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Twilio Inc (TWLO)

NYSE:TWLO

Twilio Inc (TWLO)

214.56
-4.04 (1.85%)
as of Jul 10, 2026, 8:00:00 pm Market Open.
113 watching
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Investor Insights
star iconJul 10, 2026, 12:00 am

This summary was created by AI, based on 2 opinions in the last 12 months.

Twilio Inc (TWLO-N) is currently facing challenges as the stock is down 18%, primarily due to a lack of recognition of its strong fundamentals by investors. However, there are signs of optimism, as margins are reportedly expanding and revenues are growing at double-digit rates. Analysts anticipate a potential mean reversion between different sectors, particularly between semiconductors and software, as we move into 2026. Early indicators suggest that Twilio, along with other tech firms like Adobe and Salesforce, may be on the verge of benefiting from these changes in the market. This shift could signify a turning point for Twilio shareholders if the fundamentals become more widely acknowledged.

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Consensus
Bullish
valuation icon
Valuation
Undervalued
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Adobe,ADBE
DON'T BUY

Twilio Inc(TWLO)

Jun 22, 2022
SaaS really got punished with rate hikes, inflation, and supply chain issues. Operating system for the digital world. Story is great, but underlying metrics and free cashflow are of real concern. Loves the company, but it's unprofitable.
Photo of Kim BoltonKim Bolton
No
Unlock Rating
$88.45

Stock price when the opinion was issued

$214.56

As of Jul 10, 2026. Market Open.

0
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BUY ON WEAKNESS

Twilio Inc(TWLO)

Jun 13, 2022
In recent weeks and today, she had sold some names and is now buying them back. They're down 45-75% from their 12-month high. But she's looking forward and these names inevitably will be higher than today.
Photo of Karen Firestone, CEO, Aureus Asset ManagementKaren Firestone, CEO, Aureus Asset Management
Owned
Unlock Rating
$84.74

Stock price when the opinion was issued

$214.56

As of Jul 10, 2026. Market Open.

0
BUY ON WEAKNESS

Twilio Inc(TWLO)

Jun 06, 2022
It soared over 400% between 2019 and 2021, but tech stocks that are unprofitable are out of favour. Shares dipped below $100 today. Last montht, they reported an earnings surprise but also guided for a larger-than-expected loss this quarter, so shares got slammed. It's a vicious market. But ever since the mid-May, the market is feeling less hostile to these stocks.
Photo of Jim Cramer - Mad MoneyJim Cramer - Mad MoneyUnlock Rating
$101.34

Stock price when the opinion was issued

$214.56

As of Jul 10, 2026. Market Open.

0
HOLD

Twilio Inc(TWLO)

May 20, 2022
This name has been crushed in the past couple of quarters. There's more pain to go with these names and all tech, but they are certainly more attractive now in terms of PE than a year ago. You must nimble and focus on stronger balance sheets. The next few months of the market will be difficult.
Photo of Jason Snipe, CIO, Odyssey Capital AdvisorsJason Snipe, CIO, Odyssey Capital Advisors
Owned
Unlock Rating
$99.40

Stock price when the opinion was issued

$214.56

As of Jul 10, 2026. Market Open.

0
DON'T BUY

Twilio Inc(TWLO)

May 03, 2022
Offers fine, cutting-edge technology, but TWLO hasn't earned any money yet. So, he can't value this company--what is it worth? Shares have plunged with the other tech stocks with high valuations. He avoids such stocks.
Photo of Gordon ReidGordon Reid
No
Unlock Rating
$115.08

Stock price when the opinion was issued

$214.56

As of Jul 10, 2026. Market Open.

0
HOLD

Twilio Inc(TWLO)

Mar 18, 2022
High-PE stocks are hard to invest during this stage of the cycle, like SHOP or Twilio, way off their highs, but bounced 15-20% this week. He owns both and believes in them long term, believes in their fundamentals.
Photo of Jason Snipe, CIO, Odyssey Capital AdvisorsJason Snipe, CIO, Odyssey Capital Advisors
Owned
Unlock Rating
$158.51

Stock price when the opinion was issued

$214.56

As of Jul 10, 2026. Market Open.

