Twilio（TWLO）株式概要
Twilio Inc.は、その子会社とともに、顧客エンゲージメント・プラットフォーム・ソリューションを米国内外で提供している。 詳細
TWLO Community Fair Values
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Analyst Price Targets
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Twilio Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$204.69 |
| 52週高値 | US$238.48 |
| 52週安値 | US$91.84 |
| ベータ | 1.38 |
| 1ヶ月の変化 | 1.48% |
| 3ヶ月変化 | 61.58% |
| 1年変化 | 71.82% |
| 3年間の変化 | 206.61% |
| 5年間の変化 | -38.99% |
| IPOからの変化 | 610.98% |
最新ニュース
ナラティブの更新 • Jun 03
TWLO: Lofty AI Expectations Will Test Sustained Console Execution Risk
The updated Twilio narrative lifts the fair value estimate from $104.90 to $134.44, reflecting a higher implied future P/E of 64.94 and a lower discount rate. Analysts point to accelerating gross profit dollar growth and growing confidence in the integrated Twilio Console as key supports for higher Street price targets that have moved toward $235.Seeking Alpha • Jun 02
Twilio: Why The Steep AI Premium Isn't Justified (Rating Downgrade)
Summary Twilio (TWLO) has delivered accelerating growth and profitability, driven by AI adoption, but now trades at a significant premium to software peers. TWLO posted 20% YoY revenue growth, 50% gross margins, and 200 bps non-GAAP margin expansion, with management raising full-year growth guidance to 15%. Despite strong results, TWLO's valuation—33x this year’s earnings and 11x 2033e earnings—appears unjustified relative to peers with similar or better growth. I downgrade TWLO to a sell rating, citing lack of margin of safety and risk of multiple compression as AI-driven growth may prove cyclical. Read the full article on Seeking AlphaRecent updates
ナラティブの更新 • Jun 03
TWLO: Lofty AI Expectations Will Test Sustained Console Execution Risk
The updated Twilio narrative lifts the fair value estimate from $104.90 to $134.44, reflecting a higher implied future P/E of 64.94 and a lower discount rate. Analysts point to accelerating gross profit dollar growth and growing confidence in the integrated Twilio Console as key supports for higher Street price targets that have moved toward $235.Seeking Alpha • Jun 02
Twilio: Why The Steep AI Premium Isn't Justified (Rating Downgrade)
Summary Twilio (TWLO) has delivered accelerating growth and profitability, driven by AI adoption, but now trades at a significant premium to software peers. TWLO posted 20% YoY revenue growth, 50% gross margins, and 200 bps non-GAAP margin expansion, with management raising full-year growth guidance to 15%. Despite strong results, TWLO's valuation—33x this year’s earnings and 11x 2033e earnings—appears unjustified relative to peers with similar or better growth. I downgrade TWLO to a sell rating, citing lack of margin of safety and risk of multiple compression as AI-driven growth may prove cyclical. Read the full article on Seeking Alpha
ナラティブの更新 • May 14
TWLO: AI Engagement And Enterprise Voice Adoption Will Shape Future Upside Narrative
Twilio's updated analyst fair value moves from $185.00 to $250.00. This reflects analysts' use of a slightly lower discount rate, higher projected revenue growth and profit margins, and a higher assumed future P/E multiple following a broad wave of recent price target increases and upgrades across the Street.分析記事 • May 08
The Strong Earnings Posted By Twilio (NYSE:TWLO) Are A Good Indication Of The Strength Of The Business
Twilio Inc. ( NYSE:TWLO ) recently posted some strong earnings, and the market responded positively. We have done some...ナラティブの更新 • Apr 30
TWLO: AI Engagement Promise Will Face Ongoing Execution And Profitability Risks
The analyst price target for Twilio has moved higher to reflect a fair value shift from $100.00 to about $104.90, as analysts cite increased targets from several firms and a stronger long-term role for Twilio in AI-driven customer engagement across messaging, voice, and identity. Analyst Commentary Recent Street research around Twilio has been active on both sides, with several firms lifting price targets and issuing upgrades, while others have trimmed targets or taken a more cautious tone on execution and growth expectations.ナラティブの更新 • Apr 15
TWLO: AI Engagement And Enterprise Voice Adoption Will Drive Future Upside
