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TWST Transcript
Twist Bioscience Corporation (TWST) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript
Neutral1-12
Twist Bioscience Corporation (TWST) Q4 2025 Earnings Call Transcript
Positive11-14
The earnings call summary and Q&A indicate a positive sentiment. The company shows strong revenue growth guidance across all segments, improving gross margins, and a strategic focus on AI synergies. Despite some guidance below expectations, management remains optimistic about long-term growth, especially in NGS and Biopharma. The expected breakeven point for adjusted EBITDA and new product launches further support a positive outlook. The market cap suggests a moderate reaction, leading to a predicted positive stock price movement of 2% to 8% over the next two weeks.
Twist Bioscience Corporation (TWST) Q3 2025 Earnings Call Transcript
Positive8-4
The earnings call highlights strong revenue growth across multiple segments, particularly in NGS and healthcare. Despite some challenges like customer pushouts and SynBio weakness due to tough comparisons, the overall sentiment remains positive with optimistic future guidance. The company expects to reach adjusted EBITDA breakeven by 2026, and gross margins are improving. The Q&A section reveals analysts' confidence in the company's strategic direction and growth potential, especially with new product introductions and international expansion efforts. Given the market cap, a positive reaction (2% to 8%) is expected over the next two weeks.
Twist Bioscience Corporation (NASDAQ:TWST) Q2 2025 Earnings Call Transcript
Unknown5-6
The earnings call indicates several concerning factors: a missed EPS expectation, increased operational costs, and ongoing financial challenges. While there is revenue growth and improved gross margins, the lack of a shareholder return plan and unclear guidance on tariffs and R&D reinvestment pose risks. The market's uncertainty, especially with policy shifts, further compounds these issues. Given the company's small market cap, these negative elements could lead to a stock price decrease in the short term.
TWST Slides
TWST Report
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