Market open · Delayed intraday data · 1:02 PM ET
Last update: Aug 14, 2026, 1:02 PM ET
Twilio Inc.
$238.75 4.28% today
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Why Twilio Inc. (TWLO) stock moved

Updated Aug 14, 2026

Twilio Inc. (TWLO) shares fell 4.3% to $238.75 as of August 14, 2026, a moderate decline from the prior close of $249.42. BestStocks flagged the session as a major change for TWLO. 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 4.3% to $238.75

Twilio reversed course after a recent 30% post-earnings surge driven by strong guidance and AI adoption momentum (Yahoo Finance). The stock declined 6.07% to $234.27 intraday on elevated volume (2.06x the 90-minute average), suggesting profit-taking after the sharp rally and a potential reassessment of premium valuations. Twilio's earnings report scheduled for October 29, 2026 (consensus EPS $1.38) and any updates to forward guidance on AI adoption and customer demand.

This summary describes the catalyst and move as first detected on Aug 14, 2026, 11:02 AM EDT; the stock has continued trading since, so the current price and percentage move (shown above) may be larger or smaller than the figures here.
ValuationLow confidence
Rel. volume
0.7×
Below Avg
Vs peers
No comparable peers
Market cap
$36.2B
New York Stock Exchange
Analyst target
$257
+7.8% vs price
Price chart
Jul 14 – Aug 14
VVVFEVVEEVVV$183$220$256Jul 14Jul 22Jul 30Aug 6Aug 14
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 are mixed, leaving the near-term picture neutral / mixed. On the constructive side: Earnings beat — stock sold off (sell-the-news reaction); Twilio Inc. (TWLO) moved +1.42% from $246.55 to $250.06 on 2026-08-10, reaching a new 30-day high. Weighing against that: Negative session, down 4.3%; Twilio Inc. (TWLO) moved −6.54% from $196.22 to $183.38 on 2026-07-22. Wall Street's consensus price target sits at $257.38, implying +7.8% upside from $238.75. Over the past 90 days analysts logged 1 upgrade and 0 downgrades. BestStocks rates the overall signal quality low (52/100). With earnings roughly 76 days out, the next report is the most likely near-term test of the move.

TWLO price reaction

TWLO last traded at $238.75, down $10.67 (-4.28%) from the previous close of $249.42. The session traded on 0.7× average volume (below avg), so participation was unremarkable. Over the past month the stock has ranged between $183.38 and $255.95, and it currently sits about 76% of the way up that band.

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

Latest catalysta bearish counterpoint
The latest catalyst — a materially negative development — a bearish counterpoint that challenges the prevailing bullish analyst view.

The consensus analyst price target on Twilio Inc. (TWLO) is $257.38, 7.8% above the recent $238.75. Over the past 90 days analysts logged 1 upgrade, 8 maintains, and 0 downgrades. Here is how the bullish and bearish cases on TWLO line up.

The bullish case

  • Wall Street's consensus price target of $257.38 implies +7.8% upside from $238.75.
  • The Street's most bullish target is $330.00 (+38.2%).
  • 1 analyst upgrade in the past 90 days, most recently Stifel to Buy (2026-07-10).
  • Earnings beat — stock sold off (sell-the-news reaction).
  • Twilio Inc. (TWLO) moved +1.42% from $246.55 to $250.06 on 2026-08-10, reaching a new 30-day high.

The bearish case

  • The most bearish analyst target is $192.00 (-19.6%).
  • Negative session, down 4.3%.
  • Twilio Inc. (TWLO) moved −6.54% from $196.22 to $183.38 on 2026-07-22.
Bull vs bear balanceNeutral / Mixed
BearishNeutralBullish

Weighing both sides, BestStocks' composite read of recent signals is roughly balanced, 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 Aug 14, 2026; other aggregators may differ. High and low targets show the range of estimates, not forecasts.

Analyst expectations
Consensus target: $257+7.8%
1 upgrades= 8 maintains
BTIG maintained Buy · 2026-07-28
SEC filings watch
10-Q2026-08-07
Quarterly financial results
medium
8-K2026-08-06
Material event — review for impact
high
8-K2026-06-17
Material event — review for impact
high
10-Q2026-05-01
Quarterly financial results
medium
Peer context
TWLO-4.3%

Previous notable changes for TWLO

Valuation2026-08-11+2.4%via Yahoo Finance
Twilio reported blowout Q2 earnings with record $1.50B revenue (up 22% YoY) and adjusted EPS of $1.47, beating consensus expectations, according to Yahoo Finance. Management raised full-year revenue growth guidance to 18–18.5% and highlighted strong adoption of AI-driven communication tools. The stock gained +2.59% to $256.52 intraday on normal volume (0.98x expected), though the web catalyst indicates a broader 24% surge following the earnings release.
Activity2026-08-10+3.6%
Twilio Inc. (TWLO) moved +1.42% from $246.55 to $250.06 on 2026-08-10, reaching a new 30-day high. We checked news, earnings, analyst updates, SEC filings, and corporate actions — no company-specific catalyst was found.
Valuation2026-08-07+24.9%via Yahoo Finance
Twilio beat Q2 earnings expectations and raised full-year guidance, driving a 24.49% intraday surge from $193.20 to $240.52. Revenue rose 22% YoY to $1.5B (vs. consensus $1.43B) and adjusted EPS hit $1.47, well ahead of expectations; management upgraded its organic growth and revenue outlook. Volume of 5.95M shares (3.72x time-adjusted average) reflects elevated retail and institutional demand following the beat.
Filings2026-08-07+24.9%
Twilio Inc. (TWLO) filed its 10-Q on August 7, 2026, covering the most recent quarterly period. The filing is now available for review in the SEC database.

In-depth TWLO event analyses

Permanent, dated analyses of TWLO's most significant sessions.
Upcoming catalysts & outlook
Next earnings
2026-10-29 (est.)
in 76 days
10-Q Filing (est.)
2026-11-06
Medium impact
Thesis shift
Neutral / Mixed
bearish signal
Risk level
High
from change events

Frequently asked questions about TWLO

Why did Twilio Inc. (TWLO) stock move?

TWLO fell 4.3% to $238.75. The move coincided with the context summarized above, though no single company-specific catalyst was independently confirmed.

How much did TWLO stock fall?

TWLO lost 4.28% ($10.67) versus the prior close of $249.42, last trading at $238.75 on 0.7× average volume.

When is Twilio Inc.'s next earnings date?

TWLO's next earnings report is estimated for 2026-10-29 — about 76 days away.

What is the analyst price target for TWLO?

The consensus analyst price target for TWLO is $257.38, about 7.8% above the current $238.75. Over the past 90 days, analysts recorded 1 upgrade, 8 maintains, and 0 downgrades.

How BestStocks tracks TWLO

This page is generated automatically by BestStocks' change-detection system after its price and volume cleared TWLO-specific materiality thresholds, triggering an evidence check. It draws on 16 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 August 14, 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.