$TWLO
Twilio Inc. · NYSE · Technology
- Market cap
- 40.20B
- Volume
- 2.08M
- P/E
- 36.21
- Day range
- 253.24 – 263.70
- 52w range
- 105.00 – 308.40
- Analyst target
- 274.44
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$TWLO +3.22% at 261.79 Cathie Wood and 0 other tracked billionaires hold it. $AAPL $HPQ $NVDA https://billionairestrading.com/stocks/TWLO
Company summary
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.
Institutional ownership
Institutions hold 93.56% · insiders 0.14% · 1,396 institutions
| Holder | Shares | Value | % held | Reported |
|---|---|---|---|---|
| Blackrock Inc. | 16.63M | $4.35B | 10.83% | 2026-06-30 |
| JPMORGAN CHASE & CO | 12.22M | $3.20B | 7.96% | 2026-06-30 |
| FMR, LLC | 11.27M | $2.95B | 7.34% | 2026-06-30 |
| Vanguard Portfolio Management LLC | 7.64M | $2.00B | 4.98% | 2026-06-30 |
| Vanguard Capital Management LLC | 6.85M | $1.79B | 4.46% | 2026-06-30 |
| State Street Corporation | 6.00M | $1.57B | 3.91% | 2026-06-30 |
| Geode Capital Management, LLC | 2.88M | $752.80M | 1.87% | 2026-06-30 |
| Alkeon Capital Management LLC | 2.34M | $611.46M | 1.52% | 2026-06-30 |
| Royal Bank of Canada | 2.25M | $589.09M | 1.47% | 2026-06-30 |
| Pictet Asset Management Holding SA | 2.25M | $588.41M | 1.46% | 2026-06-30 |
Hedge fund & billionaire activity
Insider transactions
| Insider | Role | Transaction | Shares | Date |
|---|---|---|---|---|
| SHIPCHANDLER KHOZEMA | Chief Executive Officer | Sale at price 288.02 - 294.53 per share. | 14.4K | 2026-10-05 |
| ROBINSON DOUGLAS A | Director | Stock Award(Grant) at price 0.00 per share. | 341.00 | 2026-09-15 |
| STAFMAN ANDREW J. | Director | Stock Award(Grant) at price 0.00 per share. | 345.00 | 2026-09-15 |
| SUZUKI MIYUKI | Director | Stock Award(Grant) at price 0.00 per share. | 341.00 | 2026-09-15 |
| VIGGIANO AIDAN | Chief Financial Officer | Sale at price 233.32 - 238.10 per share. | 1.4K | 2026-08-17 |
| STAFMAN ANDREW J. | Director | Sale at price 247.08 per share. | 500.0K | 2026-08-12 |
| ROTTENBERG ERIKA | Director | Sale at price 249.17 - 254.78 per share. | 3.5K | 2026-08-10 |
| SHIPCHANDLER KHOZEMA | Chief Executive Officer | Sale at price 206.99 - 213.25 per share. | 14.5K | 2026-07-06 |
| VIGGIANO AIDAN | Chief Financial Officer | Sale at price 205.43 per share. | 8.5K | 2026-07-02 |
| SHIPCHANDLER KHOZEMA | Chief Executive Officer | Sale at price 199.24 - 203.88 per share. | 13.9K | 2026-06-30 |
| VIGGIANO AIDAN | Chief Financial Officer | Sale at price 199.27 - 203.68 per share. | 9.1K | 2026-06-30 |
| ROBINSON DOUGLAS A | Director | Stock Award(Grant) at price 0.00 per share. | 361.00 | 2026-06-15 |
Analyst ratings
Consensus score 1.68 (1 = strong buy, 5 = sell) · mean target 274.44
- OppenheimerOutperformmain2026-10-21
- BTIGBuymain2026-10-16
- B of A SecuritiesBuymain2026-10-14
- JP MorganOverweightmain2026-10-08
- HSBCReducedown2026-09-25
- TD CowenBuymain2026-09-22
- RosenblattBuymain2026-09-22
- BTIGBuyreit2026-09-11
- CitizensMarket Outperformreit2026-08-27
- UBSBuymain2026-08-08
Earnings
Next report: 2026-10-29
| Quarter | EPS actual | EPS estimate | Surprise |
|---|---|---|---|
| 3Q2025 | 1.25 | 1.07 | 0.18 |
| 4Q2025 | 1.33 | 1.23 | 0.10 |
| 1Q2026 | 1.50 | 1.27 | 0.23 |
| 2Q2026 | 1.47 | 1.32 | 0.15 |
SEC filings
- 10-QPeriodic Financial Reports2026-08-07Open
