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TWTWST

Twist Bioscience Corporation

$TWST·$5.8B·Medical - Diagnostics & Research·Healthcare
$93.85+2.9%YTD+195.8%1Y+161.8%
Mentions · last 7 days
2026-07-11: 28 posts2026-07-12: 35 posts2026-07-13: 47 posts2026-07-14: 31 posts2026-07-15: 70 posts2026-07-16: 70 posts2026-07-17: 49 posts331+44%
Price updated 6h ago·X counts updated 6h ago
TWTWST
$TWSTTwist Bioscience Corporation
$93.85+2.87%331 posts+44%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $TWST, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Driven by hypeAcceleratingAI verdict · as of 2026-07-17

The move is getting stronger, with heavier trading behind it.

Twist Bioscience is the AI-biology data-bottleneck play — up 149% over twelve months with insiders selling $3.5M.

Twist Bioscience makes synthetic DNA at scale — the specific data-generation infrastructure the AI-biology industry now needs to feed protein-design models. The stock is up 149% over twelve months on the specific AI-biology-data-flywheel framing.

What both sides are voting on:

  • The AI-biology thesis is genuinely category-defining: TWST doesn't just make DNA — they have a whole wet-lab-in-the-loop data flywheel with growing higher-margin revenue from AI Dry Labs sending them protein designs. That's the specific moat behind the framing alongside ABCL.
  • The economics haven't yet closed the gap: 52% gross margin at -34% operating margin means Twist is still investing ahead of the AI-biology-data monetization arriving — so the 10.5x TTM sales multiple is a growth-forward bet.
  • The tape is confirmed extended: sitting 21% above the 50-day and 85% above the 200-day at 83% of the 52-week range — the pattern of a stock riding a fundamental-narrative re-rate.
  • The insider signal is the specific check: officers sold $3.5M in the last month, including CEO Emily Leproust's $1.8M — that's concentrated executive distribution into the strength that says specific timing risk.

Aug 3 earnings is the trigger. A number confirming AI Dry Lab revenue growth plus specific commentary on synthetic-DNA capacity extends the leg; a soft synthetic-DNA revenue print with muted AI-Dry-Lab commentary is the specific setup that would validate the insider positioning.

Agrees with X sentimentX is bullish on the AI-biology-data-bottleneck framing and the Cathie-Wood-sold-2x-later positioning, and the underlying thesis is real — the wet-lab-in-the-loop flywheel is genuinely differentiated. The gap the corpus isn't sizing is $3.5M of officer sales in the last month, including the CEO — that's the specific data point that says executives think the tape has priced the moat.

What to watch: The Aug 3 print — AI Dry Lab revenue growth, synthetic-DNA capacity commentary, and any margin trajectory. Above-consensus AI Dry Lab revenue plus margin trend extend the leg; a soft print activates the insider-positioning risk.

On the calendar: 2026-08-03 — Q3 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment5 posts analyzed · as of 2026-07-07

Twist Bioscience shows 2x since Cathie Wood sold with breakout confirmed. TWST doesn't just make DNA - they have a whole wet-lab-in-the-loop data flywheel with growing higher margin revenue from AI Dry Labs sending them protein designs. Framed alongside ABCL as top AI biology data-bottleneck play with growing scale of data needed for the AI in biology market.

Read the AI verdict + X sentiment for $TWST

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Manufactures synthetic DNA on silicon chips for synthetic biology research, antibody drug discovery, and digital data storage.

Industry overviewAI analysisGenerated by AI from underlying data

Where Medical - Diagnostics & Research sits in its cycle right now — and what that implies for $TWST.

Medical - Diagnostics & Research · Healthcare

No material change from last week — pharma R&D spending is recovering and CDMO demand is growing as drug pipelines advance toward clinical trials.

What this means for $TWST

Partial — Manufactures synthetic DNA on silicon chips for synthetic biology research, antibody drug discovery, and digital data storage; exposure exists but is diluted by diverse end markets and revenue mix.

