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
$243.84−2.40 (−1.0%)
Close on Sep 18, 2026. Page updated Sep 19, 9:16 pm ET.
Gekko Brief
AI summaryTwilio closes at $243.84, down 1% on the day, sitting above both its 50-day ($220.44) and 200-day ($168.23) averages in a supportive uptrend. The GekkoIndex reads 52, placing it in the Neutral zone, though the 5-day change of -7.9 shows some recent softening. Against Gekko Fair Value of $202.82, price sits 20.2% above that mark.
This week's coverage centers on Twilio's broadening growth story, with commentary pointing to Q2 2026 organic revenue growth of 17% year over year and expanding Voice AI adoption as drivers of higher-margin software attachments and gross profit trajectory. Additional coverage highlights AI customer wins, including a seven-figure deal with Car Finance 247, alongside raised 2026 organic revenue guidance, while a new AI platform is noted as gaining early traction. One item flagged a daily pullback to $238.88, a steeper decline than the broader market that day.
Looking ahead, the next earnings report is set for 29 October 2026 after close, 39 days out and beyond a typical 20-trading-day hold. Over the last 30 days, 4 unusual options signals were recorded, with call premium of $6,478,461 against put premium of $3,978,547. Seasonality from this point in the calendar shows a 5-year average of +1.9% over the next 20 trading days, positive in 3 of those years. Analyst consensus among 22 firms includes 18 buy, 3 hold and 1 sell ratings, with a consensus target of $260.18.
Written by AI and checked automatically against the figures on this page. Generated Sep 20, 2026 from the data above.
Price vs fair value
Close $243.84200-day averageGekko Fair Value $202.82
Key stats
- Market cap
- $37.01B
- P/E ratio
- 33
- Forward P/E
- 35.8
- EPS, TTM
- $7.46
- Revenue, TTM
- $5.57B
- Profit margin
- 20.6%
- Dividend yield
- —
- Beta
- 1.41
- Volume
- 4.06M avg 1.76M
- 1-year return
- +135.5%
- Typical daily move
- ±4.3%
- Typical 20-day move
- ±10%
- 50-day average
- $220.44
- 200-day average
- $168.23
- Next earnings
- Oct 29 after close
- Shares outstanding
- 153.6M
Twilio swing-trade checklist
Twilio scores 4 supportive, 1 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.
4 supportive1 mixed1 headwind
- Trendsupportive
Above 50 and 200-day
Close $243.84 is above the 50-day ($220.44) and 200-day ($168.23) averages, and the 50-day is above the 200-day.
See the chart - GekkoIndexmixed
52, Neutral
Reading 52 is in the Neutral zone.
See the GekkoIndex - Fair valueheadwind
20.2% above
Price is 20.2% above Gekko Fair Value (more than 5% above).
See fair value - Smart moneysupportive
Leans bullish
Last 30 days: 4 unusual options signals.
See smart money - Earnings risksupportive
Reports in 39 days
Next report Oct 29, 2026, 39 days away — outside a typical 20-trading-day hold.
See earnings - Seasonalitysupportive
+1.9% on average
From this point in the calendar, the next 20 trading days averaged +1.9% 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 $243.84 on Sep 18, 2026, +135.5% over the past year, inside a 52-week range of $98.44 to $258.35.
Close50-day average200-day averageVolume
Use the left and right arrow keys to read daily values.
Performance Breakdown
- 1 month
- +9.9%
- 3 months
- +31.0%
- 6 months
- +91.5%
- 1 year
- +135.5%
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 52, in the Neutral zone, down 7.9 points over five sessions.
52Neutral
Down 7.9 points over five sessions.
Reading for Sep 18, 2026
What followed past readings in each zone
| Zone | Readings | 5 days | 20 days |
|---|---|---|---|
| Buying | 27 | +3.6% | +7.5% |
| Accumulation | 163 | +0.4% | +2.3% |
| Neutral (current zone) | 409 | +1.4% | +6.3% |
| Distribution | 50 | +0.1% | +2.2% |
| 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, Neutral readings averaged +1.2% over 20 days. Past behaviour doesn’t guarantee future results.
