0LHL Stock Chart & Stats
$191.50
$4.67(2.44%)
At close: 4:00 PM EDT
$191.50
$4.67(2.44%)
Day’s Range― - ―
52-Week Range$103.04 - $309.00
Previous CloseN/A
Volume155.00
Average Volume (3M)1.65K
Market Cap
$43.41B
Enterprise Value$31.36B
Total Cash (Recent Filing)$2.66B
Total Debt (Recent Filing)$1.07B
Price to Earnings (P/E)37.6
Beta0.64
Next Earnings
Oct 29, 2026EPS Estimate
1.47Next Dividend Ex-DateN/A
Dividend Yield0.22%
Share Statistics
EPS (TTM)7.52
Shares Outstanding153,575,230
10 Day Avg. Volume1,860
30 Day Avg. Volume1,650
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 Cap0.72
Enterprise Value/Revenue5.63
Enterprise Value/Gross Profit11.60
Enterprise Value/Ebitda93.75
Forecast
1Y Price Target
$265.35Price Target Upside38.56% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering24
EPS Forecast (FY)5.93
Revenue Forecast (FY)$6.00B
Bulls Say, Bears Say
Bulls Say
Strong Cash GenerationRobust operating and free cash flow indicates that Twilio’s improved profitability is translating into liquidity rather than remaining largely accounting-based. Strong cash conversion can support product investment, capital returns, and resilience while reducing reliance on external financing over the next several quarters.
Very Low LeverageTwilio’s minimal leverage provides substantial financial flexibility as it funds growth and manages changing communications costs. A strong equity base and sharply reduced debt lower solvency and refinancing pressure, allowing management to preserve cash for innovation, customer expansion, and shareholder returns.
Raised Growth And Profit GuidanceHigher full-year revenue, operating income, and free cash flow targets signal that management sees broad-based demand and improving execution across Twilio’s platform. The upgraded outlook supports the durability of the operating recovery, although delivery will depend on sustaining product adoption and customer expansion.
Bears Say
Slower Underlying Revenue GrowthThe substantial slowdown in underlying revenue growth raises a fundamental question about Twilio’s medium-term expansion rate. Even with stronger margins and cash flow, slower top-line progress can limit operating leverage, reduce reinvestment opportunities, and make sustained earnings improvement more dependent on efficiency.
Carrier Fees Pressure Gross MarginHigher carrier pass-through fees mechanically dilute reported gross margin and make Twilio’s profitability metrics harder to compare across periods. Although management characterizes the effect as largely fee-driven, the pressure can persist through the year and requires effective pricing and product mix management to protect economics.
Customer Cost PressurePassing higher carrier costs to customers may protect Twilio’s direct profitability but can weaken customer economics, particularly for smaller businesses with limited budgets. Over time, that pressure could slow usage growth, reduce adoption of communications products, or increase friction in expanding existing accounts.
Twilio News
0LHL FAQ
What was Twilio Inc’s price range in the past 12 months?
Twilio Inc lowest share price was $103.04 and its highest was $309.00 in the past 12 months.
What is Twilio Inc’s market cap?
Twilio Inc’s market cap is $43.41B.
When is Twilio Inc’s upcoming earnings report date?
Twilio Inc’s upcoming earnings report date is Oct 29, 2026 which is in 15 days.
How were Twilio Inc’s earnings last quarter?
Twilio Inc released its earnings results on Aug 06, 2026. The company reported $1.47 earnings per share for the quarter, beating the consensus estimate of $1.324 by $0.146.
Is Twilio Inc overvalued?
According to Wall Street analysts Twilio Inc’s price is currently Undervalued.
Does Twilio Inc pay dividends?
Twilio Inc pays a Notavailable dividend of $0.285 which represents an annual dividend yield of 0.22%. See more information on Twilio Inc dividends here
What is Twilio Inc’s EPS estimate?
Twilio Inc’s EPS estimate is 1.47.
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 $1.47 in its last earnings report, beating expectations of $1.324. Following the earnings report the stock price went up 28.484%.
Which hedge fund is a major shareholder of Twilio Inc?
Currently, no hedge funds are holding shares in GB:0LHL
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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10
Analyst Consensus
Moderate Buy
Average Price Target:
$265.35 (38.56% Upside)
$265.35 (38.56% Upside)
Blogger Sentiment
Neutral
GB:0LHL Sentiment 59%
Sector Average 64%
Sector Average 64%
Insider Transactions
Sold Shares
Worth $123.5M 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
163.87%
12-Months-Change
Fundamentals
Return on Equity
14.15%
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.
0LHL Company Deck
0LHL 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 GB:0LHL earnings summaries0LHL Revenue Breakdown
92.89% Communications
7.11% Twilio Segment
0LHL Stock 12 Month Forecast
Average Price Target
$265.35
▲(38.56% Upside)