TWLO
Twilio Inc. · Technology · Software - Infrastructure
$270.21
-0.34% today · -2.02% 1W
Oct 15 close or latest
ReadoutWhy it's moving
Moving with the market
- TWLO −0.34% on the last session vs SPY +0.03%: −0.4 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.
Next report
Oct 29
After the close · in 14 days
EPS estimate
$1.47
$1.41 to $1.55 · 26 analysts
Revenue estimate
$1.5B
$1.5B to $1.6B
Track record
7/8 beats
last 8 reports · moved ±15.2% on average
Reports
| Reported | Quarter | EPS est. | EPS | EPS surprise | Revenue | Reaction | Gap | 5 days |
|---|---|---|---|---|---|---|---|---|
| Aug 6, 2026 AMC | 2Q2026 | $1.32 | $1.47 | +$0.15 (+11.1%) beat | $1.5B | +24.9% +24.3 vs SPY | +21.8% | +29.1% |
| Apr 30, 2026 AMC | 1Q2026 | $1.27 | $1.50 | +$0.23 (+18.0%) beat | $1.4B | +23.8% +23.6 vs SPY | +20.1% | +33.1% |
| Feb 12, 2026 AMC | 4Q2025 | $1.23 | $1.33 | +$0.10 (+8.2%) beat | $1.4B | +2.4% +2.3 vs SPY | -3.2% | +2.5% |
| Oct 30, 2025 AMC | 3Q2025 | $1.07 | $1.25 | +$0.18 (+17.0%) beat | $1.3B | +19.5% +19.2 vs SPY | +12.4% | +12.9% |
| Aug 7, 2025 AMC | $1.05 | $1.19 | +$0.14 (+13.3%) beat | — | -19.4% -20.2 vs SPY | -15.5% | -17.6% | |
| May 1, 2025 AMC | $0.96 | $1.14 | +$0.18 (+18.7%) beat | — | +2.3% +0.8 vs SPY | +4.9% | +7.5% | |
| Feb 13, 2025 AMC | $1.03 | $1.00 | −$0.03 (−2.9%) miss | — | -15.0% -15.0 vs SPY | -10.5% | -22.4% | |
| Oct 30, 2024 AMC | $0.86 | $1.02 | +$0.16 (+18.6%) beat | — | +14.3% +16.2 vs SPY | +14.1% | +28.0% | |
| Aug 1, 2024 AMC | $0.70 | $0.87 | +$0.17 (+24.3%) beat | — | +11.7% +13.6 vs SPY | +6.1% | +7.8% | |
| May 7, 2024 AMC | $0.59 | $0.80 | +$0.21 (+35.6%) beat | — | -7.5% -7.5 vs SPY | -5.0% | -1.8% | |
| Feb 14, 2024 AMC | $0.58 | $0.86 | +$0.28 (+48.3%) beat | — | -15.4% -16.1 vs SPY | -12.7% | -21.8% | |
| Nov 8, 2023 AMC | $0.36 | $0.58 | +$0.22 (+61.1%) beat | — | +0.3% +1.1 vs SPY | +2.5% | +11.4% | |
| Aug 8, 2023 AMC | $0.30 | $0.54 | +$0.24 (+80.0%) beat | — | +2.2% +2.9 vs SPY | +9.8% | +4.8% | |
| May 9, 2023 AMC | $0.21 | $0.47 | +$0.26 (>+100%) beat | — | -12.6% -13.1 vs SPY | -18.1% | -15.4% | |
| Feb 15, 2023 AMC | −$0.08 | $0.22 | +$0.30 beat | — | +14.2% +15.6 vs SPY | +11.2% | -1.8% | |
| Nov 3, 2022 AMC | −$0.35 | −$0.27 | +$0.08 (+22.9%) beat | — | -34.6% -36.0 vs SPY | -26.0% | -22.4% | |
| Aug 4, 2022 AMC | −$0.20 | −$0.11 | +$0.09 (+45.0%) beat | — | -13.5% -13.3 vs SPY | -13.3% | -12.8% | |
| Feb 9, 2022 AMC | −$0.22 | −$0.20 | +$0.02 (+9.1%) beat | — | +1.9% +3.7 vs SPY | +12.8% | -7.4% | |
| Oct 27, 2021 AMC | −$0.14 | $0.01 | +$0.15 (>+100%) beat | — | -17.6% -18.5 vs SPY | -17.2% | -9.6% | |
| Jul 29, 2021 AMC | −$0.13 | −$0.11 | +$0.02 (+15.4%) beat | — | — | — | — | |
| May 5, 2021 AMC | −$0.10 | $0.05 | +$0.15 (>+100%) beat | — | — | — | — | |
| Feb 17, 2021 AMC | −$0.07 | $0.04 | +$0.11 beat | — | — | — | — | |
| Oct 26, 2020 AMC | −$0.04 | $0.04 | +$0.08 beat | — | — | — | — | |
| Aug 4, 2020 AMC | −$0.08 | $0.09 | +$0.17 beat | — | — | — | — |
BMO = before the open, AMC = after the close. Reaction: the first session that could trade on the report (the same day for BMO, the next session for AMC) against the close before it; "vs SPY" subtracts the S&P 500 over the same session. EPS surprise is in dollars, with the percentage only when the estimate is at least $0.10 (near zero, a small beat would show as hundreds of percent). Revenue surprise needs the estimate from before the report, so it starts with the reports Wallsti saw coming.
Analyst estimates
| Period | EPS | Range | vs year ago | 90-day trend | Revisions 30d | Revenue | vs year ago |
|---|---|---|---|---|---|---|---|
| Current quarter · Sep 30, 2026 | $1.47 (26) | $1.41 – $1.55 | +17% | +5.0% | ▲19 ▼2 | $1.5B | +16% |
| Next quarter · Dec 31, 2026 | $1.48 (25) | $1.37 – $1.56 | +12% | -0.8% | ▲9 ▼11 | $1.6B | +16% |
| Current year · Dec 31, 2026 | $5.93 (28) | $5.81 – $6.10 | +21% | +3.9% | ▲26 ▼1 | $6.0B | +18% |
| Next year · Dec 31, 2027 | $6.80 (30) | $6.22 – $7.49 | +15% | +2.3% | ▲1 ▼0 | $6.7B | +12% |
Consensus as of Oct 15, 2026. Source: Yahoo Finance analyst estimates; schedule and timing also from Nasdaq's earnings calendar.