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Research from Twilio (NYSE: TWLO), the infrastructure for customer engagement in the AI era, shows a stark perception gap in the public sector: while 88% of gov

Posted by Defense World Staff on Jul 22nd, 2026

California Public Employees Retirement System cut its position in shares of Twilio Inc. (NYSE:TWLO – Free Report) by 2.3% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 260,073 shares of the technology company’s stock after selling 6,001 shares during the period. California Public Employees Retirement System owned about 0.17% of Twilio worth $32,722,000 at the end of the most recent reporting period.

A number of other large investors have also modified their holdings of TWLO. Raleigh Capital Management Inc. acquired a new stake in Twilio during the fourth quarter worth $26,000. SHP Wealth Management acquired a new position in shares of Twilio in the 4th quarter valued at $26,000. Zions Bancorporation National Association UT acquired a new position in shares of Twilio in the 4th quarter valued at $29,000. Aster Capital Management DIFC Ltd bought a new position in shares of Twilio during the 4th quarter worth about $29,000. Finally, Osbon Capital Management LLC bought a new position in shares of Twilio during the 4th quarter worth about $30,000. 84.27% of the stock is currently owned by institutional investors and hedge funds.

Twilio Trading Down 4.3% Shares of Twilio stock opened at $196.32 on Wednesday. Twilio Inc. has a 12-month low of $91.84 and a 12-month high of $238.48. The stock has a market capitalization of $29.80 billion, a P/E ratio of 306.75, a price-to-earnings-growth ratio of 4.08 and a beta of 1.36. The company has a 50-day simple moving average of $202.46 and a 200 day simple moving average of $156.07. 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 (NYSE:TWLO – Get Free Report) last issued its quarterly earnings data on Thursday, April 30th. The technology company reported $1.50 earnings per share for the quarter, topping the consensus estimate of $1.27 by $0.23. The firm had revenue of $1.41 billion for the quarter, compared to analysts’ expectations of $1.34 billion. Twilio had a net margin of 1.96% and a return on equity of 4.64%. The company’s quarterly revenue was up 20.0% compared to the same quarter last year. During the same period in the prior year, the firm earned $1.14 earnings per share. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. Research analysts expect that Twilio Inc. will post 2.79 earnings per share for the current fiscal year.

Insiders Place Their Bets In other news, CEO Khozema Shipchandler sold 14,458 shares of the firm’s stock in a transaction 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 completion of the sale, 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 ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Erika Rottenberg sold 2,000 shares of the company’s stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $199.01, for a total transaction of $398,020.00. Following the transaction, the director owned 30,995 shares in the company, valued at approximately $6,168,314.95. This trade represents a 6.06% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders sold 1,803,980 shares of company stock valued at $341,898,467. Company insiders own 0.21% of the company’s stock.

Wall Street Analysts Forecast Growth Several analysts have recently weighed in on the stock. Oppenheimer lifted their target price on shares of Twilio from $200.00 to $235.00 and gave the company an “outperform” rating in a research report on Monday, May 18th. Wells Fargo & Company raised their price target on shares of Twilio from $200.00 to $225.00 and gave the stock an “overweight” rating in a research note on Monday. UBS Group lifted their price objective on Twilio from $180.00 to $200.00 and gave the company a “buy” rating in a report on Friday, May 1st. Mizuho upped their price objective on Twilio from $200.00 to $240.00 and gave the company an “outperform” rating in a research note on Friday. Finally, Needham & Company LLC increased their target price on Twilio from $200.00 to $250.00 and gave the stock a “buy” rating in a report on Monday, May 11th. Four investment analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, two have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Buy” and a consensus target price of $219.23.

View Our Latest Stock Analysis on TWLO

More Twilio News Here are the key news stories impacting Twilio this week:

Positive Sentiment: Analysts turned more constructive on Twilio, with Citizens JMP raising its price target to $250 and Wells Fargo lifting its target to $225, signaling confidence in upside from current levels. Positive Sentiment: Jefferies expects Twilio to post second-quarter revenue and operating income ahead of expectations, suggesting the company could still deliver solid operating momentum when it reports on August 6. Article Title Neutral Sentiment: Investors are watching whether Twilio can keep gross profit growth in the mid-teens in the second half of the year, which has created a “higher bar” heading into earnings and may be limiting short-term enthusiasm. Article Title Neutral Sentiment: Recent coverage highlighted Twilio’s broader AI and cloud-related breakout potential, but the stock has still struggled to break out decisively as traders wait for stronger confirmation. Article Title Negative Sentiment: Twilio has recently fallen despite a market uptick, indicating investors are rotating out of the name ahead of earnings and taking profits after a strong run. Twilio Profile (Free Report)

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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Twilio (TWLO - Free Report) ended the recent trading session at $196.22, demonstrating a -4.39% change from the preceding day's closing price. This change lagged the S&P 500's 0.89% gain on the day. Meanwhile, the Dow experienced a rise of 0.74%, and the technology-dominated Nasdaq saw an increase of 1.29%.

Shares of the company have appreciated by 11.76% over the course of the past month, outperforming the Computer and Technology sector's loss of 6.6%, and the S&P 500's loss of 0.63%.

The upcoming earnings release of Twilio will be of great interest to investors. The company's earnings report is expected on August 6, 2026. The company is expected to report EPS of $1.32, up 10.92% from the prior-year quarter. Alongside, our most recent consensus estimate is anticipating revenue of $1.42 billion, indicating a 15.84% upward movement from the same quarter last year.

Looking at the full year, the Zacks Consensus Estimates suggest analysts are expecting earnings of $5.64 per share and revenue of $5.81 billion. These totals would mark changes of +15.34% and +14.61%, respectively, from last year.

