Surge in Options Trading Volume for SanDisk and Robinhood
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy TWLO?
Source: NASDAQ.COM
- SanDisk Options Volume: SanDisk Corp (Ticker: SNDK) recorded an options trading volume of 131,658 contracts today, equating to approximately 13.2 million shares, which represents about 85.1% of its average daily trading volume over the past month, indicating strong market interest in its future performance.
- High Strike Price Focus: Notably, the $1200 strike call option has seen significant activity with 2,994 contracts traded today, representing around 299,400 underlying shares, suggesting a strong bullish sentiment among investors regarding SNDK's potential upside.
- Robinhood Options Activity: Concurrently, Robinhood Markets Inc (Ticker: HOOD) also exhibited robust options trading, with a volume of 298,422 contracts today, translating to approximately 29.8 million shares, which accounts for 84.8% of its average daily trading volume over the past month, reflecting ongoing investor interest in its stock.
- Put Option Trading Heat: Among HOOD's options, the $50 strike put option has garnered attention with 13,560 contracts traded today, representing about 1.4 million shares, indicating investor concerns regarding potential downside risks in the stock's future performance.
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Analyst Views on TWLO
Wall Street analysts forecast TWLO stock price to rise
20 Analyst Rating
14 Buy
4 Hold
2 Sell
Moderate Buy
Current: 140.910
Low
100.00
Averages
146.28
High
185.00
Current: 140.910
Low
100.00
Averages
146.28
High
185.00
About TWLO
Twilio Inc. provides a customer engagement platform to build direct, personalized relationships with their customers everywhere in the world. Its platform provides developers with tools to build, scale, and deploy real-time communications within software applications. Its segments include Twilio Communications (Communications) and Twilio Segment (Segment). The Communications segment consists of a variety of application programming interfaces (APIs) and software solutions to optimize communications between its customers and their end users. Its key offerings in its Communications segment include Messaging, Voice, Email (includes Marketing Campaigns), Flex and User Authentication and Identity. Its Twilio Flex is a digital engagement center for the entire customer journey. Twilio Segment is a customer data platform that provides businesses with the tools to harness the power of contextual data by unifying real-time information collected throughout each customer’s journey into a profile.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Twilio Q1 Earnings Beat Expectations with Positive Outlook
- Earnings Surprise: Twilio reported a Q1 non-GAAP EPS of $1.50, beating expectations by $0.23, indicating strong profitability growth and operational efficiency.
- Significant Revenue Growth: Q1 revenue reached $1.41 billion, a 20.5% year-over-year increase, surpassing analyst expectations by $70 million, reflecting robust market performance and sustained customer demand.
- Positive Future Outlook: For Q2, revenue is projected between $1.42 billion and $1.43 billion, exceeding the consensus of $1.39 billion, with expected year-over-year growth of 15.5% to 16.5%, showcasing the company's confidence in future growth.
- Improving Profitability: Q2 non-GAAP EPS is anticipated to be between $1.27 and $1.32, slightly above the consensus of $1.29, indicating positive progress in cost control and operational efficiency improvements.
See More
Surge in Options Trading Volume for SanDisk and Robinhood
- SanDisk Options Volume: SanDisk Corp (Ticker: SNDK) recorded an options trading volume of 131,658 contracts today, equating to approximately 13.2 million shares, which represents about 85.1% of its average daily trading volume over the past month, indicating strong market interest in its future performance.
- High Strike Price Focus: Notably, the $1200 strike call option has seen significant activity with 2,994 contracts traded today, representing around 299,400 underlying shares, suggesting a strong bullish sentiment among investors regarding SNDK's potential upside.
- Robinhood Options Activity: Concurrently, Robinhood Markets Inc (Ticker: HOOD) also exhibited robust options trading, with a volume of 298,422 contracts today, translating to approximately 29.8 million shares, which accounts for 84.8% of its average daily trading volume over the past month, reflecting ongoing investor interest in its stock.
- Put Option Trading Heat: Among HOOD's options, the $50 strike put option has garnered attention with 13,560 contracts traded today, representing about 1.4 million shares, indicating investor concerns regarding potential downside risks in the stock's future performance.
See More
Twilio Q1 Earnings Announcement Scheduled
- Earnings Release Date: Twilio (TWLO) is set to announce its Q1 earnings on April 30th after market close, with consensus EPS estimate at $1.27, reflecting an 11.4% year-over-year increase, and revenue expected at $1.34B, a 14.5% increase, which could directly impact the stock price.
- Guidance Analysis: Despite Twilio's 2026 guidance exceeding Wall Street forecasts, RBC Capital analysts describe it as 'underwhelming' and express caution regarding long-term margin profiles and organic growth potential, which may affect investor confidence.
