TWLO Stock - Twilio Inc.
Unlock GoAI Insights for TWLO
Get institutional-grade AI analysis, real-time signals, and deep market intelligence powered by advanced machine learning.
Free 14-day trial • No credit card required
Premium members get real-time SMS alerts
Financial Statements
| Metric | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 |
|---|---|---|---|---|---|
| Revenue | $4.46B | $4.15B | $3.83B | $2.84B | $1.76B |
| Gross Profit | $2.23B | $1.96B | $1.76B | $1.31B | $876.67M |
| Gross Margin | 50.0% | 47.3% | 46.1% | 46.3% | 49.8% |
| Operating Income | $-40,435,000 | $-386,848,000 | $-993,467,000 | $-900,590,000 | $-471,136,000 |
| Net Income | $-109,403,000 | $-1,015,441,000 | $-1,256,145,000 | $-949,900,000 | $-490,979,000 |
| Net Margin | -2.5% | -24.4% | -32.8% | -33.4% | -27.9% |
| EPS | $-0.66 | $-5.54 | $-6.86 | $-5.45 | $-3.35 |
Twilio Inc., together with its subsidiaries, provides a cloud communications platform that enables developers to build, scale, and operate customer engagement within software applications in the United States and internationally. Its customer engagement platform provides a set of application programming interfaces that handle the higher-level communication logic needed for nearly every type of customer engagement, as well as enable developers to embed voice, messaging, video, and email capabilities into their applications. The company was incorporated in 2008 and is headquartered in San Francisco, California.
Visit WebsiteRating Distribution
Price Targets
Recent Analyst Actions
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| October 31st 2025 | Monness Crespi & Hardt | Reiterated | Buy | $175← $165 |
| October 1st 2025 | Wells Fargo | Initiation | Overweight | $130 |
| September 5th 2025 | Rosenblatt | Initiation | Buy | $140 |
| June 6th 2025 | KeyBanc Capital Markets | Initiation | Overweight | - |
| May 5th 2025 | HSBC Securities | Upgrade | Hold | $99 |
| February 24th 2025 | Morgan Stanley | Upgrade | Overweight | $160← $144 |
| January 27th 2025 | Monness Crespi & Hardt | Reiterated | Buy | $152← $135 |
| January 27th 2025 | Goldman | Upgrade | Buy | $185← $77 |
| January 24th 2025 | Robert W. Baird | Upgrade | Outperform | $160← $115 |
| January 8th 2025 | Mizuho | Upgrade | Outperform | $140← $85 |
| November 15th 2024 | Monness Crespi & Hardt | Upgrade | Buy | $135 |
| November 12th 2024 | Wells Fargo | Upgrade | Overweight | $120← $80 |
| June 28th 2024 | Tigress Financial | Initiation | Buy | $75 |
| June 14th 2024 | Morgan Stanley | Downgrade | Equal Weight | $60← $70 |
| February 15th 2024 | Northland Capital | Downgrade | Market Perform | $66 |
Earnings History & Surprises
TWLOEPS Surprise History
Quarterly EPS Details
| Period | Report Date | Estimated EPS | Actual EPS | Surprise | Result |
|---|---|---|---|---|---|
Q2 2026 | Apr 29, 2026 | — | — | — | — |
Q1 2026 | Feb 12, 2026 | $1.24 | — | — | — |
Q4 2025 | Oct 30, 2025 | $1.07 | $1.25 | +16.8% | ✓ BEAT |
Q3 2025 | Aug 7, 2025 | $1.05 | $1.19 | +13.3% | ✓ BEAT |
