TWH Stock Chart & Stats
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Bulls Say, Bears Say
Bulls Say
Raised Growth And Profit GuidanceHigher full-year revenue, operating income and free cash flow targets indicate stronger execution across the platform. The upgrades provide evidence that product adoption and customer demand can support improved fundamentals beyond a single quarter.
Strong Cash Generation And Balance SheetRobust cash conversion and minimal leverage give Twilio financial flexibility to invest in products, withstand industry volatility and return capital. Strong cash support also reduces dependence on external financing as the business scales.
Broad Platform Adoption And ExpansionExpansion within existing accounts and growth across messaging, software, self-serve and ISV channels suggest increasing platform breadth. Multiproduct adoption can deepen customer relationships and support durable revenue growth and retention.
Bears Say
Carrier Fees Pressure MarginsAlthough the fees are largely passed through, they reduce reported gross margin and raise customer costs, particularly for small businesses. Persistent fee increases could pressure adoption, usage economics and the quality of reported growth.
Slower Underlying Revenue GrowthDecelerating top-line growth indicates that Twilio must increasingly rely on cross-selling, new channels and operating leverage to create value. Slower expansion can limit the pace at which fixed costs are absorbed and margins improve.
Profitability Durability RiskThe gap between net and operating profitability, together with historically volatile returns and cash flow, makes the earnings improvement less proven. Sustainable operating profit will need to develop without reliance on non-operating or one-time items.
Twilio News
TWH FAQ
What was Twilio Inc’s price range in the past 12 months?
Currently, no data Available
What is Twilio Inc’s market cap?
Twilio Inc’s market cap is CHF27.70B.
When is Twilio Inc’s upcoming earnings report date?
Twilio Inc’s upcoming earnings report date is Oct 29, 2026 which is in 62 days.
How were Twilio Inc’s earnings last quarter?
Twilio Inc released its earnings results on Aug 06, 2026. The company reported CHF1.184 earnings per share for the quarter, beating the consensus estimate of CHF1.066 by CHF0.118.
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 1.18.
How many shares outstanding does Twilio Inc have?
Currently, no data Available
What happened to Twilio Inc’s price movement after its last earnings report?
Twilio Inc reported an EPS of CHF1.184 in its last earnings report, beating expectations of CHF1.066. Following the earnings report the stock price went same N/A.
Which hedge fund is a major shareholder of Twilio Inc?
Currently, no hedge funds are holding shares in CH: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
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Analyst Consensus
Strong Buy
Average Price Target:
CHF208.87 (― Upside)
CHF208.87 (― Upside)
Blogger Sentiment
Bullish
CH:TWH Sentiment 73%
Sector Average ―
Sector Average ―
Insider Transactions
Sold Shares
Worth CHF247.8M 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
48.38%
12-Months-Change
Fundamentals
Return on Equity
―
Trailing 12-Months
Asset Growth
10.06%
Trailing 12-Months
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 CH:TWH earnings summariesTWH Revenue Breakdown
92.89% Communications
7.11% Twilio Segment
