TWLO
Twilio Inc. NYSE Listed Jun 23, 2016$186.17
-1.03%
vs $188.11
Mkt Cap $28.3B
52w Low $91.84
64.3% of range
52w High $238.48
50d MA $179.85
200d MA $135.84
P/E (TTM)
886.5x
EV/EBITDA
103.7x
P/B
3.6x
Debt/Equity
0.1x
ROE
0.4%
P/FCF
28.8x
RSI (14)
47.90
ATR (14)
$13.89
Beta
1.28
50d MA
$179.85
200d MA
$135.84
Avg Volume
2.8M
Twilio Inc., together with its subsidiaries, provides a cloud communications platform that enables developers to build, scale, and operate customer engagement within software applications in the United States and internationally. Its customer engagement platform provides a set of application programming interfaces that handle the higher-level communication logic needed for nearly every type of customer engagement, as well as enable developers to embed voice, messaging, video, and email capabilities into their applications. The company was incorporated in 2008 and is headquartered in San Francisco, California.
101 Spear Street · San Francisco, CA 94105 · US
| Date | Time | Est | Rptd | Surp | Base | Gap% | D1% | D2% | D3% | D4% | D5% | Guide ▲★ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Apr 30, 2026 | AMC | 1.27 | 1.50 | +18.1% | 148.06 | +20.1% | +23.8% | +3.5% | +3.1% | -2.1% | +3.0% | — |
| Feb 12, 2026 | AMC | 1.23 | 1.33 | +8.1% | 110.41 | -3.2% | +2.3% | -4.0% | +2.0% | +0.3% | +2.0% | — |
| Oct 30, 2025 | AMC | 1.07 | 1.25 | +16.8% | 112.86 | +12.4% | +19.5% | +0.9% | -4.5% | +1.1% | -3.0% | — |
| Aug 7, 2025 | AMC | 1.05 | 1.19 | +13.3% | 122.39 | -15.5% | -19.4% | -6.3% | +3.0% | +6.8% | -0.9% | — |
| May 1, 2025 | AMC | 0.96 | 1.14 | +19.0% | 97.88 | +4.9% | +2.3% | +2.9% | -2.1% | +2.7% | +1.6% | — |
| Feb 13, 2025 | AMC | 0.99 | 1.00 | +1.0% | 147.28 | -10.5% | -15.0% | +0.3% | -3.5% | -2.7% | -3.1% | — |
| Oct 30, 2024 | AMC | 0.86 | 1.02 | +18.9% | 70.57 | +14.1% | +14.3% | +5.2% | +3.1% | +1.4% | +1.8% | — |
| Aug 1, 2024 | AMC | 0.73 | 0.87 | +18.9% | 56.27 | +6.1% | +11.7% | -4.7% | -1.8% | +0.3% | +2.7% | — |
| May 7, 2024 | AMC | 0.59 | 0.80 | +35.1% | 63.37 | -5.0% | -7.5% | +1.5% | +1.0% | +3.6% | -0.0% | — |
| Feb 14, 2024 | AMC | 0.57 | 0.86 | +50.9% | 72.27 | -12.7% | -15.4% | -4.2% | -3.3% | -0.8% | +0.5% | — |
| Nov 8, 2023 | AMC | 0.35 | 0.58 | +65.7% | 55.81 | +2.5% | +0.3% | +5.1% | -0.7% | +5.4% | +0.9% | — |
| Aug 8, 2023 | AMC | 0.29 | 0.54 | +86.2% | 58.40 | +9.8% | +2.2% | +1.5% | +2.2% | -0.3% | -0.9% | — |
| Date | Firm | Action | Grade | Target | Base | Open | Gap% | D1% | D2% | D3% | D4% | D5% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| May 11 | Monness Crespi & Hardt | Reiterates | Buy | $246 | $201.70 | $201.00 | -0.3% | -1.5% | -2.9% | -0.1% | +2.8% | +0.1% |
| May 1 | Rosenblatt | Maintains | Buy → Buy | — | $148.06 | $177.77 | +20.1% | +23.8% | +3.5% | +3.1% | -2.1% | +3.0% |
| May 1 | Citizens | Maintains | Market Outperform → Market Outperform | — | $148.06 | $177.77 | +20.1% | +23.8% | +3.5% | +3.1% | -2.1% | +3.0% |
