TWLO · NYQ
S&P 500
Twilio Inc.
Technology · Software - Infrastructure
$214.21
+$7.57 (+3.66%) today
Closing price on Nov 10, 2026 · Source: Yahoo Finance
Consensus of 31 analysts
Buy
Median price target $274.00 +27.9%
- Open
- $204.92
- Day range
- 203.26 – $219.82
- 52-week range
- 105.00 – $308.40
- Volume
- 2,283,354
- Market cap
- $33,146M
- P/E (TTM)
- 26.9x
- EPS (TTM)
- $7.96
- EPS est. 2026
- $6.16
- P/E est. 2026
- 34.8x
- Dividend yield
- n/a
- Beta
- 1.49
- Payout
- 0%
The analysis of this company is being prepared and will appear in the next update.
Twilio financials
Q3 2026 results, quarter ended Sep 30, 2026
| Metric | Q3 2026 | 1-year change |
|---|---|---|
| Total revenue | $1,560M | +19.9% |
| Net income | $161M | +332.7% |
| Earnings per share | $1.00 | +334.8% |
| Net margin | 10.3% | +7.5 pp |
| Free cash flow | $370M | +49.3% |
| Debt / equity | 0.12 | −16.9% |
Revenue and net income ($M)
Total revenueNet income
| Quarter | Total revenue | Net income |
|---|---|---|
| Q3 2025 | $1,300M | $37M |
| Q4 2025 | $1,366M | −$46M |
| Q1 2026 | $1,407M | $90M |
| Q2 2026 | $1,499M | $1,067M |
| Q3 2026 | $1,560M | $161M |
Twilio earnings per share (EPS)
Consensus estimates
| Period | EPS est. | 1-year change |
|---|---|---|
| Current quarterQ4 2026 · Analysts: 26 | $1.5471.50 – 2.00 | +16.4%$1.330 |
| Next quarterQ1 2027 · Analysts: 23 | $1.5861.44 – 1.71 | +5.7%$1.500 |
| Current year2026 · Analysts: 28 | $6.1616.10 – 6.61 | +26.0%$4.890 |
| Next year2027 · Analysts: 31 | $6.8586.21 – 7.49 | +11.3%$6.161 |
Forward P/E: 34.8x (2026) and 31.2x (2027) at the current price.
Actual and estimated EPS ($)
Actual EPSEstimated EPS
| Quarter | Actual EPS | Estimated EPS |
|---|---|---|
| Q3 2025 | $0.230 | — |
| Q4 2025 | $1.330 | $1.230 |
| Q1 2026 | $1.500 | $1.271 |
| Q2 2026 | $1.470 | $1.324 |
| Q3 2026 | $1.650 | $1.468 |
| Q4 2026 | — | $1.547 |
| Q1 2027 | — | $1.586 |
| Year | Actual EPS | Estimated EPS |
|---|---|---|
| 2022 | −$6.860 | — |
| 2023 | −$5.540 | — |
| 2024 | −$0.660 | — |
| 2025 | $0.210 | — |
| 2026 | — | $6.161 |
| 2027 | — | $6.858 |
EPS trend
| Quarter | EPS | YoY change |
|---|---|---|
| Q1 2027Estimated | $1.586 | +5.7% |
| Q4 2026Estimated | $1.547 | +16.3% |
| Q3 2026 | $1.650est. $1.468 · surprise +12.4% | +617.4% |
| Q2 2026 | $1.470est. $1.324 · surprise +11.1% | n/a |
| Q1 2026 | $1.500est. $1.271 · surprise +18.0% | n/a |
| Q4 2025 | $1.330est. $1.230 · surprise +8.2% | n/a |
| Q3 2025 | $0.230 | n/a |
| Year | EPS | Annual change |
|---|---|---|
| 2027Estimated | $6.858 | +11.3% |
| 2026Estimated | $6.161 | +2,833.7% |
| 2025 | $0.210 | n/s |
| 2024 | −$0.660 | n/s |
| 2023 | −$5.540 | n/s |
| 2022 | −$6.860 | n/a |
Normalised EPS according to the analyst consensus collected by Yahoo Finance; it may differ from the reported EPS in the results table.
Twilio dividend
Twilio has not paid dividends in recent years.
Twilio forecasts
31 analyst ratings
Consensus: Buy · 25 buy, 5 hold, 1 sell
1-year price forecast
Share price
Price target (high, median, low)
| Target | Price | Upside |
|---|---|---|
| High | $325.00 | +51.7% |
| Median | $274.00 | +27.9% |
| Low | $165.00 | −23.0% |
| Date | Close |
|---|---|
| Nov 28, 2025 | $129.69 |
| Dec 31, 2025 | $142.24 |
| Jan 30, 2026 | $120.46 |
| Feb 27, 2026 | $120.96 |
| Mar 31, 2026 | $125.82 |
| Apr 30, 2026 | $148.06 |
| May 29, 2026 | $190.64 |
| Jun 30, 2026 | $206.33 |
| Jul 31, 2026 | $197.35 |
| Aug 31, 2026 | $235.63 |
| Sep 30, 2026 | $292.46 |
| Oct 30, 2026 | $205.03 |
| Nov 10, 2026 | $214.21 |
Twilio peers
| Ticker | Company | Market cap ($M) | P/E | Price ($) | 1-day change | 52-week range |
|---|---|---|---|---|---|---|
| TWLO | Twilio | 33,146 | 26.9x | 214.21 | +3.66% | 105.00308.40 |
| MSFT | Microsoft Corp. | 3,959,350 | 27.8x | 533.16 | −2.20% | 349.20559.15 |
| PLTR | Palantir Technologies | 406,771 | 118.9x | 168.82 | −0.22% | 106.37212.94 |
| ORCL | Oracle | 367,827 | 18.5x | 117.98 | −1.51% | 109.21250.25 |
| PANW | Palo Alto Networks | 267,107 | 815.9x | 326.36 | −1.37% | 139.57432.33 |
| CRWD | CrowdStrike | 231,164 | 3,762.7x | 225.76 | −1.23% | 85.68286.99 |
What the AI agents think about Twilio
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