Twilio Inc. (TWLO)

US — Communication Services Sector
Peers: PINS  Z  BCE  RCI  NBIS  TLK  TU  VIV  SNAP 

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Key Metrics & Ratings

  • symbol TWLO
  • Rev/Share 31.9758
  • Book/Share 51.5629
  • PB 2.4285
  • Debt/Equity 0.1387
  • CurrentRatio 4.6846
  • ROIC 0.0108

 

  • MktCap 19194538786.0
  • FreeCF/Share 5.5357
  • PFCF 22.6452
  • PE 285.2456
  • Debt/Assets 0.1127
  • DivYield 0
  • ROE 0.0084

 

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

Recent Analyst Ratings

Type Ticker Analyst Firm Previous Rating Current Rating Previous Price Target Current Price Target Date
Reiterated TWLO Monness Crespi & Hardt -- Buy $165 $175 Oct. 31, 2025
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

Twilio: Still Cheap As Monetization Grows, More Upside Ahead
TWLO
Published: May 27, 2025 by: Seeking Alpha
Sentiment: Positive

TWLO's AI monetization is here, as more consumers adopt its well diversified messaging, e-mail, and voice agent offerings, implying its improved cross selling cadence. The same has been observed in its growing top/ bottom-line performance and the higher Dollar-Based Net Expansion Rate, despite the uncertain macroeconomic environment. This may potentially be aided by the still heightened downturn risks of below 50%, as more Enterprises adopt AI to drive improved Return Of Investments [ROI].

Read More
image for news Twilio: Still Cheap As Monetization Grows, More Upside Ahead
Here's Why Twilio (TWLO) is a Strong Momentum Stock
TWLO
Published: May 26, 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 Here's Why Twilio (TWLO) is a Strong Momentum Stock
Buy 5 Internet-Centric AI Stocks on the Dip to Boost Portfolio Returns
ANET, FIVN, FSLY, HUBS, TWLO
Published: May 26, 2025 by: Zacks Investment Research
Sentiment: Positive

The current low-valuation of Internet-centric AI stocks provides good opportunity for investors. Five such stocks to buy are: ANET, FSLY, FIVN, HUBS, TWLO.

Read More
image for news Buy 5 Internet-Centric AI Stocks on the Dip to Boost Portfolio Returns
Is Trending Stock Twilio Inc. (TWLO) a Buy Now?
TWLO
Published: May 22, 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 Is Trending Stock Twilio Inc. (TWLO) a Buy Now?
Buy 5 Big AI Laggards of Q1 That Found Wings and Soared Past Month
ANET, APH, APP, AVGO, TWLO
Published: May 19, 2025 by: Zacks Investment Research
Sentiment: Neutral

Five big AI laggards of Q1 that have soared in the past month are: APP, APH, ANET, AVGO, TWLO.

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image for news Buy 5 Big AI Laggards of Q1 That Found Wings and Soared Past Month
Twilio CEO Outlines Microsoft Partnership
MSFT, TWLO
Published: May 14, 2025 by: Bloomberg Technology
Sentiment: Positive

Twilio CEO Khozema Shipchandler discusses the company's new partnership with Microsoft and the impact conversational AI is having on the business. Shipchandler speaks with Ed Ludlow on “Bloomberg Technology”.

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image for news Twilio CEO Outlines Microsoft Partnership
Is Twilio (TWLO) Stock Outpacing Its Computer and Technology Peers This Year?
TWLO
Published: May 13, 2025 by: Zacks Investment Research
Sentiment: Positive

Here is how Twilio (TWLO) and Clearfield (CLFD) have performed compared to their sector so far this year.

Read More
image for news Is Twilio (TWLO) Stock Outpacing Its Computer and Technology Peers This Year?
Here's Why Twilio (TWLO) is a Strong Momentum Stock
TWLO
Published: May 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.

Read More
image for news Here's Why Twilio (TWLO) is a Strong Momentum Stock
Is It Worth Investing in Twilio (TWLO) Based on Wall Street's Bullish Views?
TWLO
Published: May 08, 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?

Read More
image for news Is It Worth Investing in Twilio (TWLO) Based on Wall Street's Bullish Views?
Twilio Inc. (TWLO) is Attracting Investor Attention: Here is What You Should Know
TWLO
Published: May 08, 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 Attracting Investor Attention: Here is What You Should Know
Twilio Stock Soars 9% on Q1 Earnings Beat & FY25 Guidance Raise
TWLO
Published: May 02, 2025 by: Zacks Investment Research
Sentiment: Positive

TWLO's first-quarter 2025 results reflect the benefits of growth in communications revenues and improved cost discipline.