Investors should also take note of any recent adjustments to analyst estimates for Twilio. These revisions typically reflect the latest short-term business trends, which can change frequently. With this in mind, we can consider positive estimate revisions a sign of optimism about the business outlook.

Our research reveals that these estimate alterations are directly linked with the stock price performance in the near future. Investors can capitalize on this by using the Zacks Rank. This model considers these estimate changes and provides a simple, actionable rating system.

The Zacks Rank system ranges from #1 (Strong Buy) to #5 (Strong Sell). It has a remarkable, outside-audited track record of success, with #1 stocks delivering an average annual return of +25% since 1988. Within the past 30 days, our consensus EPS projection remained stagnant. Twilio currently has a Zacks Rank of #1 (Strong Buy).

From a valuation perspective, Twilio is currently exchanging hands at a Forward P/E ratio of 36.4. This represents a premium compared to its industry average Forward P/E of 19.97.

Investors should also note that TWLO has a PEG ratio of 2.02 right now. Comparable to the widely accepted P/E ratio, the PEG ratio also accounts for the company's projected earnings growth. The Internet - Software was holding an average PEG ratio of 1.1 at yesterday's closing price.

The Internet - Software industry is part of the Computer and Technology sector. This group has a Zacks Industry Rank of 85, putting it in the top 35% of all 250+ industries.

The Zacks Industry Rank assesses the vigor of our specific industry groups by computing the average Zacks Rank of the individual stocks incorporated in the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Ensure to harness Zacks.com to stay updated with all these stock-shifting metrics, among others, in the next trading sessions.

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SAN FRANCISCO--(BUSINESS WIRE)--Twilio Inc. (NYSE: TWLO), the infrastructure for customer engagement in the AI era, today announced that its second quarter 2026 results will be released on Thursday, August 6, 2026, after market close. Twilio will host a conference call at 2:00 p.m. (PT) / 5:00 p.m. (ET) on Thursday, August 6, 2026 to discuss its results with the investment community. Investors and analysts can register for the webcast at https://edge.media-server.com/mmc/p/tbyrninc, and the live webcast and replay will also be available on the Twilio Investor Relations website at https://investors.twilio.com. The replay will be available until 11:59 p.m. (ET) on August 6, 2027.

Twilio uses its investor relations website (https://investors.twilio.com), its X feed (@twilio) and its LinkedIn page as a means of disclosing material non-public information and for complying with its disclosure obligations under Regulation FD.

About Twilio

Twilio (NYSE: TWLO) is the infrastructure for customer engagement in the AI era. By combining global communications, memory, and AI orchestration with identity, governance, and observability, Twilio enables businesses to deliver continuous, contextual, personal, and secure conversations across every channel and participant—human or AI.

Across 180+ countries, hundreds of thousands of the most innovative companies—from the Fortune 500 to startups—and millions of developers, rely on Twilio’s global platform across messaging, voice, email, and beyond, to power trusted customer experiences that drive real results. For more information about Twilio, visit www.twilio.com.

Source: Twilio Inc.

More News From Twilio Inc.

Back to Newsroom

Ann Berry is joined by Khozema Shipchandler, CEO of Twilio, to discuss the company's turnaround strategy, the changing landscape of customer communication and how Twilio is leveraging AI to personalize interactions. 00:00 Khozema Shipchandler, CEO of Twilio, joins 01:06 The peril Twilio faced as he became CEO in 2024 01:50 What Twilio does: communications infrastructure explained 03:19 Fighting commoditization with pricing power and the CDP data asset 05:20 Twilio's customer base 07:29 Branded calls and fighting spam 08:04 Building trust in the US telecom network 11:21 WhatsApp, Meta, and other emerging messaging channels 13:38 New products unveiled at Twilio's customer conference 18:24 Personalizing the mortgage-shopping journey 24:24 Q1 results 26:31 Capital allocation 27:17 Outro and upcoming episodes After Earnings is brought to you by Stakeholder Labs and Morning Brew.

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them.

© Chaay_Tee / iStock via Getty Images

Pre-Market Stock Futures: Futures are trading mixed as we prepare to end yet another roller-coaster week, marked by volatility across all asset classes. With second-quarter earnings expected next week, traders and investors will be closely watching the results, especially from the hyperscalers, like those in the Magnificnt 7 (all of which are underperforming this year, with only Alphabet (NASDAQ: GOOGL | GOOGL Price Prediction) beating the S&P 500). All of the major indices finished the day higher, with the tech-heavy Nasdaq leading the way on strength in semiconductor stocks, closing up 1.3% at 26,206, while the Russell 2000 and small-caps closed up 1.22% at 2,992. The S&P 500 also posted a strong day, finishing the session 7,543 up 0.81%, and, last but not least, the venerable Dow Jones Industrial Average closed at 52,487 up 0.27%.

Treasury Bonds: After some heavy selling earlier in the week, yields were down across the curve, with only the shortest T-bill maturity ticking higher. Rising yields brought buyers back, and some positive economic data, such as the jobs report, helped ease the Street’s concerns about the potential for interest rate increases later this year.  When the final bell rang, the 30-year-long bond was trading at 5.07%, while the benchmark 10-year note was last seen at 4.55%. 

Oil and Gas: After a week of heavy buying amid the resumption of hostilities with Iran, sellers returned on Thursday. Crude oil prices fell on Thursday after easing geopolitical tensions and expected production increases from the Middle East eased earlier concerns over potential supply disruptions. The risk premium built into prices quickly unwound as traders adapted to the swift resumption of shipping traffic through the critical Strait of Hormuz chokepoint. When the market closed, Brent Crude was seen at $76, down 2.69%, while West Texas Intermediate finished the session at $71.78, down 2.37%. Natural gas was last seen at $3.01, down almost 7%, amid a larger-than-expected storage build and lower demand, as is usually the case during the summer months. 

