Twilio Inc. (TWLO)
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- symbol TWLO
- Rev/Share 30.8648
- Book/Share 52.4962
- PB 1.9234
- Debt/Equity 0.1371
- CurrentRatio 4.9046
- ROIC 0.0035
- MktCap 15492230980.0
- FreeCF/Share 4.7275
- PFCF 21.3867
- PE 764.2516
- Debt/Assets 0.112
- DivYield 0
- ROE 0.0025
- Rating B-
- Score 2
- Recommendation Sell
- P/E Score 1
- DCF Score 2
- P/B Score 2
- D/E Score 4
Recent Analyst Ratings
| Type | Ticker | Analyst Firm | Previous Rating | Current Rating | Previous Price Target | Current Price Target | Date |
|---|---|---|---|---|---|---|---|
| Initiation | TWLO | KeyBanc Capital Markets | -- | Overweight | -- | -- | June 6, 2025 |
| Upgrade | TWLO | HSBC Securities | Reduce | Hold | -- | $99 | May 5, 2025 |
| Upgrade | TWLO | Morgan Stanley | Equal Weight | Overweight | $144 | $160 | Feb. 24, 2025 |
| Upgrade | TWLO | Goldman | Neutral | Buy | $77 | $185 | Jan. 27, 2025 |
| Reiterated | TWLO | Monness Crespi & Hardt | -- | Buy | $135 | $152 | Jan. 27, 2025 |
| Upgrade | TWLO | Robert W. Baird | Neutral | Outperform | $115 | $160 | Jan. 24, 2025 |
| Upgrade | TWLO | Mizuho | Neutral | Outperform | $85 | $140 | Jan. 8, 2025 |
News
Investors Heavily Search Twilio Inc. (TWLO): Here is What You Need to Know
Published: August 21, 2025 by: Zacks Investment Research
Sentiment: Positive
Twilio (TWLO) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
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Twilio's Much Needed Correction Is Here - New Growth Catalysts Ahead
Published: August 12, 2025 by: Seeking Alpha
Sentiment: Negative
Thank the market's over-reaction for TWLO's much needed pullback, since it brings the stock back to our Buy Zones and nearer to its peers' valuations. While the deteriorating gross/ EBIT margins are concerning, we believe that these headwinds are likely to be temporary, as we cycle through the upcoming pricing and cost actions. If anything, TWLO's new launches are already triggering improved cross selling trends, as observed in the higher dollar-based net expansion rate and the growing customer count.
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Twilio: A Unique Buying Opportunity
Published: August 11, 2025 by: Seeking Alpha
Sentiment: Positive
Twilio Inc.'s Q2 results beat expectations, showing strong revenue growth, customer acquisition, and higher FCF margins. Despite a 19% share price drop related to the firm's Q3 guidance, I believe the market overreacted given Twilio's healthy core business metrics. Twilio's dollar-based net expansion rate improved to 108%, and free cash flow grew 2.4X faster than revenue, indicating strong business momentum.
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Twilio: Another Chance To Buy
Published: August 11, 2025 by: Seeking Alpha
Sentiment: Positive
Twilio delivered strong Q2 revenue growth, beating estimates and seeing accelerating customer account additions to a new high. TWLO's profitability continues to improve, with GAAP profitability achieved, free cash flow rising, and share buybacks helping to offset dilution. Q3 EPS guidance was conservative, but management's history of underpromising and overdelivering suggests potential for future beats.
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Twilio Q2: Won't Remain Cheap For Too Long
Published: August 10, 2025 by: Seeking Alpha
Sentiment: Positive
Twilio's fundamentals remain strong, with four consecutive quarters of revenue acceleration and Segment business reaching profitability, despite recent stock selloff. Management raised full-year revenue and free cash flow guidance, and reiterated its 2027 targets, including 21-22% non-GAAP operating margin and $3B in cumulative free cash flow. Recent product innovations and a strategic partnership with Microsoft position Twilio to capture a $158B TAM in Communications, Data, and AI.
