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NET vs TWLO
Which Stock Would AI Choose? Cloudflare, Inc. (NET) vs. Twilio Inc. (TWLO) Stock Comparison
Key Takeaways
- Cloudflare (NET) boasts a larger market capitalization of approximately $74.7 billion compared to Twilio's (TWLO) $21.6 billion, reflecting greater scale in cloud infrastructure.
- NET has delivered stronger year-to-date gains of 7.71%, outperforming TWLO's modest 0.25% return amid recent market volatility.
- Both stocks have shown positive momentum in recent weeks, with TWLO posting a sharper monthly rise of around 15% versus NET's 4%, driven by analyst upgrades.
- NET reported robust Q4 revenue growth of 34% year-over-year, while TWLO benefits from AI-focused communications positioning.
- Analyst sentiment leans positive for both, with price targets suggesting upside potential amid AI and cloud computing tailwinds.
Introduction
Cloudflare (NET) and Twilio (TWLO) represent key players in the cloud software sector, offering infrastructure and communications services increasingly vital for AI-driven applications. This comparison analyzes their recent market performance, growth trajectories, and positioning, aiding traders seeking short-term momentum and investors focused on long-term cloud adoption. With both stocks navigating volatility in technology markets, understanding relative strengths in revenue growth, analyst views, and sector catalysts provides clarity for portfolio decisions in the current environment.
NET Overview and Recent Performance
Cloudflare (NET) provides cloud-based cybersecurity, content delivery network (CDN) services, and edge computing solutions, powering secure internet experiences for enterprises. In recent market activity, NET shares have exhibited resilience, with weekly gains around 7% and monthly increases near 4%, building on over 80% annual appreciation. The company's Q4 fiscal 2025 revenue surged 34% year-over-year to $614.5 million, fueled by expansions in AI tools and post-quantum security offerings. Partnerships, such as with GoDaddy for agentic web enablement, have bolstered sentiment, though insider selling and competition in AI infrastructure have introduced caution, contributing to periodic pullbacks amid broader sector rotations.
TWLO Overview and Recent Performance
Twilio (TWLO) operates a communications platform as a service (CPaaS), enabling developers to integrate messaging, voice, and video into applications. Recent weeks have seen TWLO gain traction, with shares up about 3.5% weekly and 15% monthly, alongside 63% yearly growth. Q4 fiscal 2025 revenue reached $1.37 billion, supported by profitability improvements to $210 million in earnings. Analyst enthusiasm has risen, with upgrades from Bank of America (target $190) and UBS ($180), highlighting AI-enhanced communications potential. However, competitive pressures in cloud services and billing growth concerns have tempered gains during market swings.
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Head-to-Head Comparison
Cloudflare (NET) and Twilio (TWLO) both thrive in cloud ecosystems but diverge in focus: NET's edge security and CDN model drives infrastructure scalability, while TWLO's CPaaS emphasizes programmable communications. Growth drivers include AI integrations for both, yet NET edges in revenue acceleration and market cap stability. Recent momentum favors TWLO short-term, but NET leads yearly returns. Risks involve sector competition and macroeconomic sensitivity, with NET facing insider activity and TWLO valuation scrutiny. Market sentiment tilts toward NET for enterprise adoption, contrasting TWLO's developer agility.
Tickeron AI Verdict
Tickeron's AI models currently lean toward Cloudflare (NET), citing superior trend consistency, higher year-to-date stability, and stronger revenue momentum relative to peers. While TWLO shows promising short-term upside from analyst catalysts, NET's positioning in high-growth AI infrastructure offers higher probability of sustained outperformance in the near term, based on observable technical and fundamental patterns.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer. Disclaimers and Limitations
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is NET is a Hold and TWLO is a Hold.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
NET’s FA Score shows that 0 FA rating(s) are green whileTWLO’s FA Score has 0 green FA rating(s).
- NET’s FA Score: 0 green, 5 red.
- TWLO’s FA Score: 0 green, 5 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
NET’s TA Score shows that 5 TA indicator(s) are bullish while TWLO’s TA Score has 5 bullish TA indicator(s).
- NET’s TA Score: 5 bullish, 6 bearish.
- TWLO’s TA Score: 5 bullish, 4 bearish.
Price Growth
NET (@Computer Communications) experienced а -22.19% price change this week, while TWLO (@Computer Communications) price change was +0.49% for the same time period.
The average weekly price growth across all stocks in the @Computer Communications industry was -1.68%. For the same industry, the average monthly price growth was +8.38%, and the average quarterly price growth was +16.83%.
Reported Earning Dates
NET is expected to report earnings on Jul 30, 2026.
TWLO is expected to report earnings on Jul 30, 2026.
