Twilio Dividendos y recompras
Dividendo controles de criterios 0/6
Twilio no tiene historial de pago de dividendo.
Información clave
n/a
Rentabilidad por dividendo
3.3%
Rendimiento de la recompra
| Rendimiento total para el accionista | 3.3% |
| Rendimiento futuro de los dividendos | 0% |
| Crecimiento de los dividendos | n/a |
| Próxima fecha de pago de dividendos | n/a |
| Fecha ex dividendo | n/a |
| Dividendo por acción | n/a |
| Ratio de pago | n/a |
Últimas actualizaciones de dividendos y recompras
Recent updates
Actualización de narrativa • May 14
TWLO: AI Engagement And Enterprise Voice Adoption Will Shape Future Upside Narrative
Twilio's updated analyst fair value moves from $185.00 to $250.00. This reflects analysts' use of a slightly lower discount rate, higher projected revenue growth and profit margins, and a higher assumed future P/E multiple following a broad wave of recent price target increases and upgrades across the Street.Artículo de análisis • May 08
The Strong Earnings Posted By Twilio (NYSE:TWLO) Are A Good Indication Of The Strength Of The Business
Twilio Inc. ( NYSE:TWLO ) recently posted some strong earnings, and the market responded positively. We have done some...Seeking Alpha • May 01
Twilio: AI Deals Are Changing This Company's Growth Trajectory
Summary Twilio is entering a new upward re-rating phase, driven by strong Q1 results and accelerating AI-driven growth. TWLO's consumption-based pricing model enables significant expansion within its customer base, differentiating it from seat-based SaaS peers. AI adoption is fueling new workflow automation deals, positioning TWLO as a preferred platform for customer service transformation. With high-teens organic growth, a ~20% pro forma operating margin, and $2.3 billion in cash, TWLO approaches the Rule of 40 and trades at reasonable multiples. Read the full article on Seeking Alpha
Actualización de narrativa • Apr 30
TWLO: AI Engagement Promise Will Face Ongoing Execution And Profitability Risks
The analyst price target for Twilio has moved higher to reflect a fair value shift from $100.00 to about $104.90, as analysts cite increased targets from several firms and a stronger long-term role for Twilio in AI-driven customer engagement across messaging, voice, and identity. Analyst Commentary Recent Street research around Twilio has been active on both sides, with several firms lifting price targets and issuing upgrades, while others have trimmed targets or taken a more cautious tone on execution and growth expectations.Actualización de narrativa • Apr 15
TWLO: AI Engagement And Enterprise Voice Adoption Will Drive Future Upside
Twilio's updated analyst price target has edged up to about $185, with analysts pointing to slightly stronger long term growth and margin assumptions, supported by recent upgrades highlighting its role in AI driven customer engagement. Analyst Commentary Recent research points to a more constructive tone around Twilio, with several bullish analysts highlighting the company’s role in AI driven customer engagement and its potential to move further up the technology stack.Actualización de narrativa • Apr 01
TWLO: AI Agents And Enterprise Voice Are Expected To Drive Upside
Twilio's updated analyst price target is effectively unchanged at about $185, as analysts balance more cautious P/E and fair value inputs with optimism around AI agent adoption, enterprise voice traction, and the company's role in AI-driven customer engagement. Analyst Commentary Bullish analysts are highlighting Twilio's role in AI driven customer engagement, with several research notes pointing to the company as an important software provider for messaging and voice, and as a platform that can support AI orchestration and identity services.Actualización de narrativa • Mar 18
TWLO: AI Engagement And Orchestration Are Expected To Drive Future Upside
Analysts are maintaining a fair value estimate of $185.00 for Twilio, with only slight tweaks to growth, margin and discount rate assumptions. Recent price target changes on the Street reflect differing views on how quickly AI use cases and enterprise adoption could influence the story.Actualización de narrativa • Mar 04
TWLO: AI Engagement And Margin Progress Are Expected To Drive Future Upside
Our updated narrative trims Twilio's fair value estimate to $185 from $194.38, reflecting a mix of lower modeled future P/E and a slightly higher discount rate, even as analysts highlight AI related demand, stronger organic growth, and expanding margins as key supports for the story and recent price target revisions around the $155 to $160 range. Analyst Commentary Recent Street research on Twilio has leaned constructive, with several bullish analysts highlighting AI exposure, execution on organic growth, and margin progress as key supports for current valuations and updated price targets in the mid US$150 range.
