Analyst Bullish on Twilio (TWLO) After Q4 Earnings Report
On February 13, Needham reiterated its Buy rating on Twilio Inc. (NYSE:TWLO) with a price target of $145, after the company reported its fourth-quarter 2025 performance.
Twilio Inc (TWLO)
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Sector: Services-Prepackaged Software
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period: Filing is Ongoing
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Bayforest Capital Theodoros Tsagaris | 178 | $22,396 | +1519% | 0.03% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $62.72 | 3,995 | $250,558.41 | 13,232 | 2023-02-24 | Filing | |
| $64.06 | 32,355 | $2,072,628.95 | 226,397 | 2023-02-24 | Filing | |
| $63.46 | 74,605 | $4,734,507.91 | 194,042 | 2023-02-24 | Filing | |
| $62.46 | 51,121 | $3,192,966.54 | 119,437 | 2023-02-24 | Filing | |
| $295.82 | 3,400 | $1,005,796.16 | 16,762 | 2021-11-11 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $135.02 | 2,100 | $283,543.05 | 235,542 | 2026-04-06 | Filing | |
| $133.83 | 5,500 | $736,066.10 | 237,642 | 2026-04-06 | Filing | |
| $133.05 | 5,315 | $707,177.76 | 243,142 | 2026-04-06 | Filing | |
| $131.93 | 2,800 | $369,405.96 | 248,457 | 2026-04-06 | Filing | |
| $127.93 | 5,047 | $645,682.39 | 130,341 | 2026-04-02 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 68,082 | $8,566,077 | 3.15% | |
| 2. | 46,472 | $5,847,108 | 0.76% | |
| 3. | 26,976 | $3,394,120 | 0.04% | |
| 4. | 23,416 | $2,854,543 | 0.01% | |
| 5. | 16,618 | $2,090,877 | 0.02% |
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Twilio Inc. (NYSE:TWLO) Q4 2025 Earnings Call Transcript
Operator: Good day, and thank you for standing by. Welcome to the Twilio Inc. Fourth Quarter 2025 Earnings Call.
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