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TWLO logo

TWLO Overview

-
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
OverviewStock Price PredictionTechnicalValuationFinancialsEarningsShould I BuyNews & Events
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Intellectia

Loading chart...

High
210.775
Open
207.800
VWAP
207.81
Vol
1.55M
Mkt Cap
31.76B
Low
203.390
Amount
322.22M
EV/EBITDA(TTM)
66.73
Total Shares
151.77M
EV
29.96B
EV/OCF(TTM)
31.04
P/S(TTM)
6.12
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.
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Events Timeline

(ET)
2026-06-24
16:30:00
Major Averages Mixed as Tech Stocks Face Pressure
select
2026-06-24
12:30:00
Markets Rebound, Nasdaq Up 0.75%
select
2026-06-24
09:00:00
S&P 500 Futures Show Modest Recovery, Semiconductor Stocks Under Pressure
select

News

CNBC
6.5
06-30CNBC
Analysts Recommend Investing in Tech Stocks for Returns
  • Strong Market Momentum: As of midday Tuesday, the S&P 500 has risen 9.5% in the first half of 2026, achieving 24 all-time highs, indicating robust performance across multiple sectors, particularly technology, healthcare, and finance, suggesting a continued upward trend in the second half.
  • Ambarella's Promising Outlook: Analyst Kevin Cassidy from Rosenblatt highlights Ambarella's significant exposure to the physical AI industry, predicting a substantial rally in the second half with a price target of $120, representing a 79% upside from Monday's close, following a 74% surge in the past three months.
  • Quantinuum's Huge Potential: Analyst John McPeake notes that Quantinuum's stock appears undervalued and could double in the second half, with a target price of $155, suggesting a 113% upside from Monday's close; despite trading at a 52% discount to peers, it possesses the world's most powerful quantum computer, providing a competitive edge.
  • Twilio's Continued Growth: Analyst Catharine Trebnick indicates that Twilio is set for further gains as it integrates AI into voice products, with a target price of $230 implying a 16% upside from Monday's close, and a 68% increase in the past three months, showcasing significant cross-selling opportunities within its product portfolio.
Fool
2.0
06-30Fool
Twilio Faces 20% Correction Amidst Growth Concerns
  • Stock Correction: Twilio's stock has experienced a 20% correction after a strong start to the year, reflecting market concerns over its high P/E ratio near 300, despite a solid 20% year-over-year revenue growth reported at the beginning of the year.
  • Stable Customer Base: With over 400,000 customers, including 68% of Fortune 500 companies, Twilio's projected revenue growth of only 15.5% to 16.5% for Q2 raises investor concerns about its long-term growth prospects.
  • AI Infrastructure Potential: Goldman Sachs has set a $300 price target for Twilio, citing its positioning in agentic AI infrastructure as a driver for increased customer engagement, although this potential has not yet been reflected in the company's guidance, indicating some risk.
  • Market Sentiment Fluctuations: After soaring to over $400 during the pandemic, Twilio's stock is now down approximately 60% from its all-time highs, prompting investors to carefully assess future growth expectations to avoid potential losses.
NASDAQ.COM
2.0
06-30NASDAQ.COM
Twilio Faces High Valuation Amid Growth Slowdown
  • High P/E Ratio Warning: Twilio's P/E ratio is nearing 300, and while it achieved a 20% year-over-year growth in Q1, the market anticipates only 15.5% to 16.5% growth moving forward, raising concerns about its overvaluation and potential for further stock price declines.
  • Solid Customer Base: With over 400,000 customers, including 68% of Fortune 500 companies, Twilio has a strong foundation; however, the lack of accelerated growth prospects makes investors cautious, especially in the competitive AI landscape.
  • AI Infrastructure Potential: Although Goldman Sachs set a $300 price target for Twilio, citing its positioning in agentic AI infrastructure, the absence of positive impacts from AI in the company's guidance raises red flags for investors.
  • Market Sentiment Shift: Twilio's stock soared from $80 to over $400 during the pandemic but is now down approximately 60% from its all-time highs, prompting investors to carefully assess the sustainability of any short-term rallies, particularly in light of weak growth expectations.
Yahoo Finance
4.5
06-30Yahoo Finance
US-Iran Ceasefire Agreement Boosts Market Sentiment
  • Market Sentiment Recovery: The US and Iran's ceasefire agreement alleviates fears of escalating Middle Eastern conflicts, leading to a rebound in multiple stocks during the afternoon session, indicating a reassessment of risk assets by investors.
  • Software Sector Rebound: The decline in oil prices eases inflationary pressures, reducing expectations for Fed rate hikes, which disproportionately benefits high-multiple growth software companies, alleviating fears of AI disrupting traditional software economics.
  • Strong Individual Stock Performance: Companies like Rapid7, Twilio, and Teradata saw their stocks rise by 4.8%, 4.6%, and 5% respectively, reflecting increased market confidence, although Teradata's price remains below its 52-week high.
  • Investor Sentiment Shift: Despite ongoing fears regarding AI's impact, companies like Salesforce are countering challenges through stock buybacks and acquisitions, suggesting a cautiously optimistic outlook for the software sector's long-term prospects.
Fool
9.5
06-29Fool
Twilio's AI Solutions Drive Strong Growth Amid Market Dynamics
  • Increased Customer Spending: Twilio's AI products have driven customer spending, with a digital marketing agency achieving a 39% increase in bookings and generating an additional $8.4 million in revenue, thereby enhancing Twilio's market demand and customer loyalty.
  • Expansion Rate Improvement: Twilio's dollar-based net expansion rate rose to 114% in Q1, up 7 percentage points from the previous year, indicating increased adoption of its products by existing customers, which further solidifies the company's revenue base.
  • Upward Earnings Guidance: Twilio expects revenue growth of 14% to 15% in 2026, reaching $5.8 billion, surpassing the prior expectation of 12%, showcasing the company's strong growth potential in AI integration that could further boost market confidence.
  • Attractive Valuation: With a current P/E ratio of 34, Twilio's stock price could potentially rise by 37% to $264 over the next three years, and its stable sales multiple makes it appealing to investors looking to capitalize on growth in the AI software market.
NASDAQ.COM
4.5
06-24NASDAQ.COM
U.S. Stocks Close Mixed as Chipmakers Weigh on Market
  • Mixed Market Performance: The S&P 500 index fell by 0.10% and the Nasdaq 100 index dropped by 0.43%, while the Dow Jones Industrial Average rose by 0.35%, indicating a divergence in market sentiment, particularly under pressure from chipmakers.
  • Chip Sector Pressure: Ahead of Micron Technology's earnings report, chipmakers saw declines, reflecting market concerns over AI infrastructure demand, despite Micron's stock rising over 260% this year, highlighting the volatility in tech stocks.
  • Oil Price Impact: WTI crude oil prices sank to a 3.5-month low, leading to a drop in bond yields, with the 10-year Treasury yield falling to 4.40%, benefiting sectors like homebuilders and airlines by enhancing profit outlooks amid lower fuel costs.
  • Decline in New Home Sales: U.S. May new home sales unexpectedly fell by 7.3% to 580,000 units, below the expected 640,000, indicating weakness in the housing market that could affect future economic growth expectations.
Wall Street analysts forecast TWLO stock price to rise
20 Analyst Rating
Wall Street analysts forecast TWLO stock price to rise
14 Buy
4 Hold
2 Sell
Moderate Buy
Current: 0.000
sliders
Low
100.00
Averages
146.28
High
185.00
Current: 0.000
sliders
Low
100.00
Averages
146.28
High
185.00
Goldman Sachs
Buy
initiated
$300
AI Analysis
2026-06-23
Reason
Goldman Sachs
Price Target
$300
AI Analysis
2026-06-23
initiated
Buy
Reason
Goldman Sachs initiated coverage of Twilio with a Buy rating and $300 price target. The firm is positive on Twilio's ability to benefit from shifts in the customer service market - regardless of who wins at the application layer - and sees the potential for the company to expand gross margins over time as they see outsized growth in higher margin products, the analyst tells investors in a research note.
Tigress Financial
Ivan Feinseth
Buy
maintain
$170 -> $255
2026-06-11
Reason
Tigress Financial
Ivan Feinseth
Price Target
$170 -> $255
2026-06-11
maintain
Buy
Reason
Tigress Financial analyst Ivan Feinseth raised the firm's price target on Twilio to $255 from $170 and keeps a Buy rating on the shares. Twilio's growth is increasingly driven by AI-powered customer engagement, says the analyst, who sees the company "evolving from a leading communications platform-as-a-service provider into a full-stack customer engagement platform." The firm's 12-month target represents a potential return of 23% from current levels, the analyst noted.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for TWLO
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Valuation Metrics

