Stock·NYSE·Technology
Twilio Inc. (TWLO)
- Market cap
- $33.15B
- P/E
- 26.91
- Dividend yield
- No dividend
- Street target
- $274.00median of 31 analysts
- 52-week range
- $105.00 $308.40
TWLO stock today, November 11, 2026: price, news and analyst targets
As of November 10, 2026, Twilio Inc. (TWLO) trades at $214.21. Wall Street's median 12-month price target is $274.00 across 31 analysts, 27.9% above the price. CleaRank rates it Buy with a score of 65/100.
Twilio fell 15.24% in the first session after its October 29, 2026 report, even though adjusted EPS of $1.65 beat the $1.47 estimate by 12.24%. The stock closed the most recent session up 3.66% at $214.21, but it remains 26.00% lower over one month and sits below its 50-day average while holding above its 200-day average. The gap between a strong earnings beat and a sharp price reaction is the central question for holders now.
Why the stock fell after a beat
Twilio beat the adjusted EPS estimate in seven of its last eight reports. The October 29, 2026 report was a beat of 12.24%, yet the share price fell 15.24% in the first trading session afterward. Two of the seven beats were followed by a lower price, so an earnings beat has not reliably lifted the stock. The earlier beats in August and April were followed by gains of 24.89% and 23.83%, which makes the October reaction a sharp break from that pattern.
Analysts still lean positive
Of 31 analysts with a current rating, 25 rate the stock buy or strong buy, five hold and one sell. Three months ago, 26 of 31 rated it buy. Since the report, Tigress Financial kept its Buy rating on November 4 and November 5, and UBS kept its Buy rating on October 30 and October 31, while HSBC upgraded the stock to Hold from Reduce on November 3. JP Morgan kept its Overweight rating on October 31. The median 12-month target is $274.00, which sits 27.9% above the price.
Valuation and business fundamentals
The trailing P/E of 26.91 is a discount to the sector median P/E of 35.1, and the price-to-sales ratio of 5.68 compares with a sector median of 7.6. Return on equity of 14.92% is above the sector median of 13.4%, and the debt-to-equity ratio of 0.12 leaves little balance sheet strain. Analysts expect EPS to grow 25.8% this fiscal year and 11.4% next year.
Insider selling
Insiders sold $624.0 million of stock across recent filings over the last 18 months, and made no open-market purchases in that period. Insider sales are often planned in advance or made to cover tax on vesting shares, so they are a weaker signal than open-market buying would be.
CleaRank score 65/100 (Buy). 12 of 18 checks pass: trend 3 of 4, momentum 1 of 3, valuation and quality 4 of 4, analysts 2 of 3, track record 2 of 4.
About Twilio
Twilio Inc. , a cloud communications and customer engagement software company. Twilio provides programmable tools that help businesses build, manage, and personalize communications across messaging, voice, email, video, authentication, and contact center workflows. Its platform is used by developers and enterprises to embed real-time communication capabilities into applications and digital services, supporting customer support, notifications, identity verification, and omnichannel engagement.
TWLO stock news
Post-earnings sell-off
·Earnings report
The stock fell 15.24% in the first session after the October 29, 2026 report despite an EPS beat. That reaction shows how much the price depends on more than headline results.
Buy reiterated by Tigress Financial
·Tigress Financial
Tigress Financial kept its Buy rating on November 5, 2026, a second reiteration within two days. It supports the view that analysts still see upside after the sell-off.
UBS keeps Buy rating
·UBS
UBS kept its Buy rating on October 31, 2026, following its October 30 reiteration. Repeated Buy calls after the report signal continued analyst support.
HSBC lifts rating to Hold
·HSBC
HSBC upgraded Twilio to Hold from Reduce on November 3, 2026. The move removes a sell-side Reduce view but stops short of a Buy call.
JP Morgan keeps Overweight
·JP Morgan
JP Morgan kept its Overweight rating on October 31, 2026. A positive large-bank stance adds weight to the bullish analyst view.
TWLO price target 2026
The trend is mixed: TWLO is above its 200-day average at $191.72 but below its 50-day average at $253.49. A close above the 50-day would turn both signals up, and a close below the 200-day would turn both down. The nearest levels are the 200-day SMA at $191.72 below and the 20-day EMA at $232.53 above.
Momentum, with the RSI in the bearish zone, still points lower.
Analyst targets and ratings
12-month price targets
Ratings
Recent rating actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Nov 5, 2026 | Tigress Financial | Maintains | Buy |
| Nov 4, 2026 | Tigress Financial | Maintains | Buy |
| Nov 3, 2026 | HSBC | Upgrade | Hold |
| Oct 31, 2026 | UBS | Maintains | Buy |
| Oct 31, 2026 | JP Morgan | Maintains | Overweight |
| Oct 30, 2026 | UBS | Maintains | Buy |
TWLO support and resistance levels
Support: the 200-day SMA at $191.72 is the nearest level below the price, followed by the 52-week low at $105.00. Resistance: the 20-day EMA at $232.53 is the nearest level above the price, then the 50-day SMA at $253.49, and the 52-week high at $308.40.
| Level | What it is | Price | From the price |
|---|---|---|---|
| Resistance 3 | 52-week high | $308.40 | +44.0% |
| Resistance 2 | 50-day moving average | $253.49 | +18.3% |
| Resistance 1 | 20-day exponential average | $232.53 | +8.6% |
| Price | November 10, 2026 | $214.21 | |
| Support 1 | 200-day moving average | $191.72 | -10.5% |
| Support 2 | 52-week low | $105.00 | -51.0% |
Technical indicators
TWLO stock price and trading
TWLO share price
TWLO fundamentals and valuation
Key statistics
TWLO against the Technology sector
Price to earnings vs sector: TWLO trades at a notable discount to sector peers (-23% against the sector median P/E). Investors are paying less for each dollar of earnings than for the typical stock in the sector.
