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Twist Bioscience Corporation

Informe acción NasdaqGS:TWST

Capitalización de mercado: US$8.0b

  • Resumen empresa
  • Valoración
  • Crecimiento Futuro
  • Rendimiento pasado
  • Salud Financiera
  • Dividendos
  • Dirección
  • Propiedad
  • Información adicional
  • Comunidad de acciones

Twist Bioscience Resultados de beneficios anteriores

Pasado controles de criterios 0/6

Twist Bioscience ha aumentado sus beneficios a una tasa media anual de 9.3%, mientras que los beneficios de la industria de Biotechs han experimentado un crecimiento anual de 34.1%. Los ingresos han ido creciendo a una tasa media de 22.4% al año.

Información clave

9.25%

Tasa de crecimiento de los beneficios

13.20%

Tasa de crecimiento del BPA

Crecimiento de la industria Biotechs 17.04%
Tasa de crecimiento de los ingresos22.39%
Rentabilidad financiera-30.67%
Margen neto-31.66%
Última actualización de beneficios30 Jun 2026

Actualizaciones de resultados anteriores recientes

Recent updates

User avatar
Actualización de narrativa • Sep 03

TWST: AI Drug Discovery Hype Will Likely Outrun 2026 Execution Reality

Analysts have raised the fair value estimate for Twist Bioscience from $38.04 to $57.50, citing a series of higher Street price targets clustered around $95 to $120. These targets are linked to updated models following Q3 results and growing expectations for revenue contributions from AI-enabled drug discovery.
Seeking Alpha • Aug 20

Twist Biosciences: AI-Driven Rally Or Short Squeeze? I'm Neutral (For Now)

Summary Twist Bioscience Corporation is rated Hold, as its $9.5bn valuation appears disconnected from current fundamentals, and profitability remains elusive. TWST's recent 200% stock surge is driven by AI-related news, short squeeze dynamics, and strong DSPS revenue growth, not by blowout earnings. Full-year 2026 guidance was raised to $456–$457m revenue with adjusted EBITDA breakeven targeted, but losses and elevated SG&A persist. TWST stock's upside hinges on future AI-driven healthcare markets, but near-term volatility and speculative sentiment dominate the investment case. Read the full article on Seeking Alpha
User avatar
Actualización de narrativa • Aug 13

TWST: AI Order Momentum Will Test Sustainability After Equity Raise

Analysts have lifted the Twist Bioscience fair value estimate from $92.50 to $105.30, citing refreshed models that reflect updated revenue expectations, AI-enabled drug discovery order trends, and revised sector assumptions across recent research. Analyst Commentary Recent Street research around Twist Bioscience shows a cluster of higher fair value targets and mostly positive views on execution, with one more cautious voice highlighting valuation risks after a strong share price run.
Artículo de análisis • Aug 06

Earnings Update: Here's Why Analysts Just Lifted Their Twist Bioscience Corporation (NASDAQ:TWST) Price Target To US$104

Shareholders will be ecstatic, with their stake up 35% over the past week following Twist Bioscience Corporation 's...
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Actualización de narrativa • Jul 30

TWST: AI Drug Discovery Hopes Face Sector And Execution Headwinds

The updated analyst price target for Twist Bioscience moves from $71.10 to $92.50 as analysts refresh models around higher assumed revenue growth, a lower discount rate, and a higher future P/E multiple, partly offset by more conservative profit margin expectations. Analyst Commentary Recent Street research on Twist Bioscience points to an active debate on valuation and execution as the stock responds to shifting expectations around growth, margins, and the broader life science tools sector.
User avatar
Actualización de narrativa • Jul 16

TWST: AI Drug Discovery Demand Will Shape Multi Year Upside Potential

Analysts have raised the fair value estimate for Twist Bioscience to $120 from $95, reflecting updated models that incorporate slightly higher revenue growth assumptions, adjusted profit margin expectations, and a higher future P/E, in line with a series of recent price target increases across the Street. Analyst Commentary Bullish analysts covering Twist Bioscience have been revisiting their models, with a series of higher price targets and positive views on the company’s execution in life science tools and synthetic biology.
User avatar
Actualización de narrativa • Jul 02

TWST: AI Drug Discovery Exposure And Tools Recovery Will Shape Multi Year Outlook

The analyst fair value estimate for Twist Bioscience has been revised from $58.00 to $95.00. This change reflects updated sector views and recent price target increases across the Street.
Artículo de análisis • Jun 18

