Twilio (NYSE:TWLO) Issues Q3 2026 Earnings Guidance

Twilio (NYSE:TWLO) updated its third quarter 2026 earnings guidance on Thursday morning. The company provided earnings per share guidance of 1.420-1.470 for the period, compared to the consensus earnings per share estimate of 1.250. The company issued revenue guidance of $1.5 billion-$1.5 billion, compared to the consensus revenue estimate of $1.5 billion. Twilio also updated its FY 2026 guidance to EPS.

Wall Street Analysts Forecast Growth

A number of brokerages have recently issued reports on TWLO. KGI Securities began coverage on shares of Twilio in a research note on Thursday, July 2nd. They set an “outperform” rating and a $250.00 price target on the stock. Oppenheimer boosted their target price on Twilio from $200.00 to $235.00 and gave the stock an “outperform” rating in a research report on Monday, May 18th. Zacks Research raised Twilio from a “hold” rating to a “strong-buy” rating in a research note on Monday, July 13th. Citizens Jmp raised their price target on Twilio from $210.00 to $250.00 and gave the company a “market outperform” rating in a report on Monday, July 20th. Finally, Tigress Financial increased their price objective on Twilio from $170.00 to $255.00 and gave the stock a “buy” rating in a research report on Thursday, June 11th. Four analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, two have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Buy” and an average target price of $220.59.

Twilio Price Performance

TWLO traded down $0.02 during midday trading on Thursday, reaching $193.20. 4,498,550 shares of the company’s stock were exchanged, compared to its average volume of 2,453,751. Twilio has a 1-year low of $91.84 and a 1-year high of $238.48. The stock has a market capitalization of $29.32 billion, a PE ratio of 301.88, a P/E/G ratio of 3.86 and a beta of 1.37. The company has a debt-to-equity ratio of 0.13, a current ratio of 4.66 and a quick ratio of 4.66. The business’s 50-day moving average price is $202.60 and its 200 day moving average price is $160.55.

Twilio (NYSE:TWLO) last released its quarterly earnings results on Thursday, August 6th. The technology company reported $1.47 EPS for the quarter, beating the consensus estimate of $1.32 by $0.15. Twilio had a net margin of 1.96% and a return on equity of 4.64%. The business had revenue of $1.50 billion for the quarter, compared to analyst estimates of $1.43 billion. Twilio has set its Q3 2026 guidance at 1.420-1.470 EPS. As a group, equities analysts anticipate that Twilio will post 2.79 EPS for the current fiscal year.

Insider Buying and Selling

In other news, CEO Khozema Shipchandler sold 44,158 shares of the business’s stock in a transaction on Thursday, June 4th. The stock was sold at an average price of $235.88, for a total value of $10,415,989.04. Following the completion of the transaction, the chief executive officer directly owned 235,542 shares of the company’s stock, valued at $55,559,646.96. The trade was a 15.79% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Aidan Viggiano sold 9,093 shares of the company’s stock in a transaction on Tuesday, June 30th. The shares were sold at an average price of $201.25, for a total value of $1,829,966.25. Following the completion of the sale, the chief financial officer owned 118,252 shares in the company, valued at $23,798,215. This represents a 7.14% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last three months, insiders sold 1,802,480 shares of company stock worth $341,620,487. 0.21% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Twilio

Hedge funds have recently modified their holdings of the company. Zions Bancorporation National Association UT purchased a new stake in shares of Twilio during the fourth quarter worth about $29,000. Aster Capital Management DIFC Ltd purchased a new position in shares of Twilio during the fourth quarter valued at approximately $29,000. GW&K Investment Management LLC boosted its position in Twilio by 78.1% during the fourth quarter. GW&K Investment Management LLC now owns 513 shares of the technology company’s stock worth $73,000 after acquiring an additional 225 shares during the last quarter. Wilmington Savings Fund Society FSB boosted its position in Twilio by 46.8% during the third quarter. Wilmington Savings Fund Society FSB now owns 612 shares of the technology company’s stock worth $61,000 after acquiring an additional 195 shares during the last quarter. Finally, Headlands Technologies LLC purchased a new stake in Twilio in the 2nd quarter worth approximately $77,000. 84.27% of the stock is owned by institutional investors and hedge funds.

Twilio Company Profile

Twilio Inc (NYSE: TWLO) is a cloud communications platform-as-a-service (CPaaS) company that enables developers and enterprises to embed communications into web and mobile applications. Its core offering is a suite of programmable APIs that handle messaging (SMS, MMS, and chat), voice calling, video, and user authentication. Twilio’s platform is designed to help businesses build customer engagement and communication workflows without managing telecommunications infrastructure directly.

The company’s product portfolio includes programmable voice and messaging APIs, Twilio Video for real‑time video applications, and Twilio Authy for multi‑factor authentication.