Return vs XLK: Since May 30, 2025, TWLO has gained 82.0% against a gain of 46.3% for XLK.
Performance against XLK
Revenue and earnings
Revenue growth: Revenue grew 13.7% in FY2025 to $5.1B, from $4.5B a year earlier.
Profit margin: The net margin was 0.7% in FY2025, up from -2.5% the year before.
Profitable: TWLO earned $33.8M in FY2025.
Earnings reality check
Earnings record: TWLO beat the analyst estimate in 7 of the last 8 quarters.
Market reaction: The stock fell in the first session after 2 of those 7 beats, so a beat has not been enough on its own.
| Report | Estimate | Actual | Surprise | First session | 5 sessions |
|---|---|---|---|---|---|
| Oct 29, 2026after close | $1.47 | $1.65 | +12.24% | -15.24% | -16.92% |
| Aug 6, 2026after close | $1.32 | $1.47 | +11.36% | +24.89% | +29.10% |
| Apr 30, 2026after close | $1.27 | $1.50 | +18.11% | +23.83% | +33.10% |
| Feb 12, 2026after close | $1.23 | $1.33 | +8.13% | +2.35% | +2.47% |
| Oct 30, 2025after close | $1.07 | $1.25 | +16.82% | +19.51% | +12.95% |
| Aug 7, 2025after close | $1.05 | $1.19 | +13.33% | -19.38% | -17.61% |
| May 1, 2025after close | $0.96 | $1.14 | +18.75% | +2.28% | +7.51% |
| Feb 13, 2025after close | $1.03 | $1.00 | -2.91% | -15.01% | -22.39% |
TWLO price history and drawdowns
Risk profile
Worst falls and recoveries
Growth of $10,000
Against the market: TWLO beat the S&P 500 over this period: $67,214 against $39,967.
A $10,000 investment in TWLO in December 2016 would be worth about $67,214 today, compared with about $39,967 for the same investment in the S&P 500 benchmark with its dividends reinvested.
TWLO stock price prediction 2030
TWLO Stock Price Prediction 2030: Simulated Scenarios
CleaRank's simulation projects a price near $318 for TWLO by 2030 in the base case, from $214 today (1.5x over 4 years). The 10th-percentile path ends near $88.39. These are outcomes of a Monte Carlo simulation run on TWLO's historical return distribution, not price targets, and they assume no dividends are reinvested.
| Year | 10th percentile | Base case | 90th percentile | range base today |
|---|---|---|---|---|
| 2027 | $125 | $237 | $449 | |
| 2028 | $106 | $261 | $646 | |
| 2029 | $95.05 | $288 | $875 | |
| 2030 | $88.39 | $318 | $1,147 |
TWLO insider trading
TWLO insider trading
Month by month
Net insider selling: No insider bought TWLO shares on the open market in the last 18 months. Sales are often planned in advance or cover tax on vesting shares, so they say less than purchases would.
| Date | Insider | Type | Shares | Value |
|---|---|---|---|---|
| Oct 5, 2026 | Khozema Shipchandler
Chief Executive Officer
|
Sell | 14.4K | $4.2M |
| Sep 15, 2026 | Douglas A Robinson
Director
|
Grant | 341 | - |
| Sep 15, 2026 | Andrew J. Stafman
Director
|
Grant | 345 | - |
| Sep 15, 2026 | Miyuki Suzuki
Director
|
Grant | 341 | - |
| Aug 17, 2026 | Aidan Viggiano
Chief Financial Officer
|
Sell | 1.4K | $326.9K |
| Aug 12, 2026 | Andrew J. Stafman
Director
|
Sell | 500.0K | $123.5M |
| Aug 10, 2026 | Erika Rottenberg
Director
|
Sell | 3.5K | $881.4K |
| Jul 6, 2026 | Khozema Shipchandler
Chief Executive Officer
|
Sell | 14.5K | $3.0M |
| Jul 2, 2026 | Aidan Viggiano
Chief Financial Officer
|
Sell | 8.5K | $1.8M |
| Jun 30, 2026 | Khozema Shipchandler
Chief Executive Officer
|
Sell | 13.9K | $2.8M |
TWLO stock forecast: questions people ask
TWLO Forecast: Frequently Asked Questions
What is the TWLO stock forecast?
What is the TWLO price target?
Is TWLO a buy or sell today?
Why did Twilio stock fall after its earnings beat?
How has TWLO performed over the past year?
How these figures are computed, and where the data comes from: CleaRank methodology.