Twist Bioscience (TWST) Stock Looks 42.9% Overvalued After Bullish Analyst Calls

Recent bullish coverage from firms such as Canaccord Genuity, highlighting Twist Bioscience (TWST) silicon-based lab-on-a-chip platform and AI-enabled drug discovery efforts, has pushed Twist Bioscience stock firmly into focus for many investors. See our latest analysis for Twist Bioscience. That bullish research comes after a sharp move in the Twist Bioscience share price. The stock closed at US$82.87, with a 30 day share price return of 66.44% and a 1 year total shareholder return of...
User avatar
Actualización de narrativa • Jun 18

TWST: AI Drug Discovery Hopes Will Be Tested By Sector Headwinds

The analyst fair value estimate for Twist Bioscience has been lifted from $64.38 to $71.10. Analysts point to a higher assumed revenue growth rate, a richer future P/E and sector research that highlights the company’s growing role in next generation drug discovery and development as key factors in the new price target.
User avatar
Actualización de narrativa • Jun 04

TWST: AI Drug Discovery Hopes Will Outrun Earnings Execution Risk

The analyst price target for Twist Bioscience has been revised higher to $64.38 from $63.33. Analysts point to updated assumptions around fair value, discount rate, revenue growth, profit margins and future P/E as key drivers of the change.
User avatar
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.
User avatar
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.
User avatar
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.
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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.
User avatar
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.
User avatar
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.
User avatar
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.
User avatar
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.
User avatar
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...
User avatar
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.
User avatar
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.
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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.
User avatar
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.
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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.
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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...
User avatar
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.
User avatar
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.

Desglose de ingresos y gastos

Cómo gana y gasta dinero Twist Bioscience. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).


Historial de beneficios e ingresos

NasdaqGS:TWST Ingresos, gastos y beneficios (USD Millions)
FechaIngresosBeneficiosGastos G+AGastos de I+D
30 Jun 26432-13729072
31 Mar 26409-8127372
31 Dec 25392-7726176
30 Sep 25377-7824780
30 Jun 25362-8523684
31 Mar 25348-19123089
31 Dec 24330-19722289
30 Sep 24313-20921891
30 Jun 24295-22021393
31 Mar 24277-19220296
31 Dec 23262-20620099
30 Sep 23245-205190107
30 Jun 23235-209197113
31 Mar 23228-213204125
31 Dec 22216-214204129
30 Sep 22204-218213120
30 Jun 22184-208197110
31 Mar 22163-18817893
31 Dec 21146-16515878
30 Sep 21132-15213669
30 Jun 21127-13512561
31 Mar 21113-12311352
31 Dec 20101-11710647
30 Sep 2090-14010343
30 Jun 2073-14710142
31 Mar 2066-1479940
31 Dec 1960-1419139
30 Sep 1954-1088036
30 Jun 1947-966931
31 Mar 1940-865928
31 Dec 1833-774923
30 Sep 1825-714320
30 Jun 1820-683919
30 Sep 1711-592619
30 Sep 162-441818

Ingresos de calidad: TWST actualmente no es rentable.

Margen de beneficios creciente: TWST actualmente no es rentable.


Análisis del flujo de caja libre vs. Beneficios


Análisis del crecimiento de los beneficios en el pasado

Tendencia de beneficios: TWST no es rentable, pero ha reducido pérdidas en los últimos 5 años a un ritmo de 9.3% por año.

Acelerando crecimiento: No se puede comparar el crecimiento de los beneficios de TWST en el último año con su promedio de 5 años, ya que actualmente no es rentable.

Beneficios vs. Industria: TWST no es rentable, por lo que resulta difícil comparar el crecimiento de sus beneficios en el último año con el de la industria Biotechs (64.6%).


Rentabilidad financiera

Alta ROE: TWST tiene una rentabilidad financiera negativa (-30.67%), ya que actualmente no es rentable.


Rentabilidad económica


Rendimiento del capital invertido


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Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/09/11 00:52
Precio de las acciones al final del día2026/09/11 00:00
Beneficios2026/06/30
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
  • Formulario SEC 10-K
  • Formulario SEC 10-Q
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
  • Informes de análisis
  • Blue Matrix
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
  • Datos de mercado ICE
  • Formulario S-1 de la SEC
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
  • Formulario SEC 4
  • Formulario SEC 13D
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
  • Formulario SEC 10-K
  • Formulario SEC DEF 14A
Principales avances10 años
  • Anuncios de empresas
  • Formulario SEC 8-K

* 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 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 17 analistas. 11 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
Robert BambergerBaird
Catherine Ramsey SchulteBaird
Luke SergottBarclays

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