Gold: Precious metals also had a bounce-back day, as buyers returned, with Gold closing at $4,121 and Silver last seen at $59.04.  Precious metals rose sharply due to a cooling U.S. labor market, easing oil prices, and a weaker dollar, which reduced inflation concerns. These factors dampened expectations of aggressive Federal Reserve rate hikes, making non-yielding assets like bullion more attractive to investors. 

Crypto: Cryptocurrency markets experienced modest gains and persistent volatility on Thursday, with Bitcoin bouncing off intraday lows to stabilize near $63,000. Broader market sentiment remained reactive, heavily driven by ongoing conflicts in the Middle East and mixed institutional flows across spot ETFs. At 8 AM EDT, Bitcoin is trading at $ 64,380, while Ethereum is trading at $1,799.

24/7 Wall St. reviews dozens of analyst research reports every day to identify fresh investment ideas for investors and traders alike. These daily analyst notes include recommendations on stocks to buy, sell, or avoid, as well as new coverage initiations. Important reminder: No single analyst report should ever be the sole basis for buying or selling a stock.

Here are some of the best Wall Street analyst upgrades, downgrades, and initiations seen on Friday, July 10, 2026.  

Upgrades: CubeSmart (NYSE: CUBE) was upgraded to Overweight from Equal Weight at Barclays, which nudged the target price to $46 from $45. Seagate Technology Holdings (NASDAQ: STX) was upgraded to Overweight from Equal Weight at Wells Fargo, which lifted the target price for the shares to $1,100 from $900. Shopify (NASDAQ: SHOP) was raised to Buy from Hold at Stifel, and the target price was raised to $150 from $110. Toll Brothers (NYSE: TOL) was upgraded to Buy from Neutral at Citigroup, which raised the target price for the luxury homebuilder to $176 from $146. Twilio (NYSE: TWLO) was upgraded to Buy from Hold at Stifel, which moved the price target to $260 from $175. Downgrades: Lamar Advertising (NASDAQ: LAMR) was downgraded to Neutral from Buy at Citigroup, which actually raised the target price for the shares to $160 from $145. PepsiCo (NYSE: PEP) was downgraded to Neutral from Buy at Citigroup, which lowered the target price for the shares to $145 from $170. Public Storage (NYSE: PSA) was downgraded to Equal Weight from Overweight at Barclays, with a $349 target price. Ryder (NYSE: R) was cut to Neutral from Buy at Citigroup, which raised the target price for the stock to $280 from $276. Travelers Companies (NYSE: TRV) was cut to In Line from Outperform at Evercore ISI, which bumped the price target for the insurance giant to $329 from $321. Initiations: Digital Realty Trust (NYSE: DLR) was started with a Buy rating at BTIG, which has a $215 target price for the datacenter giant. Honeywell Aerospace (NASDAQ: HONA) was initiated with a Neutral rating at JPMorgan, which has a $255 target price for the shares. International Business Machines (NYSE: IBM) was initiated with a Neutral rating at Susquehanna, which has a $303 target price for Big Blue. Lennar (NYSE: LEN) was initiated with an Underperform rating at Bank of America, without a target price. 
Roper Technologies (NYSE: ROP) was started with a Market Perform rating at BMO Capital, with a $393 target price. If You’ve Been Thinking About Retirement, Pay Attention (sponsor) Retirement planning doesn’t have to feel overwhelming. The key is finding expert guidance, and SmartAsset’s simple quiz makes it easier than ever for you to connect with a vetted financial advisor. Here’s how:

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Twilio (TWLO - Free Report) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.

Over the past month, shares of this company have returned +4.1%, compared to the Zacks S&P 500 composite's +1.1% change. During this period, the Zacks Internet - Software industry, which Twilio falls in, has gained 3.2%. The key question now is: What could be the stock's future direction?

Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision.

Earnings Estimate RevisionsRather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings.

Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements.

Twilio is expected to post earnings of $1.32 per share for the current quarter, representing a year-over-year change of +10.9%. Over the last 30 days, the Zacks Consensus Estimate remained unchanged.

For the current fiscal year, the consensus earnings estimate of $5.64 points to a change of +15.3% from the prior year. Over the last 30 days, this estimate has remained unchanged.

For the next fiscal year, the consensus earnings estimate of $6.51 indicates a change of +15.4% from what Twilio is expected to report a year ago. Over the past month, the estimate has remained unchanged.

Having a strong externally audited track record, our proprietary stock rating tool, the Zacks Rank, offers a more conclusive picture of a stock's price direction in the near term, since it effectively harnesses the power of earnings estimate revisions. Due to the size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, Twilio is rated Zacks Rank #3 (Hold).

The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:

12 Month EPS

Revenue Growth ForecastWhile earnings growth is arguably the most superior indicator of a company's financial health, nothing happens as such if a business isn't able to grow its revenues. After all, it's nearly impossible for a company to increase its earnings for an extended period without increasing its revenues. So, it's important to know a company's potential revenue growth.

In the case of Twilio, the consensus sales estimate of $1.42 billion for the current quarter points to a year-over-year change of +15.8%. The $5.81 billion and $6.35 billion estimates for the current and next fiscal years indicate changes of +14.6% and +9.4%, respectively.

Last Reported Results and Surprise HistoryTwilio reported revenues of $1.41 billion in the last reported quarter, representing a year-over-year change of +20%. EPS of $1.5 for the same period compares with $1.14 a year ago.

