Twilio (TWLO) Expected to Announce Earnings on Thursday

Twilio (NYSE:TWLO) is projected to announce its Q1 2026 results after the market closes on Thursday, April 30th. Analysts expect the company to announce earnings of $1.26 per share and revenue of $1.3432 billion for the quarter. Twilio has set its Q1 2026 guidance at 1.210-1.260 EPS. Investors can check the company’s upcoming Q1 2026 earning summary page for the latest details on the call scheduled for Thursday, April 30, 2026 at 5:00 PM ET.

Twilio (NYSE:TWLO) last posted its quarterly earnings data on Thursday, February 12th. The technology company reported $1.33 EPS for the quarter, beating analysts’ consensus estimates of $1.24 by $0.09. The company had revenue of $1.37 billion for the quarter, compared to analyst estimates of $1.32 billion. Twilio had a net margin of 0.67% and a return on equity of 3.93%. Twilio’s quarterly revenue was up 14.3% on a year-over-year basis. During the same period in the previous year, the business posted $1.00 earnings per share. On average, analysts expect Twilio to post $2 EPS for the current fiscal year and $3 EPS for the next fiscal year.

Twilio Trading Up 3.3%

NYSE TWLO opened at $150.08 on Thursday. The company has a debt-to-equity ratio of 0.13, a quick ratio of 4.03 and a current ratio of 4.03. The firm has a market cap of $22.74 billion, a PE ratio of 789.94, a P/E/G ratio of 5.96 and a beta of 1.28. Twilio has a one year low of $86.81 and a one year high of $154.64. The firm’s fifty day moving average is $124.81 and its two-hundred day moving average is $125.09.

Insider Activity

In other Twilio news, CEO Khozema Shipchandler sold 15,715 shares of the company’s stock in a transaction dated Monday, April 6th. The shares were sold at an average price of $133.39, for a total value of $2,096,223.85. Following the sale, the chief executive officer owned 235,542 shares of the company’s stock, valued at $31,418,947.38. This represents a 6.25% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Aidan Viggiano sold 9,389 shares of the company’s stock in a transaction dated Thursday, April 2nd. The shares were sold at an average price of $127.51, for a total transaction of $1,197,191.39. Following the completion of the sale, the chief financial officer directly owned 130,341 shares in the company, valued at $16,619,780.91. This trade represents a 6.72% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 47,788 shares of company stock worth $6,068,408 over the last 90 days. 0.21% of the stock is currently owned by company insiders.

Institutional Trading of Twilio

Several institutional investors and hedge funds have recently modified their holdings of the business. Compound Planning Inc. lifted its holdings in shares of Twilio by 10.0% in the fourth quarter. Compound Planning Inc. now owns 7,861 shares of the technology company’s stock valued at $1,118,000 after purchasing an additional 716 shares in the last quarter. Invesco Ltd. lifted its holdings in shares of Twilio by 56.9% in the fourth quarter. Invesco Ltd. now owns 3,151,546 shares of the technology company’s stock valued at $448,276,000 after purchasing an additional 1,142,309 shares in the last quarter. Corient Private Wealth LLC lifted its holdings in shares of Twilio by 317.3% in the fourth quarter. Corient Private Wealth LLC now owns 61,219 shares of the technology company’s stock valued at $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 fourth quarter. Mercer Global Advisors Inc. ADV now owns 13,448 shares of the technology company’s stock valued at $1,913,000 after purchasing an additional 4,678 shares in the last quarter. Finally, Vident Advisory LLC lifted its holdings in shares of Twilio by 22.4% in the fourth 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 in the last quarter. Hedge funds and other institutional investors own 84.27% of the company’s stock.

Analyst Ratings Changes

Several brokerages have recently weighed in on TWLO. Argus raised shares of Twilio to a “strong-buy” rating in a report on Thursday, February 19th. Bank of America raised shares of Twilio from an “underperform” rating to a “buy” rating and lifted their target price for the company from $110.00 to $190.00 in a report on Wednesday. Oppenheimer reaffirmed an “outperform” rating and issued a $170.00 target price on shares of Twilio in a report on Monday, January 5th. Piper Sandler reaffirmed a “neutral” rating and issued a $130.00 target price (down from $148.00) on shares of Twilio in a report on Friday, February 13th. Finally, Citigroup reaffirmed a “market perform” rating on shares of Twilio in a report on Tuesday, December 30th. Two investment analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating, four have given a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $150.87.

Twilio Company Profile

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.