Twilio Inc.
TWLO
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Bull / bear case
Site-generated summary from fundamentals, news, and score — not investment advice. As of 2026-10-08.
- Twilio's strong earnings growth of 46.7% indicates robust demand for its communication solutions, positioning it well in a competitive tech landscape.
- Revenue increased by 7% compared to the prior quarter, reaching $1.5 billion.
- The company has a strong recommendation of 'buy' with a score of 44.00, reflecting positive market sentiment.
- Despite revenue growth, Twilio has faced challenges with profitability, as indicated by a negative operating margin of -9.4% in 2023.
- The company reported a net income loss of $1.02 billion in 2023, highlighting ongoing financial struggles.
- The current ratio stands at 4.62, suggesting potential liquidity concerns despite a high level of cash flow.
Fundamentals
| Market cap | $42.35B | Enterprise value | $40.76B | Trailing P/E | 38.14 | Forward P/E | 40.56 |
| PEG | 0.42 | Price / book | 4.72 | Beta | 1.36 | Dividend yield | 0.00% |
| Revenue growth | 22.0% | Earnings growth | 4671.5% | Gross margin | 48.6% | Operating margin | 7.8% |
| Profit margin | 20.6% | ROE | 13.5% | ROA | 2.1% | Debt / equity | 0.12 |
| Current ratio | 4.62 | Free cash flow | $954.68M | Analyst recommendation | buy | Mean target | $265.71 |
| 52w high | $308.40 | 52w low | $104.50 |
Quarterly
| 2026-Q2 | 2026-Q1 | 2025-Q4 | 2025-Q3 | 2025-Q2 | |
|---|---|---|---|---|---|
| Revenue | $1.5B | $1.4B | $1.4B | $1.3B | $1.2B |
| Op margin | 7.8% | 7.7% | 5.4% | 3.1% | 3.0% |
| Net income | $1.1B | $90.1M | -$45.9M | $37.2M | $22.4M |
| Gross margin | 48.4% | 48.6% | 48.5% | 48.6% | 49.1% |
| Gross profit | $726M | $684M | $662M | $632M | $603M |
| Operating income | $117M | $108M | $73.7M | $40.9M | $37.0M |
- Revenue +7% vs prior quarter ($1.5B vs $1.4B).
- Gross margin 48.4% (was 48.6% prior quarter).
Yearly (6y)
| 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
| Revenue | $5.1B | $4.5B | $4.2B | $3.8B |
| Op margin | 3.4% | -0.9% | -9.4% | -26.9% |
| Net income | $33.8M | -$109M | -$1.0B | -$1.3B |
| Gross margin | 48.9% | 51.1% | 49.2% | 47.4% |
| Gross profit | $2.5B | $2.3B | $2.0B | $1.8B |
| Operating income | $175M | -$40.4M | -$390M | -$1.0B |
No flags
• No distress or material-risk keywords in recent headlines (keyword scan only — not a guarantee).
News
2026-10-08 · Twilio to Announce Third Quarter 2026 Results on October 29, 2026
2026-10-08 · JPMorgan Adjusts Twilio Price Target to $335 From $260
2026-10-07 · Twilio Insider Sold Shares Worth $4,203,120, According to a Recent SEC Filing
2026-10-07 · Twilio shares up 97% this year as investors focus on third-quarter gross profit growth, Jefferies says
2026-10-06 · 3 Unpopular Stocks with Warning Signs
2026-10-05 · Twilio (TWLO) Outperforms Broader Market: What You Need to Know
2026-10-05 · Dear Twilio Stock Fans, Mark Your Calendars for October 6
2026-10-02 · Warner Bros. Stock Is About to Leave the Nasdaq. Here’s What’s Replacing It.
2026-10-02 · Twilio To Join S&P 500 Index
2026-10-02 · Why Did CRWD, TWLO, P Stocks Hit 52-Week Highs Today?
2026-10-02 · 2 New Names Are Joining the S&P 500—and Their Stocks Are Climbing
Price (daily)
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