Leerink Partnrs Has Strong Forecast for TWST FY2025 Earnings

Key Points

• Leerink Partnrs has improved its FY2025 EPS estimate for Twist Bioscience to ($2.12) per share, up from a previous estimate of ($2.24).
• The company recently reported earnings of ($0.47) per share, surpassing analysts' expectations of ($0.54), with revenue of $96.06 million.
• Multiple analysts have adjusted their price targets for Twist Bioscience, with estimates ranging widely from $33.00 to $50.00, leading to a consensus rating of "Moderate Buy."

Twist Bioscience Corporation (NASDAQ:TWST - Free Report) - Research analysts at Leerink Partnrs raised their FY2025 EPS estimates for Twist Bioscience in a note issued to investors on Monday, August 4th. Leerink Partnrs analyst P. Souda now forecasts that the company will post earnings of ($2.12) per share for the year, up from their prior forecast of ($2.24). 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 Q4 2025 earnings at ($0.46) EPS, Q2 2026 earnings at ($0.43) EPS, Q3 2026 earnings at ($0.36) EPS, Q4 2026 earnings at ($0.32) EPS, FY2026 earnings at ($1.55) EPS and FY2027 earnings at ($1.13) EPS.

Twist Bioscience (NASDAQ:TWST - Get Free Report) last issued its quarterly earnings results on Monday, August 4th. The company reported ($0.47) EPS for the quarter, topping the consensus estimate of ($0.54) by $0.07. The firm had revenue of $96.06 million during the quarter, compared to analyst estimates of $95.52 million. Twist Bioscience had a negative net margin of 23.51% and a negative return on equity of 29.03%.

A number of other research firms also recently commented on TWST. Guggenheim reiterated a "buy" rating and set a $50.00 price objective on shares of Twist Bioscience in a research note on Tuesday, May 6th. Robert W. Baird lowered their target price on shares of Twist Bioscience from $54.00 to $44.00 and set an "outperform" rating on the stock in a research note on Tuesday, May 6th. Evercore ISI set a $46.00 price objective on shares of Twist Bioscience in a research report on Monday, August 4th. The Goldman Sachs Group decreased their target price on shares of Twist Bioscience from $55.00 to $48.00 and set a "buy" rating for the company in a report on Tuesday, May 6th. Finally, Cowen reiterated a "buy" rating on shares of Twist Bioscience in a report on Monday, August 4th. One analyst has rated the stock with a sell rating, one has assigned a hold rating and nine have issued a buy rating to the company. According to data from MarketBeat.com, Twist Bioscience presently has an average rating of "Moderate Buy" and an average price target of $49.40.

Twist Bioscience Stock Up 5.5%

Shares of TWST stock traded up $1.42 on Thursday, hitting $27.06. The stock had a trading volume of 926,302 shares, compared to its average volume of 1,143,179. Twist Bioscience has a 52-week low of $24.28 and a 52-week high of $55.33. The company has a debt-to-equity ratio of 0.03, a quick ratio of 3.60 and a current ratio of 3.90. The firm has a market capitalization of $1.63 billion, a price-to-earnings ratio of -18.69 and a beta of 2.36. The stock's 50 day moving average is $34.47 and its 200-day moving average is $37.89.

Institutional Investors Weigh In On Twist Bioscience

Several hedge funds and other institutional investors have recently modified their holdings of the stock. ARK Investment Management LLC grew its stake in shares of Twist Bioscience by 2.5% in the second quarter. ARK Investment Management LLC now owns 6,400,441 shares of the company's stock worth $235,472,000 after acquiring an additional 158,846 shares during the last quarter. Vanguard Group Inc. grew its stake in shares of Twist Bioscience by 1.0% in the first quarter. Vanguard Group Inc. now owns 5,867,459 shares of the company's stock worth $230,356,000 after acquiring an additional 60,276 shares during the last quarter. William Blair Investment Management LLC grew its stake in shares of Twist Bioscience by 2.6% in the second quarter. William Blair Investment Management LLC now owns 3,906,604 shares of the company's stock worth $143,724,000 after acquiring an additional 99,737 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its stake in shares of Twist Bioscience by 186.1% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 2,442,262 shares of the company's stock worth $95,883,000 after acquiring an additional 1,588,587 shares during the last quarter. Finally, Geode Capital Management LLC grew its stake in shares of Twist Bioscience by 0.3% in the second quarter. Geode Capital Management LLC now owns 1,424,377 shares of the company's stock worth $52,410,000 after acquiring an additional 4,438 shares during the last quarter.

Insider Activity at Twist Bioscience

In other news, CFO Adam Laponis sold 2,449 shares of Twist Bioscience stock in a transaction that occurred on Wednesday, July 9th. The shares were sold at an average price of $38.15, for a total value of $93,429.35. Following the transaction, the chief financial officer owned 103,569 shares of the company's stock, valued at $3,951,157.35. This trade represents a 2.31% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, COO Patrick John Finn sold 1,877 shares of Twist Bioscience stock in a transaction that occurred on Wednesday, May 21st. The shares were sold at an average price of $29.75, for a total transaction of $55,840.75. Following the completion of the transaction, the chief operating officer directly owned 240,783 shares in the company, valued at approximately $7,163,294.25. This represents a 0.77% decrease in their position. The disclosure for this sale can be found here. Over the last quarter, insiders have sold 13,109 shares of company stock valued at $425,962. 3.01% of the stock is currently owned by corporate insiders.

About Twist Bioscience

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.