Twist Bioscience logo Key Points All three director nominees—Keith Crandell, Jan Johannessen and Trynka Shineman Blake—were duly elected; the non‑binding advisory vote approving executive compensation was approved, and stockholders ratified Ernst & Young LLP as auditor for fiscal 2026. Proxies representing 56,260,506 shares (about 91.81%) were received, constituting a quorum with a record date of December 26, 2025, and a full vote tally will be filed on Form 8‑K within four business days. The annual ...

Core Insights - Twist Bioscience Corporation reported first-quarter sales of $103.70 million, a 17% year-over-year increase, surpassing both Wall Street expectations and management guidance [1] - The company aims for profitability through consistent revenue growth, maintaining gross margins above 50%, and disciplined spending to invest in scalable growth opportunities [2] - Fiscal 2026 sales guidance was raised from $425 million-$435 million to $435 million-$440 million, exceeding the consensus estimate of $431.39 million [3] Analyst Ratings - Barclays analyst Luke Sergott maintained an Overweight rating on Twist Bioscience and increased the price target from $39 to $50 [4] - Evercore ISI Group analyst Vijay Kumar maintained an Outperform rating and raised the price target from $42 to $52 [4]

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...

We came across a bullish thesis on Twist Bioscience Corporation on Clinical Catalysts’s Substack. In this article, we will summarize the bulls’ thesis on TWST. Twist Bioscience Corporation's share was trading at $41.58 as of January 29th. 30 Funniest Science Jokes, Puns, and Humor Quotes Ever Pixabay/Public Domain Twist Bioscience Corporation manufactures and sells synthetic DNA-based products. TWST has built a differentiated position through its silicon-based DNA synthesis technology, which enables hig ...

Revenue and Growth - Revenue for the three months ended December 31, 2025, increased by 16.9% to $103.7 million from $88.7 million, driven by growth in NGS Applications and DNA Synthesis and Protein Solutions revenues [106]. - The number of genes shipped increased by 32.2% to approximately 271,000 genes for the three months ended December 31, 2025, compared to approximately 205,000 genes for the same period in 2024 [115]. - Total revenues from DNA synthesis and protein solutions were $51.1 million, accounting for 49% of total revenues, while NGS applications generated $52.6 million, accounting for 51% [110]. Financial Performance - Gross margin improved to 52.0% from 48.3%, primarily due to increased revenues and cost savings from process improvements [112]. - Net loss for the three months ended December 31, 2025, was $30.5 million, a slight improvement from a net loss of $31.6 million for the same period in 2024 [105]. Cash Flow and Investments - Cash, cash equivalents, and short-term investments totaled $197.9 million as of December 31, 2025 [105]. - Net cash used in operating activities increased to $24.8 million for the three months ended December 31, 2025, compared to $21.4 million for the same period in 2024 [125]. - Net cash used in operating activities was $24.8 million for the three months ended December 31, 2025, primarily due to a net loss of $30.5 million, adjusted for non-cash items including depreciation and amortization of $6.2 million and stock-based compensation of $13.3 million [126]. - Net cash used in investing activities was $9.9 million during the three months ended December 31, 2025, consisting of purchases of property and equipment totaling $10.0 million [128]. - Net cash provided by financing activities was $0.3 million in the three months ended December 31, 2025, from the exercise of stock options [129]. Expenses - Research and development expenses decreased by 20% to $17.1 million for the three months ended December 31, 2025, compared to $21.3 million for the same period in 2024 [118]. - Selling, general and administrative expenses increased by 24% to $69.7 million for the three months ended December 31, 2025, compared to $56.2 million for the same period in 2024 [119]. Market and Risk - The company has no off-balance sheet arrangements [130]. - There were no changes to critical accounting policies and estimates during the three months ended December 31, 2025 [133]. - The company's exposure to market risk has not changed materially since September 30, 2025 [135].

Twist Bioscience Corporation (NASDAQ:TWST) on Monday posted first-quarter 2026 results of a loss of 50 cents per share, in line with the Wall Street expectations.Sales reached $103.70 million, up 17% year over year, beating the consensus of $102.72 million, and the management guidance of $100 million-$101 million.Adjusted EBITDA loss for the quarter was $13.4 million compared to a loss of $16.3 million a year ago.The company shipped products to approximately 2,538 customers in the first quarter of 2026, com ...

If you are interested in keeping up to date with stocks making moves within the biotech, pharma and healthcare industries, and understanding the key trends and catalysts driving valuations ahead of the market, why not subscribe to my weekly newsletter via my Investing Group, Haggerston BioHealth ?Edmund Ingham is a biotech consultant. He has been covering biotech, healthcare, and pharma for over 5 years, and has put together detailed reports of over 1,000 companies. He leads the investing group Haggerston B ...

Laponis reported that DNA synthesis and protein solutions (DSPS) revenue increased to $51.1 million , up 27% year over year , and said the growth was driven by customers pursuing AI-enabled discovery. Leproust said the company had booked more than $25 million in orders tied specifically to AI discovery in fiscal 2025, describing those orders as “backloaded,” with some orders received in the fourth quarter shipping in the first quarter. In response to analyst questions, she said customers with large orders i ...

U.S. equities are showing resilience in midday trading on Monday, February 2nd, 2026, as major indexes staged a notable rebound from earlier declines. After a volatile overnight session and a soft start to the week, the market found its footing, with investors digesting a mix of corporate news, shifting commodity prices, and an eye towards a busy economic calendar ahead. The midday momentum suggests a market striving to snap a recent losing streak, driven by specific sector strength and a cautious optimism. ...

Twist Bioscience (TWST) came out with a quarterly loss of $0.5 per share versus the Zacks Consensus Estimate of a loss of $0.48. This compares to a loss of $0.53 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -5.26%. A quarter ago, it was expected that this maker of synthetic DNA for the biotechnology industry would post a loss of $0.4 per share when it actually produced a loss of $0.45, delivering a surprise of -12.5%.Over t ...