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TWTWST

Twist Bioscience Corporation

Hot onWhy it's trendingX chatter spiked vs its recent normStrong bullish X conversationBacked by solid revenue growth
$TWST·$7.2B·Medical - Diagnostics & Research·Healthcare
$140.96-3.2%YTD+213.4%1Y+450.0%
Mentions · last 7 days
2026-08-16: 23 posts2026-08-17: 22 posts2026-08-18: 13 posts2026-08-19: 154 posts2026-08-20: 37 posts2026-08-21: 32 posts2026-08-22: 87 posts368+8%
Price updated 2m ago·X counts updated 2d ago
TWTWST
$TWSTTwist Bioscience Corporation
$140.96-3.18%368 posts+8%
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 2026-08-22

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

AI-bio infrastructure with the Anthropic protein-design deal — insider selling in size as the stock hits fresh highs.

Twist Bioscience makes synthetic DNA — the plumbing that AI-bio drug discovery, protein engineering, and gene therapy pipelines all depend on. It's the picks-and-shovels play on the AI-designed molecule wave.

  • The Anthropic AI-protein deal is the fresh catalyst: Twist tested Anthropic's AI-designed proteins with 40% target-binding versus 3.7% for the human-designed baseline — a >10x lift that reframes Twist as the AI-bio infrastructure layer, and the reason the tape has run 340% since the Deep Dive publication.
  • Growth is real and expanding: revenue grew 19% year-over-year to $111M last quarter at 52% gross margin — the AIxBio buying is what's carrying that growth rate and could accelerate into the FY27 consensus of $530M.
  • The Scorpion Capital short is the honest counter: the short thesis is that Twist's synthetic-biology customer base is thin and the AI-protein-design narrative is fragile — a real risk on a stock at 100% of its 52-week range and 46% above the 50-day.
  • The insider signal is heavy and specific: officer Patrick Finn sold $9.2M on Aug 18, CEO Emily Leproust exercised at $26.66 and sold $2.5M, plus director Katryn Blake $275K — that's $12M+ of executive monetization into fresh all-time highs, which is a real supply signal.

The stock is up 450% over the last twelve months and sitting at fresh highs — this is a hot-momentum name with fundamentals catching up to a stretched valuation. The Nov 13 earnings print needs revenue growth to hold above 20% and specific AIxBio customer disclosures (Anthropic revenue, other AI-bio names). A miss on AIxBio revenue or continued insider selling above $150 would extend the cool; a beat plus a named second AI-bio partnership breaks the tape higher toward $200. This is a trade that has worked; be careful about paying up here.

Agrees with X sentimentThe X 'SNDK of biotech at the DNA-synthesis bottleneck' framing is well-anchored — Twist really is the picks-and-shovels play, and the Anthropic 10x binding-affinity number is a real technical anchor. The Scorpion Capital short dismissal deserves more airtime; a $9.2M officer sale by Finn plus $2.5M by the CEO says the internal signal is more mixed than the bull framing suggests.

What to watch: Q1 FY27 earnings Nov 13: revenue growth needs to hold above 20% and specific AIxBio customer disclosures. A miss on AIxBio revenue or another officer sale above $150 would extend the cool below $130.

On the calendar: 2026-11-13 — Q1 FY2027 earnings

X sentiment

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

Bullish sentiment30 posts analyzed · as of 2026-08-22

Twist Bioscience chatter is decisively bullish on the Anthropic partnership tailwind — TWST up 340-443% off Investor Day and callers celebrating 5-6-bagger prints since October. Twist made 1,260 self-designed DNA strands that hit target 40% of the time vs 3.7% for human experts, framed as a design-to-days revolution. Bears cite Scorpion Capital going short arguing Twist was 'hired to manufacture and test Claude-designed proteins' rather than entering a strategic partnership, but the tape leans bullish and biotech shorts got crushed alongside ARCT, IOVA, NTLA, FDMT, CRSP.

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; partial earnings exposure to medical - diagnostics & research demand dynamics through its product portfolio.

Industry benchmark

21-name peer basket
+27.1%YTD
+73.2%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 $-0.44

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-$2.10-$2.17 – -$2.027
FY27$524.1M$516.4M – $531.4M-$1.40-$1.43 – -$1.377
FY28$613.2M$608.8M – $617.5M-$0.86-$1.58 – -$0.299
FY29$733.8M$714.7M – $746.0M$0.36$0.35 – $0.377
FY30$868.5M$845.9M – $883.0M$1.38$1.33 – $1.418

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.1.2×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.100%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.+45.6%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.+145.5%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 today3.0% 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.β2.165-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

SellAug 18Finn Patrick JohnCOO78.4K sh$9.2MSellAug 12Katryn BlakeDirector2.2K sh$275KSellAug 12Emily M. LeproustCEO20.0K sh$2.5MSellAug 10Emily M. LeproustCEO113.3K sh$14.2MSellAug 7Robert ChessDirector18.4K sh$2.0MSellAug 5Dennis ChoSee Remarks14.2K sh$1.6MSellAug 3Finn Patrick JohnCOO2.9K sh$246KSellAug 3Paula GreenSVP of Human Resources1.1K sh$97KSellAug 3Emily M. LeproustCEO5.1K sh$435KSellAug 3Robert F. WernerChief Accounting Officer167 sh$14K
1–10 of 60
+ 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-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.

+ 18 other (11 13Gs · 3 10-Qs · 2 earnings 8-Ks · 1 UPLOAD) in window

Recent news

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

Twist Biosciences: AI-Driven Rally Or Short Squeeze? I'm Neutral (For Now)seekingalpha.com·4d agoTwist Bioscience Stock Resilient Despite Scorpion Capital Short Reportbenzinga.com·5d agoThe Biggest IPO of the Year Is Targeted in the Next 60 Days. Why One Unexpected Industry Could Rally Before Then (Hint: It’s Not Tech)247wallst.com·13d agoIs Twist Bioscience Corp (TWST) Overvalued After 6.0% Rally? GF Value Says Overvaluedgurufocus.com·17d agoTwist Bioscience (NASDAQ:TWST) Shares Up 10.3% After Analyst Upgradedefenseworld.net·19d ago

In themes

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

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