Twilio

TWLO

Market cap $18.7B

The latest trading day saw Twilio (TWLO) settling at $129.83, representing a -1.65% change from its previous close.

Twilio is delivering strong double-digit revenue growth, driven by robust enterprise cloud adoption and improving net retention rates, now at 109%. TWLO is strategically transitioning to an AI-native customer engagement platform, targeting the fast-growing agentic AI market for accelerated future growth. Non-GAAP operating income is surging at rates of 20%+ annually, and growing net retention, as well as TAM expansion in the agentic AI market, present levers for stronger earnings growth.

Twilio (TWLO) concluded the recent trading session at $136.24, signifying a -1.53% move from its prior day's close.

In the AI world at the start of 2026, the biggest names tend to be either hardware providers like NVIDIA Corp. NASDAQ: NVDA or stalwart tech giants with an interest in the space, such as Microsoft NASDAQ: MSFT. Since many leading AI companies like OpenAI and Anthropic are not publicly traded, investors have only limited and indirect access to this sector.

Twilio (TWLO) reached $144.14 at the closing of the latest trading day, reflecting a +1.85% change compared to its last close.

Healthcare, storage chips, and software adding AI integration take the focus of Tuesday's Big 3. Jenny Horne and Rick Ducat turn to technical analysis in Johnson & Johnson (JNJ), SanDisk (SNDK), and Twilio (TWLO).

Twilio outperformed against all the 3 catalysts that I was tracking in its Q3 FY25 earnings, with revenue growth accelerating to 15% YoY and non-GAAP margins anchored at 18%. Twilio also raised full-year FY25 guidance to 12.5% revenue growth and 18% non-GAAP operating margin, signaling strong business momentum. Product innovation in Conversational AI, branded communication, and cross-sell add-ons drove accelerating growth and expanding margins for Twilio.

Palantir stock has been a top performer on the market this year, but it has been under pressure lately. Investors seeking an alternative way to capitalize on the AI software boom should consider Twilio.

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?

Recently, Zacks.com users have been paying close attention to Twilio (TWLO). This makes it worthwhile to examine what the stock has in store.