The Motley Fool analysis picks AppLovin over Twilio as the better technology stock to buy in 2026, citing far stronger projected sales and net income growth. AppLovin’s revenue is expected to rise nearly 50% in fiscal 2026, with net income projected at $5.43 billion, nearly matching its entire fiscal 2025 revenue of about $5.5 billion. Twilio’s sales are forecast to grow 15% to roughly $5.82 billion, with net income of $339 million, but its growth lags behind AppLovin’s. While Twilio has a defensible moat through network interconnections in nearly 200 countries and 4,800 cell providers, AppLovin’s AI-driven advertising platform and pivot after privacy crackdowns give it a stronger earnings trajectory. AppLovin also appears cheaper on a forward P/E basis at 29.9 times versus Twilio’s 32.57 times, though Twilio has a much lower price-to-sales ratio of 5.6 times compared to AppLovin’s 25.9 times.
Applovin CorpArticle picks AppLovin over Twilio citing stronger projected sales and net income growth, and cheaper forward P/E.
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Twilio IncArticle picks AppLovin over Twilio, noting Twilio's slower growth and higher forward P/E.