TWLO

NYSE·Technology·Software - Infrastructure·USA

Latest market price

191.46

+6.40+3.46%

Overview Short InterestFilings

TWLOQT72Twilio Inc.·NYSE

Overview Short InterestFilings

191.46+3.46%

News

Up 3.5% — Here is What to Know Beyond Why Twilio Inc. (TWLO) is a Trending Stock (zacks.com).

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VRSN+7.04%$280.00 CPAY+1.58%$370.58 MDB-0.31%$298.22 ZS+1.88%$142.32 OKTA+1.76%$138.50 FFIV+1.06%$392.21 CRWV-11.37%$71.88 IOT+5.14%$33.11

Snapshot

Index

P/E

Analyst Ratings

Date	Action	Analyst	Rating	Target
Jul-17-26	Reiterated	Mizuho	Outperform	$165 → $240
Jul-10-26	Upgrade	Stifel	Hold → Buy
Jul-09-26	Reiterated	Stifel Nicolaus		$175 → $260
Jul-02-26	Initiated	KGI Securities	Outperform	$250
Jun-11-26	Reiterated	Tigress Financial	Buy	$135 → $255
May-18-26	Reiterated	Oppenheimer	Outperform	$200 → $235
May-11-26	Reiterated	Needham	Buy	$200 → $250
May-01-26	Reiterated	Morgan Stanley	Overweight	$153 → $200
May-01-26	Reiterated	Robert W. Baird		$160 → $200
May-01-26	Reiterated	Oppenheimer	Outperform	$170 → $200

Company

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.

Ownership

Total institutional ownership88.85%

Per-holder 13F data hasn't been ingested for this ticker yet.

Financial Statements

DataTimeframe

Line Item (USD, M)	TTM —	FY 2025 12/31/2025	FY 2024 12/31/2024	FY 2023 12/31/2023	FY 2022 12/31/2022	FY 2021 12/31/2021	FY 2020 12/31/2020	FY 2019 12/31/2019	FY 2018 12/31/2018
Total Revenue	5,301	5,067	4,458	4,154	3,826	2,842	1,762	1,134	650
Cost of Goods Sold Incl. D&A	2,721	2,588	2,180	2,110	2,013	1,451	846	526	301
Gross Profit	2,581	2,479	2,278	2,044	1,814	1,391	916	609	349
Selling, General and Administrative Excl. Other	1,248	1,238	1,263	1,414	1,684	1,517	878	587	293
Research and Development	1,027	1,020	1,009	943	1,079	789	531	391	171
Other Operating Expense	48	46	47	77	82	0	0	1	0
Operating Income	260	175	-40	-390	-1,031	-916	-493	-370	-115
Interest Expense	0	0	0	0	0	0	25	25	15
Unusual Expense	—	—	—	—	—	—	—	—	—
Non-Operating Income (Expense)	-127	-120	-48	-606	-213	-45	13	33	9
Net Income Before Taxes	131	55	-89	-997	-1,244	-961	-504	-362	-121
Income Taxes	26	21	21	19	13	-11	-13	-55	1
Consolidated Net Income	103	34	-109	-1,015	-1,256	-950	-491	-307	-122
Net Income From Continuing Operations	103	34	-109	-1,015	-1,256	-950	-491	-307	-122
Net Income	103	34	-109	-1,015	-1,256	-950	-491	-307	-122
EPS (Recurring)	0.68	0.22	-0.66	-5.54	-6.86	-5.45	-3.35	-2.36	-1.26
EPS (Basic, Before Extraordinaries)	0.68	0.22	-0.66	-5.54	-6.86	-5.45	-3.35	-2.36	-1.26
EPS (Diluted)	0.64	0.21	-0.66	-5.54	-6.86	-5.45	-3.35	-2.36	-1.26
EBITDA	310	251	117	-712	-965	-703	-343	-259	-89
Other After Tax Adjustments	—	—	—	—	—	—	—	—	—
Stock Option Compensation Expense	—	—	—	—	—	—	—	—	—
Price To Earnings Ratio	299.16	677.33	—	—	—	—	—	—	—
Price To Sales Ratio	5.49	4.29	4.02	3.34	2.34	16.12	28.24	11.27	13.33
Gross Margin	48.69	48.92	51.10	49.21	47.41	48.94	51.99	53.70	53.69
Operating Margin	4.90	3.45	-0.90	-9.39	-26.95	-32.23	-27.98	-32.63	-17.69
Net Margin	1.94	0.67	-2.45	-24.43	-32.83	-33.43	-27.87	-27.07	-18.77
Shares Outstanding	152	153	166	183	183	174	147	130	97
Market Capitalization	29,102	21,763	17,941	13,884	8,960	45,821	49,760	12,776	8,662
Operating Lease Expense	—	—	—	—	—	—	—	—	—

