Twilio (NYSE:TWLO) Updates Q1 2026 Earnings Guidance

Twilio (NYSE:TWLO) issued an update on its first quarter 2026 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of 1.210-1.260 for the period, compared to the consensus estimate of 0.950. The company issued revenue guidance of $1.3 billion-$1.3 billion, compared to the consensus revenue estimate of $1.3 billion. Twilio also updated its FY 2026 guidance to EPS.

Twilio Trading Up 2.3%

TWLO stock traded up $2.54 during trading on Friday, hitting $112.95. The company had a trading volume of 6,475,131 shares, compared to its average volume of 2,828,931. Twilio has a 52-week low of $77.51 and a 52-week high of $145.90. The company has a 50 day simple moving average of $129.42 and a 200-day simple moving average of $118.97. The firm has a market capitalization of $17.33 billion, a P/E ratio of 594.48, a PEG ratio of 2.16 and a beta of 1.32. The company has a quick ratio of 4.68, a current ratio of 4.68 and a debt-to-equity ratio of 0.13.

Twilio (NYSE:TWLO) last released its quarterly earnings data on Thursday, February 12th. The technology company reported $1.33 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.24 by $0.09. The company had revenue of $1.37 billion during the quarter, compared to analysts’ expectations of $1.32 billion. Twilio had a net margin of 0.67% and a return on equity of 3.91%. The firm’s quarterly revenue was up 14.3% on a year-over-year basis. During the same period in the previous year, the company earned $1.00 EPS. Twilio has set its Q1 2026 guidance at 1.210-1.260 EPS. As a group, research analysts forecast that Twilio will post 1.44 earnings per share for the current fiscal year.

Analyst Ratings Changes

Several research analysts have commented on TWLO shares. Piper Sandler reaffirmed a “neutral” rating and set a $130.00 target price (down from $148.00) on shares of Twilio in a research report on Friday. BTIG Research decreased their price objective on Twilio from $165.00 to $155.00 and set a “buy” rating for the company in a report on Friday. FBN Securities raised shares of Twilio to a “strong-buy” rating in a research note on Wednesday, November 12th. KeyCorp increased their target price on shares of Twilio from $146.00 to $156.00 and gave the stock an “overweight” rating in a report on Friday, October 31st. Finally, Wall Street Zen lowered shares of Twilio from a “strong-buy” rating to a “buy” rating in a report on Tuesday, November 11th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, seven have assigned a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $144.58.

Insider Transactions at Twilio

In other news, CEO Khozema Shipchandler sold 13,336 shares of the company’s stock in a transaction on Tuesday, January 6th. The stock was sold at an average price of $134.28, for a total transaction of $1,790,758.08. Following the transaction, the chief executive officer directly owned 193,781 shares of the company’s stock, valued at approximately $26,020,912.68. This represents a 6.44% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CFO Aidan Viggiano sold 8,109 shares of the stock in a transaction on Wednesday, December 31st. The shares were sold at an average price of $143.38, for a total value of $1,162,668.42. Following the sale, the chief financial officer owned 119,449 shares of the company’s stock, valued at approximately $17,126,597.62. This represents a 6.36% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 1,043,438 shares of company stock valued at $135,022,770 in the last 90 days. Insiders own 0.21% of the company’s stock.

Trending Headlines about Twilio

Here are the key news stories impacting Twilio this week:

• Positive Sentiment: Q4 beat — Twilio beat consensus on both EPS ($1.33 vs. $1.24) and revenue ($1.37B vs. $1.32B), with revenue up ~14% year-over-year and improved margins. This result supports the narrative of accelerating growth and improving profitability. Twilio Announces Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Stronger-than-expected 2026 outlook — management guided to mid-teens reported revenue growth (roughly 11.5–12.5% reported growth cited in some summaries), raised EPS/Q1 and set material free cash flow targets, which lifted forward earnings expectations. That guidance is the primary bullish driver today. Twilio: Buy These Strong Results
• Positive Sentiment: Analyst support and price-target activity — several firms reiterated buys and set above-current price targets (Rosenblatt $180 PT; BTIG trimmed but kept a buy). Upgrades/reiterates help underpin upside after the beat. Forecasting The Future: 9 Analyst Projections For Twilio
• Neutral Sentiment: Mixed analyst takeaways — while some highlight durable profitability and FCF, others noted the outlook and fee/usage dynamics require close monitoring; expect divergent analyst notes and volatility as the story is digested. Twilio’s outlook draws mixed reactions from analysts
• Negative Sentiment: Sector/sentiment headwinds — some investors are rotating away from software and scrutinizing software valuations; a bearish note argues Twilio still faces downside risk amid broader software weakness. That skepticism is limiting the post-earnings rally. With Software Slumping, Twilio Has Further To Fall
• Negative Sentiment: Volatility despite beat — several headlines note shares have been volatile after the print as investors parse execution risks, fee pressure, and whether AI/voice growth will sustainably accelerate revenue and margins. Short-term swings are likely. What’s going on with Twilio stock Friday?

Institutional Trading of Twilio

A number of institutional investors and hedge funds have recently added to or reduced their stakes in TWLO. Arete Wealth Advisors LLC purchased a new position in shares of Twilio in the fourth quarter worth about $296,000. CreativeOne Wealth LLC purchased a new position in Twilio during the 4th quarter worth approximately $244,000. Kestra Advisory Services LLC raised its position in Twilio by 14.9% during the 4th quarter. Kestra Advisory Services LLC now owns 17,955 shares of the technology company’s stock worth $2,554,000 after buying an additional 2,328 shares during the last quarter. Cordoba Advisory Partners LLC acquired a new stake in Twilio during the 4th quarter valued at approximately $332,000. Finally, Marshall Wace LLP boosted its holdings in shares of Twilio by 100.3% in the 4th quarter. Marshall Wace LLP now owns 306,873 shares of the technology company’s stock valued at $43,650,000 after acquiring an additional 153,651 shares during the last quarter. Institutional investors and hedge funds own 84.27% of the company’s stock.

About Twilio

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.