Twist Bioscience Corporation

Informe acción NasdaqGS:TWST

Capitalización de mercado: US$4.2b

Twist Bioscience Dirección

Dirección controles de criterios 2/4

El CEO de Twist Bioscience es Emily Leproust , nombrado en Apr 2013, tiene una permanencia de 13.08 años. compensación anual total es $13.78M, compuesta por 5.2% salario y 94.8% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.71% de las acciones de la empresa, por valor de $29.69M. La antigüedad media del equipo directivo y de la junta directiva es de 3 años y 8.5 años, respectivamente.

Información clave

Emily Leproust

Chief Executive Officer (CEO)

US$13.8m

Compensación total

Porcentaje del salario del CEO5.22%
Permanencia del CEO13.1yrs
Participación del CEO0.7%
Permanencia media de la dirección3yrs
Promedio de permanencia en la Junta Directiva8.5yrs

Actualizaciones recientes de la dirección

Recent updates

Actualización de narrativa May 20

TWST: Silicon DNA Platform And Profitability Shift Will Drive Bullish Repricing

Analysts have raised their average price target for Twist Bioscience to about $63.33 from $55.00, citing updated assumptions around profitability, modest tweaks to discount rates and growth, and a lower future P/E multiple as key inputs in their models. Analyst Commentary Recent research on Twist Bioscience centers on how updated profitability assumptions and valuation frameworks translate into higher price targets, with several analysts revising their models over a short period.
Seeking Alpha May 07

Twist Bioscience: AI Momentum Is Real, But The Easy Money Has Been Made

Summary Twist Bioscience (TWST) delivered strong Q2 results, driven by AI-enabled drug discovery. NGS growth was soft due to a demand air pocket caused by a large customer. Growth is expected to rebound as this company's commercial test volumes ramp. Twist's fundamentals are likely to continue improving in coming quarters. Growth investments will create modest near-term margin headwinds though. Twist's valuation now appears stretched, meaning near-term upside is likely limited. I believe the company remains a compelling long-term opportunity for patient investors though. Read the full article on Seeking Alpha
Actualización de narrativa Apr 29

TWST: Silicon DNA Platform And Expanded Partnerships Will Shape Balanced Risk Reward Profile

Twist Bioscience's analyst fair value estimate has been reset from $35.63 to $55.00. Analysts point to a series of recent price target increases from firms such as Barclays, Evercore ISI, Guggenheim and Baird as support for the higher range.
Actualización de narrativa Apr 15

TWST: Bispecific Platform Deal And Tools Recovery Will Shape Multi Year Outlook

Twist Bioscience's updated analyst price target remains at $58.00. Recent Street research cites revised assumptions around revenue growth, profitability, and a lower future P/E as key drivers behind the refreshed narrative.
Actualización de narrativa Mar 30

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.
Actualización de narrativa Mar 16

TWST: 2026 Tools Recovery And Bispecific Deal Will Support Multi Year Upside

Analysts have raised their average price targets on Twist Bioscience by double digit dollar amounts. Firms such as Baird, Evercore ISI, Barclays, Guggenheim and TD Cowen have cited recovering end markets, improving sentiment into 2026 and multiple avenues for upside to previously derisked growth assumptions.
Actualización de narrativa Mar 02

TWST: 2026 Tools Recovery Framework Will Drive Multi Year Platform Upside

Analysts have lifted their price targets on Twist Bioscience by $8 to $17 per share in recent research, tying the changes to improving tools sector sentiment, recovering end markets into 2026, and what they view as multiple avenues for upside within a clearer multi year growth framework. Analyst Commentary Bullish analysts are clustering around a more constructive view on Twist Bioscience, pointing to a clearer multi year growth framework and a tools sector that they see as recovering into 2026.
Actualización de narrativa Feb 16

TWST: Multi Year Tools Framework Will Drive DNA Synthesis Platform Upside

Analysts have raised their price targets for Twist Bioscience, supporting a fair value move from $42.00 to $58.00. They cite a clearer multi year growth framework, recovering end markets, and a tools focused setup into 2026.
Actualización de narrativa Feb 02

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.
Actualización de narrativa Jan 19

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.
Artículo de análisis Jan 14

