Symbols / TWLO Stock $150.45 +3.54% Twilio Inc.

Technology • Software - Infrastructure • United States • NYQ
TWLO (Stock) Chart
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About

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.

Stock Fundamentals
Scroll to Statements
Market Cap 22.81B Enterprise Value 21.41B Income 33.83M Sales 5.07B Book/sh 51.32 Cash/sh 16.30
Dividend Yield — Payout 0.00% Employees 5587 IPO — P/E 716.43 Forward P/E 23.54
PEG 0.29 P/S 4.50 P/B 2.93 P/C — EV/EBITDA 57.76 EV/Sales 4.22
Quick Ratio 3.50 Current Ratio 4.03 Debt/Eq 13.83 LT Debt/Eq — EPS (ttm) 0.21 EPS next Y 6.39
EPS Growth — Revenue Growth 14.30% Earnings 2026-04-30 ROA 1.11% ROE 0.43% ROIC —
Gross Margin 48.95% Oper. Margin 5.43% Profit Margin 0.67% Shs Outstand 151.51M Shs Float 144.95M Short Float 4.50%
Short Ratio 3.57 Short Interest — 52W High 154.64 52W Low 87.97 Beta 1.28 Avg Volume 2.45M
Volume 3.38M Target Price $145.16 Recom Buy Prev Close $145.30 Price $150.45 Change 3.54%
Valuation Models

Price estimates from analyst targets and simple models.

1. Analyst consensus
$145.16
Mean price target
2. Current target
$150.45
Latest analyst target
3. DCF / Fair value
$112.14
Simplified: (Free Cash Flow ÷ Shares) × 18 (P/FCF multiple). Not a …
Ratings
Current target
$150.45
Low
$100.00
High
$185.00
Mean
$145.16

Latest analyst rating changes

Date Action Analyst Rating Change Price Target
2026-04-22 up B of A Securities Underperform → Buy $190
2026-04-21 main Mizuho Outperform → Outperform $165
2026-04-06 up Jefferies Hold → Buy $160
2026-03-02 up TD Cowen Hold → Buy $160
2026-02-13 reit Piper Sandler Neutral → Neutral $130
2026-02-13 main Rosenblatt Buy → Buy $180
2026-02-13 main BTIG Buy → Buy $155
2026-01-15 main Morgan Stanley Overweight → Overweight $169
2026-01-07 main Rosenblatt Buy → Buy $180
2026-01-05 down Piper Sandler Overweight → Neutral $148
2026-01-05 main RBC Capital Underperform → Underperform $100
2025-12-30 main Citizens Market Outperform → Market Outperform $185
2025-10-31 main Wells Fargo Overweight → Overweight $147
2025-10-31 main JP Morgan Overweight → Overweight $145
2025-10-31 main Piper Sandler Overweight → Overweight $145
2025-10-31 main UBS Buy → Buy $150
2025-10-31 main Stifel Hold → Hold $120
2025-10-31 main Keybanc Overweight → Overweight $156
2025-10-31 main Rosenblatt Buy → Buy $140
2025-10-31 main Mizuho Outperform → Outperform $150
News
RSS: Latest TWLO news
Insider Transactions
Filed Date Insider Relationship Transaction Shares Price Value SEC
2026-04-06 SHIPCHANDLER KHOZEMA Chief Executive Officer — 15,715 $131.93 $2,096,193
2026-04-02 VIGGIANO AIDAN Chief Financial Officer — 9,389 $127.02 $1,197,216
2026-03-31 VIGGIANO AIDAN Chief Financial Officer — 8,231 $122.45 $1,010,653
