Twist Bioscience Corporation

NasdaqGS:TWST Stock Report

Market Cap: US$5.5b

Twist Bioscience Management

Management criteria checks 2/4

Twist Bioscience's CEO is Emily Leproust, appointed in Apr 2013, has a tenure of 13.17 years. total yearly compensation is $13.78M, comprised of 5.2% salary and 94.8% bonuses, including company stock and options. directly owns 0.73% of the company’s shares, worth $39.86M. The average tenure of the management team and the board of directors is 3.1 years and 8.6 years respectively.

Key information

Emily Leproust

Chief executive officer

US$13.8m

Total compensation

CEO salary percentage5.22%
CEO tenure13.2yrs
CEO ownership0.7%
Management average tenure3.1yrs
Board average tenure8.6yrs

Recent management updates

Recent updates

Analysis Article 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...
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
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
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Analysis Article 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...
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Analysis Article 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...
Narrative Update 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.
Narrative Update 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.
Analysis Article 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...
Analysis Article 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...
Analysis Article 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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New Narrative 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
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

CEO Compensation Analysis

How has Emily Leproust's remuneration changed compared to Twist Bioscience's earnings?
DateTotal CompensationSalaryCompany Earnings
Mar 31 2026n/an/a

-US$81m

Dec 31 2025n/an/a

-US$77m

Sep 30 2025US$14mUS$720k

-US$78m

Jun 30 2025n/an/a

-US$85m

Mar 31 2025n/an/a

-US$191m

Dec 31 2024n/an/a

-US$197m

Sep 30 2024US$8mUS$685k

-US$209m

Jun 30 2024n/an/a

-US$220m

Mar 31 2024n/an/a

-US$192m

Dec 31 2023n/an/a

-US$206m

Sep 30 2023US$8mUS$685k

-US$205m

Jun 30 2023n/an/a

-US$209m

Mar 31 2023n/an/a

-US$213m

Dec 31 2022n/an/a

-US$214m

Sep 30 2022US$6mUS$665k

-US$218m

Jun 30 2022n/an/a

-US$208m

Mar 31 2022n/an/a

-US$188m

Dec 31 2021n/an/a

-US$165m

Sep 30 2021US$1mUS$590k

-US$152m

Jun 30 2021n/an/a

-US$135m

Mar 31 2021n/an/a

-US$123m

Dec 31 2020n/an/a

-US$117m

Sep 30 2020US$7mUS$519k

-US$140m

Jun 30 2020n/an/a

-US$147m

Mar 31 2020n/an/a

-US$147m

Dec 31 2019n/an/a

-US$141m

Sep 30 2019US$8mUS$477k

-US$108m

Compensation vs Market: Emily's total compensation ($USD13.78M) is above average for companies of similar size in the US market ($USD8.38M).

Compensation vs Earnings: Emily's compensation has increased whilst the company is unprofitable.


CEO

Emily Leproust (53 yo)

13.2yrs
Tenure
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...


Leadership Team

NamePositionTenureCompensationOwnership
Emily Leproust
Co-Founder13.2yrsUS$13.78m0.73%
$ 39.9m
Patrick Finn
President & COO3.7yrsUS$8.02m0.44%
$ 24.1m
Adam Laponis
Chief Financial Officer2.4yrsUS$4.22m0.031%
$ 1.7m
Dennis Cho
Chief Legal Officer & Corporate Secretary4.8yrsUS$3.62m0.078%
$ 4.3m
Paula Green
Senior Vice President of Human Resources10.3yrsUS$3.35m0.063%
$ 3.4m
Robert Werner
VP & Chief Accounting Officer3.1yrsno data0.018%
$ 973.8k
Siyuan Chen
Chief Technology Officer5.3yrsno datano data
Michael Fero
Chief Information Officer1.7yrsno datano data
Colby Souders
Chief Scientific Officerno datano datano data
Nicole Moreno
Senior Vice President of Sales & Support1.6yrsno datano data
Jimmy Jin
Senior Vice President of Product & Marketingless than a yearno datano data
Angela Bitting
Chief Corporate Responsibility Officer & Senior VP of Corporate Affairs1.3yrsno datano data
3.1yrs
Average Tenure
53.5yo
Average Age

Experienced Management: TWST's management team is considered experienced (3.1 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Emily Leproust
Co-Founder13.2yrsUS$13.78m0.73%
$ 39.9m
Keith Crandell
Independent Director12.7yrsUS$299.97k0.17%
$ 9.1m
Robert Chess
Lead Independent Director11.9yrsUS$337.47k0.10%
$ 5.6m
Nelson Chan
Independent Director7.1yrsUS$312.47k0.045%
$ 2.5m
Robert Ragusa
Independent Director9.6yrsUS$304.97k0.038%
$ 2.1m
Jan Johannessen
Independent Director7.7yrsUS$313.72k0.020%
$ 1.1m
Katryn Blake
Independent Directorless than a yearUS$404.00k0.031%
$ 1.7m
Melissa Starovasnik
Independent Director4.8yrsUS$304.97k0.028%
$ 1.5m
8.6yrs
Average Tenure
65.5yo
Average Age

Experienced Board: TWST's board of directors are considered experienced (8.6 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/06/21 03:10
End of Day Share Price 2026/06/18 00:00
Earnings2026/03/31
Annual Earnings2025/09/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Twist Bioscience Corporation is covered by 15 analysts. 10 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Catherine Ramsey SchulteBaird
Luke SergottBarclays
Gaurav GoparajuBerenberg