TWLO

Twilio Inc. Class A Common Stock (TWLO)

Stock · NYSE · Technology

$244.45as of 10/16/2026

AI Market Commentary

AI-generatedAll commentary →

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

October 17, 2026

Twilio Shares Fall as S&P 500 Top Loser. Twilio stock dropped significantly, becoming the top loser in the S&P 500 index. This decline occurred alongside other software and cloud companies like CrowdStrike and MongoDB. While the stock price fell, some analysts remain optimistic, with one firm recently raising its price target to $315.

Active signals

Support level
$182.38
Industry
Computer Software: Prepackaged Software

What TWLO's price did in the 20 trading sessions after each past signal, compared with any 20-session window over the same period.

SignalTimesMedian 20-session returnHigher after 20 sessions
Volume Spike33-0.2%48%
Bollinger Band Breakout23-0.2%48%
Bollinger Band BreakdownActive now17+10.5%65%
200-Day Moving Average TouchActive now12+6.5%75%
Any 20-session window (baseline)+1.9%56%

Computed by MarketWall from daily closing prices since May 18, 2022. Returns are close-to-close and don't include dividends. Past results describe what happened before; they are not a forecast and not investment advice.

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
$236.85$278.25
Market cap
$29.32B
P/E (trailing)
36.29
P/E (forward)
35.94
EPS (trailing)
$7.19
Dividend yield
—
Beta
1.46
Avg. volume
2.92M
52-week range
$104.5$308.4
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

Gross Profit$2.48B(49%)
Operating Income$157.80M(3%)

Forecasts

29 analyst ratings

Buy 84%
Hold 13%
Sell 3%
1-year price forecast
High
$335
+37.0%
Median
$275
+12.5%
Low
$165
-32.5%

Twilio Inc. Class A Common Stock Competitors

Chosen by industry and closest market cap.

  • TWLO
    Twilio Inc. Class A Common Stock
    $244.37
    ▼ 10.62%
    Market cap $29.32BP/E 36.29
    $104.5$308.4
  • MDB
    MongoDB Inc. Class A Common Stock
    $337.57
    ▼ 7.89%
    Market cap $29.76BP/E 493.29
    $215.68$473.1
  • TEAM
    Atlassian Corporation Class A Common Stock
    $207.82
    ▼ 4.28%
    Market cap $27.96BP/E —
    $56.01$214.77
  • RBLX
    Roblox Corporation Class A Common Stock
    $49.55
    ▼ 3.09%
    Market cap $25.75BP/E —
    $33.88$141.95
  • STRK
    Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock
    $71.24
    ▼ 3.53%
    Market cap $25.07BP/E —
    $81.81$312.71
  • OKTA
    Okta Inc. Class A Common Stock
    $187.26
    ▼ 10.20%
    Market cap $24.94BP/E 123.01
    $62.66$235
  • STRD
    Strategy Inc 10.00% Series A Perpetual Stride Preferred Stock
    $70.86
    ▼ 1.35%
    Market cap $24.28BP/E —
    $81.81$312.71

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

Latest news

Insider Activity

Insider Actions →
Acquired
0
Disposed
24.5K

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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