Twist Bioscience Receives Overweight Rating from Piper Sandler
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Source: seekingalpha
- Signs of Market Recovery: Analyst David Westenberg noted that the life sciences tools sector is beginning to show signs of recovery after three years of headwinds, particularly as funding pressures in academic and government segments ease, with expectations for fundamental normalization in 2026 and 2027, although a return to 10% earnings growth will take time.
- Twist Bioscience Stands Out: Among the stocks covered by Piper Sandler in the life sciences tools sector, Twist Bioscience (TWST) is the only one to receive an Overweight rating due to its unique positioning in next-gen drug discovery and development, with the analyst suggesting it could represent a pure investment opportunity in the life sciences sector.
- Price Target Setting: Westenberg set specific price targets for several major tools stocks, including $150 for Agilent (A), $200 for Danaher (DHR), and $85 for Twist Bio (TWST), reflecting market confidence in the future growth potential of these companies.
- Investor Strategy Recommendation: Despite the optimistic outlook for TWST, the analyst advises investors to adopt a wait-and-see approach over the next few quarters to allow the sector to recover to pre-COVID performance levels, thereby better positioning themselves to capitalize on multi-year growth compounding opportunities.
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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: 67.770
Low
39.00
Averages
41.25
High
43.00
Current: 67.770
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 Receives Overweight Rating from Piper Sandler
- Signs of Market Recovery: Analyst David Westenberg noted that the life sciences tools sector is beginning to show signs of recovery after three years of headwinds, particularly as funding pressures in academic and government segments ease, with expectations for fundamental normalization in 2026 and 2027, although a return to 10% earnings growth will take time.
- Twist Bioscience Stands Out: Among the stocks covered by Piper Sandler in the life sciences tools sector, Twist Bioscience (TWST) is the only one to receive an Overweight rating due to its unique positioning in next-gen drug discovery and development, with the analyst suggesting it could represent a pure investment opportunity in the life sciences sector.
- Price Target Setting: Westenberg set specific price targets for several major tools stocks, including $150 for Agilent (A), $200 for Danaher (DHR), and $85 for Twist Bio (TWST), reflecting market confidence in the future growth potential of these companies.
- Investor Strategy Recommendation: Despite the optimistic outlook for TWST, the analyst advises investors to adopt a wait-and-see approach over the next few quarters to allow the sector to recover to pre-COVID performance levels, thereby better positioning themselves to capitalize on multi-year growth compounding opportunities.
See More
Latest Wall Street Ratings Overview
- SpaceX Initiation: New Street initiates SpaceX with a buy rating, projecting a 75% market share in a $2.3 trillion market, suggesting a fair value of $330 per share if the company captures 50% of the high-end market estimate, indicating strong potential in the space industry.
- Intel Double Upgrade: Bank of America upgrades Intel from underperform to buy, citing increased confidence in its opportunities in leading-edge wafers and packaging, which is expected to enhance its share in the larger CPU market, reflecting a positive outlook for the semiconductor sector.
- AMD Price Target Increase: Bank of America raises AMD's price target from $500 to $560, highlighting its leading position in the CPU market and the upcoming AI Day (Venice launch), indicating strong performance driven by technological innovation and market demand.
- Netflix Outperformance: Evercore ISI reiterates Netflix as outperform, with surveys showing robust core metrics in both U.S. and UK markets, particularly in the adoption of ad-supported subscription offerings, demonstrating its solid position in the competitive streaming market.
See More
Twist Bioscience Executive's Stock Sale Raises Eyebrows
- Executive Trading Overview: Chief Legal Officer Dennis Cho sold 14,205 shares of Twist Bioscience on May 29, 2026, for approximately $991,000, marking his largest single sale in two years, nearly 12 times the average size of his 54 previous sell transactions.
- Holding Proportion Change: This sale represented 10.58% of Cho's direct holdings, reducing his shares from 134,299 to 120,094, indicating a strategic reduction while still reflecting confidence in the company's future prospects.
- Company Performance Context: As of May 29, 2026, Twist Bioscience's stock appreciated 131.5% over the past year, hitting a 52-week high of $80.50 on June 4, showcasing the company's strong performance and growing market demand in the biotechnology sector.
- Investor Confidence: Cho's stock sale was executed under a prearranged Rule 10b5-1 trading plan established in May 2025 to avoid insider trading allegations, and with 120,094 shares remaining, it suggests he is not in a hurry to liquidate his holdings, alleviating investor concerns.
