Visit the full analysis for the latest explanation of Twilio Inc.'s stock movement.
Twilio is a cloud communications platform that enables businesses to embed voice, messaging, and video capabilities into their applications via APIs, generating over $5 billion in annual revenue. The company reported a strong Q4 2025 with 14% revenue growth and expanding operating margins, positioning itself as AI infrastructure for customer engagement. The stock has been exceptionally volatile since its February 12 earnings report — swinging between -7% and +7% in alternating sessions — as analyst price target cuts and SaaS sector anxiety have clashed with the company's improving fundamentals.