TWLO logo

Twilio Inc. Stock Price

NYSE:TWLO Community·US$17.5b Market Cap
  • 5 Narratives written by author
  • 1 Comments on narratives written by author
  • 187 Fair Values set on narratives written by author

TWLO Share Price Performance

US$107.12
36.84 (52.42%)
37.0% undervalued intrinsic discount
US$170.00
Fair Value
US$107.12
36.84 (52.42%)
37.0% undervalued intrinsic discount
US$170.00
Fair Value
Price US$107.12
AnalystHighTarget US$170.00
AnalystConsensusTarget US$130.88
WBIN US$68.00

TWLO Community Narratives

AnalystHighTarget·
Fair Value US$170 32.9% undervalued intrinsic discount

Digital, AI And IoT Trends Will Transform Enterprise Communications

0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
AnalystConsensusTarget·
Fair Value US$130.88 12.9% undervalued intrinsic discount

AI Communications And Global Expansion Will Unlock Emerging Markets

0users have liked this narrative
1users have commented on this narrative
61users have followed this narrative
WBIN·
Fair Value US$68 67.7% overvalued intrinsic discount

Overvalued

0users have liked this narrative
0users have commented on this narrative
7users have followed this narrative

Recent TWLO News & Updates

We Think Twilio's (NYSE:TWLO) Profit Is Only A Baseline For What They Can Achieve

Aug 15
We Think Twilio's (NYSE:TWLO) Profit Is Only A Baseline For What They Can Achieve

Twilio Inc. (NYSE:TWLO) Shares Could Be 24% Below Their Intrinsic Value Estimate

Jul 29
Twilio Inc. (NYSE:TWLO) Shares Could Be 24% Below Their Intrinsic Value Estimate

Twilio Inc. Key Details

US$4.7b

Revenue

US$2.4b

Cost of Revenue

US$2.4b

Gross Profit

US$2.3b

Other Expenses

US$20.2m

Earnings

Last Reported Earnings
Jun 30, 2025
Next Reporting Earnings
n/a
Earnings per share (EPS)
0.13
Gross Margin
49.98%
Net Profit Margin
0.43%
Debt/Equity Ratio
12.3%

Twilio Inc. Competitors

 
 
 
 
 
 
 
 
 
 
 
 

Snowflake Analysis

Excellent balance sheet and fair value.

2 Risks
3 Rewards

About TWLO

Founded
2008
Employees
5535
CEO
Khozema Shipchandler
WebsiteView website
www.twilio.com

Twilio Inc., together with its subsidiaries, offers customer engagement platform solutions in the United States and internationally. It operates through two segments, Twilio Communications and Twilio Segment. The company provides various application programming interfaces and software solutions for communications between customers and end users, including messaging, voice, email, flex, marketing campaigns, and user authentication and identity. 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 comprising connections, protocols, unify, engages, and AI capabilities components. Twilio Inc. was incorporated in 2008 and is headquartered in San Francisco, California

Market Insight

Q4 2025 is off to a flying start with record highs being printed left, right, and center. US and Japanese stocks made fresh new highs, while the gold price powered through $4,000 for the first time, and Bitcoin crossed the $126k level. Is this all a case of USD weakness, irrational exuberance, or solid fundamentals? This week, we are reviewing Q3 market performance, Q2 earnings season, and the outlook heading into the end of 2025…
Continue reading

U.S. Market Performance

  • 7 Days: -2.8%
  • 3 Months: 5.3%
  • 1 Year: 13.4%
  • Year to Date: 11.7%
Over the last 7 days, the market has dropped 2.8%, driven by a decline of 2.5% in the Information Technology sector. As for the longer term, the market has actually risen by 13% in the last year. As for the next few years, earnings are expected to grow by 15% per annum. Market details ›