Twilio Inc

Twilio Inc(TWLO)股票分析

$261.790

+8.430 (+3.22%)收盤時

Loading chart…
最高
263.700
開盤
256.000
成交量加權均價
259.53
成交量
2.08M
市值
9.58B
最低
253.110
成交金額
540.21M
企業價值/稅息折舊攤銷前利潤(TTM)
57.09

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 分析 of Twilio Inc (TWLO)

持有

Twilio Inc is currently priced at $261.79, with a forward P/E ratio of 43.67, indicating that the stock is trading at a high valuation relative to its expected earnings. The recent RSI of 46.32 suggests that the stock is neither overbought nor oversold, indicating a neutral momentum. While the stock has shown a year-to-date increase of 89.21%, the recent insider selling has surged by 3575.76%, which raises concerns about the confidence of insiders in the company's future performance. Given these mixed signals, it may be prudent to hold off on buying until clearer trends emerge, especially with upcoming earnings reports that could significantly impact the stock's price.

分析師評級(13)

-44.12% 下跌空間
買進
10 買進
3 持有
0 賣出
目前: 261.79
最低
100.00
平均
146.28
最高
185.00

JPMorgan

2026-10-08

目標價

$335

增持

HSBC

2026-09-25

目標價

$211

Reduce

HSBC

2026-09-24

目標價

$211

Reduce

TD Cowen

2026-09-22

目標價

$300

買進

Rosenblatt

2026-09-22

目標價

$290

買進

估值指標

Twilio Inc(TWLO)目前預期本益比為 43.67,5 年平均預期本益比為 -56.29。

預期本益比

合理
5 年均值 P/E
-56.29
目前P/E
43.67
高估
195.60
低估
-308.18

預期 EV/EBITDA

合理
5 年均值 EV/EBITDA
36.25
目前EV/EBITDA
57.09
高估
77.94
低估
-5.43

預期股價營收比

合理
5 年均值 P/S
4.00
目前P/S
5.81
高估
6.68
低估
1.32

Alphio AI 對 TWLO 的價格情境

情境價格取自當年最後一個月度預測區間。機率為固定的模型權重(25 / 50 / 25),不構成保證。

樂

樂觀

樂觀 · 25%TWLO

$154.43

情境價格

基

基準

基準 · 50%TWLO

$149.25

情境價格

悲

悲觀

悲觀 · 25%TWLO

$131.98

情境價格

持有 TWLO 的大戶

C

CastleArk Management LLC

+ 持有TWLO

+4.66%

3個月報酬率

A

Allianz Global Investors U.S. LLC

+ 持有TWLO

+4.25%

3個月報酬率

D

Dorsal Capital Management, LP

+ 持有TWLO

+4.15%

3個月報酬率

T

The Glenmede Trust Company, National Association

+ 持有TWLO

+3.48%

3個月報酬率

C

Circle Wealth Management, LLC

+ 持有TWLO

+3.42%

3個月報酬率

O

Osterweis Capital Management, Inc.

+ 持有TWLO

+3.08%

3個月報酬率

事件時間軸

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

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

資訊

TWLO 常見問題 —— 由 Alphio AI 解答

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 currently priced at $261.79, with a forward P/E ratio of 43.67, indicating that the stock is trading at a high valuation relative to its expected earnings. The recent RSI of 46.32 suggests that the stock is neither overbought nor oversold, indicating a neutral momentum. While the stock has shown a year-to-date increase of 89.21%, the recent insider selling has surged by 3575.76%, which raises concerns about the confidence of insiders in the company's future performance. Given these mixed signals, it may be prudent to hold off on buying until clearer trends emerge, especially with upcoming earnings reports that could significantly impact the stock's price.

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

註冊或登入後參與討論

本頁僅供研究參考,不構成投資建議。模型可能出錯。過往表現不代表未來結果。

開始交易