Twilio (TWLO) Aperçu de l'action
Twilio Inc. et ses filiales fournissent des solutions de plate-forme d'engagement des clients aux États-Unis et dans le monde entier. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 1/6 |
| Croissance future | 0/6 |
| Performances passées | 4/6 |
| Santé financière | 5/6 |
| Dividendes | 0/6 |
Récompenses
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TWLO Community Fair Values
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Analyst Price Targets
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Twilio Inc. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$227.19 |
| Plus haut sur 52 semaines | US$258.35 |
| Plus bas sur 52 semaines | US$98.44 |
| Bêta | 1.41 |
| Variation sur 1 mois | -9.15% |
| Variation sur 3 mois | 9.96% |
| Variation sur 1 an | 117.93% |
| Variation sur 3 ans | 251.80% |
| Variation sur 5 ans | -33.57% |
| Évolution depuis l'introduction en bourse | 689.13% |
Nouvelles et mises à jour récentes
Mise à jour du récit • 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.
Mise à jour du récit • 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.Seeking Alpha • Aug 10
Twilio: Strong Results Keep Coming
Summary Twilio Inc. delivered Q2 results that beat Street estimates on the top and bottom lines. Following strong results and guidance, TWLO shares have surged over 113% since February, far outpacing the S&P 500. TWLO's improving profitability has led to increased free cash flow generation. Read the full article on Seeking AlphaRecent updates
Mise à jour du récit • 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.Mise à jour du récit • 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.Seeking Alpha • Aug 10
Twilio: Strong Results Keep Coming
Summary Twilio Inc. delivered Q2 results that beat Street estimates on the top and bottom lines. Following strong results and guidance, TWLO shares have surged over 113% since February, far outpacing the S&P 500. TWLO's improving profitability has led to increased free cash flow generation. Read the full article on Seeking AlphaMise à jour du récit • Jul 29
TWLO: Elevated AI Hype Will Test Gross Profit And Margin Durability
Twilio's updated analyst price target framework now reflects a slightly lower fair value of $130.47, with analysts pointing to stronger organic growth and gross profit trends, improving margin expectations, and a somewhat higher discount rate as they recalibrate assumptions around the company’s AI driven customer engagement opportunity. Analyst Commentary Recent Street research on Twilio points to a generally constructive view on the stock, with many firms lifting price targets and highlighting progress in organic growth, gross profit trends, and AI driven customer engagement.Mise à jour du récit • Jul 15
TWLO: AI Customer Engagement And Console Adoption Will Drive Future Upside
Analysts have raised Twilio’s fair value estimate from $255.00 to about $280.83, citing a series of higher price targets tied to views that the company is better positioned to benefit from the AI cycle, improve gross margins, and deepen its customer engagement platform. Analyst Commentary Bullish analysts covering Twilio are leaning into a more constructive view on the stock, pointing to clearer execution on its customer engagement platform and a thicker pipeline of AI driven use cases.
Mise à jour du récit • Jul 01
TWLO: Future Performance Will Reflect AI Engagement Tailwinds And Execution Risks
Analysts have lifted the Twilio fair value estimate from $143.14 to $200.92. This change reflects more optimistic assumptions for revenue growth, profit margins, and future P/E, supported by recent street research highlighting AI-powered customer engagement, higher margin products, and an expanding full-stack platform opportunity.Article d’analyse • Jun 21
Twilio (TWLO) Stock Could Be 11% Below Fair Value Despite Mixed Valuation Signals
Recent Performance Snapshot for Twilio Stock Twilio (TWLO) has drawn fresh attention after a mixed stretch in the stock, with shares down about 1% on the day, roughly 9% over the past week, and close to flat over the past month. Against that choppy backdrop, the stock is up about 46% over the past 3 months and roughly 60% over the past year, while longer term 3 year and 5 year total returns show a sharp rise followed by a sizable pullback. See our latest analysis for Twilio. For Twilio,...Mise à jour du récit • Jun 17
TWLO: AI Customer Engagement Platform And Console Adoption Will Shape Future Upside
Twilio's analyst price target in this framework is updated to $255 from $250, with analysts pointing to the role of AI powered customer engagement, strengthening gross profit trends, and early traction from the integrated Twilio Console as key supports for the new estimate. Analyst Commentary Recent Street research on Twilio centers on how the stock is being re-rated around AI powered customer engagement, gross profit trends, and the roll out of the integrated Twilio Console.Mise à jour du récit • Jun 03
TWLO: Lofty AI Expectations Will Test Sustained Console Execution Risk
The updated Twilio narrative lifts the fair value estimate from $104.90 to $134.44, reflecting a higher implied future P/E of 64.94 and a lower discount rate. Analysts point to accelerating gross profit dollar growth and growing confidence in the integrated Twilio Console as key supports for higher Street price targets that have moved toward $235.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Nouveau récit • 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.Nouveau récit • 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 AlphaRendement pour les actionnaires
| TWLO | US IT | US Marché | |
|---|---|---|---|
| 7D | 0.2% | 1.3% | -0.2% |
| 1Y | 117.9% | 1.2% | 14.8% |
Rendement vs Industrie: TWLO a dépassé le secteur US IT qui a rapporté 1.2 % au cours de l'année écoulée.
Rendement vs marché: TWLO a dépassé le marché US qui a rapporté 14.8 % au cours de l'année écoulée.
Volatilité des prix
| TWLO volatility | |
|---|---|
| TWLO Average Weekly Movement | 9.1% |
| IT Industry Average Movement | 10.6% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.5% |
| 10% least volatile stocks in US Market | 2.9% |
Cours de l'action stable: TWLO n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de TWLO ( 9% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 2008 | 5,587 | Khozema Shipchandler | www.twilio.com |
Twilio Inc. et ses filiales fournissent des solutions de plateforme d'engagement client aux États-Unis et à l'international. La société fournit diverses interfaces de programmation d'applications et solutions logicielles pour les communications entre les clients et les utilisateurs finaux, y compris la messagerie, la voix, le courrier électronique, les interactions vidéo, les centres d'engagement numérique, les campagnes de marketing et les solutions d'authentification et d'identité des utilisateurs. Elle propose également des produits logiciels permettant d'établir des relations directes et personnalisées avec les utilisateurs finaux, tels que Segment, une plateforme qui fournit des outils permettant d'exploiter la puissance des données contextuelles en unifiant les informations en temps réel collectées tout au long du parcours de chaque client pour en faire un profil unique.
Twilio Inc. Résumé des fondamentaux
| TWLO statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$34.69b |
| Bénéfices(TTM) | US$1.15b |
| Recettes(TTM) | US$5.57b |
30.4x
Ratio P/E6.3x
Ratio P/SLe site TWLO est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| TWLO compte de résultat (TTM) | |
|---|---|
| Recettes | US$5.57b |
| Coût des recettes | US$2.87b |
| Marge brute | US$2.71b |
| Autres dépenses | US$1.56b |
| Les revenus | US$1.15b |
Derniers bénéfices déclarés
Jun 30, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | 7.48 |
| Marge brute | 48.56% |
| Marge bénéficiaire nette | 20.62% |
| Ratio dettes/capitaux propres | 11.1% |
Quelles ont été les performances à long terme de TWLO?
Voir les performances historiques et les comparaisonsAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/09/09 21:11 |
| Cours de l'action en fin de journée | 2026/09/09 00:00 |
| Les revenus | 2026/06/30 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
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* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l' qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Twilio Inc. est couverte par 43 analystes. 29 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| James Kelleher | Argus Research Company |
| William Power | Baird |
| Mark Shmulik | Bernstein |