TWLO

Twilio Inc. Class A Common Stock (TWLO) | Rumor.io

Twilio

TWLO

Attention (50-day avg)0.02%

Attention rank (50-day avg)#274

Bullish sentiment (50-day avg)90%

Price to earnings ratio39.3

Market capitalization44.1B

Earnings per share7.25

Dividend yield (TTM)—

Revenue (annual)5.1B

Net income (annual)33.8M

Social

What share of all stock conversation is about TWLO?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% -0.06	0.04% +0.02	0.02% 0	0.01% 0

Sep 28

$TWLO is expected to make new highs according to one trader, who also predicts a strong reaction to the upside.
The stock has a strong technical pattern, with a potential breakout from a 5-layer AI architecture structure.
Twilio's CPaaS infrastructure and data flow capabilities are being seen as a key enabler for the growth of AI agents, with one trader predicting massive growth in voice traffic across the ecosystem.

Generated by AI

Sentiment

Of the messages about TWLO that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	100% +0.29	98.46% -0.57	89.74% -4.85	90.11% +0.51
Bearish	0% -0.29	1.54% +0.57	10.26% +4.85	9.89% -0.51

Bullish· Sep 24

$TWLO has shown impressive relative strength, and its price has been trending higher with a clean breakout since December 2025.
The stock has demonstrated strong momentum, with a significant gain from $237.12 to a high of $295.69, and is expected to continue its upward trend.
Twilio's revenue has been increasing, with Q2 numbers showing $1.50B revenue (+22% YoY), and adjusted EPS of $1.47, exceeding expectations and supporting the stock's bullish sentiment.

Bearish· Sep 25

HSBC downgraded Twilio Inc. to Reduce from Hold, citing a negative risk-reward post recent rally.
Twilio Inc.'s stock has tripled since February, leading some to question the timing of the sell rating.
A higher high name, especially when the rest of the market is not participating, can be a sign for some investors to sell Twilio Inc.'s stock.

Generated by AI

Topics

Of the messages about TWLO that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Technical Analysis	100%	84.96%	92.55%	12.54%
Announcements	0%	1.93%	2.72%	5.03%
Analysts	0%	6.04%	2.42%	15.55%
Earnings	0%	0.77%	0.7%	16.57%
Macro	0%	5.66%	1.46%	50.3%
Controversies	0%	0.64%	0.17%	0.01%

Earnings· Aug 8

Twilio's Q2 revenue reached $1.50B, a 22% YoY increase, and the company raised its full-year guidance across revenue, operating income, and cash flow.
The company's management is playing a conservative guidance playbook in a rapidly expanding market, according to an industry expert.
Twilio's unique position in the voice AI market, with a monopoly on critical infrastructure, has led some to question whether it's being correctly valued by Wall Street.

Analysts· Apr 22

Bank of America upgraded Twilio (TWLO) to Buy from Underperform, raising its price target to $190, citing the company's strong positioning in AI-driven voice and messaging.
The firm sees improving growth and stronger free cash flow (FCF) margins for Twilio, and believes the company will not be disrupted by AI but instead be a key infrastructure provider.
Analysts are bullish on Twilio's AI infrastructure thesis, with some firms expecting the company to become a key layer for AI-driven communications and others seeing accelerating growth and substantial operating leverage.

Announcements· May 1

Twilio Inc. (TWLO) has been upgraded to Buy by BofA Securities with a price target of $225, up from $190.
The company reported strong Q1 2026 results, with revenue of $1.41 billion, a 20% increase from the same time last year, and EPS of $0.12, a 138.7% YoY increase.
Twilio has raised its full-year revenue and operating income guidance, and is expected to launch new capabilities at its Signal 2026 event, positioning the company as foundational infrastructure for AI customer engagement.

Controversies· Nov 14

Twilio's virtual numbers were used to create fake users on Bumble, which could crash the company's stock price if deleted.
The fake users were created outside of Bumble's standard development cycle to keep developers in the dark.
This practice is unique to Bumble, as other dating apps do not allow it and it can be easily detected through carrier lookups.

Macro· Sep 14

Twilio Inc. (TWLO) plans to cut staff by 11% amid a slide in demand for cloud services.
The move joins other tech companies in reducing costs and shoring up margins, indicating a worsening market trend.
The company's action, combined with other big companies' similar moves, suggests the probability of stocks continuing to decline is growing.

Technical Analysis· Jun 11

$TWLO has formed a double inside day, a potentially bullish sign.
The stock is being bought back into a 10% position-size long, with a stop-loss set below today's low.
$TWLO is holding above its 20-period EMA and retesting prior pivot highs, maintaining a constructive structure.

Generated by AI

Community

Of the messages about TWLO, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	89.47%	91.85%	83.59%	37.73%
Newcomers	10.53%	8.15%	16.41%	62.27%

Regulars· Sep 25

$TWLO was downgraded to Reduce from Hold with a $211 price target by HSBC, citing the stock's recent rally as overvalued.
The stock fell 7.2% today, a $3.3 billion swing in market value, and is now at $278.07, with some analysts expecting it to continue to $340 or higher.
Many covering analysts have a current price target of $261, with some older targets in the $300 range, leading some traders to plan to sell around $300 and wait for a dip to rebuy.

