Insider buying last 90 days
No open-market insider purchases were filed for TWLO in the last 90 days.
From Form 4 filings, dated to when each was filed.
Every TWLO insider filing, plotted on the chart in Gekko.Open TWLO in Gekko
NYSE: TWLO
Twilio (TWLO) Stock Analysis & Forecast
Nov 4 close
$213.50−0.27 (−0.1%)
Gekko Brief
AI summaryNov 4 closeTwilio's stock dropped over 17% after its third-quarter report, where the company beat revenue and adjusted-earnings estimates, posting non-GAAP EPS of $1.65 against a $1.47 estimate, record non-GAAP income from operations of $326 million and record free cash flow of $370 million, while guiding fourth-quarter organic growth lower, from 16% to a range described as 11% to 12%. The quarter also included an 8-figure Conversations deal with a health insurance provider and new customers such as ElevenLabs, Gong, and Rivian, alongside raised 2026 outlook tied to Voice AI adoption. Separately, multiple law firms have announced investigations into potential securities law violations tied to the post-earnings decline, and at least one analyst has turned less bearish on the name.
Twilio last closed at $213.50, down 0.1%, sitting between its 50-day average of $255.88 and 200-day average of $190.14, with a one-month return of -23.9% against six-month and one-year returns of 11.5% and 56.9%. The GekkoIndex reads 69, placing the stock in the Accumulation zone, while Gekko Fair Value stands at $215.36, putting price 0.9% below that mark.
The next earnings date falls on 11 February 2027, 98 days out, beyond a typical 20-trading-day hold. Over the last 30 days, one unusual options signal has registered, with put premium of $1,342,635 against zero call premium. Seasonally, the next 20 trading days have averaged a 6.6% return over 5 years, rising in 3 of those years.
Written by AI from the Nov 4, 2026 close and checked automatically against the figures on this page.
Twilio price vs fair value
Close $213.50200-day averageGekko Fair Value $215.36
Twilio quick facts
- Market cap
- $32.79B
- P/E ratio
- 26.1
- Forward P/E
- 31.1
- EPS, TTM
- $7.96
- Revenue, TTM
- $5.83B
- Profit margin
- 21.8%
- Dividend yield
- —
- Beta
- 1.49
- Volume
- 2.37M avg 2.74M
- 1-year return
- +56.9%
- Typical daily move
- ±8.6%
- Typical 20-day move
- ±10.3%
- 50-day average
- $255.88
- 200-day average
- $190.14
- Next earnings
- Feb 11 after close
- Shares outstanding
- 154.7M
Twilio swing-trade checklist
Twilio scores 3 supportive, 2 mixed and 1 headwind across the 6 checklist items with data.
Six things swing traders check before a 20-day hold, read from the latest data.
3 supportive2 mixed1 headwind
- Trendmixed
Averages disagree
Close $213.50 sits between the 50-day ($255.88) and 200-day ($190.14) averages, or the averages disagree.
See the chart - GekkoIndexsupportive
69, Accumulation
Reading 69 is in the Accumulation zone.
See the GekkoIndex - Fair valuemixed
0.9% below
Price is within 5% of Gekko Fair Value (0.9% below).
See fair value - Smart moneyheadwind
Leans bearish
Last 30 days: 1 unusual options signal.
See smart money - Earnings risksupportive
Reports in 98 days
Next report Feb 11, 2027, 98 days away — outside a typical 20-trading-day hold.
See earnings - Seasonalitysupportive
+6.6% on average
From this point in the calendar, the next 20 trading days averaged +6.6% over 5 years, rising in 3 of them.
See seasonality
A description of current data, not a recommendation. How this page works
Twilio stock chart and price history
Twilio closed at $213.50 on Nov 4, 2026, +56.9% over the past year, inside a 52-week range of $105.00 to $308.40.
Close50-day average200-day averageVolume
Use the left and right arrow keys to read daily values.
