Price
$225.30+3.06%Social Signal Score
Analyst Ratings
52 analysts52-week range
- Last close
- $225.30
- Off 52w high
- -12.0%
- 200-day average
- $158.03
- vs 200-day
- +42.6%
Revenue
$1.50B+1995.66%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- Khozema Z. Shipchandler
- Sector
- Technology
- Industry
- Software - Infrastructure
- Employees
- 5,587
- Beta
- 1.41
- Country
- US
- Piotroski score
- 5 / 9 (Middling)
- Altman Z-score
- 14.67
Financials
Revenue
$1.50B+1995.7%Net Income
$1.07BEBITDA
$139.21MFree Cash Flow
$386.03MEPS (diluted)
$6.68Shares Outstanding (diluted)
159.71M+90.4%Operating Expenses
$608.55MCash & Debt
$2.66BReturn of Capital
$70.02MRevenue by Segment (annual)
$3.93BQuote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $5.07B | $33.83M | $0.22 |
| 2024 | $4.46B | $-109.40M | $-0.66 |
| 2023 | $4.15B | $-1.02B | $-5.54 |
| 2022 | $3.83B | $-1.26B | $-6.86 |
| 2021 | $2.84B | $-949.90M | $-5.45 |
| 2020 | $1.76B | $-490.98M | $-3.35 |
| 2019 | $1.13B | $-307.06M | $-2.36 |
| 2018 | $650.07M | $-121.95M | $-1.26 |
| 2017 | $399.02M | $-63.71M | $-0.70 |
| 2016 | $277.33M | $-41.32M | $-0.47 |
| 2015 | $166.92M | $-35.50M | $-0.46 |
| 2014 | $88.85M | $-26.76M | $-0.37 |
| 2013 | $49.92M | $-26.85M | $-1.60 |
Valuation
Project earnings forward and see what return today's price implies.
EPS was negative in at least one boundary year, so a compound growth rate can't be computed from it. Set your own assumption.
- EPS in 5 years
- $0.32
- Implied price
- $5.85
- Return from $294.58
- -54.3% a year
To earn 15.0% a year on these assumptions you'd need to buy at $2.91 — -99.0% below today's price.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 12 | 15 | 18 | 21 | 24 |
|---|---|---|---|---|---|
| -2.0% | -61.8% | -60.0% | -58.6% | -57.3% | -56.1% |
| 3.0% | -59.8% | -58.0% | -56.4% | -55.1% | -53.9% |
| 8.0% | -57.9% | -56.0% | -54.3% | -52.9% | -51.6% |
| 13.0% | -55.9% | -53.9% | -52.2% | -50.7% | -49.4% |
| 18.0% | -54.0% | -51.9% | -50.1% | -48.5% | -47.2% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Signal Score (90d)
80+41.18%Social Signal Score
Mentions (48)
- Newszacks.com·15h ago·Positive
Twilio (TWLO) Outperforms Broader Market: What You Need to Know Twilio (TWLO) concluded the recent trading session at $300.91, signifying a +2.15% move from its prior day's close.
View source ↗ - News (RSS)zerohedge·3d ago·Neutral
… Equifax (EFX) slumps 3%. Nike (NKE) slumps 9% after the sneaker and sportswear maker’s revenue guidance for the full year fell short of consensus estimates. Twilio (TWLO) rises 1% after S&P Dow Jones Indices noted that the stock will replace Warner Bros Discovery in the S&P 500 effective Oct. 6. ON Semi (ON) climbs 8% after the chipmaker said it will buy Synaptics for $123 per share, revising their earlier all-stock deal to an all-cash transaction. Synaptics (SYNA) rises 15%. Vylor (VYLR) climb…
View source ↗ - News (RSS)marketwatch·4d ago·Neutral
Here’s who’s joining the S&P 500 in the index’s latest shakeup Twilio gets the nod, as current component Warner Bros Discovery is due to merger with Paramount.
View source ↗ - News (RSS)investing·4d ago·Neutral
Twilio to join S&P 500 as S&P Dow Jones reshuffles indices
View source ↗ - Newsinvestors.com·4d ago·Neutral
Twilio To Join S&P 500 Index Twilio stock will join the benchmark S&P 500 index before the open on Oct. 6, replacing Warner Bros. Discovery.
View source ↗ - News (RSS)investing·4d ago·Neutral
Twilio stock hits 52-week high at $304.85
View source ↗ - Newszacks.com·5d ago·Neutral
Wall Street Analysts Think Twilio (TWLO) Is a Good Investment: Is It? The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
View source ↗ - Newszacks.com·6d ago·Neutral
Twilio (TWLO) Advances While Market Declines: Some Information for Investors In the most recent trading session, Twilio (TWLO) closed at $290.78, indicating a +1.32% shift from the previous trading day.
