Update shared on 17 Nov 2025
Fair value Decreased 9.78%Analysts have lowered their price target for Twist Bioscience from $39.43 to $35.57, citing stable yet competitive end markets, slightly reduced growth expectations, and a longer path to profitability.
Analyst Commentary
Recent research from the Street highlights a mix of optimism and caution in outlooks for Twist Bioscience. The following summarizes current analyst perspectives regarding the company’s valuation, strategic execution, and growth trajectory.
Bullish Takeaways- The company's differentiated, technology-driven DNA synthesis platform provides notable advantages in cost, speed, and scalability within its market segment.
- Recent investments in silicon chip technology and the use of semiconductor manufacturing techniques are enabling Twist to capture additional market share.
- Analysts see growing commercial momentum and improved strategic execution, which suggests a clearer path toward profitability over time.
- Sentiment indicates that share valuations may have bottomed, which could position the stock for potential upside as market conditions improve.
- Competition remains intense in the DNA synthesis market, which limits Twist's ability to widen its lead unless innovation is sustained.
- While recent investments support growth, the path to consistent profitability is not fully de-risked and may take longer than previously anticipated.
- Although end markets are viewed as stable, the outlook for growth has moderated and has contributed to the downward adjustment in price targets.
- Reduced analyst expectations reflect cautiousness regarding Twist's ability to accelerate near-term financial performance despite longer-term potential.
What's in the News
- Stephens analyst Steven Etoch initiated coverage of Twist Bioscience with an Overweight rating and a $41 price target, highlighting the firm's cost leadership, differentiated platform, and growing commercial momentum (Stephens).
- Twist Bioscience launched the Trinity Freestyle Fast Hybridization workflow for Element's AVITI sequencing platforms, providing researchers with a fast, flexible, and scalable sequencing solution. This reduces sample-to-sequencer time to as little as five hours (Client Announcement).
- The company recently introduced the Twist Oncology DNA Comprehensive Genomic Profiling Panel, a customizable tool designed to help research groups identify genomic alterations across a broad set of tumors and guide targeted therapy development (Client Announcement).
- Twist Bioscience collaborated with Synthetic Design Lab to provide proprietary platform tools supporting specific research activities in next-generation therapeutics (Client Announcement).
Valuation Changes
- Consensus Analyst Price Target has decreased from $39.43 to $35.57, reflecting lower expectations for future share value.
- Discount Rate has risen slightly from 6.99% to 7.06%, indicating a modest increase in perceived risk or required return.
- Revenue Growth estimates have edged down from 15.75% to 15.50%, suggesting marginally softer growth prospects.
- Net Profit Margin forecast has declined from 16.40% to 15.46%, pointing to expectations of slightly reduced future profitability.
- Future P/E ratio projection has dropped from 33.03x to 30.64x, indicating a more conservative outlook on valuation multiples.
Disclaimer
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