Twilio crushed analysts’ expectations by posting a profit for the fourth quarter.
The cloud communication platform’s adjusted earnings for the quarter came in at 4 cents per share, compared to a loss of -8 cents per share expected by analysts polled by Refinitiv.
Revenue of $548.1 million also topped analysts’ expectation sof $454.8 million.
Contribution of political activity was $23 million in revenue in the quarter. Facebook’s WhatsApp messaging app contributed 5% of revenue, down from 6% in the third quarter, according to Khozema Shipchandler, the company’s finance chief.
Twilio added 13,000 active customer accounts in the fourth quarter, compared with an increase of 8,000 in the third quarter. It has a total of 221,000 accounts as of fourth quarter.
“The pandemic accelerated change overnight,” Jeff Lawson, a co-founder of Twilio and its CEO, said on a conference call with analysts. “Health care had to accelerate the adoption of telemedicine and e-commerce companies accelerated their e-commerce plans. Companies that hired more developers and upped their digital game during the pandemic are not going back.”
Looking ahead, Twilio expects an adjusted loss of -12 cents to -9 cents per share for the first quarter, while analysts polled by Refinitiv expect adjusted loss of -2 cents per share. The company forecasts revenue of $526 million to $536 million (representing about 44% to 47% revenue growth), compared to analysts’ estimate of $492.1 million.
The RSI Indicator for TWLO moved out of oversold territory on February 06, 2026. This could be a sign that the stock is shifting from a downward trend to an upward trend. Traders may want to buy the stock or call options. The A.I.dvisor looked at 37 similar instances when the indicator left oversold territory. In of the 37 cases the stock moved higher. This puts the odds of a move higher at .
The Momentum Indicator moved above the 0 level on February 26, 2026. You may want to consider a long position or call options on TWLO as a result. In of 88 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are .
The Moving Average Convergence Divergence (MACD) for TWLO just turned positive on February 24, 2026. Looking at past instances where TWLO's MACD turned positive, the stock continued to rise in of 44 cases over the following month. The odds of a continued upward trend are .
TWLO moved above its 50-day moving average on March 05, 2026 date and that indicates a change from a downward trend to an upward trend.
The 10-day moving average for TWLO crossed bullishly above the 50-day moving average on March 11, 2026. This indicates that the trend has shifted higher and could be considered a buy signal. In of 12 past instances when the 10-day crossed above the 50-day, the stock continued to move higher over the following month. The odds of a continued upward trend are .
Following a 3-day Advance, the price is estimated to grow further. Considering data from situations where TWLO advanced for three days, in of 318 cases, the price rose further within the following month. The odds of a continued upward trend are .
TWLO may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.
The Aroon Indicator entered an Uptrend today. In of 197 cases where TWLO Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are .
The Stochastic Oscillator demonstrated that the ticker has stayed in the overbought zone for 9 days. The longer the ticker stays in the overbought zone, the sooner a price pull-back is expected.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where TWLO declined for three days, the price rose further in of 62 cases within the following month. The odds of a continued downward trend are .
The Tickeron Price Growth Rating for this company is (best 1 - 100 worst), indicating steady price growth. TWLO’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron SMR rating for this company is (best 1 - 100 worst), indicating weak sales and an unprofitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron PE Growth Rating for this company is (best 1 - 100 worst), pointing to worse than average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Valuation Rating of (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (2.424) is normal, around the industry mean (39.194). P/E Ratio (595.952) is within average values for comparable stocks, (138.876). Projected Growth (PEG Ratio) (0.250) is also within normal values, averaging (1.544). TWLO has a moderately low Dividend Yield (0.000) as compared to the industry average of (0.028). P/S Ratio (3.946) is also within normal values, averaging (75.520).
The Tickeron Profit vs. Risk Rating rating for this company is (best 1 - 100 worst), indicating that the returns do not compensate for the risks. TWLO’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 95, placing this stock worse than average.
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
a provider of cloud-based communications platform
Industry ComputerCommunications