Twist Bioscience（TWST）株式概要
ツイスト・バイオサイエンス社は、合成DNAベースの製品を製造・販売している。 詳細
TWST Community Fair Values
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Analyst Price Targets
Twist Bioscience Corporation 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$85.47 |
| 52週高値 | US$105.47 |
| 52週安値 | US$23.30 |
| ベータ | 2.11 |
| 1ヶ月の変化 | -13.10% |
| 3ヶ月変化 | 46.23% |
| 1年変化 | 146.10% |
| 3年間の変化 | 299.58% |
| 5年間の変化 | -28.95% |
| IPOからの変化 | 510.50% |
最新ニュース
ナラティブ更新 • 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.Seeking Alpha • Jul 08
Twist Bioscience: An AI And Rate Cut Play Dressed In A Lab Coat
Summary Twist Bioscience leverages a semiconductor-based platform for DNA synthesis, driving scalable, AI-enabled drug discovery and robust sequential revenue growth. TWST's DNA Synthesis & Protein Solutions segment remains the growth engine, with 28% YoY growth and expanding margins; gross margin now exceeds 50%. Balance sheet strength is notable, with $172M net cash and no debt, supporting a credible path to Q4 adjusted EBITDA breakeven if execution holds. Read the full article on Seeking Alphaナラティブ更新 • 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.Recent updates
ナラティブ更新 • 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.Seeking Alpha • Jul 08
Twist Bioscience: An AI And Rate Cut Play Dressed In A Lab Coat
Summary Twist Bioscience leverages a semiconductor-based platform for DNA synthesis, driving scalable, AI-enabled drug discovery and robust sequential revenue growth. TWST's DNA Synthesis & Protein Solutions segment remains the growth engine, with 28% YoY growth and expanding margins; gross margin now exceeds 50%. Balance sheet strength is notable, with $172M net cash and no debt, supporting a credible path to Q4 adjusted EBITDA breakeven if execution holds. Read the full article on Seeking Alphaナラティブ更新 • 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.分析記事 • 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...
ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.
ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...分析記事 • 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...
新しいナラティブ • 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.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株主還元
| TWST | US Biotechs | US 市場 | |
|---|---|---|---|
| 7D | -9.3% | 0.5% | -2.6% |
| 1Y | 146.1% | 31.8% | 14.3% |
業界別リターン: TWST過去 1 年間で31.8 % の収益を上げたUS Biotechs業界を上回りました。
リターン対市場: TWST過去 1 年間で14.3 % の収益を上げたUS市場を上回りました。
価格変動
| TWST volatility | |
|---|---|
| TWST Average Weekly Movement | 9.8% |
| Biotechs Industry Average Movement | 10.1% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: TWST 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: TWSTの 週次ボラティリティ ( 10% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2013 | 979 | Emily Leproust | www.twistbioscience.com |
ツイスト・バイオサイエンス社は、合成DNAベースの製品を製造・販売している。治療薬、診断薬、化学品/材料、食品/農業、データストレージ、およびバイオテクノロジー、製薬、工業化学、農業関連企業や学術研究所による学術研究内の様々な用途での製品開発に使用される合成遺伝子および遺伝子断片、標的NGS、CRISPR遺伝子編集、突然変異誘発実験、DNA折り紙、DNAコンピューティング、DNA内のデータストレージ、およびその他の用途に使用されるオリゴプール、および創薬開発の追求に注力する顧客向けの免疫グロブリンGタンパク質を提供している。また、ライブラリー調製キット、ヒトエクソームキット、固定パネル、カスタムパネルからなるNGSツールや、様々な適応症の診断検査、集団遺伝学研究、バイオマーカー探索、トランスレーショナルリサーチ、微生物学、応用市場研究で使用されるアライアンスパネル、がん、希少疾患、遺伝性疾患研究のためのメチル化検出キット、高速ハイブリダイゼーション、フルRNAシーケンスワークフローソリューションも提供している。さらに、NGSおよび逆転写ポリメラーゼ連鎖反応アッセイを開発するための陽性対照として、合成SARS-CoV-2 RNA参照配列、合成サル痘対照、およびインフルエンザ、呼吸器合胞体ウイルス、ライノウイルス、SARS、MERS、コロナウイルスを含む様々な呼吸器ウイルス対照を提供している。さらに、SARS-CoV-2研究用パネル（Twist Respiratory Virus PanelやPan-Viral Research Panelなど）、抗体工学、親和性成熟、ヒト化用の精密DNAライブラリー、抗体の複数の特性を同時に最適化できる抗体最適化ソリューションも提供している。同社はビットバイオーム社（bitBiome Inc.）と戦略的提携を行っている。同社は2013年に法人化され、カリフォルニア州サウスサンフランシスコに本社を置いている。
Twist Bioscience Corporation 基礎のまとめ
| TWST 基礎統計学 | |
|---|---|
| 時価総額 | US$5.51b |
| 収益（TTM） | -US$81.28m |
| 売上高(TTM) | US$409.48m |
13.0x
P/Sレシオ-65.5x
PER（株価収益率TWST は割高か？
公正価値と評価分析を参照収益と収入
| TWST 損益計算書（TTM） | |
|---|---|
| 収益 | US$409.48m |
| 売上原価 | US$196.25m |
| 売上総利益 | US$213.23m |
| その他の費用 | US$294.50m |
| 収益 | -US$81.28m |
直近の収益報告
Mar 31, 2026
次回決算日
Aug 03, 2026
| 一株当たり利益（EPS） | -1.31 |
| グロス・マージン | 52.07% |
| 純利益率 | -19.85% |
| 有利子負債／自己資本比率 | 3.3% |
TWST の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/07/29 17:57 |
| 終値 | 2026/07/29 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/09/30 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Twist Bioscience Corporation 10 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。15
| アナリスト | 機関 |
|---|---|
| Catherine Ramsey Schulte | Baird |
| Luke Sergott | Barclays |
| Gaurav Goparaju | Berenberg |