Twilio (TWLO) Joins The S&P 500, Does It Look Fully Valued?

Simply Wall St.10-08

AdvertisementIndex reshuffle puts Twilio in focus Twilio (TWLO) just completed a significant index shuffle, joining the S&P 500 and several related benchmarks while exiting multiple mid and small cap ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2673251047?lang=en_US&edition=fundamental","thumbnail":"https://simplywall.st/cdn-cgi/image/fit=cover,format=auto,width=320,height=180/https://images.simplywall.st/asset/industry/8030001-choice2-card/1788942866586","is_english":true,"pubTime":"2026-10-08 10:45","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2673251047","market":"nz","top_or_hot":-1,"title":"Twilio (TWLO) Joins The S&P 500, Does It Look Fully Valued?","media":"Simply Wall St.","content":"<div>\n<p>AdvertisementIndex reshuffle puts Twilio in focus Twilio (TWLO) just completed a significant index shuffle, joining the S&P 500 and several related benchmarks while exiting multiple mid and small cap ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/software/nyse-twlo/twilio/news/twilio-twlo-joins-the-sp-500-does-it-look-fully-valued\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Twilio (TWLO) Joins The S&P 500, Does It Look Fully Valued?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTwilio (TWLO) Joins The S&P 500, Does It Look Fully Valued?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-10-08 10:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/software/nyse-twlo/twilio/news/twilio-twlo-joins-the-sp-500-does-it-look-fully-valued><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AdvertisementIndex reshuffle puts Twilio in focus Twilio (TWLO) just completed a significant index shuffle, joining the S&P 500 and several related benchmarks while exiting multiple mid and small cap ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/software/nyse-twlo/twilio/news/twilio-twlo-joins-the-sp-500-does-it-look-fully-valued\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"GSUS","symbol_name":"Goldman Sachs MarketBeta U.S. Equity ETF","start_time":0,"source_url":"https://simplywall.st/stocks/us/software/nyse-twlo/twilio/news/twilio-twlo-joins-the-sp-500-does-it-look-fully-valued","article_id":"2673251047","we_media_id":null,"thumbnails":["https://simplywall.st/cdn-cgi/image/fit=cover,format=auto,width=320,height=180/https://images.simplywall.st/asset/industry/8030001-choice2-card/1788942866586"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/software/nyse-twlo/twilio/news/twilio-twlo-joins-the-sp-500-does-it-look-fully-valued","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2673251047","pubTimestamp":1791427501,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Index reshuffle puts Twilio in focus\nTwilio (TWLO) just completed a significant index shuffle, joining the S&P 500 and several related benchmarks while exiting multiple mid and small cap indices in early October 2026.\nShort term traders just saw some profit taking, with the 1 day share price return down 2.6% and the 7 day share price return down 6.6% after the S&P 500 addition rally. Twilio still carries strong momentum with a 30 day share price return of 17.2%, a year to date share price...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"GSUS":"Goldman Sachs MarketBeta U.S. Equity ETF","PBJL":"PGIM S&P 500 Buffer 20 ETF - July","HELO":"JPMorgan Hedged Equity Laddered Overlay ETF","ISSXF":"IShares Core S&P  500 Index ETF","VUG":"成长股指数ETF-Vanguard MSCI","HJUN":"Corgi U.S. Equities 100% Structured Buffer ETF - June Series","PTL":"Inspire 500 ETF","MRCP":"PGIM S&P 500 Buffer 12 ETF - March",".SPX":"S&P 500 Index","VOOG":"Vanguard标普500成长ETF","SCHG":"Schwab U.S. Large -Cap Growth ET","CGUS":"Capital Group Core Equity ETF","PTLC":"Pacer Trendpilot US Large Cap ETF","DSPY":"Tema S&P 500 Historical Weight ETF Strategy","UOCT":"Innovator U.S. Equity Ultra Buffer ETF - October","TSPA":"T. Rowe Price U.S. Equity Research ETF","BKLC":"BNY Mellon US Large Cap Core Equity ETF","XXX":"Cyber Hornet S&P 500 and XRP 75/25 Strategy ETF","VOOX":"Corgi U.S. Large-Cap 2x Daily ETF","XPAY":"Roundhill S&P 500 Target 20 Managed Distribution ETF","CPST":"Calamos S&P 500 Structured Alt Protection ETF - September","RSPN":"Invesco S&P 500 Equal Weight Industrials ETF","XSPI":"NEOS Boosted S&P 500 High Income ETF","CFO":"VictoryShares US 500 Enhanced Volatility Wtd ETF","SPDF":"Defender Risk Adaptive 500 ETF","FLCC":"Federated Hermes MDT Large Cap Core ETF","VSL":"Volshares Large Cap ETF","OALC":"OneAscent Large Cap Core ETF","TWLO":"Twilio Inc","UXAP":"FT Vest U.S. Equity Uncapped Accelerator ETF - April","FELC":"FIDELITY ENHANCED LARGE CAP CORE ETF","SPYM":"投资组合标普500指数ETF-SPDR","SSS":"Cyber Hornet S&P 500 and Solana 75/25 Strategy ETF","TOPC":"iShares S&P 500 3% Capped ETF","GBXB":"Goldman Sachs U.S. Large Cap Buffer 2 