Market Cap
$44.9B
TWLO
TWILIO INC
$293.08 ▼ -2.72%
Prev close $301.27Market cap$44.9B
ConsensusStrong Buy
12-mo target$263.04 (-10.3%)
▲ Bullish
Analyst conviction 8/10
Insider Selling Cluster (2 insiders)35 New Institutional Positions15 Institutional Exits Software & IT
Snapshot
The big-picture read on TWLO right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Strong Buy (84%)
Inst. Holders
50 funds
Inst. Value
$22.5B
Inst. Activity
35 buys / 15 sells
Insider Activity
$0.00 buy / $134.2M sell
Insider Net $
-$134.2M
Social Sentiment
56° Neutral
SEC Reports
14
Congressional
1 trades
Price chart 30d +29.2%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 short_volume
Short Volume: TWLO — 59.1% short (0.8M / 1.4M)
Short: 811,962 | Exempt: 328 | TRF Vol: 1,373,859 | Short Ratio: 59.1% | Off-exchange volume (dark p
Sep 15, 2026 Insider
Dubinsky Donna was granted 337 shares
Director
Sep 15, 2026 Insider
Dubinsky Donna gifted 337 shares
Director
Sep 15, 2026 Insider
Aug 20, 2026 SEC Stafman Andrew was granted 345 shares
Director
Twilio insiders sold $123.66M in shares over a 7-day window, overwhelmingly driven by a single director's $123.54M sale.
CLUSTER — Impact 4/10
Director Erika Rottenberg filed a Form 144 notice of intent to sell 3,500 shares of Twilio common stock, with an estimat
144 — Impact 2/10
CEO Khozema Shipchandler and CFO Aidan Viggiano sold a combined $2.33M in TWLO stock over a 7-day window. However, this
CLUSTER — Impact 2/10
Jun 30, 2026 Inst.
JPMORGAN CHASE & CO — ADD
12,224,027 shares ($2.4B)
Analyst ratings buy % +10.5%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
84% rate it Buy or better · 38 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 25, 2026 | HSBC | DOWNGRADE | Reduce | 55% |
| Sep 22, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Sep 22, 2026 | Rosenblatt | MAINTAIN | Buy | 54% |
| Sep 11, 2026 | BTIG | REITERATE | Buy | 53% |
| Aug 27, 2026 | Citizens | REITERATE | Market Outperform | 38% |
| Aug 8, 2026 | UBS | MAINTAIN | Buy | 55% |
| Aug 7, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Aug 7, 2026 | Piper Sandler | MAINTAIN | Neutral | 54% |
| Aug 7, 2026 | Oppenheimer | MAINTAIN | Outperform | 52% |
| Aug 7, 2026 | Citizens | MAINTAIN | Market Outperform | 38% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 13 | 19 | 5 | 1 | 0 | 84% | |
| Aug 1, 2026 | 13 | 19 | 5 | 1 | 0 | 84% | |
| Jul 1, 2026 | 11 | 18 | 6 | 1 | 0 | 81% | |
| Jun 1, 2026 | 11 | 18 | 6 | 1 | 0 | 81% | |
| May 1, 2026 | 11 | 18 | 6 | 1 | 0 | 81% | |
| Apr 1, 2026 | 9 | 18 | 7 | 2 | 0 | 75% | |
| Mar 1, 2026 | 9 | 16 | 9 | 2 | 0 | 69% | |
| Feb 1, 2026 | 9 | 16 | 9 | 2 | 0 | 69% |
Price targets
Where 28 covering analysts think TWLO trades over the next 12 months.
