Summer Sale

50% off Premium Yearly

00days
00hrs
00mins
00secs
NESN-SIX 0MCK 20.15GOOG 3.55XLV 2.23TEVA 0.53EME -10.77DOCN 1.29SNOW 11.49
Twilio Inc (TWLO)

NYSE:TWLO

Twilio Inc (TWLO)

225.30
+5.41 (2.46%)
as of Aug 21, 2026, 8:00:00 pm Market Open.
114 watching
Icon Financials Financials Icon Analysis Technical Analysis
Interactive Chart
1w 1m 6m 1y
0
Investor Insights
star iconAug 23, 2026, 12:00 am

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

The analysis of Twilio Inc. (TWLO-N) reveals a mixed perspective from different experts. One review expresses concern about the stock's current performance, highlighting a significant decline of 18%, which may stem from market participants not recognizing the robust fundamentals of the company. Conversely, another expert notes positive trends, with expanding margins and revenue growth in double digits, indicating that Twilio is on a promising path. As the industry approaches 2026, there's anticipation for mean reversion between semiconductors and software firms, with early positive signs spotted in Twilio as well as other major players like Adobe and Salesforce. Overall, while there are fears about immediate stock performance, the underlying fundamentals suggest potential for long-term growth.

consensus icon
Consensus
Mixed
valuation icon
Valuation
Undervalued
review icon
Similar
Adobr, 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

$225.30

As of Aug 21, 2026. Market Open.

0
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

$225.30

As of Aug 21, 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

$225.30

As of Aug 21, 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

$225.30

As of Aug 21, 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

$225.30

As of Aug 21, 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

$225.30

As of Aug 21, 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

$225.30

As of Aug 21, 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

$225.30

As of Aug 21, 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

$225.30

As of Aug 21, 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

$225.30

As of Aug 21, 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

$225.30

As of Aug 21, 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

$225.30

As of Aug 21, 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

$225.30

As of Aug 21, 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

$225.30

As of Aug 21, 2026. Market Open.

0
Showing 16 to 30 of 51 entries

Build your watch list

Sign in to track investments
you care about

Latest Buy Signals

COKE 1.5$189.1
LLY 11$1255.4
MCHPP 0$
PEP 1.4$143.48
CSCO 1.45$111.04
The ultimate 360° Tracker Your financial life in one place, automaticallywealthica-video

Today's Top Picks

NESN-SIX 0$
MCK 20.15$858.9
GOOG 3.55$341.75
XLV 2.23$174.62
TEVA 0.53$37.34

Popular Articles

Latest Sell Signals

WSP.TO 0.44$190.63
CLS.TO -9.09$407.67
MDA.TO -0.45$42.62
VALE 0.36$14.59
PFE 0.28$28.07

Most Recent Experts

Rob Sechan, Managing Partner, New Edge Capital

Rob Sechan, Managing Partner, New Edge Capital

New Edge Capital

Jenny Harrington, CEO, Gilman Hill Asset Management

Jenny Harrington, CEO, Gilman Hill Asset Management

Gilman Hill Asset Management

Josh Brown, CEO, Ritholtz Wealth Management

Josh Brown, CEO, Ritholtz Wealth Management

Ritholtz Wealth Management

Amy Raskin, CIO, Chevy Chase Trust

Amy Raskin, CIO, Chevy Chase Trust

Chevy Chase Trust

Darren Sissons

Darren Sissons

Campbell Lee & Ross

disclaimer

Stockchase, in its reporting on what has been discussed by individuals on business television programs (in particular Business News Network), neither recommends nor promotes any investment strategies.

We paraphrase the experts by hand, we watch the shows and write down what we understood from the experts’ comments. We are human and can make mistakes, help us fix any errors. If you see something that you know is not right or if there is a problem with the site, feel free to email us at: [email protected].

About usHow to useContact Us
More...
AdvertisingIn the newsPrivacy PolicyTerms of service
FacebookX
© 2000 - 2026 Stockchase Inc. by Wealthica

You may also like