Newcomers· Sep 25

HSBC has cut Twilio's stock to "Reduce" due to concerns about the stock's valuation, and some investors are worried about whether AI optimism can translate into stronger growth.
Some traders are watching for a potential pullback in Twilio's stock to the 21-50 level, where they might add to their position, and others are waiting for a setup to develop before re-entering the stock.
Despite Twilio's strong Q2 results, with revenue growth fueled by AI-powered customer engagement tools, the stock has been downgraded by HSBC and is currently experiencing a 6% slide.

Generated by AI

News

Yes, companies are using AI to build software they could have bought

Software giants downplayed SaaSpocalypse warnings, but Spotify, Twilio, and other companies are AI-coding certain tools.

3h agoBusiness Insider

Twilio (TWLO) Advances While Market Declines: Some Information for Investors

In the most recent trading session, Twilio (TWLO) closed at $290.78, indicating a +1.32% shift from the previous trading day.

16h agoYahoo Finance

Wall Street Says the Muse AI Catalyst for Twilio Stock Is More Hype Than Substance

22h agoBarchart.com

What Needs To Be True To Buy Twilio Stock Now?

Twilio (TWLO), a cloud communications provider, raised its 2026 growth forecast in August after a strong second quarter. A $10,000 holding in the stock bought a year ago is worth about $26,700 today. The same sum in the S&P 500 would be worth about $11,800. At today's valuation, you are largely pricing in future growth expectations rather than current fundamentals. To justify that multiple, you would need to see Twilio continue outpacing the market even as year-over-year comparisons become tough

1d agoYahoo Finance

Twilio (TWLO) Stock Sees Fair Value Lift As AI Focus Drives Analyst Optimism

Twilio’s updated fair value estimate has moved to US$263.04 from US$200.92, marking a meaningful reset in how the stock is being valued in recent research. Analysts link this change to a stronger focus on AI driven communications, personal AI agents, and execution across Twilio’s core products, along with questions about how much of this optimism is already reflected in the price. As you read on, you will see how this evolving narrative fits together and how to track it over time. Analyst...

4d agoYahoo Finance

Why Twilio (TWLO) Shares Are Getting Obliterated Today

Shares of customer engagement platform Twilio (NYSE:TWLO) fell 7.6% in the afternoon session after HSBC downgraded the stock from Hold to Reduce.

4d agoYahoo Finance

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4	AYX - Alteryx, Inc.	——
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Twilio Inc. Class A Common Stock

Technology
Software - Infrastructure

Twilio Inc. Class A Common Stock represents ownership in Twilio Inc., a cloud communications and customer engagement software company. Twilio provides programmable tools that help businesses build, manage, and personalize communications across messaging, voice, email, video, authentication, and contact center workflows. Its platform is used by developers and enterprises to embed real-time communication capabilities into applications and digital services, supporting customer support, notifications, identity verification, and omnichannel engagement. The company serves a broad range of industries, including technology, retail, healthcare, financial services, and transportation, through products such as Messaging, Voice, Email, Flex, and Segment. Twilio’s role in the market is centered on enabling scalable digital interactions between organizations and their customers through cloud-based infrastructure and APIs.

Website

Location

101 Spear Street

San Francisco, CA, 94105

United States

Social

What share of all stock conversation is about TWLO?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% -0.06	0.04% +0.02	0.02% 0	0.01% 0

Sep 28

$TWLO is expected to make new highs according to one trader, who also predicts a strong reaction to the upside.
The stock has a strong technical pattern, with a potential breakout from a 5-layer AI architecture structure.
Twilio's CPaaS infrastructure and data flow capabilities are being seen as a key enabler for the growth of AI agents, with one trader predicting massive growth in voice traffic across the ecosystem.

Generated by AI

Sentiment

Of the messages about TWLO that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	100% +0.29	98.46% -0.57	89.74% -4.85	90.11% +0.51
Bearish	0% -0.29	1.54% +0.57	10.26% +4.85	9.89% -0.51

Bullish· Sep 24

$TWLO has shown impressive relative strength, and its price has been trending higher with a clean breakout since December 2025.
The stock has demonstrated strong momentum, with a significant gain from $237.12 to a high of $295.69, and is expected to continue its upward trend.
Twilio's revenue has been increasing, with Q2 numbers showing $1.50B revenue (+22% YoY), and adjusted EPS of $1.47, exceeding expectations and supporting the stock's bullish sentiment.

Bearish· Sep 25

HSBC downgraded Twilio Inc. to Reduce from Hold, citing a negative risk-reward post recent rally.
Twilio Inc.'s stock has tripled since February, leading some to question the timing of the sell rating.
A higher high name, especially when the rest of the market is not participating, can be a sign for some investors to sell Twilio Inc.'s stock.

