Twilio
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
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
60% more first-time investments, than exits
New positions opened: 165 | Existing positions closed: 103
40% more capital invested
Capital invested by funds: $11.6B [Q1] → $16.3B (+$4.64B) [Q2]
39% more call options, than puts
Call options by funds: $584M | Put options by funds: $421M
31% more funds holding in top 10
Funds holding in top 10: 13 [Q1] → 17 (+4) [Q2]
14% more repeat investments, than reductions
Existing positions increased: 287 | Existing positions reduced: 252
7.93% more ownership
Funds ownership: 77.8% [Q1] → 85.72% (+7.93%) [Q2]
6% more funds holding
Funds holding: 765 [Q1] → 813 (+48) [Q2]
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
4 analyst ratings
|
RBC Capital
Rishi Jaluria
|
$75
|
Underperform
Reiterated
|
17 Sep 2025 |
|
Rosenblatt
Catharine Trebnick
|
$140
|
Buy
Initiated
|
5 Sep 2025 |
|
UBS
Taylor McGinnis
|
$135
|
Buy
Maintained
|
8 Aug 2025 |
|
Piper Sandler
James Fish
|
$144
|
Overweight
Maintained
|
8 Aug 2025 |
Financial journalist opinion
Based on 10 articles about TWLO published over the past 30 days
