TWST

Twist Bioscience Corporation (TWST) | Rumor.io

Twist Bioscience

TWST

Attention (50-day avg)0.02%

Attention rank (50-day avg)#317

Bullish sentiment (50-day avg)82%

Price to earnings ratio-138.2

Market capitalization11.9B

Earnings per share-2.23

Dividend yield (TTM)—

Revenue (annual)376.6M

Net income (annual)-77.7M

Social

What share of all stock conversation is about TWST?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% -0.02	0.02% -0.02	0.01% 0	0% +0

Sep 25

Twist Bioscience Corporation's $TWST stock has seen a strong trend momentum, gaining over 100% in nine weeks with continued buying interest.
The company is described as becoming the "wet lab cloud" for AI drug discovery through its partnership with Amazon's Bio Discovery, allowing researchers to generate protein sequences and send them to Twist for DNA synthesis and purification.
Twist Bioscience Corporation's stock has experienced a significant price expansion, with returns exceeding 350% YTD, and some analysts consider the stock a "super-strong bull" with a 470% 9-month upside opportunity.

Generated by AI

Sentiment

Of the messages about TWST that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	100% 0	78.12% +4.25	76.66% -17.74	93.58% +11.6
Bearish	0% 0	21.88% -4.25	23.34% +17.74	6.42% -11.6

Bullish· Feb 2

Twist Bioscience Corporation's Q1 2026 earnings exceeded expectations, with record revenue of $103.7 million and a 52.0% gross margin.
The company raised its FY2026 revenue guidance to $435M-$440M, above prior guidance and ahead of the $431.7M consensus.
$TWST has significant growth potential, driven by its focus on AI + genomics, functional interpretation of non-coding DNA, and design-heavy biology, with a strong risk/reward profile compared to peers.

Bearish· Nov 18

Twist Bioscience Corporation's Q4 2021 quality control issue may have a lasting impact on the company's performance.
The company's revenue growth and guidance suggest it is receiving increasing orders from core accounts, but this may not be enough to offset past issues.
Twist Bioscience Corporation's DNA storage capabilities and R&D progress have been questioned, with some investors expressing concerns about the company's credibility and management.

Generated by AI

Topics

Of the messages about TWST that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	0%	89.81%	35.22%	47.51%
Technical Analysis	0%	7.64%	58.44%	30.11%
Macro	100%	2.55%	0.92%	4.08%
Earnings	0%	0%	0.13%	10.11%
Controversies	0%	0%	5.28%	3.62%
Analysts	0%	0%	0%	4.57%

Earnings· Feb 2

Twist Bioscience Corporation's Q1 2026 revenue rose 17% year-over-year to $103.7 million, beating its own guidance.
The company's net loss narrowed to $30.5 million, and it raised its full fiscal year 2026 revenue guidance to $435-$440 million.
Twist Bioscience also reiterated its Q4 FY26 adjusted EBITDA breakeven target, indicating focus on profitability.

Analysts· Feb 5

JP Morgan downgraded Twist Bioscience to Underweight from Neutral with a $100 price target, citing valuation concerns.
JPMorgan analyst Tycho Peterson downgraded Twist Bioscience, citing the company's slow growth and structurally challenged business model.
Robert W. Baird raised Twist Bioscience's price target to $200, maintaining an Outperform rating after the company's recent earnings.

Announcements· Feb 2

Twist Bioscience Corporation reported Q1 2026 results with revenue of $103.7 million, a 17% year-over-year increase, and beat its own guidance.
The company raised fiscal 2026 revenue guidance to $435-440 million and expects to achieve adjusted EBITDA breakeven in Q4.
Twist Bioscience's stock price rose by 7.0% on the revenue beat and raised guidance, with the company's current price at $41.07 and analyst consensus at a moderate buy with a target price of $46.50.

Generated by AI

Community

Of the messages about TWST, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	50%	43.3%	67.69%	63.37%
Newcomers	50%	56.7%	32.31%	36.63%

Regulars· Sep 24

The regulars are focused on the stock's price performance, with some taking profits and others letting their shares ride, expecting further growth.
The Twist Bioscience Corporation's stock has run ahead of its business fundamentals, but the direction is correct and the company's future prospects are promising, particularly in the gene editing space.
The regulars are optimistic about the stock's potential, with some even joking about it becoming a 10-bagger, and are anticipating a continued upward trend in the coming days.

