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Twilio (TWLO, Internet Services & Infrastructure) Stock Valuation & Fair Value Significantly overvalued

Twilio (TWLO, Internet Services & Infrastructure) trades at a blended P/E of 43.5, about 81% below its historical normal valuation, with a forward growth estimate of 14.5% and a PEG of 2.99. Priced at its historical normal P/E of 224.9 on the same blended earnings, the 2026-09-18 close of $243.84 corresponds to about $1,260 a share. This is a valuation reference, not a price target.

DATA AS OF 2026-09-21
Blended P/E
43.5
Normal P/E
224.9
PEG
2.99
Fwd growth
14.5%
Div yield
0.0%
RSI (14)
75.5
Overbought

The Street vs SeerForecast

Wall Street's mean price target for TWLO is $260.18 across 28 analysts, 10.5% below the current price. The average analyst rating is Buy. Our SeerForecast read of the same stock, formed without analyst targets: significantly overvalued. When the two disagree, start your digging there.

Valuation flags

Verdict history

tickerseer's rating has been significantly overvalued since 2026-07-31.

Blended P/E and rating by weekBlended P/E moved from 35.7 to 43.5 between 2026-07-31 and 2026-09-21, against a normal P/E of 224.9, with 0 rating changes over 18 recorded weeks.2026-07-31: P/E 35.7, Significantly overvalued (recalculated)2026-08-03: P/E 36.9, Significantly overvalued2026-08-07: P/E 36.9, Significantly overvalued (recalculated)2026-08-10: P/E 44.0, Significantly overvalued2026-08-14: P/E 44.0, Significantly overvalued (recalculated)2026-08-17: P/E 43.2, Significantly overvalued2026-08-21: P/E 43.2, Significantly overvalued (recalculated)2026-08-24: P/E 40.7, Significantly overvalued2026-08-27: P/E 40.7, Significantly overvalued (recalculated)2026-08-28: P/E 40.7, Significantly overvalued (recalculated)2026-08-30: P/E 40.7, Significantly overvalued (recalculated)2026-08-31: P/E 42.8, Significantly overvalued2026-09-05: P/E 42.8, Significantly overvalued (recalculated)2026-09-07: P/E 41.8, Significantly overvalued2026-09-12: P/E 41.8, Significantly overvalued (recalculated)2026-09-14: P/E 40.6, Significantly overvalued2026-09-19: P/E 40.6, Significantly overvalued (recalculated)2026-09-21: P/E 43.5, Significantly overvalued50.0100.0150.0200.0Jul 31Aug 13Aug 26Sep 8Sep 21Normal P/E 224.9
Attractively valuedFairly valuedAbove fair valueLarger dot: a stronger reading

Not every point was recorded live. Points marked recalculated apply today's valuation rules to the metrics tickerseer archived that week.

Selected weeks: the first, the latest, and the cheapest and dearest.

WeekBlended P/EPremium to normal P/ERating
2026-07-31P/E 35.7-84%Significantly overvalued
2026-08-10P/E 44.0-80%Significantly overvalued
2026-09-21P/E 43.5-81%Significantly overvalued ← now

Frequently asked questions

Is Twilio stock overvalued?

At a blended P/E of 43.5 versus its historical normal P/E of 224.9, Twilio trades about 81% below its typical valuation, with a PEG of 2.99 on 14.5% forward growth. tickerseer currently rates it significantly overvalued.

What is Twilio's fair value and PEG?

Twilio trades at a blended P/E of 43.5 against a historical normal P/E of 224.9, a PEG of 2.99, and a forward growth estimate of 14.5%. Priced at its historical normal P/E of 224.9 on the same blended earnings, the 2026-09-18 close of $243.84 corresponds to about $1,260 a share. This is a valuation reference, not a price target.

Has tickerseer's rating of Twilio changed?

tickerseer's rating has been significantly overvalued since 2026-07-31.

What is the analyst price target for Twilio?

The mean Wall Street price target for Twilio is $260.18 across 28 analysts, 10.5% below the current price. tickerseer's SeerForecast verdict is formed independently of analyst targets.

Industry: Internet Services & Infrastructure. Create a free account to see the full analysis: the SeerAI score, its five quality sub-scores, valuation history, and the AI research note. Options setups and metric history are part of the paid plans.

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