Compared to the Zacks Consensus Estimate of $1.34 billion, the reported revenues represent a surprise of +4.93%. The EPS surprise was +18.11%.

The company beat consensus EPS estimates in each of the trailing four quarters. The company topped consensus revenue estimates each time over this period.

ValuationNo investment decision can be efficient without considering a stock's valuation. Whether a stock's current price rightly reflects the intrinsic value of the underlying business and the company's growth prospects is an essential determinant of its future price performance.

Comparing the current value of a company's valuation multiples, such as its price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), to its own historical values helps ascertain whether its stock is fairly valued, overvalued, or undervalued, whereas comparing the company relative to its peers on these parameters gives a good sense of how reasonable its stock price is.

As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.

Twilio is graded F on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.

Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Twilio. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.

In the latest close session, Twilio (TWLO - Free Report) was up +1.38% at $211.97. The stock outperformed the S&P 500, which registered a daily loss of 0.45%. Meanwhile, the Dow lost 0.25%, and the Nasdaq, a tech-heavy index, lost 1.16%.

Shares of the company have depreciated by 1.63% over the course of the past month, underperforming the Computer and Technology sector's gain of 0.38%, and the S&P 500's gain of 2.14%.

The upcoming earnings release of Twilio will be of great interest to investors. The company is expected to report EPS of $1.32, up 10.92% from the prior-year quarter. Meanwhile, the Zacks Consensus Estimate for revenue is projecting net sales of $1.42 billion, up 15.84% from the year-ago period.

Regarding the entire year, the Zacks Consensus Estimates forecast earnings of $5.64 per share and revenue of $5.81 billion, indicating changes of +15.34% and +14.61%, respectively, compared to the previous year.

It's also important for investors to be aware of any recent modifications to analyst estimates for Twilio. These recent revisions tend to reflect the evolving nature of short-term business trends. As a result, we can interpret positive estimate revisions as a good sign for the business outlook.

Our research shows that these estimate changes are directly correlated with near-term stock prices. Investors can capitalize on this by using the Zacks Rank. This model considers these estimate changes and provides a simple, actionable rating system.

The Zacks Rank system, stretching from #1 (Strong Buy) to #5 (Strong Sell), has a noteworthy track record of outperforming, validated by third-party audits, with stocks rated #1 producing an average annual return of +25% since the year 1988. Over the past month, the Zacks Consensus EPS estimate has remained steady. Twilio currently has a Zacks Rank of #3 (Hold).

From a valuation perspective, Twilio is currently exchanging hands at a Forward P/E ratio of 37.08. This indicates a premium in contrast to its industry's Forward P/E of 19.77.

Investors should also note that TWLO has a PEG ratio of 2.06 right now. The PEG ratio is similar to the widely-used P/E ratio, but this metric also takes the company's expected earnings growth rate into account. Internet - Software stocks are, on average, holding a PEG ratio of 1.09 based on yesterday's closing prices.

The Internet - Software industry is part of the Computer and Technology sector. With its current Zacks Industry Rank of 95, this industry ranks in the top 39% of all industries, numbering over 250.

The strength of our individual industry groups is measured by the Zacks Industry Rank, which is calculated based on the average Zacks Rank of the individual stocks within these groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Don't forget to use Zacks.com to keep track of all these stock-moving metrics, and others, in the upcoming trading sessions.

Twilio (TWLO +2.32%) has enjoyed a strong start to the year but now finds itself in a 20% correction. Many companies use Twilio's platform to communicate with customers via text, video, artificial intelligence (AI) chatbots, and other capabilities. It's natural for stocks to take breathers after long runs, but a high P/E ratio offers some reason for concern.

Image source: Getty Images.

Twilio is a good company but a bad stock Twilio has good fundamentals, but it's hard to justify a stock with a P/E ratio hovering near 300. The company delivered 20% year-over-year revenue growth in the first quarter. Those sales come from a solid foundation, which includes more than 400,000 customers and 68% of Fortune 500 companies.

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However, growth investors aren't concerned only with the current foundation. They want revenue acceleration and enticing long-term growth prospects. If those are good, investors can more easily justify a stock that is trading near a 300 P/E ratio, but that isn't the case for Twilio.

The company anticipates only 15.5% to 16.5% year-over-year revenue growth in Q2 and 14% to 15% year-over-year revenue growth in full-year 2026. These aren't exciting numbers, especially when investors can choose from AI stocks that are delivering substantial growth rates well above the 14% to 15% growth rate Twilio expects to deliver throughout the year.

The agentic AI angle is worth monitoring Not everyone feels bearish about Twilio. Goldman Sachs gave it a $300 price target and cited Twilio's positioning in agentic AI infrastructure.

Twilio's list of top customer wins from its Q1 presentation includes several cases of agentic AI translating into more customer engagement, which bodes well for the bullish narrative. Twilio has formed the backbone for some customers' voice AI infrastructure, customer service chatbots, and AI agents for sales. Twilio CEO Khozema Shipchandler even touted the company as a "foundational infrastructure layer in the era of AI," demonstrating that it wants to capitalize on the opportunity.

However, the impact of agentic AI did not show up in guidance, which is a red flag. Leaders in the AI chip and memory cycle have regularly pounded the table with compelling guidance that shows growth rates much higher than Wall Street expected.

This isn't the first time investors got caught up in Twilio, thinking it could be a superstar stock. The company soared from $80 per share to over $400 per share in less than a year during the pandemic. Then the bubble burst, and Twilio is still down by roughly 60% from all-time highs.

