Twilio Inc. (TWLO) Stock: Price, Forecast & Analyst Target
Twilio Inc. (TWLO) — MoonshotScore 92/100 (Exceptional band), calculated Oct 4, 2026. Price $294.58 (-2.22%), as of the Oct 2, 2026 trading session; market cap $44.7B. Expected results Oct 29, 2026.
Educational signal · not a buy or sell recommendation · How to read this
Market value / cash and short-term investments: 16.83× (market value Oct 2, 2026; cash Jun 30, 2026) · expected results Oct 29, 2026
Twilio Inc. · TWLO · NYSE · Technology · Software - Infrastructure
Research dated 2026-09-12: Twilio supplies programmable communications APIs that let developers embed messaging, voice, video and email into software, with Messaging forming the largest reported revenue pool. Messaging-led growth now needs to carry through to durable operating profit rather than coexist with volatile net results.
Price as of Oct 2, 2026
Key Statistics
MoonshotScore v2 · Twilio (TWLO)
ExceptionalWhy this rating? Method, drivers & history
Bands for the MoonshotScore: Exceptional 80-100 · Strong 65-79 · Fair 45-64 · Weak below 45.
- Business Quality — Is this a genuinely good business?
- Financial Safety — Could this blow up on me?
- Valuation — Am I paying a fair price?
- Growth Durability — Is the growth real and likely to last?
- Momentum — Is the market already moving on this?
A strong balance sheet and elite growth, but a full valuation; the market is already moving on it. Business Quality: Solid; Financial Safety: Fortress; Valuation: Rich; Growth Durability: Compounding; Momentum: Surging.
Enterprise value relative to EBITDA is the main valuation drag relative to sector peers.
- quarterly revenue $1.50B (Q2 FY2026, quarter ended Jun 2026)
- EPS beat 8 of 8
- Altman Z 14.34 · Piotroski F 5
Holding back: a rich price
Helping: balance-sheet strength, durable growth, positive momentum
What has the MoonshotScore done over time?
| Recorded | Score | Band |
|---|---|---|
| 93 | Exceptional | |
| 93 | Exceptional | |
| 93 | Exceptional | |
| 93 | Exceptional | |
| 92 | Exceptional | |
| 92 | Exceptional |
The score was 92 in the stored Oct 3, 2026 snapshot and remains 92 in the current publication computed Oct 4, 2026 (0); the largest pillar moves were Financial Safety -2; the pillar moves offset under the sector-relative weighting, so the headline score is unchanged.
Calculation uses the most recent completed US trading session. Live price changes do not update the score immediately.
Computed · Educational signal · not a buy or sell recommendation · How the MoonshotScore is computed →
Price & valuation
| Measure | Value | As of |
|---|---|---|
| Latest provided price | $294.58 | |
| Change on the day | -2.22% | |
| 52-week range | $102.88 – $305.95 | |
| Market capitalisation | $44.7B | |
| Price / earnings (trailing) | 39.17 | |
| Shares traded on the day | 3.67M | |
| Beta (volatility vs the S&P 500) | 1.41 |
Price & events
Triangles mark reported quarters on the line: pointing up is above the recorded estimate, down is below, a diamond means no estimate on file or a dated event that is not a results report. Numbers key to the dated list. Point at or tab to any week for its close.
Events behind the price
- · Earnings results · above the recorded estimate
- · Earnings results · above the recorded estimate
- · Earnings results · above the recorded estimate
- · Earnings call · management outlook
- · Earnings results · above the recorded estimate
Results dates follow the earnings feed; call dates follow the transcript provider. Nearby dates do not establish that an event caused a price move.
Upcoming events
Management outlook
In addition, we continue to expect full year non-GAAP gross profit growth to be similar to our organic revenue growth rate.
Aidan Viggiano · Statement from
For Q3, we expect non-GAAP income from operations of $285 million to $295 million.
Aidan Viggiano · Statement from
Statement dates identify the earnings call, not a deadline. Management expectations and provider estimates can change.
Read management statementsCouncil Score · weighted blend of 2 available disciplines
Council score for Twilio (TWLO): Strongly Bullish
80/100 · A+Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
5-Factor Breakdown
Legends Council
4 lenses, 4 current
AI simulations built from the named investors' published principles. Not affiliated with, endorsed by, or the opinion of these individuals. How these lenses are built
Read on: Oct 4, 2026
Munger's Mindset
Balance Sheet & Valuation · historical
Read on: Sep 10, 2026 · older than the 27 hours refresh window; not a current reading
How to read these bars and different assessments
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
Bars show each model's ordered assessment on its own scale, not a probability or a comparable investment return. The adjacent words give the assessment; more filled segments indicate a stronger model reading.
