TWLO Twilio Inc
Company Analysis
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🔴 Twilio falls 4.2% — Software Stocks Decline Amid Broader Technology Sell-Off
With Software (IGV) down 3.0%, this looks like a sector-led move rather than a company-specific surprise. The software sector is trading lower, in line with a...
Sachem Head Slashes Twilio (TWLO) Stake by 73% in Second Quarter
Activist investor Sachem Head, managed by Scott Ferguson, significantly cut its stake in Twilio (TWLO) during the second quarter of 2026. According to its...
Durable Capital's Henry Ellenbogen Initiates Major New $381M Stake in Twilio
In a significant move, Henry Ellenbogen's Durable Capital disclosed a new $380.92 million position in communications software company Twilio (TWLO). The stake,...
Whale Rock Capital Opens New $169.56M Position in Twilio (TWLO)
In a recent 13F filing with the SEC, Whale Rock Capital disclosed a new stake in cloud communications platform Twilio, acquiring 821,770 shares valued at...
🟢 Twilio is trading 4.17% up today on strong Salesforce and Nvidia results
Twilio is trading 4.17% up now at $237.98, primarily as software stocks rally following strong Salesforce and Nvidia results. - No clear company-specific...
🟢 Twilio is trading 4.49% up today in pre-market — no clear company-specific explanation
Twilio is trading 4.49% up at $232.57, versus the August 24 close of $222.59, with no fresh company-specific announcement clearly explaining the August 25...
Viking Global exits Twilio (TWLO) in Q2
Andreas Halvorsen's Viking Global sold its entire stake in Twilio (TWLO) during the second quarter of 2026, according to a recent 13F filing with the SEC. The...
🔴 Twilio is trading 4.7% down today after Duquesne exited its entire position
Twilio is trading 4.7% down at $221.25 after investors reacted to Stanley Druckenmiller’s Duquesne Family Office exiting its entire 181,760-share position,...
Stanley Druckenmiller's Duquesne Exits Twilio (TWLO) Stake
Billionaire investor Stanley Druckenmiller's Duquesne Family Office sold its entire position in cloud communications company Twilio (TWLO) during the second...
🔴 Twilio is trading 4.04% down today with no confirmed company-specific catalyst
Twilio is trading 4.04% down at $228.57 on August 17, 2026, with no confirmed company-specific catalyst identified. - Recent company disclosures center on...
🔴 Twilio is trading 4.41% down today; no confirmed catalyst
Twilio is trading 4.41% down at $238.41, with no confirmed company-specific or sector-wide catalyst explaining today’s weakness. - A director sold 500,000...
Twilio Director Sells $123 Million in Stock, Following 142% Annual Gain
Andrew Stafman, a Twilio director, sold 500,000 shares of Class A Common Stock on August 12, 2026. The transaction totaled approximately $123.54 million....
🔴 Twilio is trading 4.16% down today, possibly reflecting profit-taking after sharp prior rally
Twilio is trading at $245.30, down -4.16%, with no clear negative company-specific catalyst identified for August 12, 2026. - Twilio is participating in...
🟢 Twilio is trading 5% up today following Q2 revenue and adjusted EPS beats
Twilio is trading $253.29, up 4.98%, extending the sharp August 7, 2026 earnings-driven rally after Q2 revenue and adjusted EPS exceeded expectations and...
Important update: The briefing prompt describes pre-market activity before Twilio's earnings were released. But the actual Q2 results are now out and the stock is surging. Let me incorporate the full picture.
Twilio's Pre-Earnings Jitters Gave Way to a Blowout Quarter — But Can the Growth Stick at This Valuation? Shares of Twilio swung wildly this week — sliding...
🟢 Twilio is trading 30% up today after Q2 beat and raised 2026 guidance
Twilio is trading 29.89% up now at $254.02 after its August 6, 2026 second-quarter report beat expectations and showed 17% organic revenue growth. -...
🟢 Twilio is trading 18% up in pre-market after Q2 beat and raised full-year guidance
Twilio is trading 18.01% up at $228 after its August 6, 2026 second-quarter report beat expectations, with revenue reaching $1.50 billion and organic growth...
🟢 Twilio is trading 15.85% up in after-hours trading after Q2 revenue and EPS beats
Twilio is trading at $224.00 (+15.85%) in after-hours trading after a Q2 earnings beat and stronger outlook. - Q2 revenue was $1.50 billion, above $1.43...
Twilio's second quarter 2026 revenue beat estimates as organic growth accelerated to 17%
Twilio delivered a strong second quarter for 2026, significantly outperforming its own guidance and analyst estimates. The company reported accelerated organic...
🔴 Twilio is trading 6.3% down today ahead of its Q2 earnings preview and amid weak tech sentiment
Twilio is trading at $181.04 (6.3% down) in pre-market as the market focuses on its Q2 2026 earnings preview and broader sector weakness. • Analysts are...