AnalysisNews

TWLO today

$212.21-$7.27 (-3.31%)close Nov 12, 2026

Trend

DailyDowntrend (confirmed)

4 hourLeaning Bearish

1 hourBearish

15 minDescending Triangle

5 minLeaning Bearish

Daily trend turns up above $305.95

Key levels

Resistance$243.98

Resistance$225.84

Support$199.99

Support$180.00

Latest news & SEC filings

AnalystDaiwa Securities trims Twilio valuation view to $230 from $277

AnalystTigress Financial keeps Buy rating on Twilio, lifts target to $320

All TWLO news →

About Twilio

Twilio sells cloud-based tools that companies use to build customer communications into their own software. Its offerings cover text and multimedia messaging, phone calling, email delivery, multi-channel login verification, and a customer data platform called Segment. Customers range from small startups to big corporations in many countries, and the firm also provides marketing campaign software and digital contact center products.

Based on the company's 10-K filed Feb 24, 2026.

NYSE · Technology

TWILIO INC (TWLO)

$212.21-7.27 (-3.31%)
WATCHLISTGrade: ARisk: LOW
1D5D1M1Y5YMaxSign up for all timeframes
221.0240.9260.9280.9212.21Oct 12Oct 20Oct 28Nov 5
High217.13
Low210.95
Open216.00
Volume1.76M
Avg Vol3.20M
VWAP213.22
30d High300.91
30d Low200.96
30d Chg-27.96%

What Is the Price Target for TWLO?

SEPT Low Target

$211.00

SEPT Mid Target

$285.00

SEPT High Target

$325.00

Analyst Consensus

$285.00

Current: $219.48Upside: +29.9%Confidence: 85%Method: Analyst Consensus

Is TWLO a Buy or Sell Right Now?

81
Investability Score
WATCHLIST12-18 months
News summary · last 30 days
Oct 29▲ UpEarnings6 articles
Twilio reported third-quarter adjusted earnings and revenue that both topped analyst estimates, and the company issued fourth-quarter guidance calling for organic revenue growth of 11%-12% with adjusted operating income of $300M-$310M and adjusted EPS of $1.48-$1.53 on sales of $1.595B-$1.605B. It also lifted its full-year 2026 sales guidance to $6.084 billion, above the prior range and the $6.004 billion estimate. Despite the bullish results and outlook, TWLO shares closed down 0.48% at $241.90, trading in a wide range between $232.72 and $247.16 on volume of about 4.17 million shares, with headlines noting the stock fell after the third-quarter results. The mixed price reaction against strong fundamental news suggests the market may have already priced in much of the beat, though the raised guidance and above-consensus Q4 outlook lean constructive.
Critical news
Oct 29HIGHEarnings: growth/beat
Oct 29HIGHEarnings: growth/beat

Thesis

  • •Revenue growing 13.7% YoY with ACCELERATING trend — accelerating momentum.

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Is TWLO Overvalued or Undervalued?

Valuation Verdict

FAIR

Methods Used

P/E Forward, P/B, Analyst Consensus

Fair Value

$246.42

62

Moat Score

NARROW

6/9

Piotroski Score

9.6

Altman Z-Score

What Is Smart Money Doing with TWLO?

Insider Signal

SELLING

0 buys / 13 sells (90d)

Congress Signal

BUYING

5 buys / 1 sells (90d)

Institutional

N/A

Short Squeeze Risk

LOW

Signal: NEUTRAL

Recent Insider Activity

NameTitleTypeSharesValueDate
Shipchandler Khozemadirector officerSale1,934$557KOct 5, 2026
Shipchandler Khozemadirector officerSale1,900$549KOct 5, 2026
Shipchandler Khozemadirector officerSale5,156$1.5MOct 5, 2026
Shipchandler Khozemadirector officerSale501$146KOct 5, 2026
Shipchandler Khozemadirector officerSale800$234KOct 5, 2026
Shipchandler Khozemadirector officerSale1,600$469KOct 5, 2026
Shipchandler Khozemadirector officerSale2,551$751KOct 5, 2026
ROTTENBERG ERIKAdirectorBuy344-Sep 15, 2026
ROTTENBERG ERIKAdirectorSale344-Sep 15, 2026
PATRICK DEVAL LdirectorBuy337-Sep 15, 2026

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TWLO Growth Story

Revenue YoY

13.7%

3yr Revenue CAGR

9.8%

EPS Growth YoY

131.82%

FCF Growth YoY

N/A%

Revenue Trend

ACCELERATING

Dark Pool Trades for TWLO

PREVIEW

SEPT Investing tracks real-time dark pool institutional trades for TWLO, including block trade sizes, dollar values, and buy/sell side classification. Dark pool trades reveal where institutional investors are positioning before moves become visible on public exchanges.

