Analyst Consensus ?
ConsensusBuy50 ratings
Bullish3978.0%
Neutral918.0%
Bearish24.0%
1 unmapped firm rating excluded from the percentages.
Twilio Inc. · TWLO · FY2026 Q1 · Calendar Q2 2026
Twilio raises 2026 outlook as AI and messaging growth accelerate
The current analysis supports a constructive operating thesis for Twilio: AI-enabled voice and messaging, software add-ons, and multiproduct adoption are strengthening growth, while raised 2026 guidance adds support. The thesis remains dependent on durable messaging demand, broader enterprise Voice AI adoption, and control of carrier-fee and operating-expense pressure.
Reported After market closeNYSETechnology
$31.49B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$1.50
Consensus $1.27
EPS surprise
+18.1%
Reported versus consensus
Reported revenue
$1.41B
Consensus $1.34B
Revenue surprise
+4.7%
Reported versus consensus
Market reaction
event-close to next-session close
Stock move
+23.8%
Event window
SPY move
+0.3%
Same window
Abnormal move
+23.6%
Stock minus SPY
Volume
2.9×
Versus trailing sessions
Subsequent drift
+24.1%
Up to 20 sessions
TWLOSPY benchmark
Ask FN2 about TWLO FY2026 Q1
Transcript, numbers and history already loaded
Why did TWLO rise 23.8% after beating EPS estimates in FY2026 Q1?What changed in TWLO's guidance and outlook in FY2026 Q1?Give me the bull and bear case for TWLO after FY2026 Q1 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Relative to the prior analysis, management reported continued acceleration in voice, stronger messaging momentum including WhatsApp and RCS, and broader AI and software-add-on adoption. The company also raised full-year 2026 revenue, organic-growth, and profit guidance, while adding new product, partnership, and platform initiatives.
Guidance delta
Management raised full-year 2026 revenue, organic-growth, and profit guidance; the supplied analysis does not provide the revised figures.
Key takeaways
- Management described record revenue and non-GAAP operating income, with strong free-cash-flow generation.
- AI-enabled voice and messaging use cases, software add-ons, and multiproduct adoption were the main growth drivers.
- Self-serve and ISV channels grew more than 25%, while voice growth reached 20% year over year.
- Management highlighted Twilio's multichannel platform, carrier connections, and data assets as competitive advantages.
- The main watchpoints are messaging durability, enterprise Voice AI adoption, carrier fees, and operating-expense discipline.
Management priorities
- Expand AI-driven voice, messaging, and software-add-on services
- Launch context-rich, persistent-memory conversation capabilities at SIGNAL
- Improve self-serve onboarding and upgrades through a reimagined Twilio Console
- Expand partnerships and multichannel orchestration with AI and CRM platforms
- Continue rolling out Verify, Branded Calling, and Conversational Intelligence
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Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$205.03Current
$50Low
$218.38Average
$450High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Nov 1, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| Wells Fargo | Overweight | Overweight | Maintain | Oct 30, 2026 |
| UBS | Buy | Buy | Maintain | Oct 30, 2026 |
| Needham | Buy | Buy | Maintain | Oct 30, 2026 |
