TwilioTWLO
TWLO
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 7,429 funds
0
Analysts bullish %
of 3 analysts
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
59% more first-time investments, than exits
New positions opened: 164 | Existing positions closed: 103
39% more capital invested
Capital invested by funds: $11.6B [Q1] → $16.1B (+$4.52B) [Q2]
31% more funds holding in top 10
Funds holding in top 10: 13 [Q1] → 17 (+4) [Q2]
20% more call options, than puts
Call options by funds: $450M | Put options by funds: $374M
12% more repeat investments, than reductions
Existing positions increased: 280 | Existing positions reduced: 251
7.45% more ownership
Funds ownership: 77.8% [Q1] → 85.25% (+7.45%) [Q2]
5% more funds holding
Funds holding: 764 [Q1] → 803 (+39) [Q2]
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$135
29%
upside
Avg. target
$142
35%
upside
High target
$146
40%
upside
3 analyst ratings
3 positive
100%
0 neutral
0%
0 negative
0%
UBS Taylor McGinnis | 29%upside $135 | Buy Maintained | 8 Aug 2025 |
Piper Sandler James Fish | 38%upside $144 | Overweight Maintained | 8 Aug 2025 |
Keybanc Thomas Blakey | 40%upside $146 | Overweight Initiated | 6 Jun 2025 |
Financial journalist opinion
Based on 32 articles about TWLO published over the past 30 days
Neutral
Business Wire
15 minutes ago
Twilio Announces General Availability of Rich Communication Services (RCS) to Transform Business Messaging with Branded, Interactive Experiences
SAN FRANCISCO--(BUSINESS WIRE)--Twilio (NYSE: TWLO), the customer engagement platform that drives real-time, personalized experiences for today's leading brands, today announced the general availability of Rich Communication Services (RCS) messaging globally. Twilio's RCS enables brands to send branded, verified messages with rich interactive features— marking the biggest leap in business messaging since SMS. Following the public beta launch last year, RCS is now available to all 349k+ active c.
Neutral
The Motley Fool
3 days ago
This Artificial Intelligence (AI) Stock Could Jump 27% at Least, According to Wall Street
Twilio (TWLO 5.25%) is a cloud communications company that's known for its application programming interfaces (APIs) that help its clients build software tools to remain in touch with their customers through various channels such as voice, text, email, video, and instant messaging. Its growth has accelerated in recent quarters thanks to the integration of artificial intelligence (AI)-focused tools into its communications platforms.
Positive
Zacks Investment Research
4 days ago
Investors Heavily Search Twilio Inc. (TWLO): Here is What You Need to Know
Twilio (TWLO) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
Neutral
Business Wire
1 week ago
Twilio to Participate in Upcoming Investor Events
SAN FRANCISCO--(BUSINESS WIRE)--Twilio (NYSE: TWLO), the customer engagement platform that drives real-time, personalized experiences for today's leading brands, today announced that it will participate in the following investor events: Vice President of Product for Voice & Video Andy O'Dower will participate in a Voice AI virtual fireside chat with Piper Sandler on Friday, August 22, 2025 at 8:30 a.m. (PT) / 11:30 a.m. (ET). Chief Executive Officer Khozema Shipchandler will participate in.
Positive
The Motley Fool
1 week ago
What Are the 2 Top Artificial Intelligence (AI) Stocks to Buy Right Now?
A lot of money is being spent on artificial intelligence (AI) hardware and software now as organizations and governments across the globe look to benefit from the efficiency and productivity gains that this technology can deliver.
Neutral
PRNewsWire
1 week ago
Twilio Set to Join S&P MidCap 400
NEW YORK , Aug. 14, 2025 /PRNewswire/ -- Twilio Inc. (NYSE: TWLO) will replace Amedisys Inc. (NASD: AMED) in the S&P MidCap 400 effective prior to the opening of trading on Tuesday, August 19. S&P 500 and S&P 100 constituent UnitedHealth Group Inc. (NYSE: UNH) acquired Amedisys in a deal completed today.
Negative
The Motley Fool
1 week ago
Is Twilio a Buy, Sell, or Hold After Its Most Recent Earnings Report?
With the stock down more than 20% just since Thursday's release of its second-quarter results, it would be easy to presume the worst of customer-communications technology company Twilio (TWLO 6.83%). That's a pretty big setback in a short period of time, after all, in an environment that's otherwise been mostly bullish.
Neutral
Seeking Alpha
1 week ago
What To Do With These Three S&P 500 Stocks After They Dropped By 10%
Recent S&P 500 laggards like Intel, Palo Alto Networks, and Twilio are seeing bottom-fishing interest after sharp declines, but growth remains limited. Intel is rated 'Hold' due to cost-cutting, restructuring, and lagging behind AMD and Nvidia in key markets, despite some innovation in GPUs. Palo Alto Networks also gets a neutral rating; its CyberArk acquisition adds risk but could boost results if integration succeeds.
Positive
The Motley Fool
1 week ago
Could Investing $30,000 in Twilio Make You a Millionaire?
Twilio's (TWLO 2.95%) stock closed at a record high of $443.49 on Feb. 18, 2021. That was a 2,857% gain from the cloud-based software's company's IPO price of $15 on June 23, 2016, and it would have turned a $34,000 investment into just over $1 million.
Negative
Seeking Alpha
1 week ago
Twilio's Much Needed Correction Is Here - New Growth Catalysts Ahead
Thank the market's over-reaction for TWLO's much needed pullback, since it brings the stock back to our Buy Zones and nearer to its peers' valuations. While the deteriorating gross/ EBIT margins are concerning, we believe that these headwinds are likely to be temporary, as we cycle through the upcoming pricing and cost actions. If anything, TWLO's new launches are already triggering improved cross selling trends, as observed in the higher dollar-based net expansion rate and the growing customer count.
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