Twist Bioscience Corporation

NasdaqGS:TWST Stok Raporu

Piyasa değeri: US$3.7b

Twist Bioscience Geçmiş Kazanç Performansı

Geçmiş kriter kontrolleri 0/6

Twist Bioscience yıllık ortalama 6.7% oranında kazançlarını artırırken, Biotechs sektöründe kazançlar growing at 30.5% annual. Gelirler yılda ortalama 23.3% oranında büyüyor .

Anahtar bilgiler

6.71%

Kazanç büyüme oranı

10.93%

EPS büyüme oranı

Biotechs Sektör Büyümesi17.04%
Gelir büyüme oranı23.31%
Özkaynak getirisi-17.86%
Net Marj-19.85%
Son Kazanç Güncellemesi31 Mar 2026

Yakın geçmiş performans güncellemeleri

Recent updates

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
Analiz 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.
Analiz 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.
Analiz 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.
Analiz 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.
Analiz 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.
Analiz 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.
Analiz 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.
Analiz 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...
Analiz 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.
Analiz 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.
Analiz 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.
Analiz 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.
Analiz 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.
Analiz 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...
Analiz 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.
Analiz 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...
Analiz Makalesi Jun 01

Investors Don't See Light At End Of Twist Bioscience Corporation's (NASDAQ:TWST) Tunnel And Push Stock Down 25%

Twist Bioscience Corporation ( NASDAQ:TWST ) shareholders that were waiting for something to happen have been dealt a...
Analiz Makalesi Apr 25

We're Interested To See How Twist Bioscience (NASDAQ:TWST) Uses Its Cash Hoard To Grow

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, biotech and mining...
User avatar
Yeni Analiz 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.
Analiz Makalesi Mar 02

Why Investors Shouldn't Be Surprised By Twist Bioscience Corporation's (NASDAQ:TWST) 26% Share Price Plunge

Twist Bioscience Corporation ( NASDAQ:TWST ) shareholders that were waiting for something to happen have been dealt a...
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
Analiz Makalesi Dec 26

Twist Bioscience (NASDAQ:TWST) Is In A Strong Position To Grow Its Business

We can readily understand why investors are attracted to unprofitable companies. For example, although...
Analiz Makalesi Nov 30

Twist Bioscience Corporation's (NASDAQ:TWST) Shareholders Might Be Looking For Exit

With a median price-to-sales (or "P/S") ratio of close to 10.3x in the Biotechs industry in the United States, you...
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
Seeking Alpha Nov 08

Twist Bioscience's Earnings Preview: Partnerships And Valuation Make It A 'Buy'

Summary Since I last covered it, Twist Bioscience has made significant strides. They have secured new partnerships, launched innovative products, and secured strategic financial agreements. TWST's valuation multiples now appear more reasonable, making it a compelling buy for new investors, with a long cash runway and potential self-sustainability by 2025-2026. The company has improved its gross margins and reduced EBIT margins, signaling rapid margin improvement and benefiting from economies of scale. TWST's pipeline in DNA data storage and next-generation sequencing tools position TWST for future growth in biotech applications. Despite inherent biotech and earnings report risks, TWST's consistent revenue growth, margin improvement, and value accumulation justify upgrading the stock to a "Buy". Read the full article on Seeking Alpha
Analiz Makalesi Sep 25

Twist Bioscience (NASDAQ:TWST) Is In A Strong Position To Grow Its Business

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, Twist Bioscience...
Analiz Makalesi Aug 20

Investors Aren't Buying Twist Bioscience Corporation's (NASDAQ:TWST) Revenues

With a price-to-sales (or "P/S") ratio of 8.8x Twist Bioscience Corporation ( NASDAQ:TWST ) may be sending bullish...

Gelir ve Gider Dağılımı

Twist Bioscience nasıl para kazanır ve harcar. LTM bazında en son bildirilen kazançlara dayanmaktadır.


Kazanç ve Gelir Geçmişi

NasdaqGS:TWST Gelir, gider ve kazançlar (USD Millions )
TarihGelirKazançlarG+A GiderleriAr-Ge Giderleri
31 Mar 26409-8127372
31 Dec 25392-7726176
30 Sep 25377-7824780
30 Jun 25362-8523684
31 Mar 25348-19123089
31 Dec 24330-19722289
30 Sep 24313-20921891
30 Jun 24295-22021393
31 Mar 24277-19220296
31 Dec 23262-20620099
30 Sep 23245-205190107
30 Jun 23235-209197113
31 Mar 23228-213204125
31 Dec 22216-214204129
30 Sep 22204-218213120
30 Jun 22184-208197110
31 Mar 22163-18817893
31 Dec 21146-16515878
30 Sep 21132-15213669
30 Jun 21127-13512561
31 Mar 21113-12311352
31 Dec 20101-11710647
30 Sep 2090-14010343
30 Jun 2073-14710142
31 Mar 2066-1479940
31 Dec 1960-1419139
30 Sep 1954-1088036
30 Jun 1947-966931
31 Mar 1940-865928
31 Dec 1833-774923
30 Sep 1825-714320
30 Jun 1820-683919
30 Sep 1711-592619
30 Sep 162-441818

Kaliteli Kazançlar: TWST şu anda kârlı değil.

Büyüyen Kar Marjı: TWST şu anda kârlı değil.


Serbest Nakit Akışı ve Kazanç Analizi


Geçmiş Kazanç Büyüme Analizi

Kazanç Eğilimi: TWST kârlı değildir, ancak son 5 yılda zararlarını yılda 6.7% oranında azaltmıştır.

Büyüme Hızlandırma: TWST 'un son bir yıldaki kazanç büyümesinin 5 yıllık ortalamasıyla karşılaştırılması mümkün değil çünkü şu anda kârlı değil

Kazançlar vs. Sektör: TWST kârlı olmadığından, geçmiş yıl kazanç büyümesinin Biotechs sektörüyle ( 43% ) karşılaştırılması zorlaşıyor.


Özkaynak Getirisi

Yüksek ROE: TWST hissesi şu anda kârlı olmadığından negatif Özsermaye Getirisi'ne ( -17.86% ) sahiptir.


Varlık Getirisi


Kullanılan Sermaye Getirisi


Geçmişte güçlü performans gösteren şirketleri keşfedin

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/07 10:34
Gün Sonu Hisse Fiyatı2026/05/07 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/09/30

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.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* 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 kullanacağınızı anlatan 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 14 Bu analistlerden 9, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Catherine Ramsey SchulteBaird
Luke SergottBarclays
Gaurav GoparajuBerenberg