Stock AnalizTwilio (TWLO) earnings for the quarter ended September 2026: EPS beats estimates
Twilio reported results for the quarter ended September 2026 on October 29, 2026. Adjusted earnings per share came in at $1.65 against the analysts’ average forecast of $1.47, a beat of 12.4%.
Revenue for the quarter was $1.56 billion, up 19.9% from $1.30 billion in the same quarter a year earlier.
The market’s verdict: the stock fell 19.2% on the first trading day after the report.
The last four quarters
Twilio has beaten the analysts’ EPS forecast in 4 of the last 4 quarters.
| Quarter | EPS | Forecast | Surprise | Revenue growth | Price reaction |
|---|---|---|---|---|---|
| Sep 2026 | $1.65 | $1.47 | +12.4% | +20% | −19.2% |
| Jun 2026 | $1.47 | $1.32 | +11.1% | +22% | +24.9% |
| Mar 2026 | $1.50 | $1.27 | +18.0% | +20% | +30.1% |
| Sep 2025 | $1.25 | $1.07 | +17.0% | +15% | +20.8% |
What comes next
Analysts expect EPS of $1.55 for the next quarter on average and $6.16 for the fiscal year ending December 31, 2026.
The average analyst price target is $269.99, 28% above the current price of $211.21.
Valuation and score
Twilio scores 2.4 out of 5 overall on Stock Analiz (average), trades at a trailing P/E of about 26.5, and its intrinsic value under moderate assumptions is about 50% below the current market value. Full Twilio analysis with 10 years of financials
Frequently asked questions
What was Twilio’s EPS for the quarter ended September 2026?
$1.65 adjusted per share, against an analyst consensus of $1.47.
How much revenue did Twilio report?
$1.56 billion, up 19.9% year over year.
More
This report was written automatically from the published numbers within hours of the release. It is information, not investment advice.