Twilio Inc. (TWLO)

US — Communication Services Sector
Peers: Z  SNAP  WMG  TKO  NWSA  OMC  PINS  TLK 

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Key Metrics & Ratings

  • symbol TWLO
  • Rev/Share 30.8648
  • Book/Share 52.4962
  • PB 2.1809
  • Debt/Equity 0.1371
  • CurrentRatio 4.9046
  • ROIC 0.0043

 

  • MktCap 17566613551.0
  • FreeCF/Share 4.7275
  • PFCF 24.2503
  • PE 866.5857
  • Debt/Assets 0.112
  • DivYield 0
  • ROE 0.0025

 

  • Rating B-
  • Score 2
  • Recommendation Sell
  • P/E Score 1
  • DCF Score 3
  • P/B Score 2
  • D/E Score 2

Recent Analyst Ratings

Type Ticker Analyst Firm Previous Rating Current Rating Previous Price Target Current Price Target Date
Initiation TWLO Wells Fargo -- Overweight -- $130 Oct. 1, 2025
Initiation TWLO Rosenblatt -- Buy -- $140 Sept. 5, 2025
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
Reiterated TWLO Monness Crespi & Hardt -- Buy $135 $152 Jan. 27, 2025
Upgrade TWLO Goldman Neutral Buy $77 $185 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

Insights Into Twilio (TWLO) Q3: Wall Street Projections for Key Metrics
TWLO
Published: October 28, 2025 by: Zacks Investment Research
Sentiment: Neutral

Get a deeper insight into the potential performance of Twilio (TWLO) for the quarter ended September 2025 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.

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image for news Insights Into Twilio (TWLO) Q3: Wall Street Projections for Key Metrics
Twilio Gears Up to Report Q3 Earnings: What's in Store for the Stock?
TWLO
Published: October 27, 2025 by: Zacks Investment Research
Sentiment: Positive

TWLO's Q3 results are likely to reflect the benefits of AI-driven upgrades across its product suites and strong digital adoption.

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image for news Twilio Gears Up to Report Q3 Earnings: What's in Store for the Stock?
Twilio Q3 Preview: 3 Catalysts I Am Looking Out For
TWLO
Published: October 23, 2025 by: Seeking Alpha
Sentiment: Positive

I am reiterating my “buy” rating on Twilio with an updated price target of $160 price target, representing 47% upside from current levels. For renewed investor confidence, Twilio must deliver at least 13% YoY revenue growth, maintain an 18% non-GAAP operating margin, and raise FY25 guidance. Upward revisions from analysts and momentum in large deals, AI-driven products, and cross-selling support the bullish investment thesis for Twilio.

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image for news Twilio Q3 Preview: 3 Catalysts I Am Looking Out For
Twilio Inc. (TWLO) Is a Trending Stock: Facts to Know Before Betting on It
TWLO
Published: October 23, 2025 by: Zacks Investment Research
Sentiment: Positive

Twilio (TWLO) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

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image for news Twilio Inc. (TWLO) Is a Trending Stock: Facts to Know Before Betting on It
Twilio: Promising After Pause (Upgrade)
TWLO
Published: October 22, 2025 by: Seeking Alpha
Sentiment: Positive

Twilio is regaining momentum with double-digit organic revenue growth, driven by AI adoption and expanding customer spending. TWLO's Q3 guidance appears conservative, and consistent EPS beats suggest potential for an upside surprise in upcoming results. The stock trades at just over 20x forward EPS, with strong free cash flow and aggressive share buybacks making TWLO a bargain.

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image for news Twilio: Promising After Pause (Upgrade)
Why Twilio (TWLO) is a Top Momentum Stock for the Long-Term
TWLO
Published: October 09, 2025 by: Zacks Investment Research
Sentiment: Positive

Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.

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image for news Why Twilio (TWLO) is a Top Momentum Stock for the Long-Term
Twilio Inc. (TWLO) is Attracting Investor Attention: Here is What You Should Know
TWLO
Published: October 09, 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
image for news Twilio Inc. (TWLO) is Attracting Investor Attention: Here is What You Should Know
Why Twilio (TWLO) is a Top Growth Stock for the Long-Term
TWLO
Published: October 08, 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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image for news Why Twilio (TWLO) is a Top Growth Stock for the Long-Term
Twilio Inc. (TWLO) Is a Trending Stock: Facts to Know Before Betting on It
TWLO
Published: September 25, 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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image for news Twilio Inc. (TWLO) Is a Trending Stock: Facts to Know Before Betting on It
Twilio (TWLO) Is Considered a Good Investment by Brokers: Is That True?
TWLO
Published: September 19, 2025 by: Zacks Investment Research
Sentiment: Positive

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?

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image for news Twilio (TWLO) Is Considered a Good Investment by Brokers: Is That True?
Twilio: Growing With The AI Adoption Wave
TWLO
Published: September 16, 2025 by: Seeking Alpha
Sentiment: Positive

Twilio Inc. is rated a buy as its turnaround and AI integrations are driving broad-based growth and positioning it within the AI ecosystem. TWLO's restructuring, improved go-to-market strategies, and strategic partnerships with AI leaders like OpenAI and Microsoft are fueling revenue and margin expansion. AI adoption is accelerating growth in TWLO's Voice and Messaging segments, with high-margin AI workloads boosting overall profitability and customer retention.

