Twist Bioscience Corp (TWST) is a revolutionary biotechnology company that focuses on the development and commercialization of disruptive synthetic DNA technologies. Its groundbreaking synthetic DNA technologies and strategies can be utilized in various ways, such as to produce potent genetic drugs, disease prevention strategies, and even improving food crop yield.
The company, listed on NASDAQ, was founded in 2013 in San Francisco, California, United States, with its main corporate objective being to create sustainable and scalable solutions for breakthroughs in health, sustainability, and other areas relevant to life.
Twist Bioscience Corp creates synthetic DNA by writing it onto a silicon chip. This process enables the cost-effective and rapid production of synthetic DNA sequences. Subsequently, the synthesized DNA is utilized to formulate data solutions and DNAs for the research concerning a wide range of industries such as pharmaceuticals, biotech, industrial chemicals, and data storage.
The company offers high-quality synthetic DNA and RNA products for clinical research. Its advanced drug discovery techniques include target discovery, validation, assay development, and optimization. They also provide biopharma products including antibodies to facilitate better understanding of diseases, and discovery of effective treatments.
Additionally, Twist Bioscience Corp also caters to the industrial biotechnology industry with their bio-based chemicals which are sustainable alternatives to petroleum-based products. They focus on producing high-performance bioplastics and biofuels that are better for the environment.
A notable development in their data storage segment is the DNA data storage, which is an innovative technology that utilizes DNA to store digital data. This method could potentially offer more compact storage methods and longer lifespans than traditional storage solutions.
Twist Biosciences Corp. is led by CEO and co-founder Emily Leproust, Ph.D., a well-respected industry veteran who previously worked as a director at Agilent Technologies and holds over 50 patents. Under her leadership, the company emphasizes a culture of scientific rigor and integrity and aims to disrupt the status quo in biotechnology and foster innovation in DNA synthesis.
The company’s mission is to provide synthetic DNA products and solutions that accelerate advancements in health and sustainability. Through its cutting-edge technologies, Twist Bioscience is transforming industries and pushing the boundaries of what is possible in biotechnology. Despite being a relatively young company, it has positioned itself as a significant player in its field thanks to its progressive, forward-thinking approach and commitment to scientific integrity and innovation.
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Twist Bioscience reported strong Q4 2026 results with revenue up 28% year-over-year to $126.6 million, exceeding initial full-year guidance. The company achieved positive adjusted EBITDA of $2.2 million and saw significant growth in AI-enabled drug discovery revenue, which increased by 175% to $59.1 million. Twist Bioscience is expanding its manufacturing capacity and capabilities, with plans to invest $150 million in capital expenditures over fiscal 2027 and 2028, and forecasts fiscal 2027 revenue between $550 million and $560 million.
Shares of Twist Bioscience (TWST) declined in premarket trading despite reporting Q4 FY26 results that surpassed Street forecasts. The synthetic biology company's stock fell due to an underwhelming fiscal 2027 guidance provided alongside its earnings report. The company achieved $126.6M in revenue for the quarter.
Twist Bioscience (TWST) has launched Twist MRD Express, a new product for personalized molecular residual disease testing in cancer research, further expanding its oncology tools. Despite this, the stock has recently lost momentum, with a 17.3% decline over 30 days, although it boasts a strong 307.93% year-to-date return. Analysts believe TWST is undervalued by about 21% with a fair value of $168.25, while a sales-based valuation suggests it is expensive.
Twist Bioscience (NASDAQ: TWST) shares plunged following a report from The Bear Cave, owned by Hunterbrook Media, which suggested the company's stock valuation is inflated compared to its fundamentals and rivals. The report highlighted that despite being an "ordinary lab supplier," Twist trades at a premium, faces significant competition, and questioned if a past 95% stock value drop could recur. The stock was down over 10% following the report.
Twist Bioscience (TWST) has launched two new products, Twist MRD Express and Twist Express Screening Antibodies, which are designed to accelerate cancer diagnostics and drug discovery. The company's stock has seen an 8.73% increase in one day, reaching US$140.30, despite a 25.64% drop over the last 30 days. Analysts suggest the company may be 17% undervalued, with a fair value of $168.25, while acknowledging risks related to unproven profitability and a concentrated customer base.