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Twilio (TWLO)

Information Technology · Cloud Communications Platform (CPaaS) · NYSE

Twilio provides the programmable communications and customer engagement infrastructure that allows developers to embed voice, messaging, and identity features into any application.

What Twilio does

Twilio provides a cloud-based platform that allows businesses to integrate communications and customer engagement capabilities into their own applications. The company offers a suite of programmable APIs for messaging, voice, email, and video, alongside software solutions for marketing campaigns, digital engagement centers, and user identity and authentication. Its platform is designed to leverage contextual data and AI to help enterprises manage the entire customer journey.

Themes: customer engagement platform, communications APIs, identity and authentication, marketing automation, generative AI orchestration

Fundamentals

  • Price$258.69 as of 2026-10-20 close
  • Market cap$39.7B as of 2026-07-24 (share count; price 2026-10-20)
  • 1-year return+137.3% 2025-10-20 close $109.02 → 2026-10-20 close $258.69
  • P/E35.73 as of 2026-10-20
  • Net margin+0.7% FY2025, SEC XBRL
  • Gross margin+48.9% FY2025, SEC XBRL
  • ROE+0.4% FY2025, SEC XBRL
  • ROIC+1.2% NOPAT / (debt + equity - cash), average capital — 10-K FY2025 (year ended 2025-12-31)
  • Debt / equity0.11 borrowings, leases excluded / equity — 10-Q/10-K balance sheet 2026-06-30
  • Revenue growth (YoY)+13.7% FY2025, SEC XBRL
  • Revenue CAGR (3y)+9.8% SEC XBRL
  • Beta1.38 as of 2026-09-02
  • Last reported earnings2026-08-06 SEC EDGAR Form 8-K (Item 2.02)

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How TWLO compares in its sector

  • price-to-earnings ratiomiddle range 231 covered Information Technology peers, as of 2026-10-20
  • net profit marginmiddle range 379 covered Information Technology peers, as of 2026-09-02
  • operating marginmiddle range 374 covered Information Technology peers, as of 2026-09-02
  • gross marginmiddle range 310 covered Information Technology peers, as of 2026-09-02
  • return on equitymiddle range 369 covered Information Technology peers, as of 2026-09-02
  • 3-year revenue CAGRmiddle range 383 covered Information Technology peers

Position among covered Information Technology companies that report each metric (minimum 5 peers). A relative position within our covered catalog — not a valuation, quality, or investment judgment. A higher percentile is simply a higher value (for P/E, more expensive on earnings — never "better"). Informational only.

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Top 10 scores & list membership

TWLO is not currently in any published Top 10 list. Its scores are below.

Top 10 score

50.7 #657 of 1,265 scored · #96 of 191 in Information Technology

  • Profitability20.1
  • Growth65.2
  • Financial health52.4
  • Valuation45.4
  • Capital return50.7
  • Trend69.5

Trend 70th (over the past 12 months this stock beat the market by 122.7 percentage points) and growth 65th (revenue growth year over year 13.7%, 3-year revenue CAGR 9.8%); weakest is profitability (20th, return on equity 0.4%, operating margin 3.1%).

Scores as of 20 Oct 2026. Each bar is a percentile: how this company ranked against every company the score ranked, 0–100. A list is a published formula and its output, not a recommendation. Method version 4.

Quarterly results

QuarterRevenueGross profitOperating incomeNet incomeDiluted EPSOperating cash flow
Q2 FY2026 2026-06-30$1.5B$726M$85M$1.1B$6.68$372M†
Q1 FY2026 2026-03-31$1.4B$684M$108M$90M$0.57$153M
Q4 FY2025 2025-12-31$1.4B†$662M†$57M†-$46M†-$0.29†$272M†
Q3 FY2025 2025-09-30$1.3B$632M$41M$37M$0.23$264M†
Q2 FY2025 2025-06-30$1.2B$603M$37M$22M$0.14$277M†
Q1 FY2025 2025-03-31$1.2B$582M$23M$20M$0.12$191M
Q4 FY2024 2024-12-31$1.2B†$600M†$14M†-$12M†-$0.09†$108M†
Q3 FY2024 2024-09-30$1.1B$579M-$5M-$10M-$0.06$204M†

† Not filed as a discrete quarter: derived from the company's own year-to-date figures (for example the fourth quarter as the fiscal year minus the first nine months). A derived per-share figure is approximate, because the share count moves within the year.