Actualización de narrativa • Feb 18
TWLO: Future Performance Will Reflect Strengthening Organic Growth And Execution Confidence
The updated analyst price target for Twilio is now about $5 higher than before, as analysts factor in recent research that highlights strong Q4 execution, improving organic growth expectations, and a more balanced view on long term profitability and valuation multiples. Analyst Commentary Recent research on Twilio reflects a mix of optimism about execution and growth, alongside more conservative adjustments to valuation targets.Actualización de narrativa • Feb 04
TWLO: Fair Outlook Balances Raised Expectations With Execution And Conviction Risks
Analysts have lifted their fair value estimate for Twilio to US$100.00 from US$85.91, citing updated assumptions for revenue growth, profit margins, and a slightly lower future P/E multiple, even as some firms adjust their conviction lists around the name. Analyst Commentary The latest research around Twilio reflects a mix of optimism on long term fundamentals and pockets of caution on execution and valuation.Actualización de narrativa • Jan 21
TWLO: Improved Execution And Partnerships Are Expected To Support Stronger Future Returns
Twilio's updated fair value estimate has inched up to US$194.38 from US$192.44 as analysts incorporate slightly higher long term growth and margin assumptions, reflected in recent price target increases and more constructive post earnings commentary. Analyst Commentary Bullish analysts are framing the recent fair value move in the context of a more constructive view on Twilio's execution and longer term growth path, citing recent price target changes and post earnings commentary.Actualización de narrativa • Jan 06
TWLO: Improved Execution And Communication Will Support Stronger Future Share Performance
Analysts have lifted their implied fair value estimate for Twilio from about US$175 to roughly US$192, reflecting updated assumptions on growth, margins and future P/E, and pointing to recent Street research that describes the company as "sounding better than expected" following its latest earnings report. Analyst Commentary JPMorgan lifted its price target on Twilio shares from US$140 to US$145 after the latest earnings update, while maintaining an Overweight stance and describing the company as "sounding better than expected." This move sits alongside broader bullish analyst commentary that is increasingly focused on how execution and profitability assumptions tie back to fair value.Artículo de análisis • Jan 05
Twilio (NYSE:TWLO) Is Doing The Right Things To Multiply Its Share Price
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Actualización de narrativa • Dec 14
TWLO: Voice AI And RCS Momentum Will Drive Stronger Share Performance
Analysts modestly raised their Twilio fair value estimate to $175 from $170, citing improving post earnings sentiment, a supportive revenue outlook driven by growing voice AI and RCS infrastructure demand, and resilient profitability expectations despite a slightly higher discount rate. Analyst Commentary Bullish analysts highlighted that the latest earnings update reinforced confidence in Twilio's execution, prompting upward revisions to price targets and reaffirmation of positive ratings.Actualización de narrativa • Nov 30
TWLO: Future Performance Will Reflect Rising Confidence in Voice AI Momentum
Analysts have raised their price target for Twilio by $5 to $145, citing improving company performance, positive AI infrastructure tailwinds, and growing confidence in Twilio's ability to sustain profitable growth. Analyst Commentary Recent research updates reflect predominantly constructive sentiment toward Twilio, emphasizing improvements in performance, valuation, and prospects for growth.Actualización de narrativa • Nov 16
TWLO: Improving Earnings Outlook and Voice AI Momentum Will Shape Future Performance
Twilio's analyst price target has been raised from $135.25 to $138.04, with analysts citing the company's improving earnings outlook, growing voice AI momentum, and a stronger outlook for profitable growth as key drivers of the upward revision. Analyst Commentary Recent updates from major research firms and analysts have underscored a shift in sentiment around Twilio's performance and prospects.Artículo de análisis • Nov 04
Subdued Growth No Barrier To Twilio Inc. (NYSE:TWLO) With Shares Advancing 32%
Twilio Inc. ( NYSE:TWLO ) shares have had a really impressive month, gaining 32% after a shaky period beforehand...Actualización de narrativa • Oct 31
TWLO: Voice AI Momentum And Free Cash Flow Will Drive Measured Gains
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.Actualización de narrativa • Sep 04
AI Communications And Global Expansion Will Unlock Emerging Markets
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.Artículo de análisis • Aug 15
We Think Twilio's (NYSE:TWLO) Profit Is Only A Baseline For What They Can Achieve
NYSE:TWLO 1 Year Share Price vs Fair Value Explore Twilio's Fair Values from the Community and select yours Even though...Artículo de análisis • Jul 29
Twilio Inc. (NYSE:TWLO) Shares Could Be 24% Below Their Intrinsic Value Estimate
Key Insights The projected fair value for Twilio is US$172 based on 2 Stage Free Cash Flow to Equity Twilio's US$132...Artículo de análisis • Jul 16
These 4 Measures Indicate That Twilio (NYSE:TWLO) Is Using Debt Safely
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...Artículo de análisis • Jun 21
Is It Too Late To Consider Buying Twilio Inc. (NYSE:TWLO)?