| May 1 | Piper Sandler | Maintains | Neutral → Neutral | — | $148.06 | $177.77 | +20.1% | +23.8% | +3.5% | +3.1% | -2.1% | +3.0% |
| May 1 | TD Cowen | Maintains | Buy → Buy | — | $148.06 | $177.77 | +20.1% | +23.8% | +3.5% | +3.1% | -2.1% | +3.0% |
| May 1 | BTIG | Maintains | Buy → Buy | — | $148.06 | $177.77 | +20.1% | +23.8% | +3.5% | +3.1% | -2.1% | +3.0% |
| May 1 | UBS | Maintains | Buy → Buy | — | $148.06 | $177.77 | +20.1% | +23.8% | +3.5% | +3.1% | -2.1% | +3.0% |
| May 1 | Needham | Maintains | Buy → Buy | — | $148.06 | $177.77 | +20.1% | +23.8% | +3.5% | +3.1% | -2.1% | +3.0% |
| May 1 | Wells Fargo | Maintains | Overweight → Overweight | — | $148.06 | $177.77 | +20.1% | +23.8% | +3.5% | +3.1% | -2.1% | +3.0% |
| May 1 | Monness Crespi & Hardt | Reiterates | Buy | $200 | $148.06 | $177.77 | +20.1% | +23.8% | +3.5% | +3.1% | -2.1% | +3.0% |
| May 1 | KeyBanc Capital Markets | Maintains | Overweight → Overweight | — | $148.06 | $177.77 | +20.1% | +23.8% | +3.5% | +3.1% | -2.1% | +3.0% |
| Apr 28 | BTIG | Maintains | Buy → Buy | — | $142.61 | $143.35 | +0.5% | -0.3% | -0.9% | +5.1% | +23.8% | +3.5% |
| Apr 24 | UBS | Maintains | Buy → Buy | — | $141.59 | $142.75 | +0.8% | +1.6% | -0.8% | -0.3% | -0.9% | +5.1% |
| Apr 22 | BofA Securities | Upgrade | Underperform → Buy | $190 | $145.30 | $152.11 | +4.7% | +3.5% | -5.9% | +1.6% | -0.8% | -0.3% |
| Apr 21 | Mizuho | Maintains | Outperform → Outperform | — | $145.62 | $145.76 | +0.1% | -0.2% | +3.5% | -5.9% | +1.6% | -0.8% |
| Apr 6 | Jefferies | Upgrade | Hold → Buy | — | $130.95 | $134.08 | +2.4% | +0.4% | +0.8% | -2.2% | -3.7% | -5.8% |
| Mar 2 | TD Cowen | Upgrade | Hold → Buy | — | $120.96 | $122.71 | +1.4% | +2.4% | -0.2% | -0.4% | +2.0% | +2.0% |
| Feb 13 | Rosenblatt | Maintains | Buy → Buy | — | $110.41 | $106.90 | -3.2% | +2.3% | -4.0% | +2.0% | +0.3% | +2.0% |
| Feb 13 | BTIG | Maintains | Buy → Buy | — | $110.41 | $106.90 | -3.2% | +2.3% | -4.0% | +2.0% | +0.3% | +2.0% |
| Feb 13 | Piper Sandler | Maintains | Neutral → Neutral | — | $110.41 | $106.90 | -3.2% | +2.3% | -4.0% | +2.0% | +0.3% | +2.0% |
| Jan 15 | Morgan Stanley | Maintains | Overweight → Overweight | — | $123.03 | $124.20 | +1.0% | -2.6% | -0.6% | +0.5% | +0.5% | +5.1% |
| Jan 7 | Rosenblatt | Maintains | Buy → Buy | — | $139.38 | $140.00 | +0.4% | +2.5% | -3.8% | -4.4% | +0.5% | -1.7% |
| Jan 5 | RBC Capital | Maintains | Underperform → Underperform | — | $138.36 | $136.21 | -1.6% | -1.5% | +2.3% | +2.5% | -3.8% | -4.4% |
| Jan 5 | Piper Sandler | Downgrade | Overweight → Neutral | — | $138.36 | $136.21 | -1.6% | -1.5% | +2.3% | +2.5% | -3.8% | -4.4% |
| Dec 30 | Citizens | Maintains | Market Outperform → Market Outperform | — | $141.52 | $143.05 | +1.1% | +1.9% | -1.3% | -2.7% | -1.5% | +2.3% |
