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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
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Intellectia

Loading chart...

High
179.200
Open
177.770
VWAP
176.43
Vol
3.23M
Mkt Cap
22.47B
Low
171.040
Amount
570.16M
EV/EBITDA(TTM)
51.31
Total Shares
151.77M
EV
20.99B
EV/OCF(TTM)
19.84
P/S(TTM)
4.40
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)
2026-05-01
10:10:00
New
Twilio Stock Rises 20.7% to $178.66
select

News

seekingalpha
9.5
04-30seekingalpha
PinnedTwilio 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.
seekingalpha
9.5
14:11 PMseekingalpha
Twilio Shares Surge 20% After Strong Q1 Results and Upbeat Outlook
  • Strong Performance: Twilio's Q1 revenue grew 20% year-over-year to $132 million, exceeding market expectations and driving a 20% surge in stock price, highlighting the company's robust performance in the cloud customer engagement sector.
  • Profitability Improvement: The Non-GAAP operating margin reached 19.8%, with EPS at $1.50, both surpassing consensus estimates, indicating ongoing improvements in cost control and profitability.
  • Voice AI Growth: Voice revenue accelerated for the sixth consecutive quarter, growing 20% year-over-year, with management noting rapid adoption of software add-ons, particularly Branded Calling and Conversational Intelligence, both exceeding 100% growth, reflecting strong market demand.
  • Optimistic Outlook: Twilio raised its 2026 organic growth forecast to 9.5%-10.5% and Non-GAAP operating income expectations to $1.08B-$1.1B, demonstrating confidence in future growth despite uncertainties around competition and long-term margins.
Fool
9.5
12:06 PMFool
Atlassian Shares Surge 25% on AI-Driven Revenue Growth
  • Revenue Surge: Atlassian's third-quarter revenue rose 32% year-over-year, leading to a 25% jump in pre-market trading, and despite restructuring costs impacting profitability, non-GAAP earnings per share soared by 80%, reflecting strong demand for AI services.
  • Cloud Transition: CFO James Chuong cautioned that the shift of customers to cloud services would result in a more muted level of data center expansion, with expectations for moderated revenue growth in Q4, which could impact future market performance.
  • Product Advantage: Analyst Meilin Quinn noted that while workflows may be taken over by agents, there remains a need for trusted company knowledge and systems, providing Atlassian with a stronger foothold in engineering processes and enhancing its competitive edge.
  • Market Reaction: Major stock indexes hit new highs amid continued growth in AI spending, with the S&P 500 closing above 7,200 points for the first time, reflecting strong market confidence in tech stocks and further boosting Atlassian's stock performance.
CNBC
9.5
12:01 PMCNBC
Apple, Roku, Estée Lauder Beat Earnings Expectations
  • Apple's Strong Earnings: Apple reported a fiscal second-quarter earnings of $2.01 per share and revenue of $111.18 billion, surpassing analyst expectations of $1.95 and $109.66 billion, although iPhone sales missed estimates for the third consecutive quarter, indicating increasing market competition pressures.
  • Roku's Robust Growth: Roku's first-quarter revenue reached $1.25 billion, exceeding the expected $1.20 billion, with adjusted EBITDA of $148.4 million also above the forecast of $131.3 million, highlighting the company's ongoing growth potential in the streaming market.
  • Estée Lauder's Better-Than-Expected Performance: Estée Lauder reported third-quarter earnings of $0.91 per share and revenue of $3.71 billion, both exceeding analyst estimates, despite announcing job cuts as part of its turnaround strategy, reflecting its adaptive measures in a changing market.
  • Moderna's Improved Financials: Moderna posted a first-quarter loss of $3.40 per share, better than the anticipated loss of $4.45, with revenues of $389 million surpassing the $236.4 million estimate, indicating its sustained competitiveness in the vaccine market.
seekingalpha
9.5
09:11 AMseekingalpha
Mixed Stock Futures as Investor Concerns Rise Over Middle East Supply Disruptions
  • Atlassian Strong Performance: Atlassian reported an adjusted EPS of $1.75 for FQ3, with revenue rising 32% year-over-year to $1.79 billion, exceeding expectations, while cloud revenue grew 29% to $1.13 billion, reflecting strong enterprise demand; the company guided Q4 revenue between $1.653 billion and $1.661 billion, with cloud growth expected at approximately 26.5%.
