Twist Bioscience (NASDAQ:TWST) Posts Earnings Results, Beats Estimates By $0.07 EPS

Twist Bioscience (NASDAQ:TWST) issued its quarterly earnings results on Thursday. The company reported ($0.32) earnings per share for the quarter, beating the consensus estimate of ($0.39) by $0.07, FiscalAI reports. The business had revenue of $126.64 million for the quarter, compared to the consensus estimate of $123.55 million. Twist Bioscience had a negative net margin of 31.66% and a negative return on equity of 28.64%. The business’s quarterly revenue was up 26.7% compared to the same quarter last year.

Here are the key takeaways from Twist Bioscience’s conference call:

• Fiscal 2026 revenue grew 22% to $459.4 million, while fourth-quarter revenue rose 28% year over year to $126.6 million. Full-year gross margin improved to 52.4%, and Twist achieved positive adjusted EBITDA of $2.2 million in the fourth quarter.
• Twist guided to fiscal 2027 revenue of $550 million–$560 million, about 21% growth at the midpoint, and positive adjusted EBITDA for the full year. The company expects continued sequential growth in both DNA Synthesis and Protein Solutions and NGS.
• AI drug discovery revenue climbed 175% to $59.1 million in fiscal 2026; management expects triple-digit order growth in fiscal 2027 and sees further upside as customer programs expand. Its initial fiscal 2027 revenue outlook includes $100 million from AI drug discovery, which management said reflects programs it can forecast with high confidence.
• NGS revenue grew 24% in the fourth quarter, driven by diagnostics, and Twist expects its newly launched MRD Express product to support growth. Management also highlighted expanding demand for personalized tumor-informed testing and said MRD could contribute more revenue as adoption scales.
• Twist plans about $75 million in fiscal 2027 capital expenditures and roughly $150 million across fiscal 2027 and 2028 to expand capacity and automation. Management expects depreciation and costs from bringing new capacity online to temper gross-margin expansion in fiscal 2027, although it still expects modest improvement.

Twist Bioscience Price Performance

Shares of TWST traded down $11.76 during midday trading on Thursday, hitting $110.83. 3,044,742 shares of the company traded hands, compared to its average volume of 1,777,465. The firm has a 50 day moving average of $150.90 and a 200-day moving average of $92.37. Twist Bioscience has a 52 week low of $23.30 and a 52 week high of $219.71. The stock has a market cap of $6.95 billion, a price-to-earnings ratio of -49.92 and a beta of 2.25. The company has a debt-to-equity ratio of 0.03, a quick ratio of 2.38 and a current ratio of 2.67.

Twist Bioscience News Roundup

These are some of the TWST news items that stood out recently:

• Positive Sentiment: Fiscal Q4 revenue rose 26.7% year over year to $126.64 million, topping estimates, while the $0.32-per-share loss was narrower than consensus forecasts. Article
• Positive Sentiment: Management forecast Q1 fiscal 2027 revenue of $130 million–$132 million, above the $126.3 million consensus estimate. Full-year revenue guidance of $550 million–$560 million also modestly exceeded the $549 million consensus. Article
• Negative Sentiment: Despite those headline beats, coverage described the FY2027 outlook as underwhelming, suggesting it did not meet investor expectations. Continued losses and cost pressure may also have weighed on sentiment, helping explain the stock’s decline. Article

Analysts Set New Price Targets

Several analysts have recently commented on the stock. Leerink Partners raised their price objective on shares of Twist Bioscience from $160.00 to $190.00 and gave the company an “outperform” rating in a research report on Tuesday, September 29th. Robert W. Baird increased their price target on Twist Bioscience from $113.00 to $115.00 and gave the stock an “outperform” rating in a research note on Tuesday, August 4th. BWS Financial reissued a “sell” rating and set a $45.00 price target on shares of Twist Bioscience in a report on Friday, September 18th. Barclays boosted their price objective on Twist Bioscience from $112.00 to $215.00 and gave the company an “overweight” rating in a research report on Wednesday, October 7th. Finally, Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Twist Bioscience in a research note on Monday, September 21st. Seven research analysts have rated the stock with a Buy rating, three have given a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Twist Bioscience currently has a consensus rating of “Hold” and a consensus price target of $153.00.

Insider Transactions at Twist Bioscience

In other Twist Bioscience news, CEO Emily Leproust sold 4,573 shares of the firm’s stock in a transaction that occurred on Tuesday, November 3rd. The stock was sold at an average price of $135.40, for a total transaction of $619,184.20. Following the completion of the transaction, the chief executive officer owned 558,187 shares in the company, valued at $75,578,519.80. This trade represents a 0.81% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Dennis Cho sold 949 shares of Twist Bioscience stock in a transaction that occurred on Tuesday, November 3rd. The stock was sold at an average price of $135.40, for a total value of $128,494.60. Following the completion of the sale, the insider directly owned 62,840 shares in the company, valued at approximately $8,508,536. The trade was a 1.49% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last ninety days, insiders sold 495,279 shares of company stock valued at $80,489,387. 3.08% of the stock is owned by insiders.

About Twist Bioscience

Twist Bioscience Corporation is a biotechnology company that uses a silicon-based platform to manufacture synthetic DNA. Its technology supports the production of many DNA sequences in parallel for research and commercial applications. The company provides synthetic genes, gene fragments and oligonucleotide pools, as well as tools for next-generation sequencing, including target-enrichment products. Through its biopharma business, Twist also offers antibody discovery and related services to support the development of therapeutics.