Q2 2025 | May 1, 2025 | $0.96 | $1.14 | +19.0% | ✓ BEAT |
Q1 2025 | Feb 13, 2025 | $0.99 | $1.00 | +1.0% | ✓ BEAT |
Q4 2024 | Oct 30, 2024 | $0.86 | $1.02 | +18.9% | ✓ BEAT |
Q3 2024 | Aug 1, 2024 | $0.73 | $0.87 | +18.9% | ✓ BEAT |
Q2 2024 | May 7, 2024 | $0.59 | $0.80 | +35.1% | ✓ BEAT |
Q1 2024 | Feb 14, 2024 | $0.57 | $0.86 | +50.9% | ✓ BEAT |
Q4 2023 | Nov 8, 2023 | $0.35 | $0.58 | +65.7% | ✓ BEAT |
Q3 2023 | Aug 8, 2023 | $0.29 | $0.54 | +86.2% | ✓ BEAT |
Q2 2023 | May 9, 2023 | $0.20 | $0.47 | +135.0% | ✓ BEAT |
Q1 2023 | Feb 15, 2023 | $-0.09 | $0.22 | +344.4% | ✓ BEAT |
Q4 2022 | Nov 3, 2022 | $-0.39 | $-0.27 | +30.8% | ✓ BEAT |
Q3 2022 | Aug 4, 2022 | $-0.20 | $-0.11 | +45.0% | ✓ BEAT |
Q2 2022 | May 4, 2022 | $-0.22 | $-1.23 | -456.9% | ✗ MISS |
Q1 2022 | Feb 9, 2022 | $-0.21 | $-0.20 | +4.8% | ✓ BEAT |
Q4 2021 | Oct 27, 2021 | $-0.15 | $0.01 | +106.7% | ✓ BEAT |
Q3 2021 | Jul 29, 2021 | $-0.14 | $-0.11 | +21.4% | ✓ BEAT |
Latest News
CNBC Halftime Report Final Trades: AbbVie, Netflix, Microsoft, Twilio
➖ NeutralBTIG Assumes Twilio at Buy, Announces Price Target of $165
📈 PositiveLive On CNBC, Joe Terranova Announces Bought Twilio
📈 PositiveWells Fargo Maintains Overweight on Twilio, Raises Price Target to $147
📈 PositiveJP Morgan Maintains Overweight on Twilio, Raises Price Target to $145
📈 PositiveTD Cowen Maintains Hold on Twilio, Raises Price Target to $125
➖ NeutralPiper Sandler Maintains Overweight on Twilio, Raises Price Target to $145
📈 PositiveUBS Maintains Buy on Twilio, Raises Price Target to $150
📈 PositiveKeybanc Maintains Overweight on Twilio, Raises Price Target to $156
📈 PositiveTwilio surges 10% after 'good quarter' and outlook keeps analysts bullish
📈 PositiveRosenblatt Maintains Buy on Twilio, Maintains $140 Price Target
📈 PositiveTwilio shares are trading higher after the company reported better-than-expected Q3 financial results and issued Q4 guidance above estimates. Also, multiple firms raised their respective price targets on the stock.
📈 PositiveMizuho Maintains Outperform on Twilio, Raises Price Target to $150
📈 PositiveB of A Securities Maintains Underperform on Twilio, Raises Price Target to $110
➖ NeutralNeedham Maintains Buy on Twilio, Raises Price Target to $145
📈 PositiveTwilio shares are trading higher after the company reported better-than-expected Q3 financial results and issued Q4 guidance above estimates.
📈 PositiveTwilio pops as it raises full-year forecast, aided by strong Q3 results
📈 PositiveTwilio Non-GAAP EPS of $1.25 beats by $0.18, revenue of $1.3B beats by $50M
📈 PositiveTwilio Sees Q4 Adj EPS $1.17-$1.22 vs $1.14 Est; Sees Sales $1.310B-$1.320B vs $1.285B Est
📈 PositiveTwilio Q3 Adj. EPS $1.25 Beats $1.08 Estimate, Sales $1.300B Beat $1.254B Estimate
📈 PositiveFrequently Asked Questions about TWLO
What is TWLO's current stock price?
What is the analyst price target for TWLO?
What sector is Twilio Inc. in?
What is TWLO's market cap?
Does TWLO pay dividends?
Similar Stocks
Communication Services SectorExplore stocks similar to TWLO for comparison