TWLO Twilio Inc.

bullish track record → $136.96 +2.89 (+2.2%)
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Mkt Cap $21B P/E 622.5 fwd 21.4 52wk $80.90 - $145.90 Earnings 2026-04-30 44d ago
Insider selling: $172,707,110 sold by 13 insiders (30d)
Est. revisions: -0.1%
Backed by structured data (insider trades, analyst ratings, or filings)
Factor Model (net -1.4)

Factor Model

net -1.4 3.8 / 10
Est. Revisions
-0.0
Insider Activity
+0.0
Momentum
+0.0
Analyst Rev.
-1.0
Narrative Gap
+0.0

Twilio beats Q4 expectations, sets 2027 income target

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.

Twilio delivered Q4 results that topped expectations across the board. Organic revenue grew 12%, ahead of the company's 10% midpoint guidance. Revenue hit $1.37 billion versus the $1.32 billion consensus. EPS of $1.33 beat estimates by ten cents. The company guided 2026 organic revenue growth to 8.5% and set a fiscal 2027 operating income target of $1.23 billion — 17% above its 2025 guidance.

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.

Evidence

4d ago Insider sell by STAFMAN ANDREW J. (TWLO): $129,000,000
8d ago Why Jefferies Analysts Think Twilio Stock Can Gain 20% from Here yahoo-finance
8d ago Why Jefferies Analysts Think Twilio Stock Can Gain 20% from Here yahoo-finance
11d ago Netflix upgraded, Carvana downgraded: Wall Street's top analyst calls yahoo-finance
11d ago Stocks making the biggest moves premarket: Netflix, Soleno Therapeutics, Strategy & more cnbc-finance
45d ago Analyst Bullish on Twilio (TWLO) After Q4 Earnings Report yahoo-finance
55d ago 2 Top Artificial Intelligence Stocks to Buy in February - The Motley Fool google-news-nbis
57d ago 2 Top Artificial Intelligence Stocks to Buy in February - The Motley Fool google-news-nbis
Fundamentals & Data ▾
Twilio Inc. Technology · Software - Infrastructure
Mkt Cap
$21B
P/E
622.5 fwd 21.4
Beta
1.28
52w Range
$80.90 - $145.90
Short Interest
6.0M 4.5%
Days to Cover
3.6 -3%
Technicals downtrend
from 52w Hi
0.0%
1w return
+9.7%
Insiders
selling 0B / 10S
EPS Estimate
$1.27 -0.1% 30d 0up / 1dn
Est. Dispersion
26% 26 analysts
Analyst Target
$145 $100 - $185
Options P/C
0.55
Insider Cluster
strong sell 0B / 4S
Fund Convergence
strong Citadel, Bridgewater, D.E. Shaw, Two Sigma
Financials
Revenue
$1.4B +14% YoY
FCF
$256M
Gross Margin
48%
Op Margin
5%
Momentum: decelerating
Top Holders
Citadel $407M
Bridgewater $18M
D.E. Shaw $16M
Two Sigma $10M
Recent Filings & Data
insider trade 149
net selling · $172,707,110 sold
13 insiders · 149 transactions (30d)
Recent transactions
ROTTENBERG ERIKA · award
SHIPCHANDLER KHOZEMA · sell · $2,096,193
VIGGIANO AIDAN · sell · $1,197,216
SHIPCHANDLER KHOZEMA · sell · $1,550,337
VIGGIANO AIDAN · sell · $1,010,653
ROBINSON DOUGLAS A · award
EPSTEIN JEFFREY EMANUEL · award
PATRICK DEVAL L · award
ROTTENBERG ERIKA · award
ROTTENBERG ERIKA · other
IMMELT JEFFREY R · award
DUBINSKY DONNA · award
DUBINSKY DONNA · other
SUZUKI MIYUKI · award
BELL CHARLES H · award
STAFMAN ANDREW J. · award
VIGGIANO AIDAN · sell · $100,750
SHIPCHANDLER KHOZEMA · award
VIGGIANO AIDAN · award
VIGGIANO AIDAN · sell · $113,205
SHIPCHANDLER KHOZEMA · sell · $1,790,778
VIGGIANO AIDAN · sell · $980,752
SHIPCHANDLER KHOZEMA · sell · $1,901,948
VIGGIANO AIDAN · sell · $1,162,670
EPSTEIN JEFFREY EMANUEL · award
PATRICK DEVAL L · award
ROTTENBERG ERIKA · other
IMMELT JEFFREY R · award
DUBINSKY DONNA · award
DUBINSKY DONNA · other
SUZUKI MIYUKI · award
BELL CHARLES H · award
