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Braze beat revenue estimates and raised its full-year outlook, yet its stock cratered while every peer in the sector held firm. One line in the earnings guide explains why investors are selling a growth story that looked strong on almost every other measure.

Twilio (NYSE:TWLO) executives outlined the company’s strategy to expand beyond communications connectivity into tools designed to provide context, orchestration and intelligence for interactions involving customers, human agents and artificial intelligence systems. Speaking at a Goldman Sachs event

Twilio Inc. (NYSE:TWLO) revealed latest developments around its customer engagement platform for the Latin American market. The platform is evolving in line with the ongoing “agentic era” of AI-led business communication models. This strengthens Twilio’s standing as an infrastructure backbone for AI-enabled customer engagement across a well-suited region. The company shared platform capabilities being brought […]

Twilio stock has delivered a very strong 3 year return, yet the current checks send a mixed signal, with the Discounted Cash Flow (DCF) intrinsic value estimate suggesting the share price is close to fair value while the market multiple view points to an expensive profile. Twilio has returned 255.8% over the past 3 years, which puts more pressure on today’s buyers to be comfortable with what they are paying. Expected progress in scaling Twilio’s communications platform and converting more...

Why Twilio Stock Is Back In Focus After A Sharp Swing Twilio (TWLO) has seen sharp price moves in recent sessions, including a 5.3% jump followed by a 3.12% decline to US$232.98. This volatility is drawing fresh investor attention. That 5.3% jump followed by a 3.12% one day share price decline sits within a much stronger run for Twilio, with a 30 day share price return of 20.58% and a year to date share price return of 68.39%. Over a longer horizon, total shareholder return is mixed, with a...

In recent days, Twilio drew attention as enthusiasm around software stocks, easing Treasury yields, and anticipation of its upcoming earnings report all influenced trading activity. Investors are also reacting to stronger analyst optimism and technical signals such as the stock moving above its 20-day moving average, which together are shaping sentiment around the business. With this backdrop, we’ll examine how growing optimism ahead of Twilio’s earnings, including expectations for higher...

The latest trading day saw Twilio (TWLO) settling at $232.98, representing a -3.12% change from its previous close.

TWLO's 69% YTD rally is backed by accelerating growth, record free cash flow, raised guidance and rising demand for AI communications infrastructure.

Large-cap stocks are known for their staying power and ability to weather market storms better than smaller competitors. However, their sheer size makes it more challenging to maintain high growth rates as they’ve already captured significant portions of their markets.

When a stock breaks out above the 20-day simple moving average, good things could be on the horizon. How should investors react?

A number of stocks jumped in the afternoon session after software equities broadly gained momentum following a pullback in treasury yields and second-quarter financial results from Snowflake.

Even if a company is profitable, it doesn’t always mean it’s a great investment. Some struggle to maintain growth, face looming threats, or fail to reinvest wisely, limiting their future potential.

PENG's 143% YTD surge is backed by accelerating AI infrastructure demand, a growing backlog and a valuation below its industry average.

Great things are happening to the stocks in this article. They’re all outperforming the market over the last month because of positive catalysts such as a new product line, constructive news flow, or even a loyal Reddit fanbase.

Why investing for the long run, especially if you buy certain popular stocks, could reap huge rewards.

A number of stocks jumped in the afternoon session after quarterly earnings and upbeat corporate commentary signaled that artificial intelligence is driving growth across enterprise software rather than threatening legacy business models.

Nvidia broke out on earnings but didn't have coattails. Meanwhile several software stocks flashed buy signals on a trio of earnings. Fed chief Kevin Warsh's big speech looms.

Software is eating the world, and virtually no business is left untouched by it. Companies bringing it to life have been rewarded with explosive earnings growth, and the upward trend shows no signs of stopping as the industry has posted a 44.6% gain over the past six months, beating the S&P 500 by 32.9 percentage points.

According to the average brokerage recommendation (ABR), one should invest in Twilio (TWLO). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?

Whale Rock’s latest portfolio moves point to Snowflake and Twilio as two software stocks that could thrive despite AI disruption and a shifting enterprise spending environment.

Twilio (TWLO) is back in focus after the company scheduled a presentation at Canaccord Genuity's 46th Annual Growth Conference on August 12, 2026, drawing fresh attention to the stock's recent momentum profile. See our latest analysis for Twilio. Twilio's recent inclusion in a momentum-focused stock screen and its upcoming conference appearance come after a strong run, with a year to date share price return of 58.93% and a 1 year total shareholder return of 117.78%, even though the share...

Plexus, Twilio and MACOM have been highlighted in this Screen of The Week article.

A number of stocks fell in the afternoon session after competitive pressure from artificial intelligence increased following a Bloomberg report that Anthropic’s preliminary second-quarter revenue topped $11.5 billion.

Software companies' revenue and earnings beat rates accelerated sequentially in the second quarter,

Oil-price volatility is shaking markets, but Plexus, Twilio and MACOM stand out as momentum stocks with strong one-year gains and recent pullbacks.

BR shares climbed 11.9% in a month as digital asset partnerships, dividend growth and buybacks bolster the story despite rising costs.

MSGE, TWLO and AII made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on August 18, 2026.

Companies with more cash than debt can be financially resilient, but that doesn’t mean they’re all strong investments. Some lack leverage because they struggle to grow or generate consistent profits, making them unattractive borrowers.

Revenue hit $1.50 billion with accelerating gross profit and record free cash flow.

Stafman liquidated 79% of his equity position through indirect entities after the stock surged 159% over the past year. He retains ~133,000 shares worth approximately $32.9 million.