InsidersTradesSigma
Follow the TWILIO INC stock price and the full insider trade history of the company, a listed issuer based in United States. Shares trade on the US market, under the authority of SEC (Form 4). Operating in the Technology sector, TWILIO INC has logged 449 reports. Market capitalisation: €35.1bn. The latest transaction was filed on 19 August 2026 (Cession). Among the most active insiders: Viggiano Aidan. The full history is free.
449
Insider Decl.
n/a
Thresholds
€4m
3 ops.
Buy Volume
€435m
208 ops.
Sell Volume
Analyst consensus: bullish or bearish?
Analysts rate TWILIO INC Buy (bullish), based on 31 analysts. Average price target: US$250.08.
40Σ signal
This score ranks the purchase within its own market. No market currently meets the historical allocation criteria, so signals remain watch-only. Not investment advice.
Fundamental score
Ranked 16,857 of 29,055 companies
47.3
score / 100
Value43
Quality52
FCF yld2.6%
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.
Sigma AI Analysis
Fundamental view, insider signal, bull and bear case, synthesis.
AI analysis generation is paused.
Last declaration on 19 August 2026
Declarations449 total
610 shares@ US$233.3246Class A Common StockSEC:0001447669-26-000096:0
310 shares@ US$234.3007Class A Common StockSEC:0001447669-26-000096:1
304 shares@ US$234.9525Class A Common StockSEC:0001447669-26-000096:2
170 shares@ US$238.0976Class A Common StockSEC:0001447669-26-000096:3
1,394 shares@ US$234.47850.0009% mcap1.4% of flowCommonSEC144:0001921094-26-000885
500,000 shares@ US$247.07680.33% mcap100.0% of flowCommonSEC144:0001104659-26-095183
500,000 shares@ US$247.080.34% mcap28.4% of flowClass A Common StockSEC:0001104659-26-095185:0
487 shares@ US$249.16520.0003% mcap4.8% of flowClass A Common StockSEC:0001447669-26-000094:0
1,504 shares@ US$251.73740.0010% mcap15.0% of flowClass A Common StockSEC:0001447669-26-000094:2
628 shares@ US$252.55070.0004% mcap6.3% of flowClass A Common StockSEC:0001447669-26-000094:3
190 shares@ US$253.56040.0001% mcap1.9% of flowClass A Common StockSEC:0001447669-26-000094:4
334 shares@ US$254.77750.0002% mcap3.4% of flowClass A Common StockSEC:0001447669-26-000094:5
357 shares@ US$250.83440.0002% mcap3.5% of flowClass A Common StockSEC:0001447669-26-000094:1
3,500 shares@ US$251.82230.0024% mcap53.7% of flowCommonSEC144:0001921094-26-000820
2,773 shares@ US$206.98530.0018% mcap1.7% of flowClass A Common StockSEC:0001447669-26-000077:0
1,000 shares@ US$208.4840.0006% mcap0.6% of flowClass A Common StockSEC:0001447669-26-000077:1
2,300 shares@ US$210.07760.0015% mcap1.4% of flowClass A Common StockSEC:0001447669-26-000077:2
4,434 shares@ US$211.25930.0029% mcap2.8% of flowClass A Common StockSEC:0001447669-26-000077:3
2,891 shares@ US$212.36270.0019% mcap1.8% of flowClass A Common StockSEC:0001447669-26-000077:4
1,060 shares@ US$213.2510.0007% mcap0.7% of flowClass A Common StockSEC:0001447669-26-000077:5
8,528 shares@ US$205.430.0055% mcap14.3% of flowClass A Common StockSEC:0001447669-26-000075:0
14,458 shares@ US$210.42630.0092% mcap9.2% of flowCommonSEC144:0001921094-26-000707
8,528 shares@ US$205.430.0053% mcap11.6% of flowCommonSEC144:0001921094-26-000705
13,881 shares@ US$201.26060.0084% mcap7.3% of flowCommonSEC144:0001921094-26-000695
9,093 shares@ US$201.25130.0055% mcap7.9% of flowCommonSEC144:0001921094-26-000696
25 of 449 declarations
关于 TWILIO INC
Twilio Inc. (NYSE: TWLO) 是一家在美国上市的科技公司，总部位于美国加利福尼亚州旧金山。Twilio 成立于 2008 年，最初通过简化全球电信网络的复杂性并将通信引入云端。随着时间的推移，它已发展成为一个更广泛的客户互动平台，结合了通信、客户数据和人工智能编排。Twilio 为 180 多个国家和地区的数十万家企业和数百万开发者提供服务，使其拥有真正的全球运营足迹。([twilio.com](https://www.twilio.com/en-us/company?utm_source=openai)) 从商业模式的角度来看，Twilio 围绕几个核心产品系列组织：消息、语音、电子邮件、Flex 和 Segment CDP。消息和语音仍然是基础通信层，而 Flex 提供了一个云联络中心平台，Segment 则增加了客户数据平台，帮助公司实时统一和激活客户信息。这种组合使 Twilio 能够解决客户旅程的多个阶段，从获取和入职到服务和保留。其竞争定位基于可编程基础设施、强大的开发者采用率以及旨在整合通信、数据、身份和自动化的平台方法。([investors.twilio.com](https://investors.twilio.com/investor-relations/)) 最近的发展表明 Twilio 已进入一个更具纪律性的执行阶段。在其 2026 年 2 月发布的 2025 财年全年业绩中，该公司报告 2025 财年收入为 5.07 billion 美元，并强调了运营盈利能力的改善和更强的自由现金流生成。管理层还上调了 2026 年的指导，这支持了公司正受益于更好的运营杠杆和更专注的市场进入战略的观点。在 2025 年和 2026 年初，Twilio 继续强调人工智能驱动的客户互动，包括为“代理时代”定位的下一代平台，以及更广泛的产品增强，例如全球 RCS 商业消息可用性和更新的 Flex 联络中心部署功能。([twilio.com](https://www.twilio.com/en-us/press/releases/Q4-full-year-2025-earnings?utm_source=openai)) 对于投资者而言，Twilio 代表着一个拥有全球客户群、经常性使用模式以及日益增长的 AI 驱动工作流敞口的通信软件和客户互动基础设施公司。投资案例的核心是平台广度、产品创新和利润扩张潜力，而 CPaaS、CCaaS、CRM 和云软件生态系统之间的竞争依然激烈。