0
PARTIAL BUY

Twilio Inc(TWLO)

Mar 09, 2022
A lot of the stocks in this area are still getting their footing. Importantly, they have yet to be profitable. When tech rolled over, these stocks got taken out to the woodshed. Still very solid. Price target of $239. Buy in thirds here around $146, 130 and 120. Stop of between $105-110.
Photo of Kim BoltonKim Bolton
Owned
Unlock Rating
$145.27

Stock price when the opinion was issued

$214.56

As of Jul 10, 2026. Market Open.

0
HOLD

Twilio Inc(TWLO)

Feb 18, 2022
The market is moving out of PE into price/sales. It's tough to be in long-duration assets in this market. But he's holding on, not selling, and is underweight these names. He believes in their business models, though it's tough to feel the pain on the way down. You got to right-size such holdings.
Photo of Jason Snipe, CIO, Odyssey Capital AdvisorsJason Snipe, CIO, Odyssey Capital Advisors
Owned
Unlock Rating
$158.33

Stock price when the opinion was issued

$214.56

As of Jul 10, 2026. Market Open.

0
WATCH

Twilio Inc(TWLO)

Feb 10, 2022
Ripping higher today on earnings. He owns a tiny position, because it's a cool company and it's growing like a weed, but he doesn't know how to value it. Can't add or sell now. Wants to see some earnings before deciding.
Photo of Jim LebenthalJim Lebenthal
Owned
Unlock Rating
$209.66

Stock price when the opinion was issued

$214.56

As of Jul 10, 2026. Market Open.

0
BUY

Twilio Inc(TWLO)

Jan 24, 2022
Has owned for many years. It is a bridge between the cloud and mainframes. An excellent company with no debt. Add a part position and wait to add more if it goes up. Don't sell if you hold it. As stocks go up he tends to trim a bit at a time eg. 20%
Photo of Rick StuchberryRick Stuchberry
Owned
Unlock Rating
$197.50

Stock price when the opinion was issued

$214.56

As of Jul 10, 2026. Market Open.

0
BUY ON WEAKNESS

Twilio Inc(TWLO)

Dec 31, 2021
He's buying nothing now, but would add to Twilio or PayPal (owns both), and would add in Q1 on pullbacks. First, he wants to see how interest rates move (or not) in Q1. He expects rates to slowly march higher. Also, he needs to see what happens to Covid to see if they knock down the cyclicals. He's a market seller, not a buyer now.
Photo of Jim LebenthalJim Lebenthal
Owned
Unlock Rating
$265.55

Stock price when the opinion was issued

$214.56

As of Jul 10, 2026. Market Open.

0
TOP PICK

Twilio Inc(TWLO)

Dec 15, 2021
Market leader in CPaaS solutions. Customers include WhatsApp, Lyft, Deliveroo, Airbnb. Market share approaching 50%, and this may increase because their apps are so easy to integrate. Target price in $350 range. Anticipates stock 30% higher over next 18-24 months. No dividend.
Photo of Michael Hakes - CFA, MBAMichael Hakes - CFA, MBA
Owned
Unlock Rating
$253.88

Stock price when the opinion was issued

$214.56

As of Jul 10, 2026. Market Open.

0
BUY

Twilio Inc(TWLO)

Nov 15, 2021
Their technology helps clients like Nike, Lyft and Netflix connect with customers. After a big run last year, TWLO has stalled out this year partially because of a stock rotation of out tech, but also offering mixed (realistic) guidance despite strong quarters. For instance, shares sank 18% in one day after announcing mixed guidance, although their COO resigned. Still, it's a great growth stocks down 33% from its high.
Photo of Jim Cramer - Mad MoneyJim Cramer - Mad MoneyUnlock Rating
$304.50

Stock price when the opinion was issued

$214.56

As of Jul 10, 2026. Market Open.

0
BUY

Twilio Inc(TWLO)

Oct 20, 2021
The leader in the space. He's built up a significant position. 12-month price target of $460.
Photo of Kim BoltonKim Bolton
Owned
Unlock Rating
$365.85

Stock price when the opinion was issued

$214.56

As of Jul 10, 2026. Market Open.

0
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