Twilio (TWLO) Set to Announce Earnings on Thursday

Key Points

• Twilio is expected to report Q3 2026 results after Thursday’s market close, with analysts forecasting $1.47 in earnings per share and $1.52 billion in revenue. The company’s guidance range is $1.42–$1.47 EPS.
• Twilio’s latest quarter exceeded expectations, with $1.47 EPS and $1.50 billion in revenue, while revenue increased 22% year over year. Analysts maintain a “Moderate Buy” consensus and have recently raised price targets as high as $335.
• Despite bullish momentum—including a Zacks Strong Buy upgrade—commentators warn that the stock’s roughly 76.9% six-month gain may have outpaced fundamentals, while competitive pressures in messaging and voice could constrain margins. Insiders have sold more than $134 million of shares over the past 90 days.

Twilio (NYSE:TWLO - Get Free Report) will likely be issuing its Q3 2026 results after the market closes on Thursday, October 29th. Analysts expect Twilio to announce earnings of $1.47 per share and revenue of $1.52 billion for the quarter. Twilio has set its Q3 2026 guidance at 1.420-1.470 EPS. Investors may review the information on the company's upcoming Q3 2026 earnings summary page for the latest details on the call scheduled for Thursday, October 29, 2026 at 5:00 PM ET.

Twilio (NYSE:TWLO - Get Free Report) last posted its quarterly earnings results on Thursday, August 6th. The technology company reported $1.47 earnings per share for the quarter, topping analysts' consensus estimates of $1.32 by $0.15. Twilio had a net margin of 20.61% and a return on equity of 5.09%. The firm had revenue of $1.50 billion for the quarter, compared to analyst estimates of $1.43 billion. During the same period in the previous year, the business posted $1.19 earnings per share. Twilio's quarterly revenue was up 22.0% on a year-over-year basis. On average, analysts expect Twilio to post $3.12 EPS for the current fiscal year and $3.98 EPS for the next fiscal year.

Twilio Trading Up 3.0%

TWLO opened at $266.54 on Thursday. The firm has a market capitalization of $40.93 billion, a price-to-earnings ratio of 37.12, a price-to-earnings-growth ratio of 5.30 and a beta of 1.35. The company's 50 day simple moving average is $254.29 and its two-hundred day simple moving average is $211.52. Twilio has a 1-year low of $105.00 and a 1-year high of $308.40. The company has a debt-to-equity ratio of 0.11, a current ratio of 4.62 and a quick ratio of 4.62.

Wall Street Analysts Forecast Growth

Several research firms recently commented on TWLO. Oppenheimer increased their price target on Twilio from $275.00 to $325.00 and gave the company an "outperform" rating in a report on Wednesday. BTIG Research upped their target price on Twilio from $285.00 to $315.00 and gave the company a "buy" rating in a report on Friday, October 16th. Wells Fargo & Company raised their target price on Twilio from $225.00 to $275.00 and gave the stock an "overweight" rating in a research note on Friday, August 7th. JPMorgan Chase & Co. boosted their price target on shares of Twilio from $260.00 to $335.00 and gave the company an "overweight" rating in a research report on Thursday, October 8th. Finally, UBS Group upped their price objective on shares of Twilio from $200.00 to $285.00 and gave the company a "buy" rating in a report on Friday, August 7th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, one has given a Hold rating and two have assigned a Sell rating to the company's stock. According to MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and an average target price of $269.96.

Key Stories Impacting Twilio

Here are the key news stories impacting Twilio this week:

• Positive Sentiment: Zacks upgraded Twilio to Rank #1 (Strong Buy), citing improving earnings prospects. The upgrade may attract additional momentum-oriented buying and support the stock’s near-term performance. All You Need to Know About Twilio Rating Upgrade to Strong Buy
• Positive Sentiment: Twilio was also included in Zacks’ list of top momentum stocks for October 21, adding to the bullish technical and earnings narrative surrounding TWLO. Best Momentum Stock to Buy for October 21st
• Positive Sentiment: BTIG raised its price target for Twilio to $315, implying further upside from recent trading levels and signaling continued analyst confidence. BTIG Raised Twilio Target to USD 315
• Neutral Sentiment: Twilio was mentioned during CNBC’s “Halftime Report Final Trades,” providing additional market visibility, although the reported featured picks were Amazon and UnitedHealth rather than a specific new recommendation on Twilio. CNBC Final Trades Including Twilio
• Negative Sentiment: Commentary warns that TWLO’s roughly 76.9% six-month gain may have outpaced the company’s underlying fundamentals, increasing valuation and profit-taking risk. 3 Reasons TWLO is Risky
• Negative Sentiment: Analysts also question Twilio’s competitive moat because messaging and voice services can be difficult to differentiate, potentially pressuring pricing and long-term margins. Twilio’s Economic Moat

Insider Buying and Selling

In related news, Director Andrew Stafman sold 500,000 shares of the firm's stock in a transaction dated Wednesday, August 12th. The stock was sold at an average price of $247.08, for a total transaction of $123,540,000.00. Following the completion of the sale, the director directly owned 120,000 shares of the company's stock, valued at approximately $29,649,600. This trade represents a 80.65% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CFO Aidan Viggiano sold 9,084 shares of the business's stock in a transaction dated Wednesday, September 30th. The shares were sold at an average price of $294.65, for a total transaction of $2,676,600.60. Following the completion of the sale, the chief financial officer owned 99,246 shares in the company, valued at approximately $29,242,833.90. This trade represents a 8.39% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last ninety days, insiders sold 538,818 shares of company stock valued at $134,833,645. 0.21% of the stock is currently owned by insiders.

Twilio Company Profile

Twilio Inc NYSE: TWLO provides a cloud-based customer engagement platform that enables businesses to communicate with customers through software and application programming interfaces (APIs). Its services support messaging, voice, video, email, authentication, contact centers and other digital interactions across mobile and web applications.

The company's products include programmable communications tools, Twilio SendGrid for email delivery, Twilio Verify for user authentication, Twilio Flex for cloud contact centers, and Twilio Segment for collecting and using customer data.

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