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.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Bayforest Capital Theodoros Tsagaris | 178 | $22,396 | +1519% | 0.03% |
| 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 | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $149.18 | 215 | $32,073.70 | 34,495 | 2026-04-21 | Filing | |
| $149.00 | 1,585 | $236,165.00 | 34,710 | 2026-04-21 | Filing | |
| $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 |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 2,331,471 | $293,236,747 | 0.31% | |
| 2. | 743,580 | $93,557,234 | 0.13% | |
| 3. | 369,322 | $46,468,094 | 0.16% | |
| 4. | 109,382 | $13,762,443 | 0.05% | |
| 5. | 71,840 | $9,038,909 | 0.01% |