Twist Bioscience Corporation (NASDAQ:TWST) Held Back By Insufficient Growth Even After Shares Climb 30%

The Twist Bioscience Corporation ( NASDAQ:TWST ) share price has done very well over the last month, posting an...
Actualización de narrativa Jan 05

TWST: Commercial Execution Will Drive DNA Synthesis Platform Toward Profitable Scale

Analysts have trimmed their price target on Twist Bioscience from $50 to $42 per share. This reflects a slightly higher discount rate and more tempered revenue growth expectations, even as they acknowledge the company’s differentiated DNA synthesis platform, cost leadership, and continued market share gains.
Actualización de narrativa Dec 15

TWST: Silicon DNA Platform And Aggressive Commercial Push Will Drive Share Gains

Analysts have modestly trimmed their price target on Twist Bioscience by a few dollars per share to better reflect lingering questions around the size and timing of synthetic biology opportunities, even as they highlight the company’s differentiated, cost advantaged DNA synthesis platform and ongoing share gains as key drivers of long term upside. Analyst Commentary Bullish analysts emphasize that Twist’s differentiated, technology driven DNA synthesis platform, built on proprietary silicon chip technology, underpins a durable competitive moat that can support premium growth and multiple expansion over time.
Actualización de narrativa Dec 01

TWST: Silicon Chip DNA Platform Will Drive Continued Market Share Gains

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.
Actualización de narrativa Nov 17

TWST: Silicon Chip Technology Will Drive Future Market Share Gains

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.
Actualización de narrativa Nov 01

TWST: Share Valuations Will Stabilize As End Markets Remain Strong

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.
Actualización de narrativa Oct 18

SynBio And NGS Demand Will Broaden Global Market Reach

Analysts have revised Twist Bioscience’s price target downward from $40.00 to $39.43, citing stable end markets and expectations of improving sentiment as the primary rationale for the modest adjustment. Analyst Commentary Recent analyst updates on Twist Bioscience reflect a nuanced perspective on the company’s outlook, highlighting both potential opportunities and ongoing challenges that could influence near-term valuation and long-term growth prospects.
Artículo de análisis Oct 09

Twist Bioscience Corporation (NASDAQ:TWST) Held Back By Insufficient Growth Even After Shares Climb 31%

Those holding Twist Bioscience Corporation ( NASDAQ:TWST ) shares would be relieved that the share price has rebounded...
Actualización de narrativa Oct 04

SynBio And NGS Demand Will Broaden Global Market Reach

Analysts have lowered their price target for Twist Bioscience from $42.14 to $40.00. They cite stable end markets and a cautiously optimistic outlook based on current valuations and improved profit margin expectations.
Actualización de narrativa Sep 19

SynBio And NGS Demand Will Broaden Global Market Reach

Twist Bioscience’s consensus price target increased to $42.14, as a higher future P/E suggests elevated growth expectations despite a decline in net profit margin. What's in the News Collaborated with Synthetic Design Lab, utilizing proprietary tools to support SDL's research activities.
Artículo de análisis Aug 07

Twist Bioscience Corporation Beat Analyst Estimates: See What The Consensus Is Forecasting For Next Year

One of the biggest stories of last week was how Twist Bioscience Corporation ( NASDAQ:TWST ) shares plunged 25% in the...
Artículo de análisis Aug 06

Little Excitement Around Twist Bioscience Corporation's (NASDAQ:TWST) Revenues As Shares Take 28% Pounding

NasdaqGS:TWST 1 Year Share Price vs Fair Value Explore Twist Bioscience's Fair Values from the Community and select...
Artículo de análisis Jul 28

We Think Twist Bioscience (NASDAQ:TWST) Can Easily Afford To Drive Business Growth

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, biotech and mining...
Artículo de análisis Jun 01

Investors Don't See Light At End Of Twist Bioscience Corporation's (NASDAQ:TWST) Tunnel And Push Stock Down 25%

Twist Bioscience Corporation ( NASDAQ:TWST ) shareholders that were waiting for something to happen have been dealt a...
Artículo de análisis Apr 25

We're Interested To See How Twist Bioscience (NASDAQ:TWST) Uses Its Cash Hoard To Grow

