TWLO Earnings
Thursday, Apr 30 2026
EPS Estimate
$1.27
$1.22 – $1.55
Revenue Estimate
$1.3B
Current Price
$136.96
Our Position
bullishTwilio beats Q4 expectations, sets 2027 income target
structured data
est. revisions falling
(-1.3pp / 30d)
The beat shows Twilio's communications platform is holding share while improving profitability. The 2027 operating income target signals management confidence in margin expansion even as revenue growth decelerates into the high single digits.
Watch: Watch Q1 2026 execution against the 8.5% growth guide. Any signs that revenue reaccelerates or margins expand faster than modeled would validate the multiyear profit ramp.
Data Signal Summary
1 bullish
2 bearish
Insider selling cluster
Put/call 0.6 (bullish skew)
Price downtrend
Key Context
Insider Activity
selling
Price Trend
downtrend
From 52w High
0.0%
P/E Ratio
622.5
Est. Revisions (30d)
-0.1% 0up/1dn
Analyst Target (mean)
$145 $100–$185 +6%
Options P/C Ratio
0.55
Est. Dispersion
26% 26 analysts
Insider Cluster
strong sell
Fund Convergence
strong Citadel, Bridgewater, D.E. Shaw, Two Sigma
Recent Activity
insider trades
149 transactions
Award
·
ROTTENBERG ERIKA (Director)
·639 shares
Sell
·
SHIPCHANDLER KHOZEMA (Chief Executive Officer)
·15,715 shares
·$2,096,193
Sell
·
VIGGIANO AIDAN (Chief Financial Officer)
·9,389 shares
·$1,197,216
Sell
·
SHIPCHANDLER KHOZEMA (Chief Executive Officer)
·12,624 shares
·$1,550,337
Sell
·
VIGGIANO AIDAN (Chief Financial Officer)
·8,231 shares
·$1,010,653
144 more
Award
·
ROBINSON DOUGLAS A
·3,526 shr
Award
·
EPSTEIN JEFFREY EMANUEL
·951 shr
Award
·
PATRICK DEVAL L
·673 shr
Award
·
ROTTENBERG ERIKA
·686 shr
Other
·
ROTTENBERG ERIKA
·686 shr
Award
·
IMMELT JEFFREY R
·703 shr
Award
·
DUBINSKY DONNA
·673 shr
Other
·
DUBINSKY DONNA
·673 shr
Award
·
SUZUKI MIYUKI
·682 shr
Award
·
BELL CHARLES H
·688 shr
Award
·
STAFMAN ANDREW J.
·688 shr
Sell
·
VIGGIANO AIDAN
·806 shr
·$100,750
Award
·
SHIPCHANDLER KHOZEMA
·70,100 shr
Award
·
VIGGIANO AIDAN
·37,554 shr
Sell
·
VIGGIANO AIDAN
·1,023 shr
·$113,205
Sell
·
SHIPCHANDLER KHOZEMA
·13,336 shr
·$1,790,778
Sell
·
VIGGIANO AIDAN
·7,213 shr
·$980,752
Sell
·
SHIPCHANDLER KHOZEMA
·13,266 shr
·$1,901,948
Sell
·
VIGGIANO AIDAN
·8,109 shr
·$1,162,670
Award
·
EPSTEIN JEFFREY EMANUEL
·885 shr
Award
·
PATRICK DEVAL L
·627 shr
Other
·
ROTTENBERG ERIKA
·639 shr
Award
·
IMMELT JEFFREY R
·655 shr
Award
·
DUBINSKY DONNA
·627 shr
Other
·
DUBINSKY DONNA
·627 shr
Award
·
SUZUKI MIYUKI
·635 shr
Award
·
BELL CHARLES H
·641 shr
Award
·
STAFMAN ANDREW J.
·641 shr
Sell
·
STAFMAN ANDREW J.
