TWLOTechnology · Software - InfrastructureThe 30 Wall Street analysts covering Twilio, Inc. hold a median 12-month price target of $270 — -2.1% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 81 of 100 as at 8 Oct 2026 — inside the top quartile. The factors read stronger than the Street's target implies. That gap is the story on this page.
Consensus tells you what everyone already believes. The model scores Twilio, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Momentum (98): The shares have been drifting up relative to others.
Accruals (34): A large share of reported profit has not shown up as cash, or the balance sheet is expanding quickly — both tend to unwind.
Size (6): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on TWLO, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits −2.1% from it.
Of the 20 most recent actions, 8 moved their price target up and 0 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 25 Sept 2026 | HSBC | Downgrade | Reduce | $211 |
| 22 Sept 2026 | Rosenblatt | Maintains | Buy | $275 → $290 |
| 22 Sept 2026 | TD Cowen | Maintains | Buy | $260 → $300 |
| 11 Sept 2026 | BTIG | Reiterates | Buy | — |
| 11 Sept 2026 | BTIG | Reiterates | Buy | $285 |
| 27 Aug 2026 | Citizens | Reiterates | Market Outperform | $275 |
| 27 Aug 2026 | Citizens | Reiterates | Market Outperform | — |
| 8 Aug 2026 | UBS | Maintains | Buy | — |
| 7 Aug 2026 | BTIG | Maintains | Buy | — |
| 7 Aug 2026 | BTIG | Maintains | Buy | $245 → $285 |
| 7 Aug 2026 | Citizens | Maintains | Market Outperform | $250 → $275 |
| 7 Aug 2026 | Citizens | Maintains | Market Outperform | — |
| 7 Aug 2026 | Keybanc | Maintains | Overweight | — |
| 7 Aug 2026 | Keybanc | Maintains | Overweight | $200 → $250 |
| 7 Aug 2026 | Needham | Maintains | Buy | — |
| 7 Aug 2026 | Needham | Maintains | Buy | $250 → $280 |
| 7 Aug 2026 | Oppenheimer | Maintains | Outperform | — |
| 7 Aug 2026 | Oppenheimer | Maintains | Outperform | $235 → $275 |
| 7 Aug 2026 | Piper Sandler | Maintains | Neutral | — |
| 7 Aug 2026 | Piper Sandler | Maintains | Neutral | $192 → $247 |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. TWLO appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 8 Oct 2026, Twilio, Inc. returned +141.8% against +16.2% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 19% of US stocks
Cheaper than 17% of US stocks
Cheaper than 21% of US stocks
Cheaper than 3% of US stocks
Higher than 71% of US stocks
Higher than 99% of US stocks
Higher than 60% of US stocks
Higher than 60% of US stocks
Higher than 83% of US stocks
Higher than 72% of US stocks
Higher than 59% of US stocks
Higher than 1% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Twilio, Inc. has a market value of $43.1B and an enterprise value of $41.5B.
Revenue in the twelve months to 30 June 2026: $5.6B. The latest quarter grew 22.0% year on year.
Net income over the same four quarters: $1.1B, a 20.6% net margin.
Diluted earnings per share, trailing twelve months: $7.18.
Free cash flow in the twelve months to 30 June 2026: $988.6M, after $61.2M of capital spending.
Twilio, Inc. spent $868.7M on share buybacks in the twelve months to 30 June 2026.
Trailing P/E: 38.8×; forward P/E: 41.3× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.00%, paying out 0% of earnings.
Twilio, Inc. employs 5,492 people — $1.0M of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Twilio, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Twilio announced that it will release its third-quarter 2026 results after market close on October 29, 2026. The company will host a conference call at 2:00 p.m. PT / 5:00 p.m. ET to discuss the results.
Why it matters — TWLO watchers can note the scheduled date and time for the company’s quarterly results and investor call.
Twilio shares have risen 97% this year to new highs, and investors are increasingly nervous ahead of third-quarter earnings, which have no date set. Jefferies says investors are focused on gross profit dollar growth, the effect of personal AI assistants on voice AI, and potential competition from hyperscalers.
Why it matters — These issues are key areas of investor attention as they assess Twilio ahead of its third-quarter earnings.
Twilio shares were trading nearly 6% lower Tuesday as traders pared back a sharp run-up near fresh highs, despite constructive risk appetite across equities.
Why it matters — The decline follows a strong recent move and gives TWLO watchers a snapshot of Tuesday’s trading action.
Twilio shares closed the recent trading session at $300.91, a +2.15% gain from the prior day's close, outperforming the broader market. The article highlights this price movement relative to market performance.
Why it matters — A TWLO watcher would care because the stock's outperformance relative to the broader market signals investor confidence in the company's recent trading momentum.
Twilio stock will be added to the S&P 500 index before the market opens on Oct. 6, replacing Warner Bros. Discovery in the benchmark index.
Why it matters — Inclusion in the S&P 500 can increase visibility and demand for Twilio shares, an event TWLO watchers would track.
The 30 Wall Street analysts covering Twilio, Inc. have a median 12-month price target of $270, with estimates ranging from $165 to $330. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 30 analysts covering Twilio, Inc., 25 rate it a Buy, 3 a Hold and 2 a Sell. Ticker Nerd's systematic factor model ranks Twilio, Inc. 81 out of 100 across roughly 4,600 US stocks as at 8 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 8 Oct 2026, Twilio, Inc. ranks 81 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Momentum (98 of 100).
No one can know that. What the data says: the median 12-month target from 30 analysts implies -2.1% from the last close, and Ticker Nerd's factor model ranks Twilio, Inc. 81 out of 100 as at 8 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Twilio, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for TWLO are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $165 to $330 over the next 12 months.
Twilio, Inc. returned +141.8% over the 12 months to 8 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
Twilio Inc. Class A Common Stock represents ownership in Twilio Inc., a cloud communications and customer engagement software company.
The most recent item we track (Business Wire, 8 Oct 2026): "Twilio to Announce Third Quarter 2026 Results on October 29, 2026". Twilio announced that it will release its third-quarter 2026 results after market close on October 29, 2026. The company will host a conference call at 2:00 p.m. PT / 5:00 p.m. ET to discuss the results.
Twilio Inc. Class A Common Stock represents ownership in Twilio Inc., a cloud communications and customer engagement software company. Twilio provides programmable tools that help businesses build, manage, and personalize communications across messaging, voice, email, video, authentication, and contact center workflows. Its platform is used by developers and enterprises to embed real-time communication capabilities into applications and digital services, supporting customer support, notifications, identity verification, and omnichannel engagement. The company serves a broad range of industries, including technology, retail, healthcare, financial services, and transportation, through products such as Messaging, Voice, Email, Flex, and Segment. Twilio’s role in the market is centered on enabling scalable digital interactions between organizations and their customers through cloud-based infrastructure and APIs.
CEO Mr. Khozema Zoher Shipchandler · 5,492 employees · United States · https://www.twilio.com
