Stephens Begins Coverage of Twist Bioscience with an Overweight Rating
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 03 2025
0mins
Should l Buy TWST?
Analyst Coverage: Stephens analyst Steven Etoch has initiated coverage of Twist Bioscience with an Overweight rating and a price target of $41.
Technology Advantage: Twist utilizes a unique DNA synthesis platform based on proprietary silicon chip technology, which offers benefits in cost, speed, and scalability compared to traditional methods.
Market Position: Despite intense competition, Twist's cost leadership and previous investments are contributing to market share gains.
Profitability Outlook: The path to profitability is not fully de-risked, but the analyst believes there is increasing potential for growth driven by strategic execution and commercial momentum.
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Analyst Views on TWST
Wall Street analysts forecast TWST stock price to fall
5 Analyst Rating
5 Buy
0 Hold
0 Sell
Strong Buy
Current: 47.660
Low
39.00
Averages
41.25
High
43.00
Current: 47.660
Low
39.00
Averages
41.25
High
43.00
About TWST
Twist Bioscience Corporation is a synthetic biology and genomics company that has developed a deoxyribonucleic acid (DNA) synthesis platform to industrialize the engineering of biology. The Company's platform's core is a proprietary technology that specializes in manufacturing synthetic DNA by writing DNA on a silicon chip. It has applied its technology to manufacture a range of synthetic DNA-based products, including synthetic genes, tools for next generation sequencing (NGS) sample preparation, and antibody libraries for drug discovery and development, all designed to enable its customers to conduct research. Its gene products include multiplexed gene fragments, express genes, clonal genes and gene fragments. The Company also manufactures synthetic ribonucleic acid (RNA) as well as antibody proteins. The Company's synthetic DNA tools are used in fields, such as medicine, agriculture, industrial chemicals and defense. It has minority ownership in Atlas Data Storage, Inc.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- FDA Chaos Impacts Approvals: The biotech sector had a strong performance in 2025, with the XBI index outperforming NVIDIA, yet ongoing chaos at the FDA may lead to longer drug approval cycles, increasing investment risks and affecting industry confidence.
- Executive Warns of Industry Risks: Former FDA oncology head Richard Pasdur warned at the JP Morgan conference that the breach between political appointees and drug reviewers could lead to inconsistent approval standards, creating uncertainty for biotech companies.
- Gene Therapy Approval Delays: Regenxbio's expected approval for a Hunter syndrome drug on February 8 is now unlikely due to a tumor found in a patient during clinical trials, indicating stricter FDA oversight on gene therapies and prompting investor caution.
- Twist Bioscience Shows Recovery: Twist Bioscience reported $104 million in revenue for Q1, despite remaining unprofitable, but reduced cash burn indicates a sustainable growth trend, attracting investor interest amid the biotech downturn.
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- Stable Profitability Outlook: The company posted a loss of $0.50 per share, in line with Wall Street expectations, yet management remains focused on achieving profitability with gross margins above 50%, reflecting a healthy financial outlook.
- Raised Sales Guidance: Twist Bioscience increased its fiscal 2026 sales guidance from $425 million-$435 million to $435 million-$440 million, exceeding the consensus of $431.39 million, demonstrating confidence in future growth.
- Analyst Rating Upgrades: Barclays analyst raised the price target from $39 to $50, while Evercore ISI analyst increased the target from $42 to $52, reflecting optimistic market sentiment regarding Twist Bioscience's future performance.
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- Earnings Meet Expectations: Twist Bioscience reported a Q1 2026 loss of $0.50 per share, aligning with Wall Street forecasts, while sales reached $103.7 million, a 17% year-over-year increase that surpassed the consensus of $102.72 million, indicating strong market competitiveness and growth potential.
- Customer Base Expansion: The company shipped products to approximately 2,538 customers in Q1, up from about 2,376 a year ago, demonstrating ongoing progress in customer acquisition and market penetration.
- Gene Shipment Growth: Twist shipped approximately 271,000 genes this quarter, significantly up from 205,000 a year prior, with over 50,000 genes manufactured for data characterization, reflecting robust demand in the gene synthesis sector.