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We'll Be a Big Beneficiary of AI, Says Twilio CEO
Published: August 08, 2025 by: Bloomberg Technology
Sentiment: Positive
Twilio CEO Khozema Shipchandler says the company feels good about its outlook despite investor disappointment over the company's ESP guidance. Shipchandler speaks to Caroline Hyde on “Bloomberg Tech.
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Twilio: Full Steam Ahead In Q2, Buy The Dip
Published: August 08, 2025 by: Seeking Alpha
Sentiment: Positive
With the S&P 500 at highs, I recommend rotating into undervalued small/mid-cap stocks like Twilio for better risk/reward. Twilio's strong Q2 results, improved organic growth, and raised guidance make its post-earnings dip a buying opportunity. Valuation is attractive: Twilio trades at just ~14x forward FCF, with recurring revenue and improving fundamentals.
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Twilio Beats on Q2 Earnings, Stock Dips 11% on Dim Q3 Profit Guidance
Published: August 08, 2025 by: Zacks Investment Research
Sentiment: Positive
TWLO tops Q2 earnings and lifts 2025 revenue outlook, but shares sink on weaker-than-expected Q3 profit forecast.
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Twilio Set to Report Q2 Earnings: What's in Store for the Stock?
Published: August 04, 2025 by: Zacks Investment Research
Sentiment: Positive
TWLO's Q2 results are likely to reflect the benefits of AI integration, deepened collaborations and customer additions.
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Twilio Q2 Preview: Focusing On Net Retention And Cross-Selling, Initiate With Buy
Published: August 04, 2025 by: Seeking Alpha
Sentiment: Positive
Initiate Twilio with a buy rating and $154 fair value, based on AI-driven customer engagement and margin expansion focus. Growth slowed post-pandemic due to market saturation, a lower net expansion rate, and intensifying competition, but margin and FCF improvements are notable. New CEO's cost discipline improved FCF margin and enabled significant share repurchases, supporting higher valuation.
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Twilio (TWLO) Reports Next Week: Wall Street Expects Earnings Growth
Published: July 31, 2025 by: Zacks Investment Research
Sentiment: Positive
Twilio (TWLO) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
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Twilio Inc. (TWLO) is Attracting Investor Attention: Here is What You Should Know
Published: July 31, 2025 by: Zacks Investment Research
Sentiment: Positive
Zacks.com users have recently been watching Twilio (TWLO) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
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Twilio (TWLO) Sees a More Significant Dip Than Broader Market: Some Facts to Know
Published: July 29, 2025 by: Zacks Investment Research
Sentiment: Neutral
In the latest trading session, Twilio (TWLO) closed at $129.85, marking a -1.26% move from the previous day.
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Twilio Recognized as a Leader in the 2025 Gartner® Magic Quadrant™ for CPaaS
Published: July 24, 2025 by: Business Wire
Sentiment: Neutral
SAN FRANCISCO--(BUSINESS WIRE)--Twilio (NYSE: TWLO), the customer engagement platform that drives real-time, personalized experiences for today's leading brands, today announced it has been recognized as a Leader in the 2025 Gartner® Magic Quadrant™ for Communications Platform as a Service CPaaS for its CPaaS platform1 for the third consecutive year2. The evaluation was based on specific criteria that analyzed the company's overall Completeness of Vision and Ability to Execute. Twilio delivers.
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SoundHound vs. Twilio: Which Voice-Tech Stock Deserves Your Investment?
Published: July 21, 2025 by: Zacks Investment Research
Sentiment: Positive
SOUN and TWLO are both betting big on AI voice tech???but only one offers the mix of growth and momentum investors crave.
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Twilio (TWLO) Stock Sinks As Market Gains: Here's Why
Published: July 16, 2025 by: Zacks Investment Research
Sentiment: Negative
The latest trading day saw Twilio (TWLO) settling at $122.16, representing a -3.17% change from its previous close.
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Twilio (TWLO) Soars 6.5%: Is Further Upside Left in the Stock?
