UNEXPLAINED MOVE · MOVER · THU OCT 29 2026

Why TWLO fell 18.0% on Oct 29 2026: earnings beat

TWLO-18.0%on Thu Oct 29 2026

Twilio Inc. was down 18.0% on the day at $208.00, ranked #2 on 7.5× its usual five-minute volume, when TapeRank recorded this unexplained move at 16:06 ET during after hours. TapeRank recorded 2 events for TWLO that day, between 16:06 and 16:06 ET, and each is in the timeline below.

THE DAY ON THE LIST · 2 EVENTS

  1. 16:06 ET
    UNEXPLAINED MOVE · AFTER-HOURS

    $208.00 · ▼ 18.0% ON THE DAY · 7.5× 5M RVOL · RANK #2

    STRETCHEDCONFIDENCE5/5

    Twilio reported a solid Q3 earnings and revenue beat, with Q4 sales guidance above estimates and FY2026 sales guidance raised. The stock is still down 18% despite that positive update, so the move reflects a far more negative repricing than the disclosed news supports.

    WHYDown 18% on a 12% EPS beat, 3% revenue beat, and modestly raised sales guidance is a disproportionately large move relative to the news.
    ANALYZED 16:14 ET · <1 MIN AGO · OPENAI/GPT-5.6-LUNA
    THE ROW AND SESSION LEVELS AT 16:06 ET
    LAST208.00
    DAY▼ 18.0%
    5 MIN▼ 13.79%
    5M RVOL7.5×
    5M $VOL$12.5M
    FLOAT*153.6M
    RANK#2
    SESSIONAFTER-HOURS
    VWAP240.50
    HOD252.07
    LOD203.81
    OR HIGH243.25
    OR LOW232.72
    PREV CLOSE253.77
    PM HIGH252.07
    PM LOW240.11
    GAP▼ 4.22%

    * FLOAT IS SHARES OUTSTANDING; TRUE FREE FLOAT IS NOT AVAILABLE

  2. 16:06 ET
    MOVER · AFTER-HOURS

    $202.00 · ▼ 20.4% ON THE DAY · 9.3× 5M RVOL · RANK #10

    The same verdict as at 16:06 ET.

    THE ROW AND SESSION LEVELS AT 16:06 ET
    LAST202.00
    DAY▼ 20.4%
    5 MIN▼ 16.28%
    5M RVOL9.3×
    5M $VOL$14.2M
    FLOAT*153.6M
    RANK#10
    SESSIONAFTER-HOURS
    VWAP240.50
    HOD252.07
    LOD203.81
    OR HIGH243.25
    OR LOW232.72
    PREV CLOSE253.77
    PM HIGH252.07
    PM LOW240.11
    GAP▼ 4.22%

    * FLOAT IS SHARES OUTSTANDING; TRUE FREE FLOAT IS NOT AVAILABLE

THE SESSION

  • 09:30 ETOpened at $243.06, -4.2% on the previous close of $253.77
  • 09:34 ETRegular-session low, $232.72
  • 09:56 ETRegular-session high, $247.16
  • 15:59 ETLast trade of the regular session, $241.87, -4.7% on the previous close of $253.77
  • Volume: 3.9M shares in regular hours, 27K before the open

Twilio opened at $243.06, already 4.2% below the previous close, slipped to $232.72 shortly after the open, and then rebounded to a session high of $247.16 before ending regular trading at $241.87, down 4.7%. After the close, TapeRank recorded an unexplained move at 16:06 ET, with the stock at $208.00 and later $202.00, down 20.4% on the day; there were no halts. TapeRank later read the move as stretched, tying it to Twilio’s earnings beat, above-estimate Q4 sales guidance, and raised FY2026 sales guidance, while noting no filings or news in the prior 24 hours and that the decline was disproportionately negative relative to that update.

WRITTEN THU OCT 29 2026 20:00 ET BY OPENAI/GPT-5.6-LUNA FROM THE FACTS ON THIS PAGE

FILINGS AND NEWS · 24H BEFORE THE MOVE

No SEC filings or wire news in the 24 hours before this was recorded. A move on news that never reached the wire shows nothing here, which is what UNEXPLAINED means.

On the tape right now

WHERE THE LIST STOODWED NOV 4 2026 · 13:49 ETRECORDED LIVE · 742 QUALIFY

01
ECGSURGING 0:05
79.71
▼ 29.3%
▼ 1.41%
41.0×
FAD
$6.2M
51.1M*
STRETCHED
02
CAVASURGING 0:00
64.78
▲ 7.4%
▲ 1.30%
9.3×
ORBHODVWH
$11.6M
116.8M*
UNEXPLAINED
03
URGNSURGING 0:00
29.16
▼ 15.2%
▼ 1.29%
15.6×
FAD
$1.4M
48.9M*
JUSTIFIED
04
MPTISURGING 0:00
64.15
▼ 1.5%
▲ 0.96%
23.8×
VWH
$637K
4.3M*
UNEXPLAINED
05
LSPDSURGING 0:00
11.52
▲ 4.9%
▼ 1.24%
16.5×
ORB
$426K
133.3M*
UNEXPLAINED
06
CRCTSURGING 0:00
8.90
▲ 49.2%
▼ 0.72%
15.1×
GAPORBVWHEXT
$395K
54.7M*
STRETCHED
07
BROSSURGING 0:00
43.97
▲ 0.9%
▼ 0.91%
4.0×
FAD
$4.3M
137.9M*
UNEXPLAINED
08
LMRICOOLING 1:35
12.85
▲ 14.5%
▲ 1.06%
132×
ORBHODVWH
$1.7M
—
UNEXPLAINED
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