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TWST

BEARISH
$62.61 Live
Twist Bioscience Corporation · NASDAQ
Target $52.56 (-16.1%)
$23.3 52W Range $65.1

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Apr 22, 2026
Market cap
$3.84B
P/E
N/A
ROE
-16.8%
Profit margin
-19.6%
Debt/Equity
0.25
Dividend yield
N/A

AI Analysis

AI-powered fundamental assessment

Confidence
85%
Twist Bioscience exhibits severe fundamental weakness, highlighted by a critical Piotroski F-Score of 1/9, indicating poor financial health and operational inefficiency. While the stock has experienced a massive short-term price surge, it currently trades at $62.61, significantly above the analyst target price of $52.56. The company has never achieved profitability and continues to incur significant losses, as confirmed by its 10-K filings. Despite strong liquidity ratios and healthy gross margins, the combination of bearish insider selling and a lack of earnings makes the current valuation speculative.

Key Strengths

Strong gross margin of 51.62% indicating a viable core product
High liquidity with a current ratio of 3.78
Low leverage with a Debt/Equity ratio of 0.25
Consistent revenue growth (16.90% YoY)
Strong track record of beating quarterly earnings estimates (3/4 last 4 quarters)

Key Risks

Critical financial health (Piotroski F-Score 1/9)
History of net losses in every period with no certainty of profitability
Significant overvaluation relative to analyst target price ($62.61 vs $52.56)
Heavy reliance on a single-source supplier for critical DNA synthesis components
Bearish insider sentiment with 18 sell transactions and 0 buys in 6 months
AI Fair Value Estimate
Based on comprehensive analysis
$50.0
-20.1% below current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
26
Weak
Value
15
Future
55
Past
40
Health
20
Dividend
0
AI Verdict
Speculative / High Risk
Key drivers: Extreme divergence between price and fundamentals, Critical Piotroski F-Score, Negative operating margins, Bearish insider activity
Confidence
90%
Value
15/100

P/E is N/A; Forward P/E is negative (-33.21), rendering traditional value metrics inapplicable.

Positives
No standout positives identified.
Watchpoints
  • P/S ratio of 9.80 is excessive for a non-profitable firm
  • P/B ratio of 8.41 indicates high premium
  • Current price exceeds analyst target price
Future
55/100

Revenue growth is positive at 16.9%, but EPS growth remains negative or negligible.

Positives
  • Steady revenue growth
  • Disruptive synthetic DNA technology potential
Watchpoints
  • No clear path to profitability
  • Intense industry competition
Past
40/100

Short-term momentum is strong, but long-term performance is poor.

Positives
  • Recent 1-year price return of +81.2%
Watchpoints
  • 5-year change is -53.5%
  • Consistent history of net losses
Health
20/100

While not at immediate risk of bankruptcy due to cash/low debt, operational health is failing.

Positives
  • Low Debt/Equity
  • Strong Current Ratio
Watchpoints
  • Piotroski F-Score of 1/9 is a major red flag
  • Negative ROE and ROA
Dividend
0/100

Dividend Yield: N/A

Positives
No standout positives identified.
Watchpoints
  • No dividend paid
  • No history of payouts

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$62.61
Analyst Target
$52.56
Upside/Downside
-16.1%

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for TWST and closest competitors.

Updated 2026-04-21
TWS
Twist Bioscience Corporation
Primary
5Y
-53.5%
3Y
+355.4%
1Y
+81.2%
6M
+87.5%
1M
+40.7%
1W
+9.1%
ALH
Alignment Healthcare, Inc.
Peer
5Y
+11.0%
3Y
+93.4%
1Y
+42.7%
6M
+17.5%
1M
-12.9%
1W
-6.7%
IND
Indivior Pharmaceuticals, Inc.
Peer
5Y
+218.1%
3Y
+75.0%
1Y
+241.6%
6M
+28.4%
1M
-7.0%
1W
+0.2%
TMD
TransMedics Group, Inc.
Peer
5Y
+298.9%
3Y
+27.5%
1Y
+29.0%
6M
-5.7%
1M
-0.7%
1W
-0.2%
IRT
iRhythm Holdings, Inc.
Peer
5Y
+43.4%
3Y
-13.2%
1Y
+16.6%
6M
-34.6%
1M
-3.7%
1W
-1.3%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Historical Performance Trends

Long-term financial metrics and growth patterns

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

P/E Ratio
N/A
Forward P/E
-33.21
PEG Ratio
N/A
P/B Ratio
8.41
P/S Ratio
9.8
EV/Revenue
9.59
EV/EBITDA
-33.29
Market Cap
$3.84B

Profitability

Profit margins and return metrics

Profit Margin -19.56%
Operating Margin -31.73%
Gross Margin 51.62%
ROE -16.79%
ROA -13.49%

Growth

Revenue and earnings growth rates

Revenue Growth +16.9%
Earnings Growth N/A
Q/Q Revenue Growth +16.89%
Q/Q Earnings Growth N/A

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity
0.25
Low debt
Current Ratio
3.78
Strong
Quick Ratio
3.08
Excellent
Cash/Share
$3.23

Financial Statement Flow

Interactive flow visualization showing how money moves through the company Q4 2025

Revenue
$0.1B
Gross Margin
52.0%
Op. Margin
-31.9%
Net Margin
-29.4%
Total Assets
$0.6B
Liabilities
$0.2B
Equity
$0.5B
Debt/Equity
0.40x
Operating CF
$-0.0B
CapEx
$-0.0B
Free Cash Flow
$-0.0B
FCF Yield
140%

