LoadingLoadingLoadingNet selling: insiders sold $135.7M and bought $0 on the open market in 90 days (SEC Form 4). Congress: net buying of $1K to $15K in 180 days.
Analyst target and ratings are on paid plans
See the 12-month consensus target and the buy/hold/sell rating split.
Unlock the full resultsEach bar is 100% of that source’s money. The notch marks an even split.
Lean is the direction of the latest moves. Descriptive, not advice.
Buys/Adds (2)
Durable Capital
$380.9M
bought
Josh Resnick
$364.6M
added
Sells/Trims (1)
Citadel
$239.2M
trimmed
Buys (1)
No tracked top-trader positions in TWLO as of Oct 21, 19:23 UTC.
Hyperliquid positioning - not every stock is covered
Last report
Aug 6, 2026
Financial period
Q2 2026
Earnings per share
$1.32 expected
Revenue
$1.43B expected
Q3 2026 guidance
$1.50B to $1.51B
$1.46B expected+3.2%at the midpoint
Estimates as of Oct 21, 2026
EPS expected
$1.41 to $1.55
Revenue expected
24 analysts
Last 30 days
Analysts raising estimates
| Period ending | Reported | EPS / estimate | EPS surprise | Revenue / income | Surprise |
|---|---|---|---|---|---|
| Jun 30, 2026 | Aug 6, 2026 | $1.47 / $1.32Yahoo Finance | +11.06% beat | $1.50B $1.43B expected | +4.82% beat |
| Mar 31, 2026 | Apr 30, 2026 | $1.50 / $1.27Yahoo Finance | +18.02% beat | $1.41B No estimate | Unavailable |
| Dec 31, 2025 | Feb 12, 2026 | $1.33 / $1.23Yahoo Finance | +8.15% beat | $1.37B No estimate | Unavailable |
| Sep 30, 2025 | Oct 30, 2025 | $1.25 / $1.07Yahoo Finance | +16.99% beat | $1.30B No estimate | Unavailable |
| Jun 30, 2025 | Aug 7, 2025 | $0.42 / $0.33Alpha Vantage | +27.27% beat | $1.23B No estimate | Unavailable |
| Mar 31, 2025 | May 1, 2025 | $1.14 / $0.96Alpha Vantage | +18.75% beat | $1.17B No estimate | Unavailable |
| Dec 31, 2024 | Feb 13, 2025 | $1.00 / $1.03Alpha Vantage | -2.91% miss | $1.19B No estimate | Unavailable |
| Sep 30, 2024 | Oct 30, 2024 | $1.02 / $0.86Alpha Vantage | +18.60% beat | $1.13B No estimate | Unavailable |
EPS uses Yahoo Finance where available, then Alpha Vantage or verified release comparisons. Revenue and income use company releases, SEC filings, Alpha Vantage or Yahoo Finance. Non-USD revenue carries its currency code. Comparisons require a paired release estimate.
| USD | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|
| What came in | ||||
| Revenue | $1.30B | $1.37B | $1.41B | $1.50B |
| Cost of what it sold | $668.3M | $703.6M | $722.7M | $773.2M |
| Gross profit | $632.1M | $662.4M | $684.2M | $725.9M |
| What it spent | ||||
| Research and development | $262.3M | $260.1M | $262.2M | $273.3M |
| Sales and admin | $108.2M | $108.9M | $102.5M | $118.4M |
| Other operating costs | $220.6M | $219.8M | $211.9M | $249.6M |
| Total operating expenses | $591.1M | $588.7M | $576.6M | $641.3M |
| What was left | ||||
| Operating profit | $40.9M | $73.7M | $107.7M | $84.5M |
| Profit before tax | $32.7M | -$37.8M | $102.2M | $75.5M |
| Tax | -$4.6M | $8.1M | $12.1M | -$991.7M |
| Net profit | $37.2M | -$45.9M | $90.1M | $1.07B |
| EBITDA | $81.2M | $9.8M | $136.4M | $107.2M |
This stock's price action is mixed.
Trend
Mixed
45 / 100
RSI 14
20D volatility
52-week range
20D support
20D resistance
Returns
Price vs moving averages
Volume pace
Coverage is bearish
A prearranged trading plan governs Twilio (TWLO) CEO’s sale of 14,442 shares
Leans bearishOct 7What's Going On With Twilio Stock Tuesday?
Leans bearishOct 7