Twilio's updated analyst price target has edged up to about $185, with analysts pointing to slightly stronger long term growth and margin assumptions, supported by recent upgrades highlighting its role in AI driven customer engagement. Analyst Commentary Recent research points to a more constructive tone around Twilio, with several bullish analysts highlighting the company’s role in AI driven customer engagement and its potential to move further up the technology stack.ナラティブの更新 • Apr 01
TWLO: AI Agents And Enterprise Voice Are Expected To Drive Upside
Twilio's updated analyst price target is effectively unchanged at about $185, as analysts balance more cautious P/E and fair value inputs with optimism around AI agent adoption, enterprise voice traction, and the company's role in AI-driven customer engagement. Analyst Commentary Bullish analysts are highlighting Twilio's role in AI driven customer engagement, with several research notes pointing to the company as an important software provider for messaging and voice, and as a platform that can support AI orchestration and identity services.ナラティブの更新 • Mar 18
TWLO: AI Engagement And Orchestration Are Expected To Drive Future Upside
Analysts are maintaining a fair value estimate of $185.00 for Twilio, with only slight tweaks to growth, margin and discount rate assumptions. Recent price target changes on the Street reflect differing views on how quickly AI use cases and enterprise adoption could influence the story.ナラティブの更新 • Mar 04
TWLO: AI Engagement And Margin Progress Are Expected To Drive Future Upside
Our updated narrative trims Twilio's fair value estimate to $185 from $194.38, reflecting a mix of lower modeled future P/E and a slightly higher discount rate, even as analysts highlight AI related demand, stronger organic growth, and expanding margins as key supports for the story and recent price target revisions around the $155 to $160 range. Analyst Commentary Recent Street research on Twilio has leaned constructive, with several bullish analysts highlighting AI exposure, execution on organic growth, and margin progress as key supports for current valuations and updated price targets in the mid US$150 range.
ナラティブの更新 • Feb 18
TWLO: Future Performance Will Reflect Strengthening Organic Growth And Execution Confidence
The updated analyst price target for Twilio is now about $5 higher than before, as analysts factor in recent research that highlights strong Q4 execution, improving organic growth expectations, and a more balanced view on long term profitability and valuation multiples. Analyst Commentary Recent research on Twilio reflects a mix of optimism about execution and growth, alongside more conservative adjustments to valuation targets.ナラティブの更新 • Feb 04
TWLO: Fair Outlook Balances Raised Expectations With Execution And Conviction Risks
Analysts have lifted their fair value estimate for Twilio to US$100.00 from US$85.91, citing updated assumptions for revenue growth, profit margins, and a slightly lower future P/E multiple, even as some firms adjust their conviction lists around the name. Analyst Commentary The latest research around Twilio reflects a mix of optimism on long term fundamentals and pockets of caution on execution and valuation.ナラティブの更新 • Jan 21
TWLO: Improved Execution And Partnerships Are Expected To Support Stronger Future Returns
Twilio's updated fair value estimate has inched up to US$194.38 from US$192.44 as analysts incorporate slightly higher long term growth and margin assumptions, reflected in recent price target increases and more constructive post earnings commentary. Analyst Commentary Bullish analysts are framing the recent fair value move in the context of a more constructive view on Twilio's execution and longer term growth path, citing recent price target changes and post earnings commentary.ナラティブの更新 • Jan 06
TWLO: Improved Execution And Communication Will Support Stronger Future Share Performance
Analysts have lifted their implied fair value estimate for Twilio from about US$175 to roughly US$192, reflecting updated assumptions on growth, margins and future P/E, and pointing to recent Street research that describes the company as "sounding better than expected" following its latest earnings report. Analyst Commentary JPMorgan lifted its price target on Twilio shares from US$140 to US$145 after the latest earnings update, while maintaining an Overweight stance and describing the company as "sounding better than expected." This move sits alongside broader bullish analyst commentary that is increasingly focused on how execution and profitability assumptions tie back to fair value.分析記事 • Jan 05
