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TWTWLO

Twilio Inc.

$TWLO·$37B·Software - Infrastructure·Technology
$235.63-0.9%YTD+35.8%1Y+126.2%
Mentions · last 7 days
2026-08-22: 4 posts105+4%
Price updated 11h ago·X counts updated 9d ago
TWTWLO
$TWLOTwilio Inc.
$235.63-0.90%105 posts+4%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $TWLO, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-08-29

The move is getting stronger, with heavier trading behind it.

Twilio at 87% of range with a Q2 beat — quality cloud-comms compounder finally re-rating on AI-productivity thesis.

Twilio is the largest cloud-communications platform — SMS, voice, and email APIs for enterprise messaging, plus a scaling AI-powered customer-engagement layer. The setup is a real-business quality name accelerating on the AI-productivity thesis.

  • The Q2 print was strong: EPS came in at $1.47 vs $1.32 consensus (a ~11% beat), Q1 revenue grew 20% YoY to $1.41B at a 49% gross margin, and the sell side models revenue climbing from ~$5.83B this year to ~$7.08B in 2028 — the platform is re-accelerating after a multi-year hangover.
  • The AI-productivity boom is the fresh catalyst: news framing "Not Palantir. Not SoundHound AI. This Software Specialist Could Be the Biggest Winner of the AI Productivity Boom" positions TWLO as a differentiated AI-productivity beneficiary via its Communication + Data platform — the crowd targets $234-251 on breakout above $225.91.
  • The insider signal is loud negative: director Andrew Stafman sold a huge $123.54M block on August 12 (500K shares), director Erika Rottenberg sold $881K on August 10, plus officer Viggiano sold $327K — combined ~$125M+ of insider selling into strength is the biggest counter-tell in the sample; some of that is likely a Sequoia/founding-VC-fund reduction that has structural rather than sentiment implications.

The setup is a real-business quality cloud-comms compounder accelerating with a loud VC-fund-driven insider counter-tell — the October 29 Q3 print is the referee, and the market needs continued 15%+ revenue growth plus AI-productivity segment color. A clean beat with visible AI-Engagement revenue disclosure breaks the accelerating trajectory further up toward $260; a growth deceleration below 15% or another Stafman-scale sale cools the tape from the 87% 52-week range position.

Agrees with X sentimentThe small but bullish X read on TWLO consolidating in a tight range near the earnings gap with confluence of key backtested structures and rising 21DMA following a powerful PEG in early Aug, and $234-251 targets on breakout above $225.91 is factually consistent with the tape. The Q2 EPS beat and Wall Street's "biggest winner of the AI productivity boom" framing are the crowd's fair anchors. The $123.54M Stafman block sale on August 12 is the counter-tell the crowd is not fully pricing.

What to watch: The October 29 Q3 earnings — need continued 15%+ revenue growth, AI-productivity segment color, and any updated AI-Engagement platform revenue disclosure. A growth deceleration below 15% or another Stafman-scale insider sale cools the tape from the 87% 52-week range position; a clean beat with visible AI-Engagement revenue disclosure breaks the accelerating trajectory further up toward $260.

On the calendar: 2026-10-29 — Q3 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment6 posts analyzed · as of 2026-08-30

Twilio is being celebrated as one of the year's software winners, with a Trading 212 portfolio update pointing to a 125% YTD gain. Chart-focused posters describe a tight consolidation near the earnings gap, moving-average reclaims, and a backtest of the multi-week down-trendline and rising 21dma structure following a powerful post-earnings gap. A fireside chat at the Stifel Tech Executive Summit adds near-term focus.

Read the AI verdict + X sentiment for $TWLO

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Provides cloud APIs for voice, messaging, email, and video communications, enabling developers to embed customer engagement into applications.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Infrastructure sits in its cycle right now — and what that implies for $TWLO.

