TWLO Twilio Inc

$TWLO NOV20 260C · still actionable Zone: $252.60 to $256.20 Invalidation: close under $248.00 Objectives: $271.00, then $286.00 The math: up 6.5% to the first objective and 12.4% to the second, against 2.5% risk on the invalidation, about 5 to 1 to the second This is a swing idea built on a simple picture. Twilio has slid back to the same 248 to 250 ground that held on Monday and Tuesday, and today it is testing that ground again while the sellers do their loudest work. What that means for you is the risk is easy to see, because a close under that ground says the bounce idea is wrong, and the room above runs first to 271, where the stock topped out yesterday, and then toward 286. Earnings land on October 29, and that date is the spark that can move this one either way, so the plan respects it instead of pretending it is not there. P.S. Watch the close today. Holding above 250 into the bell matters more than any green minute in the middle of the day.

$TWLO buy the bounce! We all knew this would dip after earnings regardless is the numbers. The numbers are excellent. Now is the time!

$TWLO $BAND More real-world AI agent use cases hitting every day. Vapi just gave personal agents the ability to call businesses, sit on hold and talk to humans. PayNearMe launched an AI collections agent doing in 1 hour what took roughly 28 staff. More agents. More calls. More minutes. More messaging. Bullish for the comms layer.

$TWLO down about 18% after hours. Twilio sells the pipes AI agents talk through, and it still got sold hard after reporting. no AI angle is protection anymore

$TWLO Q3: a beat-and-raise print the market is selling anyway — down ~18% AH. Revenue $1.56B vs $1.51B cons (+20% reported, +16% organic vs 11-12% guided). (1/8)

$TWLO drop today looks like post-S&P 500 inclusion flow. Forced index buying peaked into yesterday’s rebalance, then disappeared. Add momentum/speculative longs taking profits and you get the air pocket. Unless there’s material fundamental news I missed, this looks flow-driven?

$TWLO never listen to anybody about your holdings. I had an average price of $50 for twillio and I was quite confident about the company because they always reported good numbers. I sold every single share because people were saying this company will be gone soon. ChatGPT was saying the same.

$TWLO Twilio is joining the S&P 500 before Tuesday's open, replacing Warner Bros. Discovery (S&P announced Thursday; the Paramount deal pulls WBD out). This is the rare catalyst with a known buyer and a known deadline: index trackers have to own it, and the bulk of the buying lands at Monday's closing auction. Twilio closed Thursday at 301.23, up 3%, a new 52-week high. That is right on top of TD Cowen's 300 target from Sept 22. The AI-agent volume-bid thesis from September arrived in about nine days. Now the bid turns mechanical.

$TWLO NOV20 270C · in play Zone: $259.96 to $263.62 Invalidation: close under $253 Objectives: $275, then $290 The math: up 5.0% to the first objective and 10.8% to the second, against 3.4% risk on the invalidation, better than 3 to 1 to the second. Dear friend, Twilio spent Thursday falling to 253 and then Friday buyers walked it straight back up past 261, and that kind of snap back right before earnings tells you the sellers are tired. The company reports this Thursday after the close, with analysts looking for about 1.47 a share on roughly 1.51 billion in revenue, and the last report beat on both counts. This is a swing into that report, with room to run if buyers keep pushing and a clear line at 253 if they do not. P.S. A close above 263.70, the Friday high, is the first sign the bounce has legs.

$TWLO NOV20 270C · still actionable Zone: $257 to $261 Invalidation: close under $250 Objectives: $275, then $290 The math: up 6.2% to the first objective and 12.0% to the second, against 3.5% risk on the invalidation, better than 3 to 1 to the second Dear friend, picture a good house after a storm passed through the kitchen window. Twilio fell hard last Friday to 236.85, then buyers stepped in and lifted it back above 257 by Monday close, and it is holding that ground today. That is a swing setup into earnings on October 29, because a name that refuses to stay down after a drop like that is telling you demand is still there underneath. The plan is simple, respect 250 on a close, and let the prior highs at 275 and then 290 do the talking if buyers keep pushing. P.S. The first tell is a close above 261, the high from today, because that clears the bounce and puts 275 in plain sight.

$TWLO - Has had a good uptick until recently last Friday with potentially people taking in profits after a bearish market and higher interest rates. In addition, HSBC downgraded the stock to $211. Due to all the selling we are seeing and the aforementioned, this could be a good short 😏.

$TWLO over valued garbage-- am I shorting it long term -- no-- labor market is garbage and that benefits corporations because employees are fighting to keep job and creating more output productivity-- short time frames at this point-- big layoffs at any company will signify doom and that it's over-- until then ride the back of the little guy working for pittance to keep their job

$TWLO near its 52-week high, and profit is up 5574% in a year, to $1.1B. Scores a 17, top 30 of the 285 stocks in its industry.

$TWLO Something to watch, not a major catalyst today. An Oct 1 ruling let claims over unsolicited AI robocalls proceed against Twilio and OpenAI. No liability established, but potential class-action exposure and higher compliance costs could pressure margins and valuation. On the flip side, tighter regulation could favor scaled providers like Twilio. A longer-term risk to monitor, not a thesis-changer yet.

$TWLO i predict a retrace back to the lower 260s, accumulation phase, then a slow rise back to ATH

Promoted to the S&P 500. Twilio joins the benchmark Tuesday, replacing Warner Bros. Discovery. It surged 3% Thursday to a near five-year high, and is up 200% from its $99 low. $TWLO

$TWLO - The short thesis is essentially: Twilio may be a good business priced as a better one. If it remains primarily a competitively priced communications layer rather than becoming a meaningfully higher-margin customer-engagement and AI platform, its growth and margin profile may not support today’s valuation. The principal downside catalyst would be evidence that AI monetization, software mix improvement, and retention are not progressing quickly enough to offset messaging commoditization and dilution.

$TWLO Didn’t see this one coming Going to get Boned Big Time Anyone overnight me some KY? Stains on the mattress are hard to get out even soaked in bleach. Any thoughts

$TWLO Q3 '26 Earnings Results & Recap • Reported GAAP EPS of $1.65 up 32.00% YoY • Reported revenue of $1.56B up 19.93% YoY • Twilio guides Q4 2026 revenue to a range of $1.6B and non-GAAP diluted EPS to $1.48-$1.53; FY2026 revenue growth is raised to 20%, with non-GAAP operating income and free cash flow each $1.19B.

$TWLO reports earnings today after the close. I’m bullish heading into the report: TWLO has beaten EPS estimates in 8 of its last 8 reports, according to Stock Meadow.