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Insider Trading Volume

Insider Trading

Insider	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Shipchandler Khozema	Chief Executive Officer	Jul 06 '26	Sale	210.43	14,458	3,042,343	207,203	Jul 08
Viggiano Aidan	Chief Financial Officer	Jul 02 '26	Sale	205.43	8,528	1,751,907	109,724	Jul 07
Shipchandler Khozema	Chief Executive Officer	Jun 30 '26	Sale	201.26	13,881	2,793,699	221,661	Jul 02
Viggiano Aidan	Chief Financial Officer	Jun 30 '26	Sale	201.25	9,093	1,829,977	118,252	Jul 02
Shipchandler Khozema	Chief Executive Officer	Jun 04 '26	Option Exercise	117.94	44,158	5,207,995	279,700	Jun 08
Shipchandler Khozema	Chief Executive Officer	Jun 04 '26	Sale	235.88	44,158	10,416,148	235,542	Jun 08
Shipchandler Khozema	Chief Executive Officer	May 26 '26	Option Exercise	76.63	32,158	2,464,268	267,700	May 28
Shipchandler Khozema	Chief Executive Officer	May 26 '26	Sale	185.70	32,158	5,971,689	235,542	May 28
Stafman Andrew	Director	May 27 '26	Sale	184.14	1,000,000	184,140,000	620,000	May 27
Viggiano Aidan	Chief Financial Officer	May 19 '26	Sale	200.00	1,828	365,600	127,345	May 21
Viggiano Aidan	Chief Financial Officer	May 15 '26	Sale	197.44	1,376	271,676	129,173	May 19
Stafman Andrew	Director	May 12 '26	Sale	193.54	675,000	130,639,500	1,620,000	May 12
ROTTENBERG ERIKA	Director	May 04 '26	Sale	185.32	1,500	277,974	32,995	May 06
ROTTENBERG ERIKA	Director	Apr 21 '26	Sale	149.02	1,800	268,239	34,495	Apr 23
Shipchandler Khozema	Chief Executive Officer	Apr 06 '26	Sale	133.39	15,715	2,096,193	235,542	Apr 08


Market Cap	29.06B	Forward P/E	28.80	EPS next Y	6.65	Insider Trans	-21.18%	Shs Float	151.23M	Perf Month	1.66%


Enterprise Value	29.58B	PEG	0.23	EPS next Q	-	Inst Own	88.85%	Short Float	2.79%	Perf Quarter	35.22%


Income	104.61M	P/S	5.48	EPS this Y	792.94%	Inst Trans	-	Short Ratio	1.60	Perf Half Y	51.45%


Sales	5.30B	P/B	3.75	EPS next Y	16.34%	ROA	1.09%	Short Interest	4.21M	Perf YTD	34.60%


Book/sh	-	P/C	29.15	EPS next 5Y	8.91%	ROE	1.32%	52W High	238.49 -19.72%	Perf Year	44.28%


Cash/sh	-	P/FCF	29.44	EPS past 3/5Y	-	ROIC	2.32%	52W Low	91.84 108.47%	Perf 3Y	183.18%


Dividend Est.	-	EV/EBITDA	95.19	Sales past 3/5Y	9.82% 23.52%	Gross Margin	48.69%	Volatility	5.01% 5.04%	Perf 5Y	-48.94%


Dividend TTM	-	EV/Sales	5.58	EPS Y/Y TTM	196.97%	Oper. Margin	4.89%	ATR (14)	10.53	Perf 10Y	358.59%


Dividend Ex-Date	-	Quick Ratio	4.66	Sales Y/Y TTM	18.91%	Profit Margin	1.96%	RSI (14)	41.80	Recom	2.25


Dividend Gr. 3/5Y	-	Current Ratio	4.66	EPS Q/Q	31.58%	SMA20	-6.77%	Beta	1.36	Target Price	220.92


Payout	0.00%	Debt/Eq	0.14	Sales Q/Q	20.05%	SMA50	-5.17%	Rel Volume	0.55	Prev Close	185.06


Employees	5,587	LT Debt/Eq	0.13	Earnings	Aug 06	SMA200	29.75%	Avg Volume	2.56M	Price	191.46


IPO Date	Jun 23, 2016	Option/Short	Yes / Yes	EPS/Sales Surpr.	17.97% 4.72%	Net Debt/EBITDA	1.69	Volume	1,395,795	Change	3.46%