Twilio (NYSE:TWLO) Is Doing The Right Things To Multiply Its Share Price
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...ナラティブの更新 • Dec 14
TWLO: Voice AI And RCS Momentum Will Drive Stronger Share Performance
Analysts modestly raised their Twilio fair value estimate to $175 from $170, citing improving post earnings sentiment, a supportive revenue outlook driven by growing voice AI and RCS infrastructure demand, and resilient profitability expectations despite a slightly higher discount rate. Analyst Commentary Bullish analysts highlighted that the latest earnings update reinforced confidence in Twilio's execution, prompting upward revisions to price targets and reaffirmation of positive ratings.ナラティブの更新 • Nov 30
TWLO: Future Performance Will Reflect Rising Confidence in Voice AI Momentum
Analysts have raised their price target for Twilio by $5 to $145, citing improving company performance, positive AI infrastructure tailwinds, and growing confidence in Twilio's ability to sustain profitable growth. Analyst Commentary Recent research updates reflect predominantly constructive sentiment toward Twilio, emphasizing improvements in performance, valuation, and prospects for growth.ナラティブの更新 • Nov 16
TWLO: Improving Earnings Outlook and Voice AI Momentum Will Shape Future Performance
Twilio's analyst price target has been raised from $135.25 to $138.04, with analysts citing the company's improving earnings outlook, growing voice AI momentum, and a stronger outlook for profitable growth as key drivers of the upward revision. Analyst Commentary Recent updates from major research firms and analysts have underscored a shift in sentiment around Twilio's performance and prospects.分析記事 • Nov 04
Subdued Growth No Barrier To Twilio Inc. (NYSE:TWLO) With Shares Advancing 32%
Twilio Inc. ( NYSE:TWLO ) shares have had a really impressive month, gaining 32% after a shaky period beforehand...ナラティブの更新 • Oct 31
TWLO: Voice AI Momentum And Free Cash Flow Will Drive Measured Gains
Analysts have raised their fair value estimate for Twilio from $130.88 to $135.25. They cite an improved company outlook following strong earnings, growing voice AI momentum, and expectations for sustained free cash flow generation.ナラティブの更新 • Sep 04
AI Communications And Global Expansion Will Unlock Emerging Markets
Analysts have reiterated their confidence in Twilio’s long-term growth, AI-driven product enhancements, and upcoming pricing tailwinds, reinforcing its sector leadership and raising growth expectations, though the consensus price target decreased marginally from $131.31 to $130.88. Analyst Commentary Increased confidence in Twilio's ability to deliver durable, double-digit growth rates.分析記事 • Aug 15
We Think Twilio's (NYSE:TWLO) Profit Is Only A Baseline For What They Can Achieve
NYSE:TWLO 1 Year Share Price vs Fair Value Explore Twilio's Fair Values from the Community and select yours Even though...分析記事 • Jul 29
Twilio Inc. (NYSE:TWLO) Shares Could Be 24% Below Their Intrinsic Value Estimate
Key Insights The projected fair value for Twilio is US$172 based on 2 Stage Free Cash Flow to Equity Twilio's US$132...分析記事 • Jul 16
These 4 Measures Indicate That Twilio (NYSE:TWLO) Is Using Debt Safely
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...分析記事 • Jun 21
Is It Too Late To Consider Buying Twilio Inc. (NYSE:TWLO)?
Let's talk about the popular Twilio Inc. ( NYSE:TWLO ). The company's shares saw a significant share price rise of 43...新しいナラティブ • May 26
Omnichannel Digital Communication And AI Integration Will Transform Global Markets
Strong adoption of AI-driven, omnichannel communications and API integration positions Twilio as essential infrastructure with expanding global reach and recurring revenue.新しいナラティブ • Apr 26
Overvalued
Lack of consistent profitability and predictable earnings.Seeking Alpha • Apr 24
Twilio Remains Interesting, But Not Attractive Enough To Buy
Summary Twilio's shares have surged 39% since September, but despite impressive growth, the company's valuation and worsening net cash position warrant maintaining a 'hold' rating. Revenue growth is driven by the Communications segment, with a 12% increase to $1.12 billion in the latest quarter, despite a slight decline in Segment operations. Profitability metrics have improved significantly, yet the company's EV to EBITDA multiple of 73.1 and heavy stock-based compensation make it less attractive. The company's net cash position has declined due to significant stock buybacks, and I believe that capital could be better utilized for growth initiatives. Read the full article on Seeking AlphaSeeking Alpha • Mar 24
