Movement Alert｜Twilio Falls 5.07% in Regular Trading, Pre-Earnings Caution Offsets Bullish Analyst Views

On October 23, Twilio fell 5.07% in Regular Trading, trading at $253.065 per share, with turnover of $245 million.

The move came ahead of the company’s October 29 earnings release, as pre-earnings caution over valuation and execution appeared to outweigh otherwise constructive analyst commentary.

Consensus estimates point to third-quarter revenue of $1.514 billion, up 20.80% year over year, adjusted EPS of $1.47, up 35.29%, and EBIT of $290 million, up 36.90%. Oppenheimer recently said channel checks showed broad-based demand across regions and verticals, citing strong adoption of VoiceAI, Conversations, and software add-ons, and raised its price target to $325 from $275 while maintaining an outperform rating. Other firms also lifted targets in October, including JPMorgan to $335, Stifel to $325, and BTIG to $315. Still, the latest selloff suggests investors remain focused on whether strong growth and AI-related momentum can fully justify the stock’s valuation into the print.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)