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TWLO Stock Chart & Stats
$191.46
$6.40(3.46%)
At close: 4:00 PM EDT
$191.46
$6.40(3.46%)
Day’s Range― - ―
52-Week Range$91.84 - $254.50
Previous CloseN/A
Volume1.40M
Average Volume (3M)1.88M
Market Cap
$29.95B
Enterprise Value$18.57K
Total Cash (Recent Filing)$2.66B
Total Debt (Recent Filing)$72.36M
Price to Earnings (P/E)290.2
Beta1.21
Next Earnings
Oct 29, 2026EPS Estimate
1.46Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)7.52
Shares Outstanding151,773,860
10 Day Avg. Volume1,768,697
30 Day Avg. Volume1,883,699
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
$259.33Price Target Upside35.45% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering23
EPS Forecast (FY)5.72
Revenue Forecast (FY)$5.83B
Bulls Say, Bears Say
Bulls Say
Balance Sheet StrengthTwilio's extremely low leverage and sizable equity base give persistent financial flexibility: capacity to invest in product development, absorb one-off shocks, pursue strategic M&A or repurchase stock, and fund operations without reliance on debt markets, supporting durability over multiple quarters.
Cash GenerationRobust and improving cash conversion—free cash flow tracking net income closely—means Twilio can self-fund investments, product rollouts, and shareholder returns. Strong FCF reduces refinancing risk and underpins sustainable reinvestment and margin support over the medium term.
Customer Expansion & Platform AdoptionA 116% dollar-based net expansion implies customers are broadening usage and paying for more services, which drives durable revenue per account. Coupled with new Conversations platform adoption and high conversions, this supports multi-year monetization and lowers churn-driven revenue volatility.
Bears Say
Carrier Pass-Through Margin PressureRising carrier pass-through fees materially compress reported gross margins and are being passed to customers. Over time, higher pass-throughs can weaken product economics for SMBs, slow adoption, and force pricing or cost negotiations that could restrain durable margin expansion across cycles.
One-Time GAAP Items Affecting ComparabilityMaterial non-operating accounting items can mask true operating profitability. The large valuation allowance release inflates GAAP earnings in the period while not indicating repeatable cash operating performance, complicating assessment of sustainable profitability over the medium term.
Slowing Top-Line Growth And Historical VolatilityA marked deceleration in revenue growth versus past expansion raises questions about growth runway. Combined with historically volatile profitability, it increases execution risk: sustaining current margins and expansion rates will require consistent product-led adoption and successful cross-sell to offset slower top-line momentum.
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 $254.50 in the past 12 months.
What is Twilio Inc’s market cap?
Twilio Inc’s market cap is $29.95B.
When is Twilio Inc’s upcoming earnings report date?
Twilio Inc’s upcoming earnings report date is Oct 29, 2026 which is in 80 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 1.46.
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 $1.47 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
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Analyst Consensus
Strong Buy
Average Price Target:
$259.33 (35.45% Upside)
$259.33 (35.45% Upside)
Blogger Sentiment
Bullish
TWLO Sentiment 68%
Sector Average 61%
Sector Average 61%
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 ▲ 3.1%
Last 30 Days ▲ 6.1%
Last 30 Days ▲ 6.1%
News Sentiment
Very Bullish
Bullish news 100%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Positive
20 days / 200 days
Momentum
45.40%
12-Months-Change
Fundamentals
Return on Equity
―
Trailing 12-Months
Asset Growth
10.06%
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 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
$259.33
▲(35.45% Upside)
Technical Analysis
Ownership Overview
0.77% Insiders
22.84% Mutual Funds
2.51% Other Institutional Investors
50.06% Public Companies and Individual Investors