Twist Bioscience Corporation

NasdaqGS:TWST 주식 리포트

시가총액: US$3.7b

Twist Bioscience 과거 순이익 실적

과거 기준 점검 0/6

Twist Bioscience은 연평균 6.7%의 비율로 수입이 증가해 온 반면, Biotechs 산업은 연평균 30.5%의 비율로 증가했습니다. 매출은 연평균 23.3%의 비율로 증가했습니다.

핵심 정보

6.71%

순이익 성장률

10.93%

주당순이익(EPS) 성장률

Biotechs 산업 성장률17.04%
매출 성장률23.31%
자기자본이익률-17.86%
순이익률-19.85%
최근 순이익 업데이트31 Mar 2026

최근 과거 실적 업데이트

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
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
User avatar
새 내러티브 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.
분석 기사 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
분석 기사 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...
분석 기사 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
분석 기사 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...
분석 기사 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...

매출 및 비용 세부 내역

Twist Bioscience가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.


순이익 및 매출 추이

NasdaqGS:TWST 매출, 비용 및 순이익 (USD Millions)
날짜매출순이익일반관리비연구개발비
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

양질의 수익: TWST 은(는) 현재 수익성이 없습니다.

이익 마진 증가: TWST는 현재 수익성이 없습니다.


잉여현금흐름 대비 순이익 분석


과거 순이익 성장 분석

수익추이: TWST는 수익성이 없지만 지난 5년 동안 연평균 6.7%의 속도로 손실을 줄였습니다.

성장 가속화: 현재 수익성이 없어 지난 1년간 TWST의 수익 성장률을 5년 평균과 비교할 수 없습니다.

수익 대 산업: TWST은 수익성이 없어 지난 해 수익 성장률을 Biotechs 업계(43%)와 비교하기 어렵습니다.


자기자본이익률

높은 ROE: TWST는 현재 수익성이 없으므로 자본 수익률이 음수(-17.86%)입니다.


총자산이익률


투하자본수익률


우수한 과거 실적 기업을 찾아보세요

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/07 16:37
종가2026/05/07 00:00
수익2026/03/31
연간 수익2025/09/30

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Twist Bioscience Corporation는 14명의 분석가가 다루고 있습니다. 이 중 9명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Catherine Ramsey SchulteBaird
Luke SergottBarclays
Gaurav GoparajuBerenberg