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Twilio (TWLO) Price & Analysis

TWLO Stock Chart & Stats

$205.03-$36.87(-15.24%)
At close: 4:00 PM EDT
$200$250$3003 Aug17 Aug31 Aug14 Sep28 Sep12 Oct26 Oct
Day’s Range
$180.00 - $206.91
52-Week Range
$105.00 - $308.40
Previous Close
$241.90
Volume
1.40M
Average Volume (3M)
4.10M
Market Cap
$31.49B
Enterprise Value
$45.47B
Total Cash (Recent Filing)
$2.89B
Total Debt (Recent Filing)
$1.06B
Price to Earnings (P/E)
24.6
Beta
1.54
Next Earnings
Feb 17, 2027
EPS Estimate
1.54
Next Dividend Ex-Date
N/A
Dividend Yield
N/A

Bulls Say, Bears Say

Bulls Say

Profitability And Cash Generation

Twilio’s profitability is supported by substantial operating and free cash flow rather than accounting earnings alone. Strong cash conversion gives the company resources to fund product investment, pursue customer expansion, reduce dilution, and sustain shareholder returns over the next several quarters.

Conservative Balance Sheet

Minimal leverage reduces financial strain and preserves flexibility during changing demand or investment cycles. Twilio can allocate capital toward research, go-to-market initiatives, acquisitions, or repurchases without the constraint of a heavily debt-funded balance sheet.

Broad Product And Customer Expansion

Growth across self-serve, Voice, software add-ons, and expanding existing customers indicates a broader platform adoption pattern. Multiproduct expansion can deepen customer relationships, increase usage and recurring software adoption, and strengthen Twilio’s position across communications workflows.

Bears Say

Slower Underlying Revenue Growth

The gap between current TTM revenue growth and earlier expansion rates raises questions about how durable the recent earnings improvement will be. If top-line growth remains moderate, future profit gains may depend more heavily on efficiency, mix, or cost control than on accelerating demand.

Carrier-Fee Margin Pressure

Higher carrier pass-through fees create a structural pressure point because communications revenue can rise without equivalent gross-profit growth. The expected margin reduction may constrain operating leverage and require continued pricing, product-mix, or efficiency gains to preserve profitability.

Early AI Adoption

Twilio’s AI opportunity is strategically promising, but current usage remains a small portion of total voice interactions. Gradual adoption, particularly in regulated industries, means AI may take time to become a material growth or margin contributor and leaves near-term benefits uncertain.

Twilio News

TWLO FAQ

What was Twilio’s price range in the past 12 months?
Twilio lowest stock price was $105.00 and its highest was $308.40 in the past 12 months.
What is Twilio’s market cap?
Twilio’s market cap is $31.49B.
When is Twilio’s upcoming earnings report date?
Twilio’s upcoming earnings report date is Feb 17, 2027 which is in 108 days.
How were Twilio’s earnings last quarter?
Twilio released its earnings results on Oct 29, 2026. The company reported $1.65 earnings per share for the quarter, beating the consensus estimate of $1.468 by $0.182.
Is Twilio overvalued?
According to Wall Street analysts Twilio’s price is currently Undervalued.
Does Twilio pay dividends?
Twilio does not currently pay dividends.
What is Twilio’s EPS estimate?
Twilio’s EPS estimate is 1.54.
How many shares outstanding does Twilio have?
Twilio has 153,575,230 shares outstanding.
What happened to Twilio’s price movement after its last earnings report?
Twilio reported an EPS of $1.65 in its last earnings report, beating expectations of $1.468. Following the earnings report the stock price went down -15.242%.
Which hedge fund is a major shareholder of Twilio?
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