Twilio surges after Q2 beat and higher 2026 outlook

Twilio (TWLO) is up 16.5% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to a strong second-quarter earnings report that came in above expectations, along with higher full-year guidance. Investors also seem encouraged by faster organic growth, record free cash flow, and stronger customer spending trends.

Details:

Twilio reported second-quarter revenue of about $1.50 billion and non-GAAP earnings per share of $1.47, both above market expectations for roughly $1.43 billion in revenue and $1.32 in EPS.

The company said revenue rose 22% year over year, with organic revenue growth of 17%, showing another step up in underlying demand.

Management raised 2026 guidance, including reported revenue growth to 18% to 18.5%, organic revenue growth to 13% to 13.5%, and non-GAAP income from operations and free cash flow to a range of $1.135 billion to $1.155 billion.

Other supportive signals included a dollar-based net expansion rate of 116%, non-GAAP operating income of about $285 million, and free cash flow of about $353 million, suggesting solid execution and improving profitability.

Sources:

Twilio, SEC, MarketBeat

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 52 times in the past 6 months. Of those trades, 0 have been purchases and 52 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 $184,140,000
KHOZEMA SHIPCHANDLER (Chief Executive Officer) has made 0 purchases and 29 sales selling 132,994 shares for an estimated $25,870,407.
AIDAN VIGGIANO (Chief Financial Officer) has made 0 purchases and 18 sales selling 40,274 shares for an estimated $6,640,984.
ERIKA ROTTENBERG has made 0 purchases and 4 sales selling 5,300 shares for an estimated $944,227.

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 insider transaction endpoint.

$TWLO Hedge Fund Activity

We have seen 452 institutional investors add shares of $TWLO stock to their portfolio, and 388 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

ALKEON CAPITAL MANAGEMENT LLC added 1,590,000 shares (+636.0%) to their portfolio in Q1 2026, for an estimated $200,053,800
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP removed 998,097 shares (-62.8%) from their portfolio in Q1 2026, for an estimated $125,580,564
DURABLE CAPITAL PARTNERS LP removed 962,089 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $121,050,037
FMR LLC added 868,672 shares (+8.1%) to their portfolio in Q1 2026, for an estimated $109,296,311
SLATE PATH CAPITAL LP removed 819,790 shares (-52.5%) from their portfolio in Q1 2026, for an estimated $103,145,977
JERICHO CAPITAL ASSET MANAGEMENT L.P. added 697,511 shares (+inf%) to their portfolio in Q1 2026, for an estimated $87,760,834
VOYA INVESTMENT MANAGEMENT LLC removed 625,002 shares (-86.6%) from their portfolio in Q1 2026, for an estimated $78,637,751

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 13F endpoint.

$TWLO Congressional Stock Trading

Members of Congress have traded $TWLO stock 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.

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

REPRESENTATIVE JOSH GOTTHEIMER purchased up to $15,000 on 05/04.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.

$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 0 firms issue sell ratings.

Here are some recent analyst ratings:

Rosenblatt issued a "Buy" rating on 05/01/2026
BTIG issued a "Buy" rating on 05/01/2026
Needham issued a "Buy" rating on 05/01/2026

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 15 analysts offer price targets for $TWLO in the last 6 months, with a median target of $210.0.

Here are some recent targets:

An analyst from KGI Securities set a target price of $250.0 on 07/02/2026
Catharine Trebnick from Rosenblatt set a target price of $230.0 on 06/18/2026
Ivan Feinseth from Tigress Financial set a target price of $255.0 on 06/11/2026
Ittai Kidron from Oppenheimer set a target price of $235.0 on 05/18/2026
Nick Altmann from BTIG set a target price of $215.0 on 05/12/2026
Joshua Reilly from Needham set a target price of $250.0 on 05/11/2026
Ryan Macwilliams from Wells Fargo set a target price of $200.0 on 05/01/2026

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.