Twist Bioscience Corporation

NasdaqGS:TWST 株式レポート

時価総額：US$5.6b

Twist Bioscience 過去の業績

過去 基準チェック /06

Twist Bioscienceは6.7%の年平均成長率で業績を伸ばしているが、Biotechs業界はgrowingで36.2%毎年増加している。売上は成長しており、年平均23.3%の割合である。

主要情報

6.71%

収益成長率

10.93%

EPS成長率

Biotechs 業界の成長17.04%
収益成長率23.31%
株主資本利益率-17.86%
ネット・マージン-19.85%
前回の決算情報31 Mar 2026

最近の業績更新

Recent updates

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...
分析記事 • 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...
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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
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

収支内訳

Twist Bioscience の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。

収益と収入の歴史

NasdaqGS:TWST 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
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

質の高い収益: TWSTは現在利益が出ていません。

利益率の向上: TWSTは現在利益が出ていません。

フリー・キャッシュフローと収益の比較

過去の収益成長分析

収益動向: TWSTは利益を出していないが、過去 5 年間で年間6.7%の割合で損失を削減してきた。

成長の加速: TWSTの過去 1 年間の収益成長を 5 年間の平均と比較することはできません。現在は利益が出ていないためです。

収益対業界: TWSTは利益が出ていないため、過去 1 年間の収益成長をBiotechs業界 ( 54.5% ) と比較することは困難です。

株主資本利益率

高いROE: TWSTは現在利益が出ていないため、自己資本利益率 ( -17.86% ) はマイナスです。

総資産利益率

使用総資本利益率

過去の好業績企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/07/13 13:26
終値2026/07/13 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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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 SchulteBaird
Luke SergottBarclays
Gaurav GoparajuBerenberg