Read More
image for news Twilio Stock Soars 9% on Q1 Earnings Beat & FY25 Guidance Raise
Twilio Gears Up to Report Q1 Earnings: How to Play the Stock?
TWLO
Published: April 30, 2025 by: Zacks Investment Research
Sentiment: Positive

TWLO's Q1 results are expected to reflect the benefits of AI integration, deepened collaborations, customer additions and cost-cutting measures.

Read More
image for news Twilio Gears Up to Report Q1 Earnings: How to Play the Stock?
If You'd Invested $10,000 in Twilio Stock 5 Years Ago, Here's How Much You'd Have Today
TWLO
Published: April 17, 2025 by: The Motley Fool
Sentiment: Neutral

It's common for investors to look at their portfolios and wonder "What if

Read More
image for news If You'd Invested $10,000 in Twilio Stock 5 Years Ago, Here's How Much You'd Have Today
Twilio Inc. (TWLO) is Attracting Investor Attention: Here is What You Should Know
TWLO
Published: April 17, 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 Twilio Inc. (TWLO) is Attracting Investor Attention: Here is What You Should Know
Is It Worth Investing in Twilio (TWLO) Based on Wall Street's Bullish Views?
TWLO
Published: April 04, 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?

Read More
image for news Is It Worth Investing in Twilio (TWLO) Based on Wall Street's Bullish Views?
OTT Business Messaging Markets Report 2024-2029: Infobip, Gupshup, and Twilio Revealed as Market Leaders
TWLO
Published: April 04, 2025 by: GlobeNewsWire
Sentiment: Neutral

Dublin, April 04, 2025 (GLOBE NEWSWIRE) -- The "OTT Business Messaging Market: 2024-2029" report has been added to ResearchAndMarkets.com's offering. The OTT (Over the Top) Business Messaging research suite provides analysis and actionable insights into the role of OTT business messaging in enterprises' omnichannel communications strategies; enabling key stakeholders such as CPaaS (Communications Platform-as-a-Service) and OTT messaging vendors to effectively navigate this diverse and complex market. The suite covers a wide range of OTT business messaging channels, including WhatsApp, WeChat, Messenger, LINE, Telegram, Viber, KakaoTalk, and Zalo. Included is a detailed assessment of recent developments in the OTT business messaging …

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image for news OTT Business Messaging Markets Report 2024-2029: Infobip, Gupshup, and Twilio Revealed as Market Leaders
Twilio (TWLO) Declines More Than Market: Some Information for Investors
TWLO
Published: March 26, 2025 by: Zacks Investment Research
Sentiment: Neutral

Twilio (TWLO) reachead $104.20 at the closing of the latest trading day, reflecting a -1.6% change compared to its last close.

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image for news Twilio (TWLO) Declines More Than Market: Some Information for Investors
Twilio: The New Age Of (GAAP) Profits
TWLO
Published: March 24, 2025 by: Seeking Alpha
Sentiment: Positive

Twilio has seen revenue growth accelerate to double digits and significant progress on profitability. The market may be forgetting management's ambitious medium term guidance given just in January. The company is poised to sustain GAAP profitability this year.

Read More
image for news Twilio: The New Age Of (GAAP) Profits
Is Twilio (TWLO) a Buy as Wall Street Analysts Look Optimistic?
TWLO
Published: March 18, 2025 by: Zacks Investment Research
Sentiment: Neutral

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.

Read More
image for news Is Twilio (TWLO) a Buy as Wall Street Analysts Look Optimistic?
Twilio Inc. (TWLO) Morgan Stanley Technology, Media & Telecom Conference (Transcript)
TWLO
Published: March 04, 2025 by: Seeking Alpha
Sentiment: Neutral

Twilio Inc. (NYSE:TWLO ) Morgan Stanley Technology, Media & Telecom Conference Transcript March 4, 2025 11:30 AM ET Company Participants Khozema Shipchandler - Chief Executive Officer Conference Call Participants Meta Marshall - Morgan Stanley Meta Marshall All right. Welcome everybody.

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image for news Twilio Inc. (TWLO) Morgan Stanley Technology, Media & Telecom Conference (Transcript)
Twilio, Braze: The Top 2 CEP Platforms to Own in 2025
BRZE, TWLO
Published: February 26, 2025 by: MarketBeat
Sentiment: Positive

Every investor should know the term CEP, or customer engagement platform, because it is central to businesses' use of AI. CEPs provide software services to connect and communicate with customers, which is critical to brand building, consumer loyalty, and long-term success.

