
TWLO's 69% YTD rally is backed by accelerating growth, record free cash flow, raised guidance and rising demand for AI communications infrastructure.
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 | 4.11 |
| Price-to-Sales (TTM) | 6.42 |
| EV/Revenue | 6.34 |
| EV/EBITDA | 70.78 |
| Quarterly Earnings Growth (YoY) | 4672.00% |
| Quarterly Revenue Growth (YoY) | 22.00% |
| Shares Outstanding | $153.57M |
| Float | $152.94M |
| % Insiders | 0.13% |
| % Institutions | 93.31% |
Volatility is currently contracting

TWLO's 69% YTD rally is backed by accelerating growth, record free cash flow, raised guidance and rising demand for AI communications infrastructure.

Twilio (TWLO) is looking like an interesting pick from a technical perspective, as the company reached a key level of support. Recently, TWLO crossed above the 20-day moving average, suggesting a short-term bullish trend.

Top-ranked stocks ALL, W, BILL, TWLO and CRBU are likely to beat on the bottom line in their upcoming releases.

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?

Oil-price volatility is shaking markets, but Plexus, Twilio and MACOM stand out as momentum stocks with strong one-year gains and recent pullbacks.

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.
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