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 made some progress in recovering this massive drop! Beautiful bounce off the marked support area of $182! A break of $210 would be the call trigger to fill the rest of the open gap

$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 ended September with only 120.9 million dollars of revenue tied to contracts running longer than a year, and 97 percent of that is expected to be recognized within 24 months. Deferred revenue and customer deposits barely moved at 157.0 million dollars, against 158.7 million at year end. Almost everything Twilio sells still gets billed as customers use it, not locked in ahead of time.

$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 Trade Idea: November 6th 210C 💡 📈 Trigger: 206.91 🎯 Target: 215.79 🛑 Stop: 202 | $TWLO closed at 205.03. Twilio beat and raised the full year guide Thursday night but guided Q4 organic growth lower, and the stock flushed to 180 Friday before reclaiming to close near the high. This is another day 2 continuation like AMZN. Often with these types of trades, you have very high odds of at least an attempt higher before resting. If you see a first move down tomorrow, wait one more day and then look for an inside break on day 3 higher.

$TWLO $OKTA So you compare one stock to another and it means only one thing. You are short both!

$TWLO - Oct 29 call: full-year organic growth outlook moved to 15% (prior 13–13.5%); non-GAAP operating income to $1.19–1.20B (prior $1.135–1.155B) - That is the third upward revision this year – February opened at 8–9% organic and $1.04–1.06B - Q4 organic growth guided at 11–12%, after 16% in Q3 (8-K) - Q3 Form 4: Scott Ferguson sold ~$123.5M on Aug 12, not under a routine plan Read: the full-year bar has gone up every quarter of 2026. Against: the Q4 guide steps down from Q3's pace, and the largest insider trade of the year was a sale.

$TWLO beat on revenue and EPS, raised the full year, and still fell 15% Friday to a 3-month low. Messaging is slowing and the Q4 guide was soft. "Good company, 15% off" is the trap. Stocks that gap down on earnings often keep sliding while they re-price. My rules sit out the first few days after a report and only buy dips in an intact trend. Missing a bounce beats catching a knife.

Twilio beat Q3 and still got crushed. $TWLO fell more than 15% Friday after guiding Q4 organic growth down to 11-12% from 16%. A beat means little when the outlook slows.

$TWLO had to sell this morning. I’ve been holding and averaging down since the 400’s. I should have closed at 3. But this 40% dip from years high was enough to just get out with profit. Will reload if it continues down and fills that gap from the beginning of this year’s momentum. Good luck to you all. Cheers. 🍻

$TWLO Will Twilio report full-year 2026 revenue above $6.07 billion in its 2026 annual report? We did a deep dive on Twilio. 📈 Third-quarter revenue beat the top of Twilio's own range by $44.5 million, after beating it by $69.1 million in the second quarter 📉 The fourth-quarter guide of 11% to 12% organic growth, down from 16%, implies full-year revenue of about $6.06 billion to $6.07 billion, so clearing that bar takes another beat 📈 The bull read is that Twilio gave the same 11% to 12% guide in August and then delivered 16%, while free cash flow rose to 24% of revenue from 19% ⚠️ The bear read is that net expansion from existing customers slipped to 114% from 116%, and Microsoft's move to passkeys threatens Twilio's one-time-password texts Our call: YES. We find out when Twilio files its 2026 annual report on Form 10-K, expected in late February 2027. Full report linked in the replies.

$TWLO thoughts on the report specifically if you compare to BAND? Would love to hear your insights especially at the margins that may trigger a move one way versus another

$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 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 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.