TWIST BIOSCIENCE CORP: TD COWEN INCREASES TARGET PRICE FROM $58 TO $68
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2 days ago
0mins
Should l Buy TWST?
Source: moomoo
- Company Update: TWiST BioScience Corp has raised its target price significantly.
- New Target Price: The target price has increased from $58 to $68.
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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: 59.530
Low
39.00
Averages
41.25
High
43.00
Current: 59.530
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.
TWIST BIOSCIENCE CORP: TD COWEN INCREASES TARGET PRICE FROM $58 TO $68
- Company Update: TWiST BioScience Corp has raised its target price significantly.
- New Target Price: The target price has increased from $58 to $68.
See More
Twist Bioscience Reports Strong Q2 Earnings with AI Growth
- Consistent Revenue Growth: Twist Bioscience achieved its 13th consecutive quarter of revenue growth, with Q2 revenue increasing 19.3% year-over-year to $110.7 million, demonstrating the company's strong performance and consistent execution in the market.
- Margin Expansion: The gross margin expanded to 51.6%, reflecting effective cost control and laying the groundwork for future profitability, with expectations to achieve adjusted EBITDA breakeven in Q4 of fiscal 2026.
- AI-Driven Drug Discovery: Revenue from DNA Synthesis and Protein Solutions grew by 28%, driven by the partnership with Amazon Web Services, indicating strong growth potential in AI-enabled drug discovery and further solidifying the company's market position.
- Optimistic Outlook: The company raised its fiscal 2026 revenue guidance to $442 million to $447 million, reflecting confidence in growth for the second half of the year, particularly in the NGS application area, which is expected to drive revenue growth back to 20%.
See More
Twist Bioscience Q2 Earnings Beat Expectations with Revenue Growth
- Earnings Highlights: Twist Bioscience reported a Q2 GAAP EPS of -$0.71, missing estimates by $0.23, yet achieved revenue of $110.72 million, a 19.3% year-over-year increase, surpassing expectations by $3.06 million, indicating resilience in the market.
- DNA Synthesis and Protein Solutions: This segment saw a 28% year-over-year revenue growth to $53.3 million, with a 4% sequential increase, reflecting sustained demand and an increase in market share within the biotechnology sector.
- NGS Applications Growth: NGS revenue grew 12% year-over-year to $57.4 million, with a 9% sequential increase, showcasing the company's competitive edge and potential for future growth in genomics.
- Expanded Customer Base: The company shipped products to approximately 2,583 customers in Q2, up from 2,431 in the same period last year, demonstrating increased market acceptance and rising customer demand for its offerings.
See More
Twist Bioscience Launches Complex Gene Synthesis Service
- Complex Gene Synthesis Capability: Twist Bioscience's newly launched service can accept approximately 99.5% of clonal gene sequences and 99.9% of all DNA products, significantly enhancing customer satisfaction in gene synthesis for nucleic acid therapeutics and AI-driven drug discovery.
- Technological Innovation: Utilizing its proprietary silicon-based DNA synthesis platform, Twist can deliver complex sequences ranging from 300 to 7,000 base pairs within a standard turnaround time of 15 business days, ensuring a competitive edge for customers in rapid iteration and accelerated discovery.
- Market Demand Response: As research in nucleic acid therapeutics and AI-guided protein design accelerates, Twist's complex gene synthesis service provides scientists with a reliable partner to rapidly and scalably deliver complex genes, addressing the urgent market need for high-complexity sequences.
- Transparent Ordering Process: Customers will receive complexity and manufacturability scores upon sequence submission, ensuring transparency throughout the ordering process, which enhances customer trust and drives the development of next-generation therapeutic products.
See More
Twist Bioscience Q2 Earnings Announcement Scheduled
- Earnings Release Date: Twist Bioscience is set to announce its Q2 earnings on May 4 before market open, with a consensus EPS estimate of -$0.53, reflecting a 19.7% year-over-year improvement, indicating potential enhancement in profitability.
- Revenue Growth Expectations: The anticipated revenue for Q2 is $107.66 million, representing a 16.0% year-over-year increase, which highlights positive trends in market demand and product sales, potentially laying a foundation for future growth.
- Performance Beat Record: Over the past year, Twist Bioscience has beaten EPS estimates 50% of the time and revenue estimates 100% of the time, demonstrating stability in financial performance and market confidence.
- Estimate Revision Dynamics: In the last three months, there have been no upward revisions to EPS estimates but one downward revision, while revenue estimates saw six upward revisions with none downward, reflecting optimistic market expectations for the company's future performance.
See More
Market Overview: Investment Opportunities and Risks
- Investment Potential Analysis: Twist Bioscience (NASDAQ:TWST) shows strong performance above $40.00-$41.00, with analysts predicting a target price of $75.00-$80.00, indicating a 60% return potential and reflecting market optimism in the biotech sector.
- Market Sentiment Assessment: Despite a prevailing fear in the market, analysts suggest this fear could provide a floor for stock prices, indicating that the market may be nearing a bottom, with potential rebounds expected in the coming weeks, particularly in technology and consumer sectors.
- Jobs and Wage Data: Key employment and wage data will be released this week, and if the data comes in weak, it could prompt the Fed to act sooner than expected, with analysts forecasting a potential rate cut as early as June or late April, which would have significant economic implications.
