TWLO

Twilio Inc. Class A Common Stock (TWLO)

Stock · NYSE · Technology

$237.78as of 8/28/2026

AI Market Commentary

AI-generated

Synthesized from recent news and fundamentals/technical data -- not human analyst commentary or trader sentiment.

August 28, 2026

Citizens Reiterates Outperform on Twilio, Price Target $275. Citizens analysts reaffirmed their market outperform rating on Twilio with a $275 price target. The reaffirmation comes as the company draws attention at a recent industry conference. The Citizens target sits above the average consensus of $250.08 among 31 analysts covering the stock. Some market observers have questioned whether Twilio's current valuation fully reflects the spotlight the company is receiving at the event, given it is trading near the upper end of its 52-week range.

Active signals

High Beta23.3%
Support level
$124.54
Industry
Computer Software: Prepackaged Software

About TWLO

Twilio Inc., together with its subsidiaries, provides customer engagement platform solutions in the United States and internationally. The company provides various application programming interfaces and software solutions for communications between customers and end users, including messaging, voice, email, video interactions, digital engagement centers, marketing campaigns, and user authentication and identity solut…

Sector
Technology
Industry
Computer Software: Prepackaged Software
Employees
5,492

Fundamentals

1-day range
$237.29$243.98
Market cap
$29.84B
P/E (trailing)
370.88
P/E (forward)
35.10
EPS (trailing)
$0.64
Dividend yield
Beta
1.41
Avg. volume
2.34M
52-week range
$98.44$258.35
Next earnings: October 29, 2026 · EPS estimate $1.47After Closeconfirmed

How Twilio Inc. Class A Common Stock Makes Money

Where the revenue actually goes — FY2025 annual results

market-wall.comTotalRevenue$5.07BNet Income$33.83M (1%)Cost of Revenue$2.59B (51%)SG&A$1.28B (25%)R&D$1.02B (20%)Other$119.59M (2%)Tax$21.26M (0%)TWLO

Source: 10-K filed Feb 24, 2026 · via SEC EDGAR / Finnhub

Forecasts

30 analyst ratings

Buy 84%
Hold 13%
Sell 3%
1-year price forecast
High
$330
+38.8%
Median
$263
+10.6%
Low
$135.5
-43.0%

Twilio Inc. Class A Common Stock Competitors

Chosen by industry and closest market cap.

  • TWLO
    Twilio Inc. Class A Common Stock
    $237.66
    ▼ 1.52%
    Market cap $29.84BP/E 370.88
    $98.44$258.35
  • MDB
    MongoDB Inc. Class A Common Stock
    $446.22
    ▲ 1.28%
    Market cap $28.79BP/E
    $215.68$473.1
  • STRC
    Strategy Inc Variable Rate Series A Perpetual Stretch Preferred Stock
    $97.35
    ▼ 0.66%
    Market cap $32.35BP/E
    $81.81$365.21
  • MSTR
    Strategy Inc Common Stock Class A
    $127.29
    ▼ 7.36%
    Market cap $33.24BP/E
    $81.81$365.21
  • TEAM
    Atlassian Corporation Class A Common Stock
    $190.37
    ▲ 2.56%
    Market cap $26.32BP/E
    $56.01$185.73
  • STRF
    Strategy Inc 10.00% Series A Perpetual Strife Preferred Stock
    $101.9
    ▼ 0.66%
    Market cap $33.61BP/E
    $81.81$365.21
  • VEEV
    Veeva Systems Inc. Class A Common Stock
    $276.69
    ▼ 1.93%
    Market cap $33.66BP/E 40.25
    $148.05$310.5

P/E shows — for peers not currently carrying a live signal of their own.

Latest news

Insider Activity

Insider Actions
Acquired
0
Disposed
526.7K

Institutional Ownership

March 31, 2026

Total shares held
119.70M
Total value held
$14.74B
Institutional holders
799
Top holders this quarter
  • Unknown16.61M
  • Unknown11.54M
  • Unknown6.79M
  • Unknown5.86M
  • Unknown3.26M
  • Unknown2.83M
  • Unknown2.41M
  • Unknown2.33M
  • Unknown2.29M
  • Unknown2.25M

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