TWH Stock Chart & Stats
€210.10
€1.60(0.95%)
At close: 4:00 PM EDT
€210.10
€1.60(0.95%)
Day’s Range― - ―
52-Week Range€84.58 - €272.40
Previous CloseN/A
Volume10.00
Average Volume (3M)35.00
Market Cap
€40.18B
Enterprise Value€31.36K
Total Cash (Recent Filing)€2.66B
Total Debt (Recent Filing)€1.07B
Price to Earnings (P/E)39.2
Beta0.50
Next Earnings
Oct 29, 2026EPS Estimate
1.3Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)7.52
Shares Outstanding153,575,230
10 Day Avg. Volume11
30 Day Avg. Volume35
Financial Highlights & Ratios
PEG Ratio-4.85
Price to Book (P/B)2.78
Price to Sales (P/S)4.29
P/FCF Ratio21.07
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
€233.20Price Target Upside11.00% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering24
EPS Forecast (FY)5.18
Revenue Forecast (FY)€5.24B
Bulls Say, Bears Say
Bulls Say
Very Low LeverageMinimal leverage gives Twilio substantial financial flexibility to fund product development, absorb demand variability, and pursue capital returns without heavy interest obligations. The large equity base relative to assets also strengthens resilience as the company continues converting its improved operating performance into durable earnings.
Strong Cash GenerationStrong operating and free cash flow indicates that Twilio’s recent profitability is supported by cash rather than solely accounting results. This creates internal funding capacity for innovation, customer expansion, and shareholder returns, while improving financial resilience across changing demand environments.
Broad Product ExpansionExpansion across communications, software add-ons, and the installed customer base supports a broader platform model rather than dependence on one product or channel. Rising usage and cross-selling can deepen customer relationships, increase lifetime value, and reinforce Twilio’s role in customer engagement workflows.
Bears Say
Slowing Underlying GrowthThe substantial slowdown from earlier growth rates raises a durability question for Twilio’s earnings trajectory, even though management has recently raised guidance. Slower expansion can reduce operating leverage, limit reinvestment flexibility, and make future performance more dependent on successful adoption of newer products.
Carrier Fee Margin PressureHigher carrier pass-through fees mechanically depress reported gross margin and are being passed to customers, particularly creating pressure for small businesses. Even if the impact is largely transitory for Twilio’s economics, sustained fee increases could weaken customer adoption, usage growth, and reported margin comparability.
Profitability Durability RiskThe sharp profitability improvement is encouraging, but the gap between strong net income and a relatively modest operating margin makes repeatability important to verify. Historical swings in profitability and returns suggest that current earnings power may be less durable if non-operating benefits fade or operating execution weakens.
Twilio News
TWH FAQ
What was Twilio Inc’s price range in the past 12 months?
Twilio Inc lowest stock price was €84.58 and its highest was €272.40 in the past 12 months.
What is Twilio Inc’s market cap?
Twilio Inc’s market cap is €40.18B.
When is Twilio Inc’s upcoming earnings report date?
Twilio Inc’s upcoming earnings report date is Oct 29, 2026 which is in 25 days.
How were Twilio Inc’s earnings last quarter?
Twilio Inc released its earnings results on Aug 06, 2026. The company reported €1.306 earnings per share for the quarter, beating the consensus estimate of €1.176 by €0.13.
Is Twilio Inc overvalued?
According to Wall Street analysts Twilio Inc’s price is currently Undervalued.
Does Twilio Inc pay dividends?
Twilio Inc does not currently pay dividends.
What is Twilio Inc’s EPS estimate?
Twilio Inc’s EPS estimate is 1.3.
How many shares outstanding does Twilio Inc have?
Twilio Inc has 153,575,230 shares outstanding.
What happened to Twilio Inc’s price movement after its last earnings report?
Twilio Inc reported an EPS of €1.306 in its last earnings report, beating expectations of €1.176. Following the earnings report the stock price went up 30.901%.
Which hedge fund is a major shareholder of Twilio Inc?
Currently, no hedge funds are holding shares in DE:TWH
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Twilio Stock Smart Score
Neutral
1
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5
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7
8
9
10
Analyst Consensus
Moderate Buy
Average Price Target:
€233.20 (11.00% Upside)
€233.20 (11.00% Upside)
Blogger Sentiment
Bullish
DE:TWH Sentiment 61%
Sector Average 63%
Sector Average 63%
Insider Transactions
Sold Shares
Worth €109.7M over
the Last 3 Months
the Last 3 Months
News Sentiment
Neutral
Bullish news 50%
Bearish news 50%
Bearish news 50%
Technicals
SMA
Positive
20 days / 200 days
Momentum
179.43%
12-Months-Change
Fundamentals
Return on Equity
―
Trailing 12-Months
Asset Growth
10.06%
Trailing 12-Months
Learn more about TipRanks Smart Score
Company Description
Twilio Inc
Twilio Inc. offers a comprehensive cloud-based communications platform, empowering developers to build, scale, and manage customer engagement features directly within their software applications across both U.S. and international markets. Central to its customer engagement solution is a robust suite of application programming interfaces (APIs). These APIs streamline the complex communication logic required for various customer interactions and enable developers to seamlessly integrate voice, messaging, video, and email functionalities into their applications. Established in 2008, Twilio's corporate headquarters are located in San Francisco, California.
TWH Company Deck
TWH Earnings Call
Q2 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call conveyed strong positive operational and financial momentum: record revenue, gross profit, non-GAAP operating income and free cash flow, broad-based product and channel growth (notably messaging, voice, software add-ons, self-serve and ISVs), high dollar-based net expansion (116%), major customer wins and meaningful early production adoption of the new Conversations platform. Management raised both near-term and full-year organic and reported revenue guidance and upgraded profitability and free cash flow targets. The primary headwind is incremental U.S. carrier pass-through fees (~$71M in Q2, ~ $250M expected full year) that mechanically reduce reported margins and are being passed through to customers, creating pressure for some SMBs; there are also one-time GAAP adjustments and early-stage AI/RCS adoption that temper the near-term outlook. Overall, highlights significantly outweigh the lowlights, with management framing fee-driven margin impacts as largely transitory and the underlying business showing durable secular tailwinds from AI and multiproduct adoption.View all DE:TWH earnings summariesTWH Revenue Breakdown
92.89% Communications
7.11% Twilio Segment
TWH Stock 12 Month Forecast
Average Price Target
€233.20
▲(11.00% Upside)