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Twilio Results And Moody’s Upgrade Raise Questions On Valuation And AI Potential

Simply Wall St·02/19/2026 01:24:35
Listen to the news
  • Twilio (NYSE:TWLO) reported quarterly results that exceeded prior expectations, with organic revenue contributions from its voice and AI products.
  • The company highlighted outperformance in its voice business and AI driven revenue within its latest Q4 update.
  • Moody’s upgraded Twilio’s credit rating, citing changes in its financial stability and a different view of its market position.

Twilio runs communications tools that help businesses manage voice, messaging, and customer engagement, and it has been expanding its AI powered services. The latest quarter put a spotlight on voice and AI as revenue contributors, which relates to how many companies are reworking customer support, marketing, and automation around these technologies. For investors, NYSE:TWLO is linked to broad trends in cloud software and AI adoption.

The Moody’s credit upgrade reflects an external view of the company’s financial footing and operational profile, which can matter for Twilio’s funding flexibility and risk assessment. Together, the reported results and the upgrade provide context for how the market may view Twilio’s business quality, balance sheet characteristics, and sensitivity to changes in enterprise IT and AI spending over time.

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NYSE:TWLO 1-Year Stock Price Chart
NYSE:TWLO 1-Year Stock Price Chart

See which insiders are buying and buying and selling Twilio following this latest news.

Investor Checklist

Quick Assessment

  • ✅ Price vs Analyst Target: At US$110.62 against a consensus target of US$143.14, the price sits roughly 22% below where analysts cluster.
  • ✅ Simply Wall St Valuation: Shares are described as trading about 26.9% below an estimated fair value, which aligns with an undervalued label.
  • ❌ Recent Momentum: The 30 day return of around 7.1% decline shows the share price has pulled back recently despite the stronger quarter.

There is only one way to know the right time to buy, sell or hold Twilio. Head to Simply Wall St's company report for the latest analysis of Twilio's Fair Value..

Key Considerations

  • 📊 The earnings beat, voice strength, and AI contribution, together with the Moody’s upgrade, reinforce Twilio’s current business profile and balance sheet quality.
  • 📊 Keep an eye on how AI related revenue, profit margins versus the 0.7% net income margin, and the very high 495.7x P/E evolve relative to IT peers.
  • ⚠️ Minor risks include large one off items affecting results, so check how much of this quarter’s performance is repeatable versus exceptional.

Dig Deeper

For the full picture including more risks and rewards, check out the complete Twilio analysis. Alternatively, you can check out the community page for Twilio to see how other investors believe this latest news will impact the company's narrative.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.