TWLOTechnology · Software - InfrastructureThe 30 Wall Street analysts covering Twilio, Inc. hold a median 12-month price target of $265 — +13.7% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 79 of 100 as at 5 Sept 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 (96): 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.
Data provided by Twelve Data
The green dot is the last close — the median target sits +13.7% from it.
Of the 20 most recent actions, 9 moved their price target up and 0 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 27 Aug 2026 | Citizens | Reiterates | Market Outperform | $275 |
| 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 | $200 → $250 |
| 7 Aug 2026 | Keybanc | Maintains | Overweight | — |
| 7 Aug 2026 | Needham | Maintains | Buy | $250 → $280 |
| 7 Aug 2026 | Needham | Maintains | Buy | — |
| 7 Aug 2026 | Oppenheimer | Maintains | Outperform | $235 → $275 |
| 7 Aug 2026 | Oppenheimer | Maintains | Outperform | — |
| 7 Aug 2026 | Piper Sandler | Maintains | Neutral | $192 → $247 |
| 7 Aug 2026 | Piper Sandler | Maintains | Neutral | — |
| 7 Aug 2026 | Rosenblatt | Maintains | Buy | — |
| 7 Aug 2026 | Rosenblatt | Maintains | Buy | $230 → $275 |
| 7 Aug 2026 | TD Cowen | Maintains | Buy | $245 → $260 |
| 7 Aug 2026 | TD Cowen | Maintains | Buy | — |
| 7 Aug 2026 | UBS | Maintains | Buy | $200 → $285 |
| 7 Aug 2026 | Wells Fargo | Maintains | Overweight | — |
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 4 Sept 2026, Twilio, Inc. returned +119.7% against +20.0% 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 24% 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
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 $35.8B and an enterprise value of $34.2B.
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: 32.1×; forward P/E: 34.3× — the forward figure prices analyst consensus estimates, not reported 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 →
On the latest trading day, Twilio (TWLO) closed at $232.98, a decline of 3.12% from its previous close, representing a more significant drop than the broader market.
Why it matters — The stock's sharper-than-market decline on the day is a notable data point for those watching TWLO's recent trading performance.
Twilio's stock has risen 69% year-to-date, supported by accelerating growth, record free cash flow, and raised guidance. The company is also benefiting from rising demand for AI communications infrastructure.
Why it matters — TWLO watchers would note that the rally is backed by strong operational fundamentals and an expanding AI-driven growth opportunity.
Twilio (TWLO) has crossed above its 20-day moving average, a key level of technical support. The move is described as suggesting a short-term bullish trend for the stock.
Why it matters — TWLO watchers track technical moves like a break above the 20-day moving average because it signals a possible short-term bullish shift in the stock's price trend.
Zacks Investment Research listed TWLO among five top-ranked stocks, including ALL, W, BILL, and CRBU, that are likely to beat on the bottom line in their upcoming earnings releases.
Why it matters — TWLO watchers would care because the company is highlighted as a top-ranked stock expected to beat on earnings in its next release.
The article discusses Wall Street analysts rating Twilio (TWLO) as a Buy and examines whether such sell-side analyst recommendations are meaningful for investors deciding to buy, sell, or hold the stock.
Why it matters — A TWLO watcher would care because it addresses whether analyst Buy ratings on the stock actually carry weight in investment decisions.
The 30 Wall Street analysts covering Twilio, Inc. have a median 12-month price target of $265, with estimates ranging from $142 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, 4 a Hold and 1 a Sell. Ticker Nerd's systematic factor model ranks Twilio, Inc. 79 out of 100 across roughly 4,600 US stocks as at 5 Sept 2026. None of this is personal advice — it does not consider your circumstances.
As at 5 Sept 2026, Twilio, Inc. ranks 79 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 (96 of 100).
No one can know that. What the data says: the median 12-month target from 30 analysts implies +13.7% from the last close, and Ticker Nerd's factor model ranks Twilio, Inc. 79 out of 100 as at 5 Sept 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: $142 to $330 over the next 12 months.
Twilio, Inc. returned +119.7% over the 12 months to 4 Sept 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 (Zacks Investment Research, 4 Sept 2026): "Twilio (TWLO) Sees a More Significant Dip Than Broader Market: Some Facts to Know". On the latest trading day, Twilio (TWLO) closed at $232.98, a decline of 3.12% from its previous close, representing a more significant drop than the broader market.
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