View source ↗ - News (RSS)zerohedge·10d ago·Neutral
…arnings on Oct. 1. People Inc. (PPLI) jumps 9.9% on a report that MGM Resorts is discussing making a bid to purchase the Barry Diller-owned media giant. Twilio Inc. (TWLO) is down 3.5% as HSBC downgrades the communications software company to reduce from hold, seeing “limited evidence that Twilio will capture higher-margin AI software” revenue. Zscaler (ZS) falls 3.4% after the security software company announced the appointment of Ross Tackett as chief revenue officer, effective Oct. 1. In othe…
View source ↗ - Newszacks.com·12d ago·Neutral
Twilio Inc. (TWLO) is Attracting Investor Attention: Here is What You Should Know Recently, Zacks.com users have been paying close attention to Twilio (TWLO). This makes it worthwhile to examine what the stock has in store.
View source ↗ - Newszacks.com·12d ago·Neutral
Why the Market Dipped But Twilio (TWLO) Gained Today Twilio (TWLO) closed the most recent trading day at $290.7, moving +2.17% from the previous trading session.
View source ↗ - News (RSS)investing·12d ago·Neutral
Twilio stock rises on optimism around AI agents
View source ↗ - Newszacks.com·13d ago·Positive
Twilio (TWLO) Surges 6.9%: Is This an Indication of Further Gains? Twilio (TWLO) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.
View source ↗ - News (RSS)investing·14d ago·Neutral
Twilio stock reaches 52-week high at $258.68
View source ↗ - News (RSS)seekingalpha·19d ago·Positive
Twilio: Strong Growth And An Expanding Voice Opportunity
View source ↗ - News (RSS)seekingalpha·19d ago·Neutral
Twilio: Broad-Based Growth And Voice AI Could Drive Further Estimate Upside
View source ↗ - Newsseekingalpha.com·19d ago·Positive
Twilio: Strong Growth And An Expanding Voice Opportunity Twilio is rated Buy with a fair value of $258.53, reflecting renewed double-digit organic growth and Voice segment expansion. Q2 2026 organic revenue grew 17% year over year, outpacing prior years and validating the company's accelerating growth trajectory. Voice, now 12% of revenue, is poised for further growth as AI-driven phone agents expand Twilio's opportunity in programmable telephony.
View source ↗ - Newsseekingalpha.com·19d ago·Positive
…ntum and accelerating Voice AI adoption supporting sustainable double-digit revenue and EPS growth. Voice AI and higher-margin software attachments are strengthening TWLO's gross profit trajectory and operating leverage, despite carrier pass-through fee headwinds. Consensus estimates for FY26 and FY27 are being revised upward, with further upside likely as TWLO consistently beats and raises guidance.
View source ↗ - Newszacks.com·19d ago·Neutral
Twilio (TWLO) Registers a Bigger Fall Than the Market: Important Facts to Note The latest trading day saw Twilio (TWLO) settling at $238.88, representing a -1.35% change from its previous close.
View source ↗ - Newszacks.com·19d ago·Neutral
Twilio's AI Deals Grow: Can New Wins Accelerate TWLO's Growth? TWLO's AI customer wins, including a seven-figure Car Finance 247 deal, add a growth driver as 2026 organic revenue guidance is raised.
View source ↗ - News (Marketaux)seekingalpha.com·20d ago·Positive
Twilio: The Growth Is Convincing, But The Valuation Is Not Yet (NYSE:TWLO) On July 13, I wrote about Twilio</em[+277 characters]
View source ↗ - News (RSS)seekingalpha·21d ago·Neutral
Twilio: High AI Growth, But Valuation Leaves No Margin Of Safety
View source ↗ - Newszacks.com·21d ago·Neutral
Twilio (TWLO) Is Considered a Good Investment by Brokers: Is That True? Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
View source ↗ - Newszacks.com·25d ago·Neutral
Why the Market Dipped But Twilio (TWLO) Gained Today The latest trading day saw Twilio (TWLO) settling at $231.13, representing a +1.73% change from its previous close.
View source ↗ - Newszacks.com·26d ago·Neutral
Twilio Inc. (TWLO) Is a Trending Stock: Facts to Know Before Betting on It Recently, Zacks.com users have been paying close attention to Twilio (TWLO). This makes it worthwhile to examine what the stock has in store.