  • Twilio Revenue Surge: Twilio's Q1 revenue increased 20% year-over-year to $1.41 billion, beating estimates and marking its fastest growth since 2022; the company guided Q2 revenue between $1.42 billion and $1.43 billion, with adjusted EPS of $1.27 to $1.32, while raising its FY2026 outlook.
  • Reddit Advertising Revenue Boom: Reddit's Q1 revenue surged 69% year-over-year to $663 million, driven by a 74% increase in advertising revenue, with adjusted EPS at $1.01 and DAUs rising 17% to 126.8 million; the company expects Q2 revenue between $715 million and $725 million, indicating continued momentum in advertising and user growth.
  • Roblox Profit Decline: Roblox reported Q1 revenue growth of 39% year-over-year to $1.4 billion, but widened its loss to $0.35 per share, with user metrics falling short of expectations; the company guided Q2 revenue between $1.39 billion and $1.45 billion and lowered its FY2026 revenue outlook, highlighting increasing profitability pressures.
seekingalpha
9.5
08:11 AMseekingalpha
Twilio Reports Strong Q1 2026 Earnings with 20% Revenue Growth
  • Significant Revenue Growth: Twilio reported $1.4 billion in revenue for Q1 2026, marking a 20% year-over-year increase, the highest growth rate in over three years, indicating a strong position in the AI-driven market demand and reinforcing its market leadership.
  • Strong Cash Flow Performance: The company generated $132 million in free cash flow this quarter, with non-GAAP income from operations reaching $279 million, reflecting sustained profitability that provides ample funding for future investments.
  • Accelerated Product Innovation: Voice channel revenue grew 20% year-over-year, while software add-ons like Branded Calling and Conversational Intelligence saw revenue growth exceeding 100%, demonstrating significant progress in product diversification and innovation, enhancing customer stickiness.
  • Optimistic Full-Year Outlook: The company raised its organic growth forecast for 2026 to 9.5% to 10.5%, with expected full-year free cash flow reaching $1.08 billion to $1.1 billion, showcasing management's confidence in future performance and a positive market outlook.
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
Baird
Baird
Outperform
maintain
$160 -> $200
AI Analysis
2026-05-01
New
Reason
Baird
Baird
Price Target
$160 -> $200
AI Analysis
2026-05-01
New
maintain
Outperform
Reason
Baird raised the firm's price target on Twilio to $200 from $160 and keeps an Outperform rating on the shares. The firm updated its model following Q1 results and they remain positive on improving growth and Voice AI opportunity.
Morgan Stanley
NULL
to
Overweight
maintain
$153 -> $200
2026-05-01
New
Reason
Morgan Stanley
Price Target
$153 -> $200
2026-05-01
New
maintain
NULL
to
Overweight
Reason
Morgan Stanley raised the firm's price target on Twilio to $200 from $153 and keeps an Overweight rating on the shares. Q1 was meaningfully above expectations, driven by acceleration in AI use cases across voice and messaging, notes the analyst, who is "encouraged" by the growing number of AI-natives as customers.
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 26.11, compared to its 5-year average forward P/E of -205.84. 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
-205.84
Current PE
26.11
Overvalued PE
289.12
Undervalued PE
-700.80

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
55.68
Current EV/EBITDA
39.77
Overvalued EV/EBITDA
131.84
Undervalued EV/EBITDA
-20.49

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
N/A
5Y Average PS
5.48
Current PS
3.47
Overvalued PS
11.08
Undervalued PS
-0.12

Financials

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Twilio Inc
18.23B

Whales Holding TWLO

D
Durable Capital Partners, LP
Holding
TWLO
+64.79%
3M Return
T
The Glenmede Trust Company, National Association
Holding
TWLO
+56.70%
3M Return
A
Atreides Management, LP
Holding
TWLO
+22.18%
3M Return
S
SRS Investment Management, LLC
Holding
TWLO
+21.96%
3M Return
P
Peak6 Group LLC
Holding
TWLO
+17.74%
3M Return
S
Slate Path Capital LP
Holding
TWLO
+14.05%
3M Return

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Frequently Asked Questions

What is Twilio Inc (TWLO) stock price today?

The current price of TWLO is 179.06 USD — it has increased 20.94

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 May 01 2026.

What is Twilio Inc (TWLO) market cap?

Today TWLO has the market capitalization of 22.47B USD.