Twist Bioscience (NASDAQ:TWST) Announces Earnings Results

Twist Bioscience (NASDAQ:TWST) issued its quarterly earnings results on Monday. The company reported ($0.50) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of ($0.48) by ($0.02), Briefing.com reports. Twist Bioscience had a negative return on equity of 27.40% and a negative net margin of 20.63%.The business had revenue of $103.70 million for the quarter, compared to analysts’ expectations of $100.32 million. The company’s revenue was up 16.9% compared to the same quarter last year.

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

• Twist reported revenue of $103.7M in Q1, up 17% YoY (12th consecutive quarter of growth), raised Fiscal 2026 guidance to $435–440M, and reiterated a path to Adjusted EBITDA break-even in Q4 FY26.
• AI-enabled discovery is a major growth driver — DNA synthesis & protein solutions revenue grew 27% YoY to $51.1M, the company booked >$25M of AI-related orders in FY25, and has moved from exploratory work to repeatable production workflows (noting >50,000 genes used for characterization).
• Operational leverage is improving with Q1 gross margin at 52.0% and management saying ~75–80% of incremental revenue ultimately flows to gross margin, supported by existing capacity and ongoing process automation.
• Operating expenses increased (Q1 operating expenses ex-COGS of $86.9M vs. $77.5M prior year) due to structural hires and digital/transient investments, contributing to an Adjusted EBITDA loss of $13.4M and Q1 operating cash use of $24.8M.
• NGS applications remain a sizable opportunity (>$3B serviceable market, ~7% share today; Q1 NGS revenue ~$52.6M) but includes customer concentration (top-10 NGS customers ?36% of NGS revenue) and management expects 2026 growth mostly from existing partners while adding new diagnostic partners for longer-term expansion.

Twist Bioscience Trading Up 14.0%

TWST opened at $46.81 on Tuesday. The company has a debt-to-equity ratio of 0.03, a quick ratio of 3.33 and a current ratio of 3.64. Twist Bioscience has a one year low of $23.30 and a one year high of $54.74. The company has a market cap of $2.87 billion, a P/E ratio of -35.73 and a beta of 2.24. The business’s 50-day simple moving average is $35.60 and its 200-day simple moving average is $31.64.

Twist Bioscience News Summary

Here are the key news stories impacting Twist Bioscience this week:

• Positive Sentiment: Q1 revenue beat and company raised full?year revenue guidance: revenue was $103.7M (+16.9% YoY), above many estimates, and management raised FY26 revenue guidance (now targeting ~$435–$440M), signaling stronger top?line momentum. Twist Bioscience Corp (TWST) Q1 2026 Earnings Call Highlights: Strong Revenue Growth and …
• Positive Sentiment: Raised near?term revenue guidance for Q2: the company guided Q2 revenue roughly $107–$108M, above consensus (~$104.5M), which supports the market’s positive reaction. Twist Bioscience Announces Fiscal 2026 First Quarter Financial Results
• Positive Sentiment: Market reaction: shares rallied on the combination of revenue beat and upgraded guidance (reports note an ~8% pop), reflecting investor focus on growth and brighter guidance despite continuing losses. TWST shares rise 8% — what’s driving the rally?
• Neutral Sentiment: Investor materials and call transcripts are available for detail — they outline margin targets (gross margin >52% for FY26) and a path to adjusted EBITDA breakeven by Q4 FY26; useful for modeling but execution risk remains. Twist Bioscience Corporation (TWST) Q1 2026 Earnings Call Transcript
• Neutral Sentiment: Bullish analyses argue the company’s silicon?based DNA synthesis tech and AI positioning create durable differentiation — these are hypotheses investors may weigh against execution and TAM assumptions. Twist Bioscience Corporation (TWST): A Bull Case Theory
• Negative Sentiment: EPS miss and continued unprofitability: Q1 EPS was ($0.50), slightly worse than consensus ($0.48 loss); the company still has negative net margin and ROE, so profitability remains a key risk. Twist Bioscience (TWST) Reports Q1 Loss, Misses Revenue Estimates
• Negative Sentiment: Analyst skepticism on market size and use cases: some commentary argues that, while the tech is innovative, compelling large?scale commercial use cases and a clear path to sustained profitability are not yet proven — a constraint on valuation upside. Twist Bioscience: Ingenious Product Still Lacks Compelling Use Cases

Analyst Ratings Changes

A number of equities research analysts have issued reports on the stock. Barclays set a $50.00 target price on shares of Twist Bioscience and gave the stock an “overweight” rating in a report on Tuesday. TD Cowen reiterated a “buy” rating on shares of Twist Bioscience in a research note on Thursday, January 8th. Evercore ISI reissued an “outperform” rating and set a $42.00 target price on shares of Twist Bioscience in a research note on Monday, January 5th. Weiss Ratings restated a “sell (d-)” rating on shares of Twist Bioscience in a report on Monday, December 29th. Finally, Stephens started coverage on Twist Bioscience in a research note on Monday, November 3rd. They issued an “overweight” rating and a $41.00 price objective for the company. Eight analysts have rated the stock with a Buy rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $45.89.

Insider Buying and Selling

In other news, CFO Adam Laponis sold 3,000 shares of the company’s stock in a transaction on Tuesday, January 13th. The shares were sold at an average price of $40.00, for a total value of $120,000.00. Following the completion of the transaction, the chief financial officer owned 137,031 shares in the company, valued at approximately $5,481,240. This represents a 2.14% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, CEO Emily M. Leproust sold 1,605 shares of the stock in a transaction on Monday, December 22nd. The shares were sold at an average price of $34.56, for a total transaction of $55,468.80. Following the completion of the transaction, the chief executive officer directly owned 874,313 shares in the company, valued at $30,216,257.28. This trade represents a 0.18% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 7,940 shares of company stock valued at $292,643 over the last ninety days. 3.08% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Twist Bioscience

Several large investors have recently bought and sold shares of the stock. Quarry LP acquired a new stake in shares of Twist Bioscience during the third quarter worth about $28,000. National Bank of Canada FI purchased a new position in Twist Bioscience during the 3rd quarter worth approximately $46,000. Geneos Wealth Management Inc. acquired a new position in Twist Bioscience during the second quarter worth approximately $97,000. Sherbrooke Park Advisers LLC purchased a new stake in Twist Bioscience in the third quarter valued at approximately $242,000. Finally, Bayesian Capital Management LP acquired a new stake in shares of Twist Bioscience in the second quarter valued at approximately $253,000.

Twist Bioscience Company Profile

Twist Bioscience Corporation is a synthetic biology company specializing in the development and commercialization of DNA-based products and solutions. Founded in 2013 and headquartered in South San Francisco, California, the company has pioneered a proprietary silicon-based DNA synthesis platform designed for high-throughput production of synthetic genes and oligonucleotides. Twist leverages semiconductor manufacturing techniques to enable precise, scalable synthesis of DNA at speeds and volumes unattainable with traditional methods.

At the core of Twist’s offering is its proprietary platform that automates the synthesis of custom DNA fragments, gene libraries, and long oligonucleotides.