Techdamentals

Twilio Inc. (TWLO) intrinsic value

What the stock is worth, per share, from four methods, against today's price. Technology.
$219.48 OVERVALUED
17.5% above the $186.84 the four methods put it at
Model estimate: $94.58Model estimate: $117.81Model estimate: $217.39Model estimate: $220.52 $219.48 $168.16 $205.52
This range was worked out on November 12, 2026 from the company's reported numbers. The price is live, and the verdict compares today's price with that range.

See the full TWLO analysis, free

See TWLO's full analysis, free →

This page is the headline. Sign up free and the IV Calculator opens the whole TWLO analysis, the business side, including why it reads as expensive:

The same free account also opens:

Not TWLO? Type the stock you actually care about and you get the same analysis for it.

3 full analyses and 3 chart reads on ReadR, over 7 daysNo cardOne free account covers both apps
Own TWLO? It trades above the fair-value range today. You’ll get an email if it falls back into it. Watch TWLO →

TWLO’s latest earningsTwilio Inc.

Latest report: July to September 2026 (quarter ended Sep 30, 2026), reported Oct 29, 2026 after the close.

Earnings per share
$1.65Beat
$1.47 expected
Stock after report
−15.2%
S&P 500 −1.8%
Next report
Oct 29, 2026
expected date

Reported, not read yet. The company reported July to September 2026 results (quarter ended Sep 30, 2026) on Oct 29, 2026, after the close. The reading of its filing usually appears by the next morning. Until then the figures here are the ones already published.

July to September 2026, in numbers
Earnings per share
$1.65, above the $1.47 analysts expected.
Revenue
$1.6 billion, up 20% from a year ago and up 4% from the quarter before.
Profit
$161 million. It keeps 10¢ of every sales dollar as profit, up from 3¢ a year ago.

From the company's quarterly statements through Sep 30, 2026.

The full read in the IV Calculator adds what the filing said that the headlines skipped, margins and cash for the quarter, how each part of the business did, and how TWLO moved after its last eight reports.

See TWLO’s full earnings read, free →
Educational tool, not investment advice. These are automated estimates from third-party data, impersonal and not tailored to anyone's situation. Data can be inaccurate and model assumptions can be wrong. We are not a registered investment adviser or broker-dealer. Always do your own research. See our methodology and terms.