Twist Bioscience Corporation

Twist Bioscience Corporation

TWSTยทNASDAQ

$72.33

+0.41%
HealthcareMedical - Diagnostics & Research

Twist Bioscience Corporation, a synthetic biology company, manufactures and sells synthetic DNA-based products. The company's DNA synthesis platform enables the manufacturing of synthetic DNA by writing DNA on a silicon chip. It offers synthetic DNA-based products, including synthetic genes, tools for sample preparation, antibody libraries for drug discovery and development, and DNA as a digital data storage medium. The company has collaboration agreements with Victorian Clinical Genetic Services; Vivlion GmbH.; Kyowa Kirin Pharmaceutical Research, Inc.; deepCDR Biologics AG; and Centogene N.V to develop advanced sequencing tools. It also has a research collaboration with Boehringer Ingelheim International GmbH to use proprietary antibody libraries to discover therapeutic antibodies against multiple targets. Twist Bioscience Corporation was incorporated in 2013 and is headquartered in South San Francisco, California.

At a Glance

Live Snapshot
Market Cap$4.50B
EPS-1.3000
P/E Ratio-55.64
Earnings Date08/03/2026
twst

Twist Bioscience Corporation Street Expectations Map

TWST ยท NASDAQ

Wall Street analysts project that TWST stock may decline over the coming 12 months. The consensus 1-year price target stands at 64.40, with estimates ranging from a low of 52.00 to a high of 80.00.

Lowest Target
52.00
-28.11%
Consensus Target
64.40
-10.96%
Highest Target
80.00
10.60%

The consensus 1-year price target stands at 64.40, with estimates ranging from a low of 52.00 to a high of 80.00.

Analyst Consensus Analysis

Upside Potential

-11.0%

Downside risk. Current price above analyst targets indicates potential overvaluation. Exercise caution and review catalysts.

Analyst Agreement

43.5% spread

Mixed analyst views. Wide target range suggests differing opinions on key value drivers, growth prospects, or risk factors.

Risk-Reward Profile

0.38x

Unfavorable risk-reward. Downside risk exceeds upside potential. Consider defensive positioning or alternative opportunities.

Analyst Conviction

Low

Bearish or uncertain outlook. Limited upside or poor consensus suggests challenges ahead or fundamental concerns.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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Twist Bioscience Corporation Forward Estimates of Revenue

TWST ยท NASDAQ
Latest Revenue
376.57M
FY 2025
Avg Estimate
430.45M
FY 2026
Estimate Range
429.22M - 431.90M
Analyst Spread

Forward Growth Analysis

Projected Growth+14.3%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Twist Bioscience Corporation Forward Estimates of Net Income

TWST ยท NASDAQ
Latest Net Income
-77.67M
FY 2025
Avg Estimate
-88.97M
FY 2026
Estimate Range
-89.78M - -88.16M
Analyst Spread

Forward Growth Analysis

Projected Growth-14.5%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Twist Bioscience Corporation Forward Estimates of EPS

TWST ยท NASDAQ
Latest EPS
-1.30
FY 2025
Avg Estimate
$-1.49
FY 2026
Estimate Range
$-1.50 - $-1.47
Analyst Spread

Forward Growth Analysis

Projected Growth-14.8%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Twist Bioscience Corporation Forward Estimates of EBIT

TWST ยท NASDAQ
Latest EBIT
-76.95M
FY 2025
Avg Estimate
-318.49M
FY 2026
Estimate Range
-319.56M - -317.58M
Analyst Spread

Forward Growth Analysis

Projected Growth-313.9%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Twist Bioscience Corporation Forward Estimates of EBITDA

TWST ยท NASDAQ
Latest EBITDA
-52.10M
FY 2025
Avg Estimate
-293.87M
FY 2026
Estimate Range
-294.86M - -293.03M
Analyst Spread

Forward Growth Analysis

Projected Growth-464.1%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Twist Bioscience Corporation Forward Estimates of SG&A Expense

TWST ยท NASDAQ
Latest SG&A Expense
246.98M
FY 2025
Avg Estimate
361.65M
FY 2026
Estimate Range
360.62M - 362.87M
Analyst Spread

Forward Growth Analysis

Projected Growth+46.4%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Twist Bioscience Corporation Insider Positioning

TWST ยท NASDAQ

During the last 12 months, insiders have sold $22.43M worth of TWST shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

152.6K

9.16M

Net Activity

-9.2M

-$9.16M

3-6 Months

Bought

0

0.00

Sold

155.0K

7.31M

Net Activity

-7.3M

-$7.31M

6-9 Months

Bought

0

0.00

Sold

184.9K

5.76M

Net Activity

-5.8M

-$5.76M

9-12 Months

Bought

0

0.00

Sold

7.7K

201.52K

Net Activity

-202K

-$202K

Top Buyers

No buying activity

Top Sellers

1
LEM

Leproust Emily M.

Director, Officer: Chief Executive Officer

168.7K sharesโ€ข21 transactions

$7.81M

2
FPJ

Finn Patrick John

Officer: President And Coo

119.3K sharesโ€ข17 transactions

$4.83M

3
GP

Green Paula

Officer: Svp Of Human Resources

67.2K sharesโ€ข17 transactions

$3.05M

4
LA

Laponis Adam

Officer: Chief Financial Officer

49.2K sharesโ€ข15 transactions

$2.17M

5
CD

Cho Dennis

Officer: See Remarks

39.7K sharesโ€ข19 transactions

$2.01M

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $22.43M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$9.16M

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.