QM · rank #19 · 2026-10-23

TWLO

NYSE · $40.96B (USD)

SignalBuy1.0strength 1.0 / 10

verdict · PROCEED

The exact numbers the algorithm saw.

Factor scores and the inputs behind this pick.
Momentum 12-1 Return from 12 months ago to 1 month ago.	+181.06%
ROE TTM Return on equity, trailing 12 months.	+13.5%
Profit margin Net profit margin, trailing 12 months.	+20.6%
Market cap (USD) Size filter: > $500M required.	$40.96B
Anchor (recent) Close on 2026-09-23	$290.70
Anchor (far) Close on 2025-09-23	$103.43

The AI research card

Independent qualitative review of each pick before the order is placed. On the rare day the research service is unavailable, the paper book trades on the quant ranking alone and no card appears here.

Summary

Twilio operates a global customer-engagement infrastructure platform providing programmable messaging, voice, email, and AI-driven conversation software.

Rationale

Strong 12-month momentum (1.81) and solid quality metrics (20.6% profit margin, 13.5% ROE) are backed by 22% Q2 revenue growth, $353 million in quarterly free cash flow, and raised full-year guidance.

Material risks

1Major platform customers such as AWS and Salesforce developing in-house communication and AI agent tools, threatening to commoditize or displace Twilio's core APIs.
2U.S. A2P carrier pass-through fees imposing an approximately 210 basis point full-year gross margin headwind alongside low-cost CPaaS competition from Sinch and Bandwidth.

AI verdict council

Each pick is reviewed independently by 3 models before any order. 2 of 3 voted to proceed.

OpenAI

Proceed

Claude

Caution

Gemini

Proceed