Let's talk about the popular Twilio Inc. ( NYSE:TWLO ). The company's shares saw a significant share price rise of 43...Nueva narrativa • May 26
Omnichannel Digital Communication And AI Integration Will Transform Global Markets
Strong adoption of AI-driven, omnichannel communications and API integration positions Twilio as essential infrastructure with expanding global reach and recurring revenue.Nueva narrativa • Apr 26
Overvalued
Lack of consistent profitability and predictable earnings.Seeking Alpha • Apr 24
Twilio Remains Interesting, But Not Attractive Enough To Buy
Summary Twilio's shares have surged 39% since September, but despite impressive growth, the company's valuation and worsening net cash position warrant maintaining a 'hold' rating. Revenue growth is driven by the Communications segment, with a 12% increase to $1.12 billion in the latest quarter, despite a slight decline in Segment operations. Profitability metrics have improved significantly, yet the company's EV to EBITDA multiple of 73.1 and heavy stock-based compensation make it less attractive. The company's net cash position has declined due to significant stock buybacks, and I believe that capital could be better utilized for growth initiatives. Read the full article on Seeking AlphaSeeking Alpha • Mar 24
Twilio: The New Age Of (GAAP) Profits
Summary Twilio has seen revenue growth accelerate to double digits and significant progress on profitability. The market may be forgetting management's ambitious medium term guidance given just in January. The company is poised to sustain GAAP profitability this year. I reiterate my buy rating for the stock. Read the full article on Seeking AlphaSeeking Alpha • Feb 24
Twilio: Further Upside Ahead As Profitability Inflection Continues
Summary Twilio has transitioned from a growth-at-any-cost model to a balanced approach that includes profitability and operational efficiency. Market leader in CPaaS; now with multiple activists on the scene and a new CEO implementing a shareholder-friendly agenda. Despite share appreciation in past year, current valuation is still attractive as free cash flow ramps to FY27. Read the full article on Seeking AlphaSeeking Alpha • Feb 18
Twilio: A Warranted Pullback (Rating Upgrade)
Summary Twilio's Q4 report showed solid improvement in key metrics, with revenue growth accelerating from previous quarters. Key metrics improved across the board, highlighted by strong customer growth and an increase in the dollar-based net expansion rate. Shares pulled back as a lack of a revenue guidance increase for 2025 led investors to sell into a tremendous recent rally. Read the full article on Seeking AlphaSeeking Alpha • Jan 29
Twilio: Time For Some Caution (Rating Downgrade)
Summary Twilio's shares have surged over 32% in five weeks, partially thanks to preliminary Q4 2024 revenues that were better than expected. The company's Investor Day outlined targets for the next three years, but rising street estimates may cap future upside guidance surprises. The new $2 billion buyback plan may not fully offset stock-based compensation, potentially increasing the share count in the near term. Read the full article on Seeking AlphaSeeking Alpha • Jan 23
Twilio: Growth Challenges Keep Me Neutral
Summary I appreciate Twilio's strong balance sheet, with 10% of its market cap in cash. I like the business’s impressive free cash flow generation, expected to nearly double in 2024. I’m cautious about the slow growth rate, which is stuck at around 10% y/y. I feel the current valuation fairly reflects the balanced risk-reward. Read the full article on Seeking AlphaEstabilidad y crecimiento de los pagos
Obteniendo datos sobre dividendos
Dividendo estable: No hay datos suficientes para determinar si los dividendos por acción de TWLO han sido estables en el pasado.
Dividendo creciente: Datos insuficientes para determinar si los pagos de dividendos de TWLO han aumentado.
Rentabilidad por dividendo vs. Mercado
| Rentabilidad por dividendo de Twilio vs. Mercado |
|---|
| Segmento | Rentabilidad por dividendo |
|---|---|
| Empresa (TWLO) | n/a |
| Suelo de mercado 25% (US) | 1.4% |
| Techo de mercado 25% (US) | 4.2% |
| Media de la industria (IT) | 3.0% |
| Analista de previsiones (TWLO) (hasta 3 años) | 0% |
Dividendo destacado: No es posible evaluar la rentabilidad por dividendo de TWLO en comparación con el 25% inferior de los pagadores de dividendos, ya que la empresa no ha comunicado ningún pago reciente.
Alto dividendo: No es posible evaluar la rentabilidad por dividendo de TWLO en comparación con el 25% de los principales pagadores de dividendos, ya que la empresa no ha comunicado ningún pago reciente.
Pago de beneficios a los accionistas
Cobertura de los beneficios: No hay datos suficientes para calcular el ratio de pago de TWLO para determinar si sus pagos de dividendos están cubiertos por los beneficios.
Pago en efectivo a los accionistas
Cobertura de flujo de caja: No es posible calcular la sostenibilidad de los dividendos, ya que TWLO no ha comunicado ningún pago.
Descubre empresas que pagan buenos dividendos
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/27 16:56 |
| Precio de las acciones al final del día | 2026/05/27 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Twilio Inc. está cubierta por 42 analistas. 28 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| James Kelleher | Argus Research Company |
| William Power | Baird |
| Peter Weed | Bernstein |