Twilio Inc (TWLO) — the peer cohort

As of 2026-10-30 — scores re-bake nightly. Cohort = shared Closelooknet index membership first, then sector. Diary readings, not advice.

Twilio Inc ranks 10 of 16 in its cohort on the Closelooknet composite (61/100) — the cohort is led by Trend Micro Inc ADR at 69/100.

Name	Composite	Momentum	Quality	Valuation	Signal	Off 52w high
TWLO Twilio Inc	61	84	44	30	bear	33.5%
WDAY Workday Inc	66	83	63	44	bull	20.8%
INTU Intuit Inc	65	32	84	59	neutral	51.2%
PLTR Palantir Technologies Inc.	65	86	90	12	bear	13.5%
CRM Salesforce.com Inc	65	83	75	54	watch	14.6%
MNDY Monday.Com Ltd	62	63	51	49	bull	54.6%
RDDT Reddit, Inc.	62	27	84	38	bear	65.2%
QCOM Qualcomm Incorporated	60	63	77	51	bear	36.4%
VEEV Veeva Systems Inc Class A	60	95	75	28	bull	4%
SHOP Shopify Inc	58	89	57	15	bear	13.6%
MSFT Microsoft Corporation	57	85	82	27	neutral	5.4%
PTC PTC Inc	57	90	86	42	bull	5.5%
GOOGL Alphabet Inc Class A	56	25	78	41	info	31.5%
TMICY Trend Micro Inc ADR	69	82	80	72	watch	12.1%
KSPI Joint Stock Company Kaspi.kz	68	67	86	97	info	17%
NTAP NetApp Inc	65	83	85	32	bear	17.3%

Scores are relative readings across the Closelooknet coverage universe — methodology in the company-scoring explainer. Signal lights come from the nightly signal board.

FAQ · from the current data · as of 2026-10-30

Quick answers

Who are Twilio Inc's peers in the Closelooknet universe?

The cohort is drawn from shared Closelooknet index membership first, then sector: Workday Inc (WDAY), Intuit Inc (INTU), Palantir Technologies Inc. (PLTR), Salesforce.com Inc (CRM), Monday.Com Ltd (MNDY), Reddit, Inc. (RDDT), Qualcomm Incorporated (QCOM), Veeva Systems Inc Class A (VEEV) and others, as of 2026-10-30.

How does TWLO score against its peers?

Twilio Inc's composite reads 61/100, ranking 10 of 16 in its cohort as of 2026-10-30; the cohort's highest composite is Trend Micro Inc ADR at 69/100. Closelooknet scores are research diary readings, not ratings or advice.

Mentioned on Closelooknet

Where TWLO appears in the diary — 6 pieces, newest first. Every link is our own writing.

Go deeper

The Agentic Winners 25A Leading Indicator for the Agentic Software RotationDossier · $49 one-time, or included in C+

Long reads

The Agentic Winners 25Dossier · $49 · 31 Mar 2026Twilio provides the communication APIs through which agents interact with customers via voice, SMS, and messaging.

Dailies

Sell-Off — Nasdaq −3%, Chips −8%, Bitcoin −4%, Gold −3%; Only Bonds, Oil and Defensives HoldMidday 10 · 30 Oct 2026The windows — Amazon recovers, Twilio −17%, Microsoft near its sold line
Payrolls went negative, the bond veto died on appeal, and software went verticalMidday 10 · 7 Aug 2026Twilio +30.9% — through its 52-week high
The AI-opex trade got paid overnight — and the bond veto quietly broke at the closeMorning 10 · 7 Aug 2026Cloudflare and Twilio reported after the bell and trade up 16.2% and 17.0% pre-market — strong revenue growth, bought hard, twenty-four hours after Datadog lost 19.0% on a beat-and-raise in the same business neighbourhood.
The Opex Handover — Why the AI Trade Is Rotating, Not Rolling OverDaily Pulse · 30 Jun 2026Axis 1 — Consumption infrastructure The metered layer that scales with agent activity rather than human headcount: Cloudflare (NET) — edge requests and Workers; Datadog (DDOG) — observability, usage-billed; Twilio (TWLO)…
Introducing the Agentic Winners 25Daily Pulse · 31 Mar 202625 names across 7 sectors: MAG7 Gateway (MSFT, GOOGL, AAPL), Platform (SAP, NOW, CRM, WDAY), Toll Booth (NET, DDOG, CRWD, TWLO, OKTA), Neocloud/Edge (DOCN, FSLY, QCOM), Data/Search (SNOW, MDB, ESTC), Vertical (VEEV, INTU, PTC, CSGP, IOT)…

Related in the Closelooknet universe

same Closelooknet index seat first, then Software - Infrastructure. Scored names rank on their Closelooknet score; names without one rank on trend state — above or below their 50- and 200-day averages — never on a score they do not carry.