Neutral zone: No clear directional signal. 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 20.2% above Gekko Fair Value of $202.82, so the shares are overvalued on Gekko’s estimate.
Gekko’s own estimate of what Twilio shares are worth, recalculated every trading day.
$202.82
Gekko Fair Value, Sep 19, 2026
20.2% Overvalued
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 Jun 30, 2026
- $70.02M
- As a share of market cap
- 0.19%
- Trailing four quarters
- $868.7M
From company filings.
Unusual options activity last 30 days
4signals, 62% of the flagged premium in calls.
Latest: Bullish flow on Sep 16, $6.87M 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 Oct 29, 2026, after the close (39 days away), and beat the EPS estimate in 8 of its last 8 reports.
Next earnings report
Oct 29, 2026
Expected after the close, 39 days away
- EPS estimate
- $1.46
- Revenue estimate
- $1.51B
8 of 8reports beat the EPS estimate
±16.5%average move across the report
6 of 8reports followed by a gain
Share-price move across each report
Last earnings call, Aug 6, 2026 AI summary
- What they said
- Twilio reported an exceptional Q2 2026 with record revenue of $1.5 billion, accelerating organic revenue growth to 17% year-over-year and record non-GAAP gross profit and free cash flow. Management highlighted strong, broad-based momentum across Messaging, Voice, and software add-ons (Verify, Branded Calling, Conversational Intelligence), robust customer additions (notably AI-native startups and ISVs), and improving dollar-based net expansion (116%). Twilio launched its next-generation Conversations Layer and a new Twilio Console (general availability in May), with early customer successes and notable private-beta conversions (several seven-figure deals cited). Management emphasized consolidation of customer spend on Twilio driven by the Conversations capabilities and AI tailwinds primarily in Voice today, with expectations that AI-augmented interactions will broaden across channels over time. Efficiency gains from cloud migration, direct carrier connections for U.S. messaging, and product mix shift toward higher-margin software contributed to accelerating gross profit growth. The management team positioned Twilio as a neutral infrastructure partner in the AI ecosystem and described many partner/integration relationships with model providers and platform companies.
- Guidance
- Q3 organic revenue guidance: 11% to 12% growth (highest guidance in three years). Management also reiterated expectation that non-GAAP gross profit will grow at a similar rate to organic revenue going forward.
- Risks flagged
- AI adoption is early-stage and timing/scale of AI-driven revenue remains uncertain; quarter-to-quarter results include non-recurring contributors such as incremental U.S. carrier pass-through fees which inflated Messaging and DBNE metrics; tougher year-over-year comparisons in Voice and software add-ons in the back half of the year were noted; certain product areas (e.g., RCS) are growing from a small base; competitive dynamics and customers' changing choices of LLMs/platforms create execution and integration risk; standard SEC-listed risks (market, regulatory, execution) also apply.
| Reported | EPS | Revenue | Move |
|---|---|---|---|
| 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% |
| Oct 30, 2024 | $1.02 est $0.86 | $1.13B est $1.09B | +13.1% |
“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 $260.18, +6.7% from the last close, from 22 firms rating the stock in the last 90 days.
$260.18consensus 12-month target, +6.7% from the last close
Now $243.84Avg $260.18
Low $165High $330
Each firm’s latest rating in the last 90 days: 22 firms.
Latest analyst actions
| Date | Firm | Target | vs price |
|---|---|---|---|
| Sep 15 | Bernstein | $199 | −18.4% |
| Aug 27 | Stifel Nicolaus | $275 | +12.8% |
| Aug 10 | Northland Securities | $230 | −5.7% |
| Aug 7 | Monness | $270 | +10.7% |
| Aug 7 | Piper Sandler | $247 | +1.3% |
+6.3%average 20-day move after past Neutral readings
+1.9%average move over the next 20 trading days in the last 5 years
±4.3%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 Sep 19, Twilio averaged +1.9% 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 | −2.3% | 2 of 5 |
| Next 10 trading days | −3.3% | 1 of 5 |
| Next 15 trading days | +0.1% | 2 of 5 |
| Next 20 trading days | +1.9% | 3 of 5 |
| Next 30 trading days | +2.9% | 2 of 5 |
For scale, TWLO’s typical 20-trading-day move in either direction is about 10%.