2026-03-31 SHIPCHANDLER KHOZEMA Chief Executive Officer — 12,624 $122.35 $1,550,337
2026-03-24 ROBINSON DOUGLAS A Director — 3,526 $0.00 $0
2026-03-13 EPSTEIN JEFFREY EMANUEL Director — 951 $0.00 $0
2026-03-13 PATRICK DEVAL L Director — 673 $0.00 $0
2026-03-13 ROTTENBERG ERIKA Director — 686 $0.00 $0
2026-03-13 ROTTENBERG ERIKA Director — 686 $0.00 $0
2026-03-13 IMMELT JEFFREY R Director — 703 $0.00 $0
Financials
Statement View
Amounts in millions (2 decimals, no suffix) • EPS per share (2 decimals) • Trend = period evolution • YoY Growth = previous period %
Line Item Trend 2025-12-31 2024-12-31 2023-12-31 2022-12-31
Total Revenue
5,067.22
+13.66%
4,458.04
+7.32%
4,153.94
+8.56%
3,826.32
Operating Revenue
5,067.22
+13.66%
4,458.04
+7.32%
4,153.94
+8.56%
3,826.32
Cost Of Revenue
2,588.49
+18.75%
2,179.82
+3.31%
2,110.01
+4.83%
2,012.74
Reconciled Cost Of Revenue
2,438.65
+20.66%
2,021.10
+6.22%
1,902.73
+4.81%
1,815.46
Gross Profit
2,478.73
+8.80%
2,278.21
+11.46%
2,043.93
+12.70%
1,813.58
Operating Expense
2,304.05
-0.63%
2,318.65
-4.75%
2,434.23
-14.42%
2,844.53
Research And Development
1,020.16
+1.13%
1,008.75
+7.00%
942.79
-12.63%
1,079.08
Selling General And Administration
1,238.29
-1.93%
1,262.64
-10.72%
1,414.32
-15.99%
1,683.60
Selling And Marketing Expense
827.61
+1.73%
813.57
-13.99%
945.86
-18.89%
1,166.19
General And Administrative Expense
410.68
-8.55%
449.07
-4.14%
468.46
-9.46%
517.41
Other Gand A
410.68
-8.55%
449.07
-4.14%
468.46
-9.46%
517.41
Total Expenses
4,892.54
+8.76%
4,498.47
-1.01%
4,544.25
-6.44%
4,857.27
Operating Income
174.68
+532.00%
-40.44
+89.64%
-390.30
+62.14%
-1,030.95
Total Operating Income As Reported
157.80
+393.81%
-53.71
+93.87%
-876.54
+27.28%
-1,205.31
EBITDA
370.12
+123.57%
165.55
+256.34%
-105.89
+85.92%
-751.82
Normalized EBITDA
467.63
+150.01%
187.04
-56.14%
426.50
+173.86%
-577.47
Reconciled Depreciation
195.44
-5.12%
205.98
-27.58%
284.41
+1.89%
279.13
EBIT
174.68
+532.00%
-40.44
+89.64%
-390.30
+62.14%
-1,030.95
Total Unusual Items
-97.51
-353.67%
-21.49
+95.96%
-532.39
-205.34%
-174.36
Total Unusual Items Excluding Goodwill
-97.51
-353.67%
-21.49
+95.96%
-532.39
-205.34%
-174.36
Special Income Charges
-97.51
-353.67%
-21.49
+95.96%
-532.39
-205.34%
-174.36
Impairment Of Capital Assets
1.85
0.00
-100.00%
320.50
+227.98%
97.72
Restructuring And Mergern Acquisition
15.03
+13.24%
13.27
-91.99%
165.73
+116.26%
76.64
Write Off
80.63
+880.89%
8.22
-82.19%
46.15
0.00
Net Income
33.83
+130.93%
-109.40
+89.23%
-1,015.44
+19.16%
-1,256.14
Pretax Income
55.09
+162.17%
-88.61
+91.11%
-996.73
+19.85%
-1,243.63
Other Income Expense
-119.59
-148.22%
-48.18
+92.06%
-606.42
-185.13%
-212.68
Other Non Operating Income Expenses
79.14
-3.25%
81.80
+70.90%
47.86
