TWLO - NYSE
Twilio Inc.
$227.26
-0.12%Twilio Inc., together with its subsidiaries, provides a cloud communications platform that enables developers to build, scale, and operate customer engagement within software applications in the United States and internationally. Its customer engagement platform provides a set of application programming interfaces that handle the higher-level communication logic needed for nearly every type of customer engagement, as well as enable developers to embed voice, messaging, video, and email capabilities into their applications. The company was incorporated in 2008 and is headquartered in San Francisco, California.
At a Glance
Live SnapshotTwilio Inc. Street Expectations Map
Wall Street analysts project that TWLO stock may decline over the coming 12 months. The consensus 1-year price target stands at 192.25, with estimates ranging from a low of 100.00 to a high of 250.00.
The consensus 1-year price target stands at 192.25, with estimates ranging from a low of 100.00 to a high of 250.00.
Analyst Consensus Analysis
Upside Potential
Significant downside risk. Stock trading well above analyst consensus suggests elevated valuation concerns and potential correction.
Analyst Agreement
High uncertainty. Very wide target spread indicates significant disagreement among analysts—major valuation uncertainty or transformation underway.
Risk-Reward Profile
Unfavorable risk-reward. Downside risk exceeds upside potential. Consider defensive positioning or alternative opportunities.
Analyst Conviction
High uncertainty: Wide dispersion indicates analysts struggle to agree on valuation—proceed with caution and independent analysis.
Market Sentiment Insight
Extreme uncertainty: Massive dispersion in price targets reflects fundamental disagreement on business trajectory. This could signal transformation, disruption, or complex valuation—requires deep sector expertise and contrarian mindset.
Twilio Inc. Forward Estimates of Revenue
Forward Growth Analysis
Moderate growth expected, typical for mature businesses with stable market positions.
Extensive analyst coverage provides high-quality consensus estimates and market transparency.
Narrow estimate range signals strong analyst consensus and predictable business outlook.
Positive analyst consensus with strong growth expectations and forecast confidence.
Twilio Inc. Forward Estimates of Net Income
Forward Growth Analysis
Strong growth expectations signal robust business momentum and market opportunity expansion.
Extensive analyst coverage provides high-quality consensus estimates and market transparency.
Reasonable estimate spread indicates general agreement with normal forecast variance.
Positive analyst consensus with strong growth expectations and forecast confidence.
Key Insight
Well-supported growth expectations: Strong analyst coverage combined with positive growth projections provides confidence in forward outlook.
Twilio Inc. Forward Estimates of EPS
Forward Growth Analysis
Strong growth expectations signal robust business momentum and market opportunity expansion.
Good analyst coverage ensures reliable estimates with diverse professional perspectives.
Reasonable estimate spread indicates general agreement with normal forecast variance.
Positive analyst consensus with strong growth expectations and forecast confidence.
Key Insight
Well-supported growth expectations: Strong analyst coverage combined with positive growth projections provides confidence in forward outlook.
Twilio Inc. Forward Estimates of EBIT
Forward Growth Analysis
Significant contraction projected—major business challenges or industry disruption likely.
Extensive analyst coverage provides high-quality consensus estimates and market transparency.
Narrow estimate range signals strong analyst consensus and predictable business outlook.
Generally favorable outlook with reasonable growth prospects and analyst support.
Twilio Inc. Forward Estimates of EBITDA
Forward Growth Analysis
Significant contraction projected—major business challenges or industry disruption likely.
Extensive analyst coverage provides high-quality consensus estimates and market transparency.
Narrow estimate range signals strong analyst consensus and predictable business outlook.
Generally favorable outlook with reasonable growth prospects and analyst support.
Twilio Inc. Forward Estimates of SG&A Expense
Forward Growth Analysis
Strong growth expectations signal robust business momentum and market opportunity expansion.
Extensive analyst coverage provides high-quality consensus estimates and market transparency.
Narrow estimate range signals strong analyst consensus and predictable business outlook.
Positive analyst consensus with strong growth expectations and forecast confidence.
Key Insight
Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.
Twilio Inc. Insider Positioning
During the last 12 months, insiders have sold $451.57M worth of TWLO shares, with no buying activity reported.
3 Months
0
0.00
1.7M
317.54M
-317.5M
-$317.54M
3-6 Months
0
0.00
3.8K
482.22K
-482K
-$482K
6-9 Months
0
0.00
1.0M
132.05M
-132.1M
-$132.05M
9-12 Months
0
0.00
12.1K
1.50M
-1.5M
-$1.50M
Top Buyers
No buying activity
Top Sellers
Stafman Andrew
Director
$443.78M
Viggiano Aidan
Officer: Chief Financial Officer
$4.32M
Shipchandler Khozema
Director, Officer: Chief Executive Officer
$2.96M
Rottenberg Erika
Director
$514K
Insider Activity Analysis
Net Insider Sentiment
Strong bearish signal with $451.57M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.
Buy/Sell Ratio
Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.
Recent Trend (3 Months)
Heavy recent selling activity. Recent insider sales notably exceed purchases—may warrant investigation into company developments.
Insider Participation
4 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.
Insider Activity Insight
Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.
Related Guides
Continue your TWLO research with focused valuation guides.
Research Paths
Snapshot
Start with context, operating signals, and key market metrics.
Value Model
Stress test fair value across bear, base, and bull assumptions.
Statements
Validate revenue quality, margins, and balance sheet durability.
Earnings Call
Read management commentary and compare it with reported outcomes.
Dividends
Check payout sustainability and long-term distribution behavior.
Analyst Expectations
Review consensus spread and where estimate risk is concentrated.