AlphaYou
Overview
Key stats
Fundamentals Sep 10- Open
- $226.65
- 52-wk high
- $258.35
- High
- $231.98
- 52-wk low
- $98.44
- Low
- $225.00
- Prev close
- $225.89
- Mkt cap
- $34.89B
- P/E
- 31.2x
- Volume
- 1.45M
- Fwd P/E
- 33.9x
- Beta
- 1.41
- P/S
- 6.3x
- P/B
- 3.9x
- Profit margin
- +20.6%
- Op margin
- +7.8%
- ROE
- +13.5%
What do analysts expect?
Analyst target and ratings are on paid plans
See the 12-month consensus target and the buy/hold/sell rating split.
Unlock the full resultsSmart money
8 funds hold a position and insiders have been net selling.
What funds are doing
Earnings
Earnings came in 22.0% above what analysts expected.
Earnings per share
$0.59 expected
Revenue
$1.43B expected
Company adjusted EPS
From the company's release
The company and the analyst consensus count earnings differently, so the two figures differ. The comparison above uses the analyst basis.
GAAP EPS was $6.68 and adjusted EPS was $1.47. The adjusted figure is comparable to consensus.
Q3 2026 guidance
$1.50B to $1.51B
$1.46B expected+3.2%at the midpoint
Reports Oct 29, 2026, in 49 days
EPS expected
$1.41 to $1.55
Revenue expected
24 analysts
Last 30 days
Analysts raising estimates
Estimate drift
Change in 30 days
What the company said
Financials
What it sold, what it cost, what was left.
| 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 | $139.2M |
Technicals
Price structure
This stock is trending upward.
Trend
Constructive
60 / 100
RSI 14
20D volatility
52-week range
20D support
20D resistance
Returns
Price vs moving averages
Volume pace
News
What the news says
Coverage is bullish
Tone of tracked coverage
Twilio (NYSE:TWLO) - Stock Analysis
Leans bullishAug 30
Macro
34 macro signals shaping TWLO right now
Unlock sector rotation, regime shifts, and macro event windows tied to this stock.
Unlock the full results