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TWLO logo

Twilio Inc. Stock Price

NYSE:TWLO Community·US$35.5b Market Cap
  • 5 Narratives written by author
  • 1 Comments on narratives written by author
  • 240 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

TWLO Share Price Performance

US$227.35
125.02 (122.17%)
​
US$200.92
Fair Value
US$227.35
125.02 (122.17%)
13.2% overvalued intrinsic discount
US$200.92
Fair Value
Price US$227.35
AnalystConsensusTarget US$200.92
AnalystLowTarget US$182.27
AnalystHighTarget US$330.00
Wed, 1 Jul 26
Fair ValueUS$200.92
Share Pricen/a

TWLO Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$200.92 13.2% 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
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$182.27 24.7% overvalued intrinsic discount

Rising Compliance Hurdles And Tech Rivalries Will Hamper Outlook

0users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$330 31.1% 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
234.3% overvalued intrinsic discount

Overvalued

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WB
WBIN
Published 25 Apr 2025
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TWLO logo
Twilio
91.6% overvalued intrinsic discount

Potential Upside

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NA
NateF
Published 31 Dec 2024
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TWLO logo
Twilio
31.1% undervalued intrinsic discount

Digital, AI And IoT Trends Will Transform Enterprise Communications

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Updated 13 Aug
Read Narrative
TWLO logo
Twilio
24.7% overvalued intrinsic discount
Updated

Rising Compliance Hurdles And Tech Rivalries Will Hamper Outlook

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 10 Sep
Read Narrative
TWLO logo
Twilio
13.2% overvalued intrinsic discount

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

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 1 Jul
Read Narrative

Trending Discussion

No trending discussion available.

Recently Updated Narratives

WB
TWLO logo

Overvalued

Fair Value: US$68 234.3% overvalued intrinsic discount
11 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
NA
TWLO logo

Potential Upside

Fair Value: US$118.66 91.6% overvalued intrinsic discount
9 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
TWLO logo

TWLO: Elevated AI Hype And Rich P/E Will Pressure Future Returns

Fair Value: US$182.27 24.7% overvalued intrinsic discount
2 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Excellent balance sheet with proven track record.

3 Risks
1 Reward
View Full Analysis

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

User avatar
Narrative Update • 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.
User avatar
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.

Recent updates

No updates

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