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TWTWST

Twist Bioscience Corporation

$TWST·$7.2B·Medical - Diagnostics & Research·Healthcare
$139.00-1.7%YTD+213.4%1Y+429.7%
Mentions · last 7 days
2026-08-22: 87 posts368+31%
Price updated 8h ago·X counts updated 9d ago
TWTWST
$TWSTTwist Bioscience Corporation
$139.00-1.68%368 posts+31%
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 hypeCooling offAI verdict · as of 2026-08-30

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

AI-driven DNA synthesis got a real Anthropic proof-point — the tape has already 5x'd and today's -7.6% is the digestion.

Twist Bioscience makes synthetic DNA that pharma and biotech customers use for protein design, antibody discovery, and genomics workflows. The stock has 5.8x'd from around $25 to $146 over twelve months, and today's -7.6% is a check on how tightly that run is priced against the underlying revenue curve.

  • Revenue is scaling cleanly: quarterly revenue moved from $96M / $99M / $104M / $111M, gross margin at 52%, quarterly EPS printed $0.34 / $-0.45 / $-0.50 / $-0.71 — analysts model $446M and $-2.10 EPS for the fiscal year, so at $141 the stock is priced at roughly 16x forward revenue for a business that's still not GAAP-profitable.
  • The AI-adjacency proof point is real and specific: Twist disclosed via 8-K that Anthropic published results from a multi-arm AI protein design campaign using Claude — that's an on-the-record enterprise-AI customer credit for Twist's synthetic-DNA workflow, and it changes the ownership-conversation the sell-side has been having.
  • The bear side is legitimate too: Scorpion Capital published a short report the equity absorbed, and analysts are openly debating whether this is a real AI-driven rally or a short-squeeze — that's the honest tension in the setup, and today's tape is the market chewing on it.

A Nov 13 fiscal Q4 print that carries revenue growth and adds explicit AI-customer commentary extends the tape; a soft print, another short report, or a lock-up-adjacent selling event on the S-3 shelf is what turns 'cooling' into a real reset.

Agrees with X sentimentX's bullish framing is well-anchored on the Anthropic protein-design credit, which is a real customer signal; the sample is missing the Scorpion Capital short report, which is a fair adversarial view to keep in mind.

What to watch: The Nov 13 fiscal Q4 print — revenue growth, AI-customer commentary, and any commentary on the S-3 shelf. A soft print or another short report is what caps the run.

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

X sentiment

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

Bullish sentiment12 posts analyzed · as of 2026-08-30

The mood is bullish on Twist Bioscience — bulls frame it as the pick-and-shovel of AI drug discovery, with Claude-designed binders validating on Twist's high-throughput silicon DNA platform and biopharma programs moving from "tens of candidates" to hundreds or thousands across many targets. Chartists cheer an "extremely bullish" breakout of the 2022 base, and one holder ran a 3% starter at ~$25 to $146 today. Countering: Cathie Wood was a net seller ($3.5M of TWST) and one shortseller notes it is "expensive as hell here."

Read the AI verdict + X sentiment for $TWST

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  • 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

Diagnostic testing volumes are normalizing post-COVID elevated baseline; liquid biopsy and genomic sequencing are the structural growth areas. Reimbursement rate changes (CMS updates) are the primary margin risk for established lab businesses.

What this means for $TWST

Partial — semiconductor exposure exists but product mix may not fully align with the AI capex driver; Twist Bioscience Corporation operates as a leading synthetic biology firm, speci.

Industry benchmark

21-name peer basket
+27.1%YTD
+57.8%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.88%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.+29.0%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.+121.5%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 today3.2% 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 19Dennis ChoSee Remarks14.2K sh$1.8MSellAug 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$435K
1–10 of 61
+ 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.

+ 17 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.

Brandywine Managers LLC Invests $2.16 Million in Twist Bioscience Corporation $TWSTdefenseworld.net·7d ago90,053 Shares in Twist Bioscience Corporation $TWST Acquired by Deutsche Bank AGdefenseworld.net·8d agoTwist Biosciences: AI-Driven Rally Or Short Squeeze? I'm Neutral (For Now)seekingalpha.com·12d agoTwist Bioscience Stock Resilient Despite Scorpion Capital Short Reportbenzinga.com·13d 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·21d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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