Balance sheet at 2026-06-30

  • Cash and equivalents$823M
  • Short-term investments$1.8B
  • Total debt$993M borrowings only; leases excluded
  • Net debt-$1.7B total debt − cash − short-term investments

From the company's own SEC 10-Q and 10-K filings (XBRL), re-read every week. Figures in US dollars as filed; informational only — not financial advice.

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How Twilio looks technically

Twilio (TWLO) is trading 41.3% above its 200-day average, the long-term trend line — a longer-term uptrend. Its 50-day average crossed above its 200-day average about 227 trading days ago — a "golden cross", a bullish long-term signal. A strong downtrend is in place — ADX, a 0–100 trend-strength gauge, is 26, with sellers in control. Momentum is neutral — its 14-day RSI (a 0–100 momentum gauge) is 46, neither overbought (above 70) nor oversold (below 30). MACD, a trend-momentum gauge, turned bearish about 10 trading days ago (its momentum flipped negative). It made a new 20-day high about 14 trading days ago. It is 16.1% below its highest point of the past year. Trading volume is unusually light — only about 35% of its 30-day average.

Trend

8
Distance from the 200-dayit is trading 41.3% above its 200-day average, the long-term trend line — a longer-term uptrend+41.3%
50-day moving averageits average price over the last 50 trading days — a short-term trend line — is $254.45$254.45
200-day moving averageits average price over the last 200 trading days — the long-term trend line — is $183.10$183.10
Swing structureeach recent peak has been higher than the one before it and each dip has been shallower — the pattern chart-watchers call an uptrend, which describes where price has already been and not where it goes nexthigher highs and higher lows
Last swing turnits last significant turn was a swing high 14 calendar days ago — the swings before that are what the structure reading is measured on14 sessions
Wave structureits recent swings can be read as a five-part upward sequence — what Elliott-wave chartists call an impulse — now in the fourth leg, a pullback against that upward direction; the labelling fails if price closes below 243.98. It is one of several labellings that fit, and it describes the swings already printed, not what comes next. The same swings also read as a completed three-part correction.possible upward five-wave sequence, in wave 4 (one of several readings)
Since the 50/200 crossits 50-day average crossed above its 200-day average about 227 trading days ago — a "golden cross", a bullish long-term signal227 sessions
Trend strength (14-day ADX)a strong downtrend is in place — ADX, a 0–100 trend-strength gauge, is 26, with sellers in control26.2

Momentum

3
14-day RSImomentum is neutral — its 14-day RSI (a 0–100 momentum gauge) is 46, neither overbought (above 70) nor oversold (below 30)46.3
Position in its 14-day rangeit is trading in the lower half of its 14-day range ($236.85 to $308.40) — its "stochastic" reading is 31 out of 100, where 0 would mean closing exactly at the 14-session low and 100 exactly at the high. This measures WHERE the price sits inside its recent range, which is a different question from the RSI beside it: RSI is a momentum gauge, measuring how FAST the price has been moving, so a stock can drift quietly to the bottom of its range with an ordinary RSI, or fall sharply and still sit in the middle. It has been climbing within that range over the last few sessions.30.5
Since the MACD crossed zeroMACD, a trend-momentum gauge, turned bearish about 10 trading days ago (its momentum flipped negative)10 sessions

