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Twilio Inc (TWLO)

NYSE:TWLO

Twilio Inc (TWLO)

197.35
+6.41 (3.36%)
as of Jul 31, 2026, 8:00:00 pm Market Open.
113 watching
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Investor Insights
star iconAug 3, 2026, 12:00 am

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

Twilio Inc (TWLO-N) is experiencing a challenging period, as reflected in one expert's review indicating an 18% decline in the stock's value. Despite this setback, there is a contrasting viewpoint highlighting the company's expanding margins and impressive double-digit revenue growth. This suggests that, even with current market pressures, Twilio possesses strong fundamentals that may not be fully recognized by investors. Looking ahead to 2026, there are indications that a mean reversion could occur between semiconductor and software stocks, and the early signs of recovery are being observed in Twilio, along with other notable tech companies like Adobe and Salesforce. Therefore, there is a sense of cautious optimism regarding Twilio's future performance as the market dynamics continue to evolve.

consensus icon
Consensus
Cautious
valuation icon
Valuation
Undervalued
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Similar
Adobe,ADBE
TOP PICK

Twilio Inc(TWLO)

Sep 09, 2021
Operating system for the digital world. Lots of volatility. A trading stock. 12-month price target of $460. It would be an investment if you can pick it up between $300-350. No dividend. (Analysts’ price target is $468.63)
Photo of Kim BoltonKim Bolton
Owned
Unlock Rating
$352.63

Stock price when the opinion was issued

$197.35

As of Jul 31, 2026. Market Open.

0
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PAST TOP PICK

Twilio Inc(TWLO)

Aug 04, 2021
(A Top Pick Aug 19/20, Up 46%) Price target of $460.75, decent runway ahead. Part of the cloud stack. Valuation is at all-time highs. Likely to be permanent demand to its business. Blowout Q2 results. Picking it up under $350 would be a bargain.
Photo of Kim BoltonKim Bolton
Owned
Unlock Rating
$368.86

Stock price when the opinion was issued

$197.35

As of Jul 31, 2026. Market Open.

0
DON'T BUY

Twilio Inc(TWLO)

Jul 28, 2021
Incredible management and execution. Lofty valuation. Very difficult to try to forecast earnings to see if they'll catch up to the stock. If revenue keeps growing for many years, perhaps it could justify the multiple. He'd look for something else.
Photo of Lorne SteinbergLorne SteinbergUnlock Rating
$395.24

Stock price when the opinion was issued

$197.35

As of Jul 31, 2026. Market Open.

0
BUY

Twilio Inc(TWLO)

Jul 23, 2021
They report Thursday. He expects them to surprise to the upside. It's the best company for companies to send messages to their customers.
Photo of Jim Cramer - Mad MoneyJim Cramer - Mad MoneyUnlock Rating
$409.84

Stock price when the opinion was issued

$197.35

As of Jul 31, 2026. Market Open.

0
PARTIAL BUY

Twilio Inc(TWLO)

Apr 30, 2021
Has been erratic, but this remains a solid way for smart businesses to market themselves. They report next week, so buy some shares before and some after. Secular growth stories out of fashion on Wall St these days.
Photo of Jim Cramer - Mad MoneyJim Cramer - Mad MoneyUnlock Rating
$367.80

Stock price when the opinion was issued

$197.35

As of Jul 31, 2026. Market Open.

0
HOLD

Twilio Inc(TWLO)

Apr 23, 2021
Don't sell. It's seen as a Covid stock, but they offer a terrific product and businesses that reopen will continue to use it.
Photo of Jim Cramer - Mad MoneyJim Cramer - Mad MoneyUnlock Rating
$384.64

Stock price when the opinion was issued

$197.35

As of Jul 31, 2026. Market Open.

0
BUY

Twilio Inc(TWLO)

Mar 31, 2021

Example of SaaS that had a pullback. One of biggest benefactors of time spent remotely. Amazon of the communications world. Price target of $412.83.

