Twilio Inc.
261.79USD
+8.1600 (+3.22%)
Not enough data yet
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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 | 1 | 0 |
| Next quarter | $1.48▼ | $1.5 | 1 | 0 |
| Current year | $5.93▲ | $5.71 | 1 | 0 |
| Next year | $6.8▲ | $6.65 | 2 | 0 |
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%) |
446 ratings from 47 firms
Ratings are attributed to the research firm, not to individual analysts. See every ticker.
| Firm | Action | Rating | Price Target | Date |
|---|---|---|---|---|
| Oppenheimer | Maintained | Outperform | $275 $325 | Oct 21, 2026 |
| BTIG | Maintained | Buy | $285 $315 | Oct 16, 2026 |
| B of A Securities | Maintained | Buy | $270 $320 | Oct 14, 2026 |
| JP Morgan | Maintained | Overweight | $260 $335 | Oct 8, 2026 |
| HSBC | Downgraded from Hold | Reduce | $211 | Sep 25, 2026 |
| TD Cowen | Maintained | Buy | $260 $300 | Sep 22, 2026 |
| Rosenblatt | Maintained | Buy | $275 $290 | Sep 22, 2026 |
| BTIG | Reiterated | Buy | $285 | Sep 11, 2026 |
| 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 |
187 filings from 20 insiders · 16 buy / 16 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 |
|---|---|---|---|---|---|
| Shipchandler KhozemaDirector; Officer, Chief Executive Officer | Sell | 2.6k | $294.53 | $751k | Oct 5, 2026 |
| Shipchandler KhozemaDirector; Officer, Chief Executive Officer | Sell | 1.6k | $293.14 | $469k | Oct 5, 2026 |
| Shipchandler KhozemaDirector; Officer, Chief Executive Officer | Sell | 800 | $292.33 | $234k | Oct 5, 2026 |
| Shipchandler KhozemaDirector; Officer, Chief Executive Officer | Sell | 501 | $291.47 | $146k | Oct 5, 2026 |
| Shipchandler KhozemaDirector; Officer, Chief Executive Officer | Sell | 5.2k | $290.24 | $1.50M | Oct 5, 2026 |
| Shipchandler KhozemaDirector; Officer, Chief Executive Officer | Sell | 1.9k | $289.13 | $549k | Oct 5, 2026 |
| Shipchandler KhozemaDirector; Officer, Chief Executive Officer | Sell | 1.9k | $288.02 | $557k | Oct 5, 2026 |
| Viggiano AidanOfficer, Chief Financial Officer | Sell | 1.1k | $296.34 | $329k | Sep 30, 2026 |
| Viggiano AidanOfficer, Chief Financial Officer | Sell | 2.7k | $295.60 | $810k | Sep 30, 2026 |
| Viggiano AidanOfficer, Chief Financial Officer | Sell | 3.5k | $294.53 | $1.03M | Sep 30, 2026 |
| Viggiano AidanOfficer, Chief Financial Officer | Sell | 750 | $293.42 | $220k | Sep 30, 2026 |
| Viggiano AidanOfficer, Chief Financial Officer | Sell | 380 | $292.17 | $111k | Sep 30, 2026 |
| Viggiano AidanOfficer, Chief Financial Officer | Sell | 500 | $291.35 | $146k | Sep 30, 2026 |
| Viggiano AidanOfficer, Chief Financial Officer | Sell | 100 | $289.68 | $29k | Sep 30, 2026 |
| Shipchandler KhozemaDirector; Officer, Chief Executive Officer | Sell | 960 | $296.29 | $284k | Sep 30, 2026 |
| Shipchandler KhozemaDirector; Officer, Chief Executive Officer | Sell | 2.7k | $295.56 | $789k | Sep 30, 2026 |
| Shipchandler KhozemaDirector; Officer, Chief Executive Officer | Sell | 5.2k | $294.55 | $1.52M | Sep 30, 2026 |
| Shipchandler KhozemaDirector; Officer, Chief Executive Officer | Sell | 2.3k | $293.44 | $684k | Sep 30, 2026 |
| Shipchandler KhozemaDirector; Officer, Chief Executive Officer | Sell | 1.4k | $292.10 | $424k | Sep 30, 2026 |
| Shipchandler KhozemaDirector; Officer, Chief Executive Officer | Sell | 1.1k | $291.15 | $309k | Sep 30, 2026 |
No analyst notes on TWLO yet.
Members whose judged calls on TWLO have played out most reliably.
No settled calls on TWLO yet. Nobody has filed a call with a deadline on it.
A member is listed once they have three judged calls on a name.
A call with a target is judged on whether the price reaches it by the deadline, counting each day's high (a buy) or low (a sell) from the day after the call was made. A call without one is judged on whether the price at the close on the deadline is higher (a buy) or lower (a sell) than the price the call was made at: the live price when it was saved, for a call made with Make a call, or the last close before the day it was filed, for a call made in a note. Not against the market or an index.
A percentage appears once five calls have reached their deadline. A target reached sooner is shown as played out early, and counts toward the percentage when its deadline passes, because a miss cannot be known before then.
A member’s prediction, judged on price history · not investment advice
Analyst Ratings
29 analysts covering
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Consensus |
|---|---|---|---|---|---|---|
| Current | 6 | 19 | 4 | 1 | 1 | Buy2.10 |
| 1 mo ago | 6 | 19 | 3 | 1 | 1 | Buy2.07 |
| 2 mo ago | 6 | 20 | 4 | 0 | 1 | Buy2.03 |
| 3 mo ago | 6 | 20 | 4 | 0 | 2 | Buy2.13 |