Twist Bioscience Corporation (TWST)
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 Q3 Earnings Call Highlights
Twist Bioscience NASDAQ: TWST reported fiscal 2026 third-quarter revenue of $118.4 million, up 23% from a year earlier, marking its 14th consecutive quarter of growth. The company raised its full-year revenue outlook and said it remains on track to reach adjusted EBITDA breakeven in the fiscal fourth quarter.
Twist Bioscience (TWST) Reports Q3 Loss, Beats Revenue Estimates
Twist Bioscience (TWST) came out with a quarterly loss of $0.56 per share versus the Zacks Consensus Estimate of a loss of $0.5. This compares to a loss of $0.47 per share a year ago.
Twist Bioscience (TWST) Surges 9.3%: Is This an Indication of Further Gains?
Twist Bioscience (TWST) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.
Twist Bioscience Corporation (TWST) Analyst/Investor Day Transcript
Twist Bioscience Corporation (TWST) Analyst/Investor Day Transcript
Twist Bioscience: AI Momentum Is Real, But The Easy Money Has Been Made
Twist Bioscience (TWST) delivered strong Q2 results, driven by AI-enabled drug discovery. NGS growth was soft due to a demand air pocket caused by a large customer. Growth is expected to rebound as this company's commercial test volumes ramp. Twist's fundamentals are likely to continue improving in coming quarters. Growth investments will create modest near-term margin headwinds though.
Twist Bioscience Corporation (TWST) Q2 2026 Earnings Call Transcript
Twist Bioscience Corporation (TWST) Q2 2026 Earnings Call Transcript
Twist Bioscience (TWST) Reports Q2 Loss, Beats Revenue Estimates
Twist Bioscience (TWST) came out with a quarterly loss of $0.62 per share versus the Zacks Consensus Estimate of a loss of $0.54. This compares to a loss of $0.66 per share a year ago.
Twist Bioscience Corporation (TWST) Presents at Barclays 28th Annual Global Healthcare Conference Transcript
Twist Bioscience Corporation (TWST) Presents at Barclays 28th Annual Global Healthcare Conference Transcript
Twist Bioscience (NASDAQ:TWST) Shares Gap Down – What’s Next?
Shares of Twist Bioscience Corporation (NASDAQ: TWST - Get Free Report) gapped down prior to trading on Friday. The stock had previously closed at $52.49, but opened at $49.90. Twist Bioscience shares last traded at $49.73, with a volume of 213,406 shares. Analyst Ratings Changes A number of brokerages have issued reports on TWST. TD