·1,000,000 shr
·$129,000,000
Sell
·
VIGGIANO AIDAN
·546 shr
·$65,902
Sell
·
VIGGIANO AIDAN
·1,514 shr
·$186,642
Other
·
DUBINSKY DONNA
·4,063 shr
Sell
·
VIGGIANO AIDAN
·8,035 shr
·$924,025
Sell
·
SHIPCHANDLER KHOZEMA
·12,922 shr
·$1,344,998
Sell
·
SHIPCHANDLER KHOZEMA
·13,681 shr
·$1,376,146
Sell
·
VIGGIANO AIDAN
·8,363 shr
·$841,210
Award
·
EPSTEIN JEFFREY EMANUEL
·1,077 shr
Award
·
PATRICK DEVAL L
·763 shr
Award
·
ROTTENBERG ERIKA
·778 shr
Other
·
ROTTENBERG ERIKA
·778 shr
Award
·
IMMELT JEFFREY R
·797 shr
Award
·
DUBINSKY DONNA
·763 shr
Other
·
DUBINSKY DONNA
·763 shr
Award
·
SUZUKI MIYUKI
·773 shr
Award
·
BELL CHARLES H
·780 shr
Award
·
PATRICK DEVAL L
·618 shr
Award
·
STAFMAN ANDREW J.
·780 shr
Sell
·
VIGGIANO AIDAN
·1,807 shr
·$191,433
Sell
·
SHIPCHANDLER KHOZEMA
·13,595 shr
·$1,591,376
Sell
·
VIGGIANO AIDAN
·8,297 shr
·$971,177
Sell
·
SHIPCHANDLER KHOZEMA
·20,008 shr
·$2,491,593
Sell
·
VIGGIANO AIDAN
·7,964 shr
·$990,137
Award
·
EPSTEIN JEFFREY EMANUEL
·963 shr
Award
·
PATRICK DEVAL L
·691 shr
Award
·
ROTTENBERG ERIKA
·704 shr
Other
·
ROTTENBERG ERIKA
·704 shr
Award
·
IMMELT JEFFREY R
·722 shr
Award
·
DUBINSKY DONNA
·691 shr
Other
·
DUBINSKY DONNA
·691 shr
Award
·
SUZUKI MIYUKI
·699 shr
Award
·
BELL CHARLES H
·706 shr
Award
·
STAFMAN ANDREW J.
·706 shr
Sell
·
ROTTENBERG ERIKA
·4,100 shr
·$492,118
Sell
·
VIGGIANO AIDAN
·2,156 shr
·$249,794
Sell
·
VIGGIANO AIDAN
·1,924 shr
·$216,925
Sell
·
SHIPCHANDLER KHOZEMA
·14,545 shr
·$1,332,426
Sell
·
VIGGIANO AIDAN
·8,735 shr
·$800,240
Sell
·
SHIPCHANDLER KHOZEMA
·12,056 shr
·$1,155,963
Sell
·
VIGGIANO AIDAN
·7,524 shr
·$721,384
Award
·
EPSTEIN JEFFREY EMANUEL
·833 shr
Award
·
ROTTENBERG ERIKA
·630 shr
Other
·
ROTTENBERG ERIKA
·630 shr
Award
·
IMMELT JEFFREY R
·646 shr
Award
·
DUBINSKY DONNA
·618 shr
Other
·
DUBINSKY DONNA
·618 shr
Award
·
SUZUKI MIYUKI
·626 shr
Award
·
BELL CHARLES H
·632 shr
Award
·
STAFMAN ANDREW J.
·632 shr
Sell
·
VIGGIANO AIDAN
·2,500 shr
·$293,625
Award
·
SHIPCHANDLER KHOZEMA
·62,219 shr
Award
·
VIGGIANO AIDAN
·34,145 shr
Sell
·
VIGGIANO AIDAN
·1,391 shr
·$173,198
Sell
·
SHIPCHANDLER KHOZEMA
·10,834 shr
·$1,230,544
Sell
·
VIGGIANO AIDAN
·6,552 shr
·$743,962
Sell
·
WAGNER DANA R
·4,248 shr
·$455,929
Sell
·
SHIPCHANDLER KHOZEMA
·11,285 shr
·$1,209,872
Sell
·
VIGGIANO AIDAN
·6,832 shr
·$732,136
Award
·
EPSTEIN JEFFREY EMANUEL
·987 shr
Award
·
PATRICK DEVAL L
·732 shr
Award
·
ROTTENBERG ERIKA
·746 shr
Other
·
ROTTENBERG ERIKA
·746 shr
Award
·
IMMELT JEFFREY R
·766 shr
Award
·
DUBINSKY DONNA
·732 shr
Other
·
DUBINSKY DONNA
·732 shr
Award
·
SUZUKI MIYUKI
·741 shr
Award
·
BELL CHARLES H
·749 shr
Award
·
STAFMAN ANDREW J.
