CoreWeave vs Twilio Inc — how do they compare? CoreWeave trades at $82.08 (market cap $44.99B), while Twilio Inc trades at $289.47 (market cap $42.35B). The key difference: CoreWeave and Twilio Inc are close in size by market cap, and Twilio Inc is trading nearer its 52-week high, CoreWeave nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold CoreWeave for 7 Days and Twilio Inc for 56 Days on average.
| CRWV | TWLO | |
|---|---|---|
Market Cap | $44.99B | $42.35B |
Volume | 41,993,776 | 1,862,642 |
Sector | Technology | Technology |
52-Week High | $143.08 | $301.27 |
52-Week Low | $60.82 | $106.23 |
Typical Hold Time | 7 Days | 56 Days |
Enterprise Value | $91.06B | $40.76B |
Signals from Pluang's Aura AI — not financial advice
CRWV trades at $82.08, down 7.2% amid a broader AI stock sell-off. The technical picture is bearish, with price below key resistance levels. Fundamentally, the company shows strong revenue growth but deep losses, with a net income margin of -25.4% in 2026. A massive $104 billion backlog signals high demand, yet expansion requires significant debt and equity financing, increasing financial risk.
The outlook is polarized: high growth potential from AI infrastructure demand contrasts with substantial execution and financial risks. Analyst consensus is bullish with a $147.57 price target, but investors face volatility from debt-funded expansion and competitive pressures. The stock's trajectory hinges on converting its backlog to profitable revenue.
Twilio (TWLO) trades at $289.47, up 6.03% in the last 24 hours, with a bullish technical signal from moving averages. The stock is set to join the S&P 500 on October 6, 2026, a positive catalyst. Recent quarters show consistent earnings beats, with Q2 2026 EPS of $1.47 beating the $1.32 estimate. Revenue growth is accelerating, reaching $5.07 billion in 2025, with a net income margin turning positive at 0.66% after prior losses.
Outlook is positive due to S&P 500 inclusion and strong earnings momentum, but valuation remains elevated with a P/E of 38.09. Risks include competitive pressures and potential overvaluation concerns highlighted by HSBC's recent downgrade. Analyst consensus is bullish with 76.9% buy ratings, though the consensus price target of $254.65 suggests limited near-term upside from current levels.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
CoreWeave provides cloud computing infrastructure designed for AI workloads. Its platform gives organizations access to large-scale GPU computing and cloud services for training and running AI models.
Read more on CRWV →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 →