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Twilio Inc. (TWLO)

202.02 +1.06 (+0.53%)
At close: November 6 at 4:00:02 PM EST
197.98 -4.04 (-2.00%)
After hours: November 6 at 6:56:10 PM EST
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What's happening with TWLO?

45m ago
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Twilio reported strong third-quarter results, raised its 2026 outlook, and set preliminary 2027 targets. However, weaker fourth-quarter organic growth guidance and slower messaging expansion triggered investor concern. The company is balancing artificial intelligence growth opportunities against valuation, carrier costs, and reliance on lower-margin messaging.

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  • Previous Close 200.96
  • Open 205.01
  • Bid 201.59 x 8000
  • Ask 201.64 x 8000
  • Day's Range 197.58 - 206.14
  • 52 Week Range 105.00 - 308.40
  • Volume 2,100,900
  • Avg. Volume 3,087,081
  • Market Cap (intraday) 31.259B
  • Beta (5Y Monthly) 1.49
  • PE Ratio (TTM) 25.38
  • EPS (TTM) 7.96
  • Earnings Date Oct 29, 2026
  • Forward Dividend & Yield -- (0.00%)
  • 1y Target Est 267.75
  • Morningstar Rating Rating available with Stock Picks access

Twilio Inc., together with its subsidiaries, provides customer engagement platform solutions in the United States and internationally. The company provides various application programming interfaces and software solutions for communications between customers and end users, including messaging, voice, email, video interactions, digital engagement centers, marketing campaigns, and user authentication and identity solutions. It also offers software products to build direct and personalized relationships with their end users, such as Segment, a platform that provides tools to harness the power of contextual data by unifying real-time information collected throughout each customer's journey into a unique profile. Twilio Inc. was incorporated in 2008 and is headquartered in San Francisco, California.

www.twilio.com

5,625

Full Time Employees

December 31

Fiscal Year Ends

Technology

Sector

Recent News

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Performance Overview

Trailing total returns as of 11/6/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC) .

YTD Return

TWLO
42.03%
S&P 500 (^GSPC)
7.76%

1-Year Return

TWLO
58.47%
S&P 500 (^GSPC)
9.77%

3-Year Return

TWLO
279.67%
S&P 500 (^GSPC)
68.96%

5-Year Return

TWLO
34.96%
S&P 500 (^GSPC)
57.04%

Earnings Trends

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Earnings Per Share

GAAP
Normalized
GAAP
Normalized

Revenue vs. Earnings

Annual
Quarterly
Annual
Quarterly
Q3 FY26
Revenue 1.56B
Earnings 161.16M
Profit Margin 10.33%

Q4

FY25

Q1

FY26

Q2

FY26

Q3

FY26

0
500M
1B
2B
0.0%
20.0%
40.0%
60.0%

Analyst Insights

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Analyst Price Targets

165.00 Low
267.75 Average
202.02 Current
325.00 High

Analyst Recommendations

  • Strong Buy
  • Buy
  • Hold
  • Underperform
  • Sell

Latest Rating

Date 11/5/2026
Analyst Tigress Financial
Rating Action Maintains
Rating Buy
Price Action Raises
Price Target 255 -> 320

Statistics

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Valuation Measures

Annual
  • Market Cap

  • Enterprise Value

  • Trailing P/E

  • Forward P/E

  • PEG Ratio (current)

  • Price/Sales (ttm)

  • Price/Book (mrq)

  • Enterprise Value/Revenue

  • Enterprise Value/EBITDA

Financial Highlights

Profitability and Income Statement

  • Profit Margin

    21.82%

  • Return on Assets (ttm)

    2.69%

  • Return on Equity (ttm)

    14.91%

  • Revenue (ttm)

    5.83B

  • Net Income Avi to Common (ttm)

    1.27B

  • Diluted EPS (ttm)

    7.96

Balance Sheet and Cash Flow

  • Total Cash (mrq)

    2.89B

  • Total Debt/Equity (mrq)

    11.53%

  • Levered Free Cash Flow (ttm)

    1.08B

Company Insights

Research Reports

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