Twilio (TWLO) Stock Price, News & Analysis

Company Overview

Twilio Inc. is a cloud communications platform-as-a-service (CPaaS) company that enables developers and businesses to integrate real-time communication capabilities into their applications. Through its application programming interfaces (APIs), Twilio provides voice, messaging, video and email services that can be embedded directly into software, mobile apps and websites. Its developer-centric approach allows organizations to build, scale and operate communication workflows without managing infrastructure.

The company’s core offerings include Twilio Programmable Messaging for SMS, MMS and chat; Twilio Programmable Voice for inbound and outbound calling; Twilio Video for interactive video applications; and SendGrid by Twilio for email delivery. In addition, Twilio Flex serves as an omnichannel contact center platform that combines voice, messaging, chat and CRM integrations to support customer engagement. Twilio’s ecosystem also extends to IoT connectivity via its Super SIM product and to identity verification services through Authy.

Founded in 2008 by Jeff Lawson, Evan Cooke and John Wolthuis, Twilio completed its initial public offering in June 2016 on the New York Stock Exchange under the ticker “TWLO.” The company has grown through organic development and strategic acquisitions, most notably the 2020 acquisition of Segment, a customer data platform, enhancing Twilio’s ability to offer personalized, data-driven communications.

Headquartered in San Francisco, Twilio serves millions of developers and thousands of enterprise customers across more than 180 countries. Under the leadership of co-founder and Chief Executive Officer Jeff Lawson, Twilio continues to expand its global footprint, with regional offices in Europe, Asia Pacific and Latin America, supporting industries such as retail, healthcare, financial services and on-demand marketplaces.

Key Stats

• Today's Range: $102.50 to $106.43
• 50-Day Range: $92.33 to $132.76
• 52-Week Range: $56.85 to $151.95
• Volume: 1.79 million shs
• Average Volume: 3.21 million shs
• Market Capitalization: $16.26 billion
• P/E Ratio: 883.45
• Dividend Yield: N/A
• Price Target: $129.32
• Consensus Rating: Moderate Buy

Twilio Stock Analysis - MarketRank™

Twilio scored higher than 79% of companies evaluated by MarketBeat, and ranked 202nd out of 653 stocks in the computer and technology sector. Scores are calculated by averaging available category scores, with extra weight given to analysis and valuation.

Analyst's Opinion

• Score: 2.4 / 5
• Analyst Rating: Moderate Buy

Consensus Rating

Twilio has received a consensus rating of Moderate Buy. The company's average rating score is 2.71, and is based on 16 buy ratings, 6 hold ratings, and 1 sell rating.

Amount of Analyst Coverage

Twilio has only been the subject of 4 research reports in the past 90 days.

Earnings and Valuation

• Score: 1.9 / 5
• Proj. Earnings Growth: 60.42%

Earnings Growth

Earnings for Twilio are expected to grow by 60.42% in the coming year, from $1.44 to $2.31 per share.

Price to Earnings Ratio vs. the Market

The P/E ratio of Twilio is 881.30, which means that it is trading at a more expensive P/E ratio than the market average P/E ratio of about 271.84.

Price to Earnings Ratio vs. Sector

The P/E ratio of Twilio is 881.30, which means that it is trading at a more expensive P/E ratio than the Computer and Technology sector average P/E ratio of about 419.11.

Price to Earnings Growth Ratio

Twilio has a PEG Ratio of 3.31. PEG Ratios above 1 indicate that a company could be overvalued.

Price to Book Value per Share Ratio

Twilio has a P/B Ratio of 2.02. P/B Ratios below 3 indicates that a company is reasonably valued with respect to its assets and liabilities.

Short Interest

• Score: 2.0 / 5
• Short Interest Level: Bearish

Percentage of Shares Shorted

5.00% of the float of Twilio has been sold short.

Short Interest Ratio / Days to Cover

Twilio has a short interest ratio ("days to cover") of 2.1, which is generally considered an acceptable ratio of short interest to trading volume.

Change versus previous month

Short interest in Twilio has recently increased by 46.99%, indicating that investor sentiment is decreasing significantly.

Dividend

• Score: 0.0 / 5
• Dividend Strength: N/A

Dividend Yield

Twilio does not currently pay a dividend.

Dividend Growth

Twilio does not have a long track record of dividend growth.

Sustainability and ESG

• Score: 3.1 / 5
• Environmental Score: -0.82

Percentage of Shares Shorted

5.00% of the float of Twilio has been sold short.

Short Interest Ratio / Days to Cover

Twilio has a short interest ratio ("days to cover") of 2.1, which is generally considered an acceptable ratio of short interest to trading volume.

Change versus previous month

Short interest in Twilio has recently increased by 46.99%, indicating that investor sentiment is decreasing significantly.

News and Social Media

• Score: 3.0 / 5
• News Sentiment: 1.41

News Sentiment

Twilio has a news sentiment score of 1.41. This score is calculated as an average of sentiment of articles about the company over the last seven days and ranges from 2 (good news) to -2 (bad news). This is a higher news sentiment than the 0.73 average news sentiment score of Computer and Technology companies.

