-15.24% to $205.03 from $241.90
What moved TWLO
- Revenue rose 20% year-over-year to about $1.56 billion, above the roughly $1.52 billion analyst consensus.
- Non-GAAP diluted EPS was $1.65, above the $1.47 consensus estimate.
- Twilio guided fourth-quarter revenue of $1.595 billion to $1.605 billion and non-GAAP EPS of $1.48 to $1.53, and raised its full-year reported revenue growth guidance to 20% from a prior 18% to 18.5%.
- Despite the beat and raised guidance, shares fell as investors reacted to the outlook.
Sources: Benzinga · TradingView · Investing.com
-7.96% to $275.80 from $299.66
What moved TWLO
- HSBC analyst Sameer Lam downgraded Twilio to Reduce from Hold while holding his price target steady at $211.
- Twilio shares have surged roughly 30% since Meta’s Muse AI agent debuted on September 8, as investors framed Twilio as the messaging and authentication “plumbing” behind the assistant.
- HSBC argued that higher AI-agent traffic does not necessarily translate into a larger share of the resulting revenue for Twilio.
- Twilio shares fell about 7.6% in afternoon trading following the downgrade.
Sources: Benzinga · GuruFocus · Seeking Alpha · MarketScreener
+24.89% to $241.28 from $193.20
What moved TWLO
- Second-quarter adjusted earnings of $1.47 per share and revenue of $1.50 billion topped estimates of $1.32 per share and $1.43 billion.
- Twilio raised its full-year 2026 revenue growth guidance to 18%-18.5%, up from a prior 14%-15% range.
- Third-quarter guidance called for revenue of $1.505-$1.515 billion and non-GAAP earnings of $1.42-$1.47 per share.
- Several analysts raised their forecasts for the stock following the earnings beat.
Sources: 24/7 Wall St. · Investing.com · MarketBeat · Benzinga