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image for news Twilio, Braze: The Top 2 CEP Platforms to Own in 2025
Twilio Can Generate Around 10% Growth With Margin Expansion, Says Bullish Analyst
TWLO
Published: February 24, 2025 by: Benzinga
Sentiment: Positive

Shares of Twilio Inc TWLO were rising in early trading on Monday after having lost almost 15% over the past month.

Read More
image for news Twilio Can Generate Around 10% Growth With Margin Expansion, Says Bullish Analyst
Twilio: Further Upside Ahead As Profitability Inflection Continues
TWLO
Published: February 24, 2025 by: Seeking Alpha
Sentiment: Positive

Twilio has transitioned from a growth-at-any-cost model to a balanced approach that includes profitability and operational efficiency. Market leader in CPaaS; now with multiple activists on the scene and a new CEO implementing a shareholder-friendly agenda. Despite share appreciation in past year, current valuation is still attractive as free cash flow ramps to FY27.

Read More
image for news Twilio: Further Upside Ahead As Profitability Inflection Continues
Twilio to Participate in Morgan Stanley Technology, Media & Telecom Conference
TWLO
Published: February 21, 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 that Chief Executive Officer Khozema Shipchandler will participate in a fireside chat at the Morgan Stanley Technology, Media & Telecom Conference on Tuesday, March 4, 2025 at 8:30 a.m. (PT) / 11:30 a.m. (ET). A live webcast and replay will be available on Twilio's investor relations website at investors.twilio.com.

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image for news Twilio to Participate in Morgan Stanley Technology, Media & Telecom Conference
These Were the 5 Top-Performing Stocks in the S&P 500 in January 2025
CEG, CVS, GE, HOOD, TWLO
Published: February 19, 2025 by: The Motley Fool
Sentiment: Positive

Extending its 23%-plus climb during 2024, the S&P 500 started 2025 off with a bang, rising 2.7% in January.

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image for news These Were the 5 Top-Performing Stocks in the S&P 500 in January 2025
Should Investors Buy Roku or Twilio Stock After Q4 Earnings?
ROKU, TWLO
Published: February 18, 2025 by: Zacks Investment Research
Sentiment: Positive

As we progress through February, investors may notice that Roku (ROKU) and Twilio (TWLO) have been two of the hottest stocks so far this year.

Read More
image for news Should Investors Buy Roku or Twilio Stock After Q4 Earnings?
Trade Tracker: Joe Terranova sells Twilio
TWLO
Published: February 18, 2025 by: CNBC Television
Sentiment: Negative

Joe Terranova, Senior Managing Director for Virtus Investment Partners, joins CNBC's "Halftime Report" to explain why he's selling Twilio at these levels.

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image for news Trade Tracker: Joe Terranova sells Twilio
Twilio Plunges 15% Post Q4 Earnings: Should You Buy the Stock on Dip?
TWLO
Published: February 18, 2025 by: Zacks Investment Research
Sentiment: Positive

With AI-driven tailwinds, a differentiated product offering, solid cash flow generation and aggressive buybacks, TWLO presents an attractive buying opportunity.

Read More
image for news Twilio Plunges 15% Post Q4 Earnings: Should You Buy the Stock on Dip?
Twilio: The Post-Earnings Dip Should Have Been Worse
TWLO
Published: February 18, 2025 by: Seeking Alpha
Sentiment: Neutral

Twilio's Q4 earnings miss and cautious FY2025 guidance highlight its declining organic growth potential, leading to a 'Sell' rating due to overvaluation. Despite a positive revenue surprise, declining gross margins and stagnant R&D spending indicate questionable long-term growth prospects. Valuation analysis shows Twilio is overvalued, with a fair share price of $116, despite Wall Street's more optimistic target prices.

Read More
image for news Twilio: The Post-Earnings Dip Should Have Been Worse
Twilio: A Warranted Pullback (Rating Upgrade)
TWLO
Published: February 18, 2025 by: Seeking Alpha
Sentiment: Positive

Twilio's Q4 report showed solid improvement in key metrics, with revenue growth accelerating from previous quarters. Key metrics improved across the board, highlighted by strong customer growth and an increase in the dollar-based net expansion rate. Shares pulled back as a lack of a revenue guidance increase for 2025 led investors to sell into a tremendous recent rally.

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image for news Twilio: A Warranted Pullback (Rating Upgrade)

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.