View source ↗ - Newsmarketbeat.com·27d ago·Negative
Twilio Targets AI-Powered Customer Conversations With New Orchestration Tools Twilio NYSE: TWLO executives outlined the company's strategy to expand beyond communications connectivity into tools designed to provide context, orchestration and intelligence for interactions involving customers, human agents and artificial intelligence systems.
View source ↗ - Newsseekingalpha.com·27d ago·Positive
Twilio Inc. (TWLO) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript Twilio Inc. (TWLO) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript
View source ↗ - News (RSS)yahoo·28d ago·Positive
Twilio’s (TWLO) AI Push Finds a Strong Fit in Latin America
View source ↗ - Newszacks.com·31d ago·Neutral
Twilio (TWLO) Sees a More Significant Dip Than Broader Market: Some Facts to Know The latest trading day saw Twilio (TWLO) settling at $232.98, representing a -3.12% change from its previous close.
View source ↗ - Newszacks.com·31d ago·Positive
Twilio Soars 69% YTD: Should Investors Still Buy the Stock? TWLO's 69% YTD rally is backed by accelerating growth, record free cash flow, raised guidance and rising demand for AI communications infrastructure.
View source ↗ - Newszacks.com·31d ago·Positive
Twilio (TWLO) Recently Broke Out Above the 20-Day Moving Average Twilio (TWLO) is looking like an interesting pick from a technical perspective, as the company reached a key level of support. Recently, TWLO crossed above the 20-day moving average, suggesting a short-term bullish trend.
View source ↗ - Newszacks.com·39d ago·Neutral
Wall Street Analysts See Twilio (TWLO) as a Buy: Should You Invest? Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
View source ↗ - News (RSS)fool·44d ago·Neutral
Twilio Stock: Buy or Sell? Restructuring efforts have enabled the business to achieve higher profit margins as revenue increases.
View source ↗ - Newsfool.com·44d ago·Neutral
Twilio Stock: Buy or Sell? Restructuring efforts have enabled the business to achieve higher profit margins as revenue increases.
View source ↗ - Newsfxempire.com·45d ago·Neutral
Twilio Inc. (TWLO) Price Forecast: Is TWLO Ready for Another Leg Up? Twilio stock is testing a key support zone where former resistance, the 20-day average, and Fibonacci support could provide the foundation for another advance.
View source ↗ - News (Marketaux)manilatimes.net·47d ago·Neutral
Alpha Compute Appoints Former Twilio Senior Leader Mike Huskins to Board of Directors Huskins spent eight years at Twilio<[+291 characters]
View source ↗ - News (RSS)investing·47d ago·Neutral
Alpha Compute adds former Twilio executive to board
View source ↗ - Newsglobenewswire.com·47d ago·Neutral
Alpha Compute Appoints Former Twilio Senior Leader Mike Huskins to Board of Directors Appointment adds a third independent director and a third Audit Committee member as the Company scales its Global Infrastructure Business and Alpha / Sovereign division Appointment adds a third independent director and a third Audit Committee member as the Company scales its Global Infrastructure Business and Alpha / Sovereign division
View source ↗ - Newsfool.com·53d ago·Negative
Twilio Director Andrew Stafman Sells 500,000 Shares for $123.5 Million The transaction involved ~500,000 shares with a total value of $123.5 million based on the August 12, 2026 execution price. The sale reduced the insider's total equity holdings by 79%.
View source ↗ - Newsseekingalpha.com·54d ago·Positive
Twilio Inc. (TWLO) Presents at Canaccord Genuity's 46th Annual Growth Conference Transcript Twilio Inc. (TWLO) Presents at Canaccord Genuity's 46th Annual Growth Conference Transcript
View source ↗ - News (RSS)yahoo·54d ago·Neutral
Market Update: BTI, MCHP, APTV, TWLO, CAVA
View source ↗ - Newszacks.com·55d ago·Positive
Is It Worth Investing in Twilio (TWLO) Based on Wall Street's Bullish Views? The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
View source ↗ - Newsbenzinga.com·56d ago·Neutral
Twilio, Transocean, Blackstone And More On CNBC's ‘Final Trades' On CNBC's “Halftime Report Final Trades,” Jim Lebenthal, partner and chief market strategist at Cerity Partners, recommended Transocean Ltd. (NYSE:RIG), an energy stock.
