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Twilio Inc.
$205.03▼ 15.24% today
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Why Twilio Inc. (TWLO) stock moved

Updated Oct 31, 2026

Twilio Inc. (TWLO) shares tumbled 15.2% to $205.03 as of October 31, 2026, a sharp decline from the prior close of $241.90. BestStocks flagged the session as a major change for TWLO. The move is tied to price move up. Below, we break down what changed for TWLO, why it matters for investors, how the stock reacted, and the catalysts on the calendar.

What happened

TWLO fell 15.2% to $205.03

TWLO tumbled 15.2% in its latest session, moving from $241.90 to $205.03.

Material / EarningsMedium confidence
Rel. volume
2.7×
Very High
Vs peers
—
No comparable peers
Market cap
$31.5B
New York Stock Exchange
Analyst target
$263
+28.2% vs price
Price chart
Sep 30 – Oct 30
VEFVEVVVNVV$205$253$302Sep 30Oct 8Oct 15Oct 23Oct 30
E earnings
F filing
A analyst
V/N other
click a marker to highlight
Change events — click to jump to details

What it means for Twilio Inc. investors

For Twilio Inc. investors, the recent signals add up to a strong bearish shift. Weighing against that: Material negative event; Sharp 15.2% decline — elevated risk. Wall Street's consensus price target sits at $262.88, implying +28.2% upside from $205.03. Over the past 90 days analysts logged 0 upgrades and 1 downgrade. BestStocks rates the overall signal quality medium (72/100). With earnings roughly 103 days out, the next report is the most likely near-term test of the move.

TWLO price reaction

TWLO last traded at $205.03, down $36.87 (-15.24%) from the previous close of $241.90. The session traded on 2.7× average volume (very high), so the move carried above-average conviction. Over the past month the stock has ranged between $205.03 and $301.27, and it currently sits about 0% of the way up that band.

Bullish and bearish analyst opinions on Twilio Inc. (TWLO)

The consensus analyst price target on Twilio Inc. (TWLO) is $262.88, 28.2% above the recent $205.03. Over the past 90 days analysts logged 0 upgrades, 23 maintains, and 1 downgrade. Here is how the bullish and bearish cases on TWLO line up.

The bullish case

  • Wall Street's consensus price target of $262.88 implies +28.2% upside from $205.03.
  • The Street's most bullish target is $330.00 (+61.0%).

The bearish case

  • The most bearish analyst target is $192.00 (-6.4%).
  • 1 analyst downgrade in the past 90 days, most recently HSBC to Reduce (2026-09-25).
  • Material negative event.
  • Sharp 15.2% decline — elevated risk.
  • High volume 2.7x on decline — distribution signal.
Bull vs bear balanceStrong Bearish Shift
BearishNeutralBullish

Weighing both sides, BestStocks' composite read of recent signals is strongly bearish, as the bull-versus-bear meter above shows. This is an educational summary of the bull and bear case, not investment advice.

Analyst price targets and ratings are FMP consensus figures as of Oct 31, 2026; other aggregators may differ. High and low targets show the range of estimates, not forecasts.

Analyst expectations
Consensus target: $263+28.2%
= 23 maintains↓ 1 downgrades
Wells Fargo maintained Overweight · 2026-10-30
SEC filings watch
10-Q2026-10-30
Quarterly financial results
medium
8-K2026-10-29
Material event — review for impact
high
10-Q2026-08-07
Quarterly financial results
medium
8-K2026-08-06
Material event — review for impact
high
Peer context
TWLO-15.2%

Previous notable changes for TWLO

Risk2026-10-30-15.2%via barrons.com ↗
Twilio reported Q3 2026 earnings today, and slowing revenue growth has overshadowed optimism around AI benefits, according to Barron's. The stock fell 17.43% to $199.74, erasing nearly $42 per share. No intraday volume comparison is yet available, but the magnitude of the decline reflects broad skepticism about the company's near-term trajectory despite AI tailwinds.
Filings2026-10-30-15.2%
Twilio Inc. (TWLO) filed a new 10-Q on 2026-10-30.
Risk2026-10-29-4.7%via investors.twilio.com ↗
Twilio shares fell 6.16% to $238.15 ahead of the company's Q3 2026 earnings report, scheduled for release after today's market close. Per the web catalyst, investors are locking in profits and positioning defensively before the announcement, citing concerns over elevated valuation multiples (forward P/E 33.18) and competitive pressure in AI agent ecosystems. Volume of 1.88M shares is tracking 0.88x normal for this time of day—showing measured selling rather than panic liquidation.
Material / Earnings2026-10-29-4.7%
Twilio Inc. (TWLO) reported EPS of $1.65 vs. $1.47 consensus estimate for Q3 FY2026 on 2026-10-29, beating by 12.2%.
Upcoming catalysts & outlook
Next earnings
2027-02-11 (est.)
in 103 days
Earnings Release
2027-02-11
High impact
Thesis shift
Strong Bearish Shift
bearish signal
Risk level
High
from change events

Frequently asked questions about TWLO

Why did Twilio Inc. (TWLO) stock move?

TWLO tumbled 15.2% to $205.03. No single company-specific catalyst was confirmed during the move window, and it looks technical.

How much did TWLO stock fall?

TWLO lost 15.24% ($36.87) versus the prior close of $241.90, last trading at $205.03 on 2.7× average volume.

When is Twilio Inc.'s next earnings date?

TWLO's next earnings report is estimated for 2027-02-11 — about 103 days away.

What is the analyst price target for TWLO?

The consensus analyst price target for TWLO is $262.88, about 28.2% above the current $205.03. Over the past 90 days, analysts recorded 0 upgrades, 23 maintains, and 1 downgrade.

How BestStocks tracks TWLO

This page is generated automatically by BestStocks' change-detection system after price move up was detected and verified against independent data sources. It draws on 20 tracked change events for TWLO, cross-checked against the data sources listed below. Price, volume, and market-capitalization figures are the live intraday quote as of October 31, 2026 and refresh as new information is detected; for companies with multiple share classes, market-cap figures can differ by data source. Analyst price targets and ratings are FMP consensus. This is an educational summary of what changed and why — not personalized investment advice.

Data sources
FMP real-time & historical price dataSEC EDGAR filingsFMP earnings & estimatesAnalyst ratings & price targets (FMP)Earnings calendar (FMP)
Educational research tool — not personalized investment advice. Data may be delayed.