TWLO
Neutral signalScored 2026-10-10 Drivers: Congress, trend, fundamentals. Moteurs : Congrès, tendance, fondamentaux.
Research, not advice.
À propos
Twilio Inc.
- Nom
- Twilio Inc.
- Secteur
- Technology
- Industrie
- Software - Infrastructure
- Bourse
- NYSE
- Capitalisation
- $40.2B
- Employés
- 5,587
- PDG
- Khozema Z. Shipchandler
- Site web
- https://www.twilio.com
- Marché
- BANDCXDOFIVNRNG
Twilio Inc. offers a comprehensive cloud-based communications platform, empowering developers to build, scale, and manage customer engagement features directly within their software applications across both U.S. and international markets. Central to its customer engagement solution is a robust suite of application programming interfaces (APIs). These APIs streamline the complex communication logic required for various customer interactions and enable developers to seamlessly integrate voice, messaging, video, and email functionalities into their applications. Established in 2008, Twilio's corporate headquarters are located in San Francisco, California.
Price (1 year)
Live chart from TradingView — independent market data, as price context around the filings, not the Quorum score. EMA 50/200 and Bollinger load by default. When the exchange is known it is sent as EXCHANGE:SYMBOL; otherwise TradingView resolves the ticker best-effort.
VENTE TOTALE: 28 340 titres (~8 189 743,69 $ US)
- Insiders
- Shipchandler Khozema
- Total bought
-
—
Avg buy (VWAP, 90d window) —
- Total sold
-
$1,405,198
Avg sell (VWAP, 90d window) $293.30 vs last close $244.37 (-16.7%)
Total sold sums Form 4 code S in this window. Codes F, M, A and G are left out.
$751,346 of that total is under a Rule 10b5-1 plan. It is shown here and left out of the score.
- Last activity
- 2026-10-05
- Liquidity
- Liquid $1,151,709,041/day · 20d vol
- Last synced
-
2026-10-17 09:40:56
Sign in to request a sync of this company's price history and timing levels.
Insider holdings as a share of total assets aren't available for this company.
Avg buy and avg sell are volume-weighted prices (sum of shares × price, divided by shares) for Form 4 rows in this 90-day window that report both figures. A comparison with last close is market context for that average, not advice.
Recent Form 4
Filings in the 90-day window for this company. Value is shares × price from the filing. Research, not advice.
| Date | Person | Side | Shares | Price | Value | Form 4 |
|---|---|---|---|---|---|---|
| 2026-10-05 | Shipchandler Khozema | Sell · S · 10b5-1 | 2,551 | $294.53 | $751,346 | Form 4 |
| 2026-09-30 | Shipchandler Khozema | Sell · S | 960 | $296.29 | $284,442 | Form 4 |
| 2026-09-30 | Viggiano Aidan | Sell · S | 1,110 | $296.34 | $328,934 | Form 4 |
| 2026-08-17 | Viggiano Aidan | Sell · S | 170 | $238.10 | $40,477 | Form 4 |
Sales marked 10b5-1 are scheduled in advance and don't count toward the Quorum score. Les ventes marquées 10b5-1 sont planifiées à l'avance et ne pèsent pas dans le score Quorum.
Congressional trades
STOCK Act disclosures (90-day window)
Amounts are STOCK Act brackets as disclosed. Quorum does not turn a bracket into an exact price or a midpoint.
No STOCK Act disclosures for this company in this window.
