Twilio (NYSE:TWLO) Releases Q3 2026 Earnings Guidance

Twilio (NYSE:TWLO) issued an update on its third quarter 2026 earnings guidance on Thursday morning. The company provided EPS guidance of 1.420-1.470 for the period, compared to the consensus earnings per share estimate of 1.250. The company issued revenue guidance of $1.5 billion-$1.5 billion, compared to the consensus revenue estimate of $1.5 billion. Twilio also updated its FY 2026 guidance to EPS.

Analysts Set New Price Targets

A number of equities analysts have issued reports on TWLO shares. Oppenheimer lifted their price target on Twilio from $235.00 to $275.00 and gave the company an “outperform” rating in a research note on Friday. Monness Crespi & Hardt increased their price objective on shares of Twilio from $246.00 to $270.00 and gave the company a “buy” rating in a research note on Friday. BTIG Research lifted their target price on shares of Twilio from $245.00 to $285.00 and gave the stock a “buy” rating in a research report on Friday. Needham & Company LLC upped their target price on Twilio from $250.00 to $280.00 and gave the company a “buy” rating in a report on Friday. Finally, Bank of America upgraded shares of Twilio from an “underperform” rating to a “buy” rating and boosted their target price for the company from $110.00 to $190.00 in a research note on Wednesday, April 22nd. Three analysts have rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $245.14.

Twilio Price Performance

NYSE TWLO traded up $58.68 on Friday, hitting $251.88. The stock had a trading volume of 4,451,098 shares, compared to its average volume of 2,467,196. The firm has a 50-day moving average of $202.76 and a 200-day moving average of $161.07. The company has a debt-to-equity ratio of 0.13, a quick ratio of 4.66 and a current ratio of 4.66. Twilio has a 52-week low of $91.84 and a 52-week high of $254.50. The company has a market capitalization of $38.23 billion, a price-to-earnings ratio of 392.82, a price-to-earnings-growth ratio of 3.84 and a beta of 1.37.

Twilio (NYSE:TWLO) last released its quarterly earnings results on Thursday, August 6th. The technology company reported $1.47 EPS for the quarter, beating analysts’ consensus estimates of $1.32 by $0.15. The firm had revenue of $1.50 billion during the quarter, compared to analyst estimates of $1.43 billion. Twilio had a net margin of 1.96% and a return on equity of 4.64%. The business’s revenue for the quarter was up 22.0% on a year-over-year basis. During the same period in the previous year, the business earned $1.19 EPS. Twilio has set its Q3 2026 guidance at 1.420-1.470 EPS. Equities analysts expect that Twilio will post 2.79 EPS for the current year.

Insider Activity at Twilio

In related news, CEO Khozema Shipchandler sold 44,158 shares of the company’s stock in a transaction that occurred on Thursday, June 4th. The shares were sold at an average price of $235.88, for a total value of $10,415,989.04. Following the transaction, the chief executive officer directly owned 235,542 shares in the company, valued at approximately $55,559,646.96. This represents a 15.79% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Aidan Viggiano sold 9,093 shares of Twilio stock in a transaction that occurred on Tuesday, June 30th. The shares were sold at an average price of $201.25, for a total transaction of $1,829,966.25. Following the sale, the chief financial officer owned 118,252 shares of the company’s stock, valued at approximately $23,798,215. The trade was a 7.14% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold a total of 1,802,480 shares of company stock valued at $341,620,487 in the last ninety days. 0.21% of the stock is currently owned by company insiders.

Key Twilio News

Here are the key news stories impacting Twilio this week:

• Positive Sentiment: Q2 results exceeded expectations. Twilio reported adjusted earnings of $1.47 per share versus the $1.32 consensus estimate, while revenue rose 22% year over year to $1.50 billion, ahead of the $1.43 billion forecast. The company also cited growing traction for voice-based AI tools. Twilio Delivers Strong Q2 Numbers
• Positive Sentiment: Outlook was raised above analyst expectations. Twilio projected third-quarter adjusted EPS of $1.42-$1.47, compared with the $1.25 consensus estimate, and guided to approximately $1.5 billion in revenue. Full-year revenue guidance was set near $6.0 billion, above the $5.8 billion consensus, reinforcing expectations for continued revenue reacceleration and profitability. Twilio Announces Second Quarter Results
• Positive Sentiment: Analysts became more bullish. Monness Crespi & Hardt, BTIG Research, Rosenblatt Securities and Needham all raised their price targets and maintained “buy” ratings, with targets ranging from $270 to $285. The revisions suggest analysts see the earnings beat, stronger guidance and AI opportunity as sustainable rather than one-quarter factors. Needham Raises Twilio Price Target
• Neutral Sentiment: Valuation and execution remain risks. Twilio is trading near its 52-week high with a reported P/E ratio above 390, leaving the stock sensitive to any slowdown in cloud growth, AI adoption or margin expansion. Investors will watch whether the company can sustain its improved growth trajectory after the sharp rally. Software Stock Surge

Institutional Investors Weigh In On Twilio

Several hedge funds have recently added to or reduced their stakes in the company. Aster Capital Management DIFC Ltd purchased a new stake in Twilio in the fourth quarter worth approximately $29,000. Zions Bancorporation National Association UT purchased a new position in Twilio in the 4th quarter worth $29,000. Wilmington Savings Fund Society FSB boosted its position in Twilio by 46.8% during the third quarter. Wilmington Savings Fund Society FSB now owns 612 shares of the technology company’s stock valued at $61,000 after buying an additional 195 shares during the period. GW&K Investment Management LLC increased its holdings in shares of Twilio by 78.1% in the fourth quarter. GW&K Investment Management LLC now owns 513 shares of the technology company’s stock worth $73,000 after buying an additional 225 shares during the period. Finally, Headlands Technologies LLC bought a new stake in shares of Twilio in the 2nd quarter valued at about $77,000. Institutional investors own 84.27% of the company’s stock.

About Twilio

Twilio Inc (NYSE: TWLO) is a cloud communications platform-as-a-service (CPaaS) company that enables developers and enterprises to embed communications into web and mobile applications. Its core offering is a suite of programmable APIs that handle messaging (SMS, MMS, and chat), voice calling, video, and user authentication. Twilio’s platform is designed to help businesses build customer engagement and communication workflows without managing telecommunications infrastructure directly.

The company’s product portfolio includes programmable voice and messaging APIs, Twilio Video for real?time video applications, and Twilio Authy for multi?factor authentication.