On Sep 10, 2026, the Munger lens read the price at that time as fairly valued against its own estimate of value.
Readings on this page are from Oct 5, 2026, except a card that shows its own read date.
Watch the TWLO film — every key number, told as a short cinematic story
~2 min · open the film
What is Twilio (TWLO), and what does it report?
Short answer · as of
Twilio is infrastructure inside other companies’ applications: developers use its APIs to add customer communications instead of building the underlying communication logic themselves.
Research dated 2026-09-12.
Twilio is infrastructure inside other companies’ applications: developers use its APIs to add customer communications instead of building the underlying communication logic themselves. Demand reflects activity flowing through embedded messaging, voice, video and email features, not merely access to a generic software package.
The segment presentation identifies Messaging as the largest revenue category, followed by Other Communications and a smaller separately labeled category. Quarterly reporting then combines those activities into consolidated revenue, gross profit, operating result and net result.
What do the latest results show for Twilio (TWLO)?
Short answer · as of
The most recent reported quarter, Q2 FY2026, carried revenue of $1.50B.
Research dated 2026-09-12.
Revenue and gross profit advanced again to their highest points in the displayed quarterly run, while operating result eased from the preceding period. Net income jumped far more sharply than operating result, so the headline earnings change should not be read as an equivalent expansion in core operating profit.
Operating cash flow also reached its strongest point in the series, while reported revenue and adjusted earnings continued to exceed estimates. Management expects non-GAAP gross-profit growth to move with organic revenue growth and has issued a positive non-GAAP operating-income outlook.
Where is operating spending going?
Revenue alongside research and development, selling, general and administrative expenses, and the FMP standardized operating result.
- Latest quarter · revenue
- $1.50B Jun 30, 2026
- Latest quarter · R&D
- $273.32M Jun 30, 2026
- Latest quarter · SG&A
- $335.23M Jun 30, 2026
- Latest quarter · FMP standardized operating result
- $84.55M Jun 30, 2026
| Period end | Revenue | R&D | SG&A | FMP standardized operating result |
|---|---|---|---|---|
| Jun 30, 2026 | $1.50B | $273.32M | $335.23M | $84.55M |
| Mar 31, 2026 | $1.41B | $262.17M | $314.41M | $107.67M |
| Dec 31, 2025 | $1.37B | $260.06M | $283.02M | $73.66M |
| Sep 30, 2025 | $1.30B | $262.31M | $328.82M | $40.95M |
USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow.
Did results meet expectations?
Reported earnings and revenue alongside the estimates recorded by the provider.
- Latest report · revenue
- $1.50B Aug 6, 2026
- Latest report · revenue estimate
- $1.43B Aug 6, 2026
- Latest report · revenue vs estimate
- Above estimate Aug 6, 2026
- Latest report · EPS vs estimate
- Above estimate Aug 6, 2026
| Report date | Revenue · reported | Revenue · estimate | EPS · reported | EPS · estimate |
|---|---|---|---|---|
| Aug 6, 2026 | $1.50B | $1.43B | $1.4700 | $1.3200 |
| Apr 30, 2026 | $1.41B | $1.34B | $1.5000 | $1.2700 |
| Feb 12, 2026 | $1.37B | $1.32B | $1.3300 | $1.2300 |
| Oct 30, 2025 | $1.30B | $1.25B | $1.2500 | $1.0700 |
Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined.
Quarterly income statement — 4 quarters
| Period | Revenue | Net income | EPS |
|---|---|---|---|
| Q2 FY2026 | $1.50B | $1.07B | $6.68 (diluted) |
| Q1 FY2026 | $1.41B | $90M | $0.57 (diluted) |
| Q4 FY2025 | $1.37B | -$46M | -$0.30 (diluted) |
| Q3 FY2025 | $1.30B | $37M | $0.23 (diluted) |
What are the financial strengths and risks for Twilio (TWLO)?
Short answer
Cash and short-term investments were $2.66B at the Jun 30, 2026 balance-sheet date. Operating cash flow was $372.39M for the quarter ended Jun 30, 2026, meaning operations generated cash. These figures do not establish a cash runway.
Research dated 2026-09-12.
Cash and investments exceed total debt, leaving Twilio with net cash and ample short-term liquidity. Operating cash flow remained positive throughout the displayed period, reported capital spending was modest relative to those inflows, and cash plus short-term investments ended close to where the series began.