Performance Breakdown
- 1 month
- −23.9%
- 3 months
- +10.5%
- 6 months
- +11.5%
- 1 year
- +56.9%
The full TWLO chart adds GekkoIndex, insider, options, Congress and hedge fund markers, plus TrendCandles™.Open TWLO in Gekko
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About Twilio
Twilio provides a cloud-based platform that lets software developers add customer engagement features directly into their own applications. At the heart of this platform is a set of application programming interfaces, or APIs, that handle the underlying communication logic so developers do not have to build it themselves. Through these APIs, applications can incorporate voice calls, text messaging, video, and email, and the company is best known for this API-driven approach to communications.
The platform serves developers and businesses building customer engagement tools into their own software, and Twilio's offering reaches both domestic and international markets.
Twilio was established in 2008 and is headquartered in San Francisco, California. Its shares are listed on the NYSE under the ticker TWLO.
- Listed
- NYSE
- Sector
- Technology services
- Industry
- Packaged software
- Website
- twilio.com
Twilio GekkoIndex: the smart money zone
Twilio’s GekkoIndex — Gekko’s 0 to 100 smart money score — reads 69, in the Accumulation zone, up 9.4 points over five sessions.
69Accumulation
Up 9.4 points over five sessions, from the Neutral zone.
Reading for Nov 4, 2026
What followed past readings in each zone
| Zone | Readings | 5 days | 20 days |
|---|---|---|---|
| Buying | 27 | +3.6% | +7.5% |
| Accumulation (current zone) | 163 | +0.4% | +2.3% |
| Neutral | 437 | +1.5% | +6.8% |
| Distribution | 57 | +0.1% | +0.8% |
| Selling | 13 | +2.1% | −4.5% |
Average TWLO share-price change over the trading days after each daily reading in its GekkoIndex history. Across every stock Gekko tracks, Accumulation readings averaged +2.0% over 20 days. Past behaviour doesn’t guarantee future results.
Accumulation zone: Institutional interest building. About the five zones →
See every daily GekkoIndex reading plotted over the TWLO price, zone by zone.Track TWLO in Gekko
Is Twilio stock overvalued? Gekko Fair Value
Twilio trades 0.9% below Gekko Fair Value of $215.36, so the shares are about fair value on Gekko’s estimate.
Gekko’s own estimate of what Twilio shares are worth, recalculated every trading day.
$215.36
Gekko Fair Value, Nov 4, 2026
0.9% below fair value · About fair value
At the end of Aug 2026 the price was 17.4% above the estimate.
Gekko Fair ValueShare price, month end
Gekko Fair Value on every chart, with the gap to price updating daily.Open TWLO in Gekko
Twilio insider and Congress trading
No open-market insider purchases were filed for Twilio, and no Congress trades were disclosed, in the last 90 days.
Plus buybacks, unusual options and fund positions, each dated to when it became public.
Congress trades last 90 days
No trades in TWLO were disclosed by members of Congress in the last 90 days.
From congressional disclosures, which report amounts as ranges.
Congress disclosures for TWLO, plotted on the chart in Gekko.Open TWLO in Gekko
Buybacks
Twilio has been buying back its own shares.
- Bought back, quarter ended Sep 30, 2026
- $125.2M
- As a share of market cap
- 0.38%
- Trailing four quarters
- $646.8M
From company filings.
Unusual options activity last 30 days
1signal, 0% of the flagged premium in calls.
Latest: Bearish flow on Oct 23, $1.34M in unusual premium.
Hedge funds and billionaires quarter ended Jun 30
5of the funds Gekko tracks hold TWLO.
1added3opened1trimmed3sold out
Every signal with its contract, strike and premium, and which funds are on each side.Unlock in Gekko
Twilio earnings: next date and track record
Twilio reports on Feb 11, 2027, after the close (98 days away), and beat the EPS estimate in 8 of its last 8 reports.