Range

12
52-week highits highest closing price over the past year (about 252 trading days) was $308.40$308.40
From the 52-week highit is 16.1% below its 52-week high (its highest price of the past year)-16.1%
Above the 52-week lowit is 147.6% above its 52-week low (its lowest price of the past year)+147.6%
Below the 52-week highit is 16.1% below its highest point of the past year16.1%
Since a 20-day breakoutit made a new 20-day high about 14 trading days ago14 sessions
Since a 55-day breakoutit made a new 55-day high about 14 trading days ago14 sessions
All-time highits highest closing price on record is $457.30 (set on 2021-02-18)$457.30
Given back of the 52-week moveover the past year its closes ranged ($106.23 to $301.27), and it has given back roughly a quarter of its rise from last year’s low — 22% of it. Chart-watchers call 61.8%-65% given back the "golden pocket" — for this company that is $174.49 to $180.74. It is watched widely enough that orders cluster there, which is the honest reason it matters; it is not a forecast.21.8%
From the all-time highit is 43.4% below its all-time high-43.4%
Nearest price levelit is trading 30.5% above a support level at $179.74 — a price it turned at three times since 2026-05-26, most recently on 2026-07-23. Since 2024-10-21 it has 10 such levels below the current price and 0 above. Levels like these describe where the price has reversed or paused before; they are not a forecast of where it will go.-30.5%
All-time lowits lowest closing price on record is $22.80 (set on 2017-05-08)$22.80
Above the all-time lowit is 1034.6% above its all-time low+1,035%

Volatility

5
Band width vs its own 6 monthsday-to-day price swings are narrower than usual versus its own recent 6-month history (tighter than about 79% of it)21st percentile
Typical daily rangein a typical session it travels about $16.13 between its high and its low — about 6.2% of its price. That is its "average true range" over the last 14 sessions, which also counts the distance from the previous close, so a day that opens well away from yesterday counts as the large move it was$16.13
Bollinger bands (20-day, ±2σ)most of its recent trading has stayed between about $251.22 and $310.87 — the "Bollinger bands", a range drawn two standard deviations either side of its 20-day average price, which widens when the stock gets more volatile and narrows when it settles$251.22 – $281.05 – $310.87
Typical daily range (% of price)its price moves about 6.2% in a typical session — more volatile than most companies we cover. This is the average gap between a session's high and low over the last 14 sessions, counting overnight moves, expressed against the current price so it can be compared with companies trading at any price6.2%
Stretch from the 200-day averageit is trading 4.7 daily ranges above its 200-day average price (41.3% above it in plain percentage terms) — a way of asking how far it has stretched from its own average in units of how far it normally moves in a day, so a calm company and a jumpy one can be compared on the same scale4.7 daily ranges above its 200-day average

Volume

1
Volume vs its 30-day averagetrading volume is unusually light — only about 35% of its 30-day average0.35×

Analyst

2
Change in the average price targetanalysts have raised their average price target by 1.9% since the prior reading+1.9%
Change in the consensus ratingthe analyst consensus rating has softened toward "sell" since the prior reading0.04 toward sell

Candlestick patterns

2
Since a doji5 sessions ago it opened and closed at almost the same price after trading through a wider range — a "doji", the classic picture of buyers and sellers finishing the session level5 sessions ago
Since a bearish engulfing2 sessions ago it opened above the previous session's close and finished below that session's open — a "bearish engulfing" pair, where one down day more than undid the up day before it2 sessions ago

Price gaps

3
Gap at the openit opened on 2026-10-20 1.3% below the previous session's close — an overnight gap, the part of the move that happened while the market was shut, and traded back through that level before the close-1.3%
Open gapit gapped 21.8% above the previous close 51 sessions ago and has not traded back through the level it left behind at 193.2 — an "unfilled gap", which describes a price range no trade has since crossed and is not a forecast that it will be crossed+21.8%
Gap filleda 2.6% gap down opened on 2026-10-15 has been "filled" 3 sessions ago — price traded back through the level the gap left behind, and it closed again during the very session that opened it3 sessions ago

Price streaks

1
Closing streakit has closed higher 2 sessions in a row, a +5.86% move over the run — an unbroken run of up days, which describes what has already happened and says nothing about the next session2 sessions up

Relative strength

4
vs market, 1 monthover the past 1 month this stock beat the market by 5.1 percentage points (the stock gained 6.1% while the market gained 1.0%)+5.1%
vs market, 3 monthsover the past 3 months this stock beat the market by 22.4 percentage points (the stock gained 26.0% while the market gained 3.6%)+22.4%
vs market, 6 monthsover the past 6 months this stock beat the market by 69.1 percentage points (the stock gained 77.6% while the market gained 8.5%)+69.1%
vs market, 12 monthsover the past 12 months this stock beat the market by 122.7 percentage points (the stock gained 137.3% while the market gained 14.6%)+122.7%

