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 - $238.48
Previous CloseN/A
Volume723.63K
Average Volume (3M)2.83M
Market Cap
$27.87B
Enterprise Value$29.08B
Total Cash (Recent Filing)$2.35B
Total Debt (Recent Filing)$1.07B
Price to Earnings (P/E)270.6
Beta1.16
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. Volume2,497,750
30 Day Avg. Volume2,833,409
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 Cap1.04
Enterprise Value/Revenue5.48
Enterprise Value/Gross Profit11.26
Enterprise Value/Ebitda93.56
Forecast
1Y Price Target
$206.05Price Target Upside47.06% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering23
EPS Forecast (FY)5.72
Revenue Forecast (FY)$5.83B
Bulls Say, Bears Say
Bulls Say
Balance Sheet StrengthExtremely low leverage (debt-to-equity ~0.01) gives Twilio durable financial flexibility to invest in product development, absorb carrier-fee volatility, fund buybacks, or pursue M&A without balance-sheet strain, reducing solvency risk over multiple quarters.
Reliable Free Cash FlowSustained TTM operating cash flow and free cash flow of roughly $1.0B mark a structural recovery from prior negative cash periods. Persistent FCF supports R&D, sales investment, buybacks, and capacity to weather cyclical weakness across the next several quarters.
Product And Channel MomentumBroad-based acceleration across voice, messaging, self-serve and ISV channels, plus a 29% rise in multiproduct customers, indicates diversified revenue drivers, stronger customer stickiness and upsell runway. Software add-ons growth also supports higher-margin mix long term.
Bears Say
Carrier Fee Margin PressureExpected incremental carrier pass-through of roughly $235M for the year is projected to reduce non-GAAP gross margin by about 200bps. Because these fees largely pass through with limited margin, they create a structural headwind to gross-margin sustainability unless mix shifts or pricing changes offset the impact.
Slowing Revenue & Thin Net MarginsRevenue growth has decelerated to mid-single digits on a TTM basis while net margins are thin (~2%). Slower top-line expansion combined with limited margin cushion increases sensitivity to cost increases or demand softness and raises execution risk across upcoming quarters.
Early-Stage RCS And Voice AI AdoptionRCS and Voice AI show strong percent growth but from a small base, and regulated industries are slower to adopt. Dependence on these nascent channels for material upside creates timing and adoption risk, making near-term enterprise-scale revenue contributions uncertain.
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 $27.87B.
When is Twilio Inc’s upcoming earnings report date?
Twilio Inc’s upcoming earnings report date is Jul 30, 2026 which is in 36 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:
$206.05 (47.06% Upside)
$206.05 (47.06% 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
Positive
Last 7 Days ▲ 0.2%
Last 30 Days ▲ 2.6%
Last 30 Days ▲ 2.6%
News Sentiment
Very Bullish
Bullish news 100%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Positive
20 days / 200 days
Momentum
57.63%
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 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
$206.05
▲(47.06% Upside)
Technical Analysis
Ownership Overview
0.80% Insiders
22.39% Mutual Funds
14.88% Other Institutional Investors
38.24% Public Companies and Individual Investors