Industries' Descriptions
@Computer Communications (-1.68% weekly)Computer communications industry develops technology that allows computing devices to exchange data with each other using connections/data links between nodes. Common types of computer network include Cloud (IAN), Internet, Wide (WAN, Local (LAN)/Wireless(WLAN) etc. The industry is an ever-more important part of technology, and is set to become even bigger as the Internet of Things (IoT) rapidly forays into the various aspects of our lives. Cisco Systems, Inc., Palo Alto Networks, Inc. and Arista Networks, Inc., Fortinet, Inc. are some of the major computer communications companies.
| NET | TWLO | NET / TWLO | |
| Capitalization | 70.6B | 30.1B | 235% |
| EBITDA | 138M | 439M | 31% |
| Gain YTD | 1.349 | 39.229 | 3% |
| P/E Ratio | N/A | 300.06 | - |
| Revenue | 2.33B | 5.3B | 44% |
| Total Cash | 4.16B | 2.35B | 177% |
| Total Debt | 3.53B | 1.07B | 330% |
NET | TWLO | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 21 | 85 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 84 Overvalued | 89 Overvalued | |
PROFIT vs RISK RATING 1..100 | 60 | 100 | |
SMR RATING 1..100 | 92 | 89 | |
PRICE GROWTH RATING 1..100 | 50 | 36 | |
P/E GROWTH RATING 1..100 | 100 | 98 | |
SEASONALITY SCORE 1..100 | 50 | n/a |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
NET's Valuation (84) in the null industry is in the same range as TWLO (89) in the Packaged Software industry. This means that NET’s stock grew similarly to TWLO’s over the last 12 months.
NET's Profit vs Risk Rating (60) in the null industry is somewhat better than the same rating for TWLO (100) in the Packaged Software industry. This means that NET’s stock grew somewhat faster than TWLO’s over the last 12 months.
TWLO's SMR Rating (89) in the Packaged Software industry is in the same range as NET (92) in the null industry. This means that TWLO’s stock grew similarly to NET’s over the last 12 months.
TWLO's Price Growth Rating (36) in the Packaged Software industry is in the same range as NET (50) in the null industry. This means that TWLO’s stock grew similarly to NET’s over the last 12 months.
TWLO's P/E Growth Rating (98) in the Packaged Software industry is in the same range as NET (100) in the null industry. This means that TWLO’s stock grew similarly to NET’s over the last 12 months.
| NET | TWLO | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 78% | 2 days ago 65% |
| Stochastic ODDS (%) | 2 days ago 90% | 2 days ago 79% |
| Momentum ODDS (%) | 2 days ago 76% | 3 days ago 80% |
| MACD ODDS (%) | 2 days ago 79% | 2 days ago 71% |
| TrendWeek ODDS (%) | 2 days ago 77% | 2 days ago 74% |
| TrendMonth ODDS (%) | 2 days ago 82% | 2 days ago 73% |
| Advances ODDS (%) | 2 days ago 84% | 8 days ago 71% |
| Declines ODDS (%) | 4 days ago 77% | 3 days ago 78% |
| BollingerBands ODDS (%) | 2 days ago 62% | 2 days ago 77% |
| Aroon ODDS (%) | 2 days ago 77% | 2 days ago 78% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| XHE | 78.86 | 0.98 | +1.26% |
| Stt Strt® SPDR® S&P®HlthCrEqpmntETF | |||
| DSU | 9.97 | 0.06 | +0.61% |
| Blackrock Debt Strategies Fund | |||
| IGF | 67.32 | 0.23 | +0.34% |
| iShares Global Infrastructure ETF | |||
| QCJL | 24.83 | 0.01 | +0.02% |
| FT Vest Nasdaq-100 Cnsrv Buffr ETF - Jul | |||
| SPCZ | 25.78 | N/A | N/A |
| RiverNorth Ehd PMgr SPAC ETF | |||
TWLO and
Correlation & Price change
A.I.dvisor indicates that over the last year, TWLO has been loosely correlated with FIVN. These tickers have moved in lockstep 62% of the time. This A.I.-generated data suggests there is some statistical probability that if TWLO jumps, then FIVN could also see price increases.
| Ticker / NAME | Correlation To TWLO | 1D Price Change % | ||
|---|---|---|---|---|
| TWLO | 100% | +2.82% | ||
| FIVN - TWLO | 62% Loosely correlated | -1.75% | ||
| AVPT - TWLO | 60% Loosely correlated | +2.19% | ||
| NET - TWLO | 53% Loosely correlated | +3.73% | ||
| GTLB - TWLO | 53% Loosely correlated | +2.49% | ||
| RAMP - TWLO | 52% Loosely correlated | +1.89% | ||
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