Shared on 31 Oct 25
Fair value Increased 3.34%Analysts have raised their fair value estimate for Twilio from $130.88 to $135.25. They cite an improved company outlook following strong earnings, growing voice AI momentum, and expectations for sustained free cash flow generation.
Shared on 04 Sep 25
Fair value Decreased 0.32%Analysts have reiterated their confidence in Twilio’s long-term growth, AI-driven product enhancements, and upcoming pricing tailwinds, reinforcing its sector leadership and raising growth expectations, though the consensus price target decreased marginally from $131.31 to $130.88. Analyst Commentary Increased confidence in Twilio's ability to deliver durable, double-digit growth rates.