| JP Morgan | Overweight | Overweight | Maintain | Oct 30, 2026 |
| Oppenheimer | Outperform | Outperform | Maintain | Oct 21, 2026 |
| BTIG | Buy | Buy | Maintain | Oct 16, 2026 |
| B of A Securities | Buy | Buy | Maintain | Oct 14, 2026 |
| HSBC | Reduce | Hold | Downgrade | Sep 25, 2026 |
| TD Cowen | Buy | Buy | Maintain | Sep 22, 2026 |
| Rosenblatt | Buy | Buy | Maintain | Sep 22, 2026 |
| Citizens | Market Outperform | Market Outperform | Maintain | Aug 27, 2026 |
| Piper Sandler | Neutral | Neutral | Maintain | Aug 7, 2026 |
| Keybanc | Overweight | Overweight | Maintain | Aug 7, 2026 |
| Mizuho | Outperform | Outperform | Maintain | Jul 17, 2026 |
| Stifel | Buy | Hold | Upgrade | Jul 10, 2026 |
| Tigress Financial | Buy | Buy | Maintain | Jun 11, 2026 |
| Jefferies | Buy | Hold | Upgrade | Apr 6, 2026 |
| Morgan Stanley | Overweight | Overweight | Maintain | Jan 15, 2026 |
| RBC Capital | Underperform | Underperform | Maintain | Jan 5, 2026 |
| Scotiabank | Sector Outperform | Sector Outperform | Maintain | May 2, 2025 |
| JMP Securities | Market Outperform | Market Outperform | Maintain | May 2, 2025 |
| Goldman Sachs | Buy | Buy | Maintain | May 2, 2025 |
| Baird | Outperform | Outperform | Maintain | Apr 30, 2025 |
| Barclays | Equal Weight | Equal Weight | Maintain | Feb 14, 2025 |
| Monness, Crespi, Hardt | Buy | Neutral | Upgrade | Nov 15, 2024 |
| Northland Capital Markets | Market Perform | Market Perform | Maintain | Oct 31, 2024 |
| Bernstein | Market Perform | Market Perform | Maintain | Aug 28, 2024 |
| Macquarie | Neutral | Neutral | Maintain | May 8, 2024 |
| Canaccord Genuity | Buy | Buy | Maintain | May 8, 2024 |
| Argus Research | Buy | Hold | Upgrade | Aug 11, 2023 |
| Cowen & Co. | Market Perform | Market Perform | Maintain | Feb 16, 2023 |
| Credit Suisse | Neutral | Neutral | Maintain | Sep 23, 2022 |
| Atlantic Equities | Neutral | Overweight | Downgrade | Aug 5, 2022 |
| Wolfe Research | Outperform | Outperform | Maintain | Jul 12, 2021 |
| Daiwa Capital | Buy | Buy | Maintain | Jul 1, 2021 |
| DA Davidson | Buy | Buy | Maintain | Feb 6, 2020 |
| Deutsche Bank | Buy | Buy | Maintain | May 1, 2019 |
| Bank of America | Buy | Buy | Maintain | May 1, 2019 |
| FBN Securities | Outperform | Outperform | Maintain | Apr 9, 2019 |
| Guggenheim | Buy | Buy | Maintain | Mar 12, 2019 |
| Stephens & Co. | Equal Weight | Equal Weight | Maintain | Jan 4, 2019 |
| Argus | Buy | Buy | Maintain | Nov 8, 2018 |
| PiperJaffray | Overweight | Overweight | Maintain | Jun 25, 2018 |
| Monness Crespi Hardt | Buy | Buy | Maintain | Apr 11, 2018 |
| Dougherty | Outperform | Outperform | Maintain | Apr 10, 2018 |
| Mitsubishi UFJ | Overweight | Neutral | Upgrade | Aug 8, 2017 |
| Pacific Crest | Overweight | Downgrade | May 3, 2017 | |
| Northland Securities | Outperform | Market Perform | Upgrade | Mar 6, 2017 |
| Summit Redstone Partners | Buy | Buy | Maintain | Jan 12, 2017 |
| Drexel Hamilton | Buy | Buy | Maintain | Dec 19, 2016 |
| William Blair | Outperform | Outperform | Maintain | Jul 18, 2016 |
Named analyst price targets
Upside is calculated against the persisted current price $205.03. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Needham | Joshua Reilly | $240 | $241.9 | +17.1% | Oct 30, 2026 |
| UBS | Taylor McGinnis | $255 | $241.9 | +24.4% | Oct 30, 2026 |
