Twilio Inc.
TWLO
NYSE·Technology·Software - Infrastructure·Mkt cap $34.4B
$239.18
▲ +5.48%
P/E
31.93
Mkt Cap
$34.4B
52-Wk Range
$98.44–$258.35
52-Week Range
$98.44 - $258.35
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 115.5% 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
Stable
-0.2% 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: Oct 29, 2026
AUG 6, 2026
Reported EPS of $1.47 vs $1.32 consensus (+11.4% surprise). Revenue of $1.5B vs $1.4B expected (+4.8%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+11.4%
Revenue trend · last 8Q
—
+11%
+12%
+13%
+15%
+14%
+20%
+22%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$1.1B
$1.2B
$1.2B
$1.2B
$1.3B
$1.4B
$1.4B
$1.5B
Margins · last 8Q
Gross
48.4%
Operating
5.6%
Profit
71.2%
Wall Street consensus
18 analysts · 94% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
94%
Hold
6%
Sell
0%
Median Price Target
—
Latest: Citi · Aug 27, 2026
vs Industry
How TWLO stacks vs Software - Infrastructure
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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