Recent trades
| Date | Representative | Type | Amount |
|---|---|---|---|
| 2026-05-04 | Josh Gottheimer | Purchase | $1,001 - $15,000 |
| 2025-04-17 | Josh Gottheimer | Sale (Full) | $1,001 - $15,000 |
| 2025-03-04 | Robert P. Bresnahan | Purchase | $1,001 - $15,000 |
| 2025-02-25 | Robert P. Bresnahan | Purchase | $1,001 - $15,000 |
| 2025-02-06 | Josh Gottheimer | Purchase | $1,001 - $15,000 |
| 2025-01-31 | Josh Gottheimer | Purchase | $1,001 - $15,000 |
| 2023-08-25 | Morgan McGarvey | Sale (Full) | $1,001 - $15,000 |
| 2022-11-28 | Chuck Fleischmann | Sale (Full) | $1,001 - $15,000 |
| 2022-10-21 | Ro Khanna | Sale | $1,001 - $15,000 |
| 2022-06-27 | Ro Khanna | Sale | $1,001 - $15,000 |
| 2022-06-16 | Ro Khanna | Sale | $1,001 - $15,000 |
| 2022-06-16 | Ro Khanna | Sale | $1,001 - $15,000 |
| 2022-05-23 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2022-05-10 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2022-05-05 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2022-04-21 | Ro Khanna | Sale | $1,001 - $15,000 |
| 2022-04-12 | Ro Khanna | Sale | $1,001 - $15,000 |
| 2022-04-11 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2022-02-17 | Ro Khanna | Sale | $1,001 - $15,000 |
| 2022-01-21 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2022-01-11 | Ro Khanna | Sale | $1,001 - $15,000 |
| 2021-03-16 | Josh Gottheimer | Sale (Full) | $1,001 - $15,000 |
| 2021-02-24 | Josh Gottheimer | Purchase | $1,001 - $15,000 |
| 2019-10-21 | Josh Gottheimer | Sale (Full) | $1,001 - $15,000 |
| 2019-04-30 | Josh Gottheimer | Purchase | $1,001 - $15,000 |
Signal
Neutral signalScored 2026-10-10 Drivers: Congress, trend, fundamentals. Moteurs : Congrès, tendance, fondamentaux.
TWLO presents a compelling event-driven setup with S&P 500 inclusion driving forced institutional buying and a near-term earnings catalyst, supported by a solid balance sheet and a confirmed profitability turnaround.
The first sentence of the analysis written for TWLO on 2026-10-10 - a real excerpt, not a sample. The rest of it, the 0-100 score and the rating it produced are part of Plus. See plans.
Factor checklist — research, not advice
A check leans with a bullish reading. A cross leans against it. A dash is unavailable or mixed.
- Insider Pulls against a bullish reading. Selling cluster — sale value, no purchase value
- Congress Unavailable or mixed. 1 purchase disclosure year to date, a thin reading
- Narrative Supports a bullish reading. Stored narrative reading is in the bullish band
- Timing Supports a bullish reading. Interesting trend — weekly bias up
- Financial indicators Supports a bullish reading. Current ratio 4.03 · operating margin 3.4%
Suggested stop 235.59, nearest stored support minus 0.5 ATR(3.6% under the last close). Reward/risk to the next stored resistance is 1.59. Wait — that reward/risk is under 2. Research, not advice. Not an order.
Market snapshot
Financial ratios
| Metric | Trend | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|---|
| Gross Profit Margin | 48.9% | 51.1% | 49.2% | 47.4% | 48.9% | |
| Ebit Margin | 1.1% | -2.0% | -24.0% | -32.5% | -33.8% | |
| Ebitda Margin | 5.4% | 2.6% | -17.1% | -25.2% | -24.7% | |
| Operating Profit Margin | 3.4% | -0.9% | -9.4% | -26.9% | -32.2% | |
| Pretax Profit Margin | 1.1% | -2.0% | -24.0% | -32.5% | -33.8% | |
| Continuous Operations Profit Margin | 0.7% | -2.5% | -24.4% | -32.8% | -33.4% | |
| Net Profit Margin | 0.7% | -2.5% | -24.4% | -32.8% | -33.4% | |
| Bottom Line Profit Margin | 0.7% | -2.5% | -24.4% | -32.8% | -33.4% | |