STAFMAN ANDREW J. · award
STAFMAN ANDREW J. · sell · $129,000,000
VIGGIANO AIDAN · sell · $65,902
VIGGIANO AIDAN · sell · $186,642
DUBINSKY DONNA · other
VIGGIANO AIDAN · sell · $924,025
SHIPCHANDLER KHOZEMA · sell · $1,344,998
SHIPCHANDLER KHOZEMA · sell · $1,376,146
VIGGIANO AIDAN · sell · $841,210
EPSTEIN JEFFREY EMANUEL · award
PATRICK DEVAL L · award
ROTTENBERG ERIKA · award
ROTTENBERG ERIKA · other
IMMELT JEFFREY R · award
DUBINSKY DONNA · award
DUBINSKY DONNA · other
SUZUKI MIYUKI · award
BELL CHARLES H · award
PATRICK DEVAL L · award
STAFMAN ANDREW J. · award
VIGGIANO AIDAN · sell · $191,433
SHIPCHANDLER KHOZEMA · sell · $1,591,376
VIGGIANO AIDAN · sell · $971,177
SHIPCHANDLER KHOZEMA · sell · $2,491,593
VIGGIANO AIDAN · sell · $990,137
EPSTEIN JEFFREY EMANUEL · award
PATRICK DEVAL L · award
ROTTENBERG ERIKA · award
ROTTENBERG ERIKA · other
IMMELT JEFFREY R · award
DUBINSKY DONNA · award
DUBINSKY DONNA · other
SUZUKI MIYUKI · award
BELL CHARLES H · award
STAFMAN ANDREW J. · award
ROTTENBERG ERIKA · sell · $492,118
VIGGIANO AIDAN · sell · $249,794
VIGGIANO AIDAN · sell · $216,925
SHIPCHANDLER KHOZEMA · sell · $1,332,426
VIGGIANO AIDAN · sell · $800,240
SHIPCHANDLER KHOZEMA · sell · $1,155,963
VIGGIANO AIDAN · sell · $721,384
EPSTEIN JEFFREY EMANUEL · award
ROTTENBERG ERIKA · award
ROTTENBERG ERIKA · other
IMMELT JEFFREY R · award
DUBINSKY DONNA · award
DUBINSKY DONNA · other
SUZUKI MIYUKI · award
BELL CHARLES H · award
STAFMAN ANDREW J. · award
VIGGIANO AIDAN · sell · $293,625
SHIPCHANDLER KHOZEMA · award
VIGGIANO AIDAN · award
VIGGIANO AIDAN · sell · $173,198
SHIPCHANDLER KHOZEMA · sell · $1,230,544
VIGGIANO AIDAN · sell · $743,962
WAGNER DANA R · sell · $455,929
SHIPCHANDLER KHOZEMA · sell · $1,209,872
VIGGIANO AIDAN · sell · $732,136
EPSTEIN JEFFREY EMANUEL · award
PATRICK DEVAL L · award
ROTTENBERG ERIKA · award
ROTTENBERG ERIKA · other
IMMELT JEFFREY R · award
DUBINSKY DONNA · award
DUBINSKY DONNA · other
SUZUKI MIYUKI · award
BELL CHARLES H · award
STAFMAN ANDREW J. · award
WAGNER DANA R · sell · $509,190
WAGNER DANA R · sell · $101,086
VIGGIANO AIDAN · sell · $182,787
WAGNER DANA R · sell · $193,535
VIGGIANO AIDAN · sell · $190,789
WAGNER DANA R · sell · $452,646
WAGNER DANA R · sell · $406,177
WAGNER DANA R · sell · $360,973
WAGNER DANA R · sell · $315,842
WAGNER DANA R · sell · $81,794
SHIPCHANDLER KHOZEMA · sell · $731,043
VIGGIANO AIDAN · sell · $437,938
WAGNER DANA R · sell · $271,403
SHIPCHANDLER KHOZEMA · sell · $720,117
VIGGIANO AIDAN · sell · $435,785
STAFMAN ANDREW J. · award
EPSTEIN JEFFREY EMANUEL · award
PATRICK DEVAL L · award
ROTTENBERG ERIKA · award
ROTTENBERG ERIKA · other
DUBINSKY DONNA · award
DUBINSKY DONNA · other
IMMELT JEFFREY R · award
SUZUKI MIYUKI · award
BELL CHARLES H · award
WAGNER DANA R · sell · $35,974
VIGGIANO AIDAN · sell · $119,090
WAGNER DANA R · sell · $120,720
VIGGIANO AIDAN · sell · $119,014
WAGNER DANA R · sell · $46,133
SHIPCHANDLER KHOZEMA · sell · $611,940
VIGGIANO AIDAN · sell · $370,528
WAGNER DANA R · sell · $238,443
SHIPCHANDLER KHOZEMA · sell · $632,730
VIGGIANO AIDAN · sell · $382,886
VIGGIANO AIDAN · sell · $1,545,841
SHIPCHANDLER KHOZEMA · sell · $1,405,449
DEETER BYRON B · award
EPSTEIN JEFFREY EMANUEL · award
PATRICK DEVAL L · award
ROTTENBERG ERIKA · award
ROTTENBERG ERIKA · other
DUBINSKY DONNA · award
DUBINSKY DONNA · other
SUZUKI MIYUKI · award
BELL CHARLES H · award
STAFMAN ANDREW J. · award
8 signals · latest 4d ago

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