Twist Bioscience (NASDAQ:TWST) Sets New 12-Month Low After Earnings Miss

Twist Bioscience Corporation (NASDAQ:TWST) shares hit a new 52-week low during trading on Friday following a weaker than expected earnings announcement. The company traded as low as $23.30 and last traded at $26.2110, with a volume of 2152422 shares traded. The stock had previously closed at $29.90.

The company reported ($0.45) earnings per share for the quarter, missing the consensus estimate of ($0.40) by ($0.05). Twist Bioscience had a negative net margin of 23.51% and a negative return on equity of 29.03%. Twist Bioscience has set its Q1 2026 guidance at EPS. FY 2026 guidance at EPS.

Analyst Upgrades and Downgrades

Several equities research analysts have recently weighed in on the company. Weiss Ratings reiterated a “sell (d-)” rating on shares of Twist Bioscience in a report on Wednesday, October 8th. Evercore ISI decreased their target price on Twist Bioscience from $46.00 to $42.00 and set an “outperform” rating for the company in a research report on Tuesday, October 7th. Stephens initiated coverage on shares of Twist Bioscience in a report on Monday, November 3rd. They set an “overweight” rating and a $41.00 price objective for the company. Barclays reduced their target price on shares of Twist Bioscience from $45.00 to $40.00 and set an “overweight” rating on the stock in a research report on Thursday, October 2nd. Finally, Cowen reissued a “buy” rating on shares of Twist Bioscience in a research note on Monday, August 4th. Ten investment analysts have rated the stock with a Buy rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $47.80.

Insider Activity

In other news, SVP Paula Green sold 9,724 shares of the stock in a transaction on Monday, October 6th. The stock was sold at an average price of $32.19, for a total transaction of $313,015.56. Following the completion of the sale, the senior vice president owned 114,678 shares in the company, valued at approximately $3,691,484.82. This represents a 7.82% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, insider Dennis Cho sold 6,515 shares of the business’s stock in a transaction on Thursday, October 30th. The stock was sold at an average price of $31.44, for a total value of $204,831.60. Following the transaction, the insider owned 121,713 shares in the company, valued at approximately $3,826,656.72. This trade represents a 5.08% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 122,865 shares of company stock worth $3,879,926 in the last quarter. 3.01% of the stock is currently owned by corporate insiders.

Institutional Trading of Twist Bioscience

Large investors have recently added to or reduced their stakes in the company. Smartleaf Asset Management LLC raised its stake in shares of Twist Bioscience by 70.6% in the third quarter. Smartleaf Asset Management LLC now owns 1,068 shares of the company’s stock worth $29,000 after purchasing an additional 442 shares during the last quarter. Mirae Asset Global Investments Co. Ltd. increased its holdings in Twist Bioscience by 15.0% in the 2nd quarter. Mirae Asset Global Investments Co. Ltd. now owns 2,315 shares of the company’s stock worth $85,000 after buying an additional 302 shares during the period. Geneos Wealth Management Inc. acquired a new stake in Twist Bioscience during the 2nd quarter valued at approximately $97,000. CWM LLC boosted its holdings in shares of Twist Bioscience by 61.4% in the 3rd quarter. CWM LLC now owns 4,331 shares of the company’s stock valued at $122,000 after acquiring an additional 1,648 shares during the last quarter. Finally, Bayforest Capital Ltd increased its stake in shares of Twist Bioscience by 49.3% in the first quarter. Bayforest Capital Ltd now owns 4,860 shares of the company’s stock worth $191,000 after acquiring an additional 1,604 shares during the period.

Twist Bioscience Trading Down 11.8%

The stock has a market cap of $1.59 billion, a PE ratio of -18.13 and a beta of 2.43. The company’s fifty day moving average is $29.72 and its 200-day moving average is $31.49. The company has a debt-to-equity ratio of 0.03, a current ratio of 3.90 and a quick ratio of 3.60.

About Twist Bioscience

Twist Bioscience Corporation engages in the manufacture and sale of synthetic DNA-based products. The company offers synthetic genes and gene fragments used in product development for therapeutics, diagnostics, chemicals/materials, food/agriculture, data storage, and various applications within academic research by biotech, pharma, industrial chemical, and agricultural companies, as well as academic labs; Oligo pools used in targeted NGS, CRISPR gene editing, mutagenesis experiments, DNA origami, DNA computing, data storage in DNA, and other applications; and immunoglobulin G proteins for customers focused on the pursuit of drug discovery and development.