Newcomers· Sep 24

The focus on $TWST is its recent price action, with several posts noting new highs, overbought indications, and potential for a short-term top.
Newcomers to discussing $TWST are interested in its potential for day trading, with some posts highlighting its ability to move higher and others noting its potential for a nice move up in the daily chart.
There is a mix of opinions on $TWST's long-term prospects, with some users expressing skepticism about its value, while others believe its market cap is undervalued.

Generated by AI

News

Twist Bioscience: Don't Confuse A Short Squeeze With An AI Revolution (NASDAQ:TWST)

Twist Bioscience surged on multiple expansion and AI hype, not fundamentals; AI revenue looks limited and valuation rich. Click for this TWST stock update.

1d agoSeeking Alpha

Twist Bioscience Stock Hits New High, Then Retreats: What's Happening? - Twist Bioscience (NASDAQ:TWST)

Twist Bioscience shares are trading lower Friday, pulling back after touching a fresh 52-week high near $192 earlier in the session.

4d agoBenzinga

Twist Bioscience Stock Jumped 16% Thursday. Leerink Says Anthropic Made It Happen.

5d agoYahoo Finance

Also Discussed

Investors talking about TWST also mention

#	Name	Attention
1	Beam Therapeutics IncBEAM	0.02%+0.02
2	Pacific Biosciences of California, Inc. Common StockPACB	0%0
3	10x Genomics Inc. Class A Common StockTXG	0%-0.02
4	Ginkgo Bioworks Holdings, Inc. Class A Common StockDNA	0.02%new
5	CRISPR Therapeutics AGCRSP	0%0
6	Veracyte, Inc.VCYT	0%new
7	Intellia Therapeutics, Inc.NTLA	0%+0
8	NVTA - Invitae Corporation	——
9	Personalis Inc.PSNL	0%-0.01
10	NSTG - NanoString Technologies, Inc.	——

Twist Bioscience Corporation

Healthcare
Biotechnology

Twist Bioscience Corporation is a synthetic biology company that develops and sells DNA-based products for research and commercial applications. Twist Bioscience Corporation’s portfolio includes synthetic genes, gene fragments, oligonucleotide pools, and antibody libraries used in therapeutic discovery, diagnostics, agriculture, industrial biotechnology, and academic research. The company also supports advanced workflows such as targeted next-generation sequencing, CRISPR gene editing, mutagenesis, and DNA data storage. Its proprietary semiconductor-based DNA synthesis platform is designed to produce high-quality synthetic DNA at scale, helping customers move from design to experimentation more efficiently. Twist Bioscience Corporation serves biotechnology, pharmaceutical, industrial, and academic customers across multiple regions, making it an important supplier in the life sciences tools and synthetic biology market.

Website

Location

681 Gateway Boulevard

South San Francisco, CA, 94080

United States

Social

What share of all stock conversation is about TWST?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% -0.02	0.02% -0.02	0.01% 0	0% +0

Sep 25

Twist Bioscience Corporation's $TWST stock has seen a strong trend momentum, gaining over 100% in nine weeks with continued buying interest.
The company is described as becoming the "wet lab cloud" for AI drug discovery through its partnership with Amazon's Bio Discovery, allowing researchers to generate protein sequences and send them to Twist for DNA synthesis and purification.
Twist Bioscience Corporation's stock has experienced a significant price expansion, with returns exceeding 350% YTD, and some analysts consider the stock a "super-strong bull" with a 470% 9-month upside opportunity.

Generated by AI

Sentiment

Of the messages about TWST that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	100% 0	78.12% +4.25	76.66% -17.74	93.58% +11.6
Bearish	0% 0	21.88% -4.25	23.34% +17.74	6.42% -11.6

Bullish· Feb 2

Twist Bioscience Corporation's Q1 2026 earnings exceeded expectations, with record revenue of $103.7 million and a 52.0% gross margin.
The company raised its FY2026 revenue guidance to $435M-$440M, above prior guidance and ahead of the $431.7M consensus.
$TWST has significant growth potential, driven by its focus on AI + genomics, functional interpretation of non-coding DNA, and design-heavy biology, with a strong risk/reward profile compared to peers.

Bearish· Nov 18

Twist Bioscience Corporation's Q4 2021 quality control issue may have a lasting impact on the company's performance.
The company's revenue growth and guidance suggest it is receiving increasing orders from core accounts, but this may not be enough to offset past issues.
Twist Bioscience Corporation's DNA storage capabilities and R&D progress have been questioned, with some investors expressing concerns about the company's credibility and management.

