TWLO logo

Twilio Inc. Stock Price

NYSE:TWLO Community·US$36.5b Market Cap
  • 5 Narratives written by author
  • 1 Comments on narratives written by author
  • 236 Fair Values set on narratives written by author

TWLO Share Price Performance

US$237.78
133.59 (128.22%)
US$200.92
Fair Value
US$237.78
133.59 (128.22%)
18.3% overvalued intrinsic discount
US$200.92
Fair Value
Price US$237.78
AnalystConsensusTarget US$200.92
WBIN US$68.00
AnalystHighTarget US$330.00

TWLO Community Narratives

·
Fair Value US$200.92 18.3% overvalued intrinsic discount

TWLO: Voice AI Momentum And Free Cash Flow Will Drive Measured Gains

1users have liked this narrative
1users have commented on this narrative
75users have followed this narrative
Fair Value
·
Fair Value US$68 249.7% overvalued intrinsic discount

Overvalued

0users have liked this narrative
0users have commented on this narrative
11users have followed this narrative
·
Fair Value US$330 27.9% undervalued intrinsic discount

Digital, AI And IoT Trends Will Transform Enterprise Communications

0users have liked this narrative
0users have commented on this narrative
8users have followed this narrative
TWLO logo
Twilio

Overvalued

Warren Buffett would likely not invest in Twilio Inc. at its current stage.Read more

View narrative
US$68
249.7% overvalued intrinsic discount
Fair Value
Profit Margin
7.61%
Future PE
21.41x
Price in 2030
US$100.02
US$118.66
100.4% overvalued intrinsic discount
Fair Value
Profit Margin
7.66%
Future PE
23.71x
Price in 2029
US$103.91
US$167.56
41.9% overvalued intrinsic discount
Revenue
8.16% p.a.
Profit Margin
3.97%
Future PE
124.42x
Price in 2029
US$217.96
US$200.92
18.3% overvalued intrinsic discount
Revenue
10.83% p.a.
Profit Margin
9.52%
Future PE
55.07x
Price in 2029
US$257.53

Trending Discussion

No trending discussion available.

Updated Narratives

TWLO logo

Overvalued

Fair Value: US$68 249.7% overvalued intrinsic discount
11 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
TWLO logo

Potential Upside

Fair Value: US$118.66 100.4% overvalued intrinsic discount
9 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
TWLO logo

TWLO: AI Demand And Premium P E Will Challenge Margin Resilience

Fair Value: US$167.56 41.9% overvalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Excellent balance sheet with proven track record.

3 Risks
1 Reward

Twilio Inc. Key Details

US$5.6b

Revenue

US$2.9b

Cost of Revenue

US$2.7b

Gross Profit

US$1.6b

Other Expenses

US$1.1b

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
7.48
48.56%
20.62%
11.1%
View Full Analysis

About TWLO

Founded
2008
Employees
5587
CEO
Khozema Shipchandler
WebsiteView website
www.twilio.com

Twilio Inc., together with its subsidiaries, provides customer engagement platform solutions in the United States and internationally. The company provides various application programming interfaces and software solutions for communications between customers and end users, including messaging, voice, email, video interactions, digital engagement centers, marketing campaigns, and user authentication and identity solutions. It also offers software products to build direct and personalized relationships with their end users, such as Segment, a platform that provides tools to harness the power of contextual data by unifying real-time information collected throughout each customer’s journey into a unique profile. Twilio Inc. was incorporated in 2008 and is headquartered in San Francisco, California.

Recent TWLO News & Updates

Narrative Update Aug 27

TWLO: AI Demand And Premium P E Will Challenge Margin Resilience

Analysts lifted the Twilio fair value estimate from $130.47 to $167.56, supported by higher Street price targets that cite a strong Q2, accelerating organic growth across messaging and voice, and growing AI driven demand across higher value customer engagement products. Analyst Commentary Street research on Twilio after the Q2 report has been broadly constructive, with multiple firms lifting price targets and citing strength in messaging, voice, software and AI driven customer engagement products.
Narrative Update Aug 13

TWLO: AI Customer Engagement Momentum Will Drive Future Earnings Upside

The Twilio analyst price target is updated to $330 from $280, as analysts point to a strong Q2 with accelerating organic growth across messaging, voice, software, and self-service, along with growing AI driven opportunities in higher value customer engagement solutions. Analyst Commentary Recent Street research on Twilio shows a clear cluster of bullish analysts lifting price targets following the Q2 report and related updates.

Recent updates

No updates