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TWTWLO

Twilio Inc.

$TWLO·$45B·Software - Infrastructure·Technology
$241.30-11.7%YTD+100.9%1Y+153.5%
Price updated 6m ago·X counts updated 5d ago
TWTWLO
$TWLOTwilio Inc.
$241.30-11.74%209 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $TWLO on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

209X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $TWLO's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-11

Twilio is bullish on X — S&P 500 inclusion candidate for tonight alongside ALAB/BE/CRDO/LNG, Citizens reiterated Outperform at $275 PT. Framed as strong candidate for today's S&P changes.

Read what X is saying about $TWLO

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $TWLO — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Driven by hypeAcceleratingAI verdict · as of 2026-10-02

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

Communications-API platform doubled on S&P 500 inclusion hype — the mechanics have barely caught up.

Twilio runs a cloud communications-API platform (programmable messaging, voice, email) used by developers to embed customer engagement into applications. The stock is up 193% TTM and at 98% of its 52-week range on S&P 500 inclusion hopes and Citizens' $275 price target reiteration.

  • The business is growing moderately: revenue grew 20% YoY to $1.41B last quarter at a 4.9% operating margin — a legitimate return-to-growth story, but at 331x trailing earnings and 6.5x sales the stock is already pricing re-acceleration into 25%+ territory.
  • S&P 500 inclusion would bring mechanical passive-fund demand — Citizens tagging Twilio as a strong candidate for the next addition cycle alongside ALAB/BE/CRDO/LNG is the specific catalyst the retail-level trade is anchored to.
  • Insider activity is mostly routine director awards (Rottenberg, Patrick, Bell, Dubinsky small grants) — no significant insider selling to counter the chart, which is unusual at these valuations and worth noting.

Accelerating holds while the S&P inclusion narrative stays open and the Communications-API business keeps growing. An S&P 500 inclusion event re-rates the stock mechanically on passive demand; a soft Oct 29 earnings print (sub-18% revenue growth), or an explicit S&P snub, is what cools the trade — and at these valuations the downside gap-fill is real.

Agrees with X sentimentX bulls flagging S&P 500 inclusion candidate status and Citizens' Outperform at $275 PT have the correct near-term catalyst — but the valuation (6.5x sales, 331x P/E) is doing all the work; one soft earnings and the trade decompresses hard.

What to watch: Oct 29 earnings — revenue growth versus the 18% consensus, operating margin trajectory, S&P 500 inclusion announcement timing, and any specific AI-communications product traction. A sub-18% growth print, or an S&P snub, is what cools the breakout.

On the calendar: 2026-10-29 — Q3 FY26 earnings

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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

No material change from last week — AI infrastructure capex bifurcates the cohort — GPU-cloud providers and AI-native security platforms absorbing enterprise spend, while legacy SaaS faces multiple compression. GPU-cloud platforms and AI-native security tools absorb enterprise spend while legacy SaaS faces multiple compression.

What this means for $TWLO

Partial — Provides cloud APIs for voice, messaging, email, and video communications, enabling developers to embed customer engagement into applications.; AI infrastructure capex bifurcates the cohort; exposure depends on workload alignment with GPU-cloud and AI-native security architectures.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
+4.2%YTD
-3.3%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 $1.47

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 22 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$6.0B$5.8B – $6.0B$5.93$5.83 – $6.0621
FY27$6.7B$6.1B – $6.9B$6.78$6.27 – $7.3822
FY28$7.4B$6.8B – $7.8B$7.74$5.57 – $9.6616
FY29$7.8B$7.4B – $8.0B$7.81$7.35 – $8.0914
FY30$8.3B$7.9B – $8.5B$8.58$8.07 – $8.8914

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.0.6×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.83%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.+8.1%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.+49.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 152.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.5% 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.β1.365-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

SellOct 5Khozema ShipchandlerCEO14.4K sh$4.2MSellSep 30Aidan ViggianoCFO9.1K sh$2.7MSellSep 30Khozema ShipchandlerCEO13.9K sh$4.1MSellAug 17Aidan ViggianoCFO1.4K sh$327KSellAug 12Andrew StafmanDirector500.0K sh$123.5MSellAug 10Erika RottenbergDirector3.5K sh$881KSellJul 6Khozema ShipchandlerCEO13.4K sh$2.8MSellJul 2Aidan ViggianoCFO8.5K sh$1.8MSellJun 30Aidan ViggianoCFO9.1K sh$1.8MSellJun 30Khozema ShipchandlerCEO13.9K sh$2.8M
1–10 of 18
+ 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.

+ 10 other (3 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.

Is Trending Stock Twilio Inc. (TWLO) a Buy Now?zacks.com·1d agoPolen 5Perspectives Small-Mid Growth Q3 2026 Portfolio Updateseekingalpha.com·2d agoTwilio Inc. $TWLO Stock Position Lifted by Farther Finance Advisors LLCdefenseworld.net·2d agoTwilio (TWLO) Declines More Than Market: Some Information for Investorszacks.com·2d agoA Look at Twilio Inc (TWLO) After 3.7% Decline -- GF Value $131.64 vs Price $271.12gurufocus.com·2d ago

In themes

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Voices on X · top 1 · 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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