| Current Ratio | 4.032 | 4.203 | 6.642 | 6.167 | 8.432 | |
| Quick Ratio | 4.032 | 4.203 | 6.642 | 6.167 | 8.432 | |
| Solvency Ratio | 0.129 | 0.050 | -0.389 | -0.487 | -0.352 | |
| Cash Ratio | 0.769 | 0.514 | 0.888 | 0.806 | 2.103 | |
| Price To Earnings Ratio | 646.545 | -163.758 | -13.695 | -7.137 | -48.319 | |
| Price To Earnings Growth Ratio | -4.849 | 1.859 | 0.712 | -0.276 | -0.771 | |
| Forward Price To Earnings Growth Ratio | -4.849 | 1.859 | 0.712 | -0.276 | -0.771 | |
| Price To Earnings Diluted Ratio | 677.333 | -163.758 | -13.695 | -7.137 | -48.319 | |
| Price To Earnings Diluted Growth Ratio | -5.138 | 1.859 | 0.712 | -0.276 | -0.771 | |
| Price To Book Ratio | 2.782 | 2.255 | 1.429 | 0.849 | 4.158 | |
| Price To Sales Ratio | 4.294 | 4.023 | 3.348 | 2.342 | 16.140 | |
| Price To Free Cash Flow Ratio | 21.066 | 27.277 | 38.263 | -26.780 | -309.478 | |
| Price To Operating Cash Flow Ratio | 20.947 | 25.038 | 33.536 | -35.222 | -788.230 | |
| Debt To Assets Ratio | 0.111 | 0.113 | 0.100 | 0.099 | 0.099 | |
| Debt To Equity Ratio | 0.138 | 0.140 | 0.119 | 0.117 | 0.117 | |
| Debt To Capital Ratio | 0.121 | 0.122 | 0.106 | 0.105 | 0.104 | |
| Long Term Debt To Capital Ratio | 0.113 | 0.111 | 0.092 | 0.086 | 0.082 | |
| Financial Leverage Ratio | 1.249 | 1.240 | 1.193 | 1.190 | 1.178 | |
| Working Capital Turnover Ratio | 1.906 | 1.313 | 0.996 | 0.814 | 0.697 | |
| Operating Cash Flow Ratio | 1.171 | 0.873 | 0.562 | -0.315 | -0.083 | |
| Operating Cash Flow Sales Ratio | 0.205 | 0.161 | 0.100 | -0.066 | -0.020 | |
| Free Cash Flow Operating Cash Flow Ratio | 0.994 | 0.918 | 0.876 | 1.315 | 2.547 | |
| Debt Service Coverage Ratio | 0.000 | 0.000 | 0.000 | 0.000 | 0.000 | |
| Interest Coverage Ratio | 0.000 | 0.000 | 0.000 | 0.000 | 0.000 | |
| Short Term Operating Cash Flow Coverage Ratio | 0.000 | 0.000 | 0.000 | 0.000 | 0.000 | |
| Operating Cash Flow Coverage Ratio | 0.960 | 0.645 | 0.358 | -0.205 | -0.045 | |
| Capital Expenditure Coverage Ratio | 177.640 | 12.184 | 8.095 | -3.172 | -0.646 | |
| Dividend Paid And Capex Coverage Ratio | 177.640 | 12.184 | 8.095 | -3.172 | -0.646 | |
| Dividend Payout Ratio | 0.000 | 0.000 | 0.000 | 0.000 | 0.000 | |
| Enterprise Value Multiple | 81.310 | 158.660 | -20.234 | -9.898 | -65.015 |
Sparkline shows each ratio oldest → newest (left → right).
How the latest year compares
For each ratio: its most recent value, the change versus one year earlier, and versus its 5-year average. ▲ higher ▼ lower
| Metric | Current | vs 1Y ago | vs 5Y avg |
|---|---|---|---|
| Gross Profit Margin | 48.9% | ▼-2.2% | ▼-0.2% |
| Ebit Margin | 1.1% | ▲3.1% | ▲19.3% |
| Ebitda Margin | 5.4% | ▲2.8% | ▲17.2% |
| Operating Profit Margin | 3.5% | ▲4.3% | ▲16.7% |
| Pretax Profit Margin | 1.1% | ▲3.1% | ▲19.3% |
| Continuous Operations Profit Margin | 0.7% | ▲3.1% | ▲19.2% |
| Net Profit Margin | 0.7% | ▲3.1% | ▲19.2% |
| Bottom Line Profit Margin | 0.7% | ▲3.1% | ▲19.2% |
| Current Ratio | 4.032 | ▼-0.171 | ▼-1.863 |
| Quick Ratio | 4.032 | ▼-0.171 | ▼-1.863 |
| Solvency Ratio | 0.129 | ▲0.078 | ▲0.339 |
| Cash Ratio | 0.769 | ▲0.256 | ▼-0.247 |
| Price To Earnings Ratio | 646.545 | ▲810.303 | ▲563.818 |
| Price To Earnings Growth Ratio | -4.849 | ▼-6.708 | ▼-4.184 |
| Forward Price To Earnings Growth Ratio | -4.849 | ▼-6.708 | ▼-4.184 |
| Price To Earnings Diluted Ratio | 677.333 | ▲841.091 | ▲588.448 |
| Price To Earnings Diluted Growth Ratio | -5.138 | ▼-6.997 | ▼-4.415 |
| Price To Book Ratio | 2.782 | ▲0.527 | ▲0.488 |