| Oct 31 | Piper Sandler | Maintains | Overweight → Overweight | — | $112.86 | $126.85 | +12.4% | +19.5% | +0.9% | -4.5% | +1.1% | -3.0% |
| Oct 31 | Mizuho | Maintains | Outperform → Outperform | — | $112.86 | $126.85 | +12.4% | +19.5% | +0.9% | -4.5% | +1.1% | -3.0% |
| Oct 31 | TD Cowen | Maintains | Hold → Hold | — | $112.86 | $126.85 | +12.4% | +19.5% | +0.9% | -4.5% | +1.1% | -3.0% |
| Oct 31 | Wells Fargo | Maintains | Overweight → Overweight | — | $112.86 | $126.85 | +12.4% | +19.5% | +0.9% | -4.5% | +1.1% | -3.0% |
| Oct 31 | BofA Securities | Maintains | Underperform → Underperform | — | $112.86 | $126.85 | +12.4% | +19.5% | +0.9% | -4.5% | +1.1% | -3.0% |
| Oct 31 | Rosenblatt | Maintains | Buy → Buy | — | $112.86 | $126.85 | +12.4% | +19.5% | +0.9% | -4.5% | +1.1% | -3.0% |
| Oct 31 | Stifel | Maintains | Hold → Hold | — | $112.86 | $126.85 | +12.4% | +19.5% | +0.9% | -4.5% | +1.1% | -3.0% |
| Oct 31 | Needham | Maintains | Buy → Buy | — | $112.86 | $126.85 | +12.4% | +19.5% | +0.9% | -4.5% | +1.1% | -3.0% |
| Oct 31 | KeyBanc Capital Markets | Maintains | Overweight → Overweight | — | $112.86 | $126.85 | +12.4% | +19.5% | +0.9% | -4.5% | +1.1% | -3.0% |
| Oct 31 | JP Morgan | Maintains | Overweight → Overweight | — | $112.86 | $126.85 | +12.4% | +19.5% | +0.9% | -4.5% | +1.1% | -3.0% |
| Oct 31 | UBS | Maintains | Buy → Buy | — | $112.86 | $126.85 | +12.4% | +19.5% | +0.9% | -4.5% | +1.1% | -3.0% |
| Sep 26 | Rosenblatt | Maintains | Buy → Buy | — | $101.33 | $101.77 | +0.4% | +1.0% | +1.9% | -4.0% | +2.6% | +2.6% |
| Sep 17 | RBC Capital | Maintains | Underperform → Underperform | — | $102.11 | $103.00 | +0.9% | +1.4% | +4.7% | -1.7% | -1.2% | -1.7% |
| Aug 8 | UBS | Maintains | Buy → Buy | — | $122.39 | $103.45 | -15.5% | -19.4% | -6.3% | +3.0% | +6.8% | -0.9% |
| Aug 8 | Piper Sandler | Maintains | Overweight → Overweight | — | $122.39 | $103.45 | -15.5% | -19.4% | -6.3% | +3.0% | +6.8% | -0.9% |
| Jul 14 | Piper Sandler | Maintains | Overweight → Overweight | — | $113.16 | $114.00 | +0.7% | +4.7% | +6.5% | -3.2% | +3.5% | +3.6% |
| May 16 | Needham | Maintains | Buy → Buy | — | $114.23 | $114.10 | -0.1% | +1.8% | -0.2% | +1.2% | -2.6% | +1.2% |
| May 8 | Tigress Financial | Maintains | Buy → Buy | — | $103.56 | $105.27 | +1.7% | +1.6% | +0.4% | +5.2% | +3.0% | -0.2% |
| May 5 | HSBC | Upgrade | Reduce → Hold | — | $100.11 | $99.16 | -0.9% | +2.9% | -2.1% | +2.7% | +1.6% | +0.4% |
| May 2 | Jefferies | Maintains | Hold → Hold | — | $97.88 | $102.68 | +4.9% | +2.3% | +2.9% | -2.1% | +2.7% | +1.6% |
| May 2 | Scotiabank | Maintains | Sector Outperform → Sector Outperform | — | $97.88 | $102.68 | +4.9% | +2.3% | +2.9% | -2.1% | +2.7% | +1.6% |
| May 2 | Piper Sandler | Maintains | Overweight → Overweight | — | $97.88 | $102.68 | +4.9% | +2.3% | +2.9% | -2.1% | +2.7% | +1.6% |
| May 2 | JMP Securities | Maintains | Market Outperform → Market Outperform | — | $97.88 | $102.68 | +4.9% | +2.3% | +2.9% | -2.1% | +2.7% | +1.6% |