See More
Dennis Cho Sells Twist Bioscience Shares Amid Stock Surge
- Sale Details: Chief Legal Officer Dennis Cho sold 14,205 shares of Twist Bioscience on May 29, 2026, for approximately $991,000 at a price of $69.75 per share, reducing his direct holdings from 134,299 to 120,094 shares, marking the largest single sale among his 54 recent transactions.
- Transaction Context: This sale was executed under a prearranged Rule 10b5-1 trading plan adopted in May 2025, indicating that Cho is not in a hurry to liquidate his holdings, as he still retains 120,094 shares.
- Company Performance: Twist Bioscience reported a robust 19% year-over-year revenue growth to $110.7 million for its fiscal second quarter ending March 31, prompting the company to raise its full-year sales growth guidance for 2026 to between 17% and 19%.
- Market Reaction and Outlook: The sale occurred during a period of soaring stock prices, with shares reaching a 52-week high of $80.50 on June 4, reflecting strong business performance and investor confidence in the biotechnology sector.
See More
Twist Bioscience Executive Sells Over 14,000 Shares
- Transaction Scale Analysis: Chief Legal Officer Dennis Cho sold 14,205 shares of Twist Bioscience on May 29, 2026, for approximately $991,000, marking the largest single sale in the past two years, nearly 12 times his average sell-only trade size across 54 events.
- Holding Proportion Change: This sale represented 10.58% of Cho's direct holdings, reducing his shares from 134,299 to 120,094, indicating a significant step-down compared to the smaller incremental sales that characterized his trading since January 2025.
- Market Performance Context: As of the transaction date, Twist Bioscience shares appreciated 131.5% over the past year, with Cho's remaining direct holdings representing about 0.19% of outstanding shares, suggesting confidence in the company's future stock performance.
- Investor Confidence: Cho's stock sale was executed under a prearranged trading plan established in May 2025 to avoid insider trading accusations, and his remaining 120,094 shares indicate he is not in a rush to divest, alleviating investor concerns.
See More
Twist Bioscience CEO Sells Shares for $1.12 Million Profit
- Insider Stock Transaction: Twist Bioscience CEO Emily Leproust exercised 16,470 options and sold the shares for approximately $1.12 million, indicating ongoing executive confidence in the company's stock performance.
- Shareholding Analysis: Post-transaction, Leproust holds 846,872 shares directly and has 538,218 employee stock options outstanding, reflecting significant ongoing financial exposure to future equity value.
- Strong Performance: As of May 31, 2026, Twist Bioscience shares delivered a total return of 128.23% over the past year, showcasing robust growth momentum in the synthetic biology sector.
- Revenue Outlook Upgrade: The company expects total revenue for fiscal 2026 to increase by 17% to 19%, reaching between $442 million and $447 million, highlighting strong demand for its DNA synthesis services and competitive market position.
See More
Twist Bioscience Receives Overweight Rating from Piper Sandler
- Signs of Market Recovery: Analyst David Westenberg noted that the life sciences tools sector is beginning to show signs of recovery after three years of headwinds, particularly as funding pressures in academic and government segments ease, with expectations for fundamental normalization in 2026 and 2027, although a return to 10% earnings growth will take time.
- Twist Bioscience Stands Out: Among the stocks covered by Piper Sandler in the life sciences tools sector, Twist Bioscience (TWST) is the only one to receive an Overweight rating due to its unique positioning in next-gen drug discovery and development, with the analyst suggesting it could represent a pure investment opportunity in the life sciences sector.
- Price Target Setting: Westenberg set specific price targets for several major tools stocks, including $150 for Agilent (A), $200 for Danaher (DHR), and $85 for Twist Bio (TWST), reflecting market confidence in the future growth potential of these companies.
- Investor Strategy Recommendation: Despite the optimistic outlook for TWST, the analyst advises investors to adopt a wait-and-see approach over the next few quarters to allow the sector to recover to pre-COVID performance levels, thereby better positioning themselves to capitalize on multi-year growth compounding opportunities.
See More
Latest Wall Street Ratings Overview
- SpaceX Initiation: New Street initiates SpaceX with a buy rating, projecting a 75% market share in a $2.3 trillion market, suggesting a fair value of $330 per share if the company captures 50% of the high-end market estimate, indicating strong potential in the space industry.
- Intel Double Upgrade: Bank of America upgrades Intel from underperform to buy, citing increased confidence in its opportunities in leading-edge wafers and packaging, which is expected to enhance its share in the larger CPU market, reflecting a positive outlook for the semiconductor sector.