Messaging concentration is the clearest operating sensitivity: weaker communications activity inside customer applications would pressure Twilio’s largest identified revenue pool. The market value also stands far above net cash, so the balance sheet cannot substitute for sustained operating progress; the distress and quality screens likewise present a stronger solvency picture than operating-quality signal.
How much cash does the business generate or use?
Quarterly operating cash flow shows cash generated or used by operations.
- Latest quarter · operating cash flow
- $372.39M Jun 30, 2026
- Previous quarter · operating cash flow
- $153.21M Mar 31, 2026
| Period end | Operating cash flow | Capital expenditure (reported) |
|---|---|---|
| Jun 30, 2026 | $372.39M | $13.64M |
| Mar 31, 2026 | $153.21M | −$20.86M |
| Dec 31, 2025 | $307.15M | $36.52M |
| Sep 30, 2025 | $263.56M | −$16.05M |
Operating cash-flow bars share one scale and show magnitude; negative values mean cash used.
USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway.
What should you watch next at Twilio (TWLO)?
Short answer · as of
The next earnings report is expected on Oct 29, 2026.
Research dated 2026-09-12.
Twilio’s forthcoming earnings release offers concrete checks: continued revenue growth without another retreat in operating result, gross-profit growth that remains aligned with management’s organic revenue expectation, delivery against the non-GAAP operating-income outlook, and continued conversion of reported profit into operating cash flow.
Repeated revenue and adjusted-earnings beats have raised the comparison bar. The useful confirmation would be another advance supported by gross profit and cash generation, rather than a net-income surge that is much larger than the underlying operating change.
What management is planning
Management expectations, not completed milestones or guarantees. Selected verbatim excerpts; dates follow the transcript provider.
In addition, we continue to expect full year non-GAAP gross profit growth to be similar to our organic revenue growth rate.
Aidan Viggiano ·
For Q3, we expect non-GAAP income from operations of $285 million to $295 million.
Aidan Viggiano ·
How does Twilio compare with its peers?
Short answer
Twilio's score ranks 2nd of 13 in the bounded comparison shown, against 12 same-model peers. These are company scores, not expected investment returns. The set lists named competitors first, then companies in the same data-provider industry classification closest in market value; that classification is the provider's, not our judgment of business similarity.
Research dated 2026-09-12.
Compared with a vendor centered on a standalone messaging application, Twilio sits inside customer-built software through APIs and spans messaging, voice, video and email. Customers can assemble communication features within their own products rather than adopt only a finished communication interface.
That breadth does not mean equal financial weight across the portfolio. Messaging remains the dominant disclosed revenue category, making Twilio a broad communications platform with concentrated reported economics rather than a uniformly diversified software suite.
| Company | Price | Market value | Score |
|---|---|---|---|
| $237.69 Oct 2, 2026 | $94.5B | 95 5-pillar Oct 4, 2026 | |
| Twilio (TWLO) — this page | $294.58 | $44.7B | 92 |
| $211.49 Oct 2, 2026 | $35.1B | 89 5-pillar Oct 4, 2026 | |
| $454.04 Oct 2, 2026 | $25.6B | 81 5-pillar Oct 4, 2026 | |
| $357.96 Oct 2, 2026 | $28.8B | 74 5-pillar Oct 4, 2026 | |
| $41.12 Oct 2, 2026 | $23.7B | 73 5-pillar Oct 4, 2026 | |
| $11.54 Oct 2, 2026 | $18.5B | 72 5-pillar Oct 4, 2026 | |
| $74.33 Oct 2, 2026 | $44.2B | 68 5-pillar Oct 4, 2026 | |
| $72.29 Oct 2, 2026 | $19.5B | 68 5-pillar Oct 4, 2026 | |
| $394.60 Oct 2, 2026 | $25.8B | 65 5-pillar Oct 4, 2026 | |
| $70.77 Oct 2, 2026 | $23.7B | 64 5-pillar Oct 4, 2026 | |
| $30.83 Oct 2, 2026 | $16.7B | 62 5-pillar Oct 4, 2026 | |
| $19.73 Oct 2, 2026 | $18.4B | 61 5-pillar Oct 4, 2026 |
Only 5-pillar scores are ranked together. Other models are not directly comparable. Price and score dates are shown separately; market-value dates are unavailable.
The records behind this page
Analyst targets & estimates
What analysts have on file
- Price target, low to high
- $192.00 – $330.00
- Consensus target
- $254.65
- Median target
- $255.00
Consensus record · Captured .
Measured against a quoted price of $294.58 (as of Oct 2, 2026).
Insider activity
Form 4 records via FMP · Of the newest 60 records, those within the last 180 days, newest dated Sep 30, 2026
- Transactions
- 60
- Identified insiders
- 11
- Purchases
- 0
- Sales
- 43
- Other transactions
- 17
Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent.
