DailyIQ
Last updated 24 minutes ago

TWLO·TWLO

$.
+. (+.%)
After Hours
High
$116.47
Open
$106.90
Market Cap
17.13B
52W High
$147.38
Low
$101.50
P. Close
$195.86
P/E
254.88
52W Low
$77.51
Fwd P/E
-
Mean Target
-
Technical Score (1D)
36
SELL
News Sentiment
69
BULLISH
TWLO's recent Q4 earnings exceeded expectations, with a 14% year-over-year revenue increase, driven by strong margins and positive 2026 guidance. This positive performance, coupled with accelerating demand and AI-driven communications traction, led to a strong reaction from analysts. Rosenblatt maintained a Buy rating with a $180 price forecast, highlighting durable profitability. The company's ability to deliver strong results and provide upbeat guidance suggests continued growth in the communications platform market. This could attract further investment in the near term. The company's Super Network, which facilitates cost-effective communication through voice, video, chat, and SMS, is a key component of its business model. Morningstar's analysis of TWLO highlights its cloud-based communications platform and customizable customer engagement solutions. However, the report's tone suggests caution regarding near-term growth prospects. Recent analyst ratings on TWLO are largely positive, with a range of perspectives from bullish to bearish. The average 12-month price target is $156.89, reflecting a 7.09% increase from the previous average. Traders should note the diverse analyst opinions and the potential for price target adjustments.
Earnings Summary
Twilio Inc. provides customer engagement platform solutions, offering various application programming interfaces and software solutions for communications. Operating within the technology sector, specifically the software-infrastructure industry, Twilio facilitates interactions between customers and end-users through messaging, voice, and other communication tools. In the last two quarters, Twilio's revenue and earnings have shown mixed results. In Q4 2025, the company beat both revenue and EPS estimates, with revenue reaching $1.36 billion and EPS at $1.33, compared to Q4 2024 where EPS was $1.00 and revenue was $1.19 billion. However, in Q1 2026, EPS was not available, and revenue was also not available. Twilio beat estimates in 1 of the last 2 quarters. Examining the historical performance, Twilio's year-over-year growth trajectory has been positive, with notable revenue growth. The recent news indicates that Twilio's Q4 2025 earnings call revealed record revenue and substantial free cash flow, with Voice AI revenue surging. The company is integrating its platform with Genspark's "Call for Me" AI agent, expanding its role in AI-powered communications. Investors should watch for the company's ability to meet its revised growth targets and the sustainability of earnings, as well as the impact of AI integrations on customer engagement in the upcoming quarter.

EPS

EstBeatMiss
$0.93$1.09$1.25$1.41$1.57Q4'24Q4'25Q1'26
QtrEstActual+/−
Q1'26$1.30$1.50+15.5%
Q4'25$1.26$1.33+5.5%
Q4'24$1.03$1.00-3.2%

Revenue

EstBeatMiss
$1.2B$1.2B$1.3B$1.4B$1.4BQ4'24Q4'25Q1'26
QtrEstActual+/−
Q1'26$1.4B$1.4B+2.8%
Q4'25$1.3B$1.4B+1.5%
Q4'24 - $1.2B -

Market Data

TWLO Stock Snapshot

TWLO is currently trading at $190.53, giving TWLO a market cap of 17.13B and a P/E ratio of 254.9. Today's range spans $101.50–$116.47, with shares opening at $106.90 and moving down $5.33 (2.7%) from the prior close. DailyIQ's technical score sits at 36/100 (HOLD) with a news sentiment reading of 69/100.

Over the past year TWLO has traded between $77.51 and $147.38 - the current price is +145.8% off the 52-week low and +29.3% from the high.

TWLO (TWLO) is a large-cap in Technology with 17.13B in market cap, currently sitting on a HOLD signal at 36/100. Price: $190.53 (near 52-week highs). Sentiment: bullish at 69/100. The current P/E ratio stands at 254.9. The 52-week range of $77.51–$147.38 is the structural anchor, and the current neutral phase is the market's way of asking for more information before committing to a direction.

Portfolio construction in Technology often uses large-cap names like TWLO as tactical swing positions during neutral phases: cheap enough to overweight, liquid enough to exit quickly, and large enough to provide meaningful sector beta. The current 36/100 (HOLD) at $190.53 (near 52-week highs) and bullish sentiment (69/100) frame the position as a catalyst play within the $77.51–$147.38 annual range rather than a directional bet.

Recent News Coverage

Most recent articles, ranked by recency (click to expand).

0+ articles
Loading latest news…