- 8-KCorporate Changes & Voting Matters2026-08-06Open
- 8-KCorporate Changes & Voting Matters2026-06-17Open
- 10-QPeriodic Financial Reports2026-05-01Open
- 8-KCorporate Changes & Voting Matters2026-04-30Open
- ARSAnnual Report to Shareholders2026-04-28Open
- 8-KCorporate Changes & Voting Matters2026-03-24Open
- 10-KPeriodic Financial Reports2026-02-24Open
- 8-KCorporate Changes & Voting Matters2026-02-12Open
- 10-QPeriodic Financial Reports2025-10-31Open
Latest TWLO news
- Twilio (TWLO) Stock Looks Above Fair Value As Its 422% Run Continues
Twilio has been on a remarkable multi‑year run. The question for you now is whether a share price near recent levels can still be squared with the cash the business is expected to generate. With a long list of headlines around AI tools and index inclusion, the gap between story and underlying cash flows has become the key issue for anyone looking at Twilio stock today. Over the past 3 years the share price has delivered a return of about 421.6%, which puts real pressure on the idea that...
Sat, 24 Oct 2026 02:08:10 +0000
- Twilio Inc. (TWLO) Rallies as Strong Results and Higher Guidance Boost Investor Confidence
Polen Capital, an investment management company, released its “Polen 5Perspectives Small-Mid Growth Strategy” Q3 2026 investor letter. A copy of the letter can be downloaded here. The fund struggled during the third quarter of 2026 as volatility in AI-related equities, shifting investor expectations, and renewed concerns about inflation and interest rates weighed on small- and […]
Fri, 23 Oct 2026 14:26:57 +0000
- Why Twilio (TWLO) Dipped More Than Broader Market Today
Twilio (TWLO) concluded the recent trading session at $253.63, signifying a -4.89% move from its prior day's close.
Thu, 22 Oct 2026 21:15:03 +0000
- Brown Advisory Notes Accelerating Revenue Growth at Twilio Inc. (TWLO)
Brown Advisory, an investment management company, released its “Mid-Cap Growth Strategy” Q3 2026 investor letter. A copy of the letter can be downloaded here. The strategy outperformed its benchmark in the third quarter of 2026, as sharp market volatility and a reversal in investor sentiment toward artificial intelligence infrastructure created opportunities for active stock selection. […]
Thu, 22 Oct 2026 13:42:31 +0000
- Twilio (TWLO) Earnings Expected to Grow: Should You Buy?
Twilio (TWLO) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Thu, 22 Oct 2026 13:00:17 +0000
- All You Need to Know About Twilio (TWLO) Rating Upgrade to Strong Buy
Twilio (TWLO) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Wed, 21 Oct 2026 15:00:02 +0000
- Twilio reiterated as large-cap software top pick by BTIG
Investing.com -- BTIG analyst Nick Altmann reiterated Twilio, Inc. as his top large-cap software pick in a recent note to clients, raising the price target to $315 while maintaining a Buy rating on the stock.
Tue, 20 Oct 2026 15:52:04 +0000
- What Is Twilio’s (TWLO) Economic Moat, and Is It Widening or Narrowing?
Twilio Inc. (NYSE:TWLO) moves messages and calls for other companies. When a delivery service texts a tracking link or a bank sends a one-time code, something like it is underneath. It is a useful business and an awkward one to defend, because the thing being sold looks identical regardless of who supplies it. The stock […]
Tue, 20 Oct 2026 14:51:46 +0000