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TWLO Stock Chart & Stats
$140.11
-$0.30(-0.27%)
At close: 4:00 PM EST
$140.11
-$0.30(-0.27%)
Day’s Range― - ―
52-Week Range$91.84 - $238.48
Previous CloseN/A
Volume723.63K
Average Volume (3M)2.14M
Market Cap
$31.37B
Enterprise Value$18.57K
Total Cash (Recent Filing)$2.35B
Total Debt (Recent Filing)$1.07B
Price to Earnings (P/E)304.1
Beta1.18
Next Earnings
Aug 06, 2026EPS Estimate
1.32Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)0.68
Shares Outstanding151,773,860
10 Day Avg. Volume1,600,327
30 Day Avg. Volume2,139,336
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 Cap<0.01
Enterprise Value/Revenue<0.01
Enterprise Value/Gross Profit<0.01
Enterprise Value/Ebitda<0.01
Forecast
1Y Price Target
$219.59Price Target Upside56.73% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering25
EPS Forecast (FY)5.71
Revenue Forecast (FY)$5.83B
Bulls Say, Bears Say
Bulls Say
Profitability & Cash GenerationTwilio's shift to sustained positive operating cash flow and matching free cash flow (~$1.0B TTM) is a durable improvement in cash generation quality. This underpins reinvestment, share repurchases and margin resilience, reducing reliance on financing and improving strategic optionality over the next 2–6 months.
Low Leverage / Strong Balance SheetVery low debt levels provide financial flexibility and limit solvency risk, allowing Twilio to fund growth, absorb carrier fee volatility, and pursue product investments or buybacks without material refinancing pressure. This balance-sheet strength is a persistent fundamental advantage.
Product & Channel MomentumSustained acceleration across self-serve, ISV channels, rising multiproduct adoption and >20% software add-on growth point to scalable product-market fit and higher-margin revenue mix. These structural trends support recurring revenue diversification and durable monetization paths beyond pure usage.
Bears Say
Carrier Pass‑Through Fee HeadwindsSignificant incremental carrier fees materially compress gross margins and are largely outside Twilio's pricing power. This reduces durable gross margin sustainability and forces either higher customer prices or lower profitability, creating structural margin pressure over the medium term.
Slowing Revenue Growth & Thin Net MarginsA material deceleration in top-line expansion paired with only ~2% net margin leaves limited buffer versus cost shocks or competitive pricing pressure. Slower growth reduces operating leverage and makes consistent margin improvement harder to sustain across the 2–6 month horizon.
Early-Stage RCS And Voice AI AdoptionKey growth levers (RCS, enterprise Voice AI) are early-stage with concentrated adoption in AI-native customers and slower uptake in regulated industries. Reliance on these nascent channels creates timing and execution risk for durable revenue expansion and may require sustained investment before scale benefits accrue.
Twilio News
TWLO FAQ
What was Twilio Inc’s price range in the past 12 months?
Twilio Inc lowest stock price was $91.84 and its highest was $238.48 in the past 12 months.
What is Twilio Inc’s market cap?
Twilio Inc’s market cap is $31.37B.
When is Twilio Inc’s upcoming earnings report date?
Twilio Inc’s upcoming earnings report date is Aug 06, 2026 which is in 19 days.
How were Twilio Inc’s earnings last quarter?
Twilio Inc released its earnings results on Apr 30, 2026. The company reported $1.5 earnings per share for the quarter, beating the consensus estimate of $1.272 by $0.228.
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 1.32.
How many shares outstanding does Twilio Inc have?
Twilio Inc has 151,773,860 shares outstanding.
What happened to Twilio Inc’s price movement after its last earnings report?
Twilio Inc reported an EPS of $1.5 in its last earnings report, beating expectations of $1.272. Following the earnings report the stock price went up 23.828%.
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
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Analyst Consensus
Strong Buy
Average Price Target:
$219.59 (56.73% Upside)
$219.59 (56.73% Upside)
Blogger Sentiment
Bullish
TWLO Sentiment 70%
Sector Average 63%
Sector Average 63%
Hedge Fund Trend
Decreased
By 309.1K Shares
Last Quarter.
Last Quarter.
Insider Transactions
Sold Shares
Worth $314.8M over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Positive
Last 7 Days ▼ 0.3%
Last 30 Days ▲ 3.3%
Last 30 Days ▲ 3.3%
News Sentiment
Bullish
Bullish news 75%
Bearish news 25%
Bearish news 25%
Technicals
SMA
Positive
20 days / 200 days
Momentum
69.20%
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.
TWLO Revenue Breakdown
92.89% Communications
7.11% Twilio Segment
TWLO Stock 12 Month Forecast
Average Price Target
$219.59
▲(56.73% Upside)
Technical Analysis
Ownership Overview
0.77% Insiders
22.84% Mutual Funds
0.34% Other Institutional Investors
52.40% Public Companies and Individual Investors