Signal agreement

2
Bullish technical signals4 of the 9 technical signals we can compute for it are currently in a bullish state: a "golden cross" — its 50-day average is above its 200-day, trading above its 200-day average, outperforming the market over 6 months, trading above the Ichimoku cloud — these describe past price behaviour, not a forecast4 of 9
Bearish technical signals2 of the 9 technical signals we can compute for it are currently in a bearish state: MACD momentum is negative, a strong downtrend, with sellers in control — these describe past price behaviour, not a forecast2 of 9

Trend (Ichimoku cloud)

1
Vs the Ichimoku cloudtrading 10% above the Ichimoku cloud — a band drawn from where its own highs and lows sat up to 2026-09-14 and projected forward over today's price, the side traders read as an established uptrend, with the band below acting as the level that would have to give way. The band itself is moderate, spanning 5.9% of the share price.+10.4%

Volume-weighted price

2
Vs this year’s average price paidthe price is 33% above the average price paid so far this year, so the typical buyer over that stretch is showing a gain. That average is $193.88 — a volume-weighted average of daily closes over 196 sessions, not a true tick-by-tick VWAP.+33.4%
Vs the average paid since it last reportedthe price is 2% below the average price paid since it last reported on 2026-08-06 (its 8-K), so the typical buyer over that stretch is under water. That average is $264.94 — a volume-weighted average of daily closes over 53 sessions, not a true tick-by-tick VWAP.-2.4%

Rising wedge, bearish — broke down · entry $277.26 · 72 sessions in

Price levels it has turned at before

TWLO last closed at $258.69 on 2026-10-20. Since 2024-10-21 it has turned at 10 prices below its last close and 0 above; the 3 nearest below are listed, nearest first.

LevelSideDistanceEvidence
$179.74Support30.5% below the last closeturned there three times · 2026-05-26 to 2026-07-23
$137.91Support46.7% below the last closeturned there twice · 2025-10-31 to 2026-01-28
$135.47Support47.6% below the last closeturned there twice · 2025-07-24 to 2026-04-06

A level is a price this company reversed or paused at more than once — they describe past behaviour, not a forecast of where the price will go.

Wave structure

Its recent swings can be read as a five-part upward sequence — what Elliott-wave chartists call an impulse — now in leg 4 of five, a pullback against that direction.

This labelling fails — stops being a possible reading at all — if it closes below $243.98.

This is one of several labellings that fit the same swings, so treat it as a reading rather than the reading. It was chosen from 2 labellings that survived the rules, counting shorter readings of the same bars.

On past moves of this shape the leg has usually ended somewhere between $265.13 and $287.98 — that is where it has tended to end if the count holds, not a forecast of where the price goes.

Alternate reading: The same swings also read as a completed three-part correction, which fails on a close above $308.40.

This reading has stood for 6 trading days, since 2026-10-13.

Read from daily closes as of 2026-10-20.

An Elliott-wave count describes the swings already printed and the level that would disprove it. It is not a forecast, a target, or advice.

Based on daily closing prices as of 2026-10-20. Describes past price behavior only — informational, not financial advice.

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Analyst consensus

  • Consensus ratingBuy (1.68 mean, 1=Strong Buy…5=Strong Sell) — 29 analysts
  • Mean price target$270.64 range $165.00 – $335.00; median $275.00

Analyst estimates, as of 2026-10-20. These are third-party analyst opinions and price targets, aggregated — not a recommendation, prediction, or advice from stocks-llm. Informational only.

Analyst EPS estimate for TWLO

  • Consensus EPS estimate$1.47 next reporting period, as of 2026-10-20
  • Estimate change, 30 days+$0.00052 (+0.0%) from $1.47, on 2026-09-15, 35-day window
  • Readings revised upward20% of 10 comparable readings

The consensus estimate for the next reporting period, and how it has moved between readings of that SAME period. A change is measured only between readings estimating one period — when a company reports, the consensus moves to the next quarter and the two numbers are not comparable. Informational only, not a forecast and not advice.

