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Twilio Inc Stock: price and insider trades · United States
No insider purchase over the last 90 days. The latest was filed 27 Feb 2023.
Twilio Inc: what insiders have been doing
Every trade that managers of Twilio Inc disclose to SEC (Form 4) is tracked on this page. The company sits in the Technology sector and is based in San Francisco, United States. It was founded in 2008. Over the twelve months to 18 October 2026, 113 filings were filed, from 15 insiders.
The flow runs one way only: 65 sales worth €400.6M, from 4 insiders, and no purchase. Stafman Andrew filed the largest sale, €158.2M, on 27 May 2026, which represents 0.53% of the company's market value.
Compared with its exchange (5,808 companies, median 19 filings), a count of 113 filings is above the norm. Our records for Twilio Inc go back to 2021, with 3 purchases and 229 sales on the open market in total. For the fiscal year to 31 December 2025, the annual 10-K puts revenue at 5.07 bn USD and net income at 33.8 m USD.
Filings reach the SEC (Form 4) feed a median of 2 days after the trade. US insiders must file a Form 4 within two business days of a trade. Selling is not necessarily a view on the stock: liquidity needs and diversification are common motives.
Other companies in the same sector with recent insider buying flagged by our signals: Core Scientific, Inc./tx and Gitlab Inc. This summary is built from SEC (Form 4) disclosures alone and does not predict where the share price will go.
Insider Decl.
486
Thresholds
n/a
Buy Volume
€4M
3 ops. · all time
Sell Volume
€445M
229 ops. · all time
Who traded when
BuySaleAidan Viggiano39 sales
Khozema Shipchandler38 sales
Erika Rottenberg9 sales
Wagner Dana6 sales
Stafman Andrew3 sales
Since the insiders bought
- -11.1%Entry US$67.21 · Close at T+365 US$59.75
- -11.1%Entry US$67.21 · Close at T+365 US$59.75
Entry is the close on the day after publication, the first price a reader could act on. Prices in the listing currency. Past moves are not a forecast.
Analyst consensus: bullish or bearish?
Analysts rate Twilio Inc Buy (bullish), based on 28 analysts. Average price target: US$265.71.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Fundamental score
Ranked 14,118 of 24,148 companies
46.6
score / 100
Value41
Quality52
FCF yld2.3%
Earn yld0.1%
EV/EBITDA·
ROE13%
Gross mgn49%
Net mgn0.7%
Debt/EBITDA2.9x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Financial data
as of FY 2025FY ended December 2025 · cache
US$281.59
Analyst consensus
28 analystsBuy
US$165.00Target US$265.71(-6%)US$335.00
Income statement
RevenueUS$5.1B
Gross profitUS$2.5B49% margin
EBITDAUS$370.1M7% margin
Net incomeUS$33.8M20.6% margin
Valuation
PER (trailing)38.9x
PER (forward)41.4x
P/Book4.8x
Beta1.36
Balance sheet & cash
Market capUS$43.2B
Total debtUS$1.1B
Free Cash FlowUS$945.4M
Debt / Equity12%
Profitability & ownership
ROE13.5%
ROA2.1%
% insiders0.1%
% institutions93.4%
Last declaration on 7 October 2026
Declarations486 total
1,934 shares@ US$288.02280.0012% mcap0.9% of flowClass A Common StockSEC:0001447669-26-000098:0
1,900 shares@ US$289.13320.0012% mcap0.9% of flowClass A Common StockSEC:0001447669-26-000098:1
5,156 shares@ US$290.23980.0032% mcap2.3% of flowClass A Common StockSEC:0001447669-26-000098:2
501 shares@ US$291.46760.0003% mcap0.2% of flowClass A Common StockSEC:0001447669-26-000098:3
800 shares@ US$292.32880.0005% mcap0.4% of flowClass A Common StockSEC:0001447669-26-000098:4
1,600 shares@ US$293.13780.0010% mcap0.7% of flowClass A Common StockSEC:0001447669-26-000098:5
2,551 shares@ US$294.530.0016% mcap1.2% of flowClass A Common StockSEC:0001447669-26-000098:6
14,442 shares@ US$291.03450.0091% mcap7.0% of flowCommonSEC144:0001921094-26-001070
2,740 shares@ US$295.600.0018% mcap2.8% of flowClass A Common StockSEC:0001965469-26-000015:5
100 shares@ US$289.680.0001% mcap0.1% of flowClass A Common StockSEC:0001965469-26-000015:0
500 shares@ US$291.3450.0003% mcap0.5% of flowClass A Common StockSEC:0001965469-26-000015:1
