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Twilio Inc (TWLO) — chart, structure and Closelooknet read

The Closelooknet read

Twilio provides application programming interfaces that let companies reach customers through messaging, voice calls, email and video, plus identity checks that confirm who a user is. Its Segment product gathers data from each customer interaction into a single profile that other tools can use.

Detail below: the desk's view, the earnings record, peers and the company snapshot; daily prices on the price-history tab. Agents can buy the score depth per call over HTTP 402 — see the catalogue. Research diary readings, not advice.

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Our record on TWLO

Every scored call, pick and trade this diary has made on Twilio Inc, with the outcome where it is known.

Signals for this name

Every Closelooknet reading that exists for TWLO, from the same nightly bakes the boards use. Research diary readings, not advice.

Versus its index Agentic Ecosystem Index — the name, its sleeve and the index over day, week and month

Versus its index

The name against its Closelooknet index and its own sleeve — equal-weight, nightly closes.

Agentic Ecosystem Index · as of 2026-11-10

DayWeekMonth3 months
TWLO+3.7%+0.2%−24.2%−13.1%
Runtime & API Gateways+1.1%+1.0%−18.9%—
Agentic Ecosystem Index0.0%−2.8%−18.1%—

Against the index: 3.0 pts ahead on the week, 6.1 pts behind on the month; against its Runtime & API Gateways sleeve 5.3 pts behind on the month.

Returns from the index workers’ nightly closes; equal-weight sleeves. A relative reading from the research diary, not advice.

Mentioned on Closelooknet 7 pieces · newest: Midday 10, “AI Trade — Chips Bounce 3% Before AMD; Apple, Palantir and Shopify Slip After Their Reports” (2026-11-03)

Mentioned on Closelooknet

Where TWLO appears in the diary — 7 pieces, newest first. Every link is our own writing.

Go deeper

Long reads

  • The Agentic Winners 25Dossier · $49 · 31 Mar 2026Twilio provides the communication APIs through which agents interact with customers via voice, SMS, and messaging.

Dailies

Weather around the name 4 macro readings: Money Temperature, Factor regime, Sector × region …

The weather around this name

Macro readings that apply by membership — the regime, the factor tape, the sector cell, the funding backdrop.

  • Money Temperature Composite 48/100 · S&P 500 fund at 51, above its 200-day averageEight instruments scored on position, momentum, volume, volatility and fragility — the regime every name trades inside. Temperature lab → 2026-11-10
  • Factor regime Defensive rotation — low-vol leading, regime-change watchMomentum against low volatility (SPMO / SPLV): below its 50-day trend, 67th percentile of the window, -18.1% over 20 sessions. Factor regime → 2026-11-10
  • Sector × region Technology in US: −4.3% week · −14.0% month · −10.5% quarter · +5.7% yearThe Sector Engine cell this name lives in, from XLK.US; the 11 × 4 matrix shows where its sector is being bought and where it is being sold. Sector Engine → 2026-11-10
  • Sovereign pressure Index -1.67 · down 1.71 over 21 sessionsG7 long-end yields, 10s30s and the slope — the funding weather for every balance sheet on this site. Sovereign pressure → 2026-11-09
How it trades on rate days beta −0.01 to TLT · on the worst bond days it held up better than the market

How it trades on rate days

How TWLO has moved when long-dated Treasury yields rise — measured against TLT, the 20+ year Treasury fund.

  • Beta to long bonds, 1 year −0.01 — shows only a loose link to bond moves for every 1% move in TLT (20+ year Treasuries), Twilio Inc moved −0.01% on average · correlation 0.00 · higher than 8% of US names
  • Beta, last 3 months −1.30 less rate-sensitive lately than over the year
  • On the 10 worst bond days +0.73% on average against −0.72% for the S&P 500 the 10 sessions of the past year in which TLT fell most, i.e. long yields rose most
  • Latest of those days +3.66% TLT −1.32% that day 2026-11-10

Daily total returns from the adjusted price series; a TLT down day is a day long yields rose. Beta = the average move of the name for a 1% move in TLT. Past sensitivity, not a forecast. An investment diary, not a recommendation.

Who it is priced against Agentic Ecosystem · Runtime & API Gateways · 2 names with week and year-to-date

Peer group

Agentic Ecosystem · Runtime & API Gateways

Compared against TWLO on the nightly bakes; the Peers tab ranks the cohort on the Closelooknet scores where it exists.

Company snapshot — Twilio Inc

TWLO in five paragraphs: what it makes and sells, where it sits in the Closelooknet stack, who it is priced against, why we track it, what we watch. Research diary, not advice.