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, biotech and mining...
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Nueva narrativa Mar 21

Cutting-edge DNA Synthesis Platform And Cost Reductions Will Power Future Market Expansion

Twist Bioscience's innovative DNA synthesis platform and strategic process improvements aim to drive revenue growth and enhance net margins.
Artículo de análisis Mar 02

Why Investors Shouldn't Be Surprised By Twist Bioscience Corporation's (NASDAQ:TWST) 26% Share Price Plunge

Twist Bioscience Corporation ( NASDAQ:TWST ) shareholders that were waiting for something to happen have been dealt a...
Seeking Alpha Feb 06

Twist Bioscience: Valuation Is Weighing On The Stock

Summary Twist Bioscience reported solid Q1 FY25 results, although this was insufficient to drive the company's share price higher. The demand environment remains challenging, and Trump's election has created additional uncertainty. The implementation of tariffs could actually be a tailwind for Twist, though. Express genes and NGS appear to be driving Twist's growth at the moment, and this seems likely to persist for the foreseeable future. Twist's margins continue to improve, putting the company on a clear path to profitability over the next few years, which will remove one of the largest sources of investor doubt. Twist's valuation likely leaves little room for further upside in the near-term, though without a meaningful growth acceleration. Read the full article on Seeking Alpha
Artículo de análisis Dec 26

Twist Bioscience (NASDAQ:TWST) Is In A Strong Position To Grow Its Business

We can readily understand why investors are attracted to unprofitable companies. For example, although...
Artículo de análisis Nov 30

Twist Bioscience Corporation's (NASDAQ:TWST) Shareholders Might Be Looking For Exit

With a median price-to-sales (or "P/S") ratio of close to 10.3x in the Biotechs industry in the United States, you...
Seeking Alpha Nov 29

Twist Bioscience: Path To Profitability Beginning To Take Shape

Summary Twist Bioscience's SynBio and NGS segments continue to generate strong growth, despite macro challenges. The prospects of the biopharma segment are uncertain, highlighted by the sale of milestones and royalties to XOMA for a small amount. Twist's margins continue to improve, and the company now appears to be on a path to cash flow breakeven over the next few years. Continued growth and a transition to profitability should see Twist's stock perform well over the long run, there is probably little room for multiple expansion in the meantime though. Read the full article on Seeking Alpha
Seeking Alpha Nov 18

Twist Bioscience: A Post-Earnings Assessment

Summary Twist Biosciences just posted a solid Q4, which had the stock rising in trading Monday. However, despite impressive sales growth, Twist Biosciences remains unprofitable, with projected losses for several years even as revenues rise. The company does have a solid balance sheet and north of $1.2 billion in net loss carry forwards. The stock trades near the top of its two-year price-to-sales ratio range, making it challenging to value based on earnings. An updated analysis around Twist Biosciences follows in the paragraphs below. Read the full article on Seeking Alpha
Seeking Alpha Nov 08

Twist Bioscience's Earnings Preview: Partnerships And Valuation Make It A 'Buy'

Summary Since I last covered it, Twist Bioscience has made significant strides. They have secured new partnerships, launched innovative products, and secured strategic financial agreements. TWST's valuation multiples now appear more reasonable, making it a compelling buy for new investors, with a long cash runway and potential self-sustainability by 2025-2026. The company has improved its gross margins and reduced EBIT margins, signaling rapid margin improvement and benefiting from economies of scale. TWST's pipeline in DNA data storage and next-generation sequencing tools position TWST for future growth in biotech applications. Despite inherent biotech and earnings report risks, TWST's consistent revenue growth, margin improvement, and value accumulation justify upgrading the stock to a "Buy". Read the full article on Seeking Alpha

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Emily Leproust en comparación con los beneficios de Twist Bioscience?
FechaCompensación totalSalarioIngresos de la empresa
Mar 31 2026n/an/a

