Twilio Inc

Twilio Inc (TWLO) Stock Analysis

$271.120

-10.086 (-3.72%)At close

Loading chart…
High
286.195
Open
280.100
VWAP
275.66
Volume
1.97M
Mkt Cap
9.58B
Low
269.660
Amount
544.07M
EV/EBITDA, TTM
63.39

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.

AI analysis of Twilio Inc (TWLO)

Buy

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.

Analyst Ratings (13)

-46.05% Downside
Buy
10 Buy
3 Hold
0 Sell
Current: 271.12
Low
100.00
Average
146.28
High
185.00

JPMorgan

2026-10-08

Price Target

$335

Overweight

HSBC

2026-09-25

Price Target

$211

Reduce

HSBC

2026-09-24

Price Target

$211

Reduce

TD Cowen

2026-09-22

Price Target

$300

Buy

Rosenblatt

2026-09-22

Price Target

$290

Buy

Valuation Metrics

The current forward P/E ratio for Twilio Inc (TWLO) is 43.67, compared to its 5-year average forward P/E of -63.56.

Forward P/E

Fair
5Y Average P/E
-63.56
Current P/E
43.67
Overvalued
206.15
Undervalued
-333.26

Forward EV/EBITDA

Fair
5Y Average EV/EBITDA
37.08
Current EV/EBITDA
63.39
Overvalued
80.92
Undervalued
-6.77

Forward P/S

Fair
5Y Average P/S
4.06
Current P/S
6.46
Overvalued
6.93
Undervalued
1.19

Alphio AI Price Scenarios for TWLO

Scenario prices are the last monthly forecast band of the current year. Probabilities are fixed model weights (25 / 50 / 25), not guarantees.

B

Bull

Bull · 25%TWLO

$154.43

Scenario price

B

Base

Base · 50%TWLO

$149.25

Scenario price

B

Bear

Bear · 25%TWLO

$131.98

Scenario price

Whales holding TWLO

A

Allianz Global Investors U.S. LLC

+ HoldingTWLO

+4.73%

3M Return

L

Level Four Advisory Services, LLC

+ HoldingTWLO

+4.41%

3M Return

C

Circle Wealth Management, LLC

+ HoldingTWLO

+2.82%

3M Return

O

Osterweis Capital Management, Inc.

+ HoldingTWLO

+2.70%

3M Return

P

Polar Capital Holdings Plc

+ HoldingTWLO

+2.48%

3M Return

S

Staley Capital Advisers, Inc.

+ HoldingTWLO

+1.90%

3M Return

Events Timeline

2026-10-01 (ET)

17:30:00

Paramount Skydance Acquires Warner Bros. Discovery

2026-09-25 (ET)

16:30:00

Major Averages Rise as Oil Prices Retreat

15:00:00

Akamai Signs $11.6B Agreement with Anthropic

13:00:00

Major Averages Rise as Oil Prices Retreat

09:00:00

Stock Futures Rise as Akamai Signs $11.6B Deal with Anthropic

News

TWLO FAQ — answered by Alphio AI

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.

Community

More ↗
Sign up or log in to join the discussion

This page is for research only and is not investment advice. Models can be wrong. Past performance does not guarantee future results.

Start trading