- Sales Guidance Raised: The company raised its fiscal 2026 sales guidance from $425 million-$435 million to $435 million-$440 million, with expected Q2 sales between $107 million-$108 million, showcasing confidence in future performance and optimistic market outlook.
See More
Twist Bioscience Reports Strong Q1 2026 Earnings with Revenue Growth
- Consistent Growth: Twist Bioscience reported Q1 2026 revenue of $103.7 million, a 17% year-over-year increase, marking the 12th consecutive quarter of revenue growth, demonstrating strong performance in the life sciences tools sector.
- Margin Improvement: The gross margin for Q1 reached 52.0%, up 4 percentage points from the previous year, reflecting the company's success in managing operating expenses, which totaled $86.9 million.
- Optimistic Outlook: The company expects total revenue for fiscal 2026 to be between $435 million and $440 million, with a growth rate of approximately 16%, and reiterated its goal of achieving adjusted EBITDA breakeven in Q4 2026.
- AI-Driven Growth: The company secured over $25 million in orders in the AI-enabled discovery market, projecting a potential addressable market of over $12 billion by 2030, indicating strong market potential and strategic direction.
See More
Twist Bioscience Raises FY 2026 Revenue Guidance
- Revenue Guidance Raised: Twist Bioscience has raised its FY 2026 total revenue guidance to between $435 million and $440 million, exceeding the analyst estimate of $430.84 million, indicating strong market performance.
- Significant Quarterly Growth: The company expects Q2 revenue to be approximately $107 million to $108 million, marking a year-over-year growth of about 16%, which not only surpasses the estimated $105.08 million but also reflects a growing customer base.
- EBITDA Breakeven Target: Twist anticipates achieving adjusted EBITDA breakeven in Q4 of FY 2026, which will further bolster investor confidence and improve financial health.
- Strong Q1 Performance: For Q1, total revenue reached $103.7 million, a 17% increase that exceeded the expected $100.33 million, with the customer count rising from 2,376 to 2,538, demonstrating robust product demand.
See More
Twist Bioscience Reports Improved Q1 Losses, Shares Rise
- Financial Performance: Twist Bioscience's Q1 report shows a reduced loss of $30.5 million, or $0.50 per share, compared to last year's loss of $31.6 million, or $0.53 per share, indicating an improvement in financial health.
- Revenue Growth: The company reported Q1 revenue of $103.7 million, up 16.8% from $88.7 million in the same period last year, reflecting strong market demand and sales performance.
- Stock Price Surge: Following the positive earnings report, Twist Bioscience shares rose approximately 7% in Nasdaq trading, currently priced at $44.23, up $3.28 from the previous close of $41.07, showcasing investor optimism about the company's outlook.
- Annual Volatility: Over the past year, Twist Bioscience's stock has fluctuated between $23.30 and $54.74, indicating a mix of high investor interest and uncertainty regarding its future growth potential.
See More
Biotech Sector Faces FDA Turmoil
- FDA Chaos Impacts Approvals: The biotech sector had a strong performance in 2025, with the XBI index outperforming NVIDIA, yet ongoing chaos at the FDA may lead to longer drug approval cycles, increasing investment risks and affecting industry confidence.
- Executive Warns of Industry Risks: Former FDA oncology head Richard Pasdur warned at the JP Morgan conference that the breach between political appointees and drug reviewers could lead to inconsistent approval standards, creating uncertainty for biotech companies.
- Gene Therapy Approval Delays: Regenxbio's expected approval for a Hunter syndrome drug on February 8 is now unlikely due to a tumor found in a patient during clinical trials, indicating stricter FDA oversight on gene therapies and prompting investor caution.
- Twist Bioscience Shows Recovery: Twist Bioscience reported $104 million in revenue for Q1, despite remaining unprofitable, but reduced cash burn indicates a sustainable growth trend, attracting investor interest amid the biotech downturn.
See More
Twist Bioscience Reports Strong Q1 Sales, Raises Guidance
- Strong Sales Performance: Twist Bioscience reported Q1 sales of $103.7 million, a 17% year-over-year increase, surpassing market expectations of $102.72 million, indicating robust market performance and growth potential.
- Stable Profitability Outlook: The company posted a loss of $0.50 per share, in line with Wall Street expectations, yet management remains focused on achieving profitability with gross margins above 50%, reflecting a healthy financial outlook.