Who holds the shares?
Institutional ownership reported through 13F filings.
- Institutional ownership
- 91.5% Period end Jun 30, 2026
- Previous quarter · ownership
- 89.3% Prior to period end Jun 30, 2026
- Reporting holders
- 1,030 Period end Jun 30, 2026
- Previous quarter · holders
- 863 Prior to period end Jun 30, 2026
| Holders in provider snapshot | Shares |
|---|---|
| Blackrock, INC. | 16,630,023 |
| Jpmorgan Chase & Co | 12,224,027 |
| Fmr LLC | 11,273,330 |
| Vanguard Portfolio Management LLC | 7,643,548 |
| Vanguard Capital Management LLC | 6,849,553 |
Quarterly filings lag the period end. Holder rows are names in the provider snapshot, not a verified ranking; individual filing dates are not supplied. Related managers may appear separately, so these positions are not summed. Holder snapshot as of Jun 30, 2026.
What has been published about Twilio (TWLO)?
TWLO Technology Stock FAQ
Research dated 2026-09-12; the answers below are from that research, and the full attribution is under Sources. The last 2 questions are answered from this page's own dated data, not from the research.
How does Twilio put communications inside a customer’s application?
Twilio packages messaging, voice, video and email capabilities as APIs. Developers use those interfaces to embed customer interactions while Twilio handles much of the underlying communication logic.
Why is Twilio’s Messaging segment the key operating signal?
Messaging is the largest identified revenue category by a wide margin. A meaningful change in messaging activity would therefore carry more financial weight than a comparable change in the smaller reported categories.
Does Twilio’s latest net income reflect the same improvement as operating profit?
Net income rose much more sharply, while operating result declined from the preceding period despite higher revenue and gross profit. Operating profit and cash generation therefore provide cleaner checks on the durability of the recent improvement.
What would validate Twilio management’s organic growth outlook?
Gross-profit growth moving alongside organic revenue growth would match management’s stated expectation. Delivery against the non-GAAP operating-income outlook, accompanied by continued cash generation, would add operating confirmation.
What is the TWLO stock price today?
The last price recorded on this page for Twilio Inc. (TWLO) is $294.58, as of the Oct 2, 2026 trading session (source: Financial Modeling Prep (FMP) · quote). It is a provider snapshot, not a live exchange feed, so check a brokerage quote before you trade.
What is the TWLO price target?
The analyst consensus price target for Twilio Inc. (TWLO) is $254.65 (range $192.00 to $330.00, median $255.00), per FMP data captured Oct 4, 2026. Targets are analyst opinions and change often; they are not a Stock Expert AI forecast.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Research written by Codex (gpt-5.6-sol) on 2026-09-12. AI-authored analysis; source dates are shown with each answer. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief.
Sources — records for every figure on this page (84 figures)
The 84 rows below are exactly the facts the evidence-backed sections of this page printed — the 10-second verdict, the MoonshotScore, price and market value, the five questions with their receipts, and the records behind this page. Known dates and sources are recorded on their own rows; an em dash or UNRECORDED tier preserves a stored observation without inventing either. The quarterly income statement is provider-standardized (FMP) under one row, and scale definitions — a 0-100 rating, the band ladder, the Piotroski 0–9 range — are fixed rather than measured. No number in those sections was generated by a model. The register does not cover quoted third-party headlines, the dated council readings, or the Frequently Asked Questions; each of those says where it came from where it stands.
"As of" is the date the value is true for where the source carries one — a quarter end, a filing date, a price close, the day the score was computed. A cached observation with no source date remains undated; the page publication date is not used as a substitute.
