Twilio Inc

Twilio Inc(TWLO)の株式分析

$271.120

-10.086 (-3.72%)終値時点

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高値
286.195
始値
280.100
出来高加重平均価格
275.66
出来高
1.97M
時価総額
9.58B
安値
269.660
売買代金
544.07M
EV/EBITDA(TTM)
63.13

Twilio Inc. provides a customer engagement platform to build direct, personalized relationships with their customers everywhere in the world. Its platform provides developers with tools to build, scale, and deploy real-time communications within software applications. Its segments include Twilio Communications (Communications) and Twilio Segment (Segment). The Communications segment consists of a variety of application programming interfaces (APIs) and software solutions to optimize communications between its customers and their end users. Its key offerings in its Communications segment include Messaging, Voice, Email (includes Marketing Campaigns), Flex and User Authentication and Identity. Its Twilio Flex is a digital engagement center for the entire customer journey. Twilio Segment is a customer data platform that provides businesses with the tools to harness the power of contextual data by unifying real-time information collected throughout each customer’s journey into a profile.

www.twilio.com/en-us

AI分析 of Twilio Inc (TWLO)

買い

Twilio Inc is a good buy right now, with a current price of $289.47 and a strong recent performance, including a 109.22% year-to-date increase. The RSI is at 56.97, indicating a healthy momentum, while the forward P/E ratio is 43.67, suggesting growth potential. However, the main risk is the insider selling, which has increased by 3575.76% over the last month, indicating potential concerns among insiders about the stock's future performance.

アナリスト評価(13)

-46.05% 下落余地
買い
10 買い
3 中立
0 売り
現在: 271.12
安値
100.00
平均
146.28
高値
185.00

JPMorgan

2026-10-08

目標株価

$335

オーバーウェイト

HSBC

2026-09-25

目標株価

$211

Reduce

HSBC

2026-09-24

目標株価

$211

Reduce

TD Cowen

2026-09-22

目標株価

$300

買い

Rosenblatt

2026-09-22

目標株価

$290

買い

バリュエーション指標

Twilio Inc(TWLO)の現在の予想PERは43.67で、5年平均は-64.74です。

予想PER

適正
5年平均 P/E
-64.74
現在のP/E
43.67
割高
207.71
割安
-337.19

予想EV/EBITDA

適正
5年平均 EV/EBITDA
37.21
現在のEV/EBITDA
63.13
割高
81.39
割安
-6.97

予想PSR

適正
5年平均 P/S
4.07
現在のP/S
6.43
割高
6.96
割安
1.17

Alphio AI による TWLO の価格シナリオ

シナリオ価格は本年の最終月次予想レンジです。確率はモデルの固定ウェイト(25 / 50 / 25)であり、保証ではありません。

強

強気

強気 · 25%TWLO

$154.43

シナリオ価格

基

基本

基本 · 50%TWLO

$149.25

シナリオ価格

弱

弱気

弱気 · 25%TWLO

$131.98

シナリオ価格

TWLO を保有するクジラ

A

Allianz Global Investors U.S. LLC

+ を保有TWLO

+4.73%

3か月リターン

L

Level Four Advisory Services, LLC

+ を保有TWLO

+4.41%

3か月リターン

C

Circle Wealth Management, LLC

+ を保有TWLO

+2.82%

3か月リターン

O

Osterweis Capital Management, Inc.

+ を保有TWLO

+2.70%

3か月リターン

P

Polar Capital Holdings Plc

+ を保有TWLO

+2.48%

3か月リターン

S

Staley Capital Advisers, Inc.

+ を保有TWLO

+1.90%

3か月リターン

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ニュース

TWLO のよくある質問 — Alphio AI が回答

Twilio Inc. provides a customer engagement platform to build direct, personalized relationships with their customers everywhere in the world. Its platform provides developers with tools to build, scale, and deploy real-time communications within software applications. Its segments include Twilio Communications (Communications) and Twilio Segment (Segment). The Communications segment consists of a variety of application programming interfaces (APIs) and software solutions to optimize communications between its customers and their end users. Its key offerings in its Communications segment include Messaging, Voice, Email (includes Marketing Campaigns), Flex and User Authentication and Identity. Its Twilio Flex is a digital engagement center for the entire customer journey. Twilio Segment is a customer data platform that provides businesses with the tools to harness the power of contextual data by unifying real-time information collected throughout each customer’s journey into a profile. It operates in the Technology sector (SERVICES-PREPACKAGED SOFTWARE industry).

Twilio Inc is a good buy right now, with a current price of $289.47 and a strong recent performance, including a 109.22% year-to-date increase. The RSI is at 56.97, indicating a healthy momentum, while the forward P/E ratio is 43.67, suggesting growth potential. However, the main risk is the insider selling, which has increased by 3575.76% over the last month, indicating potential concerns among insiders about the stock's future performance.

13 analysts cover TWLO: 10 rate it Buy, 3 Hold and 0 Sell. The average price target is 146.28.

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