Twilio Inc. (TWLO)

TWLO price $261.80 +8.17 +3.22%

Ticker
TWLO
Price
$261.80
Change
+8.17 +3.22%
Market cap ?
$40.21B
P/E ?
35.46
Forward P/E ?
44.14
Dividend yield ?
0.00%
Sector
Technology
Industry
Software - Infrastructure
Stocklytics score
54
Value
33
Quality
62
Growth
68

Stocklytics score rationale: value 33, quality 62, growth 68.

Financials

2016201720182019202020212022202320242025
2773350003990200006500670001134468000176177600028418390003826321000415394500044580360005067220000

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…

Fair value

TWLO fair value $157.50 versus price $261.80 (-39.84%).

Fair value is an estimate of what one share is worth if future cash flows arrive as modeled. It is not a forecast of the share price. How discounted cash flow works.

Second opinion (external DCF): $140.66.

Compare TWLO

Earnings

DateEPS actualEPS estimateRevenueRevenue estimate
2026-10-29—1.47—1.52B
2026-08-061.471.321.50B1.43B
2026-04-301.501.271.41B1.34B
2026-02-121.331.231.37B1.32B
2025-10-301.251.071.30B1.25B
2025-08-071.191.051.23B1.19B
2025-05-011.140.961.17B1.14B
2025-02-131.000.991.19B1.18B
2024-10-301.020.861.13B1.09B
2024-08-010.870.731.08B1.06B
2024-05-070.800.591.05B1.03B
2024-02-140.860.571.08B1.04B
2023-11-080.580.351.03B988.23M
2023-08-080.540.291.04B985.96M
2023-05-090.470.201.01B1.00B
2023-02-150.22-0.091.02B1.00B
2022-11-03-0.27-0.39983.03M973.63M
2022-08-04-0.11-0.20943.35M921.61M
2022-05-04-1.23-0.22875.36M865.91M
2022-02-09-0.20-0.21842.74M771.30M
2021-10-270.01-0.15740.18M679.11M
2021-07-29-0.11-0.14668.93M598.37M
2021-05-050.05-0.10589.99M533.85M
2021-02-170.04-0.08548.09M454.11M
2020-10-260.04-0.05447.97M223.98M
2020-08-040.09-0.09400.85M400.85M
2020-05-060.06-0.11364.87M668.92M
2020-02-050.040.01331.22M165.61M
2019-10-300.030.01295.07M98.36M
2019-07-310.030.03275.04M275.04M
2019-04-300.050.01233.14M46.63M
2019-02-120.040.04204.30M204.30M
2018-11-060.070.02168.90M48.26M
2018-08-060.03-0.06147.75M246.33M
2018-05-08-0.04-0.07129.12M225.93M
2018-02-13-0.03-0.06115.24M230.40M
2017-11-08-0.08-0.08100.54M100.50M
2017-08-07-0.05-0.1195.87M210.98M
2017-05-02-0.04-0.0787.37M131.10M
2017-02-07-0.14-0.0581.95M69.30M

Dividends

Yield 0.00%. Payout ratio 0.00%. Frequency —.

Safety score 37/100 · Watch. Payout ratio is 0% of earnings. Free-cash-flow coverage is not available, so this part stays neutral. No dividend history was found. There is no dividend yield.

Ex-dateDividendRecordPaymentFrequency
No data yet.

