Nama's AI scorecard currently rates Twilio Buy (6.8 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.

What is TWLO's P/E ratio?

Twilio trades at a trailing price-to-earnings ratio of 34.0.

When does TWLO report earnings?

Twilio's next scheduled report is on Feb 11, 2027. Analysts expect EPS of $1.54.

What is the TWLO price target?

The median analyst price target from 29 analysts is $270.00, with a range of $165.00 – $325.00.

Is TWLO Shariah compliant?

Nama's AAOIFI-style screen reads Twilio as Shariah Compliant. Passes our debt, cash and income screen; not a scholar's ruling.

Nama Insights

Twilio (TWLO)

Technology · Software Infrastructure · NYSE

S&P 500

Twilio (TWLO) is a Technology company in the Software Infrastructure industry. It has a market capitalization of $31.26B, a trailing price-to-earnings ratio of 34.0 and a free-cash-flow yield of 2.9%. Over the most recent reported fiscal year, revenue grew 13.7% and free cash flow per share grew 49.3%. Nama's AI scorecard rates it Buy, 6.8 out of 10. On 12-month momentum it ranks in the leading band of its market.

AI scorecard

Buy · 6.8/10

Positive, at the low end of Buy. As of Nov 7, 2026.

Momentum

Leading · +114.2% over 12 months ex. last

Top 20% of its market on the past year's steady rise.

Shariah screen

Shariah Compliant

Passes our debt, cash and income screen; not a scholar's ruling.

Off its high

-36.3%

How far the last close sits under the highest price of the past five years.

Market cap	$31.26B
Trailing P/E	34.0
Price / book	3.5
Price / sales	5.3
FCF yield	2.9%
Dividend yield	—
Gross margin	48.5%
Operating margin	6.1%
Net margin	20.6%
Revenue growth (YoY)	+13.7%
Revenue growth (3-yr annual)	+9.8%
EPS growth (YoY)	+33.1%
FCF/share growth (YoY)	+49.3%
Beta	1.4
Exchange	NYSE
Sector	Technology
Industry	Software Infrastructure

TWLO earnings

Next report: Feb 11, 2027 (Q4 2026, EPS estimate $1.54). Beat the EPS estimate in 4 of 4 recent quarters.

Quarter	Reported	EPS	Estimate	Surprise	Revenue
Q3 2026	Oct 29, 2026	$1.65	$1.47	+12.2%	$1.56B
Q2 2026	Aug 6, 2026	$1.47	$1.32	+11.4%	$1.50B
Q1 2026	Apr 30, 2026	$1.50	$1.27	+18.1%	$1.41B
Q4 2025	Feb 12, 2026	$1.33	$1.23	+8.1%	$1.37B

TWLO analyst price target

Median target $270.00 from 29 analysts, ranging $165.00 – $325.00.

Software Infrastructure peers

Ticker	Company	Market cap	P/E
MSFT	Microsoft	$3.94T	29.4
PLTR	Palantir Technologies	$386.44B	112.2
ORCL	Oracle	$361.97B	14.4
PANW	Palo Alto Networks	$256.86B	81.9
CRWD	CrowdStrike	$222.09B	195.4
NET	Cloudflare	$95.70B	224.0
FTNT	Fortinet	$87.31B	34.5
SNPS	Synopsys	$86.32B	32.3

Explore live TWLO data on Nama Insights →

Recent Congressional trades

Twilio trades disclosed by members of the US House and Senate under the STOCK Act. See the full Congress trades board →

Member	Chamber	Trade	Amount	Disclosed
Josh Gottheimer	House	Buy	$1,001 - $15,000	Jun 3, 2026
Josh Gottheimer	House	Sell	$1,001 - $15,000	May 14, 2025
Rob Bresnahan	House	Buy	$1,001 - $15,000	Mar 27, 2025
Rob Bresnahan	House	Buy	$1,001 - $15,000	Mar 27, 2025
Josh Gottheimer	House	Buy	$1,001 - $15,000	Mar 6, 2025
Josh Gottheimer	House	Buy	$1,001 - $15,000	Feb 10, 2025
Morgan McGarvey	House	Sell	$1,001 - $15,000	Sep 26, 2023

TWLO FAQ

Is TWLO a buy?: Nama's AI scorecard currently rates Twilio Buy (6.8 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is TWLO's P/E ratio?: Twilio trades at a trailing price-to-earnings ratio of 34.0.
When does TWLO report earnings?: Twilio's next scheduled report is on Feb 11, 2027. Analysts expect EPS of $1.54.
What is the TWLO price target?: The median analyst price target from 29 analysts is $270.00, with a range of $165.00 – $325.00.
Is TWLO Shariah compliant?: Nama's AAOIFI-style screen reads Twilio as Shariah Compliant. Passes our debt, cash and income screen; not a scholar's ruling.