Twilio shares jump 97% in 2026 as investors eye strong Q3 gross profit growth and AI voice tech.

Twilio's stock has surged 97% this year, driven by accelerating gross profit growth and rising interest in its voice AI technology. Investors are focused on whether the company can sustain or increase its gross profit growth in the upcoming third quarter, with Jefferies expecting growth of 19% or more. The growing adoption of personal AI assistants with calling features boosts optimism for Twilio's voice AI revenue. Despite concerns about competition from large cloud providers, analysts see Twilio's voice AI value as strong and expect management to address these competitive pressures.

As of Oct 08, 2026 03:12 WIB, Twilio (TWLO) trades at USD 273.92 on Pluang, showing a 1-day decline of 2.31%. The stock's market capitalization stands at $43.06 billion, with a typical hold time of 56 days among Pluang investors. Despite the recent dip, the platform's order activity remains fairly balanced, with 54% selling and 46% buying interest.