Next earnings report
Feb 11, 2027
Expected after the close, 98 days away
- EPS estimate
- $1.55
- Revenue estimate
- $1.60B
8 of 8reports beat the EPS estimate
±17.3%average move across the report
5 of 8reports followed by a gain
Share-price move across each report
Last earnings call, Oct 29, 2026 AI summary
- What they said
- Twilio reported strong Q3 2026 results with 16% organic revenue growth and 18% non-GAAP gross profit growth year-over-year. The company achieved record non-GAAP income from operations of $326 million and record free cash flow of $370 million. Key wins included an 8-figure Conversations deal with a health insurance provider, plus new customers like ElevenLabs, Gong, and Rivian. Twilio is positioning its platform around AI adoption, launching a Conversations layer and an identity offering in private beta.
- Guidance
- Management signaled the identity offering will launch into general availability next year. The company expressed confidence in AI-driven tailwinds given low penetration of voice and consumer AI, suggesting significant growth runway ahead.
| Reported | EPS | Revenue | Move |
|---|---|---|---|
| Oct 29, 2026 | $1.65 est $1.47 | $1.56B est $1.52B | −19.2% |
| Aug 6, 2026 | $0.72 est $0.59 | $1.50B est $1.43B | +24.9% |
| Apr 30, 2026 | $1.50 est $1.27 | $1.41B est $1.34B | +30.1% |
| Feb 12, 2026 | $1.33 est $1.23 | $1.37B est $1.32B | +2.3% |
| Oct 30, 2025 | $1.25 est $1.07 | $1.30B est $1.25B | +20.8% |
| Aug 7, 2025 | $1.19 est $1.05 | $1.23B est $1.19B | −24.2% |
| May 1, 2025 | $1.14 est $0.96 | $1.17B est $1.14B | +3.5% |
| Feb 13, 2025 | $1.00 est $0.99 | $1.19B est $1.18B | −13.4% |
“Move” is the close of the first session after the report compared with the close of the last session before it, so it reads the same whether the company reported before the open or after the close.
Twilio stock forecast and analyst price targets
Analysts’ average 12-month price target for Twilio is $267.61, +25.3% from the last close, from 24 firms rating the stock in the last 90 days.
$267.61consensus 12-month target, +25.3% from the last close
Now $213.50Avg $267.61
Low $165High $330
Each firm’s latest rating in the last 90 days: 24 firms.
Latest analyst actions
| Date | Firm | Target | vs price |
|---|---|---|---|
| Nov 4 | Tigress Financial | $320 | +49.9% |
| Nov 2 | HSBC | $215 | +0.7% |
| Oct 30 | UBS | $255 | +19.4% |
| Oct 30 | Bank of America Securities | $320 | +49.9% |
| Oct 30 | Piper Sandler | $226 | +5.9% |
+2.3%average 20-day move after past Accumulation readings
+6.6%average move over the next 20 trading days in the last 5 years
±8.6%typical daily move, from the 14-day average range
Gekko doesn’t publish price predictions. These are analyst targets and historical base rates, which don’t guarantee future results.
Twilio seasonality: the next 20 trading days
Over the next 20 trading days from Nov 4, Twilio averaged +6.6% across the last 5 years, rising in 3 of them.
Next 20 trading days, by year
Average move and hit rate
| Window | Average | Years higher |
|---|---|---|
| Next 5 trading days | +8.2% | 4 of 5 |
| Next 10 trading days | +5.6% | 3 of 5 |
| Next 15 trading days | +7.5% | 3 of 5 |
| Next 20 trading days | +6.6% | 3 of 5 |
| Next 30 trading days | +13.8% | 4 of 5 |
For scale, TWLO’s typical 20-trading-day move in either direction is about 10.3%.
Twilio market cap and key statistics
Twilio’s market cap is $32.79B, with a P/E ratio of 26.1 and revenue of $5.83B over the last twelve months.
Valuation
- Market cap
- $32.79B
- P/E ratio
- 26.1
- Forward P/E
- 31.1
- EPS, TTM
- $7.96
- Gekko Fair Value
- $215.36
Trading
- Volume
- 2.37M
- Avg volume, 20 days
- 2.74M
- 52-week high
- $308.40
- 52-week low
- $105.00
- Shares outstanding
- 154.7M
Financials
- Revenue, TTM
- $5.83B
- Profit margin
- 21.8%
- Return on equity
- 14.9%
- Quarterly earnings growth, YoY
- +345.1%
Risk and income
- Beta
- 1.49
- Typical daily move
- ±8.6%
- Typical 20-day move
- ±10.3%
Twilio stock news this week
6 headlines about Twilio from the past week, newest first, each linking to the publisher.
