TWLOTechnology · Software - InfrastructureThe 32 Wall Street analysts covering Twilio, Inc. hold a median 12-month price target of $261 — +9.6% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 82 of 100 as at 15 Aug 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 (97): Analysts have, on balance, been raising their forecasts.
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 (7): 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.
The green dot is the last close — the median target sits +9.6% from it.
Of the 20 most recent actions, 15 moved their price target up and 0 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 8 Aug 2026 | UBS | Maintains | Buy | — |
| 7 Aug 2026 | BTIG | Maintains | Buy | $245 → $285 |
| 7 Aug 2026 | Citizens | Maintains | Market Outperform | $250 → $275 |
| 7 Aug 2026 | Keybanc | Maintains | Overweight | $200 → $250 |
| 7 Aug 2026 | Needham | Maintains | Buy | $250 → $280 |
| 7 Aug 2026 | Oppenheimer | Maintains | Outperform | $235 → $275 |
| 7 Aug 2026 | Piper Sandler | Maintains | Neutral | $192 → $247 |
| 7 Aug 2026 | Rosenblatt | Maintains | Buy | $230 → $275 |
| 7 Aug 2026 | TD Cowen | Maintains | Buy | $245 → $260 |
| 7 Aug 2026 | UBS | Maintains | Buy | $200 → $285 |
| 7 Aug 2026 | Wells Fargo | Maintains | Overweight | $225 → $275 |
| 28 July 2026 | BTIG | Maintains | Buy | $215 → $245 |
| 28 July 2026 | BTIG | Maintains | Buy | — |
| 20 July 2026 | Citizens | Maintains | Market Outperform | — |
| 20 July 2026 | Citizens | Maintains | Market Outperform | $210 → $250 |
| 20 July 2026 | Wells Fargo | Maintains | Overweight | — |
| 20 July 2026 | Wells Fargo | Maintains | Overweight | $200 → $225 |
| 17 July 2026 | Mizuho | Maintains | Outperform | — |
| 17 July 2026 | Mizuho | Maintains | Outperform | $200 → $240 |
| 17 July 2026 | TD Cowen | Maintains | Buy | $210 → $245 |
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.
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 25% of US stocks
Cheaper than 20% of US stocks
Cheaper than 24% of US stocks
Cheaper than 3% of US stocks
Higher than 72% 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
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
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 Director Andrew Stafman sold approximately 500,000 shares for a total value of $123.5 million, based on the August 12, 2026 execution price. The sale reduced Stafman's total insider equity holdings by 79%.
Why it matters — A significant insider sell-off of this magnitude could signal to TWLO watchers that a director is reducing their stake substantially in the company.
Twilio presented at Canaccord Genuity's 46th Annual Growth Conference, with a transcript of the presentation published by Seeking Alpha. The item covers the company's participation in the investor conference.
Why it matters — A TWLO watcher would care because the presentation transcript offers insight into how company leadership framed its business to investors at a major growth conference.
The Zacks article discusses how investors rely on Wall Street analyst recommendations when deciding whether to buy, sell, or hold a stock. It notes that media reports about brokerage-firm analysts changing their ratings can affect a stock's price, in the context of Twilio's bullish analyst views.
Why it matters — A Twilio watcher would care because changes in sell-side analyst ratings and media coverage of them can influence the stock's price movements.
Twilio was among several stocks mentioned on CNBC's "Halftime Report Final Trades" segment, though the excerpt only details a recommendation for Transocean Ltd.
Why it matters — For Twilio watchers, the mention indicates the stock is on the radar of market experts and CNBC's audience, though no specific recommendation or analysis for Twilio was provided in the cited excerpt.
Twilio surged over 80% year-to-date after a strong Q2 beat-and-raise amid a software sector rebound, and raised its FY26 guidance to 13%-13.5% organic and 18%-18.5% total revenue growth, with free cash flow margin guidance raised to 19.1%. The guidance increase is largely organic, with only about $15 million of the roughly $177 million increase attributed to carrier fee pass-throughs.
Why it matters — This signals accelerating growth and a stronger free cash flow profile that TWLO watchers would find encouraging following the company's latest quarterly update.
The 32 Wall Street analysts covering Twilio, Inc. have a median 12-month price target of $261, with estimates ranging from $136 to $330. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 32 analysts covering Twilio, Inc., 26 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 15 Aug 2026. None of this is personal advice — it does not consider your circumstances.
As at 15 Aug 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 (97 of 100).
No one can know that. What the data says: the median 12-month target from 32 analysts implies +9.6% from the last close, and Ticker Nerd's factor model ranks Twilio, Inc. 82 out of 100 as at 15 Aug 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: $136 to $330 over the next 12 months.
Twilio, Inc. returned +136.2% over the 12 months to 14 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.
Twilio Inc. is a cloud communications platform company that provides software and APIs for messaging, voice, email, video, and customer engagement.
The most recent item we track (The Motley Fool, 13 Aug 2026): "Twilio Director Andrew Stafman Sells 500,000 Shares for $123.5 Million". Twilio Director Andrew Stafman sold approximately 500,000 shares for a total value of $123.5 million, based on the August 12, 2026 execution price. The sale reduced Stafman's total insider equity holdings by 79%.
Twilio Inc. is a cloud communications platform company that provides software and APIs for messaging, voice, email, video, and customer engagement. Twilio Inc. helps businesses embed real-time communication into their applications and customer workflows through its communications platform and customer data tools. Its offerings support use cases such as account notifications, authentication, contact center operations, and personalized engagement across industries including retail, financial services, healthcare, and technology. The company operates through its Twilio Communications and Twilio Segments businesses, serving organizations that need scalable digital communication infrastructure and customer interaction capabilities.
CEO Mr. Khozema Z. Shipchandler · 5,492 employees · United States · https://www.twilio.com