Compare MACOM Technology (MTSI) vs Twilio Inc (TWLO) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
MACOM Technology vs Twilio Inc — how do they compare? MACOM Technology trades at $330.06 (market cap $24.61B), while Twilio Inc trades at $289.47 (market cap $42.35B). The key difference: Twilio Inc is the larger of the two by market cap, and Twilio Inc is trading nearer its 52-week high, MACOM Technology nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold MACOM Technology for 6 Days and Twilio Inc for 56 Days on average.
| MTSI | TWLO | |
|---|---|---|
Market Cap | $24.61B | $42.35B |
Volume | 1,594,575 | 1,862,642 |
Sector | Technology | Technology |
52-Week High | $409.68 | $301.27 |
52-Week Low | $122.18 | $106.23 |
Typical Hold Time | 6 Days | 56 Days |
Enterprise Value | $24.32B | $40.76B |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
No Aura AI signal available yet.
Twilio (TWLO) trades at $275.77, up 1.01% with a bullish technical signal. The company shows strong fundamental improvement with revenue growing from $3.8B in 2022 to $5.1B in 2025, achieving positive net income of $34M after years of losses. Recent Q2 2026 earnings beat expectations with EPS of $1.47 versus $1.32 expected. The stock's inclusion in the S&P 500 index effective October 6, 2026, provides institutional validation and potential index fund inflows.
Twilio presents a compelling growth story with accelerating revenue and profitability, though valuation remains elevated at P/E 38.09. Key risks include competitive pressures in customer engagement software and execution challenges in maintaining growth momentum. Analyst consensus remains strongly bullish with 77% buy ratings, though the current price exceeds the $254.65 consensus target, suggesting near-term caution may be warranted despite positive long-term prospects.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
Investor sentiment on Pluang
What Pluang investors did over the last 30 days
Investor sentiment on Pluang
What Pluang investors did over the last 30 days
Top news
Latest headlines on both assets
Top news
Latest headlines on both assets
About MACOM Technology
MACOM develops analog, radio frequency, microwave, and optical semiconductors. Its components are used in telecommunications, data centers, industrial systems, aerospace, and defense applications.
Read more on MTSI →About Twilio Inc
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 →