Photo of Kim BoltonKim Bolton
Owned
Unlock Rating
$344.04

Stock price when the opinion was issued

$197.35

As of Jul 31, 2026. Market Open.

0
COMMENT

Twilio Inc(TWLO)

Mar 19, 2021
He likes it. It's a cloud-based communications platform that lets app developers connect with customers Had a great run last year and good quarter last month. But it made a big secondary stock offering and got hammered. TWLO helps America gets vaccinated faster. TWLO has rebounded a buit lately, but is still down 20% from its high. Got hit with the current tech sell-off. Few understand what exactly TWLO does.
Photo of Jim Cramer - Mad MoneyJim Cramer - Mad MoneyUnlock Rating
$355.80

Stock price when the opinion was issued

$197.35

As of Jul 31, 2026. Market Open.

0
HOLD

Twilio Inc(TWLO)

Feb 24, 2021

Price target of $512, so still some runway. Star performer in cloud communications as a service. It's expensive. If you own it, hold it. If you don't own it, look at Bandwidth (BAND) instead, with a more reasonable valuation of just under 10x forward revenues.

Photo of Kim BoltonKim Bolton
Owned
Unlock Rating
$407.14

Stock price when the opinion was issued

$197.35

As of Jul 31, 2026. Market Open.

0
BUY

Twilio Inc(TWLO)

Oct 23, 2020

TWLO is richly valued. It's a software company that helps app developers connect with customers. It's up 175% in the last 6 months. When Lyft or Airbnb sends you a text, Twilio makes money.

Photo of Jim Cramer - Mad MoneyJim Cramer - Mad MoneyUnlock Rating
$306.10

Stock price when the opinion was issued

$197.35

As of Jul 31, 2026. Market Open.

0
TOP PICK

Twilio Inc(TWLO)

Aug 19, 2020

Keep in the back of your mind when there's a correction. The Amazon web services version of the communications world. Cloud communications platform. Blowout Q2. 46% organic revenue growth. He has a 12-month price target of $300. If it gets between $150-200, just back up the truck. No dividend. (Analysts’ price target is $289.08)

Photo of Kim BoltonKim Bolton
Owned
Unlock Rating
$250.32

Stock price when the opinion was issued

$197.35

As of Jul 31, 2026. Market Open.

0
BUY ON WEAKNESS

Twilio Inc(TWLO)

Jul 15, 2020
One of the market darlings right now. They have APIs that act as the foundation for business digital experiences. For developers it makes them more efficient. It is above his price target currently. He remains bullish on it. It is getting expensive trading at 27 times sales, but revenue growth exceeds 50%. If you get a correction, this is a great one to add to. (Analysts’ price target is $2.10)
Photo of Kim BoltonKim Bolton
No
Unlock Rating
$222.18

Stock price when the opinion was issued

$197.35

As of Jul 31, 2026. Market Open.

0
COMMENT

Twilio Inc(TWLO)

Jul 10, 2019
The chart is amazing -- up 150% in one year. A large company now in a great growth industry. However, the multiples are off the charts now. This is not what they look to invest in.
Photo of Cameron HurstCameron Hurst
No
Unlock Rating
$145.44

Stock price when the opinion was issued

$197.35

As of Jul 31, 2026. Market Open.

0
PARTIAL SELL

Twilio Inc(TWLO)

Jul 09, 2019
Wish he owned it. The chart is fantastic. Take some money off the table now. Sell half now.
Photo of Elliott FishmanElliott Fishman
No
Unlock Rating
$145.25

Stock price when the opinion was issued

$197.35

As of Jul 31, 2026. Market Open.

0
HOLD

Twilio Inc(TWLO)

Feb 22, 2019
He's never looked at this stock. The chart has been in an upward channel since early 2018. If you own it, keep it even though a pullback is highly likely. Maybe it's overbought. Overall, the stock is in good shape.
Photo of Keith RichardsKeith RichardsUnlock Rating
$116.55

Stock price when the opinion was issued

$197.35

As of Jul 31, 2026. Market Open.

0
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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].

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