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Get what investors say about TWLO next
1 new call on TWLO this week is not on this page yet. Follow TWLO free and new calls come to you in The Brief, our morning email, the day after we record them. This page shows them a week later.
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Who said what, and what TWLO did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
Who’s talking about TWLO
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-10-26 | Unknown | Bullish | CNBC (uncut) | Earnings this Thursday provide a near-term catalyst within a broader software outperformance theme as fears… |
| 2026-10-20 | Unknown | Bullish | CNBC (uncut) | Twilio's turnaround is taking hold, supporting a personal purchase of the shares. |
| 2026-08-11 | George Blue Cloud TradingHost, Blue Cloud Trading | Bullish | CNBC Halftime Final Trades | Twilio broke above major resistance at $238.48 — a level dating back to June 2026 — with weekly Ichimoku… |
| 2026-01-05 | Joe Terranova (Virtus)Chief market strategist, Virtus | Neutral | CNBC Halftime Committee | Exited the position after buying at $131 on Dec 3 because the anticipated software-vs-semis mean reversion… |
Last reports
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 29 Oct 2026 | after the close | 1.65 vs 1.50 | +1.3% |
Notable options days
Sessions in the last 120 where TWLO’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 12 of 120 sessions qualified.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-10-30 | ||||||
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| 2026-05-18 |
TWLO on the Wheel
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