| Oppenheimer | Analyst unavailable | $325 | $258.69 | +58.5% | Oct 21, 2026 |
| BTIG | Nick Altmann | $315 | $273.4 | +53.6% | Oct 16, 2026 |
| Stifel Nicolaus | Parker Lane | $325 | $281.59 | +58.5% | Oct 14, 2026 |
| HSBC | Analyst unavailable | $211 | $299.66 | +2.9% | Sep 24, 2026 |
| Mizuho Securities | Siti Panigrahi | $270 | $255.95 | +31.7% | Aug 12, 2026 |
| Morgan Stanley | Analyst unavailable | $261 | $251.82 | +27.3% | Aug 7, 2026 |
| Goldman Sachs | Callie Valenti | $330 | $247.94 | +61.0% | Aug 7, 2026 |
| UBS | Analyst unavailable | $285 | $251.47 | +39.0% | Aug 7, 2026 |
| Rosenblatt Securities | Catherine Trebnick | $275 | $241.38 | +34.1% | Aug 7, 2026 |
| Needham | Joshua Reilly | $280 | $193.2 | +36.6% | Aug 7, 2026 |
| Wells Fargo | Ryan MacWilliams | $275 | $193.2 | +34.1% | Aug 7, 2026 |
| Jefferies | Analyst unavailable | $240 | $193.2 | +17.1% | Aug 7, 2026 |
| KeyBanc | Analyst unavailable | $250 | $193.2 | +21.9% | Aug 7, 2026 |
| Stifel Nicolaus | Parker Lane | $275 | $193.2 | +34.1% | Aug 7, 2026 |
| BTIG | Nick Altmann | $245 | $194.47 | +19.5% | Jul 28, 2026 |
| Mizuho Securities | Analyst unavailable | $240 | $206.7 | +17.1% | Jul 17, 2026 |
| Stifel Nicolaus | Analyst unavailable | $260 | $218.6 | +26.8% | Jul 9, 2026 |
| KGI Securities | Analyst unavailable | $250 | $210.64 | +21.9% | Jul 2, 2026 |
| Tigress Financial | Ivan Feinseth | $255 | $203.28 | +24.4% | Jun 11, 2026 |
| Oppenheimer | Ittai Kidron | $235 | $198.29 | +14.6% | May 18, 2026 |
| Needham | Analyst unavailable | $250 | $201.7 | +21.9% | May 11, 2026 |
| Morgan Stanley | Analyst unavailable | $200 | $174.34 | -2.5% | May 1, 2026 |
| Robert W. Baird | Analyst unavailable | $200 | $175.92 | -2.5% | May 1, 2026 |
| Oppenheimer | Ittai Kidron | $200 | $148.06 | -2.5% | May 1, 2026 |
| KeyBanc | Analyst unavailable | $200 | $148.06 | -2.5% | May 1, 2026 |
| BTIG | Analyst unavailable | $215 | $148.06 | +4.9% | May 1, 2026 |
| Needham | Joshua Reilly | $200 | $148.06 | -2.5% | May 1, 2026 |
| Stifel Nicolaus | Parker Lane | $175 | $148.06 | -14.6% | May 1, 2026 |
| Piper Sandler | Analyst unavailable | $192 | $148.06 | -6.4% | May 1, 2026 |
| Jefferies | Analyst unavailable | $195 | $148.06 | -4.9% | May 1, 2026 |
| BTIG | Analyst unavailable | $175 | $142.59 | -14.6% | Apr 28, 2026 |
| UBS | Analyst unavailable | $180 | $143.39 | -12.2% | Apr 24, 2026 |
| Mizuho Securities | Analyst unavailable | $165 | $148.68 | -19.5% | Apr 21, 2026 |
| BTIG | Analyst unavailable | $155 | $113 | -24.4% | Feb 16, 2026 |
| Morgan Stanley | Analyst unavailable | $153 | $114.96 | -25.4% | Feb 13, 2026 |
| Piper Sandler | James Fish | $130 | $110.41 | -36.6% | Feb 13, 2026 |
| Jefferies | Samad Samana | $125 | $110.41 | -39.0% | Feb 13, 2026 |
| Morgan Stanley | Analyst unavailable | $169 | $123.03 | -17.6% | Jan 15, 2026 |
| Oppenheimer | Analyst unavailable | $170 | $137.24 | -17.1% | Jan 5, 2026 |
| RBC Capital | Analyst unavailable | $100 | $138.36 | -51.2% | Jan 5, 2026 |
| Piper Sandler | James Fish | $148 | $138.36 | -27.8% | Jan 5, 2026 |
| BTIG | Nick Altmann | $165 | $137.5 | -19.5% | Dec 16, 2025 |
| Mizuho Securities | Siti Panigrahi | $150 | $134.51 | -26.8% | Dec 15, 2025 |
| KeyBanc | Analyst unavailable | $156 | $131.1 | -23.9% | Oct 31, 2025 |
| Stifel Nicolaus | Parker Lane | $120 | $132.34 | -41.5% | Oct 31, 2025 |
