Twist Bioscience Gestion
Gestion contrôle des critères 2/4
Le PDG Twist Bioscience est Emily Leproust, nommé en Apr2013, a un mandat de 13.08 ans. La rémunération annuelle totale est $ 13.78M, composée du salaire de 5.2% et des bonus 94.8%, y compris les actions et options de la société. détient directement 0.7% des actions de la société, d'une valeur de $ 26.12M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 3 ans et 8.5 ans.
Informations clés
Emily Leproust
Directeur général
US$13.8m
Rémunération totale
| Pourcentage du salaire du PDG | 5.22% |
| Durée du mandat du directeur général | 13.1yrs |
| Propriété du PDG | 0.7% |
| Durée moyenne d'occupation des postes de direction | 3yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 8.5yrs |
Mises à jour récentes de la gestion
Recent updates
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
Mise à jour de l'analyse • 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.
Mise à jour de l'analyse • 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.
Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Article d'analyse • 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...Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Article d'analyse • 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...Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Article d'analyse • 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...Article d'analyse • 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...Article d'analyse • 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...Article d'analyse • 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...Article d'analyse • 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...
Nouvelle analyse • 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.Article d'analyse • 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 AlphaArticle d'analyse • 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...Article d'analyse • 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 AlphaSeeking 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 AlphaSeeking 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 AlphaArticle d'analyse • Sep 25
Twist Bioscience (NASDAQ:TWST) Is In A Strong Position To Grow Its Business
There's no doubt that money can be made by owning shares of unprofitable businesses. For example, Twist Bioscience...Article d'analyse • Aug 20
Investors Aren't Buying Twist Bioscience Corporation's (NASDAQ:TWST) Revenues
With a price-to-sales (or "P/S") ratio of 8.8x Twist Bioscience Corporation ( NASDAQ:TWST ) may be sending bullish...Analyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | -US$81m |
| Dec 31 2025 | n/a | n/a | -US$77m |
| Sep 30 2025 | US$14m | US$720k | -US$78m |
| Jun 30 2025 | n/a | n/a | -US$85m |
| Mar 31 2025 | n/a | n/a | -US$191m |
| Dec 31 2024 | n/a | n/a | -US$197m |
| Sep 30 2024 | US$8m | US$685k | -US$209m |
| Jun 30 2024 | n/a | n/a | -US$220m |
| Mar 31 2024 | n/a | n/a | -US$192m |
| Dec 31 2023 | n/a | n/a | -US$206m |
| Sep 30 2023 | US$8m | US$685k | -US$205m |
| Jun 30 2023 | n/a | n/a | -US$209m |
| Mar 31 2023 | n/a | n/a | -US$213m |
| Dec 31 2022 | n/a | n/a | -US$214m |
| Sep 30 2022 | US$6m | US$665k | -US$218m |
| Jun 30 2022 | n/a | n/a | -US$208m |
| Mar 31 2022 | n/a | n/a | -US$188m |
| Dec 31 2021 | n/a | n/a | -US$165m |
| Sep 30 2021 | US$1m | US$590k | -US$152m |
| Jun 30 2021 | n/a | n/a | -US$135m |
| Mar 31 2021 | n/a | n/a | -US$123m |
| Dec 31 2020 | n/a | n/a | -US$117m |
| Sep 30 2020 | US$7m | US$519k | -US$140m |
| Jun 30 2020 | n/a | n/a | -US$147m |
| Mar 31 2020 | n/a | n/a | -US$147m |
| Dec 31 2019 | n/a | n/a | -US$141m |
| Sep 30 2019 | US$8m | US$477k | -US$108m |
Rémunération vs marché: La rémunération totale de Emily ($USD 13.78M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 7.13M ).
Rémunération et revenus: La rémunération de Emily a augmenté alors que l'entreprise n'est pas rentable.
PDG
Emily Leproust (52 yo)
13.1yrs
Titularisation
US$13,781,570
Compensation
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...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Co-Founder | 13.1yrs | US$13.78m | 0.70% $ 26.1m | |
| President & COO | 3.6yrs | US$8.02m | 0.14% $ 5.1m | |
| Chief Financial Officer | 2.3yrs | US$4.22m | 0.035% $ 1.3m | |
| Chief Legal Officer & Corporate Secretary | 4.7yrs | US$3.62m | 0.098% $ 3.6m | |
| Senior Vice President of Human Resources | 10.2yrs | US$3.35m | 0.057% $ 2.1m | |
| VP & Chief Accounting Officer | 3yrs | pas de données | 0.025% $ 910.1k | |
| Chief Technology Officer | 5.3yrs | pas de données | pas de données | |
| Chief Information Officer | 1.6yrs | pas de données | pas de données | |
| Chief Scientific Officer | no data | pas de données | pas de données | |
| Senior Vice President of Sales & Support | 1.5yrs | pas de données | pas de données | |
| Senior Vice President of Product & Marketing | less than a year | pas de données | pas de données | |
| Chief Corporate Responsibility Officer & Senior VP of Corporate Affairs | 1.3yrs | pas de données | pas de données |
3.0yrs
Durée moyenne de l'emploi
52.5yo
Âge moyen
Gestion expérimentée: L'équipe de direction de TWST est considérée comme expérimentée (ancienneté moyenne 3 ans).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Co-Founder | 13.1yrs | US$13.78m | 0.70% $ 26.1m | |
| Independent Director | 12.6yrs | US$299.97k | 0.17% $ 6.2m | |
| Lead Independent Director | 11.8yrs | US$337.47k | 0.10% $ 3.8m | |
| Independent Director | 7yrs | US$312.47k | 0.045% $ 1.7m | |
| Independent Director | 9.5yrs | US$304.97k | 0.038% $ 1.4m | |
| Independent Director | 7.6yrs | US$313.72k | 0.020% $ 753.6k | |
| Independent Director | less than a year | US$404.00k | 0.031% $ 1.2m | |
| Independent Director | 4.8yrs | US$304.97k | 0.032% $ 1.2m |
8.5yrs
Durée moyenne de l'emploi
64.5yo
Âge moyen
Conseil d'administration expérimenté: Les membres du conseil d'administration de TWST sont considérés comme expérimentés (ancienneté moyenne 8.5 ans).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/07 00:02 |
| Cours de l'action en fin de journée | 2026/05/07 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/09/30 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Twist Bioscience Corporation est couverte par 14 analystes. 9 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Catherine Ramsey Schulte | Baird |
| Luke Sergott | Barclays |
| Gaurav Goparaju | Berenberg |