What it does
Twilio provides application programming interfaces that let companies reach customers through messaging, voice calls, email and video, plus identity checks that confirm who a user is. Its Segment product gathers data from each customer interaction into a single profile that other tools can use. The company is headquartered in San Francisco and lists its software as infrastructure for communication rather than a finished consumer app.
Where it sits in the stack
Twilio has no seat in Rubin, our chip and hardware build-out index; it sits instead in the Agentic Winners 40, our index of software used to run AI agents, in the Runtime & API Gateways sleeve of the agentic ecosystem. Here it is the layer an agent calls through to actually speak, text or email a customer, so it is a constraint on how any agent reaches people outside its own software.
Who it is priced against
Closelooknet's peer group places it with BlackBerry and DigitalOcean under the same Runtime & API Gateways heading, grouped for sharing that gateway role rather than for size; the market also names Salesforce as a competitor on the customer-engagement side.
Why Closelooknet tracks it
Twilio is a constituent of the Agentic Winners 40 and carries a Closelooknet score, strongest on momentum and weakest on valuation. The diary has quoted it in a Dossier on the Agentic Winners 25 describing its role in agent-to-customer communication, and again in the Midday 10 and Morning 10 after results moved the stock sharply.
What the diary watches
Whether the valuation module narrows the gap to momentum as results keep beating, or whether the beat-and-raise pattern seen elsewhere in the same software neighbourhood starts to apply to Twilio's own prints.

Twilio Inc (TWLO) trades on US exchanges, classified under Technology. Constituent of Agentic Winners 40.

The Closelooknet company score reads 59/100 composite (momentum 51, quality 45, valuation 38) across 7 modules — the full breakdown, chart structure and analog history load live above.

Written from the company’s public profile and Closelooknet’s own readings, 2026-09-17. Descriptive, refreshed with the registry; corrections welcome via the imprint. closelook.net is an investment research diary — market structure, index membership and scores are our own readings, not investment advice. Related: index compare · sector dispersion · scanner.

The Street on this name 6 analyst actions on the wire · latest: price target by Tigress Financial Partners, 2026-11-04 · last print 2026-10-29

The Street on this name

Analyst actions and the latest print for TWLO from the Closelooknet wires — third-party opinions on the record, not our readings.

  • Price target Tigress Financial Partners — target 320 Target set to $320 (+50.7% to spot) 2026-11-04
  • Upgrade HSBC — Reduce → Hold Upgraded to Hold from Reduce 2026-11-03
  • Price target Needham — target 240 Target set to $240 (-0.8% to spot) 2026-10-30
  • Latest print EPS 1.65 against 1.47 expected — a +12.2% beat 2026-10-29

6 actions on the analyst wire since 2026-08-13: 1 upgrade, 5 target changes. Analyst wire → · Earnings wire →

Dividends and capital return no distribution in twelve months · buybacks 869 m USD in FY2025

Dividends and capital return

What TWLO pays out and buys back — distributions read from the price series, money terms from the filings.

  • Distributions No cash distribution recorded in the price series over the last three years
  • Buybacks, FY2025 869 m USD 2.8% of today's market value
  • Share count −3.7% in FY2025 600 m USD of stock-based compensation in the year
  • Capital returned 869 m USD · 87% of free cash flow dividends and buybacks together, against the year’s free cash flow

Per-share amounts are derived from the adjusted price series in the listing currency, so dates sit within days of the ex-date; filing figures come from the fundamentals feed for the last reported fiscal year. An investment diary, not a recommendation.

FAQ · from the current data · as of 2026-11-11

Quick answers

What is Twilio Inc (TWLO)?

Twilio Inc trades as TWLO on the US exchange (US) and is classified under Technology in the Closelooknet research universe, as of the registry build of 2026-11-11.

Is TWLO in a Closelooknet index?

Yes — Twilio Inc is a constituent of Agentic Winners 40, as of 2026-11-11.

What is Twilio Inc's Closelooknet composite score?

59 out of 100, with momentum 51, quality 45 and valuation 38 sub-scores, as of 2026-11-11. Scores are Closelooknet's own research readings, not ratings or investment advice.

What is Twilio Inc's earnings print record?

Across the 11 prints Closelooknet covers, Twilio Inc beat EPS estimates 11 times and revenue estimates 11 times; the three-day reactions split 5 up, 1 flat and 5 down (moves beyond ±3%), as of the 2026-08-06 card. The full print-record card carries the per-print history.

Where does TWLO trade against its moving averages?

Twilio Inc trades 18.6% below its 50-day and 8.0% above its 200-day moving average (14.5% below its 20-day). As of 2026-11-09 — a technical state from the nightly Closelooknet bake, not advice. The Technical tab carries the full row.

How is TWLO doing against its Closelooknet index?