OFFICIAL — 2 facts from SEC filings and earnings calls
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
prod.outlook | Management outlook — call excerpts | Aidan Viggiano (Aug 6, 2026): In addition, we continue to expect full year non-GAAP gross profit growth to be similar to our organic revenue growth rate. Aidan Viggiano (Aug 6, 2026): For Q3, we expect non-GAAP income from operations of $285 million to $295 million. | OFFICIAL | Company earnings call, transcript via Financial Modeling Prep (FMP) — Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording. | |
id.hq | SEC filing business address | 101 Spear Street, Suite 500, San Francisco, CA, 94105 | OFFICIAL | SEC EDGAR filer business address — The SEC filer business address. Our market-data provider separately lists "101 Spear Street, San Francisco, CA, 94105, US". |
FMP — 73 facts from Financial Modeling Prep endpoint families
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
earn.next | Next earnings date | Oct 29, 2026 | FMP | Financial Modeling Prep (FMP) earnings calendar — The date is our provider's estimate until the company confirms it. | |
px.last | Latest provided price | $294.58 | FMP | Financial Modeling Prep (FMP) · quote — Dated to the US trading session the price belongs to, derived from the quote record's timestamp (weekend and pre-open reads roll back to the previous weekday; exchange holidays are not modelled). The record does not establish an exchange execution time. Retrieved 2026-10-04T04:54:25.007Z. | |
px.change | Change on the day | -2.22% | FMP | Financial Modeling Prep (FMP) · quote | |
px.mcap | Market capitalisation | $44.7B | FMP | Financial Modeling Prep (FMP) · quote — Date unknown Market cap record date: 2026-10-02. FMP quote timestamp: 2026-10-02T20:00:02.000Z. Captured from FMP at 2026-10-04T04:54:23.515Z. No share-count basis is inferred; this page preserves the reported amount instead of recalculating it from shares. | |
px.change_abs | Change on the day, in dollars | −$6.69 | FMP | Financial Modeling Prep (FMP) · quote | |
fin.q_revenue | Revenue, Q2 FY2026 | $1.50B | FMP | Financial Modeling Prep (FMP) · income statement (quarterly) | |
px.pe | Price / earnings (trailing) | 39.17 | FMP | Financial Modeling Prep (FMP) · quote | |
px.volume | Shares traded on the day | 3.67M | FMP | Financial Modeling Prep (FMP) · quote | |
px.beta | Beta | 1.41 | FMP | Financial Modeling Prep (FMP) company profile | |
id.ceo | Chief executive | Khozema Z. Shipchandler | FMP | Financial Modeling Prep (FMP) key executives (proxy-derived) — Titles and pay come from the company's proxy statement as our provider parsed it. | |
id.employees | Employees | 5,587 | FMP | Financial Modeling Prep (FMP) employee count, from the company's filing | |
fin.annual | Revenue and net result by fiscal year | 5 fiscal years, FY2021 through FY2025: FY2021 revenue $2.84B, net result −$949.90M; FY2022 revenue $3.83B, net result −$1.26B; FY2023 revenue $4.15B, net result −$1.02B; FY2024 revenue $4.46B, net result −$109.40M; FY2025 revenue $5.07B, net result $33.83M | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements | |
fin.rev_mix | Reported revenue segments | Segment $303.25M · Messaging $2.88B · Other Communications $746.54M | FMP | Financial Modeling Prep (FMP) revenue segmentation, from the company's 10-K | |
fin.gross_margin | Gross margin (trailing twelve months) | 48.5% | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero. | |
fin.q_table.depth.2026-06-30.revenue_k | Revenue — period end 2026-06-30 | $1.50B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-06-30.rd_k | R&D — period end 2026-06-30 | $273.32M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-06-30.sga_k | SG&A — period end 2026-06-30 | $335.23M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-06-30.operating_result_k | FMP standardized operating result — period end 2026-06-30 | $84.55M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.revenue_k | Revenue — period end 2026-03-31 | $1.41B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.rd_k | R&D — period end 2026-03-31 | $262.17M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.sga_k | SG&A — period end 2026-03-31 | $314.41M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.operating_result_k | FMP standardized operating result — period end 2026-03-31 | $107.67M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.revenue_k | Revenue — period end 2025-12-31 | $1.37B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.rd_k | R&D — period end 2025-12-31 | $260.06M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.sga_k | SG&A — period end 2025-12-31 | $283.02M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.operating_result_k | FMP standardized operating result — period end 2025-12-31 | $73.66M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.revenue_k | Revenue — period end 2025-09-30 | $1.30B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.rd_k | R&D — period end 2025-09-30 | $262.31M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.sga_k | SG&A — period end 2025-09-30 | $328.82M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.operating_result_k | FMP standardized operating result — period end 2025-09-30 | $40.95M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
