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TWLO · Twilio Inc

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$225.30 +5.41 (+2.46%) At close · Aug 21
Market Cap
$33.77B
Shares
153.58M

Price & Indicators

Indicators
Price
Panels
Event markers
20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$225.30 Open$219.39 Day$215.79–225.70 52W close$100.09–255.95 Avg vol 30d2.3M Short int4.3M · 2.8% float · 2.7d Short vol71% Last earningsAug 6, 2026 DataJan 2020–Aug 2026 Filing10-Q · Aug 7

Up next

Next earnings call
Nov 5, 2026 Est · unconfirmed · in 11 wks
FQ3-26 quarter ends
~Sep 30, 2026 Est
Latest filing: 10-Q
filed Aug 7, 2026

AI Brief

TL;DR.

Bullish
    Bearish

      AI-generated from the earnings call and 8-K · may contain errors · not investment advice

      Ask ALVIS about this →

      Equibles Rating

      blended score · not investment advice
      Overall
      Buy
      SellHoldBuy
      Technical Buy Momentum Very Strong Sentiment Neutral Fundamentals Excellent Quant / Vol Very High
      Market backdrop VIX 15.1 · calm Equity put/call 0.58
      Technical
      price trend
      Buy
      50 / 200-day cross No cross
      Price vs 200-day avg +43%
      above
      Price vs 50-day avg +8%
      above
      RSI (14) 54
      neutral
      MACD trend Negative
      52-week position 80%
      mid-range
      Momentum
      relative strength
      Very Strong
      1-month return +18%
      trailing
      6-month return +82%
      trailing
      YTD return +58%
      this year
      Relative strength +70%
      vs S&P · 6-mo
      Sentiment
      smart money
      Neutral
      Trend (MA cross) No cross
      50d $208 › 200d $158 — 50d above 200d
      Institutional flow Accumulating
      +17% holders QoQ · +227 funds added
      Insider flow Distributing
      Net -$312.6M over 90 days · 100% sells
      Short interest Rising
      2.81% of float · ▲ +2.3% MoM · 2.7 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Multi-yr high
      963 holders — near 3-yr high, broad support
      Squeeze score 53
      elevated · 0–100
      Fundamentals
      Excellent
      Revenue growth +44%
      Y/Y
      Gross margin 621%
      contracting
      EPS growth +132%
      Y/Y
      Free cash flow $957.2M
      Valuation P/E 30.5
      below peers
      Buyback $826.0M
      remaining
      Balance sheet $310.0M
      net debt
      Quant / Vol
      risk profile
      Very High
      Volatility 61%
      annualized · 1-yr
      Max drawdown −25%
      past year
      ATR 5.6%
      of price · 14-day

      Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

      Guidance & track record

      Beat or met 6 of last 6
      Latest guidance · from the 8-K filed Aug 6, 2026
      Q3 2026
      Revenue Initiated $1.51B – $1.52B
      prior qtr $1.5B midpoint +0.7% QoQ
      Y/Y Organic Revenue Growth Initiated 11% – 12%
      Y/Y Revenue Growth Initiated 16% – 16.5%
      Non-GAAP income from operations Non-GAAP Initiated $285M – $295M
      Non-GAAP diluted earnings per share Non-GAAP Initiated $1.42 – $1.47
      FY26
      Y/Y Revenue Growth Initiated 18% – 18.5%
      Y/Y Organic Revenue Growth Initiated 13% – 13.5%
      Prior guidance period ended · from the 8-K filed Apr 30, 2026
      Revenue · second quarter ended June 30, 2026 $1.42B – $1.43B
      Non-GAAP income from operations · second quarter ended June 30, 2026 $250M – $260M
      Non-GAAP diluted earnings per share · second quarter ended June 30, 2026 $1.27 – $1.32
      Guided vs delivered · last 6 settled
      Revenue Q4 2025
      guided $1.31B – $1.32B
      $1.37B Beat +3.9%
      Revenue Q3 2025
      guided $1.25B – $1.26B
      $1.3B Beat +4.0%
      Revenue Q2
      guided $1.05B – $1.06B
      $1.08B Beat +2.6%
      Revenue Q1
      guided $1.03B – $1.04B
      $1.05B Beat +1.7%

      Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

      Technicals

      trend & momentum for long-term holders Buy
      1 · 3 · 2
      50 / 200-day cross
      No cross Neutral
      Price vs 200-day avg
      +43% Bullish
      Price vs 50-day avg
      +8% Bullish
      RSI (14)
      54 Neutral
      MACD trend
      Negative Bearish
      52-week position
      80% Neutral
      Market signals — smart money & positioning
      Mixed
      Trend (MA cross) No cross
      50d $208 › 200d $158 — 50d above 200d
      Institutional flow Accumulating
      +17% holders QoQ · +227 funds added
      Insider flow Distributing
      Net -$312.6M over 90 days · 100% sells
      Short interest Rising
      2.81% of float · ▲ +2.3% MoM · 2.7 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Multi-yr high
      963 holders — near 3-yr high, broad support
      Price context
      position in its 52-week range
      Range low $100 Now $225 · 80% Range high $256
      vs 200-day avg +43% vs 50-day avg +8%

      Illustrative technical + ownership context — a signal mix, not investment advice.

