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TWTWST

Twist Bioscience Corporation

$TWST·$12B·Biotechnology·Healthcare
$152.05-2.3%YTD+466.0%1Y+363.7%
Price updated 6h ago·X counts updated 4d ago
TWTWST
$TWSTTwist Bioscience Corporation
$152.05-2.31%374 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $TWST on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

374X posts · last 7 days
Sep 21Oct 4
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $TWST's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-10-02

Twist Bioscience is bullish ahead of the October 4 equity-lockup expiry after the $345M additional offering — the stock has already advanced 90% since the offering, with influencer scorecards showing a +43.7% move in a week ($127.22 → $182.83). The structural thesis: "$TWST owns the factory, delivery is the next scarce complement" in the biotech supply chain. The lone cautious note is the general "biotech degrossing phase" observation.

Read what X is saying about $TWST

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $TWST — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Driven by hypeCooling offAI verdict · as of 2026-10-03

Catching its breath after a run — could pick back up or fade from here.

DNA-synthesis platform in a 466% YTD rip — now the lockup clears and the market has to decide if the factory moat holds.

Twist Bioscience is a synthetic-DNA factory whose silicon-chip-based production platform has become the lower-cost alternative in a market that keeps expanding (bio, agriculture, data storage, AI drug design). The 2026 run has been one of the biggest in biotech.

  • The P&L is growing but still unprofitable: last quarter revenue grew 19% YoY to $111M at a -41% operating margin with EPS of -$0.71 (a 10% miss against estimates) — this is a company still spending to scale the factory before the margin leverage really arrives.
  • The near-term technical risk is the Oct 4 lockup expiry: after a $345M additional offering, the lockup window is the kind of concentrated supply event that can give back a chunk of the move; the stock sits at 93% of its 52-week range and 145% above the 200-day, so it has plenty of air to let out.

The structural bull case — 'Twist owns the factory, delivery is the next scarce complement' — still holds, which keeps the archetype hot-momentum rather than broken. Nov 13 earnings is the real reset: a 30%+ revenue beat with margin trajectory improving is what stabilizes post-lockup; another miss plus more insider selling confirms the cooling trajectory.

Agrees with X sentimentThe 'biotech degrossing' cautious note alongside the structural bullish factory-moat read is honest. I'd weight the lockup-and-margin risk a bit more than the thread does — 466% YTD is where setups get fragile.

What to watch: Nov 13 Q4 earnings and lockup supply absorption — revenue growth, gross margin trajectory, and FY27 revenue guide. A 25%+ growth with gross-margin improvement is the trigger; another miss plus lockup pressure extends the cooling.

On the calendar: 2026-11-13 — Q4 earnings

lockup overhanghigh momentum

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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 Biotechnology sits in its cycle right now — and what that implies for $TWST.

Biotechnology · Healthcare

No material change from last week — mRNA oncology platform remains the structural driver.

What this means for $TWST

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

Top industry ETF

$IBBiShares Biotechnology ETF
+18.2%YTD
+31.9%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
Q2 2026Aug 3, 2026$-0.56$-0.51-10.6%
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%
Next earningsFri, Nov 13·consensus EPS $-0.39

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$456.4M$456.1M – $456.5M-$2.16-$2.22 – -$2.028
FY27$545.1M$540.6M – $551.3M-$1.36-$1.40 – -$1.278
FY28$639.4M$583.4M – $667.3M-$0.88-$1.50 – -$0.499
FY29$794.9M$756.1M – $813.5M$0.27$0.25 – $0.286
FY30$963.3M$916.3M – $985.9M$1.41$1.32 – $1.457

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.1.7×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.66%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.+6.9%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.+90.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

β2.195-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

SellOct 5Emily M. LeproustCEO4.5K sh$919KSellOct 2Adam LaponisCFO8.1K sh$1.5MSellOct 2Paula GreenSVP of Human Resources10.1K sh$1.9MSellOct 2Finn Patrick JohnCOO25.7K sh$4.9MSellOct 2Emily M. LeproustCEO45.7K sh$8.6MSellOct 2Dennis ChoSee Remarks9.5K sh$1.8MSellOct 2Robert F. WernerChief Accounting Officer1.5K sh$280KSellOct 1Emily M. LeproustCEO655 sh$131KSellSep 24Emily M. LeproustCEO5.2K sh$923KSellSep 21Dennis ChoSee Remarks348 sh$58K
1–10 of 76
+ 13 other (12 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
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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

8-KPress release / Reg FDAug 198-K — Item 7.01: Press release / Reg FD
AI summary

Twist Bioscience disclosed that Anthropic published a blog post on August 18, 2026 announcing results from a multi-arm AI protein design campaign using Claude Opus 4.8 and Mythos Preview against 15 targets, naming Twist Bioscience as an independent evaluator to produce and test these AI-designed proteins for binding at scale. Strategically significant positioning: Twist is named as Anthropic's production partner for AI-designed protein manufacturing, reinforcing Twist's role at the intersection of synthetic biology and AI-driven drug discovery.

8-KMaterial agreementAug 58-K — Item 1.01: Material agreement · Item 7.01: Press release / Reg FD
AI summary

TWST (TWST) entered into a material agreement with a counterparty on 2026-08-05, involving $96.00 . Other items: Item 7.01. close on or about August 6, 2026, subject to customary closing conditions. This is a material definitive agreement (Item 1.01) requiring immediate disclosure under SEC rules. Investors should review the agreement terms for financial obligations, dilution, or strategic implications.

424B5Prospectus supplement (offering)Aug 5424B5
AI summary

TWST (TWST) filed a prospectus supplement (Form 424B5) on 2026-08-05 for an immediate offering of 3,125,000 Shares $99.44 per share, raising approximately $99.44 . Use of proceeds: USE OF PROCEEDS ​ ​ ​ ​ S-12 ​ ​ DILUTION ​ ​ ​ ​ S-13 ​ ​ DIVIDEND POLICY ​ ​ ​ ​ S-15 ​ ​ MATERIAL U. This is dilutive capital activity happening now — new shares will be issued. Investors should assess pricing relative to market and stated use of proceeds to evaluate dilution impact.

424B5Prospectus supplement (offering)Aug 4424B5
AI summary

TWST (TWST) filed a prospectus supplement (Form 424B5) on 2026-08-04 for an immediate offering of shares $101.06 per share, raising approximately $250,000,000 . Use of proceeds: USE OF PROCEEDS ​ ​ ​ ​ S-12 ​ ​ DILUTION ​ ​ ​ ​ S-13 ​ ​ DIVIDEND POLICY ​ ​ ​ ​ S-15 ​ ​ MATERIAL U. This is dilutive capital activity happening now — new shares will be issued. Investors should assess pricing relative to market and stated use of proceeds to evaluate dilution impact.

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.

+ 16 other (11 13Gs · 2 10-Qs · 2 earnings 8-Ks · 1 routine 8-K) in window

Recent news

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

Head to Head Survey: Quantum-Si (NASDAQ:QSI) versus Twist Bioscience (NASDAQ:TWST)defenseworld.net·23h agoTwist Bioscience (NASDAQ:TWST) Stock Falls 9.7% Following Insider Sellingdefenseworld.net·3d agoThe Top HealthTech Questions Landing on Our Desksetftrends.com·9d agoTwist Bioscience Stock Hits New High, Then Retreats: What's Happening?benzinga.com·14d ago3 Analysts, 3 Trades to Make Todayinvestorplace.com·16d ago

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Voices on X · last 7 days

No standout posts about $TWST on X in the last 7 days.

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