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Key risks (from latest filing)

["High dependence on usage-based revenue models, which can cause variability and are sensitive to macroeconomic conditions.","Exposure to increased network service provider fees for A2P messaging that create headwinds for gross margins.","Operational and financial risks associated with third-party network service providers."]

See TWLO's biggest risks from its latest 10-Q →

What changed in the latest 10-Q

AI-assisted comparison of TWLO's 10-Q filed 2026-05-01 against the prior one filed 2025-10-31.

Risk Factors

  • Added:
    • In Risk Factor Summary, added bullet point under 'Risks Related to Our Business and Industry': 'our ability to compete effectively in intensely competitive and rapidly evolving markets'
    • In Risk Factor Summary, added bullet point under 'Risks Related to Our Business and Industry': 'our ability to maintain profitability'
    • In detailed risk factor discussion, added phrase 'geopolitical instability, including related to conflicts in the Middle East,'
    • In detailed risk factor discussion, added phrase 'any ongoing or potential U.S. federal government shutdown'
  • Removed:
    • In Risk Factor Summary, removed bullet point: 'the evolution of the markets for our products'
    • In Risk Factor Summary, removed bullet point: 'our history of losses and uncertainty about our future profitability'
    • In detailed risk factor discussion, changed 'the extended U.S. federal government shutdown' reference to 'any ongoing or potential U.S. federal government shutdown'
  • Reworded:
    • Changed 'our ability to compete effectively in intensely competitive markets' to 'our ability to compete effectively in intensely competitive and rapidly evolving markets'
    • Changed 'the extended U.S. federal government shutdown, could have an adverse effect' to 'any ongoing or potential U.S. federal government shutdown, have contributed to further disruptions'
    • Changed 'consolidated financial statements' to 'unaudited condensed consolidated financial statements'
  • Notes:
    • The newer filing text appears truncated at the end, cutting off mid-sentence in the detailed risk factor discussion, limiting full comparison of that section
    • The comparison is based on the portions of text provided; changes may exist in sections not fully included in either filing excerpt

AI-assisted comparison of two SEC filing sections. It describes wording and theme changes only, makes no materiality, legal, or investment judgement, and is not financial advice. Informational only — not financial advice.

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Insider activity (SEC Form 4)

0 open-market purchases and 32 open-market sales by insiders in the last 90 days, of which we have read Form 4 filings through 2026-10-16. The 5 days since 2026-10-16 have not been checked yet.

  • Last 30 days · read to 2026-10-160 buys · 21 sells ($11M) — 2 selling insiders
  • Last 90 days · read to 2026-10-160 buys · 32 sells ($136M) — 4 selling insiders
  • Last 180 days · read to 2026-10-160 buys · 66 sells ($478M) — 4 selling insiders

Activity heuristic: net selling (a transparent product heuristic from the counts above, not a prediction or advice)

Most recent open-market transaction: 2026-10-05. Based on Form 4 filings read through 2026-10-16; anything filed since is not yet included.

View full insider trading history → View SEC Form 3/4/5 filings

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Only open-market purchases (SEC code P) and sales (code S) are counted here. Option exercises, vesting/awards, gifts, and shares withheld for taxes are excluded — they are compensation or mechanical, not open-market conviction. Sales may be planned and non-discretionary (e.g. a Rule 10b5-1 plan) and are not necessarily bearish; open-market buying is not a recommendation to buy. Informational only — not financial advice.

U.S. House trading disclosures

U.S. House members publicly disclose their own, their spouse's, and dependent children's stock transactions under the STOCK Act. We hold 6 matched disclosures for TWLO from U.S. House Clerk Periodic Transaction Report filings.

U.S. House trading disclosures →

Institutional ownership (13F)

4 institutional 13F filers reported holding TWLO as of 2026-06-30 (quarter-end position, filed within 45 days).

