TWLO

MSGE, TWLO and AII made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on August 18, 2026.

The transaction involved ~500,000 shares with a total value of $123.5 million based on the August 12, 2026 execution price. The sale reduced the insider's total equity holdings by 79%.

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.

Twilio has surged over 80% YTD, driven by a robust Q2 beat-and-raise and accelerating growth amid a broader software sector rebound. TWLO raised FY26 guidance to 13%–13.5% organic and 18%–18.5% total revenue growth, with FCF margin guidance up to 19.1%. Guidance boost is largely organic, with only ~$15 million of the ~$177 million increase attributable to carrier fee pass-throughs.

Twilio Inc. delivered Q2 results that beat Street estimates on the top and bottom lines. Following strong results and guidance, TWLO shares have surged over 113% since February, far outpacing the S&P 500. TWLO's improving profitability has led to increased free cash flow generation.

Twilio now expects 2026 revenue to grow 18% to 18.5%, up from its prior outlook of 14% to 15%. Second-quarter revenue rose 22% year over year to a record $1.50 billion.

Twilio (TWLO) stock has surged 30% to a new all-time high after the cloud communications company delivered a strong Q2 report.

Twilio stock price jumped to its highest level since January 2022 after publishing strong financial results. TWLO hit a high of $248, up by over 500% from its lowest level in 2023, with its market capitalization hitting over $37 billion.

Twilio shares surged after the cloud communications company beat expectations and delivered record profitability and free cash flow. CEO Khozema Shipchandler joins Bloomberg to explain why AI is still only a modest contributor to revenue today, how Twilio's global communications infrastructure creates a competitive moat, and why he sees agentic AI as a long-term tailwind for the business.

Twilio (Twilio Inc (NYSE:TWLO)) shares opened about 18% higher on Friday after the communications software company reported second-quarter results that exceeded analyst expectations. Twilio reported adjusted earnings of $1.47 per share for the second quarter, compared with analyst consensus estimates of $1.32 per share.