Leerink Partnrs Analysts Raise Earnings Estimates for TWST

Key Points

• Leerink Partners analysts have raised their Q1 2026 earnings estimate for Twist Bioscience from ($0.44) to ($0.43) per share, with a full-year forecast of ($2.12) per share.
• Twist Bioscience reported a Q3 earnings per share of ($0.47), outperforming analysts' expectations and generating $96.06 million in revenue.
• Institutional investors have shown interest, with significant stake increases from firms like UBS AM, which grew its stake by 186.1% in the first quarter.

Twist Bioscience Corporation (NASDAQ:TWST - Free Report) - Equities researchers at Leerink Partnrs lifted their Q1 2026 earnings estimates for Twist Bioscience in a research note issued to investors on Monday, October 13th. Leerink Partnrs analyst P. Souda now expects that the company will post earnings of ($0.43) per share for the quarter, up from their prior estimate of ($0.44). The consensus estimate for Twist Bioscience's current full-year earnings is ($2.12) per share. Leerink Partnrs also issued estimates for Twist Bioscience's Q2 2026 earnings at ($0.46) EPS, Q3 2026 earnings at ($0.38) EPS, Q4 2026 earnings at ($0.34) EPS, FY2026 earnings at ($1.60) EPS and FY2027 earnings at ($1.26) EPS.

Twist Bioscience (NASDAQ:TWST - Get Free Report) last announced its earnings results on Monday, August 4th. The company reported ($0.47) earnings per share (EPS) for the quarter, beating analysts' consensus estimates of ($0.54) by $0.07. The company had revenue of $96.06 million during the quarter, compared to analysts' expectations of $95.52 million. Twist Bioscience had a negative net margin of 23.51% and a negative return on equity of 29.03%. Twist Bioscience has set its FY 2025 guidance at EPS. Q4 2025 guidance at EPS.

Other equities analysts have also recently issued reports about the company. Barclays dropped their price objective on Twist Bioscience from $45.00 to $40.00 and set an "overweight" rating on the stock in a research note on Thursday, October 2nd. Cowen restated a "buy" rating on shares of Twist Bioscience in a research report on Monday, August 4th. Evercore ISI reduced their target price on Twist Bioscience from $46.00 to $42.00 and set an "outperform" rating on the stock in a research note on Tuesday, October 7th. Finally, Weiss Ratings reaffirmed a "sell (d-)" rating on shares of Twist Bioscience in a research note on Wednesday, October 8th. Nine investment analysts have rated the stock with a Buy rating, one has given a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat, Twist Bioscience has an average rating of "Moderate Buy" and a consensus target price of $48.50.

Twist Bioscience Price Performance

Twist Bioscience stock opened at $32.04 on Thursday. The stock has a market capitalization of $1.93 billion, a price-to-earnings ratio of -22.10 and a beta of 2.38. Twist Bioscience has a 52-week low of $24.07 and a 52-week high of $55.33. The stock's 50 day moving average price is $27.82 and its two-hundred day moving average price is $32.44. The company has a debt-to-equity ratio of 0.03, a quick ratio of 3.60 and a current ratio of 3.90.

Insiders Place Their Bets

In related news, CAO Robert F. Werner sold 2,041 shares of the firm's stock in a transaction that occurred on Monday, October 6th. The stock was sold at an average price of $32.19, for a total transaction of $65,699.79. Following the completion of the sale, the chief accounting officer directly owned 46,413 shares of the company's stock, valued at approximately $1,494,034.47. This trade represents a 4.21% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO Adam Laponis sold 2,517 shares of the firm's stock in a transaction that occurred on Thursday, October 9th. The stock was sold at an average price of $32.92, for a total value of $82,859.64. Following the sale, the chief financial officer directly owned 91,525 shares of the company's stock, valued at $3,013,003. This represents a 2.68% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last three months, insiders sold 64,368 shares of company stock worth $2,036,204. 3.01% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently added to or reduced their stakes in TWST. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its stake in Twist Bioscience by 186.1% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 2,442,262 shares of the company's stock valued at $95,883,000 after purchasing an additional 1,588,587 shares during the last quarter. Farther Finance Advisors LLC grew its stake in Twist Bioscience by 18.5% during the 1st quarter. Farther Finance Advisors LLC now owns 6,435 shares of the company's stock valued at $251,000 after purchasing an additional 1,006 shares during the last quarter. Strs Ohio purchased a new stake in Twist Bioscience during the 1st quarter valued at about $711,000. GAMMA Investing LLC grew its stake in Twist Bioscience by 68.1% during the 1st quarter. GAMMA Investing LLC now owns 748 shares of the company's stock valued at $29,000 after purchasing an additional 303 shares during the last quarter. Finally, Wealth Enhancement Advisory Services LLC purchased a new stake in Twist Bioscience during the 1st quarter valued at about $396,000.

Twist Bioscience Company Profile

Twist Bioscience Corporation engages in the manufacture and sale of synthetic DNA-based products. The company offers synthetic genes and gene fragments used in product development for therapeutics, diagnostics, chemicals/materials, food/agriculture, data storage, and various applications within academic research by biotech, pharma, industrial chemical, and agricultural companies, as well as academic labs; Oligo pools used in targeted NGS, CRISPR gene editing, mutagenesis experiments, DNA origami, DNA computing, data storage in DNA, and other applications; and immunoglobulin G proteins for customers focused on the pursuit of drug discovery and development.

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