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Added to YB: 2026-01-23

Pitch date: 2026-01-21

TWST [bullish]

Twist Bioscience Corporation

+18.86%

current return

Author Info

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Company Info

Twist Bioscience Corporation manufactures and sells synthetic DNA-based products. The company offers synthetic genes and gene fragments used in product development for therapeutics, diagnostics, chemicals/materials, food/agriculture, data storage, and various applications within academic research by biotech, pharma, industrial chemical, and agricultural companies, as well as academic labs; Oligo pools used in targeted NGS, CRISPR gene editing, mutagenesis experiments, DNA origami, DNA computing, data storage in DNA, and other applications; and immunoglobulin G proteins for customers focused on the pursuit of drug discovery and development.

Market Cap

$3.0B

Pitch Price

$44.16

Price Target

64.00 (+22%)

Dividend

N/A

EV/EBITDA

-32.93

P/E

-38.66

EV/Sales

7.47

Sector

Biotechnology

Category

growth

Show full summary:
The Mid-Cap Biotech Powering Modern Biology - Twist Bioscience Corporation

TWST: Silicon-based DNA synthesis platform enabling parallel production vs traditional sequential methods. Record $376.6M FY25 revenue (+20% YoY), 11 consecutive quarters sequential growth. 50.7% gross margin, improving EBITDA trajectory toward breakeven FY26. NHS-Galleri trial results early 2026 could validate multi-cancer detection demand. Risk-weighted target ~$64/share (+54% upside from $41.44) on