Twist Bioscience (NASDAQ:TWST) Price Target Raised to $65.00

Key Points

• Robert W. Baird raised its price target on Twist Bioscience from $50 to $65 with an "outperform" rating (implying ~15.7% upside), while the sell‑side consensus sits at a Moderate Buy with a $52.44 average target.
• Twist beat Q2 revenue at $110.7M (up ~19% YoY) and raised Q3/FY‑2026 revenue guidance, but EPS missed (loss widened) and profitability remains weak (net margin ~-19.6%, negative ROE).
• Insiders have been selling shares (CEO sold 8,061 shares under a Rule 10b5‑1 plan; 55,751 insider shares sold in the last three months), even as major institutions like ARK, Artisan and William Blair significantly increased their stakes.

Twist Bioscience (NASDAQ:TWST - Get Free Report) had its price target increased by analysts at Robert W. Baird from $50.00 to $65.00 in a research report issued to clients and investors on Tuesday,Benzinga reports. The brokerage currently has an "outperform" rating on the stock. Robert W. Baird's price objective indicates a potential upside of 15.68% from the stock's previous close.

TWST has been the subject of a number of other reports. Evercore boosted their price target on shares of Twist Bioscience from $42.00 to $52.00 and gave the stock an "outperform" rating in a research note on Tuesday, February 3rd. Weiss Ratings reissued a "sell (d-)" rating on shares of Twist Bioscience in a research note on Friday, March 27th. Leerink Partners raised shares of Twist Bioscience from a "market perform" rating to an "outperform" rating and set a $70.00 price target for the company in a research note on Tuesday. TD Cowen reissued a "buy" rating on shares of Twist Bioscience in a research note on Thursday, January 8th. Finally, Barclays reissued an "overweight" rating and set a $65.00 price target on shares of Twist Bioscience in a research note on Monday. Eight investment analysts have rated the stock with a Buy rating and two have given a Sell rating to the company's stock. Based on data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and a consensus price target of $52.44.

Twist Bioscience Trading Down 7.0%

Shares of NASDAQ TWST opened at $56.19 on Tuesday. The company has a current ratio of 3.78, a quick ratio of 3.37 and a debt-to-equity ratio of 0.03. The company has a market cap of $3.45 billion, a PE ratio of -43.90 and a beta of 2.22. The company has a 50-day moving average of $50.46 and a two-hundred day moving average of $41.06. Twist Bioscience has a 1-year low of $23.30 and a 1-year high of $66.06.

Twist Bioscience (NASDAQ:TWST - Get Free Report) last posted its quarterly earnings results on Monday, May 4th. The company reported ($0.71) earnings per share for the quarter, missing analysts' consensus estimates of ($0.49) by ($0.22). The business had revenue of $110.72 million for the quarter, compared to the consensus estimate of $107.64 million. Twist Bioscience had a negative return on equity of 27.16% and a negative net margin of 19.56%.The company's quarterly revenue was up 19.3% on a year-over-year basis. During the same period last year, the firm earned ($0.66) earnings per share. As a group, equities analysts expect that Twist Bioscience will post -1.86 earnings per share for the current fiscal year.

Insider Transactions at Twist Bioscience

In other Twist Bioscience news, CEO Emily M. Leproust sold 8,061 shares of the company's stock in a transaction that occurred on Wednesday, April 22nd. The shares were sold at an average price of $65.29, for a total value of $526,302.69. Following the completion of the sale, the chief executive officer owned 858,887 shares of the company's stock, valued at approximately $56,076,732.23. This represents a 0.93% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Melissa A. Starovasnik sold 500 shares of the company's stock in a transaction that occurred on Monday, April 27th. The shares were sold at an average price of $61.83, for a total transaction of $30,915.00. Following the completion of the sale, the director directly owned 25,222 shares of the company's stock, valued at $1,559,476.26. The trade was a 1.94% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders have sold 55,751 shares of company stock valued at $2,917,695. Corporate insiders own 3.08% of the company's stock.

Institutional Investors Weigh In On Twist Bioscience

Several large investors have recently bought and sold shares of the company. ARK Investment Management LLC increased its stake in Twist Bioscience by 12.4% in the fourth quarter. ARK Investment Management LLC now owns 7,559,495 shares of the company's stock valued at $239,787,000 after purchasing an additional 832,687 shares in the last quarter. Artisan Partners Limited Partnership increased its stake in Twist Bioscience by 26.7% in the third quarter. Artisan Partners Limited Partnership now owns 6,410,900 shares of the company's stock valued at $180,403,000 after purchasing an additional 1,349,867 shares in the last quarter. William Blair Investment Management LLC increased its stake in Twist Bioscience by 43.7% in the fourth quarter. William Blair Investment Management LLC now owns 5,954,429 shares of the company's stock valued at $188,874,000 after purchasing an additional 1,812,146 shares in the last quarter. EdgePoint Investment Group Inc. increased its stake in Twist Bioscience by 31.7% in the fourth quarter. EdgePoint Investment Group Inc. now owns 5,377,991 shares of the company's stock valued at $170,590,000 after purchasing an additional 1,295,672 shares in the last quarter. Finally, State Street Corp increased its stake in Twist Bioscience by 17.4% in the fourth quarter. State Street Corp now owns 3,627,818 shares of the company's stock valued at $115,074,000 after purchasing an additional 538,755 shares in the last quarter.

Key Headlines Impacting Twist Bioscience

Here are the key news stories impacting Twist Bioscience this week:

• Positive Sentiment: Revenue beat and solid top-line growth: Q2 revenue was $110.7M, up ~19% year-over-year and above consensus, supporting demand for Twist’s DNA‑synthesis products driven in part by AI-related customers. TWST Q2 revenue beat (Zacks)
• Positive Sentiment: Raised revenue outlook: Twist updated Q3 and FY‑2026 revenue guidance above Street expectations (Q3: ~$114–115M; FY: ~$442–447M), implying continued demand and helping the growth story. Press release with guidance (Business Wire)
• Positive Sentiment: Product expansion could broaden TAM: Launch of "Complex Genes" (early access) targets longer and more complex sequences, which may increase addressable demand from AI‑driven protein design and therapeutics customers. Complex Genes launch (Business Wire)
• Neutral Sentiment: Conference call and details available: Management provided prepared remarks and slides (transcript/slide deck available) — useful for assessing cadence of organic growth, customer mix and margin roadmap but not immediately decisive. Earnings call transcript (Seeking Alpha)
• Negative Sentiment: EPS missed and loss widened: Reported EPS was a loss (various reports show -$0.62 to -$0.71), missing consensus and reflecting a wider loss versus prior year, which pressured the stock despite the revenue beat. Loss widened (Benzinga)
• Negative Sentiment: Profitability remains weak: Negative net margin (~-19.6%) and negative ROE, with sell‑side models forecasting further FY losses — these metrics increase sensitivity to execution and make the stock vulnerable to near‑term multiple compression. Metrics and analyst context (MarketBeat)

About Twist Bioscience

Twist Bioscience Corporation is a synthetic biology company specializing in the development and commercialization of DNA-based products and solutions. Founded in 2013 and headquartered in South San Francisco, California, the company has pioneered a proprietary silicon-based DNA synthesis platform designed for high-throughput production of synthetic genes and oligonucleotides. Twist leverages semiconductor manufacturing techniques to enable precise, scalable synthesis of DNA at speeds and volumes unattainable with traditional methods.

At the core of Twist's offering is its proprietary platform that automates the synthesis of custom DNA fragments, gene libraries, and long oligonucleotides.

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