Twist Bioscience (TWST) Is Up 6.3% After Higher Sales and Narrowed Losses in Q4 2025 Results – Has the Bull Case Changed?

• Twist Bioscience Corporation recently announced its earnings for the fourth quarter and full year ended September 30, 2025, reporting quarterly sales of US$99.01 million and an annual sales total of US$376.57 million, both higher than the previous year, along with narrowed net losses for both periods.
• In addition to increasing revenue, the company significantly reduced its full-year net loss and loss per share compared to the prior year, reflecting improved operational performance.
• We'll explore how Twist Bioscience's stronger revenue growth and decreased losses may reshape its outlook within the current investment narrative.

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Twist Bioscience Investment Narrative Recap

For investors to remain committed to Twist Bioscience, it comes down to believing the company’s innovative synthetic DNA solutions can expand revenue fast enough to eventually reach profitability, even as it currently operates at a loss. The recent earnings beat, higher sales and sharply reduced losses, improves confidence in ongoing margin progress, but does not fully offset near-term concerns around potential future dilution and persistent negative operating margins, which remain the central risk to the business today. This news marks progress, yet does not entirely shift the biggest short-term catalysts or headwinds.

Twist Bioscience’s August launch of the Oncology DNA Comprehensive Genomic Profiling (CGP) Panel stands out, as it directly supports clinical research in high-demand areas and aligns with the strong sales growth noted in the recent results. New product offerings like this contribute to revenue momentum, tying into the catalyst of expanding the company’s addressable market and helping anchor future earnings potential in the highly competitive sequencing space.

In contrast, investors should be aware that despite narrowing losses, the risk of a future capital raise due to ongoing negative operating margins has not disappeared...

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

Twist Bioscience's narrative projects $575.2 million in revenue and $92.4 million in earnings by 2028. This requires 16.7% yearly revenue growth and a $177.6 million increase in earnings from current earnings of -$85.2 million.

Uncover how Twist Bioscience's forecasts yield a $35.57 fair value, a 25% upside to its current price.

Exploring Other Perspectives

Simply Wall St Community members provided three fair value estimates for Twist Bioscience ranging from US$35.47 to US$50 per share, reflecting highly varied outlooks. While these opinions highlight investor debate, the risk of dilution from ongoing losses could be weighing heavily on near-term confidence in the company’s path forward.

Explore 3 other fair value estimates on Twist Bioscience - why the stock might be worth as much as 75% more than the current price!

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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