AlphaYou
Overview
Smart money at a glance
Filings to Oct 1, 2026Net selling: insiders sold $127.8M and bought $0 on the open market in 90 days (SEC Form 4). Congress: net buying of $1K to $15K in 180 days.
- Company insidersSEC Form 4, last 90 days
- -$127.8M netNet selling
- CongressSTOCK Act, last 180 days
- +$1K to +$15K netNet buying
- Big fundsSEC 13F, quarter ended Jun 30, 2026
- 5 added, 7 cutMore cutting
- Federal contractsUSAspending.gov, last 12 months
- 1 awardAwards on record
Key stats
Fundamentals Sep 30- Open
- $291.55
- 52-wk high
- $304.75
- High
- $298.17
- 52-wk low
- $99.22
- Low
- $289.25
- Prev close
- $290.78
- Mkt cap
- $44.07B
- P/E
- 39.6x
- Volume
- 3.83M
- Fwd P/E
- 43.7x
- Beta
- 1.41
- P/S
- 7.9x
- P/B
- 5.0x
- Profit margin
- +20.6%
- Op margin
- +7.8%
- ROE
- +13.5%
What do analysts expect?
Analyst target and ratings are on paid plans
See the 12-month consensus target and the buy/hold/sell rating split.
Unlock the full resultsQuestions about TWLO filings
Are insiders buying or selling Twilio Inc (TWLO) stock?
Net selling: insiders sold $127.8M and bought $0 of TWLO stock on the open market in the 90 days to Oct 1, 2026, according to SEC Form 4 filings. $3.9M of the sales were made under pre-set Rule 10b5-1 trading plans. The largest was Stafman, Andrew (Director), who sold $123.5M. The latest filing was on Aug 19, 2026.
Which members of Congress have traded TWLO recently?
Rep. Josh Gottheimer (D) bought $1K to $15K on May 4, 2026, disclosed 30 days later. In total, 1 member disclosed 1 TWLO trade with trade dates in the last 180 days, filed a median 30 days after trading.
How current is this TWLO smart-money data?
This summary uses filings available on Oct 1, 2026. Insiders must report trades to the SEC within 2 business days, members of Congress have up to 45 days to disclose a trade, and funds file 13F holdings up to 45 days after each quarter ends, so the latest moves may not be public yet.
Smart money
8 funds hold a position and insiders have been net selling.
What funds are doing
Buys/Adds (2)
- DC
Durable Capital
$380.9M
bought
- JR
Josh Resnick
$364.6M
added
Sells/Trims (1)
- CI
Citadel
$239.2M
trimmed
What insiders are doing
What Congress is doing
Buys (1)
How top traders are positioned
No tracked top-trader positions in TWLO right now.
Live Hyperliquid positioning - not every stock is covered
Earnings
Earnings came in 22.0% above what analysts expected.
Earnings per share
$0.59 expected
Revenue
$1.43B expected
Company adjusted EPS
From the company's release
Compared on the analyst basis, which counts earnings differently from the company.
GAAP EPS was $6.68 and adjusted EPS was $1.47. The adjusted figure is comparable to consensus.
Q3 2026 guidance
$1.50B to $1.51B
$1.46B expected+3.2%at the midpoint
Reports Oct 29, 2026, in 28 days
Estimates as of Sep 30, 2026
EPS expected
$1.41 to $1.55
Revenue expected
24 analysts
Last 30 days
Analysts raising estimates
What the company said
Financials
What it sold, what it cost, what was left.
| USD | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|
| What came in | ||||
| Revenue | $1.30B | $1.37B | $1.41B | $1.50B |
| Cost of what it sold | $668.3M | $703.6M | $722.7M | $773.2M |
| Gross profit | $632.1M | $662.4M | $684.2M | $725.9M |
| What it spent | ||||
| Research and development | $262.3M | $260.1M | $262.2M | $273.3M |
| Sales and admin | $108.2M | $108.9M | $102.5M | $118.4M |
| Other operating costs | $220.6M | $219.8M | $211.9M | $249.6M |
| Total operating expenses | $591.1M | $588.7M | $576.6M | $641.3M |
| What was left | ||||
| Operating profit | $40.9M | $73.7M | $107.7M | $84.5M |
| Profit before tax | $32.7M | -$37.8M | $102.2M | $75.5M |
| Tax | -$4.6M | $8.1M | $12.1M | -$991.7M |
| Net profit | $37.2M | -$45.9M | $90.1M | $1.07B |
| EBITDA | $81.2M | $9.8M | $136.4M | $139.2M |
Technicals
Price structure
This stock is in a strong uptrend, and looks overbought after a fast run-up.
Trend
Strong uptrend
85 / 100
RSI 14
20D volatility
52-week range
20D support
20D resistance
Returns
Price vs moving averages
Volume pace
News
What the news says
Coverage is neutral
688-share gift shift by Twilio (TWLO) director
NeutralSep 20Jeffrey Immelt at Twilio (NYSE: TWLO) gets 352-share grant
NeutralSep 18Twilio (NYSE: TWLO) director receives 465 RSUs that vest immediately
NeutralSep 18Twilio (NYSE: TWLO) director gets 341-share stock award
NeutralSep 18Twilio (NYSE: TWLO) director gets 341 RSUs that vest immediately
NeutralSep 18Twilio (NYSE: TWLO) director moves 337 shares to family trust
NeutralSep 18
Macro
34 macro signals shaping TWLO right now
Unlock sector rotation, regime shifts, and macro event windows tied to this stock.
Unlock the full results