Twilio's full-year guidance suggests that investors are overestimating the opportunity and may get burned again by the stock, especially if a short-term rally takes shape. If Twilio projected accelerated revenue growth rates for Q2 and beyond or had a more reasonable valuation, it would be easier to buy shares. However, neither of those is the case.

Twilio (TWLO - Free Report) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.

Shares of this company have returned +3.7% over the past month versus the Zacks S&P 500 composite's -1.4% change. The Zacks Internet - Software industry, to which Twilio belongs, has lost 5.9% over this period. Now the key question is: Where could the stock be headed in the near term?

Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision.

Revisions to Earnings EstimatesHere at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock.

Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements.

For the current quarter, Twilio is expected to post earnings of $1.32 per share, indicating a change of +10.9% from the year-ago quarter. The Zacks Consensus Estimate has changed +0.5% over the last 30 days.

For the current fiscal year, the consensus earnings estimate of $5.66 points to a change of +15.8% from the prior year. Over the last 30 days, this estimate has changed +0.8%.

For the next fiscal year, the consensus earnings estimate of $6.56 indicates a change of +15.9% from what Twilio is expected to report a year ago. Over the past month, the estimate has changed +0.9%.

Having a strong externally audited track record, our proprietary stock rating tool, the Zacks Rank, offers a more conclusive picture of a stock's price direction in the near term, since it effectively harnesses the power of earnings estimate revisions. Due to the size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, Twilio is rated Zacks Rank #3 (Hold).

The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:

12 Month EPS

Revenue Growth ForecastWhile earnings growth is arguably the most superior indicator of a company's financial health, nothing happens as such if a business isn't able to grow its revenues. After all, it's nearly impossible for a company to increase its earnings for an extended period without increasing its revenues. So, it's important to know a company's potential revenue growth.

For Twilio, the consensus sales estimate for the current quarter of $1.42 billion indicates a year-over-year change of +15.8%. For the current and next fiscal years, $5.81 billion and $6.35 billion estimates indicate +14.6% and +9.4% changes, respectively.

Last Reported Results and Surprise HistoryTwilio reported revenues of $1.41 billion in the last reported quarter, representing a year-over-year change of +20%. EPS of $1.5 for the same period compares with $1.14 a year ago.

Compared to the Zacks Consensus Estimate of $1.34 billion, the reported revenues represent a surprise of +4.93%. The EPS surprise was +18.11%.

The company beat consensus EPS estimates in each of the trailing four quarters. The company topped consensus revenue estimates each time over this period.

ValuationWithout considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects.

While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price.

The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.

Twilio is graded D on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.

ConclusionThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Twilio. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.

Twilio CEO Khozema Shipchandler joins 'Squawk on the Street' to discuss the company's success amid the software downturn, how the company benefits from agentic AI and much more.

© mezzotint / Shutterstock.com

Pre-Market Stock Futures: Futures are trading higher this morning, but if you’ve ever heard the old saying, “when the chips are down”, that was the poster child phrase for Tuesday’s session, as technology stocks, and specifically the semiconductor stocks, followed a worldwide sell-off that initially began in Korea and carried around the globe. When it was all said and done, all of the major indices finished the day lower, with the tech-heavy Nasdaq leading the way, dropping 2.22% to close at 25,587, while the S&P 500 dropped 1.44% to close at 7,365. Even the resilient small-cap-loaded Russell 2000, which is still the leading index this year, up almost 20%, closed down 0.96% at 2,975. The legacy Dow Jones Industrials almost finished the day higher, but succumbed to selling into the close, finishing down just 0.09% at 51,666. With the second quarter coming to an end, we could see more end-of-quarter reallocation and selling as portfolio managers prepare for window dressing.

Treasury Bonds: After a dreadful Monday that saw yields rise across all maturities, yields were modestly lower across the curve on Tuesday as safe-haven and end-of-the-month maneuvering brought out buyers. By the final bell, the 30-year-long bond closed flat at 4.95%, while the benchmark 10-year note finished the day at 4.50%. We could see more buying the rest of the week and early next week.

Oil and Gas: Just as on Monday, the sellers returned on Tuesday as oil prices fell across major benchmarks, with reports that more tankers were moving through the Strait of Hormuz. Needless to say, Iran was enthusiastic about letting them through the passage, where 20% of all oil is transported, after receiving a 60-day reprieve from sanctions on Iranian oil purchases. When the session ended on Tuesday, Brent Crude closed at $76.91, down 1.27%, while West Texas Intermediate was last seen at $73.07, down 1.07%. Natural gas, which has been on a winning streak as the commodity becomes a hot topic for powering data centers, closed at $3.16, down 2.89%.

Gold: Gold continued its downward trend Tuesday, despite China’s continued massive purchases of the precious metal, which hit a 26-month high in May and are up a stunning 76% year-to-date. The final print for Gold was $4,112, down 1.92%, while Silver ended at $61.46, down 5.38%. Hawkish commentary by Federal Reserve officials and a strong dollar were both cited as reasons for the ongoing selling of both Gold and Silver. 

Crypto: The cryptocurrency market experienced a broad sell-off on Tuesday, as digital assets fell in tandem with a major plunge in high-flying global technology and chip stocks. Analysts cited a hawkish shift in the Federal Reserve’s outlook, thin liquidity, and record institutional outflows from ETFs. Again, end-of-quarter selling was likely a factor as well. At 8 AM EDT, Bitcoin was trading at $62,540 while Ethereum was quoted at $1,675.

24/7 Wall St. reviews dozens of analyst research reports every day to identify fresh investment ideas for investors and traders alike. These daily analyst notes include recommendations on stocks to buy, sell, or avoid, as well as new coverage initiations. Important reminder: No single analyst report should ever be the sole basis for buying or selling a stock.