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image for news Twilio: Growing With The AI Adoption Wave
Twilio: A Textbook GARP Software Play
TWLO
Published: September 10, 2025 by: Seeking Alpha
Sentiment: Positive

Twilio is demonstrating a strong balance between accelerating top-line growth and a clear path to GAAP profitability, despite industry pressures from generative AI. Valuation remains attractive with a net cash balance sheet and active share repurchase program, providing downside support in a volatile market. While I expect forward growth rates to moderate, Twilio's margin expansion and recurring business model should drive solid long-term returns.

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image for news Twilio: A Textbook GARP Software Play
Twilio Inc. (TWLO) Presents At Goldman Sachs Communicopia + Technology Conference 2025 Transcript
TWLO
Published: September 08, 2025 by: Seeking Alpha
Sentiment: Neutral

Twilio Inc. (NYSE:TWLO ) Goldman Sachs Communicopia + Technology Conference 2025 September 8, 2025 12:30 PM EDT Company Participants Khozema Shipchandler - CEO & Director Conference Call Participants Kasthuri Rangan - Goldman Sachs Group, Inc., Research Division Matthew Martino - Goldman Sachs Group, Inc., Research Division Presentation Kasthuri Rangan Head of Software Coverage Well, good morning, everybody. Thanks for once again attending the Goldman Sachs Communacopia and Technology Conference.

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image for news Twilio Inc. (TWLO) Presents At Goldman Sachs Communicopia + Technology Conference 2025 Transcript
Investors Heavily Search Twilio Inc. (TWLO): Here is What You Need to Know
TWLO
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.

Read More
image for news Investors Heavily Search Twilio Inc. (TWLO): Here is What You Need to Know
Twilio's Much Needed Correction Is Here - New Growth Catalysts Ahead
TWLO
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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image for news Twilio's Much Needed Correction Is Here - New Growth Catalysts Ahead
Twilio: A Unique Buying Opportunity
TWLO
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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image for news Twilio: A Unique Buying Opportunity
Twilio: Another Chance To Buy
TWLO
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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image for news Twilio: Another Chance To Buy
Twilio Q2: Won't Remain Cheap For Too Long
TWLO
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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image for news Twilio Q2: Won't Remain Cheap For Too Long
We'll Be a Big Beneficiary of AI, Says Twilio CEO
TWLO
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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image for news We'll Be a Big Beneficiary of AI, Says Twilio CEO
Twilio: Full Steam Ahead In Q2, Buy The Dip
TWLO
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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image for news Twilio: Full Steam Ahead In Q2, Buy The Dip
Twilio Beats on Q2 Earnings, Stock Dips 11% on Dim Q3 Profit Guidance
TWLO
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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image for news Twilio Beats on Q2 Earnings, Stock Dips 11% on Dim Q3 Profit Guidance
Twilio Set to Report Q2 Earnings: What's in Store for the Stock?
TWLO
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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image for news Twilio Set to Report Q2 Earnings: What's in Store for the Stock?
Twilio Q2 Preview: Focusing On Net Retention And Cross-Selling, Initiate With Buy
TWLO
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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image for news Twilio Q2 Preview: Focusing On Net Retention And Cross-Selling, Initiate With Buy
Twilio (TWLO) Reports Next Week: Wall Street Expects Earnings Growth
TWLO
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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image for news Twilio (TWLO) Reports Next Week: Wall Street Expects Earnings Growth
Twilio Inc. (TWLO) is Attracting Investor Attention: Here is What You Should Know
TWLO
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.

Read More
image for news Twilio Inc. (TWLO) is Attracting Investor Attention: Here is What You Should Know
Twilio (TWLO) Sees a More Significant Dip Than Broader Market: Some Facts to Know
TWLO
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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image for news Twilio (TWLO) Sees a More Significant Dip Than Broader Market: Some Facts to Know
Twilio Recognized as a Leader in the 2025 Gartner® Magic Quadrant™ for CPaaS
TWLO
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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image for news Twilio Recognized as a Leader in the 2025 Gartner® Magic Quadrant™ for CPaaS
SoundHound vs. Twilio: Which Voice-Tech Stock Deserves Your Investment?
SOUN, TWLO
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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image for news SoundHound vs. Twilio: Which Voice-Tech Stock Deserves Your Investment?
Twilio (TWLO) Stock Sinks As Market Gains: Here's Why
TWLO
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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image for news Twilio (TWLO) Stock Sinks As Market Gains: Here's Why
Twilio (TWLO) Soars 6.5%: Is Further Upside Left in the Stock?
TWLO
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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image for news Twilio (TWLO) Soars 6.5%: Is Further Upside Left in the Stock?

About Twilio Inc. (TWLO)

  • IPO Date 2016-06-23
  • Website https://www.twilio.com
  • Industry Internet Content & Information
  • CEO Khozema Z. Shipchandler
  • Employees 5502

Twilio Inc., together with its subsidiaries, provides a cloud communications platform that enables developers to build, scale, and operate customer engagement within software applications in the United States and internationally. Its customer engagement platform provides a set of application programming interfaces that handle the higher-level communication logic needed for nearly every type of customer engagement, as well as enable developers to embed voice, messaging, video, and email capabilities into their applications. The company was incorporated in 2008 and is headquartered in San Francisco, California.