The current forward P/E ratio for Twilio Inc (TWLO.N) is 34.01, compared to its 5-year average forward P/E of -147.14. 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.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average PE
-147.14
Current PE
34.01
Overvalued PE
261.62
Undervalued PE
-555.89

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.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average EV/EBITDA
48.97
Current EV/EBITDA
44.58
Overvalued EV/EBITDA
116.40
Undervalued EV/EBITDA
-18.46

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.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
4.93
Current PS
4.70
Overvalued PS
9.72
Undervalued PS
0.15

Financials

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Whales Holding TWLO

A
Atreides Management, LP
Holding
TWLO
+47.20%
3M Return
S
Slate Path Capital LP
Holding
TWLO
+36.15%
3M Return
A
Ardmore Road Asset Management LP
Holding
TWLO
+24.34%
3M Return
P
Peak6 Group LLC
Holding
TWLO
+22.23%
3M Return
L
Level Four Advisory Services, LLC
Holding
TWLO
+16.41%
3M Return
M
Meridiem Capital Partners LP
Holding
TWLO
+15.05%
3M Return

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Frequently Asked Questions

What is Twilio Inc (TWLO) stock price today?

The current price of TWLO is 209.28 USD — it has increased 1.43

What is Twilio Inc (TWLO)'s business?

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.

What is the price predicton of TWLO Stock?

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 is146.28 USD with a low forecast of 100.00 USD and a high forecast of 185.00 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.

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

Twilio Inc revenue for the last quarter amounts to 1.41B USD, increased 20.00

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

Twilio Inc. EPS for the last quarter amounts to 0.57 USD, increased 375.00

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

Twilio Inc (TWLO) has 5587 emplpoyees as of July 02 2026.

What is Twilio Inc (TWLO) market cap?

Today TWLO has the market capitalization of 31.76B USD.