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TWTWLO

Twilio Inc.

$TWLO·$33B·Software - Infrastructure·Technology
$211.54-2.9%YTD+48.1%1Y+67.7%
Mentions · last 7 days
2026-07-09: 192 posts2026-07-10: 226 posts2026-07-11: 66 posts2026-07-12: 99 posts2026-07-13: 255 posts2026-07-14: 138 posts2026-07-15: 170 posts1,157+36%
Price updated 12h ago·X counts updated 11h ago
TWTWLO
$TWLOTwilio Inc.
$211.54-2.89%1.2k posts+36%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

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 numbersWinding up for a moveAI verdict · as of 2026-07-16

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Twilio ripped alongside NET on Power Earnings Gap support — H&S is developing at $220 into August 6.

Twilio is the communications-and-customer-engagement API platform whose 2026 tape has ridden the software-recovery and AI-Voice narrative to a 48% YTD gain. The setup is coiling at 82% of the 52-week range into August 6 earnings.

  • The core business is quietly accelerating: Q1 2026 revenue grew 20% YoY to $1.4B, gross margin held at 49%, and operating margin was 7.7% — Twilio has crossed the operating-margin-positive threshold, and the +995% trader-target framing has some fundamental basis if the ARR growth affirms.
  • Valuation is loaded on the software-rerating setup: 331x TTM P/E reflects the historic earnings compression and mean-reversion, and 6.5x sales at $212 puts TWLO at a defensible multiple for a 20%-grower in the communications-APIs space — the AI-Voice product-lever is the underappreciated catalyst.
  • The technical setup is coiling: Power Earnings Gap low at prior levels acts as strong support, one trader up 348% since 2024 with +995% target if the thesis improves — but a potential head-and-shoulders is developing at $220 overhead supply into end-of-month earnings, so the setup is high-variance.

The August 6 Q2 earnings are the near-term arbiter — Q2 revenue growth trajectory (need continued 20%+), Segment attach-rate commentary, and any specific AI-Voice / Verify ARR extend the coiling setup toward $250. A revenue miss or the H&S neckline break at $200 stalls the tape below $180.

Agrees with X sentimentX is bullish with a divergent tone, cites Twilio ripping alongside NET on Power Earnings Gap low as support, one trader up 348% since 2024 with +995% target if thesis improves. Bears note a potential head-and-shoulders developing at $220 into end-of-month earnings. Mechanics validate: Q1 revenue +20% YoY at 49% gross margin, 7.7% operating margin. The August 6 print has to affirm the coil either direction.

What to watch: The August 6 Q2 earnings. Watch Q2 revenue growth (need continued 20%+), Segment attach rate, and AI-Voice / Verify ARR commentary. Revenue miss or H&S neckline break at $200 stalls the tape sub-$180; steady growth + AI-Voice affirmation extends coil toward $250.

On the calendar: 2026-08-06 — Q2 earnings

X sentiment

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

Bullish sentiment⚠8 posts analyzed · as of 2026-07-13 · top-engagement diverged

Twilio ripped alongside NET on a mixed software tape while CRWD, FTNT, and PANW lagged, with traders citing a Power Earnings Gap low at prior levels acting as strong support. One trader is up 348% since 2024 with a +995% target if the thesis improves, though a potential head-and-shoulders is developing at $220 overhead supply into end-of-month earnings.

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

No material change from last week — Enterprise software infrastructure is in a multiple compression phase (-16.

What this means for $TWLO

Neutral — Provides cloud APIs for voice, messaging, email, and video communications, enabling developers to embed customer engagement into applications; limited exposure means the cloud-native adoption and AI security spend despite multiple compression is not a near-term catalyst or headwind.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-11.8%YTD
-13.8%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
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%
Q2 2025Aug 7, 2025$1.19$1.05+13.3%
Next earningsThu, Aug 6·consensus EPS $1.32

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 – $5.8422
FY27$6.4B$6.2B – $6.7B$6.65$6.06 – $7.0024
FY28$7.1B$7.1B – $7.1B$7.69$4.95 – $11.8415
FY29$7.3B$7.1B – $7.6B$7.33$7.06 – $7.6511
FY30$7.8B$7.6B – $8.0B$8.04$7.75 – $8.397

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.82%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.+4.9%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.+46.6%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 today1.0% 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

SellJul 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 ShipchandlerCEO32.2K sh$6.0MSellMay 19Aidan ViggianoCFO1.8K sh$366KSellMay 15Aidan ViggianoCFO1.4K sh$272KSellMay 12Andrew StafmanDirector675.0K sh$130.6M
1–10 of 18
+ 26 other (20 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.

+ 13 other (5 13Gs · 2 earnings 8-Ks · 2 proxys · 1 10-Q) in window

Recent news

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

Twilio (TWLO) Stock Sinks As Market Gains: What You Should Knowzacks.com·15h agoNICE vs. Twilio: Which Technology Stock Is a Better Buy in 2026?fool.com·2d agoTwilio CEO on the Company's Turnaround Strategy, AI-Powered Communication & the Robocall Problemyoutube.com·3d agoNasdaq Futures, Memory Stocks Dragged Ahead of SK Hynix Debutschaeffersresearch.com·6d agoHere Are Friday's Best Wall Street Analyst Research Calls: CubeSmart, Digital Realty Trust, Honeywell Aerospace, IBM, PepsiCo, Seagate, Shopify, Toll Brothers, Twilio, and More247wallst.com·6d ago

In themes

Explore the broader themes this ticker is being talked about under.

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Voices on X · last 7 days

No standout posts about $TWLO on X in the 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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