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Twilio Inc.

TWLO · NYSE

Analyst Consensus

Buy

31 analysts

$232

Current

—

Low

$270

Average

—

High

Average target implies +16.44% versus the current price.

Analyst Ratings Synthesis

Consensus is Buy from 31 analysts, with a mean target of $225; the supplied consensus does not report low or high targets. Named recent targets cluster at $240 from Mizuho and $260 from Stifel, while Simply Wall St reports an aggregate analyst target of $138.04, implying a much wider published spread than the consensus summary reveals. Stifel is the most bullish named firm at $260; the evidence does not identify the analyst behind the least bullish target. Revisions in the supplied recent evidence are upward, including Mizuho's move from $200 to $240 and Stifel's increase to $260. The substantive disagreement is whether voice-AI momentum and improving profitability warrant elevated targets or whether limited demonstrated earnings and lower aggregate estimates constrain valuation.

Rating Actions

No individual rating actions have been captured for TWLOyet. Consensus figures above come from Nasdaq's aggregate feed.

Rating actions are extracted from published reporting. Each row links to its source.

Research Reports

Links to freely available third-party research. Outlook labels are our classification of each article's stance, not a rating of our own.

Covering Firms

ARGUS RESEARCH

B OF A GLBL RES

BAIRD R W

BARCLAYS CAPITA

BTIG

CANACCORD GENUI

CITIZENS JMP

GOLDMAN SACHS

HSBC GLOBAL RES

JEFFERIES & CO.

JP MORGAN SECUR

KEYBANC CAP MKT

MACQUARIE CAPIT

MIZUHO SECURITI

MORGAN STANLEY

NEEDHAM & CO.

NORTHLAND CAPMK

OPPENHEIMER HLD

PIPER SANDLER

RBC CAPITAL

ROTHSCHILD REDB

SANFORD BERNSTE

SCOTIABANK

STIFEL NICOLAUS

SUMMIT INSIGHTS

TD COWEN

UBS

WELLS FARGO SEC

WILLIAM BLAIR

WOLFE RESEARCH

ZACKS RESEARCH

Symbol: TWLO
Type: Stock
Sector: Technology
Industry: Services-Prepackaged Software
Exchange: NYSE

Twilio (NYSE: TWLO) is the infrastructure for customer engagement in the AI era. By combining global communications, memory, and AI orchestration with identity, governance, and observability, Twilio enables businesses to deliver continuous, contextual, personal, and secure conversations across every channel and participant-human or AI. Across 180+ countries, hundreds of thousands of the most innovative companies-from the Fortune 500 to startups-and millions of developers, rely on Twilio's global platform across messaging, voice, email, and beyond, to power trusted customer experiences that drive real results.

Key Issues

Bullish view

Simply Wall St cites growing voice-AI momentum and a stronger outlook for profitable growth as reasons for raising its analyst target. FY2025 net income also improves to approximately breakeven from a $0.1 billion loss in FY2024.

Bearish view

The supplied evidence provides no quantified voice-AI revenue, adoption, margin, or earnings contribution. Net income is only approximately $0.0 billion, so the durability of profitable growth remains unproven.

Analyst Consensus

See all

Buy

31 analysts

$232

Current

—

Low

$270

Average

—

High

Average target implies +16.44% versus the current price.

Earnings History

BeatMissNo estimate

Twilio Inc.

Analyst Consensus

Analyst Ratings Synthesis

Rating Actions

Research Reports

Covering Firms

Peers