Generated by AI

Topics

Of the messages about TWLO that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Technical Analysis	100%	84.96%	92.55%	12.54%
Announcements	0%	1.93%	2.72%	5.03%
Analysts	0%	6.04%	2.42%	15.55%
Earnings	0%	0.77%	0.7%	16.57%
Macro	0%	5.66%	1.46%	50.3%
Controversies	0%	0.64%	0.17%	0.01%

Earnings· Aug 8

Twilio's Q2 revenue reached $1.50B, a 22% YoY increase, and the company raised its full-year guidance across revenue, operating income, and cash flow.
The company's management is playing a conservative guidance playbook in a rapidly expanding market, according to an industry expert.
Twilio's unique position in the voice AI market, with a monopoly on critical infrastructure, has led some to question whether it's being correctly valued by Wall Street.

Analysts· Apr 22

Bank of America upgraded Twilio (TWLO) to Buy from Underperform, raising its price target to $190, citing the company's strong positioning in AI-driven voice and messaging.
The firm sees improving growth and stronger free cash flow (FCF) margins for Twilio, and believes the company will not be disrupted by AI but instead be a key infrastructure provider.
Analysts are bullish on Twilio's AI infrastructure thesis, with some firms expecting the company to become a key layer for AI-driven communications and others seeing accelerating growth and substantial operating leverage.

Announcements· May 1

Twilio Inc. (TWLO) has been upgraded to Buy by BofA Securities with a price target of $225, up from $190.
The company reported strong Q1 2026 results, with revenue of $1.41 billion, a 20% increase from the same time last year, and EPS of $0.12, a 138.7% YoY increase.
Twilio has raised its full-year revenue and operating income guidance, and is expected to launch new capabilities at its Signal 2026 event, positioning the company as foundational infrastructure for AI customer engagement.

Controversies· Nov 14

Twilio's virtual numbers were used to create fake users on Bumble, which could crash the company's stock price if deleted.
The fake users were created outside of Bumble's standard development cycle to keep developers in the dark.
This practice is unique to Bumble, as other dating apps do not allow it and it can be easily detected through carrier lookups.

Macro· Sep 14

Twilio Inc. (TWLO) plans to cut staff by 11% amid a slide in demand for cloud services.
The move joins other tech companies in reducing costs and shoring up margins, indicating a worsening market trend.
The company's action, combined with other big companies' similar moves, suggests the probability of stocks continuing to decline is growing.

Technical Analysis· Jun 11

$TWLO has formed a double inside day, a potentially bullish sign.
The stock is being bought back into a 10% position-size long, with a stop-loss set below today's low.
$TWLO is holding above its 20-period EMA and retesting prior pivot highs, maintaining a constructive structure.

Generated by AI

Community

Of the messages about TWLO, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	89.47%	91.85%	83.59%	37.73%
Newcomers	10.53%	8.15%	16.41%	62.27%

Regulars· Sep 25

$TWLO was downgraded to Reduce from Hold with a $211 price target by HSBC, citing the stock's recent rally as overvalued.
The stock fell 7.2% today, a $3.3 billion swing in market value, and is now at $278.07, with some analysts expecting it to continue to $340 or higher.
Many covering analysts have a current price target of $261, with some older targets in the $300 range, leading some traders to plan to sell around $300 and wait for a dip to rebuy.

Newcomers· Sep 25

HSBC has cut Twilio's stock to "Reduce" due to concerns about the stock's valuation, and some investors are worried about whether AI optimism can translate into stronger growth.
Some traders are watching for a potential pullback in Twilio's stock to the 21-50 level, where they might add to their position, and others are waiting for a setup to develop before re-entering the stock.
Despite Twilio's strong Q2 results, with revenue growth fueled by AI-powered customer engagement tools, the stock has been downgraded by HSBC and is currently experiencing a 6% slide.

Generated by AI

Twilio

Social

Sep 28

Bullish· Sep 24

Bearish· Sep 25

Earnings· Aug 8

Analysts· Apr 22

Announcements· May 1

Controversies· Nov 14

Macro· Sep 14

Technical Analysis· Jun 11

Regulars· Sep 25

Newcomers· Sep 25

Yes, companies are using AI to build software they could have bought

Twilio (TWLO) Advances While Market Declines: Some Information for Investors

Wall Street Says the Muse AI Catalyst for Twilio Stock Is More Hype Than Substance

What Needs To Be True To Buy Twilio Stock Now?

Twilio (TWLO) Stock Sees Fair Value Lift As AI Focus Drives Analyst Optimism

Why Twilio (TWLO) Shares Are Getting Obliterated Today

Also Discussed

Twilio Inc. Class A Common Stock

Company Information

Location

Yes, companies are using AI to build software they could have bought

Twilio (TWLO) Advances While Market Declines: Some Information for Investors

Wall Street Says the Muse AI Catalyst for Twilio Stock Is More Hype Than Substance

What Needs To Be True To Buy Twilio Stock Now?

Twilio (TWLO) Stock Sees Fair Value Lift As AI Focus Drives Analyst Optimism

Why Twilio (TWLO) Shares Are Getting Obliterated Today

Also Discussed

Social

Sep 28

Bullish· Sep 24

Bearish· Sep 25

Earnings· Aug 8

Analysts· Apr 22

Announcements· May 1

Controversies· Nov 14

Macro· Sep 14

Technical Analysis· Jun 11

Regulars· Sep 25

Newcomers· Sep 25