Twist Bioscience (NASDAQ:TWST) Stock Price Down 5.3% on Disappointing Earnings

Twist Bioscience Corporation (NASDAQ:TWST)’s share price traded down 5.3% during trading on Monday after the company announced weaker than expected quarterly earnings. The company traded as low as $56.01 and last traded at $57.1820. 813,023 shares were traded during mid-day trading, a decline of 38% from the average session volume of 1,320,109 shares. The stock had previously closed at $60.40.

The company reported ($0.71) earnings per share for the quarter, missing the consensus estimate of ($0.54) by ($0.17). Twist Bioscience had a negative return on equity of 27.16% and a negative net margin of 19.56%.The firm had revenue of $110.72 million for the quarter, compared to the consensus estimate of $107.64 million. Twist Bioscience’s revenue for the quarter was up 19.3% on a year-over-year basis.

Twist Bioscience News Roundup

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

• Positive Sentiment: Revenue beat and raised revenue outlook — Q2 revenue rose ~19% y/y to ~$110.7M, above consensus, and management updated Q3 and FY?2026 revenue guidance above Street estimates, which supports near?term top?line growth expectations. Twist Bioscience Announces Fiscal 2026 Second Quarter Financial Results
• Positive Sentiment: Product expansion could drive addressable market — Twist launched “Complex Genes” as an early access offering for long and complex sequences, targeting growth in nucleic?acid therapeutics and AI?driven protein design customers. This can increase revenue per customer over time. Twist Bioscience Expands Clonal Genes Offering to Include Long and Complex Sequences
• Neutral Sentiment: Analyst consensus is constructive but not unanimous — the stock carries an average analyst recommendation of “Moderate Buy,” which provides some support but may limit upside if execution slips. Given Average Recommendation of “Moderate Buy” by Analysts
• Neutral Sentiment: Investor materials posted — the company released the press release, slide deck and conference call transcript for Q2; useful for drilling into customer trends and margin outlook but not an immediate catalyst. Listen to Conference Call / View Press Release
• Negative Sentiment: EPS missed and margins remain pressured — reported EPS was a larger loss than consensus (company and outlets reported misses ranging from ($0.62) to ($0.71) vs. estimates near ($0.54)), with negative net margin and ROE, which spurs concern about near?term profitability and valuation given the stock’s high beta. Twist Bioscience: Fiscal Q2 Earnings Snapshot TWST Reports Q2 Loss, Beats Revenue Estimates

Wall Street Analysts Forecast Growth

A number of research analysts have weighed in on TWST shares. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Twist Bioscience in a research note on Friday, March 27th. Barclays lifted their price target on shares of Twist Bioscience from $50.00 to $55.00 and gave the company an “overweight” rating in a research note on Tuesday, April 14th. Guggenheim lifted their price target on shares of Twist Bioscience from $50.00 to $55.00 and gave the company a “buy” rating in a research note on Monday, March 30th. Robert W. Baird set a $50.00 price target on shares of Twist Bioscience in a research note on Tuesday, February 3rd. Finally, Evercore lifted their price target on shares of Twist Bioscience from $42.00 to $52.00 and gave the company an “outperform” rating in a research note on Tuesday, February 3rd. Seven research analysts have rated the stock with a Buy rating and two have assigned a Sell rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $47.13.

Insiders Place Their Bets

In other news, CFO Adam Laponis sold 4,000 shares of the business’s stock in a transaction on Friday, April 17th. The shares were sold at an average price of $60.00, for a total value of $240,000.00. Following the sale, the chief financial officer owned 118,694 shares of the company’s stock, valued at $7,121,640. The trade was a 3.26% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Emily M. Leproust sold 8,061 shares of the business’s stock in a transaction on Wednesday, April 22nd. The stock was sold at an average price of $65.29, for a total transaction of $526,302.69. Following the transaction, the chief executive officer owned 858,887 shares in the company, valued at approximately $56,076,732.23. The trade was a 0.93% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 63,220 shares of company stock valued at $3,265,601 over the last 90 days. 3.08% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Twist Bioscience

Several institutional investors and hedge funds have recently modified their holdings of TWST. ARK Investment Management LLC grew its stake in Twist Bioscience by 12.4% during the fourth quarter. ARK Investment Management LLC now owns 7,559,495 shares of the company’s stock worth $239,787,000 after buying an additional 832,687 shares in the last quarter. Artisan Partners Limited Partnership raised its holdings in Twist Bioscience by 26.7% during the 3rd quarter. Artisan Partners Limited Partnership now owns 6,410,900 shares of the company’s stock worth $180,403,000 after purchasing an additional 1,349,867 shares during the last quarter. William Blair Investment Management LLC raised its holdings in Twist Bioscience by 43.7% during the 4th quarter. William Blair Investment Management LLC now owns 5,954,429 shares of the company’s stock worth $188,874,000 after purchasing an additional 1,812,146 shares during the last quarter. EdgePoint Investment Group Inc. grew its position in shares of Twist Bioscience by 31.7% during the 4th quarter. EdgePoint Investment Group Inc. now owns 5,377,991 shares of the company’s stock worth $170,590,000 after buying an additional 1,295,672 shares during the period. Finally, State Street Corp grew its position in shares of Twist Bioscience by 17.4% during the 4th quarter. State Street Corp now owns 3,627,818 shares of the company’s stock worth $115,074,000 after buying an additional 538,755 shares during the period.

Twist Bioscience Trading Down 4.6%

The firm’s 50-day moving average price is $50.46 and its 200 day moving average price is $41.06. The company has a current ratio of 3.78, a quick ratio of 3.37 and a debt-to-equity ratio of 0.03. The company has a market cap of $3.53 billion, a price-to-earnings ratio of -45.10 and a beta of 2.22.

About Twist Bioscience

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.