Here are some of the best Wall Street analyst upgrades, downgrades, and initiations seen on Wednesday June, 24, 2026. 

Upgrades: Invitation Homes (NYSE: INVH | INVH Price Prediction) was upgraded to Overweight from Equal Weight at Wells Fargo, which nudged the target price for the shares to $33 from $31. Macerich Company (NYSE: MAC) was upgraded to Buy from Neutral at Citigroup, which bumped the target price to $28 from $24. Nucor (NYSE: NUE) was raised to Overweight from Sector Weight at KeyBanc, with a $274 target price. Varonis Systems (NASDAQ: VRNS) was upgraded to Overweight from Equal Weight at Stephens, which lifted the target price for the stock to $45 from $33. Downgrades: Apogee Therapeutics (NASDAQ: APGE) was downgraded to Neutral from Outperform at Mizuho, with a $135 target, up from $110. AbbVie is buying the company at that level. Flowserve (NYSE: FLS) was downgraded to Hold from Buy at TD Cowen, which has a $70 target price for the shares. Nuvalent (NASDAQ: NUVL) was cut to Market Perform from Outperform at Bernstein, which slashed the target price for the stock to $124 from $172. Principal Financial Group (NYSE: PFG) was cut to Underperform from Neutral at Bank of America, which trimmed the target price for the shares to $95 from $98. V2X (NYSE: VVX) was downgraded to Market Perform from Outperform at Raymond James, without a price target. Initiations: Devon Energy (NYSE: DVN) was reinstated at Goldman Sachs with a Buy rating and a $54 target price. Klaviyo (NYSE: KVYO) was assumed with a Buy rating at Goldman Sachs, with a $26 target price. Merck & Co (NYSE: MRK) was initiated with an Outperform rating at CICC, with a $138 target price. Take-Two Interactive Software (NASDAQ: TTWO) was initiated with a Buy rating at BTIG, which has a $290 target price for the company. Twilio (NYSE: TWLO) was started with a Buy rating at Goldman Sachs, which has set a $300 target price for the stock. 

Twilio (TWLO - Free Report) closed the most recent trading day at $186.17, moving -1.03% from the previous trading session. This change lagged the S&P 500's daily gain of 1.09%. Meanwhile, the Dow experienced a rise of 0.14%, and the technology-dominated Nasdaq saw an increase of 1.91%.

The company's shares have seen a decrease of 0.64% over the last month, not keeping up with the Computer and Technology sector's gain of 0.22% and the S&P 500's gain of 0.29%.

Investors will be eagerly watching for the performance of Twilio in its upcoming earnings disclosure. It is anticipated that the company will report an EPS of $1.31, marking a 10.08% rise compared to the same quarter of the previous year. Meanwhile, our latest consensus estimate is calling for revenue of $1.42 billion, up 15.84% from the prior-year quarter.

In terms of the entire fiscal year, the Zacks Consensus Estimates predict earnings of $5.63 per share and a revenue of $5.81 billion, indicating changes of +15.13% and +14.61%, respectively, from the former year.

Additionally, investors should keep an eye on any recent revisions to analyst forecasts for Twilio. Recent revisions tend to reflect the latest near-term business trends. As a result, we can interpret positive estimate revisions as a good sign for the business outlook.

Our research suggests that these changes in estimates have a direct relationship with upcoming stock price performance. To capitalize on this, we've crafted the Zacks Rank, a unique model that incorporates these estimate changes and offers a practical rating system.

Ranging from #1 (Strong Buy) to #5 (Strong Sell), the Zacks Rank system has a proven, outside-audited track record of outperformance, with #1 stocks returning an average of +25% annually since 1988. Within the past 30 days, our consensus EPS projection remained stagnant. Twilio is currently sporting a Zacks Rank of #3 (Hold).

In the context of valuation, Twilio is at present trading with a Forward P/E ratio of 33.44. This signifies a premium in comparison to the average Forward P/E of 18.05 for its industry.

We can additionally observe that TWLO currently boasts a PEG ratio of 1.86. Comparable to the widely accepted P/E ratio, the PEG ratio also accounts for the company's projected earnings growth. TWLO's industry had an average PEG ratio of 1 as of yesterday's close.

The Internet - Software industry is part of the Computer and Technology sector. This industry currently has a Zacks Industry Rank of 84, which puts it in the top 35% of all 250+ industries.

The Zacks Industry Rank gauges the strength of our individual industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Be sure to use Zacks.com to monitor all these stock-influencing metrics, and more, throughout the forthcoming trading sessions.

In the latest close session, Twilio (TWLO - Free Report) was down 1.23% at $204.08. The stock fell short of the S&P 500, which registered a gain of 0.5% for the day. Elsewhere, the Dow gained 0.7%, while the tech-heavy Nasdaq added 0.31%.

The stock of company has risen by 4.33% in the past month, leading the Computer and Technology sector's loss of 0.42% and the S&P 500's loss of 0.23%.

The investment community will be paying close attention to the earnings performance of Twilio in its upcoming release. On that day, Twilio is projected to report earnings of $1.31 per share, which would represent year-over-year growth of 10.08%. In the meantime, our current consensus estimate forecasts the revenue to be $1.42 billion, indicating a 15.84% growth compared to the corresponding quarter of the prior year.

In terms of the entire fiscal year, the Zacks Consensus Estimates predict earnings of $5.63 per share and a revenue of $5.81 billion, indicating changes of +15.13% and +14.61%, respectively, from the former year.

Investors should also note any recent changes to analyst estimates for Twilio. These recent revisions tend to reflect the evolving nature of short-term business trends. Consequently, upward revisions in estimates express analysts' positivity towards the business operations and its ability to generate profits.