      Key metrics

      the company's own KPIs, from written earnings releases and filings
      Metric Latest Period YoY
      Total Revenue Growth Rate 22% the three months ended June 30, 2026 filing —
      employees 5,492 as of June 30, 2026 —
      Free cash flow margin non-GAAP 24% Three Months Ended June 30, 2026 —
      Non-GAAP gross margin non-GAAP 49% Three Months Ended June 30, 2026 —
      Non-GAAP operating margin non-GAAP 19% Three Months Ended June 30, 2026 —
      Operating cash flow margin non-GAAP 25% Three Months Ended June 30, 2026 —
      Organic Revenue non-GAAP 1.43B Three Months Ended June 30, 2026 —
      GAAP → non-GAAP reconciliation
      GAAP GAAP Revenue 1.5B
      -71.05M A2P Revenue
      -1.66M Acquisition Revenue
      = Organic Revenue 1.43B
      Organic Revenue Y/Y Growth non-GAAP 17% Three Months Ended June 30, 2026 —
      Active Customer Accounts 402,000 as of December 31, 2025 —
      Organic revenue growth 13% Full Year 2025 —

      Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period

      Versus peers

      Software - Infrastructure — same industry group
      Open screener →
      Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
      TWLO
      Twilio Inc
      this stock
      		$33.77B +58.4% +43.9% 30.5 2.8%
      MSFT
      Microsoft Corp
      		 $3.59T -0.1% +6.9% 26.9 1.1%
      PLTR
      Palantir Technologies Inc.
      		 $432.41B +1.2% +56.2% 153.8 2.8%
      ORCL
      Oracle Corp
      		 $421.90B -24.9% +17.3% 25.1 1.7%
      PANW
      Palo Alto Networks Inc
      		 $291.66B +94.3% +29.0% 293.3 2.6%

      Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

      At a glance

      key data from every section
      Ownership
      Institutional Holders Accumulating
      Holders
      963
      % held
      93.6%
      Net QoQ
      +4.9M sh
      Top holder
      BlackRock, Inc.
      Held Float
      View
      Held by Funds
      Fund positions
      603
      View
      Short & Settlement
      Short Interest Rising
      Shares short
      4.3M
      Days to cover
      2.7d
      Change
      +95.4K sh
      View
      Short Volume
      Short vol %
      71%
      As of
      Aug 21, 2026
      Short Total
      View
      Fails to Deliver
      FTD shares
      166
      Value
      $31.7K
      As of
      Jul 31, 2026
      View
      Off-Exchange
      Off-exchange %
      51.3%
      Week of
      Jul 13, 2026
      Off-exch Lit
      View
      Smart Money
      Insider Trades Net selling
      Net (90d)
      -$312.6M
      Buyers / Sellers
      0 / 3
      Buyers Sellers
      View
      Congressional Trades Buy
      Member
      Josh Gottheimer
      Amount
      $1.0K–$15.0K
      Traded
      May 4, 2026
      View
      Financials
      Financials
      Revenue (FY)
      $5.1B
      Net income (FY)
      $33.8M
      EPS diluted
      $0.21
      View
      Buybacks
      Authorized
      $2.0B
      Remaining
      $826.0M
      Spent Remaining
      View
      Filings
      SEC Filings
      Latest
      Investor Event Transcript
      Filed
      Aug 12, 2026
      This year
      12
      View
      Proposed Sales
      Value
      $326.9K
      Shares
      1.4K
      Filed
      Aug 17, 2026
      View
      Exempt Offerings
      Offering
      $378.2M
      Filed
      Jul 28, 2021
      View
      Earnings & Events
      Earnings Calls Upcoming
      Next call
      Sep 8, 2026
      Last call
      Aug 12, 2026
      View
      Investor Relations
      Upcoming events
      2
      View

      Performance

      5D 20D 120D MTD YTD
      TWLO -5.4% +17.7% +82.0% +14.2% +58.4%
      SPY -1.4% +3.6% +11.6% +2.5% +12.3%
      vs SPY -4.1% +14.0% +70.4% +11.7% +46.1%

      Capital returns

      Buyback program · as of Jun 30, 2026
      Authorized
      $2.00B
      Spent (derived)
      $1.17B
      Remaining
      $826.00M
      Spent Remaining

      Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

      Key facts CIK 1447669 CUSIP 90138F102 13F (30d) 832 filings 796 filers Visit website Investor relations

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