Over the past month Twilio Inc is −24.2% against −18.1% for the Agentic Ecosystem Index — 6.1 points behind its index, as of 2026-11-10. Its Runtime & API Gateways sleeve is −18.9% over the same month. The “Versus its index” table on this page carries the day, the week and the month for the name, its sleeve and the index.

How does Twilio Inc compare with its peers?

Against its peer group (Agentic Ecosystem · Runtime & API Gateways), Twilio Inc (TWLO) sits 33.0% below its 52-week high, 18.6% below its 50-day average; BlackBerry Ltd (BB) is 32.2% below, DigitalOcean Holdings Inc (DOCN) is 58.2% below, as of 2026-11-09. Put any of them next to TWLO in the chart grid (2×1 or 2×2) and the page lays the companies side by side: performance, trend, valuation, margins and our money-flow reading.

How does Twilio Inc trade when bond yields rise?

Over the past year Twilio Inc had a beta of −0.01 to TLT, the long-dated Treasury fund — it shows only a loose link to bond moves, higher than 8% of US names. On the 10 sessions in which long bonds fell most it moved +0.73% on average, against −0.72% for the S&P 500. As of 2026-11-10; The "How it trades on rate days" block on this page carries the lines.

Where has Closelooknet written about Twilio Inc?

Twilio Inc appears in 7 Closelooknet pieces as of 2026-11-11, most recently Midday 10: AI Trade — Chips Bounce 3% Before AMD; Apple, Palantir and Shopify Slip After Their Reports (2026-11-03); Midday 10: Sell-Off — Nasdaq −3%, Chips −8%, Bitcoin −4%, Gold −3%; Only Bonds, Oil and Defensives Hold (2026-10-30); Midday 10: Payrolls went negative, the bond veto died on appeal, and software went vertical (2026-08-07). What Closelooknet said most recently: Today's close grades Amazon, Twilio and Intel; AMD reports after the bell, and the midterm results come overnight. (Midday 10, 2026-11-03). The "Mentioned on Closelooknet" block on this page lists the long reads, the reference entries and the dailies that name it.

What does Twilio Inc do?

Twilio provides application programming interfaces that let companies reach customers through messaging, voice calls, email and video, plus identity checks that confirm who a user is. Its Segment product gathers data from each customer interaction into a single profile that other tools can use. The company is headquartered in San Francisco and lists its software as infrastructure for communication rather than a finished consumer app. Closelooknet's peer group places it with BlackBerry and DigitalOcean under the same Runtime & API Gateways heading, grouped for sharing that gateway role rather than for size; the market also names Salesforce as a competitor on the customer-engagement side. (Company snapshot of 2026-09-17.)

Where does Twilio Inc sit in the AI build-out?

Twilio has no seat in Rubin, our chip and hardware build-out index; it sits instead in the Agentic Winners 40, our index of software used to run AI agents, in the Runtime & API Gateways sleeve of the agentic ecosystem. Here it is the layer an agent calls through to actually speak, text or email a customer, so it is a constraint on how any agent reaches people outside its own software. Twilio is a constituent of the Agentic Winners 40 and carries a Closelooknet score, strongest on momentum and weakest on valuation. The diary has quoted it in a Dossier on the Agentic Winners 25 describing its role in agent-to-customer communication, and again in the Midday 10 and Morning 10 after results moved the stock sharply. (Company snapshot of 2026-09-17.)

Does Twilio Inc pay a dividend?

No cash distribution shows in Twilio Inc’s price series over the last three years. In fiscal 2025 the company bought back 869 m USD of its own shares, 87% of that year’s free cash flow. The share count fell 3.7% over the fiscal year. As of 2026-11-10; the "Dividends and capital return" block on this page carries the lines.

What has Wall Street done on Twilio Inc recently?

The most recent analyst action on Twilio Inc on the Closelooknet wire is a price target by Tigress Financial Partners on 2026-11-04 (target 320). 6 actions on the analyst wire since 2026-08-13: 1 upgrade, 5 target changes. Its latest earnings print on the wire, 2026-10-29: EPS 1.65 against 1.47 expected — a +12.2% beat. Analyst actions are third-party opinions recorded by the wire, not Closelooknet readings. The “The Street on this name” block on this page lists the moves; the full feeds are the analyst wire and the earnings wire.

What does this page show?

A live price chart with SMA overlays and drawing tools for TWLO, performance metrics, index-membership context and the Closelooknet structure read — an investment research diary view, not investment advice.

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Related in the Closelooknet universe

same Closelooknet index seat first, then Software - Infrastructure. Scored names rank on their Closelooknet score; names without one rank on trend state — above or below their 50- and 200-day averages — never on a score they do not carry.