Twilio Inc. provides a cloud communications platform that enables developers to build, scale, and operate customer engagement within software applications in the United States and internationally. The company is headquartered in San Francisco, California.
| Revenue (TTM) | $5.57B |
| Gross Profit (TTM) | $2.71B |
| EBITDA | $499.81M |
| Operating Margin | 7.83% |
| Return on Equity | 13.50% |
| Return on Assets | 2.06% |
| Revenue/Share (TTM) | $36.51 |
| Book Value | $58.46 |
| Price-to-Book | 4.97 |
| Price-to-Sales (TTM) | 8.26 |
| EV/Revenue | 7.73 |
| EV/EBITDA | 86.22 |
| Quarterly Earnings Growth (YoY) | 4672.00% |
| Quarterly Revenue Growth (YoY) | 22.00% |
| Shares Outstanding | $153.57M |
| Float | $152.90M |
| % Insiders | 0.13% |
| % Institutions | 93.24% |
Volatility is currently expanding
Recently, Zacks.com users have been paying close attention to Twilio (TWLO). This makes it worthwhile to examine what the stock has in store.
The longer the base, the higher in space” is a classic Wall Street stock market adage meaning that an extended period of price consolidation leads to a larger and stronger price move when a breakout finally occurs. A long base structure serves several purposes.
Twilio (TWLO) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.
TWLO's faster growth and direct AI communications exposure give it an edge over CRM despite a richer valuation and margin pressures.
Twilio is rated Buy with a fair value of $258.53, reflecting renewed double-digit organic growth and Voice segment expansion. Q2 2026 organic revenue grew 17% year over year, outpacing prior years and validating the company's accelerating growth trajectory. Voice, now 12% of revenue, is poised for further growth as AI-driven phone agents expand Twilio's opportunity in programmable telephony.
Twilio is rated Buy, driven by broad-based product momentum and accelerating Voice AI adoption supporting sustainable double-digit revenue and EPS growth. Voice AI and higher-margin software attachments are strengthening TWLO's gross profit trajectory and operating leverage, despite carrier pass-through fee headwinds. Consensus estimates for FY26 and FY27 are being revised upward, with further upside likely as TWLO consistently beats and raises guidance.
TWLO's AI customer wins, including a seven-figure Car Finance 247 deal, add a growth driver as 2026 organic revenue guidance is raised.
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TWLO's new AI platform gains early traction as strong adoption, accelerating growth and rising AI demand expand its growth potential.
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