earn.history.depth.2026-08-06.revenue_actual | Revenue · reported — report date 2026-08-06 | $1.50B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-08-06.revenue_estimated | Revenue · estimate — report date 2026-08-06 | $1.43B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-08-06.eps_actual | EPS · reported — report date 2026-08-06 | $1.4700 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-08-06.eps_estimated | EPS · estimate — report date 2026-08-06 | $1.3200 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-30.revenue_actual | Revenue · reported — report date 2026-04-30 | $1.41B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-30.revenue_estimated | Revenue · estimate — report date 2026-04-30 | $1.34B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-30.eps_actual | EPS · reported — report date 2026-04-30 | $1.5000 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-30.eps_estimated | EPS · estimate — report date 2026-04-30 | $1.2700 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-12.revenue_actual | Revenue · reported — report date 2026-02-12 | $1.37B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-12.revenue_estimated | Revenue · estimate — report date 2026-02-12 | $1.32B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-12.eps_actual | EPS · reported — report date 2026-02-12 | $1.3300 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-12.eps_estimated | EPS · estimate — report date 2026-02-12 | $1.2300 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-30.revenue_actual | Revenue · reported — report date 2025-10-30 | $1.30B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-30.revenue_estimated | Revenue · estimate — report date 2025-10-30 | $1.25B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-30.eps_actual | EPS · reported — report date 2025-10-30 | $1.2500 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-30.eps_estimated | EPS · estimate — report date 2025-10-30 | $1.0700 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
fin.q_table | Quarterly income statement | 4 quarters through Q2 FY2026 | FMP | Financial Modeling Prep (FMP) · income statement (quarterly), as filed | |
fin.cash_investments | Cash and short-term investments | $2.66B | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. | |
fin.opcf_latest | Latest-quarter operating cash flow | $372.39M | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Period end: 2026-06-30. Negative operating cash flow means cash used. This figure is not a cash-runway estimate. | |
fin.long_term_investments | Long-term investments (classification unverified) | $250.53M | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | |
fin.total_debt | Total debt | $1.07B | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | |
fin.price_to_book | Price to book value | 5.01× | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero. | |
fin.opcf.depth.2026-06-30.operating_cash_flow_m | Operating cash flow — period end 2026-06-30 | $372.39M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-03-31.operating_cash_flow_m | Operating cash flow — period end 2026-03-31 | $153.21M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-06-30.capex_m | Capital expenditure (reported) — period end 2026-06-30 | $13.64M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-03-31.capex_m | Capital expenditure (reported) — period end 2026-03-31 | −$20.86M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-12-31.operating_cash_flow_m | Operating cash flow — period end 2025-12-31 | $307.15M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-12-31.capex_m | Capital expenditure (reported) — period end 2025-12-31 | $36.52M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-09-30.operating_cash_flow_m | Operating cash flow — period end 2025-09-30 | $263.56M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-09-30.capex_m | Capital expenditure (reported) — period end 2025-09-30 | −$16.05M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
earn.pt_range | Analyst price target, low to high | $192.00 – $330.00 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 4, 2026 · Coverage not supplied | |
earn.pt_consensus | Consensus analyst price target | $254.65 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 4, 2026 · Coverage not supplied | |
earn.pt_median | Median analyst price target | $255.00 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 4, 2026 · Coverage not supplied | |
own.insiders | Insider transactions via FMP | 60 transactions · 0 purchases, 43 sales, 17 other transactions · 11 identified insiders · of the newest 60 records, those within the last 180 days, newest dated Sep 30, 2026 | FMP | Financial Modeling Prep (FMP), carrying Form 4 transaction records — Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent. | |
own.institutions.depth.ownership_pct | Institutional ownership | 91.5% | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026 | |
own.institutions.depth.ownership_pct_previous_quarter | Previous quarter · ownership | 89.3% | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026 | |
own.institutions.depth.holders | Reporting holders | 1,030 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026 | |
own.institutions.depth.holders_previous_quarter | Previous quarter · holders | 863 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026 | |