- AMD Price Target Increase: Bank of America raises AMD's price target from $500 to $560, highlighting its leading position in the CPU market and the upcoming AI Day (Venice launch), indicating strong performance driven by technological innovation and market demand.
- Netflix Outperformance: Evercore ISI reiterates Netflix as outperform, with surveys showing robust core metrics in both U.S. and UK markets, particularly in the adoption of ad-supported subscription offerings, demonstrating its solid position in the competitive streaming market.
See More
Twist Bioscience Executive's Stock Sale Raises Eyebrows
- Executive Trading Overview: Chief Legal Officer Dennis Cho sold 14,205 shares of Twist Bioscience on May 29, 2026, for approximately $991,000, marking his largest single sale in two years, nearly 12 times the average size of his 54 previous sell transactions.
- Holding Proportion Change: This sale represented 10.58% of Cho's direct holdings, reducing his shares from 134,299 to 120,094, indicating a strategic reduction while still reflecting confidence in the company's future prospects.
- Company Performance Context: As of May 29, 2026, Twist Bioscience's stock appreciated 131.5% over the past year, hitting a 52-week high of $80.50 on June 4, showcasing the company's strong performance and growing market demand in the biotechnology sector.
- Investor Confidence: Cho's stock sale was executed under a prearranged Rule 10b5-1 trading plan established in May 2025 to avoid insider trading allegations, and with 120,094 shares remaining, it suggests he is not in a hurry to liquidate his holdings, alleviating investor concerns.
See More
Dennis Cho Sells Twist Bioscience Shares Amid Stock Surge
- Sale Details: Chief Legal Officer Dennis Cho sold 14,205 shares of Twist Bioscience on May 29, 2026, for approximately $991,000 at a price of $69.75 per share, reducing his direct holdings from 134,299 to 120,094 shares, marking the largest single sale among his 54 recent transactions.
- Transaction Context: This sale was executed under a prearranged Rule 10b5-1 trading plan adopted in May 2025, indicating that Cho is not in a hurry to liquidate his holdings, as he still retains 120,094 shares.
- Company Performance: Twist Bioscience reported a robust 19% year-over-year revenue growth to $110.7 million for its fiscal second quarter ending March 31, prompting the company to raise its full-year sales growth guidance for 2026 to between 17% and 19%.
- Market Reaction and Outlook: The sale occurred during a period of soaring stock prices, with shares reaching a 52-week high of $80.50 on June 4, reflecting strong business performance and investor confidence in the biotechnology sector.
See More
Twist Bioscience Executive Sells Over 14,000 Shares
- Transaction Scale Analysis: Chief Legal Officer Dennis Cho sold 14,205 shares of Twist Bioscience on May 29, 2026, for approximately $991,000, marking the largest single sale in the past two years, nearly 12 times his average sell-only trade size across 54 events.
- Holding Proportion Change: This sale represented 10.58% of Cho's direct holdings, reducing his shares from 134,299 to 120,094, indicating a significant step-down compared to the smaller incremental sales that characterized his trading since January 2025.
- Market Performance Context: As of the transaction date, Twist Bioscience shares appreciated 131.5% over the past year, with Cho's remaining direct holdings representing about 0.19% of outstanding shares, suggesting confidence in the company's future stock performance.
- Investor Confidence: Cho's stock sale was executed under a prearranged trading plan established in May 2025 to avoid insider trading accusations, and his remaining 120,094 shares indicate he is not in a rush to divest, alleviating investor concerns.
See More
Twist Bioscience CEO Sells Shares for $1.12 Million Profit
- Insider Stock Transaction: Twist Bioscience CEO Emily Leproust exercised 16,470 options and sold the shares for approximately $1.12 million, indicating ongoing executive confidence in the company's stock performance.
- Shareholding Analysis: Post-transaction, Leproust holds 846,872 shares directly and has 538,218 employee stock options outstanding, reflecting significant ongoing financial exposure to future equity value.
- Strong Performance: As of May 31, 2026, Twist Bioscience shares delivered a total return of 128.23% over the past year, showcasing robust growth momentum in the synthetic biology sector.
- Revenue Outlook Upgrade: The company expects total revenue for fiscal 2026 to increase by 17% to 19%, reaching between $442 million and $447 million, highlighting strong demand for its DNA synthesis services and competitive market position.
See More