Insider trades

DateInsiderActionSharesPriceValue
2026-10-05Shipchandler KhozemaSell1.93K$288.02557.04K
2026-10-05Shipchandler KhozemaSell1.90K$289.13549.35K
2026-10-05Shipchandler KhozemaSell5.16K$290.241.50M
2026-10-05Shipchandler KhozemaSell501$291.47146.03K
2026-10-05Shipchandler KhozemaSell800$292.33233.86K
2026-10-05Shipchandler KhozemaSell1.60K$293.14469.02K
2026-10-05Shipchandler KhozemaSell2.55K$294.53751.35K
2026-09-30Viggiano AidanSell100$289.6828.97K
2026-09-30Viggiano AidanSell500$291.35145.67K
2026-09-30Viggiano AidanSell380$292.17111.02K
2026-09-30Viggiano AidanSell750$293.42220.06K
2026-09-30Viggiano AidanSell3.50K$294.531.03M
2026-09-30Viggiano AidanSell2.74K$295.60809.94K
2026-09-30Viggiano AidanSell1.11K$296.34328.93K
2026-09-30Shipchandler KhozemaSell260$289.9875.39K
2026-09-30Shipchandler KhozemaSell1.06K$291.15308.62K
2026-09-30Shipchandler KhozemaSell1.45K$292.10423.55K
2026-09-30Shipchandler KhozemaSell2.33K$293.44683.72K
2026-09-30Shipchandler KhozemaSell5.17K$294.551.52M
2026-09-30Shipchandler KhozemaSell2.67K$295.56789.16K
2026-09-30Shipchandler KhozemaSell960$296.29284.44K
2026-09-15Stafman AndrewBuy345——
2026-09-15Suzuki MiyukiBuy341——
2026-09-15ROTTENBERG ERIKABuy344——
2026-09-15ROTTENBERG ERIKABuy344——
2026-09-15ROTTENBERG ERIKASell344——
2026-09-15Robinson Douglas A.Buy341——
2026-09-15PATRICK DEVAL LBuy337——
2026-09-15IMMELT JEFFREY RBuy352——
2026-09-15Epstein JeffBuy465——
2026-09-15Dubinsky DonnaBuy337——
2026-09-15Dubinsky DonnaBuy337——
2026-09-15Dubinsky DonnaSell337——
2026-09-15Bell Charles HBuy345——
2026-08-17Viggiano AidanSell610$233.32142.33K
2026-08-17Viggiano AidanSell310$234.3072.63K
2026-08-17Viggiano AidanSell304$234.9571.43K
2026-08-17Viggiano AidanSell170$238.1040.48K
2026-08-12Stafman AndrewSell500.00K$247.08123.54M
2026-08-10ROTTENBERG ERIKASell487$249.17121.34K
2026-08-10ROTTENBERG ERIKASell357$250.8389.55K
2026-08-10ROTTENBERG ERIKASell1.50K$251.74378.61K
2026-08-10ROTTENBERG ERIKASell628$252.55158.60K
2026-08-10ROTTENBERG ERIKASell190$253.5648.18K
2026-08-10ROTTENBERG ERIKASell334$254.7885.10K
2026-07-06Shipchandler KhozemaSell2.77K$206.99573.97K
2026-07-06Shipchandler KhozemaSell1.00K$208.48208.48K
2026-07-06Shipchandler KhozemaSell2.30K$210.08483.18K
2026-07-06Shipchandler KhozemaSell4.43K$211.26936.72K
2026-07-06Shipchandler KhozemaSell2.89K$212.36613.94K
2026-07-06Shipchandler KhozemaSell1.06K$213.25226.05K
2026-07-02Viggiano AidanSell8.53K$205.431.75M
2026-06-30Viggiano AidanSell1.34K$199.27267.03K
2026-06-30Viggiano AidanSell2.30K$200.28461.45K
2026-06-30Viggiano AidanSell2.78K$201.30559.41K
2026-06-30Viggiano AidanSell2.43K$202.97493.21K
2026-06-30Viggiano AidanSell240$203.6848.88K
2026-06-30Shipchandler KhozemaSell1.95K$199.24388.51K
2026-06-30Shipchandler KhozemaSell3.23K$200.20646.86K
2026-06-30Shipchandler KhozemaSell4.29K$201.26862.60K
2026-06-30Shipchandler KhozemaSell1.56K$202.49315.89K
2026-06-30Shipchandler KhozemaSell2.78K$203.15564.75K
2026-06-30Shipchandler KhozemaSell74$203.8815.09K
2026-06-15Stafman AndrewBuy399——
2026-06-15Suzuki MiyukiBuy396——
2026-06-15ROTTENBERG ERIKABuy398——
2026-06-15ROTTENBERG ERIKABuy398——
2026-06-15ROTTENBERG ERIKASell398——
2026-06-15Robinson Douglas A.Buy361——
2026-06-15PATRICK DEVAL LBuy391——
2026-06-15IMMELT JEFFREY RBuy408——
2026-06-15Epstein JeffBuy540——
2026-06-15Dubinsky DonnaBuy391——
2026-06-15Dubinsky DonnaBuy391——
2026-06-15Dubinsky DonnaSell391——
2026-06-15Bell Charles HBuy399——
2026-06-04Shipchandler KhozemaBuy44.16K$117.945.21M
2026-06-04Shipchandler KhozemaSell44.16K$235.8810.42M
2026-06-04Shipchandler KhozemaSell44.16K$117.945.21M
2026-05-27Stafman AndrewSell1.00M$184.14184.14M
2026-05-26Shipchandler KhozemaBuy32.16K$76.632.46M
2026-05-26Shipchandler KhozemaSell927$180.70167.51K
2026-05-26Shipchandler KhozemaSell2.08K$181.96379.21K
2026-05-26Shipchandler KhozemaSell2.68K$182.75489.23K
2026-05-26Shipchandler KhozemaSell3.99K$184.55735.62K
2026-05-26Shipchandler KhozemaSell4.52K$185.15837.62K
2026-05-26Shipchandler KhozemaSell4.72K$186.55880.32K
2026-05-26Shipchandler KhozemaSell8.77K$187.191.64M
2026-05-26Shipchandler KhozemaSell4.47K$188.00840.17K
2026-05-26Shipchandler KhozemaSell32.16K$76.632.46M
2026-05-19Viggiano AidanSell1.83K$200.00365.60K
2026-05-15Viggiano AidanSell476$196.7693.66K
2026-05-15Viggiano AidanSell900$197.80178.02K
2026-05-12Stafman AndrewSell675.00K$193.54130.64M
2026-05-04ROTTENBERG ERIKASell1.50K$185.32277.97K
2026-04-21ROTTENBERG ERIKASell1.58K$149.00236.16K
2026-04-21ROTTENBERG ERIKASell215$149.1832.07K
2026-04-06Shipchandler KhozemaSell2.80K$131.93369.41K
2026-04-06Shipchandler KhozemaSell5.32K$133.05707.18K
2026-04-06Shipchandler KhozemaSell5.50K$133.83736.07K

