TWILIO INC - A (TWLO) Forecast, Price Target & Analyst Ratings

NYSE:TWLO • US90138F1021

Current stock price

124 USD
-0.24 (-0.19%)
At close:
126 USD
+2 (+1.61%)
After Hours:

Analyst forecast overview

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).

Forecast Snapshot

Consensus Price Target

Price Target
$147.67
+ 19.09% Upside
→ Price target details

Next Earnings Forecast

Earnings Estimate
Release Date
Apr 30, 2026
Period
Q1 / 2026
EPS Estimate
$1.29
Revenue Estimate
1.368B
→ Full earnings forecast details

ChartMill Buy Consensus

Rating
78.89%
Weighted Analyst Rating Score
→ Analyst Ratings details

Price Target Details & History

Consensus Price Target and Range

Mean target
$147.67
Upside
+ 19.09%
From current price of $124.00 to mean target of $147.67, Based on 36 analyst forecasts
Low
$101.00
Median
$147.90
High
$194.25

Price Target Revisions

1 Month
1.45%
3 Months
4.48%

Price Target Summary

36 Wall Street analysts provided a forecast for the next 12 months for TWLO. The average price target is 147.67 USD. This implies a price increase of 19.09% is expected in the next year compared to the current price of 124.
The average price target has been revised upward by 4.48% in the past 3 months.
→ Find peer stocks trading 30% below analyst price target

Analyst Ratings & History

Current Analyst Ratings

TWLO Current Analyst RatingTWLO Current Analyst Buy, Sell and Hold Ratings.Current Analyst Rating Strong Buy Buy Hold Sell Strong Sell 5 10 15

Analyst Ratings History

TWLO Historical Analyst RatingsTWLO Historical Analyst Buy, Sell and Hold Ratings and number of analysts.Historical Monthly Analyst Rating -19 -17 -15 -13 -11 -9 -7 -5 -3 -1 10 20 30

Analyst Ratings Consensus

ChartMill Buy Consensus
78.89%
TWLO was analyzed by 36 analysts. The buy percentage consensus is at 79. So analysts seem to be have mildly positive about TWLO.
In the previous month the buy percentage consensus was at a similar level.
TWLO was analyzed by 36 analysts, which should be a sufficient number of analysts to have a meaningful average consensus rating.
→ Find peer stocks with a buy consensus above 85%

Recent Upgrades & Downgrades

DateFirmActionFrom → To
2026-04-06JefferiesUpgrade Hold -> Buy
2026-03-02TD CowenUpgrade Hold -> Buy
2026-02-13BTIGMaintains Buy -> Buy
2026-02-13RosenblattMaintains Buy -> Buy
2026-02-13Piper SandlerReiterate Neutral -> Neutral
2026-01-15Morgan StanleyMaintains Overweight -> Overweight
2026-01-07RosenblattMaintains Buy -> Buy
2026-01-05RBC CapitalMaintains Underperform -> Underperform
2026-01-05Piper SandlerDowngrade Overweight -> Neutral
2025-12-30CitizensMaintains Market Outperform -> Market Outperform
2025-10-31MizuhoMaintains Outperform -> Outperform
2025-10-31UBSMaintains Buy -> Buy
2025-10-31NeedhamMaintains Buy -> Buy
2025-10-31KeybancMaintains Overweight -> Overweight
2025-10-31RosenblattMaintains Buy -> Buy
2025-10-31StifelMaintains Hold -> Hold
2025-10-31Wells FargoMaintains Overweight -> Overweight
2025-10-31JP MorganMaintains Overweight -> Overweight
2025-10-31B of A SecuritiesMaintains Underperform -> Underperform
2025-10-31Piper SandlerMaintains Overweight -> Overweight
2025-10-01Wells FargoInitiate Overweight
2025-09-26RosenblattMaintains Buy -> Buy
2025-09-17RBC CapitalReiterate Underperform -> Underperform
2025-09-05RosenblattInitiate Buy
2025-08-08UBSMaintains Buy -> Buy

Next Earnings Forecast Details

Next Earnings Details

Release Date
Apr 30, 2026
Period
Q1 / 2026
EPS Estimate
$1.29
Revenue Estimate
1.368B
Revenue Q2Q
16.68%
EPS Q2Q
13.59%
Number of Analysts
26

Next Earnings Revisions

Revenue (1 Month)
0.00%
Revenue (3 Months)
3.95%
EPS (1 Month)
-0.04%
EPS (3 Months)
3.49%

Next Earnings Summary

TWLO is expected to report earnings on 4/30/2026. The consensus EPS estimate for the next earnings is 1.29 USD and the consensus revenue estimate is 1.37B USD.
The next earnings revenue estimate has been revised upward by 3.95% in the past 3 months.
→ Find peers expecting at least 20% revenue growth next quarter

