Twilio Inc

Twilio Inc (TWLO) Stock Analysis

$266.680

+8.240 (+3.09%)At close

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High
271.000
Open
261.260
VWAP
265.92
Volume
1.80M
Mkt Cap
9.58B
Low
260.090
Amount
479.88M
EV/EBITDA, TTM
57.95

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)

Hold

Twilio Inc (TWLO) is currently trading at $244.37, which is significantly below the analyst price targets of $290 to $335. However, the stock has recently experienced a sharp decline of 15.58% over the past five days and a staggering 10.62% drop yesterday, indicating a bearish sentiment. The RSI is at 22.888, suggesting that the stock is oversold and may rebound, but the risk remains high due to insider selling increasing by 3575.76% over the last month. Therefore, while there is potential for recovery, caution is advised, and it may be prudent to hold off on buying until the stock stabilizes.

Analyst Ratings (13)

-45.15% Downside
Buy
10 Buy
3 Hold
0 Sell
Current: 266.68
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 -58.77.

Forward P/E

Fair
5Y Average P/E
-58.77
Current P/E
43.67
Overvalued
199.32
Undervalued
-316.87

Forward EV/EBITDA

Fair
5Y Average EV/EBITDA
36.52
Current EV/EBITDA
57.95
Overvalued
78.95
Undervalued
-5.92

Forward P/S

Fair
5Y Average P/S
4.02
Current P/S
5.90
Overvalued
6.76
Undervalued
1.27

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

C

CastleArk Management LLC

+ HoldingTWLO

+8.92%

3M Return

D

Dorsal Capital Management, LP

+ HoldingTWLO

+6.74%

3M Return

T

The Glenmede Trust Company, National Association

+ HoldingTWLO

+6.18%

3M Return

C

Circle Wealth Management, LLC

+ HoldingTWLO

+5.82%

3M Return

A

Allianz Global Investors U.S. LLC

+ HoldingTWLO

+5.56%

3M Return

O

Osterweis Capital Management, Inc.

+ HoldingTWLO

+5.51%

3M Return

Events Timeline

2026-10-20 (ET)

15:00:00

Salesforce Acquires Braze for $47.50 per Share

2026-10-01 (ET)

17:30:00

Paramount Skydance Acquires Warner Bros. Discovery

2026-09-25 (ET)

16:30:00

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15:00:00

Akamai Signs $11.6B Agreement with Anthropic

13:00:00

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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 (TWLO) is currently trading at $244.37, which is significantly below the analyst price targets of $290 to $335. However, the stock has recently experienced a sharp decline of 15.58% over the past five days and a staggering 10.62% drop yesterday, indicating a bearish sentiment. The RSI is at 22.888, suggesting that the stock is oversold and may rebound, but the risk remains high due to insider selling increasing by 3575.76% over the last month. Therefore, while there is potential for recovery, caution is advised, and it may be prudent to hold off on buying until the stock stabilizes.

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

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

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