Twist Bioscience Corporation (TWST) AI Stock Analysis

Twist Bioscience Corporation manufactures and distributes synthetic DNA-based products utilizing a proprietary DNA synthesis platform that writes genetic code on a silicon chip. This technology serves multiple applications, including synthetic genes, sample preparation tools, and antibody libraries designed for drug discovery and development. The company also advances DNA as a digital data storage medium. Twist Bioscience maintains strategic collaborations with organizations such as Victorian Clinical Genetic Services, Vivlion GmbH, Kyowa Kirin Pharmaceutical Research, Inc., deepCDR Biologics AG, and Centogene N.V. to create sequencing tools. In addition, it partners with Boehringer Ingelheim International GmbH to discover therapeutic antibodies against multiple disease targets.

Revenue expanded from $132.3M in FY2021 to $376.6M in FY2025, driven by a 5-year revenue CAGR of 33.1% from FY2020 to FY2025. Annual top-line growth was 20.3% in FY2025, following 27.7% in FY2024. Gross margin improved from 39.1% in FY2021 to 50.7% in FY2025. Although operating margins remained negative, they narrowed from -115.4% in FY2021 to -36.2% in FY2025, with net income improving from -$152.1M to -$77.7M over the same period. For the latest quarter ended June 30, 2026, quarterly revenue grew 23.2% year-over-year, bringing trailing twelve-month revenue to $431.8M with a trailing operating margin of -30.6% and diluted EPS of -$2.23.

As of June 30, 2026, Twist Bioscience held $166.8M in cash and short-term investments against total debt of $93.6M, resulting in a net cash position of $73.2M. The company reported a current ratio of 2.67 and a debt-to-equity ratio of 0.21, with shareholders' equity at $445.7M and total assets of $672.4M. For FY2025, operating cash flow was -$47.6M and free cash flow was -$75.6M, alongside capital expenditures of $28.0M and share buybacks of $16,000. Over five years, the company's share count increased 25.0%.

Twist Bioscience trades at a price-to-sales multiple of 20.4x and an enterprise value to revenue multiple of 24.2x, compared to a median price-to-sales multiple of 4.1x for the median of its US-listed Healthcare peers. The company has a price-to-book ratio of 23.6x. Over the past year, the stock gained 331.7%, significantly outperforming the S&P 500 benchmark SPY return of 16.8%. Over a 5-year span, the stock returned 17.7%, trailing the SPY return of 83.0%. The stock trades 59.4% above its 200-day average and exhibits a beta of 2.19.

Wall Street coverage includes 7 Strong Buy, 2 Buy, 3 Hold, and 1 Strong Sell ratings. The mean price target is $163.67, representing a 23.3% upside compared to the last close price of $132.75 on October 16, 2026. For the fiscal year ending September 30, 2026, analysts estimate revenue of $456.3M and EPS of -$1.20, representing an EPS growth estimate of 43.5%. For the following fiscal year, 4 analysts project revenue of $548.6M and EPS of -$0.40. Twist Bioscience beat EPS estimates in 2 of the last 4 quarters, with its next earnings date scheduled for November 13, 2026.

This page is an AI-written research summary of Twist Bioscience Corporation (TWST). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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