TWLO
Twilio Inc
NYSE: TWLO · TECHNOLOGY · SOFTWARE - INFRASTRUCTURE
$198.59
-4.50% today
Updated 2026-06-05
Market cap
$34.30B
P/E ratio
342.41
P/S ratio
6.47x
EPS (TTM)
$0.66
Dividend yield
—
52W range
$92 – $238
Volume
2.8M
WallStSmart proprietary scores
57
out of 100
Grade: C+
Hold
Investment rating
8.0
Growth
A8.5
Quality
A4.5
Profitability
C7.3
Valuation
B+4/9
Piotroski F-Score
Moderate
2.1
Altman Z-Score
Grey zone
—
Industry rank
—
View all highly rated stocks (75+) →202 stocks currently score above 75
Price targets
Analyst target
$144.52
-27.23%
12-Month target
$1.43
-99.28%
Intrinsic (DCF)
$241.68
Margin of safety
+38.74%
5 Strong Buy17 Buy5 Hold0 Sell2 Strong Sell
Price chart
Stock snapshot
Strengths
+ Free cash flow $132.34M — positive
+ Revenue growth 20.00% QoQ
+ 38.74% below intrinsic value
+ Debt/equity 0.14x — low leverage
Risks
- Thin margins at 1.96%
- P/E 342.41x — expensive valuation
Key financials
Revenue Net Income Free Cash Flow
| Metric | 2022 | 2023 | 2024 | 2025 | TTM | 2026 (E) |
|---|---|---|---|---|---|---|
| Revenue | $3.83B | $4.15B | $4.46B | $5.07B | $5.30B | $5.8B |
| Net income | $-1.26B | $-1.02B | $-109.40M | $33.83M | $90.14M | — |
| EPS | — | — | — | — | $0.66 | $5.52 |
| Free cash flow | $-334.55M | $363.52M | $657.46M | $1.03B | $132.34M | — |
| Profit margin | -32.83% | -24.45% | -2.45% | 0.67% | 1.96% | — |
Recent insider activity
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-04 | SHIPCHANDLER, KHOZEMA | Sale | 44,158 | — |
| 2026-06-04 | SHIPCHANDLER, KHOZEMA | Buy | 44,158 | $117.94 |
| 2026-06-01 | ROTTENBERG, ERIKA | Sale | 2,000 | $199.01 |
Peer comparison
Smart narrative
Twilio Inc trades at $198.59. representing a P/E of 342.41x trailing earnings. Our Smart Value Score of 57/100 indicates the stock is fair. The company scores 4/9 on the Piotroski F-Score. With an Altman Z-Score of 2.12, it sits in the grey zone. TTM revenue stands at $5.30B. with profit margins at 1.96%. Our DCF model estimates intrinsic value at $241.68.
Frequently asked questions
What is Twilio Inc's stock price?
Twilio Inc (TWLO) trades at $198.59, on a P/E of 342.4x and a P/S of 6.5x. Those multiples show what the market is paying for each dollar of earnings and sales, which is the real starting point for judging whether the price is reasonable.
Is Twilio Inc overvalued?
Twilio Inc carries a Smart Value Score of 57/100 (Grade C+), which we rate Hold. That score blends growth, quality, and valuation into one read. Our DCF puts intrinsic value at $241.68 versus the $198.59 price, a 38.7% margin of safety on a cash flow basis.
What is the price target of Twilio Inc (TWLO)?
The 12-month analyst consensus target is $144.52, about 27.2% below the current $198.59. A consensus target is the average of Wall Street's 12-month forecasts, so it works as a sentiment gauge rather than a guarantee, and it resets with every earnings cycle.
What is the future stock price of TWLO by 2030?
Our research-backed model puts the 2030 base case at $546.43, built from revenue projections, a growth-adjusted P/S multiple, net debt, and share dilution. It is a scenario rather than a prediction, and the bull and bear cases around it matter more than the single number when you are sizing a position.
What is the intrinsic value of Twilio Inc (TWLO)?
Our DCF model estimates intrinsic value at $241.68, a +38.7% margin of safety versus today's $198.59. Intrinsic value is what the projected cash flows are worth today. A positive reading means the price sits below that estimate, leaving a cushion if growth holds.
What is Twilio Inc's revenue?
Twilio Inc's trailing twelve-month revenue is $5.30B, and our model projects it reaching about $8.32B by 2030. Revenue scale anchors the valuation multiples and shows whether growth is reaching the top line, so it is best read alongside margin and growth trends to see if that revenue is getting more profitable over time.
Altman Z-Score?
Twilio Inc's Altman Z-Score is 2.12, which places it in the grey zone. The Altman Z-Score gauges bankruptcy risk from profitability, leverage, and asset efficiency, and a higher reading points to lower financial distress risk.
Company info
SectorTECHNOLOGY
IndustrySOFTWARE - INFRASTRUCTURE
CountryUSA
ExchangeNYSE
CurrencyUSD
Quick metrics
P/S ratio6.47x
ROE1.34%
Beta1.38
50D MA$162.45
200D MA$130.23
Shares out0.15B
Float0.15B
Short ratio—
Avg volume2.8M
Performance
1 week+0.00%
1 month+13.97%
3 months+81.52%
YTD+58.88%
1 year—
3 years—
5 years—