TWLO Twilio Inc

P/E 36.89
Forward P/E 43.67
Price/Sales 7.35
Beta 1.357
Div Yield --
Market Cap --

Company Analysis

Latest News

TD Cowen Lifts Twilio's Target to $300 on AI Assistant Boom — But Can the Stock Justify a 17% Rally in Five Days?

TD Cowen Lifts Twilio's Target to $300 on AI Assistant Boom — But Can the Stock Justify a 17% Rally in Five Days?

Shares of Twilio surged as much as 6.9% to $284.50 on September 22 after TD Cowen raised its price target to $300 from $260, maintaining a Buy rating and...

🟢 Twilio is trading 6.93% up today after TD Cowen raised price target to $300

Twilio is trading 6.93% up at $284.50 after TD Cowen raised its price target to $300 from $260 while maintaining a Buy rating. - TD Cowen cited growing demand...

🟢 Twilio is trading 4% up today as AI-led tech strength supports growth stocks

Twilio is trading 4.01% up at $253.62, supported by a broad risk-on session and AI-led technology strength. - The S&P 500 is up 0.78%, while the Nasdaq...

🟢 Twilio is trading 4.17% up today as investors rotate toward software

Twilio is trading 4.17% up at $241.56 as investors rotate toward software and away from AI hardware. - Reuters reported software names rallied sharply while...

🔴 Twilio is trading 4.6% down today after a major investor cut its stake

Twilio is trading at $222.27 (-4.60%) on September 8, 2026, as investors reassess its valuation after a strong AI-driven rally. - Selling pressure intensified...

Twilio eyes S&P 500 spot, potentially triggering forced index buying

Twilio eyes S&P 500 spot, potentially triggering forced index buying

Twilio is a leading candidate for inclusion in the S&P 500 index. Stephens analysts identified the company as a top contender for the quarterly rebalancing....

🟢 Twilio is trading 4.47% up today following strong Snowflake earnings and raised guidance

Twilio is trading 4.47% up at $236.89 as software stocks rally following strong Snowflake earnings and raised guidance. • Software ETF IGV is up 3.24%,...

🔴 Twilio falls 4.2% — Software Stocks Decline Amid Broader Technology Sell-Off

With Software (IGV) down 3.0%, this looks like a sector-led move rather than a company-specific surprise. The software sector is trading lower, in line with a...

Sachem Head Slashes Twilio (TWLO) Stake by 73% in Second Quarter

Activist investor Sachem Head, managed by Scott Ferguson, significantly cut its stake in Twilio (TWLO) during the second quarter of 2026. According to its...

Durable Capital's Henry Ellenbogen Initiates Major New $381M Stake in Twilio

In a significant move, Henry Ellenbogen's Durable Capital disclosed a new $380.92 million position in communications software company Twilio (TWLO). The stake,...

Whale Rock Capital Opens New $169.56M Position in Twilio (TWLO)

In a recent 13F filing with the SEC, Whale Rock Capital disclosed a new stake in cloud communications platform Twilio, acquiring 821,770 shares valued at...

🟢 Twilio is trading 4.17% up today on strong Salesforce and Nvidia results

Twilio is trading 4.17% up now at $237.98, primarily as software stocks rally following strong Salesforce and Nvidia results. - No clear company-specific...

🟢 Twilio is trading 4.49% up today in pre-market — no clear company-specific explanation

Twilio is trading 4.49% up at $232.57, versus the August 24 close of $222.59, with no fresh company-specific announcement clearly explaining the August 25...

Viking Global exits Twilio (TWLO) in Q2

Andreas Halvorsen's Viking Global sold its entire stake in Twilio (TWLO) during the second quarter of 2026, according to a recent 13F filing with the SEC. The...

🔴 Twilio is trading 4.7% down today after Duquesne exited its entire position

Twilio is trading 4.7% down at $221.25 after investors reacted to Stanley Druckenmiller’s Duquesne Family Office exiting its entire 181,760-share position,...

Stanley Druckenmiller's Duquesne Exits Twilio (TWLO) Stake

Billionaire investor Stanley Druckenmiller's Duquesne Family Office sold its entire position in cloud communications company Twilio (TWLO) during the second...

🔴 Twilio is trading 4.04% down today with no confirmed company-specific catalyst

Twilio is trading 4.04% down at $228.57 on August 17, 2026, with no confirmed company-specific catalyst identified. - Recent company disclosures center on...

🔴 Twilio is trading 4.41% down today; no confirmed catalyst

Twilio is trading 4.41% down at $238.41, with no confirmed company-specific or sector-wide catalyst explaining today’s weakness. - A director sold 500,000...

Twilio Director Sells $123 Million in Stock, Following 142% Annual Gain

Twilio Director Sells $123 Million in Stock, Following 142% Annual Gain

Andrew Stafman, a Twilio director, sold 500,000 shares of Class A Common Stock on August 12, 2026. The transaction totaled approximately $123.54 million....

🔴 Twilio is trading 4.16% down today, possibly reflecting profit-taking after sharp prior rally

Twilio is trading at $245.30, down -4.16%, with no clear negative company-specific catalyst identified for August 12, 2026. - Twilio is participating in...