Twist Bioscience CEO sells shares amid strong revenue outlook
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 10 2024
0mins
Source: Yahoo Finance
Twist Bioscience Corp's stock fell 6.13% as it crossed below the 5-day SMA, reflecting broader market weakness with the Nasdaq-100 down 3.29% and S&P 500 down 1.64%.
The decline follows news that CEO Emily Leproust sold 16,470 shares for approximately $1.12 million, indicating ongoing executive confidence despite the stock's drop. The company has raised its revenue outlook for fiscal 2026 to between $442 million and $447 million, reflecting a growth rate of 17% to 19%, driven by strong demand for its DNA synthesis services.
This insider transaction may influence investor perceptions, but the overall market conditions have overshadowed the positive outlook, leading to a significant stock decline.
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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: 82.870
Low
39.00
Averages
41.25
High
43.00
Current: 82.870
Low
39.00
Averages
41.25
High
43.00
About TWST
Twist Bioscience Corporation provides customizable solutions across the biological continuum that enable scientific discovery and development across therapeutics, diagnostics, and other high-growth markets. The Company's proprietary silicon-based platform delivers precision, scale, and speed, supporting consistent, high-quality performance across a range of applications. The Company’s platform is a differentiated method of manufacturing synthetic deoxyribonucleic acid (DNA) by writing DNA on a silicon chip. By integrating proprietary hardware, software, and scalable infrastructure, including its e-commerce platform. The Company has extended this platform beyond DNA synthesis to offer an integrated portfolio that includes synthetic genes, next-generation sequencing, applications, sample preparation tools, antibody libraries, and biologic discovery services. Leveraging the same platform, it also manufactures synthetic ribonucleic acid (RNA) and expresses antibody proteins.
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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- Strong Financial Performance: In Q1 2026, Eli Lilly reported a 56% revenue increase to $19.8 billion and a 168% surge in net income to $7.4 billion, demonstrating the company's ability to achieve high growth efficiency despite its large scale, further solidifying its market position.
- Growth Potential for Twist: Twist Bioscience's revenue rose 19% to $110.7 million in Q2 of fiscal 2026, marking 13 consecutive quarters of growth; however, its net loss widened to $44 million, yet the partnership with Amazon provides significant momentum for future drug development.
- Market Outlook Analysis: Both companies showcase distinct approaches in AI-driven drug development, with Eli Lilly focusing on innovation in established drugs while Twist seeks higher-risk returns in synthetic DNA, reflecting the broad potential of AI in the pharmaceutical industry.
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- Strong Financial Performance: In Q1 2026, Eli Lilly reported a 56% revenue increase to $19.8 billion and a 168% surge in net income to $7.4 billion, indicating improved operational efficiency and promising future growth potential despite its large scale.
- Market Dynamics for Twist Bioscience: Twist Bioscience's revenue rose 19% to $110.7 million in Q2 2026, marking 13 consecutive quarters of growth, although net losses widened to $44 million, highlighting challenges faced during expansion.
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- Partnership with Amazon: Twist's collaboration with Amazon positions it as a key lab in the Amazon Bio Discovery platform, leveraging AI to design drugs and develop them with real-world partners, highlighting the company's critical role in AI-driven drug development despite facing higher uncertainty.
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See More
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- AI Innovation at Eli Lilly: Eli Lilly is collaborating with OpenAI to accelerate drug discovery and has established an AI co-innovation lab with Nvidia, aiming to identify promising molecules faster than traditional methods, which is expected to enhance its competitive edge in drug development.
- Strong Financial Performance: In Q1 2026, Eli Lilly reported a 56% revenue increase to $19.8 billion and a 168% surge in net income to $7.4 billion, demonstrating the company's ability to achieve high growth efficiency despite its large scale, further solidifying its market position.
- Growth Potential for Twist: Twist Bioscience's revenue rose 19% to $110.7 million in Q2 of fiscal 2026, marking 13 consecutive quarters of growth; however, its net loss widened to $44 million, yet the partnership with Amazon provides significant momentum for future drug development.
- Market Outlook Analysis: Both companies showcase distinct approaches in AI-driven drug development, with Eli Lilly focusing on innovation in established drugs while Twist seeks higher-risk returns in synthetic DNA, reflecting the broad potential of AI in the pharmaceutical industry.
See More
Eli Lilly and Twist Bioscience: AI in Drug Development
- AI Innovation at Eli Lilly: Eli Lilly collaborates with OpenAI for drug discovery and establishes an AI co-innovation lab with Nvidia, aiming to accelerate drug development and enhance its position in the competitive pharmaceutical market.
