Twilio (TWLO) Stock Price, News & Analysis

Company Overview

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. Twilio also offers Twilio Flex, a cloud-based contact center platform that can be customized and integrated with back-end systems, and Twilio SendGrid, an email delivery and marketing platform acquired in 2019. Over time Twilio has expanded its capabilities through acquisitions and organic development to support customer engagement, security, and omnichannel communications.

Founded in 2008 by Jeff Lawson, Evan Cooke and John Wolthuis, Twilio is headquartered in San Francisco, California, and serves a global customer base across industries such as e-commerce, healthcare, financial services and technology. The company’s services are aimed at software developers and enterprise IT organizations that require programmable, scalable communications solutions. Twilio’s leadership has emphasized developer-friendly tools, API-driven integration, and a platform approach that lets customers compose communications into broader application workflows.

Key Stats

• Today's Range: $189.33 to $199.99
• 50-Day Range: $181.56 to $237.14
• 52-Week Range: $91.84 to $238.48
• Volume: 3.26 million shs
• Average Volume: 1.68 million shs
• Market Capitalization: $29.42 billion
• P/E Ratio: 302.89
• Dividend Yield: N/A
• Price Target: $220.59
• Consensus Rating: Buy

Twilio Stock Analysis - MarketRank™

Twilio scored higher than 85% of companies evaluated by MarketBeat, and ranked 166th out of 592 stocks in the technology sector. Scores are calculated by averaging available category scores, with extra weight given to analysis and valuation.

Analyst's Opinion

• Score: 3.6 / 5
• Analyst Rating: Buy

Consensus Rating

Twilio has received a consensus rating of Buy. The company's average rating score is 3.00, and is based on 4 strong buy ratings, 19 buy ratings, 2 hold ratings, and 1 sell rating.

Upside Potential

Twilio has a consensus price target of $220.59, representing about 13.8% upside from its current price of $193.85.

Amount of Analyst Coverage

Twilio has been the subject of 16 research reports in the past 90 days, demonstrating strong analyst interest in this stock.

Earnings and Valuation

• Score: 1.9 / 5
• Proj. Earnings Growth: 31.18%

Earnings Growth

Earnings for Twilio are expected to grow by 31.18% in the coming year, from $2.79 to $3.66 per share.

Price to Earnings Ratio vs. the Market

The P/E ratio of Twilio is 302.89, which means that it is trading at a more expensive P/E ratio than the market average P/E ratio of about 40.43.

Price to Earnings Ratio vs. Sector

The P/E ratio of Twilio is 302.89, which means that it is trading at a more expensive P/E ratio than the Technology sector average P/E ratio of about 81.96.

Price to Earnings Growth Ratio

Twilio has a PEG Ratio of 3.93. 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 3.78. P/B Ratios above 3 indicate that a company could be overvalued with respect to its assets and liabilities.

Short Interest

• Score: 4.0 / 5
• Short Interest Level: Healthy

Percentage of Shares Shorted

2.78% 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 2.4, which is generally considered an acceptable ratio of short interest to trading volume.

Change versus previous month

Short interest in Twilio has recently decreased by 4.17%, indicating that investor sentiment is improving.

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.

News and Social Media

• Score: 3.9 / 5
• News Sentiment: 1.30

News Sentiment

Twilio has a news sentiment score of 1.30. 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 0.67 average news sentiment score of Technology companies.

News Coverage This Week

MarketBeat has tracked 16 news articles for Twilio this week, compared to 9 articles on an average week.

Search Interest

Only 14 people have searched for TWLO on MarketBeat in the last 30 days. This is a decrease of -39% compared to the previous 30 days.

MarketBeat Follows

18 people have added Twilio to their MarketBeat watchlist in the last 30 days. This is an increase of 100% compared to the previous 30 days.

Company Ownership

• Score: 1.4 / 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 $341,898,467.00 in company stock.

Percentage Held by Insiders

0.21% 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.

Company Calendar

• Last Earnings: 4/30/2026
• Today: 8/04/2026
• Next Earnings (Estimated): 8/06/2026
• Fiscal Year End: 12/31/2026

Industry, Sector and Symbol

• Stock Exchange: NYSE
• Sector: Technology
• Industry: IT Services
• Sub-Industry: Internet Services & Infrastructure
• Current Symbol: NYSE:TWLO
• CIK: 1447669
• Web: www.twilio.com
• Phone: (415) 390-2337
• Fax: N/A
• Employees: 5,587
• Year Founded: 2008

Price Target and Rating

• Average Price Target for Twilio: $220.59
• High Price Target: $300.00
• Low Price Target: $100.00
• Potential Upside/Downside: +13.8%
• Consensus Rating: Buy
• Rating Score (0-4): 3.00
• Research Coverage: 26 Analysts

Profitability

• EPS (Trailing Twelve Months): $0.64
• Trailing P/E Ratio: 302.89
• Forward P/E Ratio: 69.48
• P/E Growth: 3.93
• Net Income: $33.83 million
• Net Margins: 1.96%
• Pretax Margin: 2.47%
• Return on Equity: 4.64%
• Return on Assets: 3.76%

Debt

• Debt-to-Equity Ratio: 0.13
• Current Ratio: 4.66
• Quick Ratio: 4.66

Sales & Book Value

• Annual Sales: $5.07 billion
• Price / Sales: 5.81
• Cash Flow: $6.39 per share
• Price / Cash Flow: 30.35
• Book Value: $51.32 per share
• Price / Book: 3.78

Miscellaneous

• Outstanding Shares: 151,770,000
• Free Float: 151,455,000
• Market Cap: $29.42 billion
• Optionable: Optionable
• Beta: 1.37