own.top_holders.depth.holder_0.shares | Blackrock, INC. — shares in provider snapshot | 16,630,023 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_1.shares | Jpmorgan Chase & Co — shares in provider snapshot | 12,224,027 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_2.shares | Fmr LLC — shares in provider snapshot | 11,273,330 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_3.shares | Vanguard Portfolio Management LLC — shares in provider snapshot | 7,643,548 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_4.shares | Vanguard Capital Management LLC — shares in provider snapshot | 6,849,553 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. |
UNRECORDED — 3 facts from stored observations whose source was not recorded
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
earn.history | Reported versus estimated, recent quarters | EPS beat 8 of 8 | UNRECORDED | Stored earnings-history observation — Captured 2026-10-04 | |
fin.scores | Distress and quality screens | Altman Z 14.34 · Piotroski F 5 | UNRECORDED | Stored financial-scores observation — Captured 2026-10-04 | |
px.range52 | 52-week range | $102.88 – $305.95 | UNRECORDED | Stored company-profile observation — Captured 2026-10-04 |
COMPUTED — 3 facts from our arithmetic, formula restated
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
fin.mcap_to_cash | Market value per dollar of cash and short-term investments | 16.83× | — | COMPUTED | Computed on this page from the figures above — The market capitalisation printed on this page divided by cash and short-term investments of $2.66B at Jun 30, 2026. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. Market cap record date: 2026-10-02. Balance-sheet reference date: 2026-06-30. The inputs do not establish a single common source date for this ratio. |
earn.history.depth.2026-08-06.revenue_actual.comparison | Latest report · revenue vs estimate | Above estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported revenue ($1.50B) with the recorded estimate ($1.43B) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
earn.history.depth.2026-08-06.eps_actual.comparison | Latest report · EPS vs estimate | Above estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported EPS ($1.4700) with the recorded estimate ($1.3200) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
OURS — 3 facts from Stock Expert AI's own score and rank
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
ours.moonshot | MoonshotScore v2 | 92 of 100 · Exceptional · pillars 64 / 87 / 32 / 96 / 99 | OURS | Stock Expert AI MoonshotScore v2 engine | |
ours.valuation_driver | Recorded valuation score driver | Enterprise value relative to EBITDA is the main valuation drag relative to sector peers. | OURS | Stock Expert AI MoonshotScore v2 engine · stored factor contributions | |
ours.moonshot_change | MoonshotScore movement | 92 (stored snapshot Oct 3, 2026) → 92 (current publication computed Oct 4, 2026) (0) | OURS | Stock Expert AI current score publication and immutable score snapshots |
Fact-family notes
- Quarterly statement note. Source series as of 2026-06-30. USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow. Applies to Fact IDs:
fin.q_table.depth.2026-06-30.revenue_k,fin.q_table.depth.2026-06-30.rd_k,fin.q_table.depth.2026-06-30.sga_k,fin.q_table.depth.2026-06-30.operating_result_k,fin.q_table.depth.2026-03-31.revenue_k,fin.q_table.depth.2026-03-31.rd_k,fin.q_table.depth.2026-03-31.sga_k,fin.q_table.depth.2026-03-31.operating_result_k,fin.q_table.depth.2025-12-31.revenue_k,fin.q_table.depth.2025-12-31.rd_k,fin.q_table.depth.2025-12-31.sga_k,fin.q_table.depth.2025-12-31.operating_result_k,fin.q_table.depth.2025-09-30.revenue_k,fin.q_table.depth.2025-09-30.rd_k,fin.q_table.depth.2025-09-30.sga_k,fin.q_table.depth.2025-09-30.operating_result_k. - Earnings-history note. Source series as of 2026-08-06. Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined. Applies to Fact IDs:
earn.history.depth.2026-08-06.revenue_actual,earn.history.depth.2026-08-06.revenue_estimated,earn.history.depth.2026-08-06.revenue_actual.comparison,earn.history.depth.2026-08-06.eps_actual.comparison,earn.history.depth.2026-08-06.eps_actual,earn.history.depth.2026-08-06.eps_estimated,earn.history.depth.2026-04-30.revenue_actual,earn.history.depth.2026-04-30.revenue_estimated,earn.history.depth.2026-04-30.eps_actual,earn.history.depth.2026-04-30.eps_estimated,earn.history.depth.2026-02-12.revenue_actual,earn.history.depth.2026-02-12.revenue_estimated,earn.history.depth.2026-02-12.eps_actual,earn.history.depth.2026-02-12.eps_estimated,earn.history.depth.2025-10-30.revenue_actual,earn.history.depth.2025-10-30.revenue_estimated,earn.history.depth.2025-10-30.eps_actual,earn.history.depth.2025-10-30.eps_estimated. - Cash-flow note. Source series as of 2026-06-30. USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway. Applies to Fact IDs:
fin.opcf.depth.2026-06-30.operating_cash_flow_m,fin.opcf.depth.2026-03-31.operating_cash_flow_m,fin.opcf.depth.2026-06-30.capex_m,fin.opcf.depth.2026-03-31.capex_m,fin.opcf.depth.2025-12-31.operating_cash_flow_m,fin.opcf.depth.2025-12-31.capex_m,fin.opcf.depth.2025-09-30.operating_cash_flow_m,fin.opcf.depth.2025-09-30.capex_m.
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Sources used for research written 2026-09-12
Historical evidence preserved with this analysis. Current figures are listed separately above.
| Evidence | Captured value | Source date | Source type | Source |
|---|---|---|---|---|
| Business description | Twilio Inc. offers a comprehensive cloud-based communications platform, empowering developers to build, scale, and manage customer engagement features directly within their software applications across both U.S. and international markets. Central to its customer engagement solution is a robust suite of application programming interfaces (APIs). These APIs streamline the complex communication logic required for various customer interactions and enable developers to seamlessly integrate voice, messaging, video, and email functionalities into their applications. Established in 2008, Twilio's corporate headquarters are located in San Francisco, California. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) company profile |
| Revenue by segment | Segment: $303.25M; Messaging: $2.88B; Other Communications: $746.54M | 2025-12-31 | FMP | Financial Modeling Prep (FMP) revenue segmentation, from the company's 10-K |
| Quarterly income statement (USD thousands) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements |
| Operating cash flow by quarter (USD millions) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements |
| Sector / industry (provider taxonomy) | Technology / Software - Infrastructure The company's SEC filings classify it under SIC 7372 — Services-Prepackaged Software. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) company profile |
| Annual revenue and net result (USD millions) | Captured record · 5 entries
| 2025-12-31 | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements |
| Reported versus estimated, last 8 quarters | Captured record · 8 entries
| 2026-08-06 | FMP | Financial Modeling Prep (FMP) earnings |
| Management outlook — dated call excerpts | Captured record · 2 entries
Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording. | 2026-08-06 | OFFICIAL | Company earnings call, transcript via Financial Modeling Prep (FMP) |
| Cash, investments and debt | Total debt: $1.07B; Liquidity basis: cash and short-term investments; Total liabilities: $1.86B; Cash and short-term investments: $2.66B; Cash and investments: $2.91B; Long-term investments: $250.53M; Long-term investments classification: unclassified Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's balance sheet |
| Cash and investment components | Total basis: cash short and long-term investments; Total: $2.91B; Cash and short-term investments: $2.66B; Long-term investments: $250.50M; Long-term investments classification: unclassified Sums the balance sheet's cash and short-term investments with its long-term investments.; The long-term investment field does not establish marketability; the sum is not a measure of available liquidity.; These provider fields do not establish investment access restrictions or explain differences from third-party cash figures. | 2026-06-30 | COMPUTED | Computed from the balance sheet |
| Cash and short-term investments over time (USD millions) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's quarterly balance sheets |
| Cash decline over the reported window | To: 2026-06-30; From: 2024-09-30; Periods: 7; Cash basis: cash and short-term investments; Closing balance: $2.66B; Decline: $41.90M; Opening balance: $2.70B; Average change per period: $6.00M Change in cash, cash equivalents and short-term investments between the 2024-09-30 and 2026-06-30 balance sheets.; This is a balance change, not operating burn: financing and investing move it too.; Averaged over 7 reporting periods of unequal length. | 2026-06-30 | COMPUTED | Computed from reported balances |
| Cash against market value | As of: 2026-06-30; Cash basis: cash and short-term investments; Net cash: $1.59B; Total debt: $1.07B; Cash and investments: $2.66B Price-based multiples captured at research time are not repeated here; the page shows each once, from current figures with their own dates. Cash is the latest reported cash and short-term investment balance; long-term investments are excluded. Market capitalization is the latest provider value.; The reported balance does not establish unrestricted availability or liquidation value.; The two are measured on different dates — the balance sheet is a quarter-end, the market cap is a recent close.; Debt is total debt as reported, including operating lease liabilities where the filer includes them. | 2026-06-30 | COMPUTED | Computed from the balance sheet and the latest market capitalization |
| Trailing twelve-month ratio set | Quick ratio: 4.62; Current ratio: 4.62; Debt to equity: 0.12; Net margin: 20.6%; Gross margin: 48.5%; Operating margin: 5.5%; Return on assets: 10.6%; Return on equity: 14.1% Price-based multiples captured at research time are not repeated here; the page shows each once, from current figures with their own dates. A ratio our provider could not compute is absent rather than shown as zero. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm |
| Distress and quality screens | Altman Z-score: 11.23; Piotroski F-score: 5 Altman Z below 1.8 is the conventional distress zone. The screen is built for manufacturers and industrials; for banks, insurers and property companies it is not a meaningful reading. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) financial scores |
| Next earnings report | Date: 2026-10-29; EPS estimate: $1.45 per share; Revenue estimate: $1.51B The date is our provider's estimate until the company confirms it. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) earnings calendar |
| Analyst revenue and earnings estimates (average) | Captured record · 4 entries
| 2026-09-12 | FMP | Financial Modeling Prep (FMP) analyst estimates |
Data provided for informational purposes only.
ETFs that hold TWLO
Funds in our ETF coverage that list TWLO among the top 10 holdings on their fund page, largest weight first. Each weight is the fund's reported holding weight as of the date in its row.
| ETF | Weight | Holdings as of |
|---|---|---|
| AdvisorShares New Tech and Media ETF (FNG) | 3.91% | |
| Invesco S&P MidCap Quality ETF (XMHQ) | 2.43% |