Twilio market cap and key statistics
Twilio’s market cap is $37.01B, with a P/E ratio of 33 and revenue of $5.57B over the last twelve months.
Valuation
- Market cap
- $37.01B
- P/E ratio
- 33
- Forward P/E
- 35.8
- EPS, TTM
- $7.46
- Gekko Fair Value
- $202.82
Trading
- Volume
- 4.06M
- Avg volume, 20 days
- 1.76M
- 52-week high
- $258.35
- 52-week low
- $98.44
- Shares outstanding
- 153.6M
Financials
- Revenue, TTM
- $5.57B
- Profit margin
- 20.6%
- Return on equity
- 13.5%
- Quarterly earnings growth, YoY
- +4,672.0%
Risk and income
- Beta
- 1.41
- Typical daily move
- ±4.3%
- Typical 20-day move
- ±10%
Twilio stock news this week
6 headlines about Twilio from the past week, newest first, each linking to the publisher.
- Twilio: Strong Growth And An Expanding Voice OpportunitySeeking Alpha, Sep 17
- Twilio: Broad-Based Growth And Voice AI Could Drive Further Estimate UpsideSeeking Alpha, Sep 17
- Twilio (TWLO) Registers a Bigger Fall Than the Market: Important Facts to NoteZacks Investment Research, Sep 16
- Twilio's AI Deals Grow: Can New Wins Accelerate TWLO's Growth?Zacks Investment Research, Sep 16
- Twilio (TWLO) Is Considered a Good Investment by Brokers: Is That True?Zacks Investment Research, Sep 14
- Twilio's New AI Platform: Can It Unlock a Bigger Growth Story?Zacks Investment Research, Sep 11
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 | 13.4% above |
| ORCLOracle | Neutral | 17.7% below |
| PLTRPalantir Technologies | Neutral | 11.3% above |
| PANWPalo Alto Networks | Neutral | 8.9% above |
| CRWDCrowdStrike | Neutral | 19.0% above |
| CRMSalesforce | Neutral | 1.3% 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 $37.01B at the Sep 18, 2026 close of $243.84, with 153.6M shares outstanding. The shares trade on a P/E ratio of 33.
What is the Twilio stock forecast?
The consensus analyst 12-month price target for Twilio is $260.18, +6.7% from the last close. Of the 22 firms that rated the stock in the last 90 days, 18 rate it a buy, 3 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 overvalued: the Sep 18, 2026 close of $243.84 is 20.2% above Gekko Fair Value of $202.82. 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 Oct 29, 2026, after the market closes (39 days away). Analysts expect earnings of $1.46 per share on revenue of $1.51B. Twilio beat the earnings estimate in 8 of its last 8 reports, moving 16.5% on average across the report.
What is Twilio’s 52-week high and low?
Twilio’s 52-week high is $258.35 and its 52-week low is $98.44; it closed at $243.84 on Sep 18, 2026, +135.5% over the past year.
Is Twilio stock a buy right now?
Gekko describes the data; it does not make buy or sell recommendations. On the swing-trade checklist, 4 of the 6 items with data read as supportive (trend, smart money, earnings risk and seasonality), 1 as mixed (gekkoindex) and 1 as a headwind (fair value). The checklist is a description of current data, not a recommendation.
Is there unusual options activity in Twilio?
Gekko flagged 4 unusual options signals in Twilio over the last 30 days, with $6.48M of flagged premium in calls and $3.98M in puts. The latest, bullish flow, was on Sep 16, 2026 with $6.87M in unusual premium. The signal-by-signal table is in Gekko.
How this page works
Prices and signals update after every 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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