Twist Bioscience (NASDAQ:TWST) Stock Price Down 5.3% on Disappointing Earnings

Key Points

• Twist Bioscience shares fell 5.3% after reporting Q2 EPS of ($0.71), missing the consensus of ($0.54), even though revenue of $110.7M slightly beat estimates.
• Management raised Q3 and FY‑2026 revenue guidance and launched a new “Complex Genes” offering targeting nucleic‑acid therapeutics and AI‑driven protein design, which supports near‑term top‑line growth.
• Profitability remains pressured with a negative net margin and ROE, insiders have recently sold shares, and analysts are mixed but maintain an overall “Moderate Buy” consensus with an average price target near $47.

Twist Bioscience Corporation (NASDAQ:TWST - Get Free Report) fell 5.3% during trading on Monday following a dissappointing earnings announcement. The company traded as low as $56.01 and last traded at $57.1820. 813,023 shares changed hands during trading, a decline of 38% from the average session volume of 1,320,109 shares. The stock had previously closed at $60.40.

The company reported ($0.71) earnings per share (EPS) for the quarter, missing the consensus estimate of ($0.54) by ($0.17). Twist Bioscience had a negative return on equity of 27.16% and a negative net margin of 19.56%.The firm had revenue of $110.72 million during the quarter, compared to the consensus estimate of $107.64 million. Twist Bioscience's quarterly revenue was up 19.3% compared to the same quarter last year.

Key Stories Impacting Twist Bioscience

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

• Positive Sentiment: Revenue beat and raised revenue outlook — Q2 revenue rose ~19% y/y to ~$110.7M, above consensus, and management updated Q3 and FY‑2026 revenue guidance above Street estimates, which supports near‑term top‑line growth expectations. Twist Bioscience Announces Fiscal 2026 Second Quarter Financial Results
• Positive Sentiment: Product expansion could drive addressable market — Twist launched “Complex Genes” as an early access offering for long and complex sequences, targeting growth in nucleic‑acid therapeutics and AI‑driven protein design customers. This can increase revenue per customer over time. Twist Bioscience Expands Clonal Genes Offering to Include Long and Complex Sequences
• Neutral Sentiment: Analyst consensus is constructive but not unanimous — the stock carries an average analyst recommendation of “Moderate Buy,” which provides some support but may limit upside if execution slips. Given Average Recommendation of "Moderate Buy" by Analysts
• Neutral Sentiment: Investor materials posted — the company released the press release, slide deck and conference call transcript for Q2; useful for drilling into customer trends and margin outlook but not an immediate catalyst. Listen to Conference Call / View Press Release
• Negative Sentiment: EPS missed and margins remain pressured — reported EPS was a larger loss than consensus (company and outlets reported misses ranging from ($0.62) to ($0.71) vs. estimates near ($0.54)), with negative net margin and ROE, which spurs concern about near‑term profitability and valuation given the stock’s high beta. Twist Bioscience: Fiscal Q2 Earnings Snapshot TWST Reports Q2 Loss, Beats Revenue Estimates

Wall Street Analysts Forecast Growth

Several brokerages have recently commented on TWST. Guggenheim increased their price objective on Twist Bioscience from $50.00 to $55.00 and gave the company a "buy" rating in a report on Monday, March 30th. Robert W. Baird set a $50.00 price objective on Twist Bioscience in a report on Tuesday, February 3rd. TD Cowen restated a "buy" rating on shares of Twist Bioscience in a research note on Thursday, January 8th. Weiss Ratings restated a "sell (d-)" rating on shares of Twist Bioscience in a research note on Friday, March 27th. Finally, Evercore raised their target price on Twist Bioscience from $42.00 to $52.00 and gave the stock an "outperform" rating in a research note on Tuesday, February 3rd. Seven analysts have rated the stock with a Buy rating and two have assigned a Sell rating to the company. According to data from MarketBeat, the company currently has a consensus rating of "Moderate Buy" and an average price target of $47.13.

Insider Activity at Twist Bioscience

In other Twist Bioscience news, CAO Robert F. Werner sold 7,000 shares of Twist Bioscience stock in a transaction on Wednesday, February 4th. The shares were sold at an average price of $45.65, for a total value of $319,550.00. Following the transaction, the chief accounting officer owned 58,738 shares in the company, valued at $2,681,389.70. This trade represents a 10.65% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, insider Dennis Cho sold 5,000 shares of the firm's stock in a transaction on Wednesday, February 11th. The stock was sold at an average price of $49.93, for a total transaction of $249,650.00. Following the transaction, the insider directly owned 138,581 shares of the company's stock, valued at approximately $6,919,349.33. This represents a 3.48% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 63,220 shares of company stock valued at $3,265,601 in the last ninety days. Company insiders own 3.08% of the company's stock.

Institutional Inflows and Outflows

Several large investors have recently added to or reduced their stakes in the stock. Quarry LP acquired a new position in shares of Twist Bioscience during the 3rd quarter worth $28,000. Smartleaf Asset Management LLC increased its position in Twist Bioscience by 70.6% in the 3rd quarter. Smartleaf Asset Management LLC now owns 1,068 shares of the company's stock valued at $29,000 after acquiring an additional 442 shares in the last quarter. Strs Ohio acquired a new stake in Twist Bioscience in the 1st quarter valued at about $33,000. Strategic Advocates LLC increased its position in Twist Bioscience by 562.7% in the 4th quarter. Strategic Advocates LLC now owns 1,067 shares of the company's stock valued at $34,000 after acquiring an additional 906 shares in the last quarter. Finally, SBI Securities Co. Ltd. grew its position in shares of Twist Bioscience by 68.9% during the 4th quarter. SBI Securities Co. Ltd. now owns 1,400 shares of the company's stock worth $44,000 after buying an additional 571 shares during the period.

Twist Bioscience Stock Performance

The firm's 50-day moving average price is $50.46 and its 200 day moving average price is $41.06. The company has a debt-to-equity ratio of 0.03, a quick ratio of 3.37 and a current ratio of 3.78. The company has a market cap of $3.53 billion, a price-to-earnings ratio of -45.10 and a beta of 2.22.

Twist Bioscience Company Profile

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.