Twilio: The New Age Of (GAAP) Profits
Summary Twilio has seen revenue growth accelerate to double digits and significant progress on profitability. The market may be forgetting management's ambitious medium term guidance given just in January. The company is poised to sustain GAAP profitability this year. I reiterate my buy rating for the stock. Read the full article on Seeking AlphaSeeking Alpha • Feb 24
Twilio: Further Upside Ahead As Profitability Inflection Continues
Summary Twilio has transitioned from a growth-at-any-cost model to a balanced approach that includes profitability and operational efficiency. Market leader in CPaaS; now with multiple activists on the scene and a new CEO implementing a shareholder-friendly agenda. Despite share appreciation in past year, current valuation is still attractive as free cash flow ramps to FY27. Read the full article on Seeking AlphaSeeking Alpha • Feb 18
Twilio: A Warranted Pullback (Rating Upgrade)
Summary Twilio's Q4 report showed solid improvement in key metrics, with revenue growth accelerating from previous quarters. Key metrics improved across the board, highlighted by strong customer growth and an increase in the dollar-based net expansion rate. Shares pulled back as a lack of a revenue guidance increase for 2025 led investors to sell into a tremendous recent rally. Read the full article on Seeking AlphaSeeking Alpha • Jan 29
Twilio: Time For Some Caution (Rating Downgrade)
Summary Twilio's shares have surged over 32% in five weeks, partially thanks to preliminary Q4 2024 revenues that were better than expected. The company's Investor Day outlined targets for the next three years, but rising street estimates may cap future upside guidance surprises. The new $2 billion buyback plan may not fully offset stock-based compensation, potentially increasing the share count in the near term. Read the full article on Seeking AlphaSeeking Alpha • Jan 23
Twilio: Growth Challenges Keep Me Neutral
Summary I appreciate Twilio's strong balance sheet, with 10% of its market cap in cash. I like the business’s impressive free cash flow generation, expected to nearly double in 2024. I’m cautious about the slow growth rate, which is stuck at around 10% y/y. I feel the current valuation fairly reflects the balanced risk-reward. Read the full article on Seeking Alpha株主還元
| TWLO | US IT | US 市場 | |
|---|---|---|---|
| 7D | -10.7% | -11.4% | -3.3% |
| 1Y | 71.8% | -6.1% | 22.3% |
業界別リターン: TWLO過去 1 年間で-6.1 % の収益を上げたUS IT業界を上回りました。
リターン対市場: TWLO過去 1 年間で22.3 % の収益を上げたUS市場を上回りました。
価格変動
| TWLO volatility | |
|---|---|
| TWLO Average Weekly Movement | 10.7% |
| IT Industry Average Movement | 11.4% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: TWLO 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: TWLOの 週次ボラティリティ ( 11% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2008 | 5,587 | Khozema Shipchandler | www.twilio.com |
Twilio Inc.は、その子会社とともに、顧客エンゲージメント・プラットフォーム・ソリューションを米国内外で提供している。同社は、メッセージング、音声、電子メール、ビデオ・インタラクション、デジタル・エンゲージメント・センター、マーケティング・キャンペーン、ユーザー認証およびアイデンティティ・ソリューションなど、顧客とエンドユーザー間のコミュニケーションのための様々なアプリケーション・プログラミング・インターフェースおよびソフトウェア・ソリューションを提供している。また、エンドユーザーとの直接的でパーソナライズされた関係を構築するためのソフトウェア製品も提供している。例えば、Segmentは、各顧客の旅を通して収集されたリアルタイム情報をユニークなプロファイルに統合することで、コンテキストデータのパワーを活用するためのツールを提供するプラットフォームである。Twilio Inc.は2008年に設立され、カリフォルニア州サンフランシスコに本社を置いている。
Twilio Inc. 基礎のまとめ
| TWLO 基礎統計学 | |
|---|---|
| 時価総額 | US$32.26b |
| 収益（TTM） | US$103.96m |
| 売上高(TTM) | US$5.30b |
298.8x
PER（株価収益率5.9x
P/SレシオTWLO は割高か？
公正価値と評価分析を参照収益と収入
| TWLO 損益計算書（TTM） | |
|---|---|
| 収益 | US$5.30b |
| 売上原価 | US$2.72b |
| 売上総利益 | US$2.58b |
| その他の費用 | US$2.48b |
| 収益 | US$103.96m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 0.68 |
| グロス・マージン | 48.72% |
| 純利益率 | 1.96% |
| 有利子負債／自己資本比率 | 12.8% |
TWLO の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/06/09 11:16 |
| 終値 | 2026/06/09 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Twilio Inc. 28 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。41
| アナリスト | 機関 |
|---|---|
| James Kelleher | Argus Research Company |
| William Power | Baird |
| Peter Weed | Bernstein |