- Strong Financial Performance: In Q1 2026, Eli Lilly reported a 56% revenue increase to $19.8 billion and a 168% surge in net income to $7.4 billion, indicating improved operational efficiency and promising future growth potential despite its large scale.
- Market Dynamics for Twist Bioscience: Twist Bioscience's revenue rose 19% to $110.7 million in Q2 2026, marking 13 consecutive quarters of growth, although net losses widened to $44 million, highlighting challenges faced during expansion.
- Partnership with Amazon: Twist Bioscience has become a key lab in Amazon's Bio Discovery platform, leveraging AI to design drugs and collaborate with real-world partners, which is expected to create new business growth opportunities and enhance its market competitiveness.
See More
Eli Lilly and Twist Bioscience's AI Drug Development Strategies
- AI Innovation at Eli Lilly: Eli Lilly collaborates with OpenAI for drug discovery and establishes an AI co-innovation lab with Nvidia to accelerate the identification of promising drug molecules, resulting in a 56% revenue increase to $19.8 billion and a 168% rise in net income to $7.4 billion in Q1 2026, indicating significant efficiency improvements.
- New Drug Potential: Lilly's newly approved weight-loss pill, Foundayo, which can be taken at any time, replaces injections and is expected to attract a broader patient base, further expanding market share and enhancing the company's position in the rapidly growing weight-loss drug market.
- Twist's Growth Risks: Twist Bioscience's stock has risen over 136% in the past year, despite a 26% decline over the past five years, with Q2 2026 revenue up 19% to $110.7 million, marking 13 consecutive quarters of revenue growth, although net loss widened to $44 million primarily due to a $7.2 million settlement.
- Partnership with Amazon: Twist's collaboration with Amazon positions it as a key lab in the Amazon Bio Discovery platform, leveraging AI to design drugs and develop them with real-world partners, highlighting the company's critical role in AI-driven drug development despite facing higher uncertainty.
See More
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- Morgan Stanley Bullish on Onto Innovation: Morgan Stanley initiates Onto Innovation with an overweight rating, citing potential upside to consensus estimates driven by its process control capabilities in both front-end and back-end operations, suggesting a favorable re-rating ahead.
- Needham Initiates Ceva as Buy: Needham launches coverage of Ceva with a Buy rating and a price target of $55, indicating a 70x P/E based on CY27 EPS estimates, as the company is positioned to benefit from AI advancements in the semiconductor sector.
- UBS Initiates Jade Biosciences as Buy: UBS rates Jade Biosciences as a Buy, highlighting its best-in-class potential, with expectations that the FDA's acceptance of shorter eGFR kidney function data will expedite enrollment in pivotal studies.
- Morgan Stanley Upgrades Ferrari: Morgan Stanley upgrades Ferrari to overweight from equal weight, raising the price target to $438, arguing that the current de-rating overstates brand risk and that the company’s wealth creation and product pipeline support a positive re-rating.
See More
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- IPO Performance: SpaceX's Nasdaq debut raised $75 billion from the sale of 555.6 million shares, marking the largest public market debut in history, which indicates strong market confidence in its future growth prospects.
- ARK Investment Strategy: On the IPO day, ARK Invest acquired 3.29 million shares of SpaceX across four ETFs, with ARKX holding 6.89% of its assets in SpaceX, highlighting the firm's strong commitment to this investment.
- Positive Market Reaction: SpaceX's stock rose over 3% in after-hours trading, while retail sentiment on Stocktwits remained in the 'extremely bullish' zone, reflecting optimistic expectations from investors regarding its future performance.
- Asset Allocation Adjustment: Alongside increasing its SpaceX holdings, ARK also trimmed its position in Rocket Lab, indicating a strategic shift in its aerospace investments aimed at optimizing its portfolio and focusing resources on more promising companies.
See More
Twist Bioscience Director Sells 12,000 Shares for $673K
- Transaction Overview: Jan Johannessen, a director at Twist Bioscience, sold 12,000 shares of common stock for approximately $673,440, indicating confidence in liquidity while still holding 17,754 shares valued at around $993,336 post-transaction.
- Equity Change Analysis: The sale of 12,000 shares is significantly larger than the 7,044 shares sold in November 2025, reflecting a larger option exercise and suggesting continued confidence in the company's future prospects.
- Market Context: The transaction was executed at a weighted average price of $56.12 per share, with the stock closing at $55.95 on the transaction date, and shares have appreciated by 58.97% over the past year, indicating strong market confidence in Twist Bioscience.
- Investor Outlook: Despite missing earnings estimates in Q2 FY 2026 and reporting negative net income, Twist's growth potential in synthetic biology continues to attract long-term investors, especially given the ongoing strong demand in the biotech sector.
See More
