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TWLO

Twilio (TWLO) Stock Forecast & Price Target

Twilio (TWLO) Analyst Ratings

Based on 20 analyst ratings
Buy
Strong Buy 45%
Buy 40%
Hold 5%
Sell 10%
Strong Sell 0%

Bulls say

Twilio is well positioned to benefit from both improving core fundamentals and a larger AI-driven communications opportunity, as organic growth accelerated to 16.7% in 2Q, revenue reached $1.499B versus the prior $1.420B-$1.430B outlook, and gross margin was roughly 49%. Its voice, messaging, and software add-ons are scaling together, with messaging growth at 28%, voice growth above 20%, and software add-ons up more than 25% Y/Y, while gross profit is outpacing organic revenue growth and operating and free cash flow margins continue to improve. The company also appears increasingly strategic in the AI era, with trillions of legacy contact-center minutes still addressable, ~63B voice minutes processed in 2025, and new products like Verify, orchestration, and branded calling deepening monetization and customer stickiness.

Bears say

Twilio is pressured by a business model that is still heavily usage-based, leaving revenue and growth more exposed to macro weakness, customer concentration, and monthly volatility than more recurring SaaS peers. Carrier pass-through fees are also a structural headwind, as U.S. telcos have raised charges that inflate reported revenue without adding gross profit and are expected to reduce FY26 non-GAAP gross margin by roughly 210 bps versus FY25. While AI-related use cases could broaden demand, regulatory hurdles with the FCC and telcos, plus tougher comparisons in the back half of 2025 and slower-than-hoped multi-product adoption, make the near-term earnings and margin setup look fragile.

Twilio (TWLO) has been analyzed by 20 analysts, with a consensus rating of Buy. 45% of analysts recommend a Strong Buy, 40% recommend Buy, 5% suggest Holding, 10% advise Selling, and 0% predict a Strong Sell.

This aggregate rating is based on analysts' research of Twilio and is not a guaranteed prediction by Public.com or investment advice.

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FAQs About Twilio (TWLO) Forecast

Analysts have given Twilio (TWLO) a Buy based on their latest research and market trends.

According to 20 analysts, Twilio (TWLO) has a Buy consensus rating as of Oct 25, 2026. This rating is provided by third-party analysts and is not investment advice from Public.com.

Wall Street analysts have set a price target of $257.10, reflecting a 0.00% increase from the current stock price.

Financial analysts have set a price target of $257.10, indicating a 0.00% increase from the current stock price, but ratings and forecasts are frequently updated based on market conditions, earnings reports, and industry trends. This prediction is provided by third-party analysts and is not investment advice from Public.com.

Twilio (TWLO)


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