TWH Stock Chart & Stats
Currently, no data available
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Bulls Say, Bears Say
Bulls Say
Balance Sheet StrengthExtremely low leverage and a sizable equity base provide durable financial flexibility. This reduces refinancing and solvency risk, supports capital allocation (buybacks, investment, M&A), and gives the company runway to absorb cyclical volatility without forcing distress-driven actions.
Consistent Cash GenerationSustained ~ $1B TTM operating and free cash flow marks a material improvement from prior negative periods. Reliable cash generation underpins reinvestment in product, supports shareholder returns and working capital, and provides a structural buffer against transient revenue or margin weakness.
Product And Channel MomentumAccelerating growth across core channels and 29% multiproduct customer expansion indicate durable cross-sell and platform stickiness. Broad-based channel strength (self-serve, ISV, software add-ons) supports higher lifetime value and reduces reliance on any single product or customer cohort.
Bears Say
Carrier Fee Margin PressureMaterial incremental carrier pass-through fees directly compress gross margins by an estimated ~200 basis points for the year. Because Twilio resells connectivity, higher external fees can structurally reduce margin unless offset by price increases, improved mix toward software, or lower carrier costs.
Slower Revenue Growth & Thin MarginsWhile profitability has returned, revenue growth has decelerated to mid-single digits recently and net margin is slim (~2% TTM). That combination leaves limited room for error: slower top-line or margin headwinds could quickly reverse recent earnings gains and strain operating leverage.
Early-stage AI/RCS AdoptionRCS and Voice AI show rapid percentage growth but from a low base and with slower adoption in regulated sectors. Structural revenue upside from these initiatives may take many quarters to scale materially, so near-term expectations should be tempered and outcomes remain execution-dependent.
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?
Currently, no data Available
When is Twilio Inc’s upcoming earnings report date?
Twilio Inc’s upcoming earnings report date is Jul 30, 2026 which is in 20 days.
How were Twilio Inc’s earnings last quarter?
Twilio Inc released its earnings results on Apr 30, 2026. The company reported $1.206 earnings per share for the quarter, beating the consensus estimate of $1.023 by $0.183.
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 1.06.
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 $1.206 in its last earnings report, beating expectations of $1.023. 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:
$174.54 (― Downside)
$174.54 (― Downside)
Insider Transactions
Sold Shares
Worth CHF254.7M over
the Last 3 Months
the Last 3 Months
News Sentiment
Very Bullish
Bullish news 100%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Positive
20 days / 200 days
Momentum
76.46%
12-Months-Change
Fundamentals
Return on Equity
1.32%
Trailing 12-Months
Asset Growth
-2.42%
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
Q1 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call highlighted broad-based and accelerating revenue and gross profit growth, record non-GAAP profitability and operating margins, strong product momentum across voice, messaging, software add-ons and channels (self-serve, ISV), and upgraded full-year guidance. Primary headwinds are incremental carrier pass-through fees that depress margin rates (with roughly $235M of incremental fees expected for the year), some near-term deceleration in Q2 guidance versus Q1, and the early-stage nature of RCS and enterprise Voice AI deployments. Overall, operational momentum and improved cost discipline substantially outweigh the transitory fee headwinds and timing-related adoption risks.View all CH:TWH earnings summariesTWH Revenue Breakdown
92.89% Communications
7.11% Twilio Segment
TWH Stock 12 Month Forecast
Average Price Target
$174.54
Options Prices
Currently, No data available
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