Twilio (TWLO) Q2 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure
Key numbers
- Adjusted EPS
- $1.47
- Estimate
- $1.32
- Surprise
- +11.1%
- Score at report (before → after)
- 6.1 → 5.7/10
Revenue for this quarter isn’t shown: the reported figure hasn’t cleared TrendMatrix’s freshness and sanity checks yet, and consensus revenue isn’t tracked. EPS above is the available figure.
How the report landed
Twilio (TWLO) beat the $1.32 estimate with adjusted EPS of $1.47 — a large 11.1% upside surprise. TrendMatrix's engine moved from Hold (6.1/10) to Buy (Wait) at 5.7/10 after the report — the engine's score fell despite the beat.
Where TrendMatrix's rating stands now
TrendMatrix currently rates TWLO Sell at 6.1/10.
4 of the last 4 quarters beat the estimate; this quarter's +11.1% surprise compares with a +13.6% four-quarter average. Next scheduled report: 2026-10-29.
What supports the rating
- Strong earnings beat streak (4/4)
- Strong growth profile
What argues against it
- Analyst target reached - limited upside remaining
- Near 52-week high (-1.6% away)
- Sector modifier (Technology): -0.8
This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.
The levels TrendMatrix's engine tracks
- Current price
- $290.70
- Price target
- $334.30
- Stop
- $270.35
- Upside to target
- +15.0%
At 39.3× trailing and 41.9× forward earnings, consensus estimates imply little change in earnings power.
Risk check: RSI 79 — a level conventionally read as overbought; gains at these levels often lean on momentum; trading volume is running 2.0× its average — elevated turnover around the report window.
Model outputs from TrendMatrix’s engine as of 2026-09-24 — shown for context, not personalized investment advice.
TWLO at TrendMatrix's latest read
Technology names get repriced on forward expectations more than trailing prints — a quarter here is read through next-year growth and multiple, not the EPS line alone.
- Industry
- Software - Infrastructure
- Market cap
- $43.70B
- P/E (fwd)
- 41.9
- P/E (ttm)
- 39.3
- 52-week range
- $98.44–$286.12
- Off 52-week high
- -1.6%
- RSI (14)
- 79
- Volume vs avg
- 1.98×
- Score today
- 6.1/10