Twilio Inc. (TWLO)Technology | Software - Infrastructure | San Francisco, United States | NYSE
218.24 USD
+3.68
(1.715%)
⇧
(July 13, 2026, 4 p.m.
EDT)
After hours: 217.30 -0.94 (-0.940%) ⇩ (July 13, 2026, 7:46 p.m. EDT) |
Hot Take ↕ | July 11, 2026, 3:41 a.m. EDT
Twilio presents a compelling turnaround story with revenue growing 20% and earnings surging 375% year-over-year, underpinned by a strong balance sheet that holds net cash. The nine-year price trajectory confirms a massive rebound from the 2022 lows, with the latest annual return surging nearly 100%. While the trailing price-to-earnings ratio appears inflated due to past earnings compression, the forward multiple of 32 times reflects the market's pricing in this turnaround. Short-term momentum is accelerating, with the stock trading well above its 200-day average and options activity clustering around the $220 to $225 resistance zone. However, the weak statistical forecast confidence and recent insider sales suggest caution on the immediate upside, even as the long-term fundamentals remain robust. |
| Model | MAE |
|---|---|
| AutoTheta ✓ | 0.056055 |
| AutoETS | 0.064079 |
| MSTL | 0.068545 |
| AutoARIMA | 0.171042 |
Forecast horizon: 45 days | Selected: AutoTheta
| Forecast Reliability | |
|---|---|
| Score | 34% |
| H-stat | 6.24 |
| Ljung-Box p | 0.000 |
| Jarque-Bera p | 0.484 |
| Excess Kurtosis | -0.09 |
| Attribute | Value |
|---|---|
| Sector | Technology |
| Debt to Equity Ratio | 13.722 |
| Revenue per Share | 34.707 |
| Market Cap | 33,123,127,296 |
| Trailing P/E | 325.73 |
| Forward P/E | 32.84 |
| Beta | 1.36 |
| Profit Margins | 1.96% |
| Website | https://www.twilio.com |
As of July 11, 2026, 3:41 a.m. EDT: Implied volatility remains elevated across expiries, ranging from 57% to 78% at the money. Call open interest clusters heavily around the $220 to $225 strike range, indicating bullish positioning near current resistance. Put open interest is concentrated at lower strikes ($140 to $200), with notable volume spikes at the $220 strike suggesting hedging activity. Speculators are positioning for continued upside while maintaining downside protection.
| Attribute | Value |
|---|---|
| 52 Week Change | 0.8109386 |
| Address1 | 101 Spear Street |
| Address2 | Fifth Floor |
| All Time High | 457.3 |
| All Time Low | 22.8 |
| Ask | 220.0 |
| Ask Size | 300 |
| Audit Risk | 1 |
| Average Analyst Rating | 1.6 - Buy |
| Average Daily Volume10 Day | 1,771,340 |
| Average Daily Volume3 Month | 2,655,291 |
| Average Volume | 2,655,291 |
| Average Volume10Days | 1,771,340 |
| Beta | 1.362 |
| Bid | 215.86 |
| Bid Size | 200 |
| Board Risk | 3 |
| Book Value | 51.175 |
| City | San Francisco |
| Compensation As Of Epoch Date | 1,767,139,200 |
| Compensation Risk | 4 |
| Country | United States |
| Crypto Tradeable | 0 |
| Currency | USD |
| Current Price | 218.24 |
| Current Ratio | 4.656 |
| Custom Price Alert Confidence | HIGH |
| Date Short Interest | 1,782,777,600 |
| Day High | 220.15 |
| Day Low | 208.99 |
| Debt To Equity | 13.722 |
| Display Name | Twilio |
| Earnings Call Timestamp End | 1,777,582,800 |
| Earnings Call Timestamp Start | 1,777,582,800 |
| Earnings Growth | 3.75 |
| Earnings Quarterly Growth | 3.503 |
| Earnings Timestamp | 1,777,579,200 |
| Earnings Timestamp End | 1,777,579,200 |
| Earnings Timestamp Start | 1,777,579,200 |
| Ebitda | 439,796,992 |
| Ebitda Margins | 0.08295 |
| Enterprise To Ebitda | 72.408 |
| Enterprise To Revenue | 6.007 |
| Enterprise Value | 31,844,997,120 |
| Eps Current Year | 5.71213 |
| Eps Forward | 6.6456 |
| Eps Trailing Twelve Months | 0.67 |
| Esg Populated | 0 |
| Exchange | NYQ |
| Exchange Data Delayed By | 0 |
| Exchange Timezone Name | America/New_York |
| Exchange Timezone Short Name | EDT |
| Fifty Day Average | 198.2244 |
| Fifty Day Average Change | 20.01561 |
| Fifty Day Average Change Percent | 0.1009745 |
| Fifty Two Week Change Percent | 81.09386 |
