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Twilio Inc. (TWLO) Stock Analysis

Buy WaitVALUE-TRAP 1/5Moderate Confidence

Technology · Software - Infrastructure

Earnings in 0 days (2026-04-30). Expect elevated volatility around the report — consider waiting for post-earnings price action before new entries.

Wait for pullback to $128.22. Weak momentum — blocks BUY_NOW at $143.71. Engine's entry $128.22 (Default 5pct Sticky) is the shallowest technical level that clears the 2:1 A.R:R minimum. Key risk: Analyst target reached - limited upside remaining.

Twilio provides cloud-based communications APIs (messaging, voice, email, video) and customer data software (Segment) that enable businesses to embed personalized communications into their applications, serving 402,000+ Active Customer Accounts as of December 31, 2025. Revenue... Read more

$143.71+11.0% A.UpsideScore 5.4/10#53 of 80 Software - Infrastructure
Entry $128.22(Default 5pct Sticky)Stop $115.63Target $151.55(resistance)A.R:R -0.4:1Setup A.R:R 1.6:1
Analyst target$150.34+4.6%28 analysts
$151.55our TP
$143.71price
$150.34mean
$100
$190

Wait for pullback to $128.22. Weak momentum — blocks BUY_NOW at $143.71. Engine's entry $128.22 (Default 5pct Sticky) is the shallowest technical level that clears the 2:1 A.R:R minimum. Key risk: Analyst target reached - limited upside remaining. Chart setup: No recognized chart pattern (not a breakout, bounce, continuation, recovery, falling knife, or range) — technicals mixed. Earnings in 0 days. Wait until post-earnings. Score 5.4/10, moderate confidence.

Passes 4/7 gates (positive momentum, clean insider activity, no SEC red flags, semi cycle peak clear). Fails on favorable risk/reward ratio and earnings proximity 0d<=7d. Suitability: moderate.

Thesis

Rewards
No bull case signals
Risks
Analyst target reached - limited upside remaining

Key Metrics

P/E (TTM)671.0
P/E (Fwd)22.0
Mkt Cap$21.4B
EV/EBITDA53.9
Profit Mgn0.7%
ROE0.4%
Rev Growth14.3%
Beta1.28
DividendNone
Rating analysts36

Quality Signals

Piotroski F9/9

Options Flow

P/C0.57bullish
IV104%elevated
Max Pain$65-54.8% vs spot

Material Events(8-K, last 90d)

  • 2026-03-24Item 5.02LOW
    Doug Robinson appointed to the Board as independent director effective March 24, 2026 (Class I director). Board increased from nine to ten directors. Appointed to Compensation and Talent Management Committee. No arrangement with any other person.
    SEC filing →

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer

Rating Breakdown

1 floor-breaker

Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static

Quality Rank
2.7
Value Rank
4.5
Growth Rank
4.9
GatesA.R:R -0.4=NEGATIVEEARNINGS PROXIMITY 0d<=7dMomentum 5.0<5.5 (soft — BUY_NOW allowed but watch)Momentum 5.0>=4.5Insider activity: OKNo SEC red flagsSEMI CYCLE PEAK CLEARSuitability: Moderate
RSI
76 · Overbought
20D MA 50D MA 200D MAGOLDEN CROSSSupport $112.99Resistance $154.64

Price Targets

$116
$128
$152
A.Upside+5.5%
A.R:R-0.4:1
Setup A.R:R (at entry)1.6:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeCautious

Risk Alerts

! Target reached (-5.9% upside)
! Earnings in 0 days - binary event risk
! Negative risk/reward — downside exceeds upside

Earnings

B
B
B
B
4/4 beats
Next Earnings2026-04-30 (0d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is TWLO stock a buy right now?

Wait for pullback to $128.22. Weak momentum — blocks BUY_NOW at $143.71. Engine's entry $128.22 (Default 5pct Sticky) is the shallowest technical level that clears the 2:1 A.R:R minimum. Key risk: Analyst target reached - limited upside remaining. Chart setup: No recognized chart pattern (not a breakout, bounce, continuation, recovery, falling knife, or range) — technicals mixed. Earnings in 0 days. Wait until post-earnings. Target $151.55 (+5.5%), stop $115.63 (−24.3%), Setup A.R:R 1.6:1. Score 5.4/10, moderate confidence.

What is the TWLO stock price target?

Take-profit target: $151.55 (+11.0% upside). Target $151.55 (+5.5%), stop $115.63 (−24.3%), Setup A.R:R 1.6:1. Stop-loss: $115.63.

What are the risks of investing in TWLO?

Analyst target reached - limited upside remaining.

Is TWLO overvalued or undervalued?

Twilio Inc. trades at a P/E of 671.0 (forward 22.0). TrendMatrix value score: 6.9/10. Verdict: Buy (Wait for Entry).

What do analysts say about TWLO?

36 analysts cover TWLO with a consensus score of 3.9/5. Average price target: $150.

What does Twilio Inc. do?Twilio provides cloud-based communications APIs (messaging, voice, email, video) and customer data software (Segment)...

Twilio provides cloud-based communications APIs (messaging, voice, email, video) and customer data software (Segment) that enable businesses to embed personalized communications into their applications, serving 402,000+ Active Customer Accounts as of December 31, 2025. Revenue is predominantly usage-based as customers pay per API call for messaging, voice, authentication, and email delivery.

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