Gold prices suffer profit taking ahead of likely Fed cut; PCE inflation due
Director Andrew Stafman of TWILIO INC (NASDAQ:TWLO) sold 1,000,000 shares of Class A Common Stock on December 2, 2025, at a price of $129.0, for a total transaction value of $129,000,000. The transaction occurred near Twilio’s current trading price of $129.77, in a company with a market capitalization of approximately $19.7 billion. According to InvestingPro, Twilio currently trades below its Fair Value, suggesting potential upside for investors.
Following the transaction, the shares owned following the transaction amounted to 2,295,000. These shares are indirectly owned. Sachem Head Capital Management LP, Uncas GP LLC, Sachem Head GP LLC, and Scott D. Ferguson are also filing jointly and may be deemed beneficial owners of the reported securities. Notably, InvestingPro data shows that Twilio holds more cash than debt on its balance sheet and has demonstrated strong performance with a 20.9% price return over the past year.
Andrew J. Stafman directly holds 12,163 shares after the transaction. While this director is selling, InvestingPro tips reveal that management has been aggressively buying back shares. Twilio maintains a healthy financial position with a "GOOD" overall financial health score and current ratio of 4.68, indicating strong liquidity. Discover 10+ additional ProTips and comprehensive analysis in Twilio’s Pro Research Report, available with an InvestingPro subscription.
In other recent news, Twilio has reported a robust third-quarter performance, with revenue growth of 15% year-over-year and organic growth of 13%, surpassing consensus estimates by 4%. This performance has led several analyst firms to adjust their price targets for the company. FBN Securities raised its price target to $155 while maintaining an Outperform rating, citing the strong third-quarter results. Similarly, KeyBanc increased its price target to $156, highlighting the growth in Twilio’s Voice segment. Morgan Stanley also raised its target to $154, noting the company’s organic revenue exceeded guidance by 4.5 percentage points.
Stifel adjusted its price target to $120, maintaining a Hold rating due to the company’s strong top-line performance driven by self-serve growth and advancements in voice services and AI. Meanwhile, Rosenblatt Securities maintained a Buy rating and a $140 price target after Twilio achieved record revenues and a 22.5% increase in customer accounts year-over-year. Twilio’s Dollar-Based Net Expansion Rate also improved to 109%, reflecting enhanced profitability despite challenges in gross margins. These developments underscore Twilio’s ongoing momentum in expanding its market presence and product offerings.
This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.