| Oppenheimer | Ittai Kidron | $145 | $131.92 | -29.3% | Oct 31, 2025 |
| Wells Fargo | Analyst unavailable | $147 | $112.86 | -28.3% | Oct 31, 2025 |
| Morgan Stanley | Elizabeth Porter | $154 | $112.86 | -24.9% | Oct 31, 2025 |
| Needham | Joshua Reilly | $145 | $112.86 | -29.3% | Oct 31, 2025 |
| Goldman Sachs | Kash Rangan | $150 | $112.86 | -26.8% | Oct 31, 2025 |
| Morgan Stanley | Elizabeth Porter | $152 | $109.02 | -25.9% | Oct 21, 2025 |
| Wells Fargo | Analyst unavailable | $130 | $100.09 | -36.6% | Sep 30, 2025 |
| Piper Sandler | James Fish | $140 | $118.48 | -31.7% | Jul 14, 2025 |
| Jefferies | Samad Samana | $132 | $113.39 | -35.6% | Jun 15, 2025 |
| Jefferies | Analyst unavailable | $108 | $95.07 | -47.3% | Apr 28, 2025 |
| Morgan Stanley | Meta Marshall | $111 | $85.77 | -45.9% | Apr 16, 2025 |
| Mizuho Securities | Siti Panigrahi | $125 | $86.86 | -39.0% | Apr 15, 2025 |
| UBS | Taylor McGinnis | $145 | $113.4 | -29.3% | Jan 24, 2025 |
| Robert W. Baird | William Power | $160 | $113.4 | -22.0% | Jan 24, 2025 |
| Tigress Financial | Ivan Feinseth | $135 | $102.97 | -34.2% | Nov 27, 2024 |
| Monness | Brian White | $135 | $96.72 | -34.2% | Nov 15, 2024 |
| Wells Fargo | Michael Turrin | $120 | $88.85 | -41.5% | Nov 12, 2024 |
| Mizuho Securities | Siti Panigrahi | $70 | $82.7 | -65.9% | Oct 31, 2024 |
| Oppenheimer | Ittai Kidron | $90 | $70.57 | -56.1% | Oct 31, 2024 |
| Piper Sandler | James Fish | $94 | $70.57 | -54.2% | Oct 31, 2024 |
| Bernstein | Peter Weed | $70 | $61.85 | -65.9% | Aug 27, 2024 |
| Tigress Financial | Ivan Feinseth | $85 | $60.67 | -58.5% | Aug 23, 2024 |
| Barclays | Ryan MacWilliams | $65 | $62.86 | -68.3% | Aug 5, 2024 |
| Tigress Financial | Ivan Feinseth | $75 | $56.81 | -63.4% | Jun 28, 2024 |
| Morgan Stanley | Meta Marshall | $60 | $55.69 | -70.7% | Jun 14, 2024 |
| Piper Sandler | James Fish | $79 | $61.14 | -61.5% | May 22, 2024 |
| Piper Sandler | James Fish | $78 | $61.27 | -62.0% | Apr 9, 2024 |
| Piper Sandler | James Fish | $82 | $73.21 | -60.0% | Jan 12, 2024 |
| Stifel Nicolaus | Parker Lane | $60 | $56 | -70.7% | Nov 9, 2023 |
| RBC Capital | Rishi Jaluria | $50 | $59.82 | -75.6% | Aug 9, 2023 |
| Piper Sandler | James Fish | $71 | $65.96 | -65.4% | Jul 17, 2023 |
| Robert W. Baird | Baird Ratings | $135 | $45.83 | -34.2% | May 15, 2023 |
| Piper Sandler | James Fish | $58 | $48.93 | -71.7% | May 10, 2023 |
| Needham | Ryan Koontz | $65 | $48.1 | -68.3% | May 10, 2023 |
| Mizuho Securities | Siti Panigrahi | $69.43 | $70.67 | -66.1% | Feb 21, 2023 |
| Loop Capital Markets | Thomas Blakey | $89 | $75.45 | -56.6% | Feb 16, 2023 |
| Morgan Stanley | Analyst unavailable | $64 | $50.69 | -68.8% | Dec 14, 2022 |
| Jefferies | Samad Samana | $50 | $48.56 | -75.6% | Nov 27, 2022 |
| Needham | Ryan Koontz | $60 | $41.74 | -70.7% | Nov 4, 2022 |
| Wells Fargo | Michael Turrin | $60 | $65.36 | -70.7% | Nov 4, 2022 |
| Wells Fargo | Michael Turrin | $60 | $42.74 | -70.7% | Nov 4, 2022 |
| Mizuho Securities | Siti Panigrahi | $75 | $42.74 | -63.4% | Nov 4, 2022 |
| BTIG | Matthew VanVliet | $105 | $42.74 | -48.8% | Nov 4, 2022 |
| Stifel Nicolaus | J. Parker Lane | $50 | $42.74 | -75.6% | Nov 4, 2022 |
| JMP Securities | Patrick Walravens | $110 | $42.74 | -46.3% | Nov 4, 2022 |
| Stifel Nicolaus | Parker Lane | $90 | $76.04 | -56.1% | Aug 22, 2022 |
