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Twilio Inc.
TWLO
NYSE·Technology·Software - Infrastructure·Mkt cap $31.8B
$210.17
▲ +0.43%
View full research view
Our plain-language verdict, the thesis, risk factors, and what is changing about the business.
View research view52-Week Range
$91.84 - $238.48
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 79.6% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
4 reasons
- Developer-first platform with extensive API documentation and SDKs
- Global infrastructure spanning 180+ countries with local compliance capabilities
- Network effects from large developer community and ecosystem partnerships
- Integrated multi-channel communication capabilities reducing vendor fragmentation
Bear Case
2 risks
- Average volatility.
- Significant premium - growth priced in
Growth
Stable outlook
Increasing enterprise demand for omnichannel customer engagement solutions
Value
Significant premium - growth priced in
Momentum
Hot
+59.8% over 3m
Quality
Strong
Excellent business quality
Dividend
None
No dividend
Smart-money signal
Who's buying TWLO right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Apr 29, 2026
APR 30, 2026
Reported EPS of $1.50 vs $1.27 consensus (+18.1% surprise). Revenue of $1.4B vs $1.3B expected (+4.7%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Q2 26
+18.1%
Next: Apr 29, 2026
Revenue trend · last 8Q
—
—
+11%
+12%
+13%
+15%
+14%
+20%
Q2 24
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
$1.1B
$1.1B
$1.2B
$1.2B
$1.2B
$1.3B
$1.4B
$1.4B
Margins · last 8Q
Gross
48.1%
Operating
7.8%
Profit
6.4%
Wall Street consensus
17 analysts · 88% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
88%
Hold
6%
Sell
6%
Median Price Target
$200.00
▼ -4.8% vs $210.17
Latest: Goldman Sachs · Jun 24, 2026
11 analysts covering