TWLO Stock: Price, Forecast, Financials & AI Analysis

High

Open

VWAP

Vol

Mkt Cap

Low

Amount

EV/EBITDA(TTM)

Total Shares

EV/OCF(TTM)

P/S(TTM)

Market Estimates

Earnings Estimates

Revenue

YoY Chg

EPS

YoYChg

FY2025Q4

FY2026Q1

FY2026Q2

1.32B

+10.2%

1.229

+22.91%

1.29B

+9.65%

1.242

+8.91%

1.34B

+8.74%

1.303

+9.46%

Estimates Revision

The market is revising Upward the revenue expectations for Twilio Inc. (TWLO) for FY2025, with the revenue forecasts being adjusted by 1.64% over the past three months. During the same period, the stock price has changed by 22.66%.

Revenue Estimates for FY2025

Revise Upward

+1.64%

In Past 3 Month

EPS Estimates for FY2025

Revise Upward

+5.13%

In Past 3 Month

Stock Price

Go Up

+22.66%

In Past 3 Month

19 Analyst Rating

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 138.53 USD with a low forecast of 75.00 USD and a high forecast of 175.00 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.

14 Buy

3 Hold

2 Sell

Moderate Buy

Current: 0.000

Low

75.00

Averages

138.53

High

175.00

Current: 0.000

Low

75.00

Averages

138.53

High

175.00

Oppenheimer

Outperform

maintain

$145 -> $170

2026-01-05

New

Reason

Oppenheimer

Price Target

$145 -> $170

2026-01-05

New

maintain

Outperform

Reason

Oppenheimer raised the firm's price target on Twilio to $170 from $145 and keeps an Outperform rating on the shares. The firm remains optimistic about Twilio's prospects in 2026. In Oppenheimer's view, Twilio is the best-positioned omni-channel customer experience platform and is enhancing its platform with a growing array of AI capabilities and a more integrated user experience across products.

Piper Sandler

Overweight -> Neutral

downgrade

$145 -> $148

2026-01-05

New

Reason

Piper Sandler

Price Target

$145 -> $148

2026-01-05

New

downgrade

Overweight -> Neutral

Reason

As previously reported, Piper Sandler downgraded Twilio to Neutral from Overweight with a price target of $148, up from $145. The firm says that its general view on the company is unchanged, though it expects the re-acceleration narrative will fade later in 2026, free cash flow estimate upside revisions from here are more limited, Twilio has a relatively fair valuation, and the prior capital return narrative was executed on already. Within the communication stack, Twilio remains Piper's favorite name as the "best house" in this neighborhood, and should continue to be a Voice AI infrastructure beneficiary as a small but fast-growing part of its business. The firm would become more constructive again at a lower level, with the next catalyst being Q4 earnings / initial 2026 guide.

RBC Capital

Underperform

maintain

$75 -> $100

2026-01-05

New

Reason

RBC Capital

Price Target

$75 -> $100

2026-01-05

New

maintain

Underperform

Reason

RBC Capital raised the firm's price target on Twilio to $100 from $75 and keeps an Underperform rating on the shares. 2026 is likely to be a year when AI tailwinds become more evident for companies well positioned for enterprise AI adoption, while less prepared peers may remain pressured by the "AI is the death of software" narrative, the analyst tells investors in a research note. Enterprise spending appears to be stabilizing and improving in select areas, with GenAI driving innovation even as management teams remain conservative in early 2026 guidance, the firm says.

Piper Sandler

James Fish

Overweight -> Neutral

downgrade

$145 -> $148

2026-01-04

Reason

Piper Sandler

James Fish

Price Target

$145 -> $148

2026-01-04

downgrade

Overweight -> Neutral

Reason

Piper Sandler analyst James Fish downgraded Twilio to Neutral from Overweight with a price target of $148, up from $145.

Citizens

Patrick Walravens

Outperform

maintain

$165 -> $185

2025-12-30

Reason

Citizens

Patrick Walravens

Price Target

$165 -> $185

2025-12-30

maintain

Outperform

Reason

Citizens analyst Patrick Walravens raised the firm's price target on Twilio to $185 from $165 and keeps an Outperform rating on the shares. The firm says its recent due diligence on the company yielded five positive and one negative data points. A sales executive at a private artificial intelligence company commented yesterday that "Voice is a hot topic," suggesting a continuation of the trend Twilio noted in Q3 when it stated that its AI voice business saw 60% year-over-year customer growth, the analyst tells investors in a research note. Another industry source commented that business is very strong at a privately held Twilio partner, ElevenLabs, adds Citizens. The firm upped its 2025 and 2027 earnings estimates following its recent work.

BTIG

Nick Altmann

Buy

initiated

$165

2025-12-16

Reason

BTIG

Nick Altmann

Price Target

$165

2025-12-16

initiated

Buy

Reason

BTIG analyst Nick Altmann initiated coverage of Twilio with a Buy rating and $165 price target. The company is executing very well while the total addressable market is getting better and poised to accelerate in 2026, boding well for the market share leader, the analyst tells investors in a research note. The firm added that it sees durable double-digit growth as feasible over the medium-term.

Valuation Metrics

The current forward P/E ratio for Twilio Inc (TWLO.N) is 26.65, compared to its 5-year average forward P/E of -305.44. 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

-305.44

Current PE

26.65

Overvalued PE

288.40

Undervalued PE

-899.27

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

67.05

Current EV/EBITDA

17.44

Overvalued EV/EBITDA

156.29

Undervalued EV/EBITDA

-22.18

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.

N/A

5Y Average PS

6.67

Current PS

3.93

Overvalued PS

13.53

Undervalued PS

-0.19

Financials

Annual

Quarterly

N/A

Total Revenue

N/A

Operating Profit

N/A

Net Income after Tax

N/A

EPS - Diluted

N/A

Free Cash Flow

N/A

Gross Profit Margin - %

N/A

FCF Margin - %

N/A

Net Margin - %

Trading Trends

Insider

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

Sold

Bought

Hedge Fund

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

Sold

Bought

Congress Trading

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

Sold

Bought

Insider

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

Sold

Bought

TWLO News & Events

Events Timeline

No data

News

8.5

2025-12-30CNBC

Meta Acquires AI Developer Manus for Over $2 Billion

7.5

2025-12-27NASDAQ.COM

Twilio Reports 22% Customer Growth in Q3, Boosting Stock Performance

9.5

2025-12-27Fool

Twilio Reports 22% Customer Growth in Q3, Driven by AI Innovations

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Frequently Asked Questions

What is Twilio Inc (TWLO) stock price today?

The current price of TWLO is 131.39 USD — it has decreased -4.39 % in the last trading day.

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?

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

Twilio Inc revenue for the last quarter amounts to 1.30B USD, increased 14.71 % YoY.

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

Twilio Inc. EPS for the last quarter amounts to 0.23 USD, decreased -483.33 % YoY.

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

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

Twilio Inc (TWLO) has 5535 emplpoyees as of January 10 2026.

What is Twilio Inc (TWLO) market cap?

Today TWLO has the market capitalization of 19.92B USD.