+1690.66%
-3.01
Tax Provision
21.26
+2.26%
20.79
+11.11%
18.71
+49.54%
12.51
Tax Rate For Calcs
0.00
+85.71%
0.00
+0.00%
0.00
+0.00%
0.00
Tax Effect Of Unusual Items
-38.03
-742.54%
-4.51
+95.96%
-111.80
-205.34%
-36.62
Net Income Including Noncontrolling Interests
33.83
+130.93%
-109.40
+89.23%
-1,015.44
+19.16%
-1,256.14
Net Income From Continuing Operation Net Minority Interest
33.83
+130.93%
-109.40
+89.23%
-1,015.44
+19.16%
-1,256.14
Net Income From Continuing And Discontinued Operation
33.83
+130.93%
-109.40
+89.23%
-1,015.44
+19.16%
-1,256.14
Net Income Continuous Operations
33.83
+130.93%
-109.40
+89.23%
-1,015.44
+19.16%
-1,256.14
Normalized Income
93.31
+200.96%
-92.42
+84.46%
-594.85
+46.81%
-1,118.40
Net Income Common Stockholders
33.83
+130.93%
-109.40
+89.23%
-1,015.44
+19.16%
-1,256.14
Diluted EPS
0.21
+131.82%
-0.66
+88.09%
-5.54
+19.24%
-6.86
Basic EPS
0.22
+133.33%
-0.66
+88.09%
-5.54
+19.24%
-6.86
Basic Average Shares
152.99
-7.80%
165.93
-9.49%
183.33
+0.18%
182.99
Diluted Average Shares
159.79
-3.70%
165.93
-9.49%
183.33
+0.18%
182.99
Diluted NI Availto Com Stockholders
33.83
+130.93%
-109.40
+89.23%
-1,015.44
+19.16%
-1,256.14
Amortization
45.61
-3.49%
47.26
-38.73%
77.13
-5.77%
81.85
Amortization Of Intangibles Income Statement
45.61
-3.49%
47.26
-38.73%
77.13
-5.77%
81.85
Depreciation Amortization Depletion Income Statement
45.61
-3.49%
47.26
-38.73%
77.13
-5.77%
81.85
Depreciation And Amortization In Income Statement
45.61
-3.49%
47.26
-38.73%
77.13
-5.77%
81.85
Earnings From Equity Interest
-101.22
+6.70%
-108.48
+11.01%
-121.90
-245.17%
-35.31
Line Item Trend 2025-12-31 2024-12-31 2023-12-31 2022-12-31
Total Assets
9,770.89
-0.96%
9,865.47
-15.02%
11,609.71
-7.60%
12,564.30
Current Assets
3,576.73
+3.75%
3,447.30
-29.70%
4,903.97
-1.61%
4,984.09
Cash Cash Equivalents And Short Term Investments
2,470.34
+3.60%
2,384.40
-40.57%
4,011.99
-3.44%
4,155.07
Cash And Cash Equivalents
682.34
+61.96%
421.30
-35.77%
655.93
+0.64%
651.75
Other Short Term Investments
1,788.01
-8.92%
1,963.10
-41.51%
3,356.06
-4.20%
3,503.32
Receivables
636.74
+8.19%
588.54
+4.58%
562.77
+2.79%
547.51
Accounts Receivable
636.74
+8.19%
588.54
+4.58%
562.77
+2.79%
547.51
Gross Accounts Receivable
658.24
+6.85%
616.04
+1.86%
604.77
—
Allowance For Doubtful Accounts Receivable
-21.50
+21.82%
-27.50
+34.52%
-42.00
—
Prepaid Assets
307.26
-7.98%
333.91
+69.63%
196.85
—
Other Current Assets
162.39
+15.62%
140.45
+6.12%
132.35
-52.98%
281.51
Total Non Current Assets
6,194.16
-3.49%
6,418.17
-4.29%
6,705.73
-11.54%
7,580.22
Net PPE
509.94
+5.50%
483.37
+1.87%
474.52
+23.15%
385.32
Gross PPE
622.85
-1.13%
629.93
-4.35%
658.57
-1.94%
671.62
Accumulated Depreciation
-112.91
+22.96%
-146.56
+20.37%
-184.06
+35.71%
