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TWLOTwilio Inc.Sell5.9·$240.00+5.84%

Twilio (TWLO) Q2 2026 earnings — TrendMatrix coverage

BEAT+11.1% vs estimateEPS $1.47 vs $1.32 estVerdict HoldBuy (Wait)

Reported

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure

Event detail · Q2 2026

Key numbers

Reported EPS
$1.47
Estimate
$1.32
Surprise
+11.1%
Score at report (before → after)
6.15.7/10

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.

Report record · Q2 2026

How the report landed

Twilio (TWLO) beat the $1.32 estimate with diluted 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.

Current read · as of 2026-09-04

Where TrendMatrix's rating stands now

TrendMatrix currently rates TWLO Sell at 5.9/10.

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
  • Sector modifier (Technology): -0.8
  • Negative momentum

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.

Current engine read

The levels TrendMatrix's engine tracks

Current price
$240.00
Price target
$253.18
Stop
$223.65
Upside to target
+5.5%

At 31.5× trailing and 33.4× forward earnings, consensus estimates imply little change in earnings power.

Model outputs from TrendMatrix’s engine as of 2026-09-04 — shown for context, not personalized investment advice.

Technology context

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
$34.82B
P/E (fwd)
33.4
P/E (ttm)
31.5
52-week range
$98.44$258.35
Off 52-week high
7.1%
RSI (14)
51
Volume vs avg
0.67×
Score today
5.9/10

Earnings figures are sourced from TrendMatrix’s pipeline (EPS: existing earnings extraction; revenue: SEC XBRL company facts where available, yfinance-provisional otherwise). Not a buy/sell rating, a price target, or investment advice — see the current verdict on the stock’s main page for TrendMatrix’s live read.

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