Twilio Inc vs Texas Instruments Incorporated — how do they compare? Twilio Inc trades at $277.16 (market cap $42.35B), while Texas Instruments Incorporated trades at $291.47 (market cap $263.20B). The key difference: Texas Instruments Incorporated is far larger — about 6.2× Twilio Inc's market cap, and Texas Instruments Incorporated pays a 2.11% dividend while Twilio Inc pays none. Which is the better fit depends on your goals — on Pluang, investors hold Twilio Inc for 56 Days and Texas Instruments Incorporated for 76 Days on average.
| TWLO | TXN | |
|---|---|---|
Market Cap | $42.35B | $263.20B |
Volume | 1,862,642 | 5,850,256 |
Sector | Technology | Technology |
52-Week High | $301.27 | $332.35 |
52-Week Low | $106.23 | $153.33 |
Typical Hold Time | 56 Days | 76 Days |
Enterprise Value | $40.76B | $270.25B |
Dividend Yield | — | 2.11% |
Signals from Pluang's Aura AI — not financial advice
Twilio (TWLO) trades at $273.00, down 2.64% on the day, with a bullish technical signal from moving averages and neutral oscillators. The company has beaten EPS estimates for three consecutive quarters, with Q3 2026 results pending. Revenue growth accelerated to $5.07 billion in 2025, turning net income positive at $33.83 million after prior losses. Recent inclusion in the S&P 500 index highlights institutional recognition, while analyst consensus remains strongly bullish with 76.9% buy ratings.
Outlook is positive given earnings momentum and S&P 500 inclusion, but high valuation multiples (P/E 37.71, EV/EBITDA 80.78) pose risks if growth slows. Competitive pressures in customer engagement software and potential volatility from AI-driven sentiment shifts require monitoring. The stock trades above the consensus price target of $254.65, suggesting near-term consolidation may precede further gains if execution continues.
Texas Instruments (TXN) trades at $288.2, down 3.06% today amid a semiconductor sector sell-off. The stock shows strong technical momentum with bullish moving averages and key support at $286. Fundamentally, Q2 2026 EPS beat expectations at $2.14 versus $1.91, driven by data center sales doubling. Revenue growth is accelerating with 2026 projections at $19.5B, while maintaining robust profitability with 31.11% net margins. Recent dividend payments and institutional buying by CalSTRS signal confidence.
Outlook remains positive with 47.7% analyst buy ratings and $325 consensus price target offering 13% upside. Key catalysts include AI-driven data center expansion and industrial recovery. Risks include premium valuation (P/E 43.9) and cyclical semiconductor demand. The earnings recovery trajectory supports continued growth despite near-term volatility.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
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 →Dallas-based Texas Instruments generates over 95% of its revenue from semiconductors and the remainder from its well-known calculators. Texas Instruments is the world's largest maker of analog chips, which are used to process real-world signals such as sound and power. Texas Instruments also has a leading market share position in processors and microcontrollers used in a wide variety of electronics applications.
Read more on TXN →