Could Shifting Cash Dynamics Redefine Twist Bioscience’s Long-Term Strategy? (TWST)

• Earlier in October 2025, Conestoga Capital Advisors highlighted that Twist Bioscience Corporation faced softer demand for synthetic DNA products in biotech and academic research markets, impacting quarterly results.
• An important takeaway was increased investor concerns over profitability and cash burn, amplified by valuation pressure affecting the broader synthetic biology sector.
• We'll examine how heightened cash burn and funding caution in key markets could shift Twist Bioscience's broader investment narrative going forward.

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Twist Bioscience Investment Narrative Recap

If you're a potential shareholder in Twist Bioscience, you need conviction in the company's ability to expand its customer base and benefit from increased adoption of synthetic DNA and next-generation sequencing products. However, Conestoga Capital Advisors' latest commentary underscores that softer end-market demand and elevated cash burn remain the most important risk, while the timeline for reaching profitability stands out as the current short-term catalyst; the direct impact of this news on these factors appears substantial and warrants attention. Recently, Twist announced a collaboration with Element Biosciences to launch the Trinity Freestyle Fast Hybridization workflow for AVITI sequencers, significantly reducing workflow times for researchers. This development directly addresses near-term demand pressures and operational efficiencies, reflecting Twist's ongoing push to capture new segments and support top-line growth even while margins and cash use are under scrutiny. On the other hand, it’s important to be aware that, despite product innovations, high cash burn and unprofitable operations mean that Twist Bioscience investors should...

Read the full narrative on Twist Bioscience (it's free!)

Twist Bioscience's outlook anticipates $575.2 million in revenue and $92.4 million in earnings by 2028. This implies a 16.7% annual revenue growth rate and a $177.6 million increase in earnings from the current $-85.2 million.

Uncover how Twist Bioscience's forecasts yield a $39.43 fair value, a 27% upside to its current price.

Exploring Other Perspectives

Fair value estimates from three Simply Wall St Community members for Twist Bioscience range from US$35.47 to US$50 per share. While many see revenue growth as a driver of upside, remember that persistent losses and uncertainty about achieving breakeven could have broad implications for the company’s outlook; explore several viewpoints to form your view.

Explore 3 other fair value estimates on Twist Bioscience - why the stock might be worth just $35.47!

Build Your Own Twist Bioscience Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Twist Bioscience research is our analysis highlighting 2 key rewards and 2 important warning signs that could impact your investment decision.
• Our free Twist Bioscience research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Twist Bioscience's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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