- International Market Performance: The outperformance of global stocks compared to U.S. stocks continues, and analysts warn that lacking international exposure may lead to missed alpha opportunities, especially in the current global economic landscape.
See More
TWIST BIOSCIENCE CORP: TD COWEN INCREASES TARGET PRICE FROM $58 TO $68
- Company Update: TWiST BioScience Corp has raised its target price significantly.
- New Target Price: The target price has increased from $58 to $68.
See More
Twist Bioscience Reports Strong Q2 Earnings with AI Growth
- Consistent Revenue Growth: Twist Bioscience achieved its 13th consecutive quarter of revenue growth, with Q2 revenue increasing 19.3% year-over-year to $110.7 million, demonstrating the company's strong performance and consistent execution in the market.
- Margin Expansion: The gross margin expanded to 51.6%, reflecting effective cost control and laying the groundwork for future profitability, with expectations to achieve adjusted EBITDA breakeven in Q4 of fiscal 2026.
- AI-Driven Drug Discovery: Revenue from DNA Synthesis and Protein Solutions grew by 28%, driven by the partnership with Amazon Web Services, indicating strong growth potential in AI-enabled drug discovery and further solidifying the company's market position.
- Optimistic Outlook: The company raised its fiscal 2026 revenue guidance to $442 million to $447 million, reflecting confidence in growth for the second half of the year, particularly in the NGS application area, which is expected to drive revenue growth back to 20%.
See More
Twist Bioscience Q2 Earnings Beat Expectations with Revenue Growth
- Earnings Highlights: Twist Bioscience reported a Q2 GAAP EPS of -$0.71, missing estimates by $0.23, yet achieved revenue of $110.72 million, a 19.3% year-over-year increase, surpassing expectations by $3.06 million, indicating resilience in the market.
- DNA Synthesis and Protein Solutions: This segment saw a 28% year-over-year revenue growth to $53.3 million, with a 4% sequential increase, reflecting sustained demand and an increase in market share within the biotechnology sector.
- NGS Applications Growth: NGS revenue grew 12% year-over-year to $57.4 million, with a 9% sequential increase, showcasing the company's competitive edge and potential for future growth in genomics.
- Expanded Customer Base: The company shipped products to approximately 2,583 customers in Q2, up from 2,431 in the same period last year, demonstrating increased market acceptance and rising customer demand for its offerings.
See More
Twist Bioscience Launches Complex Gene Synthesis Service
- Complex Gene Synthesis Capability: Twist Bioscience's newly launched service can accept approximately 99.5% of clonal gene sequences and 99.9% of all DNA products, significantly enhancing customer satisfaction in gene synthesis for nucleic acid therapeutics and AI-driven drug discovery.
- Technological Innovation: Utilizing its proprietary silicon-based DNA synthesis platform, Twist can deliver complex sequences ranging from 300 to 7,000 base pairs within a standard turnaround time of 15 business days, ensuring a competitive edge for customers in rapid iteration and accelerated discovery.
- Market Demand Response: As research in nucleic acid therapeutics and AI-guided protein design accelerates, Twist's complex gene synthesis service provides scientists with a reliable partner to rapidly and scalably deliver complex genes, addressing the urgent market need for high-complexity sequences.
- Transparent Ordering Process: Customers will receive complexity and manufacturability scores upon sequence submission, ensuring transparency throughout the ordering process, which enhances customer trust and drives the development of next-generation therapeutic products.
See More
Twist Bioscience Q2 Earnings Announcement Scheduled
- Earnings Release Date: Twist Bioscience is set to announce its Q2 earnings on May 4 before market open, with a consensus EPS estimate of -$0.53, reflecting a 19.7% year-over-year improvement, indicating potential enhancement in profitability.
- Revenue Growth Expectations: The anticipated revenue for Q2 is $107.66 million, representing a 16.0% year-over-year increase, which highlights positive trends in market demand and product sales, potentially laying a foundation for future growth.
- Performance Beat Record: Over the past year, Twist Bioscience has beaten EPS estimates 50% of the time and revenue estimates 100% of the time, demonstrating stability in financial performance and market confidence.
- Estimate Revision Dynamics: In the last three months, there have been no upward revisions to EPS estimates but one downward revision, while revenue estimates saw six upward revisions with none downward, reflecting optimistic market expectations for the company's future performance.
See More
Market Overview: Investment Opportunities and Risks
- Investment Potential Analysis: Twist Bioscience (NASDAQ:TWST) shows strong performance above $40.00-$41.00, with analysts predicting a target price of $75.00-$80.00, indicating a 60% return potential and reflecting market optimism in the biotech sector.
- Market Sentiment Assessment: Despite a prevailing fear in the market, analysts suggest this fear could provide a floor for stock prices, indicating that the market may be nearing a bottom, with potential rebounds expected in the coming weeks, particularly in technology and consumer sectors.
- Jobs and Wage Data: Key employment and wage data will be released this week, and if the data comes in weak, it could prompt the Fed to act sooner than expected, with analysts forecasting a potential rate cut as early as June or late April, which would have significant economic implications.
- International Market Performance: The outperformance of global stocks compared to U.S. stocks continues, and analysts warn that lacking international exposure may lead to missed alpha opportunities, especially in the current global economic landscape.
See More