| Price To Sales Ratio | 4.294 | ▲0.272 | ▼-1.735 |
| Price To Free Cash Flow Ratio | 21.066 | ▼-6.211 | ▲70.997 |
| Price To Operating Cash Flow Ratio | 20.947 | ▼-4.091 | ▲169.733 |
| Debt To Assets Ratio | 0.111 | ▼-0.002 | ▲0.006 |
| Debt To Equity Ratio | 0.138 | ▼-0.001 | ▲0.012 |
| Debt To Capital Ratio | 0.121 | ▼-0.001 | ▲0.009 |
| Long Term Debt To Capital Ratio | 0.113 | ▲0.002 | ▲0.016 |
| Financial Leverage Ratio | 1.249 | ▲0.009 | ▲0.039 |
| Working Capital Turnover Ratio | 1.906 | ▲0.594 | ▲0.761 |
| Operating Cash Flow Ratio | 1.171 | ▲0.298 | ▲0.729 |
| Operating Cash Flow Sales Ratio | 0.205 | ▲0.044 | ▲0.129 |
| Free Cash Flow Operating Cash Flow Ratio | 0.994 | ▲0.076 | ▼-0.336 |
| Debt Service Coverage Ratio | 0.000 | 0.000 | 0.000 |
| Interest Coverage Ratio | 0.000 | 0.000 | 0.000 |
| Short Term Operating Cash Flow Coverage Ratio | 0.000 | 0.000 | 0.000 |
| Operating Cash Flow Coverage Ratio | 0.961 | ▲0.315 | ▲0.618 |
| Capital Expenditure Coverage Ratio | 177.639 | ▲165.456 | ▲138.820 |
| Dividend Paid And Capex Coverage Ratio | 177.639 | ▲165.456 | ▲138.820 |
| Dividend Payout Ratio | 0.000 | 0.000 | 0.000 |
| Enterprise Value Multiple | 81.310 | ▼-77.350 | ▲52.345 |
Key metrics
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Market cap | $21.76B | $17.93B | $13.91B | $8.96B | $45.87B | |
| Enterprise value | $22.16B | $18.62B | $14.41B | $9.55B | $45.68B | |
| EV / Sales | 4.37x | 4.18x | 3.47x | 2.50x | 16.07x | |
| EV / Op. cash flow | 21.33x | 26.00x | 34.75x | -37.53x | -784.92x | |
| EV / Free cash flow | 21.45x | 28.32x | 39.65x | -28.54x | -308.18x | |
| EV / EBITDA | 81.31x | 158.66x | -20.23x | -9.90x | -65.02x | |
| Net debt / EBITDA | 1.47x | 5.87x | -0.71x | -0.61x | 0.27x | |
| Current ratio | 4.03x | 4.20x | 6.64x | 6.17x | 8.43x | |
| Income quality | 30.70x | -6.55x | -0.41x | 0.20x | 0.06x | |
| Graham number | $16 | — | — | — | — | |
| Graham net-net | $7 | $6 | $14 | $14 | $21 | |
| Tax burden | 61.4% | 123.5% | 101.9% | 101.0% | 98.9% | |
| Interest burden | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | |
| Working capital | $2.69B | $2.63B | $4.17B | $4.18B | $5.23B | |
| Invested capital | $8.34B | $8.35B | $10.04B | $10.70B | $12.03B | |
| Return on assets | 0.3% | -1.1% | -8.7% | -10.0% | -7.3% | |
| Operating ROA | 1.8% | -0.4% | -3.2% | -8.1% | -8.1% | |
| Return on tangible assets | 0.8% | -2.5% | -16.9% | -19.5% | -14.2% | |
| Return on equity | 0.4% | -1.4% | -10.4% | -11.9% | -8.6% | |
| Return on invested capital | 1.2% | -0.4% | -3.6% | -8.7% | -7.3% | |
| Return on capital employed | 2.0% | -0.4% | -3.6% | -8.8% | -7.4% | |
| Earnings yield | 0.2% | -0.6% | -7.3% | -14.0% | -2.1% | |
| Free cash flow yield | 4.7% | 3.7% | 2.6% | -3.7% | -0.3% | |
| Capex / Op. cash flow | 0.6% | 8.2% | 12.4% | -31.5% | -154.7% | |
| Capex / Depreciation | 2.7% | 28.5% | 18.0% | 28.7% | 34.8% | |
| Capex / Sales | 0.1% | 1.3% | 1.2% | 2.1% | 3.2% | |
| SG&A / Sales | 24.4% | 28.3% | 34.0% | 44.0% | 53.4% | |
| R&D / Sales | 20.1% | 22.6% | 22.7% | 28.2% | 27.8% | |
| Stock comp / Sales | 11.8% | 13.8% | 16.3% | 20.9% | 22.2% | |
| Intangibles / Total assets | 55.6% | 55.6% | 48.2% | 48.8% | 48.6% | |
| Days sales outstanding | 46d | 48d | 49d | 52d | 50d | |
| Days payables outstanding | 12d | 17d | 21d | 23d | 23d | |
| Operating cycle | 46d | 48d | 49d | 52d | 50d | |
| Cash conversion cycle | 34d | 31d | 29d | 30d | 26d |
Change by theme
Grouped by what each metric measures. Each figure is the change over the period shown — ▲ up ▼ down versus then.
