Twilio (TWLO) Hisse Özeti
Twilio Inc. iştirakleri ile birlikte Amerika Birleşik Devletleri'nde ve uluslararası alanda müşteri etkileşim platformu çözümleri sunmaktadır. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 2/6 |
| Gelecekteki Büyüme | 3/6 |
| Geçmiş Performans | 2/6 |
| Finansal Sağlık | 5/6 |
| Temettüler | 0/6 |
TWLO Community Fair Values
Create NarrativeSee what 152 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Top Community Narratives
Twilio Inc. Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$207.09 |
| 52 Haftanın En Yüksek Seviyesi | US$238.48 |
| 52 Haftanın En Düşük Seviyesi | US$91.84 |
| Beta | 1.38 |
| 1 Aylık Değişim | 4.28% |
| 3 Aylık Değişim | 65.00% |
| 1 Yıllık Değişim | 75.22% |
| 3 Yıllık Değişim | 212.40% |
| 5 Yıllık Değişim | -38.07% |
| Halka arzdan bu yana değişim | 619.31% |
Son Haberler & Güncellemeler
Seeking Alpha • 13h
Twilio: Massive AI Premium (Rating Downgrade)
Summary Twilio has experienced a sharp share price surge, fueled by accelerating organic revenue growth from its agentic AI offerings and soaring investor optimism about AI. TWLO raised its FY 2026 guidance to 14-15% top-line growth and $1.08–$1.10B free cash flow, reflecting robust AI-driven momentum and high customer retention rates. Despite operational momentum, TWLO now trades at a significant valuation premium—59% above the SaaS industry group average P/E—prompting concerns about upside exhaustion. I believe TWLO is more than fully valued, and profit-taking is warranted. Read the full article on Seeking Alpha
Anlatı Güncellemesi • 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.Recent updates
Seeking Alpha • 13h
Twilio: Massive AI Premium (Rating Downgrade)
Summary Twilio has experienced a sharp share price surge, fueled by accelerating organic revenue growth from its agentic AI offerings and soaring investor optimism about AI. TWLO raised its FY 2026 guidance to 14-15% top-line growth and $1.08–$1.10B free cash flow, reflecting robust AI-driven momentum and high customer retention rates. Despite operational momentum, TWLO now trades at a significant valuation premium—59% above the SaaS industry group average P/E—prompting concerns about upside exhaustion. I believe TWLO is more than fully valued, and profit-taking is warranted. Read the full article on Seeking AlphaAnlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Yeni Anlatı • 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.Yeni Anlatı • 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 AlphaHissedar Getirileri
| TWLO | US IT | US Pazar | |
|---|---|---|---|
| 7D | -8.9% | -8.5% | -4.1% |
| 1Y | 75.2% | -8.6% | 20.6% |
Getiri vs. Endüstri: TWLO geçen yıl % -8.6 oranında getiri sağlayan US IT sektörünü aştı.
Getiri vs Piyasa: TWLO geçen yıl % 20.6 oranında getiri sağlayan US Piyasasını aştı.
Fiyat Oynaklığı
| TWLO volatility | |
|---|---|
| TWLO Average Weekly Movement | 10.7% |
| IT Industry Average Movement | 11.2% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.1% |
İstikrarlı Hisse Senedi Fiyatı: TWLO son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: TWLO 'nin haftalık oynaklığı ( 11% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 2008 | 5,587 | Khozema Shipchandler | www.twilio.com |
Twilio Inc. iştirakleri ile birlikte Amerika Birleşik Devletleri'nde ve uluslararası alanda müşteri etkileşim platformu çözümleri sunmaktadır. Şirket, mesajlaşma, ses, e-posta, video etkileşimleri, dijital etkileşim merkezleri, pazarlama kampanyaları ve kullanıcı kimlik doğrulama ve kimlik çözümleri dahil olmak üzere müşteriler ve son kullanıcılar arasındaki iletişim için çeşitli uygulama programlama arayüzleri ve yazılım çözümleri sunmaktadır. Ayrıca, her müşterinin yolculuğu boyunca toplanan gerçek zamanlı bilgileri benzersiz bir profilde birleştirerek bağlamsal verilerin gücünden yararlanmak için araçlar sağlayan bir platform olan Segment gibi son kullanıcılarıyla doğrudan ve kişiselleştirilmiş ilişkiler kurmak için yazılım ürünleri de sunmaktadır.
Twilio Inc. Temel Bilgiler Özeti
| TWLO temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$31.07b |
| Kazançlar(TTM) | US$103.96m |
| Gelir(TTM) | US$5.30b |
302.3x
F/K Oranı5.9x
P/S OranıTWLO aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| TWLO gelir tablosu (TTM) | |
|---|---|
| Gelir | US$5.30b |
| Gelir Maliyeti | US$2.72b |
| Brüt Kâr | US$2.58b |
| Diğer Giderler | US$2.48b |
| Kazançlar | US$103.96m |
Son Raporlanan Kazançlar
Mar 31, 2026
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | 0.68 |
| Brüt Marj | 48.72% |
| Net Kâr Marjı | 1.96% |
| Borç/Özkaynak Oranı | 12.8% |
TWLO uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/06/10 08:50 |
| Gün Sonu Hisse Fiyatı | 2026/06/10 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Twilio Inc. 41 Bu analistlerden 28, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| James Kelleher | Argus Research Company |
| William Power | Baird |
| Peter Weed | Bernstein |