Quarterly Earnings History

EPS performance vs analyst estimates

2026-05-04
$N/A
2026-02-02
$-0.5
+3.9% surprise
2025-11-14
$-0.45
+10.0% surprise
2025-08-04
$-0.47
+18.1% surprise

Healthcare Sector Comparison

Comparing TWST against 502 companies in the Healthcare sector (29 bullish, 154 neutral, 319 bearish)
Return on Equity (ROE)
-16.79%
This Stock
vs
-94.61%
Sector Avg
-82.2% (Below Avg)
Profit Margin
-19.56%
This Stock
vs
-15.81%
Sector Avg
+23.7% (Superior)
Debt to Equity
0.25
This Stock
vs
2.86
Sector Avg
-91.3% (Less Debt)
Revenue Growth
16.9%
This Stock
vs
136.45%
Sector Avg
-87.6% (Slower)
Current Ratio
3.78
This Stock
vs
4.65
Sector Avg
-18.8% (Weaker)

Similar Companies

Peer comparison within the same industry

Recent Insider Trading

Insider buy and sell transactions from the last 6 months

LAPONIS ADAM
Chief Financial Officer
Sell
2026-04-14
3,000 shares · $165,000
LAPONIS ADAM
Chief Financial Officer
Sell
2026-04-09
2,597 shares · $129,562
STAROVASNIK MELISSA A
Director
Sell
2026-04-01
1,000 shares · $51,000
LEPROUST EMILY M
Chief Executive Officer
Sell
2026-03-20
1,742 shares · $76,276
GREEN PAULA
Officer
Sell
2026-03-20
297 shares · $13,005
CHO DENNIS
Officer
Sell
2026-03-20
354 shares · $15,500
CHESS ROBERT BRUCE
Director
Sell
2026-03-17
10,000 shares · $470,000
CHESS ROBERT BRUCE
Director
Option Exercise
2026-03-17
10,000 shares · $118,900
LEPROUST EMILY M
Chief Executive Officer
Sell
2026-03-06
2,423 shares · $112,490
GREEN PAULA
Officer
Sell
2026-03-06
935 shares · $43,408
WERNER ROBERT F.
Officer
Sell
2026-03-06
246 shares · $11,421
CHO DENNIS
Officer
Sell
2026-03-06
425 shares · $19,731
FINN PATRICK JOHN
President
Sell
2026-02-23
4,294 shares · $200,572
LEPROUST EMILY M
Chief Executive Officer
Sell
2026-02-23
7,205 shares · $336,544
GREEN PAULA
Officer
Sell
2026-02-23
1,465 shares · $68,430
Insider transactions can signal confidence or concerns about company prospects

SEC Filings

Recent regulatory filings from the SEC EDGAR database

8-K
FORM 8-K
2026-02-17

Twist Bioscience Corporation filed an 8-K likely announcing its fiscal year-end financial results.

8-K
8-K
2026-02-06

Twist Bioscience Corporation filed an 8-K on February 6, 2026, likely to announce its quarterly or annual financial results.

10-Q
10-Q
2026-02-02

Twist Bioscience (TWST) filed its 10-Q on February 2, 2026. The provided excerpt does not contain specific financial highlights but notes the inclusion of risk factors under Item 1A.

8-K
8-K
2026-02-02

Twist Bioscience Corporation likely reported its fourth quarter and full-year financial results for 2025.

8-K
8-K
2026-01-12
DEF 14A
DEF 14A
2026-01-06

Twist Bioscience Corporation (TWST) filed a definitive proxy statement on January 6, 2026, providing shareholders with necessary information to vote on corporate matters at its upcoming meeting.

10-K
10-K
2025-11-17

TWST has incurred net losses in every period to date and expects to continue incurring significant losses, with no certainty of achieving profitability. The company faces substantial risks related to its dependence on disruptive synthetic DNA technology, intense industry competition, and a reliance on a limited number of large customers.

8-K
8-K
2025-11-14
8-K
8-K
2025-08-06

Twist Bioscience Corporation (TWST) filed an 8-K on August 6, 2025, likely to announce its second-quarter financial results.

10-Q
10-Q
2025-08-04

Twist Bioscience (TWST) filed its 10-Q report on August 4, 2025. The filing includes a section on risk factors under Item 1A, although specific financial highlights and detailed risk descriptions were not provided in the available excerpt.

8-K
8-K
2025-08-04
8-K
FORM 8-K
2025-05-05
10-Q
10-Q
2025-05-05
8-K
FORM 8-K
2025-02-11
10-Q
10-Q
2025-02-03
Data sourced from SEC EDGAR. AI summaries generated automatically.

Wall Street Analysts

Professional analyst ratings and price targets

Consensus
STRONG_BUY
9 analysts
Barclays
2026-04-14
Maintains
Overweight Overweight
Evercore ISI Group
2026-04-06
Maintains
Outperform Outperform
Guggenheim
2026-03-30
Maintains
Buy Buy
Evercore ISI Group
2026-02-03
Maintains
Outperform Outperform
Barclays
2026-02-03
Maintains
Overweight Overweight
Guggenheim
2026-01-26
Maintains
Buy Buy
TD Cowen
2026-01-08
Maintains
Buy Buy
Barclays
2025-12-15
Maintains
Overweight Overweight
Barclays
2025-11-17
Maintains
Overweight Overweight
Stephens & Co.
2025-11-04
init
Overweight

Past News Coverage

Recent headlines mentioning TWST from our newsroom.

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