TWLO

Twilio Inc

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Advanced Chart

130.220

+5.57(4.469%)1D

Overview
Forecast
Valuation
Earnings

Line

Candle

YTD

High

130.660

Open

125.940

VWAP

129.25

Vol

3.19M

Mkt Cap

19.88B

Low

125.810

Amount

412.40M

EV/EBITDA(TTM)

69.87

Total Shares

171.17M

17.57B

EV/OCF(TTM)

24.50

P/S(TTM)

4.38

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.

Market Estimates

Earnings Estimates

Revenue

YoY Chg

EPS

YoYChg

FY2025Q4

FY2025Q3

FY2025Q2

1.26B

+5.67%

1.240

+23.97%

1.21B

+6.83%

1.155

+13.23%

1.19B

+9.61%

1.051

+20.77%

Estimates Revision

The market is revising Upward the revenue expectations for Twilio Inc. (TWLO) for FY2025, with the revenue forecasts being adjusted by 0.02% over the past three months. During the same period, the stock price has changed by 25.74%.

Revenue Estimates for FY2025

Revise Upward

+0.02%

In Past 3 Month

EPS Estimates for FY2025

Revise Downward

-0.36%

In Past 3 Month

Stock Price

Go Up

+25.74%

In Past 3 Month

24 Analyst Rating

2.24% Upside

Wall Street analysts forecast TWLO stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for TWLO is 133.14 USD with a low forecast of 75.00 USD and a high forecast of 170.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

17 Buy

5 Hold

2 Sell

Moderate Buy

2.24% Upside

Current: 130.220

Low

75.00

Averages

133.14

High

170.00

2.24% Upside

Current: 130.220

Low

75.00

Averages

133.14

High

170.00

Piper Sandler

James Fish

Overweight

maintain

$121 -> $140

2025-07-14

Reason

Piper Sandler

James Fish

Price Target

$121 -> $140

2025-07-14

maintain

Overweight

Reason

Piper Sandler analyst James Fish raised the firm's price target on Twilio to $140 from $121 and keeps an Overweight rating on the shares. The firm is also naming Twilio a top pick. Recent inputs are giving Piper increased confidence in durable, double-digit growth, including via AI benefits and the likely U.S. Messaging price increase impact.

Jefferies

Samad Samana

Hold

maintain

$122 -> $132

2025-06-15

Reason

Jefferies

Samad Samana

Price Target

$122 -> $132

2025-06-15

maintain

Hold

Reason

Jefferies analyst Samad Samana raised the firm's price target on Twilio to $132 from $122 and keeps a Hold rating on the shares. The investor debate for Twilio has centered around whether growth can accelerate against tough second half of the year comparisons, whether gross margins will rebound, and if healthy EBIT beats are sustainable, the analyst tells investors in a research note. Jefferies leans on the positive side and sees growth acceleration as achievable, "making for a good tactical setup" in the shares. However, the firm does not think the most bullish assumptions are achievable.

KeyBanc

initiated

$146

2025-06-05

Reason

KeyBanc

Price Target

$146

2025-06-05

initiated

Reason

KeyBanc initiated coverage of Twilio with an Overweight rating and $146 price target.

KeyBanc

Overweight

initiated

$146

2025-06-05

Reason

KeyBanc

Price Target

$146

2025-06-05

initiated

Overweight

Reason

KeyBanc initiated coverage of Twilio with an Overweight rating and $146 price target as part of a broader research note launch coverage of select Enterprise Software names. The positive momentum seen recently in Twilio has some legs, particularly in focusing on the core offerings and given some "blocking and tackling" on its go-to-market strategy, the analyst tells investors in a research note.

Scotiabank

Outperform

NULL

downgrade

$160 -> $130

2025-04-24

Reason

Scotiabank

Price Target

$160 -> $130

2025-04-24

downgrade

Outperform

NULL

Reason

Scotiabank lowered the firm's price target on Twilio to $130 from $160 and keeps an Outperform rating on the shares. The firm is updating its price targets on stocks in the U.S. Software system in conjunction with the recent pull-back in the sector, the analyst tells investors. All eyes will be on tariff impacts, but these impacts are expected to surface in Q2 and 2H, the firm adds. The firm continues to see a favorable setup for Twilio

Wells Fargo

Michael Turrin

Buy

Maintains

$160 → $120

2025-04-22

Reason

Wells Fargo

Michael Turrin

Price Target

$160 → $120

2025-04-22

Maintains

Buy

Reason

See All Ratings

Valuation Metrics

The current forward P/E ratio for Twilio Inc (TWLO.N) is 26.35, compared to its 5-year average forward P/E of -663.90. For a more detailed relative valuation and DCF analysis to assess Twilio Inc 's fair value, click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.

