Applovin Corporation vs Twilio Inc — how do they compare? Applovin Corporation trades at $443.99 (market cap $170.31B), while Twilio Inc trades at $217 (market cap $32.56B). The key difference: Applovin Corporation is far larger — about 5.2× Twilio Inc's market cap, and Twilio Inc is trading nearer its 52-week high, Applovin Corporation nearer its low. Which is the better fit depends on your goals.
| APP | TWLO | |
|---|---|---|
Market Cap | $170.31B | $32.56B |
Sector | Technology | Technology |
52-Week High | $733.60 | $236.64 |
52-Week Low | $335.10 | $92.44 |
Enterprise Value | $171.07B | $31.29B |
Signals from Pluang's Aura AI — not financial advice
AppLovin (APP) trades at $506.98, down 2.58% amid recent market volatility, with technical indicators showing a neutral bias. The company demonstrates exceptional profitability with 64.29% net income margins and has beaten earnings estimates for three consecutive quarters. Strong revenue growth is projected to reach $6.2 billion in 2026, though valuation multiples remain elevated with a P/E of 44.09.
The outlook remains positive given analyst consensus of 88% buy ratings and a $644.09 price target, representing 27% upside potential. Key risks include premium valuation sensitivity and competitive pressures in mobile advertising software. Recent news highlights market rotation impacts but also notes AppLovin's gaining e-commerce advertising share according to Jefferies survey (July 10, 2026).
Twilio (TWLO) trades at $218.24, up 1.72% with strong technical momentum and bullish analyst sentiment. The company shows improving fundamentals with revenue growth to $5.07B in 2025 and a return to profitability after years of losses. Recent earnings beats and CEO focus on AI-powered communication tools drive positive momentum. Technical indicators show the stock trading near pivot point resistance at $219 with strong moving average support.
The outlook remains positive with 77% analyst buy ratings and $215 consensus target, though high valuation multiples (P/E 325) present risk. Key opportunities include AI integration in communication platforms, while risks involve competitive pressures and execution challenges in maintaining growth momentum amid elevated expectations.
Trailing returns across standard periods
Latest headlines on both assets
AppLovin provides a software platform for mobile app developers to market, monetize, and analyze their apps. Its AI-powered tools help developers grow their business by connecting them with global advertising networks.
Read more on APP →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 →