Update shared on 01 Dec 2025
Fair value Increased 0.15%Analysts have slightly raised their fair value estimate for Twist Bioscience to $35.63 from $35.57 per share. They cite ongoing market share gains and commercial momentum, even as questions remain about future growth opportunities.
Analyst Commentary
Recent analysis on Twist Bioscience's prospects reflects a mix of continued optimism about execution and a recognition of several uncertainties that may affect future growth and profitability. Below are key takeaways from the latest street research.
Bullish Takeaways
- Bullish analysts highlight Twist Bioscience's differentiated, technology-driven DNA synthesis platform, which leverages proprietary silicon chip technology to deliver advantages in cost, speed, and scale.
- Commercial momentum remains robust, evidenced by ongoing market share gains and management’s aggressive approach to expanding the customer base.
- Strategic execution and prior investments are credited with driving competitive positioning. This gives analysts greater confidence in Twist’s ability to pursue new opportunities despite industry headwinds.
- Analysts see a pathway to profitability, with the company’s cost leadership viewed as a particular strength in an increasingly competitive landscape.
Bearish Takeaways
- Analysts continue to express caution regarding Twist’s market opportunities in certain segments, particularly synthetic biology. Questions remain about the scope and sustainability of potential growth.
- While recent valuation resets may have improved investment sentiment, lingering uncertainties about profitability and risk mitigation persist.
- The competitive environment remains intense and poses ongoing challenges for maintaining share gains and delivering consistent growth.
- Some price targets have been revised downward. This reflects tempered expectations for near-term expansion and concerns over market saturation.
What's in the News
- Stephens initiated coverage of Twist Bioscience with an Overweight rating and a $41 price target, highlighting the company's differentiated, technology-driven DNA synthesis platform and commercial momentum despite competitive challenges (Stephens).
- Twist Bioscience and Element Biosciences launched the new Trinity Freestyle Fast Hybridization workflow for AVITI sequencing platforms. This solution offers a user-friendly, end-to-end process that enables sample-to-sequencer processing in as little as five hours.
- Twist Bioscience announced a collaboration with Synthetic Design Lab to conduct targeted research activities using Twist’s proprietary DNA synthesis tools and platform.
Valuation Changes
- The Fair Value Estimate increased slightly from $35.57 to $35.63 per share, reflecting a modest upward revision.
- The Discount Rate rose from 7.06% to 7.11%, signaling a marginal increase in perceived risk.
- The Revenue Growth expectation edged down from 15.50% to 15.25% annually.
- The Net Profit Margin estimate increased from 15.46% to 16.03%, indicating an improved outlook on profitability.
- The Future Price-to-Earnings Ratio rose slightly from 30.64x to 30.80x.
Disclaimer
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