Twilio shares jump after Q1 results show reaccelerating growth and higher 2026 outlook

Twilio Inc. (TWLO) is up 21.5% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to Twilio’s first-quarter 2026 earnings release, which showed faster revenue growth and stronger profitability than investors were braced for, alongside a raised full-year 2026 outlook. Guidance upgrades for operating income and free cash flow likely reinforced confidence that Twilio’s efficiency efforts are translating into durable earnings power.

Details:

Twilio reported Q1 2026 revenue of about $1.41 billion, up 20% year over year (16% organic), alongside GAAP operating income of about $108 million.

Management initiated Q2 2026 guidance that implied mid-teens reported revenue growth and non-GAAP operating income of roughly $250–$260 million.

Twilio raised its full-year 2026 growth outlook and lifted its full-year non-GAAP operating income and free cash flow ranges to roughly $1.08–$1.10 billion.

The company also disclosed roughly $253 million of share repurchases during Q1 2026 under its existing authorization, which can add support to the stock after strong results.

Sources:

SEC, StreetInsider, Twilio Investor Relations

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$TWLO Insider Trading Activity

$TWLO insiders have traded $TWLO stock on the open market 29 times in the past 6 months. Of those trades, 0 have been purchases and 29 have been sales.

Here’s a breakdown of recent trading of $TWLO stock by insiders over the last 6 months:

ANDREW STAFMAN sold 1,000,000 shares for an estimated $129,000,000
KHOZEMA SHIPCHANDLER (Chief Executive Officer) has made 0 purchases and 12 sales selling 54,941 shares for an estimated $7,339,256.
AIDAN VIGGIANO (Chief Financial Officer) has made 0 purchases and 14 sales selling 28,722 shares for an estimated $3,655,119.
ERIKA ROTTENBERG has made 0 purchases and 2 sales selling 1,800 shares for an estimated $268,238.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.

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$TWLO Hedge Fund Activity

We have seen 403 institutional investors add shares of $TWLO stock to their portfolio, and 389 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 4,851,279 shares (-73.7%) from their portfolio in Q4 2025, for an estimated $690,045,924
ALYESKA INVESTMENT GROUP, L.P. removed 2,331,511 shares (-88.2%) from their portfolio in Q4 2025, for an estimated $331,634,124
FMR LLC added 2,323,461 shares (+27.8%) to their portfolio in Q4 2025, for an estimated $330,489,092
JERICHO CAPITAL ASSET MANAGEMENT L.P. removed 1,970,978 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $280,351,910
SRS INVESTMENT MANAGEMENT, LLC added 1,810,278 shares (+inf%) to their portfolio in Q4 2025, for an estimated $257,493,942
JPMORGAN CHASE & CO removed 1,784,318 shares (-16.3%) from their portfolio in Q4 2025, for an estimated $253,801,392
CITADEL ADVISORS LLC added 1,523,932 shares (+365.7%) to their portfolio in Q4 2025, for an estimated $216,764,087

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.

$TWLO Analyst Ratings

Wall Street analysts have issued reports on $TWLO in the last several months. We have seen 3 firms issue buy ratings on the stock, and 1 firms issue sell ratings.

Here are some recent analyst ratings:

BTIG issued a "Buy" rating on 02/13/2026
Morgan Stanley issued a "Overweight" rating on 01/15/2026
RBC Capital issued a "Underperform" rating on 01/05/2026
Citizens issued a "Market Outperform" rating on 12/30/2025

To track analyst ratings and price targets for $TWLO, check out Quiver Quantitative's $TWLO forecast page.

$TWLO Price Targets

Multiple analysts have issued price targets for $TWLO recently. We have seen 11 analysts offer price targets for $TWLO in the last 6 months, with a median target of $169.0.

Here are some recent targets:

Nick Altmann from BTIG set a target price of $175.0 on 04/28/2026
Taylor McGinnis from UBS set a target price of $180.0 on 04/24/2026
Koji Ikeda from B of A Securities set a target price of $190.0 on 04/22/2026
Siti Panigrahi from Mizuho set a target price of $165.0 on 04/21/2026
Samad Samana from Jefferies set a target price of $160.0 on 04/06/2026
Derrick Wood from TD Cowen set a target price of $160.0 on 03/02/2026
Catharine Trebnick from Rosenblatt set a target price of $180.0 on 02/13/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.