  • Distinct 13F filers 4
  • Reported shares held 36,289,900
  • Reported value $7,487,694,758

reported quarterly holdings change (2026-03-31 → 2026-06-30): 0 new, 2 increased, 2 decreased, 3 exited. Change counts cover only managers that filed 13F reports in BOTH quarters, derived between two quarter-end snapshots — not same-day trades; a single manager is never said to have "bought" or "sold".

Institutional holdings are quarter-end long positions reported on SEC Form 13F-HR, filed up to 45 days after the quarter ends — they are delayed, are not real-time trades, exclude short positions and most non-US securities, and are not investment advice. Any increase/decrease is a reported change between two quarterly snapshots, not a same-day purchase or sale. These are quarter-end snapshots from the 13F filings on SEC EDGAR, filed within 45 days — not real-time, and any change is a difference between two quarterly reports, not a same-day trade. Informational only — not financial advice.

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Short interest (FINRA)

TWLO had 6,347,074 shares of reported short interest as of the 2026-09-30 FINRA settlement date (delayed, bi-monthly; not real-time).

TWLO had 4.13% of its shares outstanding sold short as of the 2026-09-30 FINRA settlement date (percent of FLOAT would be higher — float is not disclosed in the source). FINRA reported 1.91 days to cover at the same settlement.

  • Reported short interest (shares) 6,347,074
  • Short interest (% of shares outstanding) 4.13%
  • Prior settlement (shares) 5,406,382
  • Reported change 17.4%
  • Days to cover (reported) 1.91

Reported to FINRA as of the 2026-09-30 settlement date. Short interest is reported to FINRA and published on a delayed, bi-monthly schedule (as of a settlement date, disseminated roughly eight business days later) — it is NOT real-time, does not cover every venue or all US trading, and is not a short-squeeze prediction or investment advice. Days-to-cover is the value FINRA reports; percent of float is not shown because the source file carries no share-count denominator — where a percent appears it is of shares OUTSTANDING, the larger base, and is therefore a floor on percent of float. Informational only — not financial advice.

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Competitors & peers

AI-enriched competitor set. Linked names are companies covered by stocks-llm; other named peers are shown for reference only.

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Frequently asked questions

What does Twilio (TWLO) do?

Twilio provides a cloud-based platform that allows businesses to integrate communications and customer engagement capabilities into their own applications. The company offers a suite of programmable APIs for messaging, voice, email, and video, alongside software solutions for marketing campaigns, digital engagement centers, and user identity and authentication. Its platform is designed to leverage contextual data and AI to help enterprises manage the entire customer journey.

What sector is Twilio (TWLO) in?

Twilio (TWLO) is classified in the Information Technology sector. Its industry is Cloud Communications Platform (CPaaS). It trades on NYSE.

Who are Twilio's (TWLO) competitors?

Notable peers of Twilio (TWLO) include Vonage (Ericsson), Bandwidth, MessageBird, Five9 and Salesforce. This peer set is informational only — not financial advice.

Has there been recent U.S. House stock trading in TWLO?

Yes — we hold 6 matched STOCK Act disclosures for TWLO from U.S. House Clerk Periodic Transaction Report filings. These are legally-required disclosures (often filed 30–45 days after the trade), may belong to a U.S. House member, their spouse, or a dependent child, and are not an indicator of company performance or investment advice.

Is Twilio (TWLO) overbought or oversold right now?

Twilio (TWLO) is currently neither overbought nor oversold — its 14-day RSI (a 0–100 momentum gauge) is 46, in the neutral middle (as of 2026-10-20). RSI describes recent price momentum, not a forecast — informational only, not financial advice.

Where does stocks-llm's data on TWLO come from?

Fundamentals come from SEC XBRL company filings for the figures marked with a fiscal year, and market data, as of 2026-09-02 for the rest; prices are market data, as of 2026-09-02; company filings and profile facts come from SEC EDGAR. All figures are delayed daily-close data shown with their as-of date — informational only, not financial advice.

Fundamentals: SEC XBRL company filings for the figures marked with a fiscal year, and market data, as of 2026-09-02 for the rest. Filings: SEC EDGAR. Prices are delayed daily-close data.

Last updated 2026-10-20.

Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date.