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Twilio Inc (TWLO)
NYSE:TWLO
TWLO Stock Chart & Stats
$123.81
-$0.30(-0.27%)
At close: 4:00 PM EST
$123.81
-$0.30(-0.27%)
Day’s Range― - ―
52-Week Range$77.51 - $145.90
Previous CloseN/A
Volume723.63K
Average Volume (3M)2.82M
Market Cap
$18.76B
Enterprise Value$19.43B
Total Cash (Recent Filing)$2.47B
Total Debt (Recent Filing)$1.14B
Price to Earnings (P/E)628.2
Beta1.24
Next Earnings
Apr 30, 2026EPS Estimate
1.27Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)1.33
Shares Outstanding151,513,990
10 Day Avg. Volume2,336,688
30 Day Avg. Volume2,819,474
Financial Highlights & Ratios
PEG Ratio-4.82
Price to Book (P/B)2.78
Price to Sales (P/S)4.29
P/FCF Ratio21.07
Enterprise Value/Market Cap1.04
Enterprise Value/Revenue3.84
Enterprise Value/Gross Profit7.83
Enterprise Value/Ebitda72.24
Forecast
1Y Price Target
$145.88Price Target Upside17.83% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering19
EPS Forecast (FY)5.42
Revenue Forecast (FY)$5.68B
Bulls Say, Bears Say
Bulls Say
Go-to-market Execution And Large Customer WinsAnalyst points to stronger go-to-market execution, including self-serve and independent software vendor channels and a record-large customer deal, as evidence of durable revenue expansion potential for Twilio.
Operational Efficiency And ProfitabilityAnalyst highlights that a leaner cost structure and sharper strategic focus are enabling Twilio to grow revenue while improving profitability and free cash flow.
Voice AI AdoptionAnalyst notes rapid adoption of Voice AI across AI-native customers, software partners, and enterprises, positioning voice products to become a meaningful new revenue and margin driver for Twilio.
Bears Say
Carrier Fees And Gross Margin PressureAnalyst warns that rising carrier application-to-person fees, which are passed through the business model, will continue to create volatility and downward pressure on Twilio's gross margins.
Sector And Macroeconomic RiskAnalyst cautions that ongoing weakness in the software sector and a treacherous macroeconomic backdrop could sustain selling pressure on Twilio's stock and constrain customer spending.
Valuation Framework ShiftAnalyst shifted valuation focus to free cash flow multiples and an infrastructure software peer set, resulting in a more conservative valuation that limits near-term upside for Twilio's shares.
Twilio News
TWLO FAQ
What was Twilio Inc’s price range in the past 12 months?
Twilio Inc lowest stock price was $77.51 and its highest was $145.90 in the past 12 months.
What is Twilio Inc’s market cap?
Twilio Inc’s market cap is $18.76B.
When is Twilio Inc’s upcoming earnings report date?
Twilio Inc’s upcoming earnings report date is Apr 30, 2026 which is in 57 days.
How were Twilio Inc’s earnings last quarter?
Twilio Inc released its earnings results on Feb 12, 2026. The company reported $1.33 earnings per share for the quarter, beating the consensus estimate of $1.233 by $0.097.
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 1.27.
How many shares outstanding does Twilio Inc have?
Twilio Inc has 151,513,990 shares outstanding.
What happened to Twilio Inc’s price movement after its last earnings report?
Twilio Inc reported an EPS of $1.33 in its last earnings report, beating expectations of $1.233. Following the earnings report the stock price went up 2.346%.
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
Moderate Buy
Average Price Target:
$145.88 (17.83% Upside)
$145.88 (17.83% Upside)
Blogger Sentiment
Bullish
TWLO Sentiment 86%
Sector Average ―
Sector Average ―
Hedge Fund Trend
Decreased
By 701.0K Shares
Last Quarter.
Last Quarter.
Crowd Wisdom
Negative
Last 7 Days ▲ 0.7%
Last 30 Days ▼ 1.2%
Last 30 Days ▼ 1.2%
News Sentiment
Very Bullish
Bullish news 100%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Negative
20 days / 200 days
Momentum
3.17%
12-Months-Change
Fundamentals
Return on Equity
0.43%
Trailing 12-Months
Asset Growth
-0.96%
Trailing 12-Months
Company Description
Twilio Inc
Twilio Inc., together with its subsidiaries, provides a cloud communications platform that enables developers to build, scale, and operate customer engagement within software applications in the United States and internationally. Its customer engagement platform provides a set of application programming interfaces that handle the higher-level communication logic needed for nearly every type of customer engagement, as well as enable developers to embed voice, messaging, video, and email capabilities into their applications. The company was incorporated in 2008 and is headquartered in San Francisco, California.
TWLO Company Deck
TWLO Earnings Call
Q4 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call presented strong, broad-based operational and financial progress: record Q4 and full-year revenue, accelerating voice and Voice AI adoption, margin expansion on a non-GAAP basis, robust free cash flow, GAAP profitability for the first full year, large deal momentum, and disciplined capital returns. The primary headwinds are margin pressure from industry-wide A2P carrier fee increases and messaging mix (lower-margin product), plus a planned Q1 cash bonus that will temporarily reduce free cash flow. Management provided constructive guidance for 2026 and a clear path to a 2027 operating income target, indicating confidence in sustaining momentum despite margin-rate headwinds that are largely pass-through in nature.View all TWLO earnings summariesTWLO Revenue Breakdown
92.89% Communications
7.11% Twilio Segment
TWLO Stock 12 Month Forecast
Average Price Target
$145.88
▲(17.83% Upside)
Technical Analysis
Ownership Overview
1.86% Insiders
22.36% Mutual Funds
3.64% Other Institutional Investors
47.10% Public Companies and Individual Investors