Ticker: TWLO

Twilio

Internet Communication Services Internet Content & Information

Price 261.79

Reco Buy Potential 77 Risk 43 Updated 2026-10-24

Official website

Forecast impact

positive

Target +24.1% target fill 80.5%

Reaction D5 pending · D10 pending fresh confirmed · market trust

Impact Potential +6 · Risk -3 valid until 2026-11-20

Track in portfolio

Price chart

AI recommendation Analyst forecast Calendar event Positive signal Negative signal Neutral / update Hold / informational B My buy S My sell

Description

Company and Business Model

Twilio is a cloud communications platform that enables developers to integrate various communication functionalities into applications. Its core products include APIs for messaging, voice, video, and email services. Major business segments consist of Communication APIs, Flex (a contact center solution), and other platform services. The primary revenue source is derived from usage-based fees for its APIs, catering to businesses seeking scalable communication solutions.

Investment Profile

The investment profile of Twilio is more aligned with growth investors, given its focus on expanding its platform and increasing usage among developers and enterprises. The company shows potential for revenue growth, supported by a solid market position in the communication services sector. Investors may find it suitable for a medium to long-term horizon, with a focus on capital appreciation rather than dividends.

Category: Internet Sector: Communication Services Industry: Internet Content & Information Investment style: Growth Horizon: Long-term Company type: Tech Giant Company type: Market Leader Experience: Basic

Fundamental metrics (experimental) Updated: 2026-10-22

EPS (TTM) — earnings per share for the last 12 months, $: 7.52
Revenue QoQ — quarter-over-quarter revenue growth: 6.6%
EPS surprise: 11.4%
20d volatility: 3.7%

AI recommendation changes

Date	Before	After	Reason
2026-10-20	Hold	Buy	Strong fundamentals, but recent momentum is concerning.
2026-10-17	Buy	Hold	Negative momentum and high risk overshadow potential gains.
2026-10-09	Hold	Buy	Strong revenue growth, but recent volatility raises concerns.
2026-10-07	Buy	Hold	Strong growth but high volatility and uncertainty persist.
2026-09-08	Hold	Buy	Strong momentum and positive earnings surprise support growth outlook.
2026-09-05	Buy	Hold	Strong growth but high volatility and risk factors present.
2026-07-29	Hold	Buy	Positive momentum but mixed fundamentals and market signals.
2026-07-23	Buy	Hold	Weak momentum and high risk; cautious approach advised.
2026-06-27	Hold	Buy	Positive momentum but mixed fundamentals warrant caution.
2026-06-17	Buy	Hold	Weak momentum and high risk; cautious approach advised.
2026-06-15	Hold	Buy	Strong momentum but uncertain market conditions persist.
2026-06-09	Buy	Hold	Mixed performance; high risk with uncertain momentum.
2026-05-30	Hold	Buy	Strong momentum and positive earnings surprise support growth outlook.
2026-05-28	Buy	Hold	Mixed performance; high risk with uncertain momentum.
2026-05-16	Hold	Buy	Strong momentum and positive earnings surprise support growth outlook.
2026-05-08	—	Hold	Strong momentum and positive EPS surprise support growth outlook.
2026-05-08	Hold	Hold	Компания показывает сильный рост за последние месяцы, что свидетельствует о положительной динамике. Увеличение выручки и положительный сюрприз по EPS также поддерживают оптимистичный взгляд на будущее.
2026-02-08	Sell	Hold	Компания демонстрирует волатильность в краткосрочной перспективе, но имеет положительную динамику на более длительном горизонте. Рекомендуется удерживать акции до получения более ясных сигналов о восстановлении.
2026-01-30	Hold	Sell	Компания демонстрирует негативные тренды по всем временным периодам, а также отсутствуют данные по EPS и выручке, что указывает на высокие риски и неопределенность в будущем.
2026-01-29	Buy	Hold	Компания показывает положительную динамику на коротких временных интервалах, однако долгосрочные показатели нестабильны, что создает риски для инвесторов.
2026-01-27	Hold	Buy	Компания показывает положительную динамику на коротких и средних сроках, что свидетельствует о росте интереса инвесторов. Однако стоит учитывать высокую волатильность и отсутствие данных по EPS и выручке.

