Twilio (TWLO) to Post Earnings on Thursday

Twilio (NYSE:TWLO) will likely be announcing its Q2 2026 results after the market closes on Thursday, August 6th. Analysts expect the company to announce earnings of $1.32 per share and revenue of $1.4310 billion for the quarter. Parties can find conference call details on the company’s upcoming Q2 2026 earning results page for the latest details on the call scheduled for Thursday, August 6, 2026 at 5:00 PM ET.

Twilio (NYSE:TWLO) last released its quarterly earnings results on Thursday, April 30th. The technology company reported $1.50 EPS for the quarter, beating analysts’ consensus estimates of $1.27 by $0.23. Twilio had a return on equity of 4.64% and a net margin of 1.96%.The firm had revenue of $1.41 billion for the quarter, compared to analyst estimates of $1.34 billion. During the same quarter in the previous year, the company posted $1.14 EPS. The business’s revenue was up 20.0% on a year-over-year basis. On average, analysts expect Twilio to post $3 EPS for the current fiscal year and $4 EPS for the next fiscal year.

Twilio Price Performance

Shares of TWLO opened at $188.03 on Thursday. Twilio has a 1 year low of $91.84 and a 1 year high of $238.48. 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 company has a market capitalization of $28.54 billion, a price-to-earnings ratio of 293.81, a price-to-earnings-growth ratio of 3.87 and a beta of 1.36. The business has a 50-day moving average of $201.76 and a 200-day moving average of $158.18.

Insider Activity at Twilio

In other news, CFO Aidan Viggiano sold 9,093 shares of the firm’s stock in a transaction dated Tuesday, June 30th. The stock was 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 directly owned 118,252 shares in the company, valued at $23,798,215. This trade represents a 7.14% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Erika Rottenberg sold 2,000 shares of the business’s stock in a transaction dated Monday, June 1st. The shares were sold at an average price of $199.01, for a total value of $398,020.00. Following the completion of the sale, the director directly owned 30,995 shares of the company’s stock, valued at $6,168,314.95. The trade was a 6.06% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 1,803,980 shares of company stock worth $341,898,467 over the last three months. 0.21% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Twilio

A number of hedge funds have recently added to or reduced their stakes in the company. Compound Planning Inc. increased its holdings in shares of Twilio by 10.0% during the fourth quarter. Compound Planning Inc. now owns 7,861 shares of the technology company’s stock valued at $1,118,000 after acquiring an additional 716 shares in the last quarter. Invesco Ltd. raised its position in shares of Twilio by 56.9% during the fourth quarter. Invesco Ltd. now owns 3,151,546 shares of the technology company’s stock worth $448,276,000 after purchasing an additional 1,142,309 shares during the period. Corient Private Wealth LLC lifted its holdings in shares of Twilio by 317.3% in the 4th quarter. Corient Private Wealth LLC now owns 61,219 shares of the technology company’s stock worth $8,708,000 after purchasing an additional 46,549 shares in the last quarter. Mercer Global Advisors Inc. ADV lifted its holdings in shares of Twilio by 53.3% in the 4th quarter. Mercer Global Advisors Inc. ADV now owns 13,448 shares of the technology company’s stock worth $1,913,000 after purchasing an additional 4,678 shares in the last quarter. Finally, Vident Advisory LLC grew its position in Twilio by 22.4% in the 4th quarter. Vident Advisory LLC now owns 56,024 shares of the technology company’s stock valued at $7,969,000 after purchasing an additional 10,250 shares during the period. Institutional investors and hedge funds own 84.27% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research firms have weighed in on TWLO. TD Cowen increased their target price on shares of Twilio from $210.00 to $245.00 and gave the company a “buy” rating in a research report on Friday, July 17th. Piper Sandler boosted their price target on shares of Twilio from $130.00 to $192.00 and gave the stock a “neutral” rating in a research report on Friday, May 1st. Citigroup reaffirmed an “outperform” rating on shares of Twilio in a research note on Monday, July 20th. Wells Fargo & Company increased their price objective on shares of Twilio from $200.00 to $225.00 and gave the stock an “overweight” rating in a research report on Monday, July 20th. Finally, KGI Securities started coverage on shares of Twilio in a research note on Thursday, July 2nd. They set an “outperform” rating and a $250.00 target price for the company. Four analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, Twilio has an average rating of “Buy” and a consensus price target of $220.59.

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.