TWLOTechnology · Software - InfrastructureThe 31 Wall Street analysts covering Twilio, Inc. hold a median 12-month price target of $275 — +34.1% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 82 of 100 as at 31 Oct 2026 — inside the top quartile. Here, the model and the Street point the same way.
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
Revisions (99): Analysts have, on balance, been raising their forecasts.
Accruals (33): A large share of reported profit has not shown up as cash, or the balance sheet is expanding quickly — both tend to unwind.
Size (7): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ 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 +34.1% from it.
Of the 20 most recent actions, 8 moved their price target up and 1 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 30 Oct 2026 | Needham | Maintains | Buy | $280 → $240 |
| 28 Oct 2026 | Wells Fargo | Maintains | Overweight | $275 → $300 |
| 21 Oct 2026 | Oppenheimer | Maintains | Outperform | $275 → $325 |
| 16 Oct 2026 | BTIG | Maintains | Buy | $285 → $315 |
| 14 Oct 2026 | B of A Securities | Maintains | Buy | $270 → $320 |
| 8 Oct 2026 | JP Morgan | Maintains | Overweight | $260 → $335 |
| 8 Oct 2026 | JP Morgan | Maintains | Overweight | — |
| 25 Sept 2026 | HSBC | Downgrade | Reduce | — |
| 25 Sept 2026 | HSBC | Downgrade | Reduce | $211 |
| 22 Sept 2026 | Rosenblatt | Maintains | Buy | $275 → $290 |
| 22 Sept 2026 | Rosenblatt | Maintains | Buy | — |
| 22 Sept 2026 | TD Cowen | Maintains | Buy | — |
| 22 Sept 2026 | TD Cowen | Maintains | Buy | $260 → $300 |
| 11 Sept 2026 | BTIG | Reiterates | Buy | $285 |
| 11 Sept 2026 | BTIG | Reiterates | Buy | — |
| 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 |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
TWLO appears in the Radar on the weeks it earns a place.
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 30 Oct 2026, Twilio, Inc. returned +81.7% against +12.4% 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 27% of US stocks
Cheaper than 21% of US stocks
Cheaper than 27% 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 71% 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 $37.1B and an enterprise value of $35.6B.
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: 27.6×; forward P/E: 29.4× — 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 reported record quarterly free cash flow of $370 million and record third-quarter non-GAAP operating income of $326 million.
Why it matters — These record cash-flow and operating-income figures are relevant indicators of Twilio’s reported financial performance for investors following TWLO.
Twilio reported third-quarter revenue growth above its guidance range, citing demand across messaging, voice, software add-ons, self-service and independent software vendor customers. It raised its full-year revenue, operating income and free cash flow outlook and provided preliminary 2027 targets above its previous long-term framework.
Why it matters — The call outlined stronger-than-guided quarterly growth and raised financial outlooks that TWLO watchers may track.
Levi & Korsinsky announced a pending investigation into Twilio. The notice cites comments from Twilio’s CFO and CEO, fourth-quarter organic growth guidance of 11% to 12%, and a share decline of as much as 17%.
Why it matters — The notice and the cited growth guidance and share decline are relevant developments for investors following TWLO.
Twilio CEO Khozema Shipchandler discussed the company’s latest earnings report and consumer AI agents in a CNBC interview, saying the need for AI agent infrastructure could provide tailwinds for Twilio.
Why it matters — The interview connects demand for AI agent infrastructure with potential business tailwinds for Twilio.
Twilio’s Q3 earnings beat estimates, with messaging, voice and AI demand fueling 20% revenue growth and improved profitability. The company also raised its 2026 outlook.
Why it matters — The results point to stronger revenue growth and profitability, alongside a higher 2026 outlook, for TWLO watchers to note.
The 31 Wall Street analysts covering Twilio, Inc. have a median 12-month price target of $275, with estimates ranging from $165 to $350. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 31 analysts covering Twilio, Inc., 25 rate it a Buy, 4 a Hold and 2 a Sell. Ticker Nerd's systematic factor model ranks Twilio, Inc. 82 out of 100 across roughly 4,600 US stocks as at 31 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 31 Oct 2026, Twilio, Inc. ranks 82 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 Revisions (99 of 100).
No one can know that. What the data says: the median 12-month target from 31 analysts implies +34.1% from the last close, and Ticker Nerd's factor model ranks Twilio, Inc. 82 out of 100 as at 31 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 $350 over the next 12 months.
Twilio, Inc. returned +81.7% over the 12 months to 30 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 (The Motley Fool, 31 Oct 2026): "Twilio: 3 Key Takeaways for Long-Term Investors". Twilio reported record quarterly free cash flow of $370 million and record third-quarter non-GAAP operating income of $326 million.
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