380 shares@ US$292.16870.0002% mcap0.4% of flowClass A Common StockSEC:0001965469-26-000015:2
1,110 shares@ US$296.33670.0007% mcap1.1% of flowClass A Common StockSEC:0001965469-26-000015:6
2,330 shares@ US$293.44360.0015% mcap1.2% of flowClass A Common StockSEC:0001737610-26-000016:3
750 shares@ US$293.41980.0005% mcap0.8% of flowClass A Common StockSEC:0001965469-26-000015:3
3,504 shares@ US$294.52540.0023% mcap3.6% of flowClass A Common StockSEC:0001965469-26-000015:4
260 shares@ US$289.97830.0002% mcap0.1% of flowClass A Common StockSEC:0001737610-26-000016:0
1,060 shares@ US$291.15490.0007% mcap0.5% of flowClass A Common StockSEC:0001737610-26-000016:1
1,450 shares@ US$292.10140.0009% mcap0.7% of flowClass A Common StockSEC:0001737610-26-000016:2
5,168 shares@ US$294.55190.0034% mcap2.7% of flowClass A Common StockSEC:0001737610-26-000016:4
2,670 shares@ US$295.56470.0018% mcap1.4% of flowClass A Common StockSEC:0001737610-26-000016:5
960 shares@ US$296.29340.0006% mcap0.5% of flowClass A Common StockSEC:0001737610-26-000016:6
9,084 shares@ US$294.65260.0060% mcap10.2% of flowCommonSEC144:0001921094-26-001061
13,898 shares@ US$294.08070.0091% mcap7.8% of flowCommonSEC144:0001921094-26-001060
344 shares0Class A Common StockSEC:0001284038-26-000008:1
25 of 486 declarations
About Twilio Inc
Twilio Inc. (NYSE: TWLO) is a U.S.-listed technology company headquartered in San Francisco, California, in the United States. Founded in 2008, Twilio began by simplifying the complexity of the global telecommunications network and bringing communications to the cloud. Over time, it has evolved into a broader customer engagement platform that combines communications, customer data, and AI orchestration. Twilio serves hundreds of thousands of businesses and millions of developers across more than 180 countries and territories, giving it a truly global operating footprint. ([twilio.com](https://www.twilio.com/en-us/company?utm_source=openai))
From a business-model standpoint, Twilio is organized around several core product families: Messaging, Voice, Email, Flex, and Segment CDP. Messaging and Voice remain the foundational communications layers, while Flex provides a cloud contact-center platform and Segment adds a customer data platform that helps companies unify and activate customer information in real time. This combination allows Twilio to address multiple stages of the customer journey, from acquisition and onboarding to service and retention. Its competitive positioning is anchored in programmable infrastructure, strong developer adoption, and a platform approach that is designed to integrate communications, data, identity, and automation. ([investors.twilio.com](https://investors.twilio.com/investor-relations/))
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Recent developments suggest that Twilio has entered a more disciplined phase of execution. In its February 2026 full-year 2025 results, the company reported FY2025 revenue of $5.07 billion and highlighted improved operating profitability and stronger free cash flow generation. Management also raised 2026 guidance, which supports the view that the company is benefiting from better operating leverage and a more focused go-to-market strategy. In 2025 and early 2026, Twilio continued to emphasize AI-driven customer engagement, including a next-generation platform positioned for the “agentic era,” as well as broader product enhancements such as global RCS availability for business messaging and updated Flex capabilities for contact-center deployment. ([twilio.com](https://www.twilio.com/en-us/press/releases/Q4-full-year-2025-earnings?utm_source=openai))
For investors, Twilio represents a communications software and customer-engagement infrastructure play with a global customer base, recurring usage patterns, and increasing exposure to AI-enabled workflows. The investment case centers on platform breadth, product innovation, and margin expansion potential, while competition remains intense across CPaaS, CCaaS, CRM, and cloud software ecosystems.
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