Software - Infrastructure · Technology

SaaS multiples remain compressed as rate-sensitive valuations weigh on pure-play software; customers are lengthening deal cycles outside of AI-native workloads. AI co-pilot upsell is the only clear near-term catalyst — companies without it are treading water.

What this means for $TWLO

Partial — software subscription economics provide some insulation from macro cycles; AI integration is the growth catalyst for this segment; Twilio Inc.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-4.2%YTD
+2.5%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
331.4How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
2.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
4.9%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
2.9%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
6.5Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
1.3%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
48.7%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 6, 2026$1.47$1.32+11.4%
Q1 2026Apr 30, 2026$1.50$1.27+18.1%
Q4 2025Feb 12, 2026$1.33$1.23+8.1%
Q3 2025Oct 30, 2025$1.25$1.07+16.8%
Next earningsThu, Oct 29·consensus EPS $1.45

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$1.4B+20.0%48.6%7.7%$0.59$132.3M
Q4 FY25$1.4B+14.3%48.5%5.4%$-0.30$343.7M
Q3 FY25$1.3B+14.7%48.6%3.1%$0.24$247.5M
Q2 FY25$1.2B+13.5%49.1%3.0%$0.15$263.5M

Forward consensus

5-year forecast · up to 24 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$5.8B$5.8B – $5.8B$5.71$5.46 – $5.8423
FY27$6.4B$6.1B – $6.7B$6.65$6.04 – $6.9724
FY28$7.1B$6.6B – $7.6B$7.69$4.95 – $11.8417
FY29$7.3B$7.1B – $7.6B$7.33$6.98 – $7.7514
FY30$7.8B$7.5B – $8.1B$8.04$7.65 – $8.508

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.9×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.86%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+11.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+46.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 151.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.3% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.385-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 17Aidan ViggianoCFO1.4K sh$327KSellAug 12Andrew StafmanDirector500.0K sh$123.5MSellAug 10Erika RottenbergDirector3.5K sh$881KSellJul 6Khozema ShipchandlerCEO14.5K sh$3.0MSellJul 2Aidan ViggianoCFO8.5K sh$1.8MSellJun 30Aidan ViggianoCFO9.1K sh$1.8MSellJun 30Khozema ShipchandlerCEO13.9K sh$2.8MSellJun 4Khozema ShipchandlerCEO44.2K sh$10.4MSellMay 27Andrew StafmanDirector1.0M sh$184.1MSellMay 26Khozema ShipchandlerCEO9.7K sh$1.8M
1–10 of 19
+ 24 other (18 awards · 4 gifts · 2 exempts) in window

See when $TWLO insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeJun 178-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
AI summary

Twilio Inc. (NYSE: TWLO) reported an officer or director change (Item 5.02) and annual shareholder meeting vote results (Item 5.07) as of June 16, 2026. The specific executive transition and vote tallies are in the attached exhibits not reproduced in the excerpt. The combination of a leadership change and annual meeting on the same date is common; the nature of the 5.02 event determines materiality for this cloud communications platform company.

3New insider — initial holdingsMar 263
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for TWLO on 2026-03-26, initiating required Section 16 reporting. Role: of Reporting Person. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

8-KOfficer or director changeMar 248-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

TWLO disclosed a personnel change (8-K Item 5.02, dated 2026-03-24). An executive departure and a new appointment are both reported. Personnel changes are generally administrative; materiality depends on seniority and circumstances.

+ 11 other (4 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Looking for Earnings Beat? Buy These 5 Top-Ranked Stockszacks.com·22h agoWall Street Analysts See Twilio (TWLO) as a Buy: Should You Invest?zacks.com·5d agoNot Palantir. Not SoundHound AI. This Software Specialist Could Be the Biggest Winner of the AI Productivity Boomfool.com·6d agoTwilio Stock: Buy or Sell?fool.com·9d agoTwilio Inc. (TWLO) Price Forecast: Is TWLO Ready for Another Leg Up?fxempire.com·11d ago

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Voices on X · top 5 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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