TWLO
Twilio, Inc.
September 22, 2026 · intraday
- Rarity
- 1.19
- Peak move
- +7.22%
- Float cap
- $38.7B
The company provides communications and customer engagement software. It offers customizable application programming interfaces and software products for messaging, voice, email, video, user authentication and identity, and customer data, enabling businesses of all sizes and industries to build personalized interactions with their customers. Revenue is generated primarily through usage-based and subscription fees.
Where do you see this going?
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What we found
5 events · 0 from SEC or newswire · 0 timed with the move- Key event
peer_disclosureMeta Platforms and Shopify announced a partnership on Sep 21, 2026 integrating Shopify's Shop Pay agentic checkout into Meta's Muse AI assistant, which is available in WhatsApp and topped US app download charts.
- Key event
analyst_ratingOn Sep 22, 2026, TD Cowen's Derrick Wood reiterated Buy on Twilio and raised his price target to $300 from $260, and Rosenblatt's Catharine Trebnick maintained Buy and raised her target to $290 from $275, citing AI-agent-driven demand for Twilio's messaging and voice rails.
- Key event
analyst_ratingStifel maintained Buy ratings on Shopify and Twilio, calling Meta Muse and consumer AI agents long-term positive catalysts for transaction volumes and customer-engagement communications, with Meta Muse downloads approaching 3 million in under two weeks.
product_launchTwilio said it will introduce Provider Failover and an 'Auto' mode provider selection for Real-Time Transcriptions starting October 22, 2026, retrying on a second speech provider when a primary provider fails to connect.
large_option_expiryBullish option flow was detected in Twilio, with 5,189 calls trading at 6x expected volume and implied volatility up over 5 points to 57.03%, the Oct-26 270 and 310 calls most active.