Twilio Inc. (TWLO) Research

Twilio Inc. offers a comprehensive cloud-based communications platform, empowering developers to build, scale, and manage customer engagement features directly within their software applications across both U.S. and international markets. Central to its customer engagement solution is a robust suite of application programming interfaces (APIs). These APIs streamline the complex communication logic required for various customer interactions and enable developers to seamlessly integrate voice, messaging, video, and email functionalities into their applications. Established in 2008, Twilio's corporate headquarters are located in San Francisco, California.

Market snapshot

Symbol
TWLO
Price
$186.17
Day change
-1.03%
Market cap
$28.3B
P/E ratio
272.97x
52-week range
91.84-238.48
Sector
Technology
Industry
Software - Infrastructure
Next earnings
in 2 months
Analyst price target
$197.08

Recent news

  • Software Stocks Are Sinking In 2026, But These 'Fab Five' Are Up 30% — And BofA Says They're Just Getting Started

    A clean split has opened up inside enterprise software this year. Most of the group is sliding.

  • Twilio price target raised by Bank of America analysts on execution confidence

    Twilio Inc (NYSE:TWLO) received a higher price target from Bank of America, which raised its target to $235 from $225 and reiterated a 'Buy' rating, citing increased confidence in the cloud communications company's execution and cross-selling strategy. This price target implies significant upside from current levels of about $183.

  • Twilio Gains Analyst Backing As High-Margin Voice, Email Eclipse Legacy Messaging

    Twilio Inc (NYSE:TWLO) gained fresh support from BofA Securities after analyst Koji Ikeda raised his price forecast to $235 from $225 and reiterated a Buy rating, citing stronger confidence in the company's accelerating gross profit growth and expanding multi-product strategy.

Peer companies

  • BCE Inc. (BCE)
  • Nebius Group N.V. (NBIS)
  • Pinterest, Inc. (PINS)
  • Rogers Communications Inc. (RCI)
  • Snap Inc. (SNAP)
  • Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk (TLK)
  • TELUS Corporation (TU)
  • Telefônica Brasil S.A. (VIV)

Recent insider activity

  • Stafman Andrew — A-Award (399 shares) on 2026-06-15
  • Suzuki Miyuki — A-Award (396 shares) on 2026-06-15
  • ROTTENBERG ERIKA — G-Gift (398 shares) on 2026-06-15
  • ROTTENBERG ERIKA — A-Award (398 shares) on 2026-06-15
  • ROTTENBERG ERIKA — G-Gift (398 shares) on 2026-06-15

Open Twilio Inc. (TWLO) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.