Full Analyst Estimates 2026 - 2033

Yearly Earnings Per Share (EPS), Revenue, EBIT, EBITDA and Operating Margin Analyst Estimates

2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 2033
Revenue
YoY % growth
TWLO revenue by date.TWLO revenue by date.
4.154B
8.56%		4.458B
7.32%		5.067B
13.66%		5.799B
14.44%		6.275B
8.21%		6.782B
8.08%		7.242B
6.78%		7.7B
6.32%		8.164B
6.03%		8.636B
5.78%		9.117B
5.57%
EBITDA
YoY % growth
TWLO ebitda by date.TWLO ebitda by date.
-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/A1.28B1.482B
15.78%		1.704B
14.98%		1.93B
13.26%
EBIT
YoY % growth
TWLO ebit by date.TWLO ebit by date.
-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/AN/AN/A
Operating Margin
TWLO operating margin by date.TWLO operating margin by date.
-9.40%-0.91%3.45%18.55%20.14%20.60%20.49%21.32%N/AN/AN/A
EPS
YoY % growth
TWLO eps by date.TWLO eps by date.
2.45
1,631.25%		3.69
50.61%		4.91
33.06%		5.52
12.43%		6.49
17.63%		7.48
15.15%		8.37
11.99%		9.52
13.70%		12.33
29.51%		13.53
9.68%		14.95
10.56%

All data in USD

Quarterly Earnings Per Share (EPS), Revenue, EBIT and EBITDA Analyst Estimates

Q1 / 26 Q2 / 26 Q3 / 26 Q4 / 26 Q1 / 27 Q2 / 27 Q3 / 27 Q4 / 27 Q1 / 28 Q2 / 28 Q3 / 28 Q4 / 28
EPS
Q2Q % growth		1.29
13.59%		1.32
10.90%		1.41
12.52%		1.52
13.91%		1.48
14.33%		1.54
16.53%		1.64
16.46%		1.75
15.77%		1.81
22.14%		1.86
21.21%		1.95
19.32%		2.12
20.70%
Revenue
Q2Q % growth		1.368B
16.68%		1.416B
15.27%		1.474B
13.35%		1.539B
12.67%		1.501B
9.72%		1.54B
8.76%		1.595B
8.21%		1.658B
7.73%		1.654B
10.19%		1.695B
10.06%		1.761B
10.41%		1.833B
10.55%
EBITDA
Q2Q % growth		282.58M
288.98%		285.82M
109.56%		305.4M
66.21%		329.97M
22.62%		326.5M
15.54%		338.27M
18.35%		357.71M
17.13%		388.56M
17.76%		362.1M
10.90%		369.81M
9.32%		386.34M
8.00%		417.32M
7.40%
EBIT
Q2Q % growth		249.83M
982.36%		256.09M
592.34%		274.03M
664.51%		296.12M
302.00%		291.95M
16.86%		303.95M
18.69%		322.08M
17.53%		345.31M
16.61%		343.05M
17.50%		351.91M
15.78%		369.43M
14.70%		396.52M
14.83%

All data in USD

Yearly Earnings Per Share (EPS) and Revenue Trends vs Historical Data

TWLO Yearly Revenue VS EstimatesTWLO Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2017 2019 2021 2023 2025 2027 2029 2031 2033 2B 4B 6B 8B
TWLO Yearly EPS VS EstimatesTWLO Yearly EPS VS EstimatesYearly EPS VS Estimates 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 2033 0 5 10

Long Term Forward Growth Forecast Summary

Long Term EPS Growth (CAGR)

EPS Next 3 Year
15.05%
EPS Next 5 Year
14.16%

Long Term Revenue Growth (CAGR)

Revenue Next 3 Year
9.82%
Revenue Next 5 Year
8.50%

Long Term EBIT Growth (CAGR)

EBIT Next 3 Year
18.35%
EBIT Next 5 Year
6.77%
→ Find peers expecting at least 20% CAGR revenue growth over the next 3 years

TWILIO INC - A / TWLO Forecast FAQ

What do analysts expect the price target to be for TWILIO INC - A (TWLO)?

36 analysts have analysed TWLO and the average price target is 147.67 USD. This implies a price increase of 19.09% is expected in the next year compared to the current price of 124.

Can you provide the upcoming earnings date for TWILIO INC - A?

TWILIO INC - A (TWLO) will report earnings on 2026-04-30, after the market close.

What are the consensus estimates for TWILIO INC - A (TWLO) next earnings?

The consensus EPS estimate for the next earnings of TWILIO INC - A (TWLO) is 1.29 USD and the consensus revenue estimate is 1.37B USD.

What is the expected long term growth rate for TWLO stock?

The expected long term growth rate for TWILIO INC - A (TWLO) is 9.82%.