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Situation · 2026-07-24

TWLO — Gap to peers

AI Growth Premium, No Stability Buffer

Updated 2026-07-22 · Ref: Software - Infrastructure
Key metrics — 2026-07-22
Peer score
33
Quality pct
35
Valuation pct
10
52w drawdown
-22.5%
21d vs sector
+4.2%
Peer group
Software - Infrastructure
Situation summary

TWLO trades as an AI growth premium, not a stable platform stock. The market reads every update as a verdict on the AI story. 49.5% volatility means sharp moves on small news. One weak quarter, and the rerating is brutal.

Published by AssetNext · 2026-07-23

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Related pages for TWLO
Full peer analysis for Twilio Inc. →Similar companies to TWLOTWLO peersAll TWLO comparisonsRussell 1000 context
Signal history — last 30 days
Date Signal Peer score Drawdown 21d vs sector
2026-07-22 Gap to peers 33 -22.5% +4.2%

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