-US$81m

Dec 31 2025n/an/a

-US$77m

Sep 30 2025US$14mUS$720k

-US$78m

Jun 30 2025n/an/a

-US$85m

Mar 31 2025n/an/a

-US$191m

Dec 31 2024n/an/a

-US$197m

Sep 30 2024US$8mUS$685k

-US$209m

Jun 30 2024n/an/a

-US$220m

Mar 31 2024n/an/a

-US$192m

Dec 31 2023n/an/a

-US$206m

Sep 30 2023US$8mUS$685k

-US$205m

Jun 30 2023n/an/a

-US$209m

Mar 31 2023n/an/a

-US$213m

Dec 31 2022n/an/a

-US$214m

Sep 30 2022US$6mUS$665k

-US$218m

Jun 30 2022n/an/a

-US$208m

Mar 31 2022n/an/a

-US$188m

Dec 31 2021n/an/a

-US$165m

Sep 30 2021US$1mUS$590k

-US$152m

Jun 30 2021n/an/a

-US$135m

Mar 31 2021n/an/a

-US$123m

Dec 31 2020n/an/a

-US$117m

Sep 30 2020US$7mUS$519k

-US$140m

Jun 30 2020n/an/a

-US$147m

Mar 31 2020n/an/a

-US$147m

Dec 31 2019n/an/a

-US$141m

Sep 30 2019US$8mUS$477k

-US$108m

Compensación vs. Mercado: La compensación total de Emily($USD13.78M) está por encima de la media de empresas de tamaño similar en el mercado US ($USD7.02M).

Compensación vs. Ingresos: La compensación de Emily ha aumentado mientras la empresa no es rentable.


CEO

Emily Leproust (52 yo)

13.1yrs
Permanencia
US$13,781,570
Compensación

Dr. Emily Marine Leproust, Ph D., is Director of GeneDx, Inc. from July 2021. Dr. Leproust is Director of Atlas Data Storage, Inc. since May 2025.Dr. Leproust serves as Independent Director at CM Life Sci...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Emily Leproust
Co-Founder13.1yrsUS$13.78m0.71%
$ 29.7m
Patrick Finn
President & COO3.6yrsUS$8.02m0.44%
$ 18.4m
Adam Laponis
Chief Financial Officer2.3yrsUS$4.22m0.035%
$ 1.5m
Dennis Cho
Chief Legal Officer & Corporate Secretary4.7yrsUS$3.62m0.098%
$ 4.1m
Paula Green
Senior Vice President of Human Resources10.2yrsUS$3.35m0.059%
$ 2.5m
Robert Werner
VP & Chief Accounting Officer3yrssin datos0.077%
$ 3.2m
Siyuan Chen
Chief Technology Officer5.3yrssin datossin datos
Michael Fero
Chief Information Officer1.6yrssin datossin datos
Colby Souders
Chief Scientific Officerno datasin datossin datos
Nicole Moreno
Senior Vice President of Sales & Support1.5yrssin datossin datos
Jimmy Jin
Senior Vice President of Product & Marketingless than a yearsin datossin datos
Angela Bitting
Chief Corporate Responsibility Officer & Senior VP of Corporate Affairs1.3yrssin datossin datos
3.0yrs
Permanencia media
52.5yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de TWST se considera experimentado (3 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Emily Leproust
Co-Founder13.1yrsUS$13.78m0.71%
$ 29.7m
Keith Crandell
Independent Director12.6yrsUS$299.97k0.17%
$ 6.9m
Robert Chess
Lead Independent Director11.8yrsUS$337.47k0.10%
$ 4.3m
Nelson Chan
Independent Director7yrsUS$312.47k0.045%
$ 1.9m
Robert Ragusa
Independent Director9.5yrsUS$304.97k0.038%
$ 1.6m
Jan Johannessen
Independent Director7.6yrsUS$313.72k0.020%
$ 846.1k
Katryn Blake
Independent Directorless than a yearUS$404.00k0.031%
$ 1.3m
Melissa Starovasnik
Independent Director4.8yrsUS$304.97k0.032%
$ 1.3m
8.5yrs
Permanencia media
64.5yo
Promedio de edad

Junta con experiencia: La junta directiva de TWST se considera experimentada (8.5 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/30 15:52
Precio de las acciones al final del día2026/05/29 00:00
Beneficios2026/03/31
Ingresos anuales2025/09/30

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Twist Bioscience Corporation está cubierta por 14 analistas. 9 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Catherine Ramsey SchulteBaird
Luke SergottBarclays
Gaurav GoparajuBerenberg