Analyst forecasts

Date	Analyst	Action	Target	Price Then
2026-10-21	Oppenheimer	Target Raised	275 → 325	258.69
2026-10-16	BTIG	Target Raised	— → 315	273.4
2026-10-14	Stifel Nicolaus	Target Raised	— → 325	281.59
2026-09-24	HSBC	Rating Downgraded	— → 211	299.66
2026-08-12	Mizuho Securities	Update	— → 270	255.95
2026-08-07	Morgan Stanley	Target Raised	200 → 261	251.82
2026-08-07	Goldman Sachs	Target Raised	300 → 330	247.94
2026-08-07	UBS	Target Raised	200 → 285	251.47
2026-08-07	Rosenblatt Securities	Target Raised	— → 275	241.38
2026-08-07	Needham	Target Raised	— → 280	193.2
2026-08-07	Wells Fargo	Target Raised	225 → 275	193.2
2026-08-07	Jefferies	Target Raised	195 → 240	193.2
2026-08-07	KeyBanc	Target Raised	200 → 250	193.2
2026-08-07	Stifel Nicolaus	Target Raised	— → 275	193.2
2026-07-28	BTIG	Target Raised	215 → 245	194.47
2026-07-17	Mizuho Securities	Target Raised	200 → 240	206.7
2026-07-09	Stifel Nicolaus	Rating Upgraded	— → 260	218.6
2026-07-02	KGI Securities	Update	— → 250	210.64
2026-06-11	Tigress Financial	Target Raised	— → 255	203.28
2026-05-18	Oppenheimer	Target Raised	200 → 235	198.29
2026-05-11	Needham	Target Raised	200 → 250	201.7
2026-05-01	Morgan Stanley	Target Raised	153 → 200	174.34
2026-05-01	Robert W. Baird	Target Raised	160 → 200	175.92
2026-05-01	Oppenheimer	Target Raised	170 → 200	148.06
2026-05-01	KeyBanc	Target Raised	156 → 200	148.06
2026-05-01	BTIG	Target Raised	175 → 215	148.06
2026-05-01	Needham	Target Raised	145 → 200	148.06
2026-05-01	Stifel Nicolaus	Target Raised	120 → 175	148.06
2026-05-01	Piper Sandler	Target Raised	130 → 192	148.06

News Page 1 of 1

Vylor Joins S&P 500 Following Spin-Off from Corteva, Twilio Set to Replace Warner Bros. Discovery

10/01/2026, 03:37 PM announcement Warner Bros. Discovery Corteva Twilio

Vylor's addition to the S&P 500 following its spin-off from Corteva highlights significant changes in the index, which could influence investor sentiment and stock performance in the agricultural sector.

Stocks Making Significant Midday Moves: Akamai Technologies, Genius Sports, and Others

09/25/2026, 11:38 AM business review Atlas Energy Solutions Scholastic Genius Sports Meta Platforms Costco Microsoft Akamai Technologies Twilio

Akamai Technologies and Atlas Energy Solutions saw significant stock gains due to major contract announcements, while Twilio's shares fell sharply after a downgrade from HSBC, highlighting the mixed performance of companies in the market.

Analysts RBC Capital Markets highlight volatility in software stocks amid 'SaaSpocalypse' concerns

08/07/2026, 01:36 PM economy review Analysts: analysts, RBC Capital Markets software HubSpot Atlassian Datadog Twilio

Recent fluctuations in software stocks highlight investor concerns about the impact of artificial intelligence on traditional software business models, with significant losses for companies like HubSpot and Datadog, contrasted by strong performances from Twilio and Atlassian.

Stocks Making Significant Moves Premarket: Atlassian Corporation, Wendy’s, First Solar, Airbnb, and More

08/07/2026, 05:37 AM business review Atlassian Wendy's Akamai Technologies Trade Desk First Solar Cloudflare Twilio Airbnb

Several companies experienced significant stock movements in premarket trading, with notable gains for Atlassian and Twilio following strong earnings reports, while Wendy's and Trade Desk faced declines due to disappointing results.

Stocks Making Significant After-Hours Moves: Airbnb Surges, DraftKings and Sweetgreen Disappoint

08/06/2026, 02:37 PM business review Sweetgreen (SG) Dropbox Instacart Akamai Technologies Trade Desk Cloudflare Twilio Airbnb DraftKings

Several companies reported their second quarter earnings, leading to significant stock movements. Notably, Airbnb and Twilio exceeded analyst expectations, while DraftKings and Trade Desk fell short, impacting their stock prices accordingly.

Stocks Making Significant Premarket Moves: WD-40 Rallies 15%, Delta Air Lines Declines, and Circle Internet Group Gains Approval for Crypto Bank

07/10/2026, 05:36 AM business review finance ai Vodafone Group WD-40 Company Meta Platforms Delta Air Lines Intel Twilio Shopify

Several companies experienced significant stock movements in premarket trading, with WD-40 Company and Circle Internet Group seeing notable gains following strong earnings and regulatory approval, respectively.

Analysts Rosenblatt Securities recommend buying Ambarella (AMBA), Quantinuum (QNT), and Twilio (TWLO) for the second half of 2026

06/30/2026, 10:37 AM investing recommendation Analysts: analysts, Rosenblatt ai software Ambarella Twilio

Rosenblatt Securities recommends several technology stocks for investors looking to capitalize on market momentum in the second half of 2026, highlighting their potential for significant returns.

Investor Joe Terranova Highlights Twilio (TWLO) and Generac (GNRC) as Strong AI Plays with Momentum

06/02/2026, 01:32 PM investing growth ai software Generac Holdings Twilio

Investor Joe Terranova is focusing on Twilio and Generac as key opportunities in the AI sector, highlighting their strong performance and fundamentals. His insights reflect a broader trend of reallocating investments towards companies benefiting from artificial intelligence advancements.