Twist Bioscience (TWST) Hisse Özeti
Twist Bioscience Corporation sentetik DNA tabanlı ürünler üretmekte ve satmaktadır. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 2/6 |
| Gelecekteki Büyüme | 1/6 |
| Geçmiş Performans | 0/6 |
| Finansal Sağlık | 4/6 |
| Temettüler | 0/6 |
Ödüller
Risk Analizi
TWST Community Fair Values
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Analyst Price Targets
Twist Bioscience Corporation Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$92.53 |
| 52 Haftanın En Yüksek Seviyesi | US$105.47 |
| 52 Haftanın En Düşük Seviyesi | US$23.30 |
| Beta | 2.11 |
| 1 Aylık Değişim | 21.48% |
| 3 Aylık Değişim | 60.59% |
| 1 Yıllık Değişim | 154.41% |
| 3 Yıllık Değişim | 268.94% |
| 5 Yıllık Değişim | -23.72% |
| Halka arzdan bu yana değişim | 560.93% |
Son Haberler & Güncellemeler
Seeking Alpha • Jul 08
Twist Bioscience: An AI And Rate Cut Play Dressed In A Lab Coat
Summary Twist Bioscience leverages a semiconductor-based platform for DNA synthesis, driving scalable, AI-enabled drug discovery and robust sequential revenue growth. TWST's DNA Synthesis & Protein Solutions segment remains the growth engine, with 28% YoY growth and expanding margins; gross margin now exceeds 50%. Balance sheet strength is notable, with $172M net cash and no debt, supporting a credible path to Q4 adjusted EBITDA breakeven if execution holds. Read the full article on Seeking Alpha
Anlatı Güncellemesi • Jul 02
TWST: AI Drug Discovery Exposure And Tools Recovery Will Shape Multi Year Outlook
The analyst fair value estimate for Twist Bioscience has been revised from $58.00 to $95.00. This change reflects updated sector views and recent price target increases across the Street.Recent updates
Seeking Alpha • Jul 08
Twist Bioscience: An AI And Rate Cut Play Dressed In A Lab Coat
Summary Twist Bioscience leverages a semiconductor-based platform for DNA synthesis, driving scalable, AI-enabled drug discovery and robust sequential revenue growth. TWST's DNA Synthesis & Protein Solutions segment remains the growth engine, with 28% YoY growth and expanding margins; gross margin now exceeds 50%. Balance sheet strength is notable, with $172M net cash and no debt, supporting a credible path to Q4 adjusted EBITDA breakeven if execution holds. Read the full article on Seeking AlphaAnlatı Güncellemesi • Jul 02
TWST: AI Drug Discovery Exposure And Tools Recovery Will Shape Multi Year Outlook
The analyst fair value estimate for Twist Bioscience has been revised from $58.00 to $95.00. This change reflects updated sector views and recent price target increases across the Street.Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...
Yeni Anlatı • 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 AlphaSeeking 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 AlphaHissedar Getirileri
| TWST | US Biotechs | US Pazar | |
|---|---|---|---|
| 7D | 1.6% | -5.1% | 0.2% |
| 1Y | 154.4% | 34.4% | 19.6% |
Getiri vs. Endüstri: TWST geçen yıl % 34.4 oranında getiri sağlayan US Biotechs sektörünü aştı.
Getiri vs Piyasa: TWST geçen yıl % 19.6 oranında getiri sağlayan US Piyasasını aştı.
Fiyat Oynaklığı
| TWST volatility | |
|---|---|
| TWST Average Weekly Movement | 9.5% |
| Biotechs Industry Average Movement | 10.3% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.2% |
İstikrarlı Hisse Senedi Fiyatı: TWST son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: TWST 'nin haftalık oynaklığı ( 10% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 2013 | 979 | Emily Leproust | www.twistbioscience.com |
Twist Bioscience Corporation sentetik DNA bazlı ürünler üretmekte ve satmaktadır. Şirket, terapötikler, teşhis, kimyasallar/malzemeler, gıda/tarım, veri depolama ve biyoteknoloji, ilaç, endüstriyel kimya ve tarım şirketlerinin yanı sıra akademik laboratuvarlar tarafından akademik araştırmalarda çeşitli uygulamalar için ürün geliştirmede kullanılan sentetik genler ve gen parçaları; hedefli NGS, CRISPR gen düzenleme, mutajenez deneyleri, DNA origami, DNA hesaplama, DNA'da veri depolama ve diğer uygulamalarda kullanılan Oligo havuzları; ve ilaç keşfi ve geliştirme arayışına odaklanan müşteriler için immünoglobulin G proteinleri sunmaktadır. Ayrıca, kütüphane hazırlama kitleri, insan ekzom kitleri ve sabit ve özel panellerden oluşan NGS araçlarının yanı sıra çeşitli endikasyonlar, popülasyon genetiği araştırması ve biyobelirteç keşfi, çeviri araştırması, mikrobiyoloji ve uygulamalı pazar araştırması için tanı testlerinde kullanılan ittifak panelleri; kanser ve nadir ve kalıtsal hastalık çalışması için metilasyon tespit kitlerinin yanı sıra hızlı hibridizasyon ve tam RNA dizileme iş akışı çözümü sağlar.
Twist Bioscience Corporation Temel Bilgiler Özeti
| TWST temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$5.63b |
| Kazançlar(TTM) | -US$81.28m |
| Gelir(TTM) | US$409.48m |
14.1x
P/S Oranı-70.9x
F/K OranıTWST aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| TWST gelir tablosu (TTM) | |
|---|---|
| Gelir | US$409.48m |
| Gelir Maliyeti | US$196.25m |
| Brüt Kâr | US$213.23m |
| Diğer Giderler | US$294.50m |
| Kazançlar | -US$81.28m |
Son Raporlanan Kazançlar
Mar 31, 2026
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | -1.31 |
| Brüt Marj | 52.07% |
| Net Kâr Marjı | -19.85% |
| Borç/Özkaynak Oranı | 3.3% |
TWST uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/07/14 08:36 |
| Gün Sonu Hisse Fiyatı | 2026/07/14 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/09/30 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Twist Bioscience Corporation 15 Bu analistlerden 10, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Catherine Ramsey Schulte | Baird |
| Luke Sergott | Barclays |
| Gaurav Goparaju | Berenberg |