$263.04 -10.3% upside Sell
Current$293.34 Low$165.00 Median$270.00 High$330.00 28 analysts
$165.00$330.00
Analyst rating Buy· 1.6/5 as of Oct 2, 2026
Social media sentiment mood +7.1%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
56°
Neutral
BearishNeutralBullish
Recent posts
Twilio $TWLO is set to join the S&P 500 on October 6. What an incredible journey for this company
▲ 1 · 💬 3· ⚡ 0.5
Twilio $TWLO set to join the S&P 500. Not too late to ride the train
▲ 1 · 💬 1· ⚡ 0.5
Wall Street mispriced Twilio as legacy SaaS. Here’s why this week’s earnings beat is only the beginning
▲ 1 · 💬 7· ⚡ 0.5
Twilio crushes earnings and soars by 30%
▲ 1 · 💬 1· ⚡ 0.5
Major SaaS Earnings Calendar
▲ 1 · 💬 0· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
14 SEC filing reports analyzed · 0 bullish, 3 bearish, 0 mixed, 11 neutral · avg impact 3.0/10.
NEUTRALCLUSTER4/10
Twilio insiders sold $123.66M in shares over a 7-day window, overwhelmingly driven by a single direc
Aug 20, 2026
NEUTRAL1442/10
Director Erika Rottenberg filed a Form 144 notice of intent to sell 3,500 shares of Twilio common st
Aug 11, 2026
NEUTRALCLUSTER2/10
CEO Khozema Shipchandler and CFO Aidan Viggiano sold a combined $2.33M in TWLO stock over a 7-day wi
Jul 9, 2026
NEUTRALCLUSTER2/10
Twilio's CEO and CFO collectively sold $2.14 million in open-market shares over a one-week window, r
Jul 8, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: TWLO — 59.1% short (0.8M / 1.4M)
Short: 811,962 | Exempt: 328 | TRF Vol: 1,373,859 | Short Ratio: 59.1% | Off-exchange volume (dark pool + OTC)
Sep 30, 2026
short_volume
Short Volume: TWLO — 59.2% short (0.8M / 1.4M)
Short: 840,652 | Exempt: 1,274 | TRF Vol: 1,419,790 | Short Ratio: 59.2% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
short_volume
Short Volume: TWLO — 66.4% short (0.8M / 1.3M)
Short: 847,028 | Exempt: 4,487 | TRF Vol: 1,274,892 | Short Ratio: 66.4% | Off-exchange volume (dark pool + OTC)
Sep 28, 2026
short_volume
Short Volume: TWLO — 62.1% short (0.8M / 1.3M)
Short: 776,642 | Exempt: 1,289 | TRF Vol: 1,251,597 | Short Ratio: 62.1% | Off-exchange volume (dark pool + OTC)
Sep 25, 2026
short_volume
Short Volume: TWLO — 66.9% short (1.3M / 2.0M)
Short: 1,318,105 | Exempt: 24,354 | TRF Vol: 1,971,699 | Short Ratio: 66.9% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.47 | $1.41–$1.55 | 17.4% | -0.1% | 19↑ 2↓ | $1.5B | 26 |
| Next Q | $1.48 | $1.37–$1.56 | 11.5% | -0.0% | 9↑ 11↓ | $1.6B | 25 |
| Current FY | $5.93 | $5.81–$6.10 | 21.3% | +0.3% | 26↑ 1↓ | $6.0B | 28 |
| Next FY | $6.79 | $6.22–$7.49 | 14.5% | +0.2% | 25↑ 3↓ | $6.7B | 30 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.467 | — |
| 7d ago | $1.467 | — |
| 30d ago | $1.469 | -0.002 |
| 60d ago | $1.400 | +0.068 |
| 90d ago | $1.399 | +0.069 |
Institutional ownership
Which big funds own TWLO (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $22.5B total value (109,319,470 shares) as of 2026-Q2. Top holders: Erste, BlackRock,, JPMORGAN. Net buying activity: 35 institutions added/increased vs 15 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| BlackRock, Inc. | 16,630,023 | $3.4B | 15.3% | — |
