TWLO
ACCE-researchedTwilio Inc. Class A Common Stock
Technology · Software - Infrastructure · NYSE · United States
$243.84-0.97%
Market cap $37.4BNext earnings 2026-10-29Updated Sep 20, 2026
FAIR VALUE · CONSENSUS
$243.84+0.0%
confidence-weighted across 3 of 6 models
Now $243.84
$243.84
$53.21$164.01
AvoidBronze55
Price vs fair value
240.0% above
-70.6% to fair value
ACCE score
72
out of 100
Analysts
65% buy
31 covering
P/E
33.7x
forward 36.5x
1-year return
+125.0%
Dividend yield
0.00%
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INVESTOROverview
⚠ Investor warnings · 4 flags
- highMassive insider sellingLast 10 transactions show $324.3M in sales, $0 in buys - insiders aggressively offloading at current prices.
- highValuation extremely stretchedP/E 334x, EV/EBITDA 72x on 2% net margin; priced for perfection with little room for execution miss.
- moderateNet margin razor-thinDespite 48.7% gross margin, net margin is only 2.0%, indicating heavy opex burden limiting earnings quality.
- moderateRevenue growth deceleratingQoQ growth only 3.0% vs 20% YoY; sequential deceleration may signal slowing momentum in core business.
Reports in 38 days, last quarter beat by 0.2%.
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Plain-English pros, cons, and what to watch. Pro feature.
Price
+131.8% · 1Y
Valuation
INVESTORFull valuation engine INVESTOR FEATURE
Six independent models converge on one confidence-weighted fair value, with full methodology and editable assumptions.
- +All six models: DCF, P/E and EV/EBITDA comps, Graham, dividend discount, residual income
- +Scenario bands, sensitivity tornado, and the 5-year historical valuation range
- +Editable DCF workbench with saved scenarios
Quality
INVESTORQuality and conviction INVESTOR FEATURE
The full quality picture: conviction breakdown, earnings quality, score history, and backtested returns.
- +Conviction score breakdown and earnings-quality grade
- +Growth / value / quality / momentum component scores
- +90-day score history and score-threshold backtests
Analysts
Wall Street consensus
Bullish65% buy · 31 covering analysts
● Strong buy 11● Buy 9● Hold 9● Sell 2● Strong sell 0
Analyst intelligence INVESTOR FEATURE
The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.
- +Price-target low / average / high vs the current price, with implied upside
- +Forward revenue and EPS consensus by fiscal year
- +ACCE fair-value models lined up against the Street
Smart Money
PROSmart money tracking PRO FEATURE
Follow the institutions: 13F position changes, insider trades, and active 13D activist filings.
- +Quarter-over-quarter institutional position changes
- +Recent open-market insider transactions
- +Active 13D activist filings and top holders
Compare
Where it sits vs peers
This stock Peer Peer median weaker → stronger
P/Ebetter than 33% of peers
low 0.0x33.7xhigh 525.4x
ROEbetter than 67% of peers
low -44%14%high 115%
Div yieldbetter than 83% of peers
low 0.0%0.0%high 1.1%
Algorithmic peers (6)
| Ticker | Company | Mcap | P/E | ROE | D/E | Yield | Quality | |
|---|---|---|---|---|---|---|---|---|
| NTAP | NetApp Inc. Common Stock | $38.8B | 27.9 | 114.8% | 1.87 | 1.1% | - | Compare |
| ZS | Zscaler Inc. Common Stock | $32.2B | - | -2.9% | 0.68 | 0.0% | - | Compare |
| OKTA | Okta Inc. Class A Common Stock | $31.9B | 109.9 | 4.3% | 0.05 | 0.0% | - | Compare |
| ADYEN.AS | Adyen | $31.8B | 24.7 | 21.3% | 0.01 | 0.0% | - | Compare |
| CRWV | CoreWeave Inc. Class A Common Stock | $44.9B | - | -43.6% | 6.41 | 0.0% | - | Compare |
| MDB | MongoDB Inc. Class A Common Stock | $30.9B | 525.4 | 2.0% | 0.00 | 0.0% | - | Compare |
Sector report card
Where TWLO ranks against its sector peers on each metric.
Computing percentiles…
News and Record
Reports in 38 days, last quarter beat by 0.2%.
Press releases mentioning this company
- GlobeNewswire•Aug 19, 2026Alpha Compute Appoints Former Twilio Senior Leader Mike Huskins to Board of Directors
- Business Wire•Jul 23, 2026Twilio Research Finds 88% of Government Organizations Rate Their Citizen Engagement as Good or Excellent, but Only 44% of Citizens Agree
- PR Newswire•May 12, 2026B2B Marketing Summit in Singapore Convenes Industry Leaders to Discuss the AI Era
1 more press releases · full archive on Investor+.INVESTOR
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Recent performance
1 week
+7.3%
1 month
+9.9%
3 months
+31.0%
6 months
+96.5%
YTD
+71.4%
1 year
+125.0%
SEC filings
40 filings
September 2026
Sep 17
Form 4Insider transactionPeriod 2026-09-15
Sep 17
Form 4Insider transactionPeriod 2026-09-15
Sep 17
Form 4Insider transactionPeriod 2026-09-15
37 more filings + AI summaries on Investor+.INVESTOR