Industry benchmark

13-name peer basket
+20.7%YTD
+60.0%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-52.5How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-24.5%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-33.9%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-2.2%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
10.5Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-17.5%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
52.1%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.2Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 4, 2026$-0.71$-0.49-44.9%
Q4 2025Feb 2, 2026$-0.50$-0.48-4.2%
Q3 2025Nov 14, 2025$-0.45$-0.50+10.0%
Q2 2025Aug 4, 2025$-0.47$-0.54+13.0%
Next earningsMon, Aug 3·consensus EPS $-0.50

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$110.7M+19.3%51.6%-41.4%$-0.71$-25.5M
Q1 FY26$103.7M+16.9%52.0%-31.7%$-0.50$-34.8M
Q4 FY25$99.0M+16.9%51.3%-30.2%$-0.45$-24.2M
Q3 FY25$96.1M+17.9%53.4%-31.4%$0.34$-10.6M

Forward consensus

5-year forecast · up to 9 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$446.4M$446.2M – $446.5M-$2.09-$2.16 – -$2.017
FY27$522.3M$514.5M – $529.5M-$1.38-$1.41 – -$1.357
FY28$610.7M$607.6M – $613.8M-$0.89-$1.62 – -$0.309
FY29$724.1M$711.3M – $732.0M$0.26$0.25 – $0.267
FY30$846.7M$831.7M – $855.9M$1.16$1.13 – $1.178

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.6×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.86%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+23.0%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+89.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 59.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.9% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β2.125-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJul 9Adam LaponisCFO2.4K sh$226KSellJun 25Emily M. LeproustCEO18.9K sh$1.8MSellJun 24Dennis ChoSee Remarks14.2K sh$1.3MSellJun 22Dennis ChoSee Remarks346 sh$30KSellJun 22Emily M. LeproustCEO1.7K sh$147KSellJun 22Paula GreenSVP of Human Resources291 sh$25KSellJun 15Paula GreenSVP of Human Resources26.1K sh$2.1MSellJun 8Emily M. LeproustCEO2.3K sh$158KSellJun 8Paula GreenSVP of Human Resources884 sh$62KSellJun 8Dennis ChoSee Remarks402 sh$28K
1–10 of 57
+ 11 other (10 exempts · 1 gift) in window

See when $TWST insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

S-3ASRAuto-shelf registrationJun 18S-3ASR
AI summary

Twist Bioscience Corporation filed an S-3ASR (automatic shelf registration) on June 18, 2026, registering an indeterminate aggregate amount of securities — common stock, preferred stock, debt securities, warrants, subscription rights, and units — for potential future offering on a delayed basis. As an ASR filer, the registration became effective immediately upon filing. No specific dollar amount or use of proceeds is disclosed; this is a standard shelf refresh giving Twist flexible capital-raising capacity. Not immediately dilutive, but provides the legal framework for future public offerings at Twist's discretion.

8-KUnregistered equity saleFeb 178-K — Item 3.02: Unregistered equity sale · Item 8.01: Other event
8-KShareholder voteFeb 68-K — Item 5.07: Shareholder vote
+ 17 other (9 13Gs · 3 10-Qs · 2 earnings 8-Ks · 2 UPLOADs) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Artisan Mid Cap Fund Q2 2026 Performance Reviewseekingalpha.com·3d agoTwist Bioscience to Report Fiscal 2026 Third Quarter Financial Results on Monday, August 3, 2026businesswire.com·3d agoOzempic Linked To Lower Risk Of Violence In New Studyforbes.com·31d agoTwist Bioscience Director Sold 12,000 Shares. Here's What That Means for Investors.fool.com·36d agoTwist Bioscience (TWST) Surges 9.3%: Is This an Indication of Further Gains?zacks.com·36d ago

In themes

Explore the broader themes this ticker is being talked about under.

Gene Editing & CRISPR

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