-286.30
Properties
0.00
0.00
0.00
0.00
Machinery Furniture Equipment
72.03
-6.96%
77.42
-14.08%
90.10
-10.28%
100.42
Construction In Progress
421.80
+18.04%
357.33
+20.05%
297.65
+15.38%
257.98
Other Properties
66.87
-42.88%
117.08
-34.41%
178.50
-19.43%
221.55
Leases
62.14
-20.44%
78.10
-15.39%
92.31
+0.71%
91.66
Goodwill And Other Intangible Assets
5,139.91
-1.96%
5,242.84
-2.96%
5,402.84
-11.92%
6,134.09
Goodwill
5,291.79
+0.93%
5,243.27
+0.00%
5,243.27
-0.77%
5,284.15
Other Intangible Assets
-151.88
-35804.73%
-0.42
-100.27%
159.57
-81.23%
849.93
Investments And Advances
301.64
-37.91%
485.83
-18.15%
593.58
-15.19%
699.91
Long Term Equity Investment
301.64
-37.91%
485.83
-18.15%
593.58
-15.19%
699.91
Other Non Current Assets
242.67
+17.73%
206.12
-12.21%
234.80
-34.94%
360.90
Total Liabilities Net Minority Interest
1,949.34
+1.93%
1,912.51
+1.88%
1,877.15
-6.39%
2,005.26
Current Liabilities
887.01
+8.14%
820.22
+11.10%
738.30
-8.64%
808.16
Payables And Accrued Expenses
550.06
+6.74%
515.33
+0.10%
514.84
-8.51%
562.71
Payables
143.35
-20.32%
179.90
-5.58%
190.53
-12.17%
216.92
Accounts Payable
85.09
-15.05%
100.17
-16.26%
119.61
-4.00%
124.61
Current Accrued Expenses
406.71
+21.25%
335.43
+3.43%
324.31
-6.21%
345.78
Pensionand Other Post Retirement Benefit Plans Current
143.15
+23.91%
115.52
0.00
-100.00%
39.18
Total Tax Payable
58.26
-26.93%
79.73
+12.43%
70.91
-23.19%
92.32
Current Debt And Capital Lease Obligation
35.12
+4.27%
33.69
-32.46%
49.87
-24.54%
66.09
Current Capital Lease Obligation
35.12
+4.27%
33.69
-32.46%
49.87
-24.54%
66.09
Current Deferred Liabilities
158.68
+1.93%
155.68
+7.74%
144.50
+3.87%
139.11
Current Deferred Revenue
158.68
+1.93%
155.68
+7.74%
144.50
+3.87%
139.11
Other Current Liabilities
—
0.32
-98.91%
29.09
+2628.52%
1.07
Total Non Current Liabilities Net Minority Interest
1,062.34
-2.74%
1,092.29
-4.09%
1,138.86
-4.87%
1,197.10
Long Term Debt And Capital Lease Obligation
1,046.45
-2.79%
1,076.46
-3.00%
1,109.72
-5.41%
1,173.22
Long Term Debt
992.29
+0.17%
990.59
+0.17%
988.95
+0.16%
987.38
Long Term Capital Lease Obligation
54.16
-36.93%
85.88
-28.89%
120.77
-35.01%
185.84
Other Non Current Liabilities
15.89
+0.40%
15.82
-45.69%
29.14
+22.00%
23.88
Stockholders Equity
7,821.55
-1.65%
7,952.97
-18.28%
9,732.55
-7.83%
10,559.04
Common Stock Equity
7,821.55
-1.65%
7,952.97
-18.28%
9,732.55
-7.83%
10,559.04
Capital Stock
0.15
-0.65%
0.15
-15.93%
0.18
-2.15%
0.19
Common Stock
0.15
-0.65%
0.15
-15.93%
0.18
-2.15%
0.19
Preferred Stock
0.00
0.00
0.00
0.00
Share Issued
152.41
-0.13%
152.61
-16.12%
181.95
-2.17%
185.98
Ordinary Shares Number
152.41
-0.13%
152.61
-16.12%
181.95
-2.17%
185.98
Additional Paid In Capital
16,148.19
+4.34%
15,476.12
+4.58%
14,797.72
+5.28%
14,055.85
