Twilio (NYSE:TWLO) Issues Q1 2026 Earnings Guidance

Twilio (NYSE:TWLO) updated its first quarter 2026 earnings guidance on Thursday. 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.

Analyst Upgrades and Downgrades

Several brokerages recently commented on TWLO. UBS Group boosted their price target on Twilio from $135.00 to $150.00 and gave the company a “buy” rating in a research note on Friday, October 31st. BTIG Research started coverage on Twilio in a report on Monday, January 5th. They set a “buy” rating and a $165.00 price objective for the company. Rosenblatt Securities boosted their target price on shares of Twilio from $140.00 to $180.00 and gave the company a “buy” rating in a research note on Wednesday, January 7th. Citigroup reaffirmed a “market perform” rating on shares of Twilio in a report on Tuesday, December 30th. Finally, Mizuho set a $150.00 price target on shares of Twilio in a report on Monday, December 15th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, eight have assigned a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $146.44.

Twilio Stock Down 0.2%

Shares of TWLO traded down $0.21 on Thursday, reaching $110.23. The stock had a trading volume of 5,003,004 shares, compared to its average volume of 2,744,835. The company has a debt-to-equity ratio of 0.13, a quick ratio of 4.68 and a current ratio of 4.68. Twilio has a 12-month low of $77.51 and a 12-month high of $147.42. The firm has a market capitalization of $16.91 billion, a price-to-earnings ratio of 268.86, a price-to-earnings-growth ratio of 2.32 and a beta of 1.32. The company has a 50-day simple moving average of $130.00 and a 200-day simple moving average of $119.16.

Twilio (NYSE:TWLO) last announced its earnings results on Thursday, February 12th. The technology company reported $1.33 earnings per share for the quarter, beating analysts’ consensus estimates of $1.24 by $0.09. Twilio had a net margin of 1.37% and a return on equity of 3.36%. During the same quarter in the prior year, the business earned $1.00 earnings per share. The firm’s revenue was up 14.3% compared to the same quarter last year. Twilio has set its Q1 2026 guidance at 1.210-1.260 EPS. Sell-side analysts predict that Twilio will post 1.44 EPS for the current year.

Insider Activity 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 value of $1,790,758.08. Following the completion of the sale, the chief executive officer directly owned 193,781 shares in the company, valued at $26,020,912.68. This represents a 6.44% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this link. Also, CFO Aidan Viggiano sold 7,213 shares of the firm’s stock in a transaction that occurred on Monday, January 5th. The stock was sold at an average price of $135.97, for a total transaction of $980,751.61. Following the sale, the chief financial officer owned 112,236 shares in the company, valued at approximately $15,260,728.92. The trade was a 6.04% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 1,043,438 shares of company stock valued at $135,022,770 over the last ninety days. Insiders own 0.21% of the company’s stock.

Institutional Trading of Twilio

Hedge funds have recently modified their holdings of the company. Brighton Jones LLC lifted its holdings in shares of Twilio by 6.6% in the 4th quarter. Brighton Jones LLC now owns 10,051 shares of the technology company’s stock worth $1,086,000 after acquiring an additional 623 shares during the last quarter. Sivia Capital Partners LLC bought a new stake in Twilio in the second quarter worth about $251,000. Daiwa Securities Group Inc. boosted its position in shares of Twilio by 70.6% during the second quarter. Daiwa Securities Group Inc. now owns 24,653 shares of the technology company’s stock valued at $3,066,000 after buying an additional 10,200 shares during the period. NewEdge Advisors LLC grew its stake in shares of Twilio by 46.9% during the second quarter. NewEdge Advisors LLC now owns 5,770 shares of the technology company’s stock valued at $718,000 after buying an additional 1,841 shares during the last quarter. Finally, Sei Investments Co. raised its holdings in shares of Twilio by 55.1% in the second quarter. Sei Investments Co. now owns 90,128 shares of the technology company’s stock worth $11,208,000 after buying an additional 32,027 shares during the period. 84.27% of the stock is owned by hedge funds and other institutional investors.

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.