Twist Bioscience Corporation (TWST)
Summary
Twist Biosciences: AI-Driven Rally Or Short Squeeze? I'm Neutral (For Now)
Twist Bioscience Corporation is rated Hold, as its $9.5bn valuation appears disconnected from current fundamentals, and profitability remains elusive. TWST's recent 200% stock surge is driven by AI-related news, short squeeze dynamics, and strong DSPS revenue growth, not by blowout earnings. Full-year 2026 guidance was raised to $456–$457m revenue with adjusted EBITDA breakeven targeted, but losses and elevated SG&A persist.
Twist Biosciences: Accelerating Growth, Diminishing Margin Of Safety
Twist Bioscience's stock has surged in 2026 on the back of improved growth and growing optimism about the AI-enabled drug discovery opportunity. Growth will be driven by triple-digit AI-enabled drug discovery order growth, and oncology diagnostic assay commercialization. Operating leverage, manufacturing improvements, and the introduction of higher value-add products will also see Twist's margins continue to improve.
Twist Bioscience Corporation (TWST) Q3 2026 Earnings Call Transcript
Twist Bioscience Corporation (TWST) Q3 2026 Earnings Call Transcript
Twist Bioscience Corporation Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Curtis Ellergodt Rothschild Investment LLC | 93 | $3,566.62 | $10,144.44 | $6,577.82 | 184.43% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 7 | $332.64 | $861.84 | $529.2 | 159.09% |
 Farallon Capital Farallon Capital Management LLC | 2.14M | $140.74M | $253.31M | $112.57M | 79.99% |
| NA Nizar Araji National Bank Of Canada /FI/ | 2,362 | $75,640.42 | $273,212.54 | $197,572.12 | 261.2% |
| SN Stephanie Nee HARBOR CAPITAL ADVISORS Inc. | 53,282 | $3.34M | $6.16M | $2.82M | 84.56% |
Twist Bioscience Corporation Analysts
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SN Subbu Nambi Guggenheim | 134.89 | $8,435.03 | $11,944.45 | $3,509.42 | 41.61% |
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Twist Bioscience Corporation Profile
| Professional Services Industry | Industrials Sector | Emily Marine Leproust CEO | NASDAQ (NGS) Exchange | 90184D100 CUSIP |
| US Country | 979 Employees | - Last Dividend | - Last Split | 31 Oct 2018 IPO Date |
Overview
Twist Bioscience Corporation is a pioneering entity in the biotechnology sector, focusing on the creation and commercialization of synthetic DNA-based products. Founded in 2013 with its headquarters in South San Francisco, California, the company serves a broad spectrum of fields including therapeutics, diagnostics, chemicals and materials, food and agriculture, data storage, and academic research. By catering to biotech, pharmaceutical, industrial chemical, and agricultural companies, as well as academic laboratories, Twist Bioscience addresses the growing demand for synthetic genes, gene fragments, and other molecular biology tools essential for innovation and research across these industries.
Products and Services
The range of products and services offered by Twist Bioscience includes:
- Synthetic Genes and Gene Fragments: These are tailored for use in product development across various sectors such as therapeutics, diagnostics, chemical/material production, food and agriculture, and data storage, supporting a plethora of applications within academic research.
- Oligo Pools: Utilized in targeted next-generation sequencing (NGS), CRISPR gene editing, mutagenesis experiments, DNA origami, DNA computing, and data storage in DNA, among other applications, highlighting the versatility and importance of these tools in modern molecular biology.
- Immunoglobulin G Proteins: Offered for clients engaged in drug discovery and development, emphasizing the role of these proteins in therapeutic research and applications.
- NGS Tools: Including library preparation kits, human exome kits, and fixed and custom panels, alongside alliance panels primarily used within diagnostic tests for various indications, population genetics research, and biomarker discovery. These tools serve vital roles in translational research, microbiology, and applied markets research.
- Methylation Detection Kits: Utilized for the study of cancer, rare and inherited diseases, showcasing the company's commitment to supporting critical health-related research.
- Synthetic SARS-CoV-2 RNA Reference Sequences: As positive controls for the development of NGS and reverse transcription-polymerase chain reaction assays, reflecting the company's timely response to pandemic-related research needs.
- Synthetic Respiratory Viruses Controls: Including those for monkeypox, influenzas, respiratory syncytial virus, rhinoviruses, SARS, MERS, and other coronaviruses, providing essential tools for studying and managing respiratory diseases.
- Research Panels for SARS-CoV-2 and Other Pathogens: Such as the Twist Respiratory Virus Panel and the Pan-Viral Research Panel, used for the detection of disease in research settings, underscoring the importance of accurate and comprehensive diagnostic tools.
- Precision DNA Libraries: Used for antibody engineering, affinity maturation, and humanization, enabling advancements in therapeutic antibody development.
- Antibody Optimization Solution: Allows for the simultaneous optimization of multiple characteristics of a given antibody, showcasing the company's innovative approaches to biotechnological development.
