Twilio Inc (TWLO)
NYSE:TWLO
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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 - $231.36
Previous CloseN/A
Volume723.63K
Average Volume (3M)3.07M
Market Cap
$34.80B
Enterprise Value$29.46B
Total Cash (Recent Filing)$2.35B
Total Debt (Recent Filing)$1.07B
Price to Earnings (P/E)336.2
Beta1.29
Next Earnings
Jul 30, 2026EPS Estimate
1.32Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)0.68
Shares Outstanding151,773,860
10 Day Avg. Volume3,022,231
30 Day Avg. Volume3,069,330
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 Cap0.85
Enterprise Value/Revenue5.56
Enterprise Value/Gross Profit11.41
Enterprise Value/Ebitda67.06
Forecast
1Y Price Target
$200.47Price Target Upside43.08% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering22
EPS Forecast (FY)5.71
Revenue Forecast (FY)$5.81B
Bulls Say, Bears Say
Bulls Say
Strong Free Cash FlowConsistent ~ $1B TTM free cash flow provides durable financing flexibility for product investment, share repurchases and debt-light growth. Reliable cash generation reduces reliance on external funding and supports multi-year execution of platform expansion and AI initiatives.
Very Low Leverage / Strong Balance SheetExtremely low debt levels and a sizable equity base materially lower financial risk and preserve optionality. This balance-sheet strength supports capex, M&A or cyclical shocks and underpins a multi-quarter horizon for reinvestment and capacity to fund AI platform scaling.
Platform & AI Product MomentumNew agentic-era platform capabilities and integrated AI tooling are structural product upgrades that increase customer stickiness and enable higher-value use cases. Multi-channel, model-agnostic features strengthen the CPaaS moat and support durable cross-sell and higher ARPU over time.
Bears Say
Carrier Pass-through Margin PressureSignificant and recurring carrier pass-through fees materially compress non-GAAP gross margins by ~200 bps in FY26. Because many fees are pass-through, reported revenue can mask underlying operational demand, and sustained fee growth limits long-term margin expansion.
Decelerating Revenue GrowthA material slowdown from earlier high growth reduces operating leverage and increases reliance on efficiency gains and product monetization. If structural growth stalls, maintaining profitability and funding AI investments without margin erosion becomes more challenging.
RCS And Voice AI Early-stage AdoptionPromising AI and RCS traction is still nascent and concentrated in specific segments; regulated industries adopt slowly. This creates uncertainty on timing and scale of revenue upside and risks uneven monetization over the next several quarters.
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 $231.36 in the past 12 months.
What is Twilio Inc’s market cap?
Twilio Inc’s market cap is $34.80B.
When is Twilio Inc’s upcoming earnings report date?
Twilio Inc’s upcoming earnings report date is Jul 30, 2026 which is in 57 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
Moderate Buy
Average Price Target:
$200.47 (43.08% Upside)
$200.47 (43.08% Upside)
Blogger Sentiment
Bullish
TWLO Sentiment 70%
Sector Average ―
Sector Average ―
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
Very Positive
Last 7 Days ▲ 1.3%
Last 30 Days ▲ 3.8%
Last 30 Days ▲ 3.8%
News Sentiment
Bullish
Bullish news 79%
Bearish news 14%
Bearish news 14%
Technicals
SMA
Positive
20 days / 200 days
Momentum
91.72%
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., 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
Q1 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call highlighted broad-based and accelerating revenue and gross profit growth, record non-GAAP profitability and operating margins, strong product momentum across voice, messaging, software add-ons and channels (self-serve, ISV), and upgraded full-year guidance. Primary headwinds are incremental carrier pass-through fees that depress margin rates (with roughly $235M of incremental fees expected for the year), some near-term deceleration in Q2 guidance versus Q1, and the early-stage nature of RCS and enterprise Voice AI deployments. Overall, operational momentum and improved cost discipline substantially outweigh the transitory fee headwinds and timing-related adoption risks.View all TWLO earnings summariesTWLO Revenue Breakdown
92.89% Communications
7.11% Twilio Segment
TWLO Stock 12 Month Forecast
Average Price Target
$200.47
▲(43.08% Upside)
Technical Analysis
Ownership Overview
0.80% Insiders
22.39% Mutual Funds
14.84% Other Institutional Investors
36.97% Public Companies and Individual Investors