Twilio Rises on Mixed Signals as $600M Volume Ranks 182nd

Twilio (TWLO) rose 3.02% on August 12, 2025, with a trading volume of $0.6 billion, ranking 182nd in market activity for the day. The stock’s performance followed a mix of analyst activity and insider transactions that highlighted both bearish and bullish signals.

UBS Group cut its price target for Twilio from $150 to $135, maintaining a "buy" rating, while other analysts offered varied perspectives. Jefferies Financial Group set a $132 target with a "hold" rating, and Goldman Sachs raised its target to $145 with a "buy." Insiders, however, sold significant shares: CEO Khozema Shipchandler and CFO Aidan Viggiano reduced their ownership by over 5% each in July, signaling caution despite the company’s recent earnings beat and 13.5% revenue growth in Q2.

Institutional investors showed renewed interest, with First American Trust FSB investing $3.12 million and Entropy Technologies LP boosting its stake. These moves contrasted with a broader sell-off earlier in the week, where the stock fell over 12% following a weaker-than-expected Q3 guidance. Despite mixed signals, Twilio’s market cap of $14.17 billion and 17 "buy" ratings from analysts underscore its strategic appeal in the communications tech sector.

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