Twilio (NYSE:TWLO) Releases Q3 2026 Earnings Guidance

Key Points

• Twilio guided for Q3 2026 EPS of $1.42–$1.47, above the $1.25 analyst consensus, while revenue guidance of approximately $1.5 billion was in line with expectations.
• Analysts remain broadly positive, with Twilio carrying an average “Buy” rating and a consensus price target of $220.59; several firms recently raised their targets as high as $250.
• Twilio shares were nearly unchanged at $193.20, while insiders sold about $341.6 million of stock over the last quarter, including sales by the CEO and CFO under pre-arranged trading plans.

Twilio (NYSE:TWLO - Get Free Report) issued an update on its third quarter 2026 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of 1.420-1.470 for the period, compared to the consensus EPS estimate of 1.250. The company issued revenue guidance of $1.5 billion-$1.5 billion, compared to the consensus revenue estimate of $1.5 billion. Twilio also updated its FY 2026 guidance to EPS.

Twilio Stock Down 0.0%

NYSE TWLO traded down $0.02 on Thursday, hitting $193.20. 4,498,550 shares of the stock were exchanged, compared to its average volume of 2,453,751. The company has a quick ratio of 4.66, a current ratio of 4.66 and a debt-to-equity ratio of 0.13. Twilio has a fifty-two week low of $91.84 and a fifty-two week high of $238.48. The company has a market cap of $29.32 billion, a PE ratio of 301.88, a PEG ratio of 3.86 and a beta of 1.37. The company has a 50-day moving average price of $202.60 and a 200-day moving average price of $160.55.

Twilio (NYSE:TWLO - Get Free Report) last announced its quarterly earnings data on Thursday, August 6th. The technology company reported $1.47 EPS for the quarter, beating analysts' consensus estimates of $1.32 by $0.15. The company had revenue of $1.50 billion for the quarter, compared to the consensus estimate of $1.43 billion. Twilio had a net margin of 1.96% and a return on equity of 4.64%. Twilio has set its Q3 2026 guidance at 1.420-1.470 EPS. Sell-side analysts anticipate that Twilio will post 2.79 EPS for the current fiscal year.

Analysts Set New Price Targets

A number of analysts have issued reports on TWLO shares. Monness Crespi & Hardt lifted their price target on Twilio from $200.00 to $246.00 and gave the stock a "buy" rating in a report on Monday, May 11th. Jefferies Financial Group reiterated a "buy" rating and issued a $195.00 price objective on shares of Twilio in a report on Friday, May 1st. Robert W. Baird set a $200.00 target price on Twilio in a research report on Friday, May 1st. Citizens Jmp upped their price target on Twilio from $210.00 to $250.00 and gave the company a "market outperform" rating in a report on Monday, July 20th. Finally, Wells Fargo & Company increased their price target on shares of Twilio from $200.00 to $225.00 and gave the company an "overweight" rating in a research note on Monday, July 20th. Four research analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, two have issued a Hold rating and one has given a Sell rating to the company's stock. According to data from MarketBeat.com, Twilio currently has an average rating of "Buy" and an average target price of $220.59.

Insider Transactions at Twilio

In related news, CFO Aidan Viggiano sold 8,528 shares of the firm's stock in a transaction that occurred on Thursday, July 2nd. The stock was sold at an average price of $205.43, for a total transaction of $1,751,907.04. Following the transaction, the chief financial officer owned 109,724 shares in the company, valued at $22,540,601.32. This trade represents a 7.21% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Khozema Shipchandler sold 14,458 shares of Twilio stock in a transaction that occurred on Monday, July 6th. The stock was sold at an average price of $210.43, for a total value of $3,042,396.94. Following the transaction, the chief executive officer directly owned 207,203 shares in the company, valued at approximately $43,601,727.29. This trade represents a 6.52% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 1,802,480 shares of company stock valued at $341,620,487 over the last quarter. Company insiders own 0.21% of the company's stock.

Hedge Funds Weigh In On Twilio

A number of institutional investors have recently modified their holdings of TWLO. Brighton Jones LLC raised its stake in Twilio by 6.6% during the 4th quarter. Brighton Jones LLC now owns 10,051 shares of the technology company's stock valued at $1,086,000 after acquiring an additional 623 shares during the last quarter. Sivia Capital Partners LLC acquired a new position in shares of Twilio in the second quarter valued at approximately $251,000. Steward Partners Investment Advisory LLC increased its holdings in shares of Twilio by 391.1% in the fourth quarter. Steward Partners Investment Advisory LLC now owns 1,331 shares of the technology company's stock valued at $189,000 after purchasing an additional 1,060 shares during the period. Moneta Group Investment Advisors LLC purchased a new stake in shares of Twilio during the fourth quarter worth approximately $226,000. Finally, Principal Securities Inc. raised its stake in shares of Twilio by 17.7% during the fourth quarter. Principal Securities Inc. now owns 1,645 shares of the technology company's stock worth $234,000 after purchasing an additional 247 shares during the last quarter. 84.27% of the stock is owned by institutional investors and hedge funds.

Twilio Company Profile

Twilio Inc NYSE: TWLO is a cloud communications platform-as-a-service (CPaaS) company that enables developers and enterprises to embed communications into web and mobile applications. Its core offering is a suite of programmable APIs that handle messaging (SMS, MMS, and chat), voice calling, video, and user authentication. Twilio's platform is designed to help businesses build customer engagement and communication workflows without managing telecommunications infrastructure directly.

The company's product portfolio includes programmable voice and messaging APIs, Twilio Video for real‑time video applications, and Twilio Authy for multi‑factor authentication.

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