114.23 USD
-0.06
0.05%
At close May 15, 4:00 PM EDT
After hours
114.00
-0.23
0.20%
1 day
-0.05%
5 days
7.21%
1 month
29.35%
3 months
-9.04%
6 months
18.26%
Year to date
4.73%
1 year
85.92%
5 years
-39.63%
10 years
296.77%
 

About: Twilio is a cloud-based communications platform-as-a-service company offering communication building blocks that allow for a fully customized customer engagement experience spanning voice, video, chat, and SMS messaging. It does this through various application programming interfaces and prebuilt solution applications aimed at improving customer engagement. The company leverages its Super Network, a global network of carrier relationships, to facilitate high-speed, cost-effective communication.

Employees: 5,535

0
Funds holding %
of 7,425 funds
0
Analysts bullish %
of 15 analysts

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

267% more first-time investments, than exits

New positions opened: 202 | Existing positions closed: 55

70% more capital invested

Capital invested by funds: $7.55B [Q3] → $12.8B (+$5.29B) [Q4]

23% more funds holding

Funds holding: 595 [Q3] → 729 (+134) [Q4]

22% more call options, than puts

Call options by funds: $818M | Put options by funds: $670M

14% more funds holding in top 10

Funds holding in top 10: 14 [Q3] → 16 (+2) [Q4]

5.38% more ownership

Funds ownership: 72.08% [Q3] → 77.45% (+5.38%) [Q4]

13% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 233

Research analyst outlook

15 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target
$75
34%
downside
Avg. target
$131
14%
upside
High target
$170
49%
upside

15 analyst ratings

12 positive
80%
neutral
13%
negative
7%
Tigress Financial
Ivan Feinseth
60% 1-year accuracy
44 / 73 met price target
49%upside
$170
Buy
Maintained
8 May 2025
HSBC
Stephen Bersey
75% 1-year accuracy
6 / 8 met price target
13%downside
$99
Hold
Upgraded
5 May 2025
UBS
Taylor McGinnis
71% 1-year accuracy
12 / 17 met price target
31%upside
$150
Buy
Maintained
2 May 2025
Jefferies
Samad Samana
58% 1-year accuracy
11 / 19 met price target
7%upside
$122
Hold
Maintained
2 May 2025
Goldman Sachs
Kash Rangan
48% 1-year accuracy
14 / 29 met price target
27%upside
$145
Buy
Maintained
2 May 2025

Financial journalist opinion

Based on 23 articles about TWLO published over the past 30 days

Positive
Bloomberg Technology
1 day ago
Twilio CEO Outlines Microsoft Partnership
Twilio CEO Khozema Shipchandler discusses the company's new partnership with Microsoft and the impact conversational AI is having on the business. Shipchandler speaks with Ed Ludlow on “Bloomberg Technology”.
Twilio CEO Outlines Microsoft Partnership
Neutral
Business Wire
1 day ago
Twilio Unveils Next-Generation Customer Engagement Platform Built for an AI and Data-Powered World at SIGNAL 2025
SAN FRANCISCO--(BUSINESS WIRE)--Twilio (NYSE: TWLO), the customer engagement platform that drives real-time, personalized experiences for today's leading brands, kicked off its user conference, SIGNAL, with a preview of its next generation platform – optimized for seamless customer engagement in an AI- and data-powered world. The company also announced enhanced Customer Data Platform (CDP) capabilities and significant Communications Platform as a Service (CPaaS) updates, including new conversat.
Twilio Unveils Next-Generation Customer Engagement Platform Built for an AI and Data-Powered World at SIGNAL 2025
Neutral
Business Wire
1 day ago
Twilio Announces Multi-Year Strategic Partnership With Microsoft to Accelerate Conversational AI Initiatives
SAN FRANCISCO--(BUSINESS WIRE)--Twilio (NYSE: TWLO), the customer engagement platform that drives real-time, personalized experiences for today's leading brands, today announced at Twilio SIGNAL a multi-year strategic partnership with Microsoft to accelerate adoption of conversational AI solutions for customer engagement. The collaboration unlocks potential for more than 10 million Twilio developers and thousands of Microsoft managed customers to build the future of conversational AI and helps.
Twilio Announces Multi-Year Strategic Partnership With Microsoft to Accelerate Conversational AI Initiatives
Positive
Zacks Investment Research
2 days ago
Is Twilio (TWLO) Stock Outpacing Its Computer and Technology Peers This Year?
Here is how Twilio (TWLO) and Clearfield (CLFD) have performed compared to their sector so far this year.
Is Twilio (TWLO) Stock Outpacing Its Computer and Technology Peers This Year?
Neutral
The Motley Fool
6 days ago
1 Artificial Intelligence (AI) Stock That Could Soar in the Second Half of 2025 and Beyond
The broader weakness in the stock market has weighed on shares of Twilio (TWLO 0.40%) so far this year, with the cloud communications specialist losing more than 4% of its value as of this writing. But the company's latest quarterly report has injected life into the stock.
1 Artificial Intelligence (AI) Stock That Could Soar in the Second Half of 2025 and Beyond
Positive
Zacks Investment Research
1 week ago
Here's Why Twilio (TWLO) is a Strong Momentum Stock
Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.
Here's Why Twilio (TWLO) is a Strong Momentum Stock
Positive
Zacks Investment Research
1 week ago
Is It Worth Investing in Twilio (TWLO) Based on Wall Street's Bullish Views?
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
Is It Worth Investing in Twilio (TWLO) Based on Wall Street's Bullish Views?
Positive
Zacks Investment Research
1 week ago
Twilio Inc. (TWLO) is Attracting Investor Attention: Here is What You Should Know
Twilio (TWLO) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Twilio Inc. (TWLO) is Attracting Investor Attention: Here is What You Should Know
Positive
Zacks Investment Research
1 week ago
Twilio Stock Soars 9% on Q1 Earnings Beat & FY25 Guidance Raise
TWLO's first-quarter 2025 results reflect the benefits of growth in communications revenues and improved cost discipline.
Twilio Stock Soars 9% on Q1 Earnings Beat & FY25 Guidance Raise
Neutral
Seeking Alpha
2 weeks ago
Twilio Inc. (TWLO) Q1 2025 Earnings Call Transcript
Twilio Inc. (NYSE:TWLO ) Q1 2025 Earnings Conference Call May 1, 2025 5:00 PM ET Corporate Participants Bryan Vaniman - Senior VP, Investor Relations and Corporate Development Khozema Shipchandler - Chief Executive Officer Aidan Viggiano - Chief Financial Officer Thomas Wyatt - Chief Revenue Officer Conference Call Participants Michael Turrin - Wells Fargo Securities Nick Altmann - Scotiabank Meta Marshall - Morgan Stanley Mark Murphy - JPMorgan Alex Zukin - Wolfe Research Joshua Reilly - Needham Billy Fitzsimmons - Jefferies Jim Fish - Piper Sandler Arjun Bhatia - William Blair Patrick Walravens - Citizens Michael Funk - Bank of America Operator Good day and thank you for standing by. Welcome to the Twilio First Quarter 2025 Earnings Call.
Twilio Inc. (TWLO) Q1 2025 Earnings Call Transcript
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