For the second quarter of 2026, analysts expect Twilio to report consensus revenue of $1.43 billion and non-GAAP EPS of $1.32, with the stock currently trading near $196.43 against an average analyst price target of $220.59. Investors are primarily focused on organic revenue growth, which management previously guided to a range of 10% to 11% for the period.
This reporting follows a strong first quarter where organic growth hit 16% and the dollar-based net expansion rate surged to 114%, driven by AI infrastructure demand. Market participants are closely monitoring if Twilio can maintain this momentum after the strategic decision to retain and reintegrate its Segment business unit.