Twist Bioscience

DNA Synthesis Commoditization And Trade Tensions Will Erode Margins

AN

AnalystLowTarget

Not Invested

Community Contributor

Published

06 Aug 25

Updated

30 Mar 26

Views

17

30 Mar

US$60.57

AnalystLowTarget's Fair Value

US$38.04

59.2% overvalued

1Y

114.3%

7D

23.2%

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1Y

114.3%

7D

23.2%

You can edit this narrative until Mar 31 9:10 PM. Then, changes will post as Updates.

Author's Valuation

US$38.0459.2% overvalued

AnalystLowTarget Fair Value

Shared on 30 Mar 26

Fair value Increased 15%

TWST: Sector Recovery Hopes Will Likely Outpace 2026 Execution Reality

Analysts have lifted the implied fair value estimate for Twist Bioscience by about $5 to roughly $38 per share, citing refreshed models that incorporate updated 2026 frameworks, recovering end markets and multiple avenues for growth reflected in recent price target increases from firms across the diagnostic tools peer group. Analyst Commentary Recent Street research on Twist Bioscience has centered on refreshed 2026 frameworks, sector rotation within diagnostic tools and how quickly end markets are recovering.

2 views

Shared on 02 Feb 26

TWST: Sector Recovery Optimism Will Likely Outrun Synthetic Biology Market Realities

Analysts have lifted their price targets on Twist Bioscience by up to about $10, citing improving sentiment into 2026, recovering end markets, and what they see as multiple potential avenues for growth in the tools and synthetic biology businesses, despite some remaining questions on market size. Analyst Commentary Recent research commentary has generally leaned constructive on Twist Bioscience, with several firms lifting their price targets and pointing to tools and synthetic biology as potential growth drivers into 2026.

0 views

Shared on 19 Jan 26

Fair value Increased 32%

TWST: Sector Recovery Hopes Will Likely Overstate Synthetic Biology Upside

Analysts have raised their fair value estimate for Twist Bioscience to $33 from $25, citing higher assumed revenue growth, improved profit margins, and future P/E multiples supported by recent price target increases and commentary regarding sector recovery, multi-year growth frameworks, and share gains in DNA synthesis. Analyst Commentary Recent Street research on Twist Bioscience reflects a mix of optimism and restraint, with several firms revisiting their price targets and highlighting both potential upside drivers and key execution questions.

2 views

Valuator

Company Info

Notes

AnalystLowTarget Fair Value

US$38.04

59.2% overvalued

Future estimation in

Revenue

Profit Margin

Future PE

Est. Revenue

$

Forecast revenue growth rate

13.70%

Historical revenue growth rate

23.31%

Biotech revenue growth rate

11.07%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

7.16%

Calculation

US$88.63m

Earnings '29

x

34.28x

PE Ratio '29

=

US$3.04b

Market Cap '29

US$3.04b

Market Cap '29

/

65.70m

No. shares '29

=

US$46.24

Share Price '29

US$46.24 Share Price '29

Discounted to 2026 @ 7.11% p.a.

=

US$37.64

Fair Value '26