| Fifty Two Week High | 238.48 |
| Fifty Two Week High Change | -20.23999 |
| Fifty Two Week High Change Percent | -0.08487081 |
| Fifty Two Week Low | 91.84 |
| Fifty Two Week Low Change | 126.40001 |
| Fifty Two Week Low Change Percent | 1.3763068 |
| Fifty Two Week Range | 91.84 - 238.48 |
| Financial Currency | USD |
| First Trade Date Milliseconds | 1,466,688,600,000 |
| Float Shares | 151,095,431 |
| Forward Eps | 6.6456 |
| Forward P E | 32.839775 |
| Free Cashflow | 879,865,344 |
| Full Exchange Name | NYSE |
| Full Time Employees | 5,558 |
| Gmt Off Set Milliseconds | -14,400,000 |
| Governance Epoch Date | 1,782,864,000 |
| Gross Margins | 0.48719 |
| Gross Profits | 2,582,917,120 |
| Has Pre Post Market Data | 1 |
| Held Percent Insiders | 0.00127 |
| Held Percent Institutions | 0.94241995 |
| Implied Shares Outstanding | 151,773,860 |
| Industry | Software - Infrastructure |
| Industry Disp | Software - Infrastructure |
| Industry Key | software-infrastructure |
| Is Earnings Date Estimate | 0 |
| Language | en-US |
| Last Fiscal Year End | 1,767,139,200 |
| Long Business 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. |
| Long Name | Twilio Inc. |
| Market | us_market |
| Market Cap | 33,123,127,296 |
| Market State | POSTPOST |
| Max Age | 86,400 |
| Message Board Id | finmb_53507768 |
| Most Recent Quarter | 1,774,915,200 |
| Net Income To Common | 103,956,000 |
| Next Fiscal Year End | 1,798,675,200 |
| Non Diluted Market Cap | 32,564,599,401 |
| Number Of Analyst Opinions | 31 |
| Open | 213.23 |
| Operating Cashflow | 965,408,000 |
| Operating Margins | 0.07653 |
| Overall Risk | 3 |
| Payout Ratio | 0.0 |
| Peg Ratio | 0.39 |
| Phone | 415 390 2337 |
| Post Market Change | -0.94000244 |
| Post Market Change Percent | -0.43071958 |
| Post Market Price | 217.3 |
| Post Market Time | 1,783,986,360 |
| Previous Close | 214.56 |
| Price Eps Current Year | 38.206413 |
| Price Hint | 2 |
| Price To Book | 4.2645826 |
| Price To Sales Trailing12 Months | 6.2476854 |
| Profit Margins | 0.019609999 |
| Quick Ratio | 4.129 |
| Quote Source Name | Delayed Quote |
| Quote Type | EQUITY |
| Recommendation Key | buy |
| Recommendation Mean | 1.625 |
| Region | US |
| Regular Market Change | 3.68001 |
| Regular Market Change Percent | 1.71514 |
| Regular Market Day High | 220.15 |
| Regular Market Day Low | 208.99 |
| Regular Market Day Range | 208.99 - 220.15 |
| Regular Market Open | 213.23 |
| Regular Market Previous Close | 214.56 |
| Regular Market Price | 218.24 |
| Regular Market Time | 1,783,972,802 |
| Regular Market Volume | 1,902,696 |
| Return On Assets | 0.01674 |
| Return On Equity | 0.01317 |
| Revenue Growth | 0.2 |
| Revenue Per Share | 34.707 |
| Sand P52 Week Change | 0.20847368 |
| Sector | Technology |
| Sector Disp | Technology |
| Sector Key | technology |
| Share Holder Rights Risk | 5 |
| Shares Outstanding | 151,773,860 |
| Shares Percent Shares Out | 0.029000001 |
| Shares Short | 4,396,191 |
| Shares Short Previous Month Date | 1,780,012,800 |
| Shares Short Prior Month | 5,481,335 |
| Short Name | Twilio Inc. |
| Short Percent Of Float | 0.0375 |
| Short Ratio | 1.62 |
| Source Interval | 15 |
| State | CA |
| Symbol | TWLO |
| Target High Price | 300.0 |
| Target Low Price | 120.0 |
| Target Mean Price | 205.24065 |
| Target Median Price | 200.0 |
| Total Cash | 2,346,262,016 |
| Total Cash Per Share | 15.459 |
| Total Debt | 1,068,131,008 |
| Total Revenue | 5,301,663,744 |
| Tradeable | 0 |
| Trailing Annual Dividend Rate | 0.0 |
| Trailing Annual Dividend Yield | 0.0 |
| Trailing Eps | 0.67 |
| Trailing P E | 325.73135 |
| Trailing Peg Ratio | 0.3945 |
| Triggerable | 1 |
| Two Hundred Day Average | 142.62625 |
| Two Hundred Day Average Change | 75.613754 |
| Two Hundred Day Average Change Percent | 0.53015316 |
| Type Disp | Equity |
| Volume | 1,902,696 |
| Website | https://www.twilio.com |
| Zip | 94,105 |