113.16 USD
-4.16
3.55%
At close Jul 11, 4:00 PM EDT
After hours
113.00
-0.16
0.14%
1 day
-3.55%
5 days
-5.53%
1 month
-4.26%
3 months
30.28%
6 months
4.82%
Year to date
3.75%
1 year
98.49%
5 years
-49.66%
10 years
293.05%
 

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 7,312 funds
0
Analysts bullish %
of 15 analysts

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

69% more call options, than puts

Call options by funds: $780M | Put options by funds: $462M

42% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 90

3% more funds holding

Funds holding: 734 [Q4 2024] → 758 (+24) [Q1 2025]

3% more repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 256

0.21% more ownership

Funds ownership: 77.5% [Q4 2024] → 77.71% (+0.21%) [Q1 2025]

10% less capital invested

Capital invested by funds: $12.9B [Q4 2024] → $11.6B (-$1.25B) [Q1 2025]

19% less funds holding in top 10

Funds holding in top 10: 16 [Q4 2024] → 13 (-3) [Q1 2025]

Research analyst outlook

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

Low target
$99
13%
downside
Avg. target
$135
20%
upside
High target
$170
50%
upside

15 analyst ratings

13 positive
87%
neutral
13%
negative
0%
Keybanc
Thomas Blakey
29%upside
$146
Overweight
Initiated
6 Jun 2025
Needham
Joshua Reilly
10%upside
$125
Buy
Reiterated
16 May 2025
Tigress Financial
Ivan Feinseth
50%upside
$170
Buy
Maintained
8 May 2025
HSBC
Stephen Bersey
13%downside
$99
Hold
Upgraded
5 May 2025
UBS
Taylor McGinnis
33%upside
$150
Buy
Maintained
2 May 2025

Financial journalist opinion

Based on 17 articles about TWLO published over the past 30 days

Positive
Zacks Investment Research
16 hours ago
Why Twilio (TWLO) is a Top Momentum Stock for the Long-Term
Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.
Why Twilio (TWLO) is a Top Momentum Stock for the Long-Term
Neutral
Zacks Investment Research
2 days ago
Wall Street Analysts See Twilio (TWLO) as a Buy: Should You Invest?
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
Wall Street Analysts See Twilio (TWLO) as a Buy: Should You Invest?
Positive
The Motley Fool
2 days ago
2 Growth Stocks to Invest $1,000 in Right Now
The stock market has gained impressive momentum of late following a difficult start to the year, with the tech-laden Nasdaq Composite index rising an impressive 32% in the space of just three months.
2 Growth Stocks to Invest $1,000 in Right Now
Positive
Zacks Investment Research
3 days ago
Why Twilio (TWLO) is a Top Growth Stock for the Long-Term
The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
Why Twilio (TWLO) is a Top Growth Stock for the Long-Term
Neutral
Business Wire
3 days ago
PayJunction Launches AI-Driven Voice Payments Powered by Twilio
SANTA BARBARA, Calif.--(BUSINESS WIRE)--PayJunction, a leading tech-focused payments company, announced today an integration with Twilio (NYSE: TWLO), the customer engagement platform providing real-time personalized experiences, that enables businesses to easily automate and scale their phone payment operations. Through this integration, PayJunction merchants can now deploy AI-driven Interactive Voice Response (IVR) solutions that securely process payments over the phone and eliminate manual p.
PayJunction Launches AI-Driven Voice Payments Powered by Twilio
Neutral
Zacks Investment Research
4 days ago
Twilio (TWLO) Advances While Market Declines: Some Information for Investors
Twilio (TWLO) concluded the recent trading session at $121.49, signifying a +1.01% move from its prior day's close.
Twilio (TWLO) Advances While Market Declines: Some Information for Investors
Positive
Zacks Investment Research
1 week ago
Investors Heavily Search Twilio Inc. (TWLO): Here is What You Need to Know
Recently, Zacks.com users have been paying close attention to Twilio (TWLO). This makes it worthwhile to examine what the stock has in store.
Investors Heavily Search Twilio Inc. (TWLO): Here is What You Need to Know
Positive
Zacks Investment Research
1 week ago
5 Must-Buy High-Flying Stocks With AI Frenzy Set to Dominate H2 2025
AI stocks like JBL, TWLO, PATH, INTU and DELL are gaining momentum as infrastructure investments surge in H2 2025.
5 Must-Buy High-Flying Stocks With AI Frenzy Set to Dominate H2 2025
Positive
Seeking Alpha
1 week ago
Twilio: A Potential Winner Of The AI Market Melt Up
Twilio's revenue growth has reaccelerated, with five consecutive quarters of improvement and strong customer expansion, signaling renewed business momentum. Profitability is improving, with non-GAAP operating margins rising, though gross margin development remains a concern. The Segment business unit underperforms, requiring better growth and net dollar retention to justify its value within Twilio's broader platform.
Twilio: A Potential Winner Of The AI Market Melt Up
Positive
Seeking Alpha
1 week ago
Twilio: Catalysts Propel AI Messaging Growth
We Initiate Strong Buy on Twilio with $194 PT, driven by AI-led messaging flywheel, robust enterprise expansion, and above-consensus growth outlook. AI automation is accelerating lead generation, customer conversion, and cross-sell, creating a compounding self-serve flywheel underappreciated by the market. Enterprise cohort momentum, multi-product adoption, and resilient messaging volumes support durable growth, margin expansion, and multiple re-rating potential.
Twilio: Catalysts Propel AI Messaging Growth
Charts implemented using Lightweight Charts™