| May 2 | Goldman Sachs | Maintains | Buy → Buy | — | $97.88 | $102.68 | +4.9% | +2.3% | +2.9% | -2.1% | +2.7% | +1.6% |
| May 2 | Needham | Maintains | Buy → Buy | — | $97.88 | $102.68 | +4.9% | +2.3% | +2.9% | -2.1% | +2.7% | +1.6% |
| Date | Insider | Title | Type | Shares | Price | Value | Owned After | D1% | D5% |
|---|---|---|---|---|---|---|---|---|---|
| Jun 4, 2026 | Shipchandler KhozemaDir/Off | Chief Executive Officer | Sell | 44,158 | $235.88 | $10.4M | 235,542 | -3.69% | -1.02% |
| Jun 1, 2026 | ROTTENBERG ERIKADir | — | Sell | 2,000 | $199.01 | $398K | 30,995 | +4.13% | +1.17% |
| May 27, 2026 | Stafman AndrewDir | — | Sell | 1,000,000 | $184.14 | $184.1M | 620,000 | +1.67% | -0.89% |
| May 26, 2026 | Shipchandler KhozemaDir/Off | Chief Executive Officer | Sell | 4,469 | $188.00 | $840K | 235,542 | +3.27% | +4.13% |
| May 26, 2026 | Shipchandler KhozemaDir/Off | Chief Executive Officer | Sell | 8,772 | $187.19 | $1.6M | 240,011 | +3.27% | +4.13% |
| May 26, 2026 | Shipchandler KhozemaDir/Off | Chief Executive Officer | Sell | 4,719 | $186.55 | $880K | 248,783 | +3.27% | +4.13% |
| May 26, 2026 | Shipchandler KhozemaDir/Off | Chief Executive Officer | Sell | 4,524 | $185.15 | $838K | 253,502 | +3.27% | +4.13% |
| May 26, 2026 | Shipchandler KhozemaDir/Off | Chief Executive Officer | Sell | 3,986 | $184.55 | $736K | 258,026 | +3.27% | +4.13% |
| May 26, 2026 | Shipchandler KhozemaDir/Off | Chief Executive Officer | Sell | 2,677 | $182.75 | $489K | 262,012 | +3.27% | +4.13% |
| May 26, 2026 | Shipchandler KhozemaDir/Off | Chief Executive Officer | Sell | 2,084 | $181.96 | $379K | 264,689 | +3.27% | +4.13% |
| May 26, 2026 | Shipchandler KhozemaDir/Off | Chief Executive Officer | Sell | 927 | $180.70 | $168K | 266,773 | +3.27% | +4.13% |
| May 19, 2026 | Viggiano AidanOff | Chief Financial Officer | Sell | 1,828 | $200.00 | $366K | 127,345 | +2.50% | +3.27% |
| May 15, 2026 | Viggiano AidanOff | Chief Financial Officer | Sell | 900 | $197.80 | $178K | 129,173 | -3.38% | -4.26% |
| May 15, 2026 | Viggiano AidanOff | Chief Financial Officer | Sell | 476 | $196.76 | $94K | 129,865 | -3.38% | -4.26% |
| May 12, 2026 | Stafman AndrewDir | — | Sell | 675,000 | $193.54 | $130.6M | 1,620,000 | -0.09% | -0.88% |
| May 4, 2026 | ROTTENBERG ERIKADir | — | Sell | 1,500 | $185.32 | $278K | 32,995 | +2.96% | -0.09% |
8-K · 5.02
!!! Very High
Twilio Inc. -- 8-K 5.02: Executive Change
Jun 17
8-K
Twilio Inc. -- 8-K Filing
Twilio achieved record Q1 2026 revenue with 16% year-over-year gross profit growth and $279 million non-GAAP operating income, demonstrating accelerating profitability momentum.
Apr 30
8-K · 5.02
!!! Very High
Unknown — 8-K 5.02: Executive Change
Twilio appointed a new non-employee director with standard compensation terms, a routine governance move that doesn't materially impact operations or financial performance.