TimePriceSizeValueSide
21:59:24$212.2121,373$$4.5MSELL
21:31:12$212.211,554$$330KSELL
21:23:33$212.211,157$$246KSELL
21:00:42$212.211,068$$227KSELL
21:00:42$212.211,068$$227KSELL

5 dark pool trades shown · $$5.6M preview volume

Real-time institutional flow, block trades, and net positioning

See all dark pool activity

Options Flow for TWLO

PREVIEW

SEPT Investing provides real-time options flow tracking for TWLO, including unusual sweep detection, block trades, and dealer positioning. Each trade shows strike, expiry, premium, implied volatility, and greek values for informed decision-making.

TypeStrikeExpiryDTEPremiumSizeTrade
PUT$210Nov 131$$1941SWEEP
PUT$207.5Nov 131$$1201SWEEP
PUT$207.5Nov 131$$1201SWEEP
PUT$210Nov 131$$1941SWEEP
PUT$207.5Nov 131$$1241SWEEP

5 options trades shown · 0% calls

Unusual activity, GEX levels, max pain, and dealer positioning

See full options flow

What Traders Are Saying About TWLO

1 posts

SEPT Investing hosts an active community of 3,500+ traders sharing real-time analysis, trade setups, and market discussion for TWLO. Join verified traders discussing price action, dark pool alerts, options flow, and AI-powered market intelligence.

S
SEPT InvestingVERIFIED145d ago

Zone Setup -- $TWLO (TWILIO INC) Price: $185.95 | Zone: $179.35 to $187.46 Conviction: HIGH | Analyst upside: +0.4% Major volume event today — setup forming. Strong positive news (2+ vs 0-)

296 views

Join 3,500+ traders discussing TWLO in real-time

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Full AI Research Report

SEPT's Trading AI has generated a free, downloadable PDF research report for TWILIO INC (TWLO) covering valuation analysis, financial health assessment, growth projections, smart money tracking, earnings and key price levels. For research only, not investment advice.

Report includes: PDF download, detailed valuation models (DCF, P/E, EV/EBITDA), institutional flow analysis, congress and insider trade tracking, FinBERT news sentiment (1 articles analyzed), and SEC filing intelligence...

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TWLO — frequently asked questions

What is TWLO stock price today?

TWILIO INC (TWLO) is at $212.21, down 3.31% (-$7.27) at the Nov 12, 2026 close.

Why is TWLO stock moving today?

Latest TWLO news — Nov 10, 2026: Daiwa Securities trims Twilio valuation view to $230 from $277 · Nov 4, 2026: Tigress Financial keeps Buy rating on Twilio, lifts target to $320

Why did TWLO stock move on Oct 29, 2026?

Twilio reported third-quarter adjusted earnings and revenue that both topped analyst estimates, and the company issued fourth-quarter guidance calling for organic revenue growth of 11%-12% with adjusted operating income of $300M-$310M and adjusted EPS of $1.48-$1.53 on sales of $1.595B-$1.605B. It also lifted its full-year 2026 sales guidance to $6.084 billion, above the prior range and the $6.004 billion estimate.

What is the TWLO price target?

The average analyst price target for TWLO is $285.00, ranging from $211 to $325, based on 17 analysts. Latest: Tigress Financial maintains on Nov 4, 2026.

What do analysts rate TWLO?

Analyst ratings for TWLO: 3 Buy, 47 Hold, 3 Sell — consensus Hold.

Did TWLO beat earnings?

TWLO last reported on Oct 29, 2026: EPS $1.65 vs $1.47 expected — a beat of 12.2%.

What is TWLO's P/E ratio?

TWLO trades at a P/E of 25.9 vs a Technology average of 28.2.

Does TWLO pay a dividend?

TWLO does not currently pay a dividend.

How much debt does TWLO have?

TWILIO INC reported $994M of debt and $1.1B of cash (Sep 30, 2026).

What are TWLO support and resistance levels?

Support: $199.99, $180.00, $138.78. Resistance: $225.84, $243.98, $278.43.

What are insiders doing with TWLO?

Insider activity: SELLING, 0 buys and 13 sells in the last 90 days.

What is the latest news on TWLO?

Nov 10, 2026: Daiwa Securities trims Twilio valuation view to $230 from $277 · Nov 4, 2026: Tigress Financial keeps Buy rating on Twilio, lifts target to $320