- Performance Review: Over the past two years, Twilio has beaten EPS estimates 88% of the time and revenue estimates 100% of the time, indicating financial stability that could bolster market confidence in its future performance.
- Estimate Revision Dynamics: In the last three months, Twilio's EPS estimates saw 14 upward revisions and 5 downward revisions, while revenue estimates experienced 21 upward revisions and 1 downward revision, indicating analyst divergence in expectations for the company's growth, potentially influencing stock price volatility.
See More
Twilio Added as Long Idea by Hedgey with 30% Upside Potential
- Operational Turnaround: Twilio is undergoing an operational turnaround, with analyst Andrew Freedman noting that the company is achieving its cleanest financial profile in history, which is expected to drive a re-rate over the next 12 months, indicating strong growth potential.
- AI-Driven Product Reshaping: As the core voice product is being reshaped by AI, Twilio's high-margin software and voice AI are key levers for enhancing gross margins, which is anticipated to boost the company's long-term financial performance.
- Growth and Buyback Strategy: The combination of accelerating organic growth, improving gross margins, narrowing dilution, and disciplined buybacks creates an ideal setup for multiple expansion in a software business that has been trading like a utility, suggesting an improving market performance for Twilio.
- Upcoming Earnings Report: Twilio is scheduled to report Q1 results on Thursday, increasing market anticipation for its performance, which could further influence stock price movements.
See More
Tech Stocks Rebound, Twilio Shows Huge Potential
- Market Rebound: The Nasdaq Composite index rose 11% in April 2026, indicating a recovery in investor confidence towards tech stocks, particularly driven by positive news on ceasefire and negotiations in the Middle East, prompting a reassessment of tech stock valuations.
- Twilio's Earnings Growth: Twilio's earnings increased by 33% to $4.89 per share in 2025, with consensus estimates projecting double-digit growth over the next three years, highlighting strong demand for the company's AI solutions that will enhance profitability.
- Customer Expansion: By the end of 2025, Twilio's active customer accounts grew nearly 24% year-over-year to 402,000, showcasing the company's success in customer acquisition and multi-product sales, which is expected to drive revenue growth further.
- Popularity of AI Solutions: Twilio's voice AI solutions saw a 60% year-over-year growth in Q4 2025, reflecting high demand for its products, which enhances the company's competitive position and earnings outlook.
See More
U.S. Stocks Rise, Nasdaq Hits Record High
- Nasdaq Hits Record High: The Nasdaq 100 rose by 1.73%, reaching a new record high, reflecting strong investor confidence in tech stocks, particularly driven by robust corporate earnings, which may attract further investment in the tech sector.
- Earnings Beat Expectations: Companies like GE, Boeing, and Masco reported Q1 revenues of $9.34 billion, negative $1.45 billion, and $1.92 billion respectively, all exceeding market expectations, which boosted overall market sentiment and indicated signs of economic recovery.
- Oil Price Surge Affects Markets: WTI crude oil prices rose over 3% due to the blockade of the Strait of Hormuz, potentially exacerbating the global energy crisis and influencing market inflation expectations, thereby affecting investor risk appetite.
- Mortgage Applications Increase: U.S. MBA mortgage applications rose by 7.9% in the week ending April 17, with the purchase mortgage sub-index up 10.1%, indicating a rebound in housing demand that could positively impact the real estate market.
See More
Twilio Q1 Earnings Beat Expectations with Positive Outlook
- Earnings Surprise: Twilio reported a Q1 non-GAAP EPS of $1.50, beating expectations by $0.23, indicating strong profitability growth and operational efficiency.
- Significant Revenue Growth: Q1 revenue reached $1.41 billion, a 20.5% year-over-year increase, surpassing analyst expectations by $70 million, reflecting robust market performance and sustained customer demand.
- Positive Future Outlook: For Q2, revenue is projected between $1.42 billion and $1.43 billion, exceeding the consensus of $1.39 billion, with expected year-over-year growth of 15.5% to 16.5%, showcasing the company's confidence in future growth.
- Improving Profitability: Q2 non-GAAP EPS is anticipated to be between $1.27 and $1.32, slightly above the consensus of $1.29, indicating positive progress in cost control and operational efficiency improvements.
See More
Surge in Options Trading Volume for SanDisk and Robinhood
- SanDisk Options Volume: SanDisk Corp (Ticker: SNDK) recorded an options trading volume of 131,658 contracts today, equating to approximately 13.2 million shares, which represents about 85.1% of its average daily trading volume over the past month, indicating strong market interest in its future performance.
