American Well Corp vs Twilio Inc — how do they compare? American Well Corp trades at $12.95 (market cap $215.16M), while Twilio Inc trades at $248 (market cap $37.87B). The key difference: Twilio Inc is far larger — about 176× American Well Corp's market cap. Which is the better fit depends on your goals.
| AMWL | TWLO | |
|---|---|---|
Market Cap | $215.16M | $37.87B |
Sector | Health | Technology |
52-Week High | $13.58 | $255.95 |
52-Week Low | $3.78 | $100.09 |
Enterprise Value | $22.19M | $36.28B |
Signals from Pluang's Aura AI — not financial advice
AMWL trades at $12.94, down 0.38% with a bullish technical signal. The company shows improving fundamentals with three consecutive quarterly earnings beats and narrowing losses. Revenue declined to $249.33M in 2025 but net losses improved from -$270M to -$95.70M. Recent news highlights Amwell's strategic developments including a Department of Defense contract and leadership changes at Amazon's healthcare unit.
While AMWL shows operational improvement with reduced cash burn and earnings momentum, the stock faces challenges from declining revenue and persistent losses. Analyst consensus leans cautious with 67% hold ratings. Key risks include execution on profitability targets and competitive pressures in telehealth. The path to cash-flow breakeven in Q4 2026 remains critical for valuation upside.
Twilio (TWLO) trades at $249.42, down 2.55% on the day but near its 52-week high after a strong rally. The stock shows bullish technical signals with moving averages supporting upward momentum, while RSI levels indicate potential overbought conditions. Fundamentally, revenue growth accelerated to 22% year-over-year in Q2 2026, with net income turning positive in 2025 after years of losses. Recent earnings beats and raised full-year guidance to 18-18.5% revenue growth have fueled investor optimism.
Outlook remains positive with Wall Street consensus at Buy (76.93% of analysts) and a $266.31 price target, implying ~7% upside. Key opportunities include sustained free cash flow generation and AI-driven growth, though risks involve high valuation multiples (P/E 34.06) and insider selling activity. Execution on guidance and competitive pressures in cloud communications will be critical for continued outperformance.
Trailing returns across standard periods
Latest headlines on both assets
American Well Corp is a telehealth company enabling digital delivery of care for its customers. Its platform, Amwell, digital care delivery solution that equips health systems, health plans, government, and innovator clients with the tools to enable new models of care for their patients and members enabling care delivery across the full healthcare continuum - from primary and urgent care in the home to high acuity specialty consults, such as telestroke and telepsychiatry, in the hospital. It provides both on-demand and scheduled consultations. Its Health Plan Programs include Virtual Primary Care, Musculoskeletal Care, Dermatology Care, and Chronic Care among others and its Health System Modules include Acute Behavioral Health, ED Triage, Pediatrics and Telestroke among others.
Read more on AMWL →Twilio Inc. is a cloud-based communication platform-as-a-service company offering communication building blocks that allow for a fully customized customer engagement experience spanning voice, video, chat, and SMS messaging. It does this through various application programming interfaces, or APIs, and prebuilt solution applications aimed at improving customer engagement. The company leverages its Super Network, a global network of carrier relationships, to facilitate high-speed, cost-effective communication.
Read more on TWLO →