
Nordea Investment Management increased its stake in Twilio by 2.1% in Q4, owning over 1.17 million shares worth about $169 million. Several other institutional investors also raised their holdings. Analysts maintain a generally positive outlook, with a consensus rating of 'Moderate Buy' and a target price around $145. Twilio recently reported better-than-expected quarterly earnings and revenue, with guidance indicating steady growth ahead. Insider sales slightly reduced executive holdings but remain a small portion of total shares. The stock trades near its 50- and 200-day moving averages, reflecting stable investor interest.