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- $34.6BMarket Cap
- 111.79%1-Year Change
- Software - InfrastructureIndustry
TWILIO-A (TWLO)
Key Performance
More- Earnings Score: 69
- Momentum Score: 60
- True Yield: N/A
- Financial Health Score: 98
Latest Research & News
Parkev Tatevosian updates his ranking of Twilio stock following the company's strong Q2 2026 earnings. Twilio raised its full-year growth guidance to 18% and posted record revenue of $1.5 billion, causing the stock to surge 25% in a day. The article highlights how restructuring efforts have enabled the business to achieve higher profit margins as revenue increases.
08/23/2026, 12:26 AM • The Motley Fool
Stock Market Today, Aug. 7: Markets Rally on Jobs Shock and Atlassian Surges 35%
Major stock indexes reached record highs on August 7, 2026, following an unexpected contraction in July payrolls that boosted interest rate optimism. The S&P 500 gained 0.62%, Nasdaq rose 1.30%, and the Dow climbed 0.28%. Atlassian surged 35% and Twilio gained 25% on strong earnings, while Trade Desk and Papa John's International declined on disappointing results. The Bank of America bull-and-bear indicator hit its highest level since 2021, prompting analysts to recommend rotating into defensive investments.
08/07/2026, 5:18 PM • The Motley Fool
Why Palantir Technologies Stock Skyrocketed (Again) Today
Palantir Technologies stock surged 9.4% on Friday, continuing momentum from its 27% jump earlier in the week following strong Q2 earnings. The company reported 93% year-over-year revenue growth and 156% EPS growth, easing investor concerns about AI's impact on software businesses. Additional positive results from other enterprise software companies like Twilio further boosted sentiment that AI will enhance rather than replace software solutions.
08/07/2026, 1:22 PM • The Motley Fool
NICE vs. Twilio: Which Technology Stock Is a Better Buy in 2026?
The article compares NICE and Twilio as investment options for 2026. NICE is recommended as the better choice due to its established profitability (20.8% net margin), lower valuation (Forward P/E of 9.0x), and proven cloud momentum across 150+ countries. While Twilio shows impressive headline revenue growth of 14%, the article argues this is inflated by carrier pass-through fees that don't contribute to gross profit, with underlying organic growth being more modest. NICE's steady execution and AI-embedded enterprise solutions are positioned as more attractive than Twilio's still-developing voice AI story.
07/14/2026, 7:06 PM • The Motley Fool
Bank of America identifies five enterprise software stocks—Datadog, JFrog, MongoDB, Snowflake, and Twilio—as outperformers in 2026, collectively up 30% while the broader software sector declines 12%. The analyst attributes their strength to solid execution, AI exposure, and differentiated products, with AI-related revenue growing over 100% at Datadog and strong adoption across all five companies. BofA maintains Buy ratings on all five, expecting the gap between these winners and struggling peers to widen.
06/10/2026, 11:28 AM • Benzinga
SalesCloser has commissioned a dedicated AI inference cluster using NVIDIA Blackwell-class GPUs hosted on Canadian renewable energy infrastructure. The owned inference layer enables custom model fine-tuning, sophisticated agentic workflows, data sovereignty for regulated industries, reduced vendor dependency, and sustainable operations—positioning the company for enterprise market expansion.
05/15/2026, 4:52 PM • GlobeNewswire
SalesCloser Announces Collaboration with Twilio to Accelerate Customer Deployments
SalesCloser Technologies has entered into a collaboration with Twilio to simplify enterprise phone number activation and reduce deployment friction for its AI-powered sales agents. The partnership streamlines account setup, phone number provisioning, identity verification, and regulatory compliance, enabling faster time-to-launch and improved call reliability for SalesCloser customers.
05/08/2026, 4:30 PM • GlobeNewswire
Ten large-cap stocks delivered strong performance during the week of April 27-May 1, driven by earnings beats and strategic announcements. Notable gainers include Atlassian (28.76%), Centene (25.68%), Twilio (27.36%), and Nokia (24.3%), with gains fueled by better-than-expected quarterly results, raised guidance, and analyst upgrades. Other top performers include Aurora Innovation, Bloom Energy, Seagate, NXP Semiconductors, Intel, and Sandisk.
05/03/2026, 9:51 AM • Benzinga
Twilio stock surged 23.46% after the cloud communications company reported strong Q1 2026 results with 20% year-over-year revenue growth to $1.4 billion and 31% jump in adjusted operating income. The company raised its full-year guidance, citing unprecedented demand for its conversational AI voice technology. CEO Khozema Shipchandler highlighted AI as a foundational infrastructure layer driving growth.
