Twist Bioscience (NASDAQ:TWST) Releases Quarterly Earnings Results, Misses Estimates By $0.22 EPS

Twist Bioscience (NASDAQ:TWST) announced its quarterly earnings results on Monday. The company reported ($0.71) EPS for the quarter, missing the consensus estimate of ($0.49) by ($0.22), Briefing.com reports. Twist Bioscience had a negative return on equity of 27.16% and a negative net margin of 19.56%.The business had revenue of $110.72 million for the quarter, compared to analyst estimates of $107.64 million. During the same quarter last year, the company earned ($0.66) EPS. The business’s revenue for the quarter was up 19.3% compared to the same quarter last year.

Here are the key takeaways from Twist Bioscience’s conference call:

• Twist reported Q2 revenue of $110.7M (+19% YoY), 13th consecutive quarter of sequential revenue growth, gross margin of 51.6%, and reiterated the target to reach adjusted EBITDA breakeven in Q4 FY2026.
• DNA synthesis & protein solutions grew 28% YoY, driven by AI-enabled drug discovery demand and validated by a new wet-lab partnership with Amazon Bio Discovery and collaborations with MSK and Johns Hopkins.
• NGS applications revenue grew 12% YoY (9% sequentially) with particular strength in oncology diagnostics and MRD panels, and management expects NGS to drive H2 sequential growth and return to ~20% growth by Q4.
• Management is improving manufacturing acceptance rates (targeting ~99.5% of Clonal Genes and ~99.9% of all DNA products), a change expected to capture more orders, expand wallet share, and strengthen competitive differentiation.
• Operating expenses rose to $95.8M as the company invested in commercial and digital capabilities, adjusted EBITDA remained a $13.3M loss (albeit improved), a ~$17.1M securities settlement produced a $7.2M Q2 charge, and cash fell to $171.7M, indicating near-term cash and expense pressure.

Twist Bioscience Stock Performance

NASDAQ:TWST opened at $56.19 on Tuesday. Twist Bioscience has a 1 year low of $23.30 and a 1 year high of $66.06. The firm’s fifty day simple moving average is $50.46 and its 200 day simple moving average is $41.06. 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 firm has a market capitalization of $3.45 billion, a PE ratio of -43.90 and a beta of 2.22.

Insiders Place Their Bets

In related news, CFO Adam Laponis sold 7,000 shares of the firm’s stock in a transaction on Thursday, February 12th. The shares were sold at an average price of $50.00, for a total value of $350,000.00. Following the transaction, the chief financial officer directly owned 130,031 shares in the company, valued at approximately $6,501,550. This trade represents a 5.11% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, Director Robert Chess sold 10,000 shares of the firm’s stock in a transaction on Tuesday, March 17th. The shares were sold at an average price of $47.00, for a total transaction of $470,000.00. Following the completion of the transaction, the director owned 21,084 shares in the company, valued at $990,948. The trade was a 32.17% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 55,751 shares of company stock worth $2,917,695 in the last ninety days. 3.08% of the stock is owned by insiders.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently bought and sold shares of TWST. ARK Investment Management LLC boosted its holdings in Twist Bioscience by 12.4% in the 4th 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 during the period. EdgePoint Investment Group Inc. boosted its holdings in Twist Bioscience by 31.7% in the 4th 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 during the period. State Street Corp boosted its holdings in Twist Bioscience by 17.4% in the 4th 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 during the period. Millennium Management LLC boosted its holdings in Twist Bioscience by 151.5% in the 3rd quarter. Millennium Management LLC now owns 1,793,850 shares of the company’s stock valued at $50,479,000 after purchasing an additional 1,080,722 shares during the period. Finally, Goldman Sachs Group Inc. boosted its holdings in Twist Bioscience by 4.3% in the 4th quarter. Goldman Sachs Group Inc. now owns 1,696,594 shares of the company’s stock valued at $53,816,000 after purchasing an additional 69,574 shares during the period.

Analyst Upgrades and Downgrades

Several research analysts have recently commented on the stock. Evercore increased 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. Guggenheim increased their price target on shares of Twist Bioscience from $50.00 to $55.00 and gave the stock a “buy” rating in a research note on Monday, March 30th. Robert W. Baird set a $50.00 price target on shares of Twist Bioscience in a research note on Tuesday, February 3rd. Weiss Ratings restated a “sell (d-)” rating on shares of Twist Bioscience in a research note on Friday, March 27th. Finally, Barclays restated an “overweight” rating and set a $65.00 price target on shares of Twist Bioscience in a research note on Monday. Seven research analysts have rated the stock with a Buy rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, Twist Bioscience has an average rating of “Moderate Buy” and a consensus price target of $48.38.

Twist Bioscience News Summary

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.