Twilio Inc.
227.19USD
+1.3000 (+0.58%)
Consensus EPS on the street’s adjusted basis, not the filed GAAP figure — which is why the actuals here can differ from the income statement.
| Period | Consensus EPS | 90 days ago | Revisions up (30d) | Revisions down (30d) |
|---|---|---|---|---|
| Current quarter | $1.47▲ | $1.4 | 19 | 2 |
| Next quarter | $1.48▼ | $1.5 | 9 | 11 |
| Current year | $5.93▲ | $5.71 | 26 | 1 |
| Next year | $6.79▲ | $6.6 | 25 | 3 |
Beat in 4 of the last 4
| Quarter | Estimate | Actual | Surprise |
|---|---|---|---|
| 2026-06-30 | $1.32 | $1.47 | +0.15 (+11.1%) |
| 2026-03-31 | $1.27 | $1.5 | +0.23 (+18.0%) |
| 2025-12-31 | $1.23 | $1.33 | +0.10 (+8.2%) |
| 2025-09-30 | $1.07 | $1.25 | +0.18 (+17.0%) |
438 ratings from 47 firms
Ratings are attributed to the research firm, not to individual analysts. See every ticker.
| Firm | Action | Rating | Price Target | Date |
|---|---|---|---|---|
| Citizens | Reiterated | Market Outperform | $275 | Aug 27, 2026 |
| UBS | Maintained | Buy | $200 $285 | Aug 8, 2026 |
| TD Cowen | Maintained | Buy | $245 $260 | Aug 7, 2026 |
| Piper Sandler | Maintained | Neutral | $192 $247 | Aug 7, 2026 |
| Oppenheimer | Maintained | Outperform | $235 $275 | Aug 7, 2026 |
| Citizens | Maintained | Market Outperform | $250 $275 | Aug 7, 2026 |
| Wells Fargo | Maintained | Overweight | $225 $275 | Aug 7, 2026 |
| Keybanc | Maintained | Overweight | $200 $250 | Aug 7, 2026 |
| Rosenblatt | Maintained | Buy | $230 $275 | Aug 7, 2026 |
| Needham | Maintained | Buy | $250 $280 | Aug 7, 2026 |
| BTIG | Maintained | Buy | $245 $285 | Aug 7, 2026 |
| BTIG | Maintained | Buy | $215 $245 | Jul 28, 2026 |
| Citizens | Maintained | Market Outperform | $210 $250 | Jul 20, 2026 |
| Wells Fargo | Maintained | Overweight | $200 $225 | Jul 20, 2026 |
| Mizuho | Maintained | Outperform | $200 $240 | Jul 17, 2026 |
| TD Cowen | Maintained | Buy | $210 $245 | Jul 17, 2026 |
| Stifel | Upgraded from Hold | Buy | $175 $260 | Jul 10, 2026 |
| KGI Securities | Initiated | Outperform | $250 | Jul 2, 2026 |
| Rosenblatt | Maintained | Buy | $230 | Jun 18, 2026 |
| Tigress Financial | Maintained | Buy | $170 $255 | Jun 11, 2026 |
| Oppenheimer | Maintained | Outperform | $200 $235 | May 18, 2026 |
| BTIG | Reiterated | Buy | $215 | May 12, 2026 |
| Needham | Maintained | Buy | $200 $250 | May 11, 2026 |
| Rosenblatt | Maintained | Buy | $210 $230 | May 7, 2026 |
| UBS | Maintained | Buy | $180 $200 | May 1, 2026 |
153 filings from 12 insiders · 24 buy / 20 sell over 6m
Officers and directors of TWLO, from the last two years of filings. Grants, gifts and option exercises are shown but not colour-coded — they are compensation, not a view on the price.
| Insider | Action | Shares | Price | Value | Date |
|---|---|---|---|---|---|
| VIGGIANO AIDANChief Financial Officer | Sell | 1.4k | $233.32 | $327k | Aug 17, 2026 |
| STAFMAN ANDREW J.Director | Sellindirect | 500.0k | $247.08 | $123.54M | Aug 12, 2026 |
| ROTTENBERG ERIKADirector | Sellindirect | 3.5k | $249.17 | $881k | Aug 10, 2026 |
| SHIPCHANDLER KHOZEMAChief Executive Officer | Sell | 14.5k | $206.99 | $3.04M | Jul 6, 2026 |
| VIGGIANO AIDANChief Financial Officer | Sell | 8.5k | $205.43 | $1.75M | Jul 2, 2026 |
| VIGGIANO AIDANChief Financial Officer | Sell | 9.1k | $199.27 | $1.83M | Jun 30, 2026 |
| SHIPCHANDLER KHOZEMAChief Executive Officer | Sell | 13.9k | $199.24 | $2.79M | Jun 30, 2026 |
| ROTTENBERG ERIKADirector | Grant | 398 | — | — | Jun 15, 2026 |
| DUBINSKY DONNADirector | Grant | 391 | — | — | Jun 15, 2026 |
| SUZUKI MIYUKIDirector | Grant | 396 | — | — | Jun 15, 2026 |
| ROBINSON DOUGLAS ADirector | Grant | 361 | — | — | Jun 15, 2026 |
| BELL CHARLES HDirector | Grant | 399 | — | — | Jun 15, 2026 |
| STAFMAN ANDREW J.Director | Grantindirect | 399 | — | — | Jun 15, 2026 |
| IMMELT JEFFREY RDirector | Grant | 408 | — | — | Jun 15, 2026 |
| EPSTEIN JEFFREY EMANUELDirector | Grant | 540 | — | — | Jun 15, 2026 |
| PATRICK DEVAL LDirector | Grant | 391 | — | — | Jun 15, 2026 |
| DUBINSKY DONNADirector | Gift | 391 | — | — | Jun 15, 2026 |
| ROTTENBERG ERIKADirector | Gift | 398 | — | — | Jun 15, 2026 |
| SHIPCHANDLER KHOZEMAChief Executive Officer | Exercise | 44.2k | $117.94 | $5.21M | Jun 4, 2026 |
| SHIPCHANDLER KHOZEMAChief Executive Officer | Sell | 44.2k | $235.88 | $10.42M | Jun 4, 2026 |
No analyst notes on TWLO yet.
Analyst Ratings
29 analysts covering
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Consensus |
|---|---|---|---|---|---|---|
| Current | 6 | 19 | 4 | 0 | 1 | Buy2.03 |
| 1 mo ago | 6 | 20 | 4 | 0 | 1 | Buy2.03 |
| 2 mo ago | 6 | 20 | 4 | 0 | 2 | Buy2.13 |
| 3 mo ago | 6 | 18 | 5 | 0 | 2 | Buy2.16 |