Retained Earnings
-8,342.46
-10.91%
-7,522.01
-48.48%
-5,065.97
-50.07%
-3,375.84
Gains Losses Not Affecting Retained Earnings
15.67
+1304.30%
-1.30
-310.18%
0.62
+100.51%
-121.16
Other Equity Adjustments
15.67
+1304.30%
-1.30
-310.18%
0.62
+100.51%
-121.16
Total Equity Gross Minority Interest
7,821.55
-1.65%
7,952.97
-18.28%
9,732.55
-7.83%
10,559.04
Total Capitalization
8,813.83
-1.45%
8,943.55
-16.58%
10,721.50
-7.14%
11,546.42
Working Capital
2,689.72
+2.38%
2,627.08
-36.94%
4,165.68
-0.25%
4,175.93
Invested Capital
8,813.83
-1.45%
8,943.55
-16.58%
10,721.50
-7.14%
11,546.42
Total Debt
1,081.57
-2.57%
1,110.15
-4.26%
1,159.60
-6.43%
1,239.32
Net Debt
309.95
-45.55%
569.29
+70.95%
333.02
-0.78%
335.63
Capital Lease Obligations
89.28
-25.32%
119.56
-29.94%
170.64
-32.27%
251.93
Net Tangible Assets
2,681.64
-1.05%
2,710.12
-37.41%
4,329.71
-2.15%
4,424.95
Tangible Book Value
2,681.64
-1.05%
2,710.12
-37.41%
4,329.71
-2.15%
4,424.95
Line Item Trend 2025-12-31 2024-12-31 2023-12-31 2022-12-31
Operating Cash Flow
1,003.24
+40.07%
716.24
+72.69%
414.75
+263.05%
-254.37
Cash Flow From Continuing Operating Activities
1,003.24
+40.07%
716.24
+72.69%
414.75
+263.05%
-254.37
Net Income From Continuing Operations
33.83
+130.93%
-109.40
+89.23%
-1,015.44
+19.16%
-1,256.14
Depreciation Amortization Depletion
195.44
-5.12%
205.98
-27.58%
284.41
+1.89%
279.13
Depreciation And Amortization
195.44
-5.12%
205.98
-27.58%
284.41
+1.89%
279.13
Other Non Cash Items
110.65
+4.03%
106.36
-11.28%
119.88
+0.30%
119.52
Stock Based Compensation
600.41
-2.63%
616.61
-8.77%
675.86
-15.37%
798.56
Provisionand Write Offof Assets
8.23
-76.75%
35.39
-31.75%
51.86
+48.12%
35.01
Asset Impairment Charge
82.48
+903.38%
8.22
-97.76%
366.66
+275.21%
97.72
Deferred Tax
—
—
—
—
Deferred Income Tax
—
—
—
—
Operating Gains Losses
100.20
-9.04%
110.16
-32.09%
162.22
+359.34%
35.31
Gain Loss On Investment Securities
-1.02
-160.44%
1.68
-79.10%
8.04
—
Change In Working Capital
-113.87
+51.37%
-234.14
-1.52%
-230.65
+41.85%
-396.64
Change In Receivables
-55.07
+9.96%
-61.16
+28.13%
-85.09
+56.29%
-194.66
Changes In Account Receivables
-55.07
+9.96%
-61.16
+28.13%
-85.09
+56.29%
-194.66
Change In Prepaid Assets
10.55
+106.88%
-153.47
-172.68%
-56.28
+40.33%
-94.33
Change In Payables And Accrued Expense
87.68
+30.52%
67.18
+270.30%
-39.45
-137.30%
105.77
Change In Accrued Expense
102.65
+17.41%
87.43
+268.74%
-51.82
-168.69%
75.43
Change In Payable
-14.97
+26.08%
-20.26
-263.75%
12.37
-59.22%
30.34
Change In Account Payable
-14.97
+26.08%
-20.26
-263.75%
12.37
-59.22%
30.34
Change In Other Working Capital
2.04
-81.77%
11.18
+108.17%
5.37
+299.81%
-2.69
Change In Other Current Assets
-122.20
-159.58%
-47.08
-1922.21%
-2.33
+98.41%
-146.46
