NYSE:TWLO • US90138F1021
View the latest analyst price targets, stock forecast, EPS estimates, revenue projections, revisions, full estimates, rating distribution and upgrades/downgrades for TWILIO INC - A (TWLO).
| Date | Firm | Action | From → To |
|---|---|---|---|
| 2026-03-02 | TD Cowen | Upgrade | Hold -> Buy |
| 2026-02-13 | BTIG | Maintains | Buy -> Buy |
| 2026-02-13 | Rosenblatt | Maintains | Buy -> Buy |
| 2026-02-13 | Piper Sandler | Reiterate | Neutral -> Neutral |
| 2026-01-15 | Morgan Stanley | Maintains | Overweight -> Overweight |
| 2026-01-07 | Rosenblatt | Maintains | Buy -> Buy |
| 2026-01-05 | RBC Capital | Maintains | Underperform -> Underperform |
| 2026-01-05 | Piper Sandler | Downgrade | Overweight -> Neutral |
| 2025-12-30 | Citizens | Maintains | Market Outperform -> Market Outperform |
| 2025-10-31 | Mizuho | Maintains | Outperform -> Outperform |
| 2025-10-31 | UBS | Maintains | Buy -> Buy |
| 2025-10-31 | Needham | Maintains | Buy -> Buy |
| 2025-10-31 | Keybanc | Maintains | Overweight -> Overweight |
| 2025-10-31 | Rosenblatt | Maintains | Buy -> Buy |
| 2025-10-31 | Stifel | Maintains | Hold -> Hold |
| 2025-10-31 | Wells Fargo | Maintains | Overweight -> Overweight |
| 2025-10-31 | JP Morgan | Maintains | Overweight -> Overweight |
| 2025-10-31 | B of A Securities | Maintains | Underperform -> Underperform |
| 2025-10-31 | Piper Sandler | Maintains | Overweight -> Overweight |
| 2025-10-01 | Wells Fargo | Initiate | Overweight |
| 2025-09-26 | Rosenblatt | Maintains | Buy -> Buy |
| 2025-09-17 | RBC Capital | Reiterate | Underperform -> Underperform |
| 2025-09-05 | Rosenblatt | Initiate | Buy |
| 2025-08-08 | UBS | Maintains | Buy -> Buy |
| 2025-08-08 | Piper Sandler | Maintains | Overweight -> Overweight |
| 2023 | 2024 | 2025 | 2026 | 2027 | 2028 | 2029 | 2030 | 2031 | 2032 | 2033 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY % growth | 4.154B 8.56% | 4.458B 7.32% | 5.067B 13.66% | 5.789B 14.24% | 6.274B 8.38% | 6.781B 8.08% | 7.242B 6.80% | 7.7B 6.32% | 8.164B 6.03% | 8.636B 5.78% | 9.117B 5.57% | |
| EBITDA YoY % growth | -105.891M 85.91% | 165.549M 256.34% | 370.125M 123.57% | 1.214B 228.00% | 1.403B 15.57% | 1.529B 8.98% | N/A | 1.28B | 1.482B 15.78% | 1.704B 14.98% | 1.93B 13.26% | |
| EBIT YoY % growth | -390.304M 62.14% | -40.435M 89.64% | 174.681M 532.00% | 1.076B 515.98% | 1.264B 17.47% | 1.397B 10.52% | 1.484B 6.23% | 1.642B 10.65% | N/A | N/A | N/A | |
| Operating Margin | -9.40% | -0.91% | 3.45% | 18.59% | 20.15% | 20.60% | 20.49% | 21.32% | N/A | N/A | N/A | |
| EPS YoY % growth | 2.45 1,631.25% | 3.69 50.61% | 4.91 33.06% | 5.52 12.44% | 6.49 17.64% | 7.48 15.15% | 8.37 11.97% | 9.52 13.70% | 12.33 29.51% | 13.53 9.68% | 14.95 10.56% |
All data in USD
| Q1 / 26 | Q2 / 26 | Q3 / 26 | Q4 / 26 | Q1 / 27 | Q2 / 27 | Q3 / 27 | Q4 / 27 | Q1 / 28 | Q2 / 28 | Q3 / 28 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| EPS Q2Q % growth | 1.30 13.64% | 1.32 10.91% | 1.43 14.70% | 1.48 11.20% | 1.51 16.60% | 1.58 19.91% | 1.67 16.61% | 1.71 15.56% | 1.75 16.01% | 1.85 17.04% | 1.98 18.29% |
| Revenue Q2Q % growth | 1.365B 16.42% | 1.414B 15.11% | 1.425B 9.58% | 1.461B 6.96% | 1.42B 4.03% | 1.472B 4.10% | 1.526B 7.09% | 1.564B 7.05% | 1.584B 11.55% | 1.647B 11.89% | 1.724B 12.98% |
| EBITDA Q2Q % growth | 282.58M 288.98% | 285.82M 109.56% | 309.56M 68.47% | 322.48M 19.83% | 326.03M 15.38% | 340.13M 19.00% | 356.16M 15.05% | 368.64M 14.31% | N/A | N/A | N/A |
| EBIT Q2Q % growth | 249.87M 982.53% | 256.2M 592.64% | 275.21M 667.80% | 285.14M 287.09% | 291.14M 16.52% | 306.1M 19.48% | 321.62M 16.86% | 331.77M 16.35% | N/A | N/A | N/A |
All data in USD
36 analysts have analysed TWLO and the average price target is 145.56 USD. This implies a price increase of 16.14% is expected in the next year compared to the current price of 125.33.
TWILIO INC - A (TWLO) will report earnings on 2026-04-29, after the market close.
The consensus EPS estimate for the next earnings of TWILIO INC - A (TWLO) is 1.3 USD and the consensus revenue estimate is 1.36B USD.
The consensus rating for TWILIO INC - A (TWLO) is 77.7778 / 100 . This indicates that analysts generally have a positive outlook on the stock.