In the latest close session, Twilio (TWLO) was up +2.22% at $109.02. The stock outpaced the S&P 500's daily gain of 1.07%. At the same time, the Dow added 1.12%, and the tech-heavy Nasdaq gained 1.37%.
Heading into today, shares of the company had gained 0.14% over the past month, lagging the Computer and Technology sector's gain of 2.68% and the S&P 500's gain of 1.08%.
Market participants will be closely following the financial results of Twilio in its upcoming release. The company plans to announce its earnings on October 30, 2025. The company's upcoming EPS is projected at $1.05, signifying a 2.94% increase compared to the same quarter of the previous year. Alongside, our most recent consensus estimate is anticipating revenue of $1.25 billion, indicating a 10.4% upward movement from the same quarter last year.
For the annual period, the Zacks Consensus Estimates anticipate earnings of $4.5 per share and a revenue of $4.92 billion, signifying shifts of +22.62% and +10.38%, respectively, from the last year.
It's also important for investors to be aware of any recent modifications to analyst estimates for Twilio. These latest adjustments often mirror the shifting dynamics of short-term business patterns. With this in mind, we can consider positive estimate revisions a sign of optimism about the business outlook.
Our research suggests that these changes in estimates have a direct relationship with upcoming stock price performance. Investors can capitalize on this by using the Zacks Rank. This model considers these estimate changes and provides a simple, actionable rating system.
The Zacks Rank system, ranging from #1 (Strong Buy) to #5 (Strong Sell), possesses a remarkable history of outdoing, externally audited, with #1 stocks returning an average annual gain of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate has shifted 2.01% upward. At present, Twilio boasts a Zacks Rank of #3 (Hold).
In terms of valuation, Twilio is currently trading at a Forward P/E ratio of 23.71. This signifies a discount in comparison to the average Forward P/E of 29.15 for its industry.
Meanwhile, TWLO's PEG ratio is currently 1.25. This metric is used similarly to the famous P/E ratio, but the PEG ratio also takes into account the stock's expected earnings growth rate. The Internet - Software industry currently had an average PEG ratio of 1.91 as of yesterday's close.
The Internet - Software industry is part of the Computer and Technology sector. Currently, this industry holds a Zacks Industry Rank of 68, positioning it in the top 28% of all 250+ industries.
The Zacks Industry Rank assesses the vigor of our specific industry groups by computing the average Zacks Rank of the individual stocks incorporated in the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Be sure to follow all of these stock-moving metrics, and many more, on Zacks.com.
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Twilio Inc. (TWLO): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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