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TWLO Overview

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$
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
124.600
Open
124.600
VWAP
118.41
Vol
3.21M
Mkt Cap
17.83B
Low
112.990
Amount
379.80M
EV/EBITDA(TTM)
44.94
Total Shares
151.51M
EV
17.43B
EV/OCF(TTM)
17.38
P/S(TTM)
3.90
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)
2026-04-06
16:40:00
Major Averages Rise as US-Iran Ceasefire Talks Emerge
select
2026-04-06
12:00:00
Major Averages Broadly Higher as U.S.-Iran War May End Soon
select
2026-04-06
09:00:00
U.S. Futures Modestly Higher Amid Oil Volatility
select
2026-03-24 (ET)
2026-03-24
09:20:00
Twilio Becomes Only CPaaS Provider with Direct Connections Across Major Carriers in US and Canada
select
2026-03-17 (ET)
2026-03-17
09:10:00
Televox Expands RCS Deployment for Enhanced Customer Engagement
select

News

seekingalpha
6.0
04-08seekingalpha
Twilio Shares Set for Seven-Day Gain as Analysts Upgrade to Buy
  • Stock Price Surge: Twilio (TWO) shares are up over 3% during afternoon trading on Wednesday, marking a seven-day gain, with a nearly 9.6% increase in the previous six sessions, reflecting optimistic market sentiment towards its prospects.
  • Analyst Upgrade: Jefferies upgraded Twilio's rating from Hold to Buy, raising the price target from $125 to $160, with analyst Samad Samana emphasizing that Twilio's growing relevance in the Voice AI tech stack will drive sustainable gross profit growth.
  • Market Confidence: Among 29 Wall Street analysts, 21 rated Twilio as a Buy, indicating strong confidence in its future performance, despite a 4% year-to-date decline in shares, underperforming the broader market's 1% drop.
  • Seeking Alpha Rating: Seeking Alpha's quant rating gives Twilio a score of 3.70 for Buy, with B grades for growth, profitability, and momentum, but a C- for valuation and revisions, indicating cautious market sentiment regarding its valuation.
Newsfilter
7.5
04-08Newsfilter
Twilio Honors Excellence in Customer Engagement Awards Winners
  • Customer Engagement Innovation: Twilio announced the winners of its second annual Excellence in Engagement Awards, including All Nippon Airways, Netflix, Purina, and Rivian, recognizing these brands for their innovative approaches to customer engagement and personalization, highlighting the urgency for businesses to enhance customer experiences as 71% of consumers would abandon a purchase if the experience feels irrelevant.
  • Netflix's Personalization Strategy: Netflix leverages Twilio's SMS, WhatsApp, and Voice services across 180 countries to support over 300 million users in secure, frictionless global account management, further solidifying its leadership position in the entertainment industry by ensuring a seamless user experience.
  • ANA's Real-Time Communication: As Japan's largest airline, ANA achieves over 99% message delivery rate through Twilio's Programmable SMS and SendGrid, ensuring real-time communication with customers during flight irregularities, thereby enhancing customer trust and service quality.
  • Rivian's Support Integration: Rivian adopts Twilio Flex to unify voice, messaging, and digital channels for customer support, integrating Conversational Intelligence and Agent Copilot services to improve issue resolution speed, ensuring owners enjoy a smoother driving experience.
Yahoo Finance
6.5
04-08Yahoo Finance
Mid-Cap Stocks Investment Risk Analysis
  • Twilio's Weak Performance: With a market cap of $20.08 billion, Twilio's platform allows developers to quickly create communication apps, yet its average billings growth of 13.4% over the past year indicates a need for adjustments in product and market strategy, which could hinder future revenue growth.
  • Williams-Sonoma's Market Positioning Issues: Williams-Sonoma, valued at $21.41 billion, has seen a 3.5% decline in annual revenue over the last three years, and ongoing store closures coupled with sluggish same-store sales suggest insufficient demand, necessitating a reevaluation of pricing and marketing strategies to stimulate sales.
  • Restaurant Brands' Declining Profitability: With a market cap of $26.51 billion, Restaurant Brands is projected to experience only 4.3% sales growth over the next 12 months, while its operating margin has fallen by 5.4 percentage points, indicating rising day-to-day expenses relative to revenue, which may impact profitability.
  • Intense Competition for Mid-Caps: Mid-cap stocks face fierce competition from industry giants and agile small players, and while they possess established business models and large addressable markets, this competitive landscape could affect their long-term growth potential.
CNBC
2.0
04-06CNBC
AppLovin Shares Surge 5% on Bullish Wall Street Reports
  • AppLovin Revenue Upgrade: BTIG raised AppLovin's first-quarter revenue estimate to $1.82 billion, exceeding consensus, reflecting healthier performance from non-gaming marketers, which is expected to drive further stock price appreciation.
  • Encompass Health Surge: Shares of Encompass Health jumped over 6% after the Centers for Medicare & Medicaid Services proposed a 2.4% rate increase for fiscal year 2027, indicating positive policy changes for the healthcare sector.
  • Kratos Defense Rallies 8%: Jefferies upgraded Kratos from hold to buy with a 12-month price target of $85, highlighting a $14 billion opportunity pipeline in weapons that could drive over 30% compound annual growth in 2028 earnings estimates.
  • Soleno Therapeutics Soars 32%: Neurocrine Biosciences announced an agreement to acquire Soleno for $53 per share, valuing the deal at approximately $2.9 billion, which will enhance Neurocrine's leadership in endocrinology and rare diseases.
NASDAQ.COM
4.5
04-06NASDAQ.COM
US Stocks Fluctuate Slightly Amid Ceasefire Talks and Falling Oil Prices
  • Market Movements: The S&P 500 Index rose by 0.19%, while the Dow Jones Industrial Average dipped by 0.04%, and the Nasdaq 100 Index increased by 0.50%, indicating slight fluctuations in the market amid strong economic data, reflecting cautious optimism among investors regarding future economic prospects.
  • Strong Employment Data: March nonfarm payrolls surged by 178,000, significantly exceeding expectations of 65,000, and the unemployment rate unexpectedly fell by 0.1% to 4.3%, demonstrating resilience in the U.S. labor market, which may positively influence market sentiment.
  • Declining Oil Prices: Crude oil prices fell by over 1% amid ceasefire negotiations in the Iran conflict, which could affect energy market stability; the International Energy Agency warned that even if the war ends, it will take time for normal flows through the Strait of Hormuz to resume, impacting global supply chains.
  • Tech Stock Performance: Chipmakers and AI infrastructure stocks are climbing, with Seagate Technology's stock rising over 7%, showcasing ongoing market confidence in the tech sector, which may drive further investment and innovation in related companies.
Yahoo Finance
8.5
04-06Yahoo Finance
Soleno Therapeutics Soars 26% on Acquisition Talks with Neurocrine Biosciences
  • Acquisition Talks Progress: Neurocrine Biosciences is in advanced discussions to acquire Soleno Therapeutics, with the deal potentially valued at over $2.5 billion, leading to a 26% surge in premarket trading, reflecting strong market optimism about the transaction.
  • Market Opportunity: Should the acquisition proceed, Neurocrine would gain access to Soleno's treatment for Prader-Willi syndrome, which analysts project could generate up to $2.3 billion in peak annual sales, enhancing the strategic appeal of the acquisition.
  • Price Target Analysis: The anticipated acquisition price is in the range of $50 to $60 per share, indicating investor confidence in Soleno's future growth potential while providing Neurocrine with an opportunity to enter new markets.
  • Warning Signals: Despite the stock surge, GuruFocus has flagged 4 warning signs for Soleno, advising investors to cautiously assess its true value to avoid potential investment risks.
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
Jefferies
Hold
to
Buy
upgrade
$125 -> $160
AI Analysis
2026-04-05
Reason
Jefferies
Price Target
$125 -> $160
AI Analysis
2026-04-05
upgrade
Hold
to
Buy
Reason
Jefferies upgraded Twilio to Buy from Hold with a price target of $160, up from $125. Twilio is "moving up the stack" to capture the voice AI premium, the analyst tells investors in a research note. Jefferies cites its greater conviction in the role Twilio will play in the voice AI tech stack for the upgrade. The firm says even a slight increase in traction can serve as a "sustainable tailwind" for the company's profit growth for years to come and drive upside to consensus estimates. Twilio's "greater relevance in an agentic AI world" and better fundamentals can lead to a higher valuation multiple, Jefferies contends.
TD Cowen
Hold
to
Buy
upgrade
$125 -> $160
2026-03-02
Reason
TD Cowen
Price Target
$125 -> $160
2026-03-02
upgrade
Hold
to
Buy
Reason
TD Cowen upgraded Twilio to Buy from Hold with a price target of $160, up from $125. The firm sees AI agents becoming a bigger part of everyday lives and says Twilio is a "key enabler" of AI-driven business-to-consumer engagements. The company provides the core telephony software across messaging and voice, and is moving up the technology stack to serve the AI orchestration and identity layers, the analyst tells investors in a research note. TD's checks suggest Twilio's enterprise adoption in voice could start to inflect in the second half of 2026.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for TWLO
Unlock Now

