What’s Going On With Twilio Stock Friday?

by | Feb 13, 2026 | General

Twilio Inc. (NYSE:TWLO) stock traded unevenly Friday after the company reported fourth-quarter results that topped analyst expectations on both revenue and earnings.

The communications software company posted fourth-quarter revenue of $1.37 billion, exceeding analyst estimates of $1.32 billion. Total revenue increased 14% year over year. Adjusted earnings reached $1.33 per share, topping the anticipated $1.24 per share.

Outlook

For the first quarter, Twilio projects revenue between $1.34 billion and $1.35 billion, ahead of the $1.29 billion estimate. Full-year 2026 revenue is forecasted at $5.65 billion to $5.70 billion, compared to the $5.46 billion analyst consensus.

Technical Analysis

Technical indicators suggest Twilio is currently trading 12.5% below its 20-day simple moving average (SMA) and 14.3% below its 100-day SMA, indicating a bearish trend in the short- to medium-term. Shares have decreased approximately 25.03% over the past 12 months, positioning the stock closer to its 52-week low than its high, underscoring its struggles.

The RSI is at 37.33, indicating neutral momentum, while the MACD is below its signal line, suggesting bearish pressure on the stock. This combination points to a lack of strong buying interest at current levels.

  • Key Resistance: $108.50
  • Key Support: $105.00

Earnings & Analyst Outlook

Twilio Inc. is slated to provide its next financial update on April 30, 2026.

  • EPS Estimate: 95 cents (Down from $1.14 YoY)
  • Revenue Estimate: $1.32 billion (Up from $1.17 billion YoY)
  • Valuation: P/E of 269.3x (Indicates premium valuation)

Analyst Consensus & Recent Actions: The stock carries a Buy Rating with an average price target of $138.61. Recent analyst moves include:

  • Rosenblatt: Buy (Maintains Target to $180.00) (Feb. 13)
  • BTIG: Buy (Lowers Target to $155.00) (Feb. 13)
  • Morgan Stanley: Overweight (Raises Target to $169.00) (Jan. 15)

TWLO Price Action: Twilio shares were up 0.58% at $111.05 at the time of publication on Friday, according to Benzinga Pro data.

Photo by Tada Images viaShutterstock