Analysts have lowered their price target for Twist Bioscience to $40 from $45, citing stable end markets and improved sentiment as share valuations adjust.
Analyst Commentary
Bullish Takeaways- Bullish analysts highlight that end markets remain stable, which supports reliable performance in the near term.
- Improved sentiment is noted as share valuations have adjusted downward. This suggests a potential floor has been reached for the stock price.
- Some analysts expect that improvements in the life science tools and diagnostics sector could drive positive momentum going forward.
- The Overweight rating on the shares indicates confidence in Twist Bioscience's growth prospects, even with the revised price target.
- Some analysts caution that the lowered price target reflects tempered growth expectations and ongoing valuation adjustments.
- Lingering uncertainty about the pace of improvement in the end markets introduces execution risk and could limit short-term upside.
- There are concerns about the sustainability of positive sentiment if sector recovery is slower than anticipated.
What's in the News
- Twist Bioscience and Element Biosciences, Inc. launched the Trinity Freestyle Fast Hybridization workflow for Element's AVITI sequencing platforms. This workflow enables researchers to go from sample to sequencer in as little as five hours and offers speed, scalability, flexibility, as well as compatibility with Twist's library prep kits. (Client Announcements)
- Twist Bioscience announced a collaboration with Synthetic Design Lab, using its proprietary tools and platform to conduct specific research activities supporting SDL's therapeutics work. (Client Announcements)
- The company launched the Twist Oncology DNA Comprehensive Genomic Profiling (CGP) Panel, a customizable research-use-only tool designed to identify genomic alterations across major tumor types and support clinical oncology studies. The panel covers 562 genes and detects a broad range of genomic signatures using efficient workflows. (Product-Related Announcements)
- Twist Bioscience provided earnings guidance for the fourth quarter of 2025, expecting total revenue between $96 million and $98 million, and narrowed full-year 2025 revenue guidance to $374 million to $376 million. This implies a nearly 20% year-over-year revenue increase. (Corporate Guidance, New or Confirmed)
Valuation Changes
- Fair Value estimate remains unchanged at $39.43 per share.
- Discount Rate has risen slightly from 6.91% to 6.99%.
- Revenue Growth projections are stable at approximately 15.75% year-over-year.
- Net Profit Margin has edged upward from 16.38% to 16.40%.
- Future Price-to-Earnings (P/E) ratio has increased marginally from 32.97x to 33.03x.
Disclaimer
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