Valuation Metrics

The current forward P/E ratio for Twilio Inc (TWLO.N) is 24.27, compared to its 5-year average forward P/E of -229.03. 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
-229.03
Current PE
24.27
Overvalued PE
300.16
Undervalued PE
-758.21

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
58.62
Current EV/EBITDA
35.40
Overvalued EV/EBITDA
138.75
Undervalued EV/EBITDA
-21.51

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
5.72
Current PS
3.07
Overvalued PS
11.65
Undervalued PS
-0.21

Financials

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Whales Holding TWLO

D
Durable Capital Partners, LP
Holding
TWLO
+51.57%
3M Return
T
The Glenmede Trust Company, National Association
Holding
TWLO
+47.05%
3M Return
S
SRS Investment Management, LLC
Holding
TWLO
+41.94%
3M Return
L
LMR Partners LLP
Holding
TWLO
+15.88%
3M Return
S
Slate Path Capital LP
Holding
TWLO
+10.91%
3M Return
A
Atreides Management, LP
Holding
TWLO
+9.40%
3M Return

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Frequently Asked Questions

What is Twilio Inc (TWLO) stock price today?

The current price of TWLO is 117.65 USD — it has decreased -5.75

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 1.37B USD, increased 14.32

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

Twilio Inc. EPS for the last quarter amounts to -0.30 USD, increased 275.00

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

Twilio Inc (TWLO) has 5587 emplpoyees as of April 11 2026.

What is Twilio Inc (TWLO) market cap?

Today TWLO has the market capitalization of 17.83B USD.