Twist Bioscience Q2 Earnings Beat Expectations with Revenue Growth
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 04 2026
0mins
Source: seekingalpha
- 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.
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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: 64.870
Low
39.00
Averages
41.25
High
43.00
Current: 64.870
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.
Twist Bioscience Launches Complex Genes Product Line
- Product Line Expansion: On May 4, Twist Bioscience launched an early access version of 'Complex Genes,' which supports DNA sequences up to 7,000 base pairs, significantly enhancing gene length and structural complexity while meeting 99.5% of clonal gene orders and 99.9% of all DNA product demands, thereby strengthening the company's competitive position in the gene synthesis market.
- Market Demand Response: CEO Emily Leproust emphasized that researchers require partners capable of rapidly delivering complex genes at scale, and this expansion allows the company to accept a broader range of designs, thus shortening discovery timelines and further driving innovation in the biotech sector.
- Technical Support: The new capability supports AI-driven drug discovery and nucleic acid therapeutics, where precise synthesis of complex sequences is critical, indicating Twist Bioscience's strategic positioning in cutting-edge biotechnology.
- Global Operations: Twist Bioscience operates across the Americas, EMEA, and APAC, developing patented semiconductor-based synthetic DNA production techniques, showcasing its potential for global market expansion and technological innovation.
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
Twist Bioscience Launches Complex Genes Product Line
- Product Line Expansion: On May 4, Twist Bioscience launched an early access version of 'Complex Genes,' which supports DNA sequences up to 7,000 base pairs, significantly enhancing gene length and structural complexity while meeting 99.5% of clonal gene orders and 99.9% of all DNA product demands, thereby strengthening the company's competitive position in the gene synthesis market.
- Market Demand Response: CEO Emily Leproust emphasized that researchers require partners capable of rapidly delivering complex genes at scale, and this expansion allows the company to accept a broader range of designs, thus shortening discovery timelines and further driving innovation in the biotech sector.
- Technical Support: The new capability supports AI-driven drug discovery and nucleic acid therapeutics, where precise synthesis of complex sequences is critical, indicating Twist Bioscience's strategic positioning in cutting-edge biotechnology.
- Global Operations: Twist Bioscience operates across the Americas, EMEA, and APAC, developing patented semiconductor-based synthetic DNA production techniques, showcasing its potential for global market expansion and technological innovation.
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
