US · Healthcare · Biotechnology
EPS came in at -0.56 against a street estimate of -0.50 — a miss of 12.0%.
Analysts rate Twist Bioscience Corp a buy (9 buy, 2 hold, 1 sell out of 12) with an average price target of $108.60.
CONFIDENT Twist delivered Q3 revenue of $118.4M (+23% YoY), 14th consecutive quarter of growth. Raised FY26 guidance to $456–457M. AI-enabled drug discovery posting triple-digit order growth; expects repetition in FY27. On track for adjusted EBITDA breakeven in Q4. Q3 FY26 Americas driving growth; EMEA softer. Americas therapeutic strength reflects concentrated AI-enabled drug discovery customer base. Analysts pressed on relative growth rates (DSPS vs. units), AI order sustainability, and EBITDA bridge timing. Management emphasized that antibody-focused AI orders shift revenue mix toward shorter sequences; MSAs and multi-modality expansion increase customer stickiness; and operational discipline delivers profitability without growth sacrifice. 2026-08-03…
Full summary in the app.
| Fund | Stake |
|---|---|
| ARK Investment Management LLC | 9.63% |
| BlackRock Inc | 8.44% |
| Artisan Partners Limited Partnership | 7.29% |
| State Street Corp | 5.58% |
| Vanguard Portfolio Management, LLC | 4.02% |
| Vanguard Capital Management, LLC | 4.01% |
| EdgePoint Investment | 3.83% |
| William Blair Investment Management, LLC | 3.30% |
| Document | Date |
|---|---|
| Company announcement · Q4 FY2026 TWIST BIOSCIENCE CORPORATION - DOCUMENT SUMMARY HEADLINE NUMBERS • Company: Twist Bioscience Corporation • Stock Ticker: TWST (Nasdaq Global Select | 2026-08-19 |
| Reg FD disclosure · Q4 FY2026 TWIST BIOSCIENCE CORPORATION - DOCUMENT SUMMARY HEADLINE NUMBERS • Company: Twist Bioscience Corporation (Ticker: TWST, Nasdaq) • Incorporation: Del | 2026-08-19 |
| Material agreement · Q4 FY2026 TWIST BIOSCIENCE CORPORATION – FORM 8-K SUMMARY HEADLINE NUMBERS • Company completed a public offering of 3,593,750 common shares (3,125,000 base sh | 2026-08-05 |
| Quarterly report · Q3 FY2026 TWIST BIOSCIENCE CORPORATION - Q3 2026 10-Q SUMMARY HEADLINE NUMBERS • Revenue Q3 2026: $118.4 million (up 23% vs Q3 2025: $96.1 million) • Revenue | 2026-08-03 |
| Results announced · Q4 FY2026 TWIST BIOSCIENCE CORPORATION – Q3 FY2026 FINANCIAL SUMMARY HEADLINE NUMBERS • Q3 FY2026 Revenue: $118.4 million, up 23% year-over-year from $96.1 mi | 2026-08-03 |
| Quarterly report · Q2 FY2026 TWIST BIOSCIENCE CORPORATION - Q2 FY2026 SUMMARY HEADLINE NUMBERS • Q2 FY2026 Revenue: $110.7 million (vs. $92.8 million in Q2 FY2025; +19% YoY) • S | 2026-05-04 |
| Quarterly report · Q1 FY2026 TWIST BIOSCIENCE CORPORATION - Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Revenue: $103.7 million for Q1 2026 (ended December 31, 2025), up 16.9% from | 2026-02-02 |
| Proxy statement · Q2 FY2026 TWIST BIOSCIENCE CORPORATION – PROXY SUMMARY FOR RETAIL INVESTORS --- CEO COMPENSATION • Emily M. Leproust, Ph.D. (CEO) total compensation: Documen | 2026-01-06 |
Readable in the app.
| Announcement | Date |
|---|---|
| Selected as independent evaluator for AI-designed protein production and testing Twist Bioscience announced that Anthropic, an AI research company, selected it as an independent evaluator for a major protein design project. Anthropic used advanced AI models (Claude Opus | 2026-08-19 |
| Acquires 6% stake in Invenra, licenses technology for shares and cash Twist Bioscience announced it will issue 632,328 shares of common stock and pay $5 million in cash to acquire a license agreement and technology from Invenra Inc. Specifically, Twist will is | 2026-02-17 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Twist Bioscience Corp — free to start.
Google PlayApp StoreData updated 2026-09-18.