TWLO
Twilio Inc. · Technology · Software - Infrastructure
$271.49
+0.14% today · -1.55% 1W
Oct 15 close or latest
ReadoutWhy it's moving
Moving with the market
- TWLO +0.14% on the last session vs SPY +0.22%: −0.1 pts of stock-specific move.
- Aftermath, big drop (Oct 14): After its 49 big drops in the past 5 years, TWLO was higher a week later 28 times out of 49; half the outcomes fell between -2.8% and +4.8%. History, not a forecast.
- 1 analyst action in the past 10 days (1 positive, 0 negative); latest: JP Morgan maintained Overweight, raised target $260 → $335.
- Market backdrop (Today): Core PPI m/m 1.3% vs 0.3% expected (hotter); Core Retail Sales m/m 0.9% vs 0.6% expected (stronger); S&P futures -0.08%, 10-year yield -3bp in the 30 minutes after.
Assembled from Wallsti's own signals.
Activity & positioning
- Volume
- 0.3× its 20-day averagepace so far
- Short interest
- 5.3% of float · +41% vs prior report · 2.6 days to cover as of Sep 30
- Options volume
- —
- Implied volatility
- —
- Options-implied move
- —
Moved with
Software ETF (IGV) +1.2% +0.9 pts vs SPY
Key facts
- Market cap
- $43.2B
- Held by institutions
- 93.5%
- 52-week range
- 104.50–308.40
- Analyst mean target
- $265.71
- Next earnings
- Oct 29 AMC
- Forward P/E
- 41.4
Recent events
Analyst ▲
JP Morgan maintained Overweight, raised target $260 → $335Analyst ▼
HSBC downgraded to Reduce, target $211Analyst ▲
Rosenblatt maintained Buy, raised target $275 → $290Analyst ▲
TD Cowen maintained Buy, raised target $260 → $300Analyst
BTIG reiterated Buy, target $285Analyst
Citizens reiterated Market Outperform, target $275Fund ▼
Duquesne Family Office (Stanley Druckenmiller) sold its whole stake: 181,760 shares ($22.9M, 0.8% of the portfolio), Q2 2026 · sourceAnalyst ▲
UBS maintained Buy, raised target $200 → $285Analyst ▲
BTIG maintained Buy, raised target $245 → $285Analyst ▲
Needham maintained Buy, raised target $250 → $280Analyst ▲
Rosenblatt maintained Buy, raised target $230 → $275Analyst ▲
Keybanc maintained Overweight, raised target $200 → $250