Published: July 16, 2025 by: Zacks Investment Research
Sentiment: Positive
Twilio (TWLO) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.
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Why Twilio (TWLO) is a Top Momentum Stock for the Long-Term
Published: July 11, 2025 by: Zacks Investment Research
Sentiment: Positive
Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.
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Wall Street Analysts See Twilio (TWLO) as a Buy: Should You Invest?
Published: July 09, 2025 by: Zacks Investment Research
Sentiment: Neutral
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
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Why Twilio (TWLO) is a Top Growth Stock for the Long-Term
Published: July 08, 2025 by: Zacks Investment Research
Sentiment: Positive
The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
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Investors Heavily Search Twilio Inc. (TWLO): Here is What You Need to Know
Published: July 04, 2025 by: Zacks Investment Research
Sentiment: Positive
Recently, Zacks.com users have been paying close attention to Twilio (TWLO). This makes it worthwhile to examine what the stock has in store.
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Twilio vs. Bandwidth: Which CPaaS Stock Is the Better Buy Right Now?
Published: June 24, 2025 by: Zacks Investment Research
Sentiment: Neutral
TWLO's scale, AI focus and strong balance sheet give it the edge over BAND in the CPaaS growth race.
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Twilio's AI Push: Enough to Boost Communications Revenues Further?
Published: June 23, 2025 by: Zacks Investment Research
Sentiment: Positive
TWLO's AI-driven customer engagement tools and platform are likely to continue fueling communications division growth.
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Twilio Expands RCS With Orange: Will Secure Messaging Drive Growth?
Published: June 20, 2025 by: Zacks Investment Research
Sentiment: Positive
TWLO partners with Orange to scale RCS in France, aiming to tap rising demand for secure, branded business messaging.
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Buy 5 AI Laggards of Past Month to Tap Solid Upside in the Short Term
Published: June 20, 2025 by: Zacks Investment Research
Sentiment: Positive
AI stocks like ANET, HUBS, TWLO, ADBE, and OKTA provided negative returns last month but now offer strong short-term upside potential.
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Can Twilio's Cross-Sell Strategy Unlock Higher Profitability?
Published: June 13, 2025 by: Zacks Investment Research
Sentiment: Positive
Twilio aims to boost profit through cross-selling, with large customers rising 37% in the first quarter.
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Here is What to Know Beyond Why Twilio Inc. (TWLO) is a Trending Stock
Published: June 06, 2025 by: Zacks Investment Research
Sentiment: Positive
Zacks.com users have recently been watching Twilio (TWLO) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Read More
Twilio Soars 19% in a Month: Should Investors Buy the Stock Now?
Published: June 05, 2025 by: Zacks Investment Research
Sentiment: Positive
TWLO rises nearly 19% in a month, outpacing rivals, as AI, strong cash flow and undervaluation fuel investor confidence.
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Twilio Inc. (TWLO) Annual William Blair Growth Stock Conference (Transcript)
Published: June 04, 2025 by: Seeking Alpha
Sentiment: Neutral
Twilio Inc. (NYSE:TWLO ) Annual William Blair Growth Stock Conference Call June 4, 2025 9:40 AM ET Company Participants Khozema Z. Shipchandler - CEO & Director Conference Call Participants Arjun Rohit Bhatia - William Blair & Company L.L.C.
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Twilio: Improving Customer Monetization (Rating Upgrade)
Published: June 03, 2025 by: Seeking Alpha
Sentiment: Positive
Twilio is experiencing strong double-digit revenue growth, robust enterprise customer acquisition, and improving profitability, supporting an upgrade to strong buy. Customer monetization trends are highly favorable, with a rising dollar-based net expansion rate indicating organic revenue growth potential. The Cloud platform is on track to be operating income profitable on a GAAP basis in FY 2025. Twilio maintained high free cash flow margins in Q1 as well.
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About Twilio Inc. (TWLO)
- IPO Date 2016-06-23
- Website https://www.twilio.com
- Industry Internet Content & Information
- CEO Khozema Z. Shipchandler
- Employees 5502