05/01/2026, 6:28 PM • The Motley Fool
Stock Market Today, May 1: S&P 500 and Nasdaq Power to New Highs
The S&P 500 and Nasdaq reached new records on May 1, 2026, driven by strong tech earnings, particularly Apple's upbeat guidance. While the Dow slipped, over 80% of S&P 500 earnings beat estimates. However, oil prices spiked above $106/barrel with energy firms warning of potential supply disruptions, creating mixed signals for investors between resilient earnings and macro risks.
05/01/2026, 5:14 PM • The Motley Fool
Stock Market Today: Apple Earnings Power S&P 500, Nasdaq To Records; Trump Hits EU
U.S. equities reached all-time highs on Friday as Apple's blowout Q2 earnings powered a broad technology rally. The S&P 500 advanced 0.7% to 7,262, while the Nasdaq 100 rose 1.1% to 27,743. Apple surged 5.1% on strong revenue and guidance, while software stocks like Atlassian, Twilio, and Reddit soared on earnings beats. Energy stocks declined as crude oil fell over 3%. Some mega-cap earnings disappointed, including Amgen and Roblox, which posted significant declines.
05/01/2026, 1:11 PM • Benzinga
U.S. stock futures were mixed on Friday following Thursday's record advances in mega-cap earnings. The Trump administration leveraged a three-week ceasefire to avoid a congressional War Powers deadline. Key movers included Apple (up 3.11% premarket after beating Q2 expectations), Twilio (up 20.69% on strong Q1 results), Atlassian (up 24.26% on earnings beat), and Roblox (down 22.10% despite upbeat results due to lowered FY26 guidance). Treasury yields held steady with the 10-year at 4.39%, while markets price in a 94.8% probability of unchanged Fed rates in June.
05/01/2026, 8:41 AM • Benzinga
U.S. stock futures were mixed on Friday following Thursday's record advances in mega-cap earnings. The Trump administration leveraged a ceasefire to avoid a War Powers Resolution deadline. Key movers included Apple (up 3.11% premarket after beating Q2 expectations), Twilio (up 20.69% on strong Q1 results), Atlassian (up 24.26% on earnings beat), and Roblox (down 22.10% despite upbeat results due to lowered FY26 guidance). Treasury yields held steady with markets pricing a 94.8% likelihood of unchanged Fed rates in June.
05/01/2026, 5:03 AM • Benzinga
No Street Capital sold 265,000 shares of Chart Industries (worth ~$53.7 million) in Q4 2025, reducing its stake despite the company achieving $1.01 billion in adjusted EBITDA. The sale likely reflects portfolio rebalancing toward higher-growth tech and consumer names, as Chart's 9% annual return underperforms the S&P 500's 17% gain. The pending Baker Hughes acquisition at $210/share also limits upside potential.
03/02/2026, 11:30 AM • The Motley Fool
Consumer Tech News (Feb 9-13): AI Energy Push, And Mixed Tech Earnings Dominate Headlines & More
The week saw mixed tech earnings with strong performances from Twilio, Roku, Applied Materials, HubSpot, and AppLovin, while Lyft missed revenue expectations. Major developments included Anthropic's $30 billion funding round and commitment to cover AI data center electricity costs, Amazon's Leo satellite deployment, and regulatory challenges for OpenAI. EV sales declined globally, though WeRide and Uber launched Abu Dhabi's first robotaxi service. Apple won a patent lawsuit, while concerns emerged about AI safety compliance and data center energy demands.
02/15/2026, 10:00 AM • Benzinga
Peers
Statistics
MoreInformation as of 08/21/2026
Company Profile
Twilio Inc., together with its subsidiaries, provides customer engagement platform solutions in the United States and internationally. The company provides various application programming interfaces and software solutions for communications between customers and end users, including messaging, voice, email, video interactions, digital engagement centers, marketing campaigns, and user authentication and identity solutions. It also offers software products to build direct and personalized relationships with their end users, such as Segment, a platform that provides tools to harness the power of contextual data by unifying real-time information collected throughout each customer's journey into a unique profile. Twilio Inc. was incorporated in 2008 and is headquartered in San Francisco, California.
Key Executives
- Khozema Z. Shipchandler
- Aidan Viggiano
- Inbal Shani
- Amy Holcroft
- Thomas Wyatt
Current Ownership Distribution
- Institutions2.6B (73.04%)
- Mutual Funds952.6M (26.63%)
- Insiders12.1M (0.34%)
- Other0 (0.00%)