Research indicates that these estimate revisions are directly correlated with near-term share price momentum. To take advantage of this, we've established the Zacks Rank, an exclusive model that considers these estimated changes and delivers an operational rating system.

The Zacks Rank system, which varies between #1 (Strong Buy) and #5 (Strong Sell), carries an impressive track record of exceeding expectations, confirmed by external audits, with stocks at #1 delivering an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate has remained steady. Twilio presently features a Zacks Rank of #3 (Hold).

Looking at valuation, Twilio is presently trading at a Forward P/E ratio of 36.73. Its industry sports an average Forward P/E of 18.49, so one might conclude that Twilio is trading at a premium comparatively.

Also, we should mention that TWLO has a PEG ratio of 2.04. The PEG ratio bears resemblance to the frequently used P/E ratio, but this parameter also includes the company's expected earnings growth trajectory. Internet - Software stocks are, on average, holding a PEG ratio of 1.01 based on yesterday's closing prices.

The Internet - Software industry is part of the Computer and Technology sector. This group has a Zacks Industry Rank of 85, putting it in the top 35% of all 250+ industries.

The Zacks Industry Rank assesses the strength of our separate industry groups by calculating the average Zacks Rank of the individual stocks contained within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Be sure to follow all of these stock-moving metrics, and many more, on Zacks.com.

SAN FRANCISCO--(BUSINESS WIRE)--Twilio (NYSE: TWLO), the infrastructure for customer engagement in the AI era, today announced it has been recognized as a Leader in the 2026 Gartner® Magic Quadrant™ for Communications Platform as a Service (CPaaS) for the fourth consecutive year.1 Twilio also received the highest placement in Ability to Execute.2 Twilio delivers trusted communications and data-driven engagement for hundreds of thousands of customer accounts worldwide. Companies such as Best Buy.

On May 20, 2026, Twilio Inc (TWLO) shares fell 3.4% to a current price of $189.33. The stock has seen a 52-week range between $91.84 and $203.71, reflecting sig

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Zacks Premium also includes the Zacks Style Scores.

What are the Zacks Style Scores? The Zacks Style Scores is a unique set of guidelines that rates stocks based on three popular investing types, and were developed as complementary indicators for the Zacks Rank. This combination helps investors choose securities with the highest chances of beating the market over the next 30 days.

Based on their value, growth, and momentum characteristics, each stock is assigned a rating of A, B, C, D, or F. The better the score, the better chance the stock will outperform; an A is better than a B, a B is better than a C, and so on.

The Style Scores are broken down into four categories:

Value ScoreValue investors love finding good stocks at good prices, especially before the broader market catches on to a stock's true value. Utilizing ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and many other multiples, the Value Style Score identifies the most attractive and most discounted stocks.

Growth ScoreGrowth investors are more concerned with a stock's future prospects, and the overall financial health and strength of a company. Thus, the Growth Style Score analyzes characteristics like projected and historic earnings, sales, and cash flow to find stocks that will see sustainable growth over time.

Momentum ScoreMomentum trading is all about taking advantage of upward or downward trends in a stock's price or earnings outlook, and these investors live by the saying "the trend is your friend." The Momentum Style Score can pinpoint good times to build a position in a stock, using factors like one-week price change and the monthly percentage change in earnings estimates.

VGM ScoreIf you like to use all three kinds of investing, then the VGM Score is for you. It's a combination of all Style Scores, and is an important indicator to use with the Zacks Rank. The VGM Score rates each stock on their shared weighted styles, narrowing down the companies with the most attractive value, best growth forecast, and most promising momentum.

How Style Scores Work with the Zacks Rank A proprietary stock-rating model, the Zacks Rank utilizes the power of earnings estimate revisions, or changes to a company's earnings outlook, to help investors create a successful portfolio.

Investors can count on the Zacks Rank's success, with #1 (Strong Buy) stocks producing an unmatched +23.7% average annual return since 1988, more than double the S&P 500's performance. But the model rates a large number of stocks, and there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.

But it can feel overwhelming to pick the right stocks for you and your investing goals with over 800 top-rated stocks to choose from.

That's where the Style Scores come in.

To maximize your returns, you want to buy stocks with the highest probability of success. This means picking stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you find yourself looking at stocks with a #3 (Hold) rank, make sure they have Scores of A or B as well to ensure as much upside potential as possible.

The direction of a stock's earnings estimate revisions should always be a key factor when choosing which stocks to buy, since the Scores were created to work together with the Zacks Rank.

Here's an example: a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one with Style Scores of A and B, still has a downward-trending earnings outlook, and a bigger chance its share price will decrease too.

Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.

Stock to Watch: Twilio (TWLO - Free Report) Headquartered in San Francisco, Twilio Inc. was founded in 2007 and got listed on the NYSE in Jun 2016. Twilio provides Cloud Communications Platform-as-a-Service. The company enables developers to build, scale and operate real-time communications within software applications. The company’s platform consists of three layers, Engagement Cloud, Programmable Communications Cloud and Super Network.

TWLO is a #3 (Hold) on the Zacks Rank, with a VGM Score of B.

Additionally, the company could be a top pick for growth investors. TWLO has a Growth Style Score of B, forecasting year-over-year earnings growth of 15.5% for the current fiscal year.

For fiscal 2026, 10 analysts revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $0.27 to $5.65 per share. TWLO boasts an average earnings surprise of +15.3%.

With a solid Zacks Rank and top-tier Growth and VGM Style Scores, TWLO should be on investors' short list.