·749 shr
Sell
·
WAGNER DANA R
·4,629 shr
·$509,190
Sell
·
WAGNER DANA R
·1,052 shr
·$101,086
Sell
·
VIGGIANO AIDAN
·1,912 shr
·$182,787
Sell
·
WAGNER DANA R
·2,010 shr
·$193,535
Sell
·
VIGGIANO AIDAN
·1,981 shr
·$190,789
Sell
·
WAGNER DANA R
·4,512 shr
·$452,646
Sell
·
WAGNER DANA R
·4,512 shr
·$406,177
Sell
·
WAGNER DANA R
·4,512 shr
·$360,973
Sell
·
WAGNER DANA R
·4,512 shr
·$315,842
Sell
·
WAGNER DANA R
·1,248 shr
·$81,794
Sell
·
SHIPCHANDLER KHOZEMA
·11,044 shr
·$731,043
Sell
·
VIGGIANO AIDAN
·6,682 shr
·$437,938
Sell
·
WAGNER DANA R
·4,174 shr
·$271,403
Sell
·
SHIPCHANDLER KHOZEMA
·11,073 shr
·$720,117
Sell
·
VIGGIANO AIDAN
·6,701 shr
·$435,785
Award
·
STAFMAN ANDREW J.
·1,250 shr
Award
·
EPSTEIN JEFFREY EMANUEL
·1,672 shr
Award
·
PATRICK DEVAL L
·1,240 shr
Award
·
ROTTENBERG ERIKA
·1,283 shr
Other
·
ROTTENBERG ERIKA
·1,283 shr
Award
·
DUBINSKY DONNA
·1,240 shr
Other
·
DUBINSKY DONNA
·1,240 shr
Award
·
IMMELT JEFFREY R
·1,297 shr
Award
·
SUZUKI MIYUKI
·1,256 shr
Award
·
BELL CHARLES H
·1,268 shr
Sell
·
WAGNER DANA R
·591 shr
·$35,974
Sell
·
VIGGIANO AIDAN
·1,931 shr
·$119,090
Sell
·
WAGNER DANA R
·1,989 shr
·$120,720
Sell
·
VIGGIANO AIDAN
·1,961 shr
·$119,014
Sell
·
WAGNER DANA R
·820 shr
·$46,133
Sell
·
SHIPCHANDLER KHOZEMA
·10,877 shr
·$611,940
Sell
·
VIGGIANO AIDAN
·6,586 shr
·$370,528
Sell
·
WAGNER DANA R
·4,237 shr
·$238,443
Sell
·
SHIPCHANDLER KHOZEMA
·11,241 shr
·$632,730
Sell
·
VIGGIANO AIDAN
·6,797 shr
·$382,886
Sell
·
VIGGIANO AIDAN
·26,918 shr
·$1,545,841
Sell
·
SHIPCHANDLER KHOZEMA
·24,657 shr
·$1,405,449
Award
·
DEETER BYRON B
·1 shr
Award
·
EPSTEIN JEFFREY EMANUEL
·1,631 shr
Award
·
PATRICK DEVAL L
·1,234 shr
Award
·
ROTTENBERG ERIKA
·1,317 shr
Other
·
ROTTENBERG ERIKA
·1,317 shr
Award
·
DUBINSKY DONNA
·1,245 shr
Other
·
DUBINSKY DONNA
·1,245 shr
Award
·
SUZUKI MIYUKI
·1,255 shr
Award
·
BELL CHARLES H
·1,256 shr
Award
·
STAFMAN ANDREW J.
·1,007 shr
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