Twilio (TWLO) 주식 개요
는 자회사와 함께 미국 및 전 세계에 고객 참여 플랫폼 솔루션을 제공합니다. 자세히 보기
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Twilio Inc. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$243.84 |
| 52주 최고가 | US$258.35 |
| 52주 최저가 | US$98.44 |
| 베타 | 1.41 |
| 1개월 변동 | 8.23% |
| 3개월 변동 | 32.49% |
| 1년 변동 | 131.81% |
| 3년 변동 | 316.68% |
| 5년 변동 | -29.35% |
| IPO 이후 변동 | 746.96% |
최근 뉴스 및 업데이트
Seeking Alpha • Sep 14
Twilio: High AI Growth, But Valuation Leaves No Margin Of Safety
Summary Twilio is experiencing accelerated revenue growth and improved margins driven by strong demand for agentic AI services, especially from enterprise customers. TWLO posted 22% year-over-year revenue growth and 34% free cash flow growth in Q2, with a 24% free cash flow margin and improved net retention to 116%. Despite operational improvements, TWLO trades at a 33.5x forward P/E, 78% above its 3-year average, resulting in an unattractive risk/reward profile. I maintain a 'Sell' rating on TWLO, recommending purchase only on a significant pullback due to valuation concerns and competitive risks. Read the full article on Seeking Alpha
내러티브 업데이트 • Sep 10
TWLO: Elevated AI Hype And Rich P/E Will Pressure Future Returns
Twilio's analyst fair value estimate has been raised from $167.56 to $182.27 as analysts respond to a series of higher price targets following a strong Q2, accelerating organic growth across messaging and voice, and growing confidence in the company's AI driven product opportunity. Analyst Commentary Street research on Twilio has shifted more constructive after Q2, with a series of higher price targets and supportive comments around organic growth in messaging and voice, as well as the pipeline for AI driven products.내러티브 업데이트 • 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.
내러티브 업데이트 • 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
Seeking Alpha • Sep 14
Twilio: High AI Growth, But Valuation Leaves No Margin Of Safety
Summary Twilio is experiencing accelerated revenue growth and improved margins driven by strong demand for agentic AI services, especially from enterprise customers. TWLO posted 22% year-over-year revenue growth and 34% free cash flow growth in Q2, with a 24% free cash flow margin and improved net retention to 116%. Despite operational improvements, TWLO trades at a 33.5x forward P/E, 78% above its 3-year average, resulting in an unattractive risk/reward profile. I maintain a 'Sell' rating on TWLO, recommending purchase only on a significant pullback due to valuation concerns and competitive risks. Read the full article on Seeking Alpha내러티브 업데이트 • Sep 10
TWLO: Elevated AI Hype And Rich P/E Will Pressure Future Returns
Twilio's analyst fair value estimate has been raised from $167.56 to $182.27 as analysts respond to a series of higher price targets following a strong Q2, accelerating organic growth across messaging and voice, and growing confidence in the company's AI driven product opportunity. Analyst Commentary Street research on Twilio has shifted more constructive after Q2, with a series of higher price targets and supportive comments around organic growth in messaging and voice, as well as the pipeline for AI driven products.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.
내러티브 업데이트 • 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.분석 기사 • 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,...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.새로운 내러티브 • 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.새로운 내러티브 • 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 Alpha주주 수익률
| TWLO | US IT | US 시장 | |
|---|---|---|---|
| 7D | 5.2% | -2.0% | -0.1% |
| 1Y | 131.8% | -2.1% | 11.9% |
수익률 대 산업: TWLO은 지난 1년 동안 -2.1%의 수익을 기록한 US IT 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: TWLO은 지난 1년 동안 11.9%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.
주가 변동성
| TWLO volatility | |
|---|---|
| TWLO Average Weekly Movement | 9.1% |
| IT Industry Average Movement | 10.6% |
| Market Average Movement | 6.8% |
| 10% most volatile stocks in US Market | 15.1% |
| 10% least volatile stocks in US Market | 2.9% |
안정적인 주가: TWLO는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: TWLO의 주간 변동성(9%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 2008 | 5,587 | Khozema Shipchandler | www.twilio.com |
는 자회사와 함께 미국 및 전 세계에 고객 참여 플랫폼 솔루션을 제공합니다. 이 회사는 메시징, 음성, 이메일, 비디오 상호작용, 디지털 참여 센터, 마케팅 캠페인, 사용자 인증 및 신원 확인 솔루션 등 고객과 최종 사용자 간의 커뮤니케이션을 위한 다양한 애플리케이션 프로그래밍 인터페이스와 소프트웨어 솔루션을 제공합니다. 또한 각 고객의 여정 전반에 걸쳐 수집된 실시간 정보를 고유한 프로필로 통합하여 문맥 데이터의 힘을 활용할 수 있는 도구를 제공하는 플랫폼인 Segment와 같이 최종 사용자와 직접적이고 개인화된 관계를 구축하는 소프트웨어 제품도 제공합니다.
Twilio Inc. 기초 지표 요약
| TWLO 기초 통계 | |
|---|---|
| 시가총액 | US$37.45b |
| 순이익 (TTM) | US$1.15b |
| 매출 (TTM) | US$5.57b |
32.6x
주가수익비율(P/E)6.7x
주가매출비율(P/S)TWLO는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| TWLO 손익계산서 (TTM) | |
|---|---|
| 매출 | US$5.57b |
| 매출원가 | US$2.87b |
| 총이익 | US$2.71b |
| 기타 비용 | US$1.56b |
| 순이익 | US$1.15b |
최근 보고된 실적
Jun 30, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | 7.48 |
| 총이익률 | 48.56% |
| 순이익률 | 20.62% |
| 부채/자본 비율 | 11.1% |
TWLO의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/09/21 06:09 |
| 종가 | 2026/09/18 00:00 |
| 수익 | 2026/06/30 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Twilio Inc.는 43명의 분석가가 다루고 있습니다. 이 중 28명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| James Kelleher | Argus Research Company |
| William Power | Baird |
| Mark Shmulik | Bernstein |