Twilio Inc (NYSE:TWLO) gained fresh support from BofA Securities after analyst Koji Ikeda raised his price forecast to $235 from $225 and reiterated a Buy rating, citing stronger confidence in the company's accelerating gross profit growth and expanding multi-product strategy.

Twilio Inc. (TWLO) Presents at TD Cowen's 54th Annual Technology, Media & Telecom Conference Transcript

Bullish setup emerges on the Twilio stock pullback

May 29, 2026 at 11:47 AM

Software stocks are mounting a comeback from AI fears

Subscribers to Schaeffer's Weekend Trader options recommendation service received this TWLO commentary on Sunday night, along with a detailed options trade recommendation -- including complete entry and exit parameters. Learn more about why Weekend Trader is one of our most popular options trading services.

Shares of Twilio Inc (NYSE:TWLO) pulled back to the 20-day moving average following a multi-year high earlier this month. This trendline sits just above 12 times the initial public offering (IPO) price of $15 and an earnings reaction high that saw a significant gap to $184.11.

Short interest has climbed 38% since mid-December – a build that began with the shares at $150 when trading at the January 2025 peak. It would take shorts three days to cover, as the shorts are underwater following earnings. Also making it a good bullish bet, software stocks were feared after AI threats, but some are mounting a comeback amid strong earnings.

Our recommended call has a leverage ratio of 5.9 and will double on a 17.1% rise in the underlying equity

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Twilio Inc. (TWLO) Presents at 46th Annual William Blair Growth Stock Conference Transcript

Twilio is rated Buy with a 12-month price target of $251, driven by margin expansion and strong AI-driven demand. TWLO achieved its highest revenue and gross profit growth in over three years, with non-GAAP operating income up 31% YoY and FCF guidance above $1B for 2026. AI adoption is accelerating multi-product usage and ARPU, while Segment's platform optionality could drive further multiple expansion if well received at SIGNAL.

On June 04, 2026, Twilio Inc TWLO shares rose 4.1% to a current price of $236.64, reflecting a strong performance in the market. Over the past week, shares increased by 28.2%, and in the last month, the stock is up by 24.8%. However, looking at the broader context, TWLO has reached a 52-week high of $238.48 and has a low of $91.84.

GF Value™ verdict: Current price of $236.64 vs GF Value™ of $117.10 indicates the stock is 102.1% overvalued.GF Score™ is 69/100, suggesting it is above average in quality.Most notable signal: Insiders sold $328.2M worth of shares in the last 3 months, with no buying activity. Is TWLO Overvalued or Undervalued? Twilio Inc's current price of $236.64 significantly exceeds the GF Value™ estimate of $117.10, marking the stock as 102.1% overvalued. This substantial difference indicates that there may be limited margin of safety for potential investors. The GF Valuation label categorizes TWLO as significantly overvalued, which presents a risk for current shareholders and potential investors. As the price is well above the estimated intrinsic value, this could suggest that the market has high expectations for future growth that may or may not materialize.

GF Value™ is GuruFocus' proprietary measure of intrinsic value, calculated from historical trading multiples, past business growth, and future performance estimates. Investors may want to proceed with caution, considering the risks associated with investing in overvalued stocks, such as potential price corrections and volatility in market sentiment.

How Does TWLO's Valuation Compare to Its History? Metric Current Historical P/E (TTM) 369.8x 595.5x Forward P/E 41.6x N/A Currently, Twilio's P/E (TTM) stands at 369.8x, which is 38% below its 5-year median of 595.5x. The forward P/E of 41.6x suggests that while the stock may be trading above its historical valuation, it is also reflecting a more favorable expected earnings growth. The P/E analysis aligns with the GF Value™ verdict, indicating that the stock is overvalued based on both current and historical valuation metrics.

What Does TWLO's GF Score™ Tell Us? Metric Rating GF Score™ 69/100 Financial Strength 7/10 Profitability 4/10 Growth 8/10 Valuation 1/10 Momentum 9/10 The GF Score™ provides a comprehensive overview of Twilio's overall quality, with a score of 69/100 indicating a stock that is above average. The strongest area is its Growth rank of 8/10, which reflects the company's potential for future expansion. Conversely, the Valuation rank of 1/10 highlights significant concerns regarding its current price relative to intrinsic value. Financial Strength is rated 7/10, suggesting a solid balance sheet, while Profitability at 4/10 indicates room for improvement in generating consistent profits.

What Are Insiders Doing with TWLO Stock? In the past three months, insiders at Twilio have sold a total of $328.2 million worth of shares, with no reported buying activity. This trend of significant selling raises concerns about the confidence that management has in the company's prospects. When insiders are selling rather than buying, it can signal potential issues with the company's future performance or valuation. This lack of insider buying may suggest that insiders do not believe the stock is currently a good investment at its elevated price levels.

What This Means for Investors Based on the GF Value™ assessment, Twilio Inc TWLO is currently overvalued. With a substantial gap between the current market price and the estimated intrinsic value, potential investors should be cautious and consider the risks involved in investing at these price levels.

For the complete analysis, visit the Twilio Inc TWLO stock page. You can also explore the GF Value™ page for detailed valuation methodology, or use the GuruFocus Stock Screener to find similar opportunities.

Frequently Asked Questions What is TWLO's GF Score™?

TWLO's GF Score™ is 69/100, indicating that it is above average in terms of quality and potential long-term returns.

Is TWLO overvalued or undervalued?

TWLO is currently overvalued, with a GF Value™ of $117.10 compared to its current price of $236.64.

What is TWLO's P/E ratio?

TWLO's P/E (TTM) is 369.8x, which is significantly below its 5-year median of 595.5x, suggesting it is trading above its historical valuation.

This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].