- Raised Sales Guidance: Twist Bioscience increased its fiscal 2026 sales guidance from $425 million-$435 million to $435 million-$440 million, exceeding the consensus of $431.39 million, demonstrating confidence in future growth.
- Analyst Rating Upgrades: Barclays analyst raised the price target from $39 to $50, while Evercore ISI analyst increased the target from $42 to $52, reflecting optimistic market sentiment regarding Twist Bioscience's future performance.
See More
Twist Bioscience Reports Q1 2026 Results with Revenue Growth and Improved Margins
- Earnings Meet Expectations: Twist Bioscience reported a Q1 2026 loss of $0.50 per share, aligning with Wall Street forecasts, while sales reached $103.7 million, a 17% year-over-year increase that surpassed the consensus of $102.72 million, indicating strong market competitiveness and growth potential.
- Customer Base Expansion: The company shipped products to approximately 2,538 customers in Q1, up from about 2,376 a year ago, demonstrating ongoing progress in customer acquisition and market penetration.
- Gene Shipment Growth: Twist shipped approximately 271,000 genes this quarter, significantly up from 205,000 a year prior, with over 50,000 genes manufactured for data characterization, reflecting robust demand in the gene synthesis sector.
- Sales Guidance Raised: The company raised its fiscal 2026 sales guidance from $425 million-$435 million to $435 million-$440 million, with expected Q2 sales between $107 million-$108 million, showcasing confidence in future performance and optimistic market outlook.
See More
Twist Bioscience Reports Strong Q1 2026 Earnings with Revenue Growth
- Consistent Growth: Twist Bioscience reported Q1 2026 revenue of $103.7 million, a 17% year-over-year increase, marking the 12th consecutive quarter of revenue growth, demonstrating strong performance in the life sciences tools sector.
- Margin Improvement: The gross margin for Q1 reached 52.0%, up 4 percentage points from the previous year, reflecting the company's success in managing operating expenses, which totaled $86.9 million.
- Optimistic Outlook: The company expects total revenue for fiscal 2026 to be between $435 million and $440 million, with a growth rate of approximately 16%, and reiterated its goal of achieving adjusted EBITDA breakeven in Q4 2026.
- AI-Driven Growth: The company secured over $25 million in orders in the AI-enabled discovery market, projecting a potential addressable market of over $12 billion by 2030, indicating strong market potential and strategic direction.
See More
Twist Bioscience Raises FY 2026 Revenue Guidance
- Revenue Guidance Raised: Twist Bioscience has raised its FY 2026 total revenue guidance to between $435 million and $440 million, exceeding the analyst estimate of $430.84 million, indicating strong market performance.
- Significant Quarterly Growth: The company expects Q2 revenue to be approximately $107 million to $108 million, marking a year-over-year growth of about 16%, which not only surpasses the estimated $105.08 million but also reflects a growing customer base.
- EBITDA Breakeven Target: Twist anticipates achieving adjusted EBITDA breakeven in Q4 of FY 2026, which will further bolster investor confidence and improve financial health.
- Strong Q1 Performance: For Q1, total revenue reached $103.7 million, a 17% increase that exceeded the expected $100.33 million, with the customer count rising from 2,376 to 2,538, demonstrating robust product demand.
See More
Twist Bioscience Reports Improved Q1 Losses, Shares Rise
- Financial Performance: Twist Bioscience's Q1 report shows a reduced loss of $30.5 million, or $0.50 per share, compared to last year's loss of $31.6 million, or $0.53 per share, indicating an improvement in financial health.
- Revenue Growth: The company reported Q1 revenue of $103.7 million, up 16.8% from $88.7 million in the same period last year, reflecting strong market demand and sales performance.
- Stock Price Surge: Following the positive earnings report, Twist Bioscience shares rose approximately 7% in Nasdaq trading, currently priced at $44.23, up $3.28 from the previous close of $41.07, showcasing investor optimism about the company's outlook.
- Annual Volatility: Over the past year, Twist Bioscience's stock has fluctuated between $23.30 and $54.74, indicating a mix of high investor interest and uncertainty regarding its future growth potential.
See More
