TWLO

In the past six months (March 2026 - September 2026), Twilio's stock (TWLO) experienced notable movements. The company's Q1 2026 and Q2 2026 earnings calls reported strong results and accelerated AI-driven growth, contributing to a stock rally. Twilio's organic revenue grew 16% year-over-year in Q1 2026, its fastest growth rate in 19 quarters, largely driven by AI use cases. The stock gained nearly 100% year-to-date in 2026, with the market increasingly valuing it as AI communications infrastructure. However, the stock also saw declines during broader technology sector sell-offs, influenced by rising Treasury yields and surging oil prices, but surged during software-sector rallies. Insider selling has also been observed during this period.