View source ↗ - Newsseekingalpha.com·56d ago·Positive
Twilio: Becoming A Free Cash Flow Behemoth Twilio has surged over 80% YTD, driven by a robust Q2 beat-and-raise and accelerating growth amid a broader software sector rebound. TWLO raised FY26 guidance to 13%–13.5% organic and 18%–18.5% total revenue growth, with FCF margin guidance up to 19.1%. Guidance boost is largely organic, with only ~$15 million of the ~$177 million increase attributable to carrier fee pass-throughs.
View source ↗ - Newsseekingalpha.com·56d ago·Neutral
Twilio: Strong Results Keep Coming Twilio Inc. delivered Q2 results that beat Street estimates on the top and bottom lines. Following strong results and guidance, TWLO shares have surged over 113% since February, far outpacing the S&P 500. TWLO's improving profitability has led to increased free cash flow generation.
View source ↗ - Newsfool.com·57d ago·Neutral
Twilio Raised Its Full-Year Growth Guide to 18% and Posted Record Revenue of $1.5 Billion. The Stock Rose 25% in a Day. Twilio now expects 2026 revenue to grow 18% to 18.5%, up from its prior outlook of 14% to 15%. Second-quarter revenue rose 22% year over year to a record $1.50 billion.
View source ↗ - Newsmarketbeat.com·58d ago·Positive
Twilio Q2 Earnings Call Highlights Twilio NYSE: TWLO reported second-quarter 2026 revenue of $1.5 billion, up 22% year over year on a reported basis and 17% on an organic basis excluding incremental U.S. carrier pass-through fees. The communications platform company said its results reflected strong volumes, customer additions and growth across messaging, voice and software products.
View source ↗ - Newszacks.com·59d ago·Neutral
Twilio Stock Surges After Q2 Earnings: Is TWLO a Buy Now? Twilio (TWLO) stock has surged 30% to a new all-time high after the cloud communications company delivered a strong Q2 report.
View source ↗
Earnings
Thu, Oct 29(in 3 weeks)
Consensus estimate $1.47 per share
Typical surprise +13.3% (median, so one quarter with a near-zero estimate can't distort it)
- Thu, Aug 6$1.47 vs $1.32beat
- Thu, Apr 30$1.50 vs $1.27beat
- Thu, Feb 12$1.33 vs $1.23beat
- Thu, Oct 30$1.25 vs $1.07beat
- Thu, Aug 7$1.19 vs $1.05beat
- Thu, May 1$1.14 vs $0.96beat
Estimates and results for TWLO via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Insider trading
Open-market buys and sells by TWLO officers and directors.
- Bought
- —
- Sold
- $477.6m
0 trades
70 trades
- Viggiano Aidansold
- Viggiano Aidansold
- Viggiano Aidansold
- Viggiano Aidansold
- Viggiano Aidansold
- Viggiano Aidansold
- Viggiano Aidansold
- Shipchandler Khozemasold
30 further Form 4 entries are share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.
Congress trades
- Josh S. Gottheimerhouse · NJ05 · disclosed Jun 4, 2026 (31d later)Buy$1,001 - $15,000
- Josh S. Gottheimerhouse · NJ05 · disclosed May 14, 2025 (27d later)Sell$1,001 - $15,000
- Robert P. Bresnahanhouse · PA08 · disclosed Mar 28, 2025 (31d later)Buy$1,001 - $15,000
- Robert P. Bresnahanhouse · PA08 · disclosed Mar 28, 2025 (24d later)Buy$1,001 - $15,000
- Josh S. Gottheimerhouse · NJ05 · disclosed Mar 6, 2025 (28d later)Buy$1,001 - $15,000
- Josh S. Gottheimerhouse · NJ05 · disclosed Feb 11, 2025 (11d later)Buy$1,001 - $15,000
- Morgan McGarveyhouse · KY03 · disclosed Sep 26, 2023 (32d later)Sell$1,001 - $15,000
- Chuck Fleischmannhouse · TN03 · disclosed Dec 12, 2022 (14d later)Sell$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Nov 10, 2022 (20d later)Sell$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Jul 7, 2022 (21d later)Sell$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Jul 7, 2022 (10d later)Sell$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Jul 7, 2022 (21d later)Sell$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Jun 10, 2022 (31d later)Buy$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Jun 10, 2022 (36d later)Buy$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Jun 10, 2022 (18d later)Buy$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed May 6, 2022 (24d later)Sell$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed May 6, 2022 (25d later)Buy$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed May 6, 2022 (15d later)Sell$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Mar 8, 2022 (19d later)Sell$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Feb 8, 2022 (28d later)Sell$1,001 - $15,000
Self-reported filings, amounts as brackets. Via Senate/House disclosures.