Generated by AI

Topics

Of the messages about TWST that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	0%	89.81%	35.22%	47.51%
Technical Analysis	0%	7.64%	58.44%	30.11%
Macro	100%	2.55%	0.92%	4.08%
Earnings	0%	0%	0.13%	10.11%
Controversies	0%	0%	5.28%	3.62%
Analysts	0%	0%	0%	4.57%

Earnings· Feb 2

Twist Bioscience Corporation's Q1 2026 revenue rose 17% year-over-year to $103.7 million, beating its own guidance.
The company's net loss narrowed to $30.5 million, and it raised its full fiscal year 2026 revenue guidance to $435-$440 million.
Twist Bioscience also reiterated its Q4 FY26 adjusted EBITDA breakeven target, indicating focus on profitability.

Analysts· Feb 5

JP Morgan downgraded Twist Bioscience to Underweight from Neutral with a $100 price target, citing valuation concerns.
JPMorgan analyst Tycho Peterson downgraded Twist Bioscience, citing the company's slow growth and structurally challenged business model.
Robert W. Baird raised Twist Bioscience's price target to $200, maintaining an Outperform rating after the company's recent earnings.

Announcements· Feb 2

Twist Bioscience Corporation reported Q1 2026 results with revenue of $103.7 million, a 17% year-over-year increase, and beat its own guidance.
The company raised fiscal 2026 revenue guidance to $435-440 million and expects to achieve adjusted EBITDA breakeven in Q4.
Twist Bioscience's stock price rose by 7.0% on the revenue beat and raised guidance, with the company's current price at $41.07 and analyst consensus at a moderate buy with a target price of $46.50.

Generated by AI

Community

Of the messages about TWST, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	50%	43.3%	67.69%	63.37%
Newcomers	50%	56.7%	32.31%	36.63%

Regulars· Sep 24

The regulars are focused on the stock's price performance, with some taking profits and others letting their shares ride, expecting further growth.
The Twist Bioscience Corporation's stock has run ahead of its business fundamentals, but the direction is correct and the company's future prospects are promising, particularly in the gene editing space.
The regulars are optimistic about the stock's potential, with some even joking about it becoming a 10-bagger, and are anticipating a continued upward trend in the coming days.

Newcomers· Sep 24

The focus on $TWST is its recent price action, with several posts noting new highs, overbought indications, and potential for a short-term top.
Newcomers to discussing $TWST are interested in its potential for day trading, with some posts highlighting its ability to move higher and others noting its potential for a nice move up in the daily chart.
There is a mix of opinions on $TWST's long-term prospects, with some users expressing skepticism about its value, while others believe its market cap is undervalued.

Generated by AI

Twist Bioscience

Social

Sep 25

Bullish· Feb 2

Bearish· Nov 18

Earnings· Feb 2

Analysts· Feb 5

Announcements· Feb 2

Regulars· Sep 24

Newcomers· Sep 24

Twist Bioscience: Don't Confuse A Short Squeeze With An AI Revolution (NASDAQ:TWST)

Twist Bioscience SVP Dennis Cho sells $57,590 in company stock

Twist Bioscience SVP Paula Green sells $48,654 in common stock

Twist Bioscience CEO Emily Leproust sells $279,183 in stock

Twist Bioscience Stock Hits New High, Then Retreats: What's Happening? - Twist Bioscience (NASDAQ:TWST)

Twist Bioscience Stock Jumped 16% Thursday. Leerink Says Anthropic Made It Happen.

Also Discussed

Twist Bioscience Corporation

Company Information

Location

Twist Bioscience: Don't Confuse A Short Squeeze With An AI Revolution (NASDAQ:TWST)

Twist Bioscience SVP Dennis Cho sells $57,590 in company stock

Twist Bioscience SVP Paula Green sells $48,654 in common stock

Twist Bioscience CEO Emily Leproust sells $279,183 in stock

Twist Bioscience Stock Hits New High, Then Retreats: What's Happening? - Twist Bioscience (NASDAQ:TWST)

Twist Bioscience Stock Jumped 16% Thursday. Leerink Says Anthropic Made It Happen.

Also Discussed

Social

Sep 25

Bullish· Feb 2

Bearish· Nov 18

Earnings· Feb 2

Analysts· Feb 5

Announcements· Feb 2

Regulars· Sep 24

Newcomers· Sep 24