Mar 24
8-K
Twilio Inc. -- 8-K Filing
Twilio demonstrated accelerating revenue growth, margin expansion, and strong free cash flow generation while positioning itself as essential AI infrastructure for enterprise customers.
Feb 12
Institutional (13F) — Top 20
All ↗
| # | Manager | Shares | Value | Chg | Period |
|---|---|---|---|---|---|
| 1 | Fmr Llc | 11,541,090 | $1.5B | Added | Mar 2026 |
| 2 | Jpmorgan Chase & Co | 9,373,200 | $1.1B | Added | Mar 2026 |
| 3 | Vanguard Portfolio Management Llc | 8,081,883 | $1.0B | New | Mar 2026 |
| 4 | Vanguard Capital Management Llc | 6,788,984 | $854M | New | Mar 2026 |
| 5 | Morgan Stanley | 4,353,682 | $619M | Reduced | Dec 2025 |
| 6 | Royal Bank Of Canada | 3,261,235 | $410M | Added | Mar 2026 |
| 7 | Pictet Asset Management Holding Sa | 1,982,340 | $282M | Reduced | Dec 2025 |
| 8 | Citadel Advisors Llc | 1,930,352 | $243M | Reduced | Mar 2026 |
| 9 | Northern Trust Corp | 1,799,933 | $226M | Added | Mar 2026 |
| 10 | Invesco Ltd. | 1,549,454 | $195M | Reduced | Mar 2026 |
| 11 | Ubs Group Ag | 1,343,812 | $169M | Reduced | Mar 2026 |
| 12 | Nordea Investment Management Ab | 1,186,745 | $145M | Added | Mar 2026 |
| 13 | Bank Of New York Mellon Corp | 1,016,897 | $128M | Reduced | Mar 2026 |
| 14 | Bank Of America Corp /de/ | 975,545 | $123M | Reduced | Mar 2026 |
| 15 | Point72 Asset Management | 951,879 | $120M | Added | Mar 2026 |
| 16 | Atreides Management, Lp | 921,602 | $116M | Added | Mar 2026 |
| 17 | Alyeska Investment Group, L.p. | 907,805 | $114M | Added | Mar 2026 |
| 18 | Amundi | 891,037 | $112M | New | Mar 2026 |
| 19 | Voya Investment Management Llc | 721,441 | $103M | Reduced | Dec 2025 |
| 20 | Robeco Institutional Asset Management B.v. | 743,580 | $94M | Reduced | Mar 2026 |
Mutual Funds / ETFs (N-PORT) — Top 20
All ↗
Valuation
Market Cap
$28.26B
Enterprise Value
$28.27B
P/E (TTM)
886.52x
Forward P/E
34.32x
PEG Ratio
-4.82x
P/B
3.64x
P/S
5.87x
P/FCF
28.80x
EV/EBITDA
103.73x
Shares Out
159.8M
Financials (TTM)
Revenue
$5.07B
Net Income
$33.8M
EBITDA
$272.5M
Free Cash Flow
$1.03B
Op Cash Flow
$1.04B
EPS Basic
$0.22
EPS Diluted
$0.21
EPS Forward
$5.42
Gross Margin
48.0%
Op Margin
3.5%
Net Margin
0.7%
Balance Sheet
Total Assets
$9.77B
Total Liab.
$1.95B
Total Equity
$7.82B
Cash
$2.47B
LT Debt
$992.3M
Book Value/Sh
$51.13
Debt/Equity
0.14x
Current Ratio
4.03
Quick Ratio
4.03
Returns & Growth
ROE
0.4%
ROA
0.4%
ROIC
1.2%
Rev Growth YoY
+13.7%
EPS Growth YoY
+133.3%
Price Returns
2W
-3.7%
1M
+28.8%
3M
+57.6%
6M
+47.0%
12M
+62.0%
Technicals
52W High
$238.48
52W Low
$91.84
50d MA
$179.85
200d MA
$135.84
RSI (14)
47.90
ATR (14)
$13.89
Beta
1.28
Avg Volume
2.8M
Dividends
Div Rate
$0.00
Div Yield
—
Frequency
—
Ex-Div Date
—
Analyst Price Targets
Consensus
$147.38
High
$180.00
Low
$100.00
Median
$150.00
Data updated apr 27, 2026 6:12am
· Source: financialmodelingprep.com