Update shared on04 Aug 2025
Fair value Decreased 17%The consensus analyst price target for Twist Bioscience has been revised downward as a result of a notable decrease in its future P/E ratio, partially offset by an improvement in net profit margin, bringing the fair value estimate down from $48.42 to $44.72.
What's in the News
- Launched a humanized transgenic (HuTg) mouse model to enhance antibody discovery services, allowing customers to identify fully human hits in weeks and complementing existing in vivo capabilities.
- Accelerated Express turnaround for all Twist Gene Fragments to as fast as two business days, eliminated fees for adaptor removal, and enhanced flexible delivery options to streamline synthetic DNA ordering for researchers.
- Expanded collaboration with Element Biosciences, granting exclusive rights to develop additional library prep and target enrichment workflows compatible with Element's sequencing technology, targeting critical markets such as agbio, genomics, and clinical research.
- Updated collaboration with Ginkgo Bioworks, providing Ginkgo with preferential DNA pricing and giving Twist licenses to long DNA and related technologies, strengthening Twist’s DNA synthesis product portfolio.
Valuation Changes
Summary of Valuation Changes for Twist Bioscience
- The Consensus Analyst Price Target has fallen from $48.42 to $44.72.
- The Future P/E for Twist Bioscience has significantly fallen from 62.54x to 48.49x.
- The Net Profit Margin for Twist Bioscience has significantly risen from 10.54% to 12.26%.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.