Change over 1 year
Change over 5 years
Employee count
Peer market caps
Recent news
- 2026-10-08 Twilio to Announce Third Quarter 2026 Results on October 29, 2026 SAN FRANCISCO--(BUSINESS WIRE)--Twilio Inc. (NYSE: TWLO), the infrastructure for customer engagement in the AI era, today announced that its third quarter 2026 results will be released on Thursday, October 29, 2026, after market close. Twilio will host a conference call at 2:00 p.m. (PT) / 5:00 p.m. (ET) on Thursday, October 29, 2026 to discuss its results with the investment community. Investors and analysts can register for the webcast at https://edge.media-server.com/mmc/p/322yprpw, and the.
- 2026-10-07 Twilio shares up 97% this year as investors focus on third-quarter gross profit growth, Jefferies says Twilio Inc (NYSE:TWLO), the cloud communications company, has seen its shares rise 97% this year to new highs, leaving investors increasingly nervous ahead of third-quarter earnings, for which no date has been set. Jefferies says investors are focused on three questions: whether gross profit dollar growth can accelerate further, how personal artificial intelligence (AI) assistants affect voice AI, and whether hyperscalers, the largest cloud providers, could compete with Twilio.
- 2026-10-06 What''s Going On With Twilio Stock Tuesday? Twilio Inc. (NYSE:TWLO) stock is trading lower by almost 6% on Tuesday as traders fade a sharp run-up near fresh highs, even while risk appetite stays constructive across equities.
- 2026-10-06 Financial Review: Twilio (NYSE:TWLO) versus Indra Sistemas (OTCMKTS:ISMAY) Twilio (NYSE: TWLO - Get Free Report) and Indra Sistemas (OTCMKTS:ISMAY - Get Free Report) are both large-cap technology companies, but which is the superior business? We will compare the two businesses based on the strength of their dividends, earnings, institutional ownership, risk, valuation, profitability and analyst recommendations. Insider and Institutional Ownership 84.3% of Twilio shares
- 2026-10-05 Twilio (TWLO) Outperforms Broader Market: What You Need to Know Twilio (TWLO) concluded the recent trading session at $300.91, signifying a +2.15% move from its prior day''s close.
- 2026-10-04 Twilio (NYSE: TWLO) CFO sells 9,084 shares in vesting-related trade What happened Twilio Inc. (NYSE: TWLO) Chief Financial Officer Aidan Viggiano sold 9,084 Class A common shares on 2026-09-30, the Form 4 shows. The shares sold at prices from $289.68 to $296.34 per share, for about $2.68 million in total. After the sale, Viggiano held 99,246 shares. The filing says the shares were sold to
- 2026-10-01 Twilio To Join S&P 500 Index Twilio stock will join the benchmark S&P 500 index before the open on Oct. 6, replacing Warner Bros. Discovery.
- 2026-10-01 Vylor Added to the S&P 500; Twilio Set to Join S&P 500; Others to Join S&P MidCap 400 and S&P SmallCap 600 /PRNewswire/ -- S&P Dow Jones Indices will make the following changes to the S&P 500, S&P MidCap 400, S&P SmallCap 600: Vylor Inc. (NYSE: VYLR) was added to
- 2026-09-30 Wall Street Analysts Think Twilio (TWLO) Is a Good Investment: Is It? The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock''s price.
- 2026-09-29 Twilio (TWLO) Advances While Market Declines: Some Information for Investors In the most recent trading session, Twilio (TWLO) closed at $290.78, indicating a +1.32% shift from the previous trading day.