- Brokers Suggest Investing in Twilio (TWLO): Read This Before Placing a BetZacks Investment Research, Nov 4
- Levi & Korsinsky Notifies Investors of Pending Investigation into Securities Claims Involving Twilio (TWLO)GlobeNewsWire, Nov 4
- Here is What to Know Beyond Why Twilio Inc. (TWLO) is a Trending StockZacks Investment Research, Nov 4
- This Twilio Analyst Is No Longer Bearish; Here Are Top 5 Upgrades For TuesdayBenzinga, Nov 3
- TWLO SHAREHOLDER INVESTIGATION: SueWallSt Notifies Investors of Potential Securities Claims Involving TwilioMorningstar, Nov 2
- TWLO Q3 Earnings Call Highlights AI Demand and Higher OutlookZacks Investment Research, Nov 2
Twilio peers
Twilio’s 6 largest industry peers by market value, with today’s move, GekkoIndex zone and gap to Gekko Fair Value.
| Stock | GekkoIndex zone | vs Fair Value |
|---|---|---|
| MSFTMicrosoft | Neutral | 17.8% above |
| PLTRPalantir Technologies | Accumulation | 4.7% below |
| ORCLOracle | Accumulation | 29.7% below |
| PANWPalo Alto Networks | Accumulation | 7.4% above |
| CRWDCrowdStrike | Neutral | 8.1% above |
| CRMSalesforce | Accumulation | 9.3% below |
A peer links to its own page where one exists.
Twilio stock FAQ
What is Twilio’s market cap?
Twilio’s market cap is $32.79B at the Nov 4, 2026 close of $213.50, with 154.7M shares outstanding. The shares trade on a P/E ratio of 26.1.
What is the Twilio stock forecast?
The consensus analyst 12-month price target for Twilio is $267.61, +25.3% from the last close. Of the 24 firms that rated the stock in the last 90 days, 19 rate it a buy, 4 a hold and 1 a sell. Gekko doesn’t publish price predictions of its own.
Is Twilio stock overvalued or undervalued?
On Gekko’s estimate Twilio is about fair value: the Nov 4, 2026 close of $213.50 is 0.9% below Gekko Fair Value of $215.36. Gekko Fair Value is recalculated every trading day, and a gap inside 5% either way counts as about fair value.
When does Twilio report earnings next?
Twilio is expected to report on Feb 11, 2027, after the market closes (98 days away). Analysts expect earnings of $1.55 per share on revenue of $1.60B. Twilio beat the earnings estimate in 8 of its last 8 reports, moving 17.3% on average across the report.
What is Twilio’s 52-week high and low?
Twilio’s 52-week high is $308.40 and its 52-week low is $105.00; it closed at $213.50 on Nov 4, 2026, +56.9% over the past year. Over the last five years the shares peaked at $317.00 on Nov 8, 2021.
Is Twilio stock a buy right now?
Gekko describes the data; it does not make buy or sell recommendations. On the swing-trade checklist, 3 of the 6 items with data read as supportive (gekkoindex, earnings risk and seasonality), 2 as mixed (trend and fair value) and 1 as a headwind (smart money). The checklist is a description of current data, not a recommendation.
Is there unusual options activity in Twilio?
Gekko flagged 1 unusual options signal in Twilio over the last 30 days, with $0 of flagged premium in calls and $1.34M in puts. The latest, bearish flow, was on Oct 23, 2026 with $1.34M in unusual premium. The signal-by-signal table is in Gekko.
How this page works
During US trading hours the price at the top of the page is a delayed quote, refreshed every 15 minutes; everything else is rebuilt after each US market close. The GekkoIndex, Gekko Fair Value and the checklist are Gekko’s own, and the Gekko Brief is written by AI from this page’s data and checked against it before it is published. How Gekko’s data works →
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