$TWLO

Twilio Inc. · NYSE · Technology

232.98-7.50 (-3.12%)
Market cap
35.78B
Volume
1.46M
P/E
32.14
Day range
231.21 – 239.29
52w range
98.44 – 258.35
Analyst target
256.10

AI Summary

Generating a unique summary for TWLO

AI-generated for information only — not investment advice.

Share this ticker

$TWLO -3.12% at 232.98
Cathie Wood and 0 other tracked billionaires hold it.
$AAPL $HPQ $NVDA
https://billionairestrading.com/stocks/TWLO
Post to StocktwitsShare on XRedditLinkedIn

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.

Industry: Software - InfrastructureEmployees: 5,492HQ: United StatesWebsite

Institutional ownership

Institutions hold 93.34% · insiders 0.13% · 1,340 institutions

HolderSharesValue% heldReported
Blackrock Inc.16.63M$3.87B10.83%2026-06-30
JPMORGAN CHASE & CO12.22M$2.85B7.96%2026-06-30
FMR, LLC11.27M$2.63B7.34%2026-06-30
Vanguard Portfolio Management LLC7.64M$1.78B4.98%2026-06-30
Vanguard Capital Management LLC6.85M$1.60B4.46%2026-06-30
State Street Corporation6.00M$1.40B3.91%2026-06-30
Geode Capital Management, LLC2.88M$669.95M1.87%2026-06-30
Alkeon Capital Management LLC2.34M$544.17M1.52%2026-06-30
Royal Bank of Canada2.25M$524.26M1.47%2026-06-30
Pictet Asset Management Holding SA2.25M$523.65M1.46%2026-06-30

Hedge fund & billionaire activity

Insider transactions

InsiderRoleTransactionSharesDate
VIGGIANO AIDANChief Financial OfficerSale at price 233.32 - 238.10 per share.1.4K2026-08-17
STAFMAN ANDREW J.DirectorSale at price 247.08 per share.500.0K2026-08-12
ROTTENBERG ERIKADirectorSale at price 249.17 - 254.78 per share.3.5K2026-08-10
SHIPCHANDLER KHOZEMAChief Executive OfficerSale at price 206.99 - 213.25 per share.14.5K2026-07-06
VIGGIANO AIDANChief Financial OfficerSale at price 205.43 per share.8.5K2026-07-02
VIGGIANO AIDANChief Financial OfficerSale at price 199.27 - 203.68 per share.9.1K2026-06-30
SHIPCHANDLER KHOZEMAChief Executive OfficerSale at price 199.24 - 203.88 per share.13.9K2026-06-30
DUBINSKY DONNADirectorStock Gift at price 0.00 per share.391.002026-06-15
ROTTENBERG ERIKADirectorStock Gift at price 0.00 per share.398.002026-06-15
DUBINSKY DONNADirectorStock Award(Grant) at price 0.00 per share.391.002026-06-15
SUZUKI MIYUKIDirectorStock Award(Grant) at price 0.00 per share.396.002026-06-15
ROBINSON DOUGLAS ADirectorStock Award(Grant) at price 0.00 per share.361.002026-06-15

Analyst ratings

Consensus score 1.57 (1 = strong buy, 5 = sell) · mean target 256.10

  • CitizensMarket Outperformreit2026-08-27
  • UBSBuymain2026-08-08
  • TD CowenBuymain2026-08-07
  • Piper SandlerNeutralmain2026-08-07
  • OppenheimerOutperformmain2026-08-07
  • CitizensMarket Outperformmain2026-08-07
  • Wells FargoOverweightmain2026-08-07
  • KeybancOverweightmain2026-08-07
  • RosenblattBuymain2026-08-07
  • NeedhamBuymain2026-08-07

Earnings

Next report: 2026-10-29

QuarterEPS actualEPS estimateSurprise
3Q20251.251.070.18
4Q20251.331.230.10
1Q20261.501.270.23
2Q20261.471.320.15

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’s (TWLO) AI Push Finds a Strong Fit in Latin America

    Twilio Inc. (NYSE:TWLO) revealed latest developments around its customer engagement platform for the Latin American market. The platform is evolving in line with the ongoing “agentic era” of AI-led business communication models. This strengthens Twilio’s standing as an infrastructure backbone for AI-enabled customer engagement across a well-suited region. The company shared platform capabilities being brought […]

    Mon, 07 Sep 2026 19:24:32 +0000

  • Twilio (TWLO) Stock Could Be 5% Overvalued As Cash Flow Carries The Case

    Twilio stock has delivered a very strong 3 year return, yet the current checks send a mixed signal, with the Discounted Cash Flow (DCF) intrinsic value estimate suggesting the share price is close to fair value while the market multiple view points to an expensive profile. Twilio has returned 255.8% over the past 3 years, which puts more pressure on today’s buyers to be comfortable with what they are paying. Expected progress in scaling Twilio’s communications platform and converting more...

    Sat, 05 Sep 2026 16:13:15 +0000

  • Does Pre‑Earnings Optimism Around Twilio (TWLO) Reveal a Turning Point in Its Core Profit Story?

    In recent days, Twilio drew attention as enthusiasm around software stocks, easing Treasury yields, and anticipation of its upcoming earnings report all influenced trading activity. Investors are also reacting to stronger analyst optimism and technical signals such as the stock moving above its 20-day moving average, which together are shaping sentiment around the business. With this backdrop, we’ll examine how growing optimism ahead of Twilio’s earnings, including expectations for higher...

    Sat, 05 Sep 2026 08:12:52 +0000

  • Twilio (TWLO) Sees a More Significant Dip Than Broader Market: Some Facts to Know

    The latest trading day saw Twilio (TWLO) settling at $232.98, representing a -3.12% change from its previous close.

    Fri, 04 Sep 2026 22:00:03 +0000

  • Twilio Soars 69% YTD: Should Investors Still Buy the Stock?

    TWLO's 69% YTD rally is backed by accelerating growth, record free cash flow, raised guidance and rising demand for AI communications infrastructure.

    Fri, 04 Sep 2026 14:20:00 +0000

  • Twilio (TWLO) Recently Broke Out Above the 20-Day Moving Average

    When a stock breaks out above the 20-day simple moving average, good things could be on the horizon. How should investors react?

    Fri, 04 Sep 2026 13:35:02 +0000

  • 3 Profitable Stocks with Warning Signs

    Even if a company is profitable, it doesn’t always mean it’s a great investment. Some struggle to maintain growth, face looming threats, or fail to reinvest wisely, limiting their future potential.

    Thu, 03 Sep 2026 01:24:23 +0000

  • 1 Surging Stock with Exciting Potential and 2 We Brush Off

    Great things are happening to the stocks in this article. They’re all outperforming the market over the last month because of positive catalysts such as a new product line, constructive news flow, or even a loyal Reddit fanbase.

    Wed, 02 Sep 2026 12:44:23 +0000

Related Technology stocks