News Coverage This Week

MarketBeat has tracked 18 news articles for Twilio this week, compared to 22 articles on an average week.

Search Interest

46 people have searched for TWLO on MarketBeat in the last 30 days. This is an increase of 142% compared to the previous 30 days.

MarketBeat Follows

Only 15 people have added Twilio to their MarketBeat watchlist in the last 30 days. This is a decrease of -12% compared to the previous 30 days.

Company Ownership

• Score: 2.5 / 5
• Insider Trading: Selling Shares

Insider Buying vs. Insider Selling

In the past three months, Twilio insiders have sold more of their company's stock than they have bought. Specifically, they have bought $0.00 in company stock and sold $6,235,788.00 in company stock.

Percentage Held by Insiders

Only 4.50% of the stock of Twilio is held by insiders.

Percentage Held by Institutions

84.27% of the stock of Twilio is held by institutions. High institutional ownership can be a signal of strong market trust in this company.

TWLO Stock Analysis - Frequently Asked Questions

How have TWLO shares performed this year?

Twilio's stock was trading at $108.08 at the start of the year. Since then, TWLO stock has decreased by 2.2% and is now trading at $105.7470.

How were Twilio's earnings last quarter?

Twilio Inc. (NYSE:TWLO) announced its quarterly earnings data on Thursday, August, 7th. The technology company reported $1.19 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.02 by $0.17. The business's revenue for the quarter was up 13.5% on a year-over-year basis.
Read the conference call transcript.

Does Twilio have any subsidiaries?

The following companies are subsidiaries of Twilio: Boku Mobile Identity, Zipwhip Inc., ValueFirst, Segment.io Inc., Electric Imp, Teravoz, SendGrid Inc., and others.

When did Twilio IPO?

Twilio (TWLO) raised $130 million in an initial public offering on Thursday, June 23rd 2016. The company issued 10,000,000 shares at $12.00-$14.00 per share. Goldman Sachs and J.P. Morgan served as the underwriters for the IPO and Allen, Pacific Crest Securities (a division of KeyBanc Capital Markets), JMP Securities, William Blair and Canaccord Genuity were co-managers.

Who are Twilio's major shareholders?

Twilio's top institutional investors include Vanguard Group Inc. (9.77%), State Street Corp (2.61%), Arrowstreet Capital Limited Partnership (1.78%) and Geode Capital Management LLC (1.67%). Insiders that own company stock include Twilio Inc, Elena A Donio, Khozema Shipchandler, Jeff Lawson, Eyal Manor, Aidan Viggiano, Dana Wagner, Erika Rottenberg and Donna Dubinsky.
View institutional ownership trends.

How do I buy shares of Twilio?

Shares of TWLO stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services.

What other stocks do shareholders of Twilio own?

Based on aggregate information from My MarketBeat watchlists, some other companies that Twilio investors own include Salesforce (CRM), QUALCOMM (QCOM), AbbVie (ABBV), Johnson & Johnson (JNJ), Chevron (CVX), Home Depot (HD) and Bank of America (BAC).

Company Calendar

• Last Earnings: 8/07/2025
• Today: 9/04/2025
• Next Earnings (Estimated): 10/29/2025
• Fiscal Year End: 12/31/2025

Industry, Sector and Symbol

• Stock Exchange: NYSE
• Sector: Computer and Technology
• Industry: INTERNET SOFTWARE
• Sub-Industry: Computer Software
• Current Symbol: NYSE:TWLO
• CIK: 1447669
• Web: www.twilio.com
• Phone: (415) 390-2337
• Fax: N/A
• Employees: 5,535
• Year Founded: 2008

Price Target and Rating

• Average Price Target for Twilio: $129.32
• High Price Target: $170.00
• Low Price Target: $75.00
• Potential Upside/Downside: +22.0%
• Consensus Rating: Moderate Buy
• Rating Score (0-4): 2.71
• Research Coverage: 24 Analysts

Profitability

• EPS (Trailing Twelve Months): $0.12
• Trailing P/E Ratio: 883.45
• Forward P/E Ratio: 73.61
• P/E Growth: 3.31
• Net Income: -$109.40 million
• Net Margins: 0.43%
• Pretax Margin: 0.91%
• Return on Equity: 2.78%
• Return on Assets: 2.26%

Debt

• Debt-to-Equity Ratio: 0.12
• Current Ratio: 4.90
• Quick Ratio: 4.90

Sales & Book Value

• Annual Sales: $4.46 billion
• Price / Sales: 3.65
• Cash Flow: $2.46 per share
• Price / Cash Flow: 43.03
• Book Value: $52.43 per share
• Price / Book: 2.02

Miscellaneous

• Outstanding Shares: 153,430,000
• Free Float: 146,529,000
• Market Cap: $16.26 billion
• Optionable: Optionable
• Beta: 1.27