- High Strike Price Focus: Notably, the $1200 strike call option has seen significant activity with 2,994 contracts traded today, representing around 299,400 underlying shares, suggesting a strong bullish sentiment among investors regarding SNDK's potential upside.
- Robinhood Options Activity: Concurrently, Robinhood Markets Inc (Ticker: HOOD) also exhibited robust options trading, with a volume of 298,422 contracts today, translating to approximately 29.8 million shares, which accounts for 84.8% of its average daily trading volume over the past month, reflecting ongoing investor interest in its stock.
- Put Option Trading Heat: Among HOOD's options, the $50 strike put option has garnered attention with 13,560 contracts traded today, representing about 1.4 million shares, indicating investor concerns regarding potential downside risks in the stock's future performance.
See More
Twilio Q1 Earnings Announcement Scheduled
- Earnings Release Date: Twilio (TWLO) is set to announce its Q1 earnings on April 30th after market close, with consensus EPS estimate at $1.27, reflecting an 11.4% year-over-year increase, and revenue expected at $1.34B, a 14.5% increase, which could directly impact the stock price.
- Guidance Analysis: Despite Twilio's 2026 guidance exceeding Wall Street forecasts, RBC Capital analysts describe it as 'underwhelming' and express caution regarding long-term margin profiles and organic growth potential, which may affect investor confidence.
- Performance Review: Over the past two years, Twilio has beaten EPS estimates 88% of the time and revenue estimates 100% of the time, indicating financial stability that could bolster market confidence in its future performance.
- Estimate Revision Dynamics: In the last three months, Twilio's EPS estimates saw 14 upward revisions and 5 downward revisions, while revenue estimates experienced 21 upward revisions and 1 downward revision, indicating analyst divergence in expectations for the company's growth, potentially influencing stock price volatility.
See More
Twilio Added as Long Idea by Hedgey with 30% Upside Potential
- Operational Turnaround: Twilio is undergoing an operational turnaround, with analyst Andrew Freedman noting that the company is achieving its cleanest financial profile in history, which is expected to drive a re-rate over the next 12 months, indicating strong growth potential.
- AI-Driven Product Reshaping: As the core voice product is being reshaped by AI, Twilio's high-margin software and voice AI are key levers for enhancing gross margins, which is anticipated to boost the company's long-term financial performance.
- Growth and Buyback Strategy: The combination of accelerating organic growth, improving gross margins, narrowing dilution, and disciplined buybacks creates an ideal setup for multiple expansion in a software business that has been trading like a utility, suggesting an improving market performance for Twilio.
- Upcoming Earnings Report: Twilio is scheduled to report Q1 results on Thursday, increasing market anticipation for its performance, which could further influence stock price movements.
See More
Tech Stocks Rebound, Twilio Shows Huge Potential
- Market Rebound: The Nasdaq Composite index rose 11% in April 2026, indicating a recovery in investor confidence towards tech stocks, particularly driven by positive news on ceasefire and negotiations in the Middle East, prompting a reassessment of tech stock valuations.
- Twilio's Earnings Growth: Twilio's earnings increased by 33% to $4.89 per share in 2025, with consensus estimates projecting double-digit growth over the next three years, highlighting strong demand for the company's AI solutions that will enhance profitability.
- Customer Expansion: By the end of 2025, Twilio's active customer accounts grew nearly 24% year-over-year to 402,000, showcasing the company's success in customer acquisition and multi-product sales, which is expected to drive revenue growth further.
- Popularity of AI Solutions: Twilio's voice AI solutions saw a 60% year-over-year growth in Q4 2025, reflecting high demand for its products, which enhances the company's competitive position and earnings outlook.
See More
U.S. Stocks Rise, Nasdaq Hits Record High
- Nasdaq Hits Record High: The Nasdaq 100 rose by 1.73%, reaching a new record high, reflecting strong investor confidence in tech stocks, particularly driven by robust corporate earnings, which may attract further investment in the tech sector.
- Earnings Beat Expectations: Companies like GE, Boeing, and Masco reported Q1 revenues of $9.34 billion, negative $1.45 billion, and $1.92 billion respectively, all exceeding market expectations, which boosted overall market sentiment and indicated signs of economic recovery.
- Oil Price Surge Affects Markets: WTI crude oil prices rose over 3% due to the blockade of the Strait of Hormuz, potentially exacerbating the global energy crisis and influencing market inflation expectations, thereby affecting investor risk appetite.
- Mortgage Applications Increase: U.S. MBA mortgage applications rose by 7.9% in the week ending April 17, with the purchase mortgage sub-index up 10.1%, indicating a rebound in housing demand that could positively impact the real estate market.
See More
