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

Twist Bioscience (NASDAQ:TWST) announced its quarterly earnings results on Thursday. The company reported ($0.32) earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of ($0.39) by $0.07, FiscalAI reports. The business had revenue of $126.64 million during 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 Stock Down 5.6%

Shares of NASDAQ:TWST opened at $107.83 on Friday. The firm has a market capitalization of $6.76 billion, a PE ratio of -48.35 and a beta of 2.25. Twist Bioscience has a 1 year low of $23.30 and a 1 year high of $219.71. The company has a debt-to-equity ratio of 0.03, a current ratio of 2.67 and a quick ratio of 2.38. The firm’s 50-day moving average is $150.57 and its two-hundred day moving average is $92.73.

Analyst Upgrades and Downgrades

Several brokerages have recently commented on TWST. Leerink Partners upped their price target on Twist Bioscience from $160.00 to $190.00 and gave the company an “outperform” rating in a research note on Tuesday, September 29th. Barclays raised their price objective on Twist Bioscience from $112.00 to $215.00 and gave the stock an “overweight” rating in a research report on Wednesday, October 7th. BWS Financial restated a “sell” rating and issued a $45.00 price objective on shares of Twist Bioscience in a report on Friday, September 18th. Guggenheim upped their target price on shares of Twist Bioscience from $107.00 to $212.00 and gave the company a “buy” rating in a research report on Thursday, October 1st. Finally, TD Cowen upped their target price on shares of Twist Bioscience from $115.00 to $190.00 and gave the company a “buy” rating in a research report on Tuesday, October 13th. Seven equities research analysts have rated the stock with a Buy rating, three have assigned a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat.com, Twist Bioscience presently has a consensus rating of “Hold” and a consensus target price of $149.82.

Insider Buying and Selling at Twist Bioscience

In other news, SVP Paula Green sold 10,088 shares of the stock in a transaction on Friday, October 2nd. The stock was sold at an average price of $188.88, for a total value of $1,905,421.44. Following the sale, the senior vice president directly owned 106,632 shares in the company, valued at approximately $20,140,652.16. This trade represents a 8.64% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Dennis Cho sold 9,514 shares of Twist Bioscience stock in a transaction on Friday, October 2nd. The shares were sold at an average price of $188.88, for a total value of $1,797,004.32. Following the completion of the transaction, the insider owned 63,789 shares of the company’s stock, valued at approximately $12,048,466.32. This trade represents a 12.98% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last three months, insiders sold 495,279 shares of company stock worth $80,489,387. 3.08% of the stock is owned by company insiders.

Twist Bioscience News Roundup

Here’s some of the latest news about TWST:

• Positive Sentiment: Q1 fiscal 2027 revenue guidance of $130 million–$132 million tops the $126.3 million consensus, offering a near-term sign of continued growth. Article: Twist Bioscience Earnings Results
• Neutral Sentiment: Fiscal 2027 revenue guidance of $550 million–$560 million is only slightly above the $549 million consensus. Although technically a beat, reports characterized the outlook as underwhelming, suggesting investors wanted stronger indications of future growth. Article: Twist Bio Slips Despite Q4 Beat After Underwhelming FY27 Outlook
• Negative Sentiment: Robert W. Baird cut its price target from $187 to $135, while maintaining an Outperform rating. The target reduction may signal more cautious expectations, even though it remains above the cited share price. Article: Baird Lowers Twist Bioscience Price Target

Twist Bioscience Company Profile

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.