Twisted X Faces 22% Price Surge Due to Tariffs and Supply Chain Issues
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 25 2025
0mins
Source: Newsfilter
- Tariff Impact: Leather prices are projected to rise nearly 22% in 2025 due to tariffs and supply chain disruptions, forcing companies like Twisted X to increase prices by 1% to 3% in 2023 to cope with rising costs.
- Supply Chain Challenges: Twisted X faced shipment pauses due to tariff policies, leading to inventory shortages and significantly increased production costs from pricier hides and freight, impacting the company's market competitiveness.
- Industry Status: The U.S. leather industry is experiencing severe raw material shortages, with cattle herds at their lowest since the 1950s, resulting in tight supplies of high-quality leather and further driving up production costs.
- Future Outlook: Analysts expect leather goods prices to continue rising by 22% over the next two years, forcing companies to make tough decisions between passing costs to consumers and potential layoffs.
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Analyst Views on TWST
Wall Street analysts forecast TWST stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for TWST is 41.25 USD with a low forecast of 39.00 USD and a high forecast of 43.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
5 Analyst Rating
5 Buy
0 Hold
0 Sell
Strong Buy
Current: 42.010
Low
39.00
Averages
41.25
High
43.00
Current: 42.010
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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