Twilio(US:TWLO) ZACKS·2026-01-06 00:00Company Performance - Twilio's stock closed at $136.24, reflecting a decrease of -1.53% from the previous day, underperforming the S&P 500 which gained 0.64% [1] - Over the past month, Twilio's stock has increased by 8.67%, outperforming the Computer and Technology sector's decline of -0.21% and the S&P 500's gain of 0.55% [1] Upcoming Earnings - Twilio is expected to report an EPS of $1.24, representing a 24% increase from the same quarter last year [2] - Revenue is forecasted at $1.32 billion, indicating a 10.22% rise compared to the same quarter last year [2] Fiscal Year Projections - For the entire fiscal year, earnings are projected at $4.81 per share, reflecting a growth of +31.06%, while revenue is expected to remain stable at $5.01 billion [3] - Recent changes in analyst estimates suggest a favorable outlook on Twilio's business health and profitability [3] Valuation Metrics - Twilio has a Forward P/E ratio of 25.49, which is a premium compared to the industry average Forward P/E of 24.2 [5] - The company has a PEG ratio of 1.28, which is lower than the average PEG ratio of 1.54 for Internet - Software stocks [6] Industry Context - The Internet - Software industry is part of the Computer and Technology sector, currently holding a Zacks Industry Rank of 58, placing it in the top 24% of over 250 industries [7] - The Zacks Industry Rank indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]