Stifel raises target to USD 325 for Twilio stock

Published on 10/15/2026 at 13:35 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Q2 revenue hit USD 1.499 billion, up 17.00 percent organically. Twilio stock costs EUR 237.80 on October 15, 2026 at Lang & Schwarz.

Growth outlook and reporting date

Stifel raised its Twilio target to USD 325 on October 14, 2026.
Second-quarter revenue reached USD 1.499 billion, with 17.00 percent organic growth.
Twilio stock traded at EUR 237.80 at 1:31 p.m. CEST at Lang & Schwarz on October 15, 2026.
Twilio will report third-quarter 2026 results on October 29, 2026.

TWLO, US90138F1021, Illustration mit AI erstellt.

Twilio stock (ISIN US90138F1021) was trading at EUR 237.80 at Lang & Schwarz on October 15, 2026 at 1:31 p.m. CEST. Investing.com reported on October 14, 2026 that Stifel raised its Twilio price target to USD 325 from USD 300 while maintaining a Buy rating.

Three dated milestones shape the setup

Twilio reported USD 1.499 billion in second-quarter 2026 revenue on August 6, 2026, while organic revenue growth reached 17.00 percent, according to the company's investor-relations release. The same release showed USD 285 million in non-GAAP income from operations and USD 353 million in free cash flow, linking the revenue increase to stronger operating cash generation.

On October 8, 2026, Twilio announced that it would report third-quarter 2026 results on October 29, 2026. The company scheduled its earnings conference call for 5:00 p.m. ET, giving investors a concrete date for testing the current growth expectations.

On October 14, 2026, Stifel lifted its target from USD 300 to USD 325. The firm expects a top-line beat of approximately 4 percentage points and fourth-quarter organic growth of 11 to 12 percent, but also described the earnings bar as high.

What does the target mean for growth?

The target change puts execution ahead of valuation expansion in Stifel's view. Its thesis centers on messaging, voice, software add-ons and voice agents, while the next earnings report will show whether the second-quarter pace can continue.

Dates that matter next

The next substantiated company date is October 29, 2026, when Twilio is scheduled to publish third-quarter results and hold its conference call.

Stock price meets a higher target

Twilio's second-quarter figures provide the operating benchmark behind the target discussion: USD 1.499 billion in revenue, 17.00 percent organic growth, USD 285 million in non-GAAP operating income and USD 353 million in free cash flow. The current euro quotation gives German investors a separate intraday reference for the stock.

The further course of trading is shown by the continuously updated real-time quote of Twilio stock.