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Twist Bioscience Corporation Stock Price

NasdaqGS:TWST Community·US$7.9b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 40 Fair Values set on narratives written by author
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TWST Share Price Performance

US$126.85
101.24 (395.31%)
​
US$105.30
Fair Value
US$126.85
101.24 (395.31%)
20.5% overvalued intrinsic discount
US$105.30
Fair Value
Price US$126.85
AnalystConsensusTarget US$105.30
AnalystHighTarget US$120.00
AnalystLowTarget US$57.50
Thu, 13 Aug 26
Fair ValueUS$105.30
Share Pricen/a

TWST Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$105.3 20.5% overvalued intrinsic discount

TWST: Share Valuations Will Stabilize As End Markets Remain Strong

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21users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$120 5.7% overvalued intrinsic discount

Automated DNA Synthesis And AI Will Fuel Secular Growth

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3users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$57.5 120.6% overvalued intrinsic discount

DNA Synthesis Commoditization And Trade Tensions Will Erode Margins

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TWST logo
Twist Bioscience
20.5% overvalued intrinsic discount

TWST: Share Valuations Will Stabilize As End Markets Remain Strong

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AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 13 Aug
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TWST logo
Twist Bioscience
120.6% overvalued intrinsic discount

DNA Synthesis Commoditization And Trade Tensions Will Erode Margins

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AN
AnalystLowTarget
AnalystLowTarget
Updated 3 Sep
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TWST logo
Twist Bioscience
5.7% overvalued intrinsic discount

Automated DNA Synthesis And AI Will Fuel Secular Growth

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AN
AnalystHighTarget
AnalystHighTarget
Updated 16 Jul
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Trending Discussion

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Recently Updated Narratives

AN
AnalystLowTarget
TWST logo

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

Fair Value: US$57.5 120.6% overvalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
TWST logo

TWST: AI Order Momentum Will Test Sustainability After Equity Raise

Fair Value: US$105.3 20.5% overvalued intrinsic discount
21 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
TWST logo

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

Fair Value: US$120 5.7% overvalued intrinsic discount
3 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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Snowflake Analysis

Adequate balance sheet with low risk.

3 Risks
2 Rewards
View Full Analysis

Twist Bioscience Corporation Key Details

US$431.8m

Revenue

US$207.4m

Cost of Revenue

US$224.4m

Gross Profit

US$361.1m

Other Expenses

-US$136.7m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
-2.18
51.97%
-31.66%
3.4%
View Full Analysis

About TWST

Founded
2013
Employees
979
CEO
Emily Leproust
WebsiteView website
www.twistbioscience.com

Twist Bioscience Corporation manufactures and sells synthetic DNA-based products. The company offers synthetic genes and gene fragments used in product development for therapeutics, diagnostics, chemicals/materials, food/agriculture, data storage, and various applications within academic research by biotech, pharma, industrial chemical, and agricultural companies, as well as academic labs; Oligo pools used in targeted NGS, CRISPR gene editing, mutagenesis experiments, DNA origami, DNA computing, data storage in DNA, and other applications; and immunoglobulin G proteins for customers focused on the pursuit of drug discovery and development. It also provides NGS tools comprising library preparation kits, human exome kits, and fixed and custom panels, as well as alliance panels used within diagnostic tests for various indications, population genetics research and biomarker discovery, translational research, microbiology, and applied markets research; and methylation detection kits for cancer, and rare and inherited disease study, as well as fast hybridization and full RNA sequencing workflow solution. In addition, it offers synthetic SARS-CoV-2 RNA reference sequences as positive controls to develop both NGS and reverse transcription-polymerase chain reaction assays; synthetic monkeypox controls; and various respiratory viral controls, including for influenzas, respiratory syncytial virus, rhinoviruses, SARS, MERS, and coronaviruses. Further, it offers SARS-CoV-2 Research Panels, such as the Twist Respiratory Virus Panel and the Pan-Viral Research Panel, for the detection of disease in a research setting; precision DNA libraries for antibody engineering, affinity maturation, and humanization; and antibody optimization solution to enable simultaneous optimization of multiple characteristics of a given antibody. The company has a strategic collaboration with bitBiome Inc. The company was incorporated in 2013 and is headquartered in South San Francisco, California.

Recent TWST News & Updates

User avatar
Narrative Update • 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

Recent updates

No updates

Twist Bioscience Corporation Competitors

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