TWLO
Twilio, Inc.
September 25, 2026 · intraday
- Rarity
- 1.57
- Peak move
- −8.50%
- Float cap
- $43.6B
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.
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What we found
12 events · 0 from SEC or newswire · 0 timed with the move- Key event
analyst_ratingHSBC analyst Sameer Lam downgraded Twilio to Reduce from Hold with a $211 price target, citing valuation after shares rose about 30% since Meta launched its Muse AI agent on Sept. 8, 2026.
operational_disruptionTwilio reported a service interruption with its Event Streams product on Sept. 24, 2026, with customers experiencing event data loss or delays in event delivery.
operational_disruptionTwilio reported an issue processing Language Operators in Conversation Intelligence (Classic), causing delays in Operator Results and Transcriptions becoming available.
operational_disruptionTwilio's US MMS carrier partner scheduled emergency maintenance from Sept. 25, 2026 01:00-03:30 PDT, with possible intermittent delays delivering MMS to and from US handsets.
- Key event
analyst_ratingStifel Nicolaus analyst J. Parker Lane maintained a Buy rating on Twilio and raised his price target to $300 from $275 on September 24, 2026.
- Key event
analyst_ratingTwilio drew further price-target increases from Wells Fargo and UBS alongside TD Cowen ($300 from $260) and Rosenblatt ($290), citing AI-driven communications volume and Q2 22% revenue growth.
peer_disclosureSweden's ABG Sundal Collier said the CPaaS sector including Twilio, Sinch and Bandwidth benefits from rising AI-agent usage and Meta's newly launched Muse agent, noting Twilio and Bandwidth each traded up 16% and Sinch 6% over Monday and Tuesday of that week.
peer_disclosureAt Meta Connect 2026, Meta announced expanded Muse AI agent integrations including retail and payment partners such as Shopify, Walmart, Best Buy, Gap, Sephora, Wayfair, PayPal, Expedia and Instacart, and said it will take a small transaction fee from merchants.
analyst_ratingMorgan Stanley analyst Elizabeth Porter named Twilio as best exposed to higher communication volumes if Meta's Muse and Instinct AI agents drive more calls, texts and authentication messages, calling it a medium-term driver.
analyst_ratingRosenblatt Securities analyst Catharine Trebnick raised her Twilio price target to $290 from $275 and maintained a Buy rating, citing AI-driven communications monetization.
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.
peer_disclosureMeta's Muse AI agent, launched Sept. 8, 2026, neared 3 million downloads in under two weeks, became the top free US iOS app, and added outbound calling in mid-September.