Change In Other Current Liabilities
-36.87
+27.42%
-50.79
+3.92%
-52.87
+17.76%
-64.28
Investing Cash Flow
80.95
-94.09%
1,370.84
+499.66%
228.60
+137.08%
-616.45
Cash Flow From Continuing Investing Activities
80.95
-94.09%
1,370.84
+499.66%
228.60
+137.08%
-616.45
Net PPE Purchase And Sale
-5.85
+16.19%
-6.98
+38.30%
-11.31
+67.14%
-34.42
Purchase Of PPE
-5.85
+16.19%
-6.98
+38.30%
-11.31
+67.14%
-34.42
Capital Expenditure
-57.82
+1.65%
-58.79
-14.74%
-51.23
+36.10%
-80.18
Capital Expenditure Reported
-51.97
-0.31%
-51.81
-29.76%
-39.92
+12.75%
-45.76
Net Investment Purchase And Sale
200.26
-85.99%
1,429.62
+477.83%
247.41
+149.60%
-498.86
Purchase Of Investment
-1,050.86
-13.75%
-923.86
+52.70%
-1,953.00
-0.76%
-1,938.34
Sale Of Investment
1,251.12
-46.84%
2,353.49
+6.96%
2,200.42
+52.86%
1,439.48
Net Business Purchase And Sale
-61.50
0.00
-100.00%
32.42
+186.67%
-37.41
Purchase Of Business
-61.50
0.00
+100.00%
-5.77
+84.58%
-37.41
Financing Cash Flow
-833.10
+63.96%
-2,311.57
-259.16%
-643.61
-1530.02%
45.01
Cash Flow From Continuing Financing Activities
-833.10
+63.96%
-2,311.57
-259.16%
-643.61
-1530.02%
45.01
Net Issuance Payments Of Debt
-5.31
+57.75%
-12.56
+22.16%
-16.13
-20.20%
-13.42
Issuance Of Debt
—
—
0.00
0.00
Repayment Of Debt
-5.31
+57.75%
-12.56
+22.16%
-16.13
-20.20%
-13.42
Long Term Debt Issuance
—
—
0.00
0.00
Long Term Debt Payments
-5.31
+57.75%
-12.56
+22.16%
-16.13
-20.20%
-13.42
Net Long Term Debt Issuance
-5.31
+57.75%
-12.56
+22.16%
-16.13
-20.20%
-13.42
Net Common Stock Issuance
-868.94
+62.78%
-2,334.40
-249.07%
-668.75
0.00
Common Stock Payments
-868.94
+62.78%
-2,334.40
-249.07%
-668.75
0.00
Repurchase Of Capital Stock
-868.94
+62.78%
-2,334.40
-249.07%
-668.75
0.00
Proceeds From Stock Option Exercised
41.36
+10.64%
37.39
-14.72%
43.84
-26.40%
59.56
Net Other Financing Charges
-0.21
+89.35%
-2.00
+22.03%
-2.56
-126.39%
-1.13
Changes In Cash
251.10
+211.85%
-224.49
-87936.86%
-0.26
+99.97%
-825.81
Effect Of Exchange Rate Changes
0.00
0.00
-100.00%
0.11
+80.00%
0.06
Beginning Cash Position
431.44
-34.23%
655.93
-0.02%
656.08
-55.73%
1,481.83
End Cash Position
682.53
+58.20%
431.44
-34.23%
655.93
-0.02%
656.08
Free Cash Flow
945.43
+43.80%
657.46
+80.86%
363.52
+208.66%
-334.55
Interest Paid Supplemental Data
37.58
-0.86%
37.90
-1.26%
38.39
+2.37%
37.50
Income Tax Paid Supplemental Data
17.71
-51.54%
36.55
-3.36%
37.82
+410.16%
7.41
Amortization Of Securities
-14.13
+38.40%
-22.94
-52036.36%
-0.04
-100.13%
33.16
Common Stock Issuance
—
—
0.00
0.00
Earnings Losses From Equity Investments
101.22
-6.70%
108.48
-11.01%
121.90
+245.17%
35.31
Issuance Of Capital Stock
—
—
0.00
0.00
Sale Of Business
0.00
0.00
-100.00%
38.19
0.00
SEC Filings

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