ETF","UXJA":"FT Vest U.S. Equity Uncapped Accelerator ETF - January","ABIG":"Argent Large Cap ETF","VYM":"红利股ETF-Vanguard","LGDX":"INTECH S&P LARGE CAP DIVERSIFIED ALPHA ETF","FEBT":"AllianzIM U.S. Equity Buffer10 Feb ETF","UXJL":"FT Vest U.S. Equity Uncapped Accelerator ETF - July","XDTE":"Roundhill S&P 500 0DTE Covered Call Strategy ETF","FLAO":"AllianzIM U.S. Equity 6 Month Floor5 Apr/Oct ETF","SPY":"标普500ETF","LGH":"HCM Defender 500 Index ETF","SPYU":"MAX S&P 500 4X Leveraged ETN","XUSP":"Innovator Uncapped Accelerated U.S. Equity ETF","GPIX":"GOLDMAN SACHS S&P 500 CORE PREMIUM INCOME ETF","ACLC":"AMERICAN CENTURY LARGE CAP EQUITY ETF","VOO":"Vanguard标普500ETF"},"translate_title":"Twilio (TWLO) 加入标普500，看起来价值充分吗？","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/a8586b22a7b9499d55f11a9113d1b46d","symbols_score_info":{"FLCC":1.5,"TWLO":1.5,"LGDX":1.5,"DSPY":1.5,"ABIG":1.5,"GPIX":1.5,"VUG":1.5,"FEBT":1.5,"SCHG":1.5,"XPAY":1.5,"UOCT":1.5,"TOPC":1.5,"GBXB":1.5,"LGH":1.5,"TSPA":1.5,"CGUS":1.5,"GSUS":1.5,"BKLC":1.5,"PBJL":1.5,"HJUN":1.5,"VOO":1.5,"CPST":1.5,"UXAP":1.5,"UXJL":1.5,"PTLC":1.5,"FLAO":1.5,"RSPN":0.6,"SPYU":0.6,"XSPI":1.5,"CFO":1.5,"VSL":1.5,"SPYM":1.5,"OALC":1.5,"PTL":1.5,"FELC":1.5,"XDTE":0.6,"MRCP":1.5,"XXX":1.5,"HELO":1.5,"VOOX":1.5,".SPX":1.5,"SPY":1.5,"VOOG":1.5,"SSS":1.5,"ISSXF":1.5,"XUSP":1.5,"UXJA":1.5,"VYM":1.5,"ACLC":1.5,"SPDF":1.5},"content_text":"AdvertisementIndex reshuffle puts Twilio in focus Twilio (TWLO) just completed a significant index shuffle, joining the S&P 500 and several related benchmarks while exiting multiple mid and small cap indices in early October 2026. Short term traders just saw some profit taking, with the 1 day share price return down 2.6% and the 7 day share price return down 6.6% after the S&P 500 addition rally. Twilio still carries strong momentum with a 30 day share price return of 17.2%, a year to date share price gain of 97.3% and a 1 year total shareholder return of 139.4%, even though the 5 year total shareholder return is down 21.0%. Scan how Twilio’s S&P 500 move compares with other fast movers in its space by sizing up the 29 high quality undervalued stocks. Twilio has sprinted into the S&P 500, then given back a slice of those gains. Is that post-index pullback already a second chance, or does waiting on the sidelines make more sense when you look at the current valuation setup? Most Popular Narrative: 4% Overvalued Twilio last closed at $273, which sits a little above the most widely followed fair value estimate of $263.04 that applies a 9.3% discount rate and assumes quite demanding earnings and margin outcomes.  Growing adoption of AI-powered communications and automation is fueling incremental demand for Twilio's programmable infrastructure and platform products (e.g., ConversationRelay, conversational intelligence), expanding the company's addressable market and contributing to higher-margin revenue growth, which in turn supports future revenue and net margin expansion.  See why 77 investors see Twilio as 4% overvalued. Result: Fair Value of $263.04 (OVERVALUED) Still, Twilio’s story could change quickly if low margin messaging continues to weigh on profits, or if AI driven customers shift to in house or rival platforms. Find out about the key risks to this Twilio narrative. Next Steps Twilio’s setup is not one sided, with investors flagging both meaningful risks and some encouraging bright spots in the current story. If you want to move quickly instead of just watching the consensus, weigh both angles for yourself by going through the 1 key reward and 4 important warning signs. Looking for more investment ideas beyond Twilio? If Twilio has your attention but you do not want your portfolio leaning on one story, you could broaden your watchlist with a few focused stock shortlists.  Target steadier compounding potential by reviewing a 8 dividend fortresses that prioritises income strength with higher yields. Hunt for quality at a sensible entry point by scanning the 20 high quality undiscovered gems that rarely appear on headline lists. Dial down portfolio risk by filtering for a 31 resilient stocks with low risk scores that concentrates on resilience and balance sheet strength.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n        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\n        financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n        Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n        Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if Twilio might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"1","news_tag":"corporation","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"isLaohu8Offline":false,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.50.1","shortVersion":"4.50.1","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2673251047","isCrawlerRequest":true}