| Oppenheimer | Ittai Kidron | $84.92 | $84.92 | -58.6% | Aug 7, 2022 |
| Jefferies | Samad Samana | $110 | $84.8 | -46.3% | Jul 30, 2022 |
| Scotiabank | Nick Altmann | $215 | $83.42 | +4.9% | Jun 14, 2022 |
| Robert W. Baird | William Power | $120 | $110.79 | -41.5% | May 16, 2022 |
| Mizuho Securities | Siti Panigrahi | $200 | $100.75 | -2.5% | May 10, 2022 |
| JMP Securities | Patrick Walravens | $250 | $118.48 | +21.9% | May 5, 2022 |
| Wells Fargo | Analyst unavailable | $225 | $117.8 | +9.7% | May 3, 2022 |
| RBC Capital | Analyst unavailable | $200 | $119.86 | -2.5% | May 3, 2022 |
| Piper Sandler | Brad Milsaps | $117 | $118.03 | -42.9% | May 3, 2022 |
| Jefferies | Samad Samana | $360 | $169.5 | +75.6% | Apr 3, 2022 |
| Stifel Nicolaus | Parker Lane | $300 | $160.74 | +46.3% | Mar 28, 2022 |
| Daiwa | Stephen Bersey | $264 | $158.33 | +28.8% | Feb 21, 2022 |
| Needham | Ryan Koontz | $350 | $190.88 | +70.7% | Feb 11, 2022 |
| J.P. Morgan | Mark Murphy | $290 | $205.91 | +41.4% | Feb 10, 2022 |
| FBN Securities | Shebly Seyrafi | $275 | $205.91 | +34.1% | Feb 10, 2022 |
| Colliers Securities | Catharine Trebnick | $325 | $205.91 | +58.5% | Feb 10, 2022 |
| Bank of America Securities | Michael Funk | $290 | $205.91 | +41.4% | Feb 10, 2022 |
| KeyBanc | Steve Enders | $320 | $205.91 | +56.1% | Feb 10, 2022 |
| BTIG | Matthew VanVliet | $270 | $205.91 | +31.7% | Feb 10, 2022 |
| JMP Securities | Patrick Walravens | $510 | $205.91 | +148.7% | Feb 10, 2022 |
| Goldman Sachs | Kash Rangan | $300 | $205.91 | +46.3% | Feb 10, 2022 |
| Mizuho Securities | Siti Panigrahi | $300 | $202.01 | +46.3% | Feb 9, 2022 |
| RBC Capital | Rishi Jaluria | $400 | $195.78 | +95.1% | Feb 7, 2022 |
| Mizuho Securities | Siti Panigrahi | $250 | $192 | +21.9% | Feb 6, 2022 |
| Atlantic Equities | Peter Sazel | $240 | $185.84 | +17.1% | Jan 25, 2022 |
| UBS | Taylor McGinnis | $290 | $192.06 | +41.4% | Jan 21, 2022 |
| Cowen & Co. | Derrick Wood | $350 | $201.49 | +70.7% | Jan 20, 2022 |
| Piper Sandler | Brent Bracelin | $400 | $215.16 | +95.1% | Jan 15, 2022 |
| Barclays | Ryan MacWilliams | $375 | $268.29 | +82.9% | Dec 9, 2021 |
| Summit Redstone Partners | Srini Nandury | $450 | $300.6 | +119.5% | Nov 1, 2021 |
| Northland Securities | Michael Latimore | $450 | $298.37 | +119.5% | May 19, 2021 |
Track every rating change on TWLO the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationTwilio 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.
Historical context
All TWLO earningsTechnology peers this season
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Latest beats and misses
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Missed on EPS
- GLPIFY2026 Q3 · October 29, 2026-11.5% EPS-1.3% move
- LYBFY2026 Q3 · October 30, 2026-1.2% EPS+5.0% move
- CCJFY2026 Q3 · October 30, 2026-101.4% EPS-7.9% move
- VALEFY2026 Q3 · October 29, 2026-24.6% EPS+1.9% move
- DLR-PLFY2026 Q3 · October 29, 2026-8.4% EPS— move
- DLR-PKFY2026 Q3 · October 29, 2026-8.4% EPS— move
Get the TWLO recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2026-07-26T00:37:12.209961+00:00
- Polygon adjusted daily market bars · 2026-11-01T19:10:44.093271+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-11-01T19:10:44.090509+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-11-01. For educational purposes only; not investment advice.