| JPMORGAN CHASE & CO | 12,224,027 | $2.4B | 10.8% | ADD +30.4% |
| FMR LLC | 11,273,330 | $2.3B | 10.4% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 7,643,548 | $1.6B | 7.0% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 6,849,553 | $1.4B | 6.3% | — |
| STATE STREET CORP | 5,998,587 | $1.2B | 5.5% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 2,875,569 | $591.7M | 2.6% | — |
| ALKEON CAPITAL MANAGEMENT LLC | 2,335,700 | $481.9M | 2.1% | ADD +26.9% |
| ROYAL BANK OF CANADA | 2,250,229 | $464.3M | 2.1% | TRIM -31.0% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | ADD | 9,373,200 | 12,224,027 | +30.4% | $2.4B |
| ALKEON CAPITAL MANAGEMENT LLC | ADD | 1,840,000 | 2,335,700 | +26.9% | $481.9M |
| ROYAL BANK OF CANADA | TRIM | 3,261,235 | 2,250,229 | -31.0% | $464.3M |
| Jericho Capital Asset Management L.P. | DOUBLED | 697,511 | 2,192,455 | +214.3% | $452.4M |
| NORGES BANK | NEW | — | 1,935,539 | — | $399.4M |
| Capital World Investors | NEW | — | 1,786,989 | — | $368.7M |
| Polar Capital Holdings Plc | DOUBLED | 185,233 | 1,204,982 | +550.5% | $248.6M |
| GOLDMAN SACHS GROUP INC | ADD | 889,582 | 1,160,241 | +30.4% | $239.4M |
| Amundi | ADD | 891,037 | 1,150,794 | +29.2% | $237.4M |
| SRS Investment Management, LLC | TRIM | 2,064,408 | 1,075,683 | -47.9% | $221.9M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
11 insiders, 50 transactions. Net -$134.2M — $0.00 bought, $134.2M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 15, 2026 | Dubinsky Donna | Director | AWARD | 337 | — | — |
| Sep 15, 2026 | Dubinsky Donna | Director | GIFT | 337 | — | — |
| Sep 15, 2026 | Stafman Andrew | Director | AWARD | 345 | — | — |
| Sep 15, 2026 | PATRICK DEVAL L | Director | AWARD | 337 | — | — |
| Sep 15, 2026 | IMMELT JEFFREY R | Director | AWARD | 352 | — | — |
| Sep 15, 2026 | Epstein Jeff | Director | AWARD | 465 | — | — |
| Sep 15, 2026 | ROTTENBERG ERIKA | Director | AWARD | 344 | — | — |
| Sep 15, 2026 | ROTTENBERG ERIKA | Director | GIFT | 344 | — | — |
| Sep 15, 2026 | Suzuki Miyuki | Director | AWARD | 341 | — | — |
| Sep 15, 2026 | Robinson Douglas A. | Director | AWARD | 341 | — | — |
Congressional trades
TWLO trades disclosed by members of Congress, with disclosure delay.
1 members · 1 buys / 0 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| May 4, 2026 | Josh Gottheimer | D | HOUSE | BUY | $1,001 - $15,000 | Twilio Inc | Jun 4, 2026(32d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for TWLO.
Shares short
5,406,382
Settlement Sep 15, 2026
Change vs prior
+20.4%
Semi-monthly cycle
Days to cover
3.5
At avg daily volume
Of shares outstanding
≈3.5%
Estimate — not % of float
All TWLO filing & press-release reports (14)
- CLUSTER reportAug 20, 2026
- 144 reportAug 11, 2026
- CLUSTER reportJul 9, 2026
- CLUSTER reportJul 8, 2026
- CLUSTER reportJul 3, 2026
- 8-K reportJun 17, 2026
- INST-CLUSTER reportJun 11, 2026
- 144 reportJun 5, 2026
- CLUSTER reportJun 3, 2026
- CLUSTER reportMay 21, 2026
- CLUSTER reportMay 19, 2026
- 144 reportMay 4, 2026
- DEFA14A reportApr 28, 2026
- CLUSTER reportApr 8, 2026