N/A

5Y Average PE

-663.90

Current PE

26.35

Overvalued PE

1869.98

Undervalued PE

-3197.78

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.

N/A

5Y Average EV/EBITDA

91.50

Current EV/EBITDA

17.93

Overvalued EV/EBITDA

201.18

Undervalued EV/EBITDA

-18.17

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.

Fair

5Y Average PS

8.23

Current PS

3.90

Overvalued PS

16.17

Undervalued PS

0.28

Financials

Annual

Quarterly

FY2025Q1

YoY :

+11.98%

1.17B

Total Revenue

FY2025Q1

YoY :

-216.38%

37.55M

Operating Profit

FY2025Q1

YoY :

-136.17%

20.02M

Net Income after Tax

FY2025Q1

YoY :

-138.71%

0.12

EPS - Diluted

FY2025Q1

YoY :

+0.57%

178.32M

Free Cash Flow

FY2025Q1

YoY :

-4.54%

49.60

Gross Profit Margin - %

FY2025Q1

YoY :

-8.00%

14.37

FCF Margin - %

FY2025Q1

YoY :

-132.33%

1.71

Net Margin - %

Trading Trends

Insider

Insiders are Neutral. There are no significant trading trends over the last month.

Sold

0-3

Months

6.5M

USD

3-6

Months

4.5M

USD

6-9

Months

5.3M

USD

0-12

Months

4.4M

USD

Bought

0-3

0.0

USD

Months

3-6

0.0

USD

Months

6-9

0.0

USD

Months

0-12

0.0

USD

Months

Hedge Fund

Hedge Funds are Neutral. There are no significant trading trends over the last quarter.

Sold

0-3

Months

0.0

Volume

3-6

Months

814.9K

Volume

6-9

Months

3.3M

Volume

0-12

Months

0.0

Volume

Bought

0-3

0.0

Volume

Months

3-6

3.4M

Volume

Months

6-9

5.6M

Volume

Months

0-12

0.0

Volume

Months

Congress Trading

Congress are Neutral. There are no significant trading trends over the last month.

Sold

0-3

Months

0.0

USD

3-6

Months

8.0K

USD

6-9

Months

0.0

USD

0-12

Months

0.0

USD

Bought

0-3

0.0

USD

Months

3-6

8.0K

USD

Months

6-9

32.0K

USD

Months

0-12

0.0

USD

Months

Insider

Insiders are Neutral. There are no significant trading trends over the last month.

Sold

0-3

Months

6.5M

USD

3-6

Months

4.5M

USD

6-9

Months

5.3M

USD

0-12

Months

4.4M

USD

Bought

0-3

0.0

USD

Months

3-6

0.0

USD

Months

6-9

0.0

USD

Months

0-12

0.0

USD

Months

TWLO News & Events

Events Timeline

2025-06-11 (ET)

2025-06-11

05:01:02

Twilio partners with Orange to scale RCS Business Messaging across France

2025-05-28 (ET)

2025-05-28

07:34:02

Nebius Group appoints Marc Boroditsky as chief revenue officer

2025-05-15 (ET)

2025-05-15

09:11:21

Amplitude, Twilio Segment partner to unify customer data, insights

News

8.0

08-06NASDAQ.COM

Notable Wednesday Option Activity: PRGO, TWLO, CROX

3.0

08-06SeekingAlpha

Twilio Q2 earnings ahead: Street sees 20% growth in earnings per share

8.0

08-04TipRanks

Options Volatility and Implied Earnings Moves This Week, August 04 – August 08, 2025

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FAQ

What is Twilio Inc (TWLO) stock price today?

The current price of TWLO is 130.22 USD — it has increased 4.47 % in the last trading day.

TWLO

Market Estimates

Valuation Metrics

Forward PE

Forward EV/EBITDA

Forward PS

Financials

Trading Trends

TWLO News & Events

Events Timeline

News

People Also Watch

FAQ

What is Twilio Inc (TWLO) stock price today?

What is Twilio Inc (TWLO)'s business?

What is the price predicton of TWLO Stock?

What is Twilio Inc (TWLO)'s revenue for the last quarter?

What is Twilio Inc (TWLO)'s earnings per share (EPS) for the last quarter?

What changes have occurred in the market's expectations for Twilio Inc (TWLO)'s fundamentals?

How many employees does Twilio Inc (TWLO). have?

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