Institutional holders

Latest filed quarter: Q2 2026.

Institutions holding: 1.03K, holders +167 vs prior quarter. Ownership 91.53%.

HolderSharesChangeChange %Value
BLACKROCK, INC.16.63M23.87K+0.14%3.43B
JPMORGAN CHASE & CO12.22M2.85M+30.41%2.43B
FMR LLC11.27M-267.76K-2.32%2.33B
VANGUARD PORTFOLIO MANAGEMENT LLC7.64M-438.33K-5.42%1.58B
VANGUARD CAPITAL MANAGEMENT LLC6.85M60.57K+0.89%1.41B
STATE STREET CORP6.00M143.15K+2.44%1.24B
GEODE CAPITAL MANAGEMENT, LLC2.88M43.52K+1.54%591.75M
ALKEON CAPITAL MANAGEMENT LLC2.34M495.70K+26.94%481.92M
ROYAL BANK OF CANADA2.25M-1.01M-31.00%464.29M
PICTET ASSET MANAGEMENT HOLDING SA2.25M-83.84K-3.60%463.63M
JERICHO CAPITAL ASSET MANAGEMENT L.P.2.19M1.49M+214.33%452.37M
NORGES BANK1.94M1.94MNew399.36M
DURABLE CAPITAL PARTNERS LP1.85M1.85MNew380.92M
CAPITAL WORLD INVESTORS1.79M1.79MNew368.71M
MORGAN STANLEY1.73M-132.97K-7.13%357.39M
NORTHERN TRUST CORP1.70M-100.94K-5.61%350.55M
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC1.58M101.70K+6.90%325.07M
DIMENSIONAL FUND ADVISORS LP1.44M-58.90K-3.94%296.02M
NORDEA INVESTMENT MANAGEMENT AB1.27M84.26K+7.10%253.17M
POLAR CAPITAL HOLDINGS PLC1.20M1.02M+550.52%248.62M
GOLDMAN SACHS GROUP INC1.16M270.66K+30.43%239.39M
AMUNDI1.15M259.76K+29.15%237.44M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1.13M-10.74K-0.94%232.60M
SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P.1.13M1.13MNew232.60M
SRS INVESTMENT MANAGEMENT, LLC1.08M-988.73K-47.89%221.95M

Insights

Revenue by product
PeriodValue
FY2022Communication: 3251240000.0, Other Communications: 376650000.0, Product and Service, Other: 133604000.0, Software: 441477000.0
FY2023Communications Segment: 3858693000.0
FY2024Communications Segment: 4160340000.0
FY2025Messaging: 2878304000.0, Other Communications: 746541000.0, Segment: 303250000.0
Revenue by region
PeriodValue
FY2016Non Us: 43413000.0, U: 233922000.0
FY2017Non Us: 90408000.0, U: 308612000.0
FY2018Non Us: 165258000.0, U: 484809000.0
FY2019Non-US: 325611000.0, UNITED STATES: 808857000.0
FY2020Non-US: 479563000.0, UNITED STATES: 1282213000.0
FY2021Non-US: 959966000.0, UNITED STATES: 1881873000.0
FY2022Non-US: 1315796000.0, UNITED STATES: 2510525000.0
FY2023Non-US: 1396475000.0, UNITED STATES: 2757470000.0
FY2024Non-US: 1559980000.0, UNITED STATES: 2898056000.0
FY2025Non-US: 1820357000.0, UNITED STATES: 3246863000.0

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