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TWLO Stock Chart & Stats
$223.97
$6.40(3.46%)
At close: 4:00 PM EDT
$223.97
$6.40(3.46%)
Day’s Range― - ―
52-Week Range$104.50 - $308.40
Previous CloseN/A
Volume1.40M
Average Volume (3M)3.72M
Market Cap
$37.53B
Enterprise Value$31.36B
Total Cash (Recent Filing)$2.66B
Total Debt (Recent Filing)$1.07B
Price to Earnings (P/E)32.5
Beta1.50
Next Earnings
Oct 29, 2026EPS Estimate
1.47Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)7.52
Shares Outstanding153,575,230
10 Day Avg. Volume5,937,278
30 Day Avg. Volume3,721,414
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 Cap0.84
Enterprise Value/Revenue5.63
Enterprise Value/Gross Profit11.60
Enterprise Value/Ebitda93.75
Forecast
1Y Price Target
$269.91Price Target Upside20.51% 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 Generation And Low LeverageStrong operating cash flow and free cash flow provide internal funding for product investment, customer acquisition and capital returns. Very low leverage adds resilience and financial flexibility, while cash conversion near net income indicates that reported earnings are substantially supported by cash generation.
Broad-based Growth And Customer ExpansionBroad-based growth across messaging, voice, software add-ons, self-serve and ISV channels, combined with 116% dollar-based net expansion, indicates customers are increasing platform usage. This supports recurring expansion within the installed base and strengthens Twilio’s long-term growth potential.
Platform Innovation And Enterprise AdoptionGeneral availability of the Conversations layer and early production AI deployments expand Twilio beyond basic communications APIs into higher-value orchestration and engagement workflows. Large customer wins and demonstrated use cases can deepen adoption, increase product breadth and support durable account growth.
Bears Say
Carrier Fees Pressure Reported MarginsHigher carrier pass-through fees mechanically reduce reported gross margin and make headline profitability harder to sustain at prior levels. Although management describes the impact as largely fee-driven, the associated cost increases are being passed to customers and can complicate margin interpretation.
Slower Underlying Revenue Growth And Tougher ComparisonsThe sharp deceleration from earlier growth rates raises the execution burden for sustaining Twilio’s expansion narrative. Tougher comparisons in Voice and software add-ons could moderate reported momentum over the next several quarters, even with upgraded full-year guidance.
Profitability Durability Remains UnprovenThe gap between strong net margin and modest operating margin suggests that recent earnings are not fully representative of recurring operating performance. One-time tax benefits and historically volatile profitability make it important to prove that the improved earnings level can persist.
Twilio News
TWLO FAQ
What was Twilio Inc’s price range in the past 12 months?
Twilio Inc lowest stock price was $104.50 and its highest was $308.40 in the past 12 months.
What is Twilio Inc’s market cap?
Twilio Inc’s market cap is $37.53B.
When is Twilio Inc’s upcoming earnings report date?
Twilio Inc’s upcoming earnings report date is Oct 29, 2026 which is in 10 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 does not currently pay dividends.
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 24.886%.
Which hedge fund is a major shareholder of Twilio Inc?
Currently, no hedge funds are holding shares in TWLO
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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8
9
10
Analyst Consensus
Moderate Buy
Average Price Target:
$269.91 (20.51% Upside)
$269.91 (20.51% Upside)
Blogger Sentiment
Neutral
TWLO Sentiment 59%
Sector Average 65%
Sector Average 65%
Hedge Fund Trend
Decreased
By 3.5M Shares
Last Quarter.
Last Quarter.
Insider Transactions
Sold Shares
Worth $123.5M over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Positive
Last 7 Days ▲ 0.5%
Last 30 Days ▲ 1.2%
Last 30 Days ▲ 1.2%
News Sentiment
Bullish
Bullish news 60%
Bearish news 40%
Bearish news 40%
Technicals
SMA
Positive
20 days / 200 days
Momentum
130.03%
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.
TWLO Company Deck
TWLO 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 TWLO earnings summariesTWLO Revenue Breakdown
92.89% Communications
7.11% Twilio Segment
TWLO Stock 12 Month Forecast
Average Price Target
$269.91
▲(20.51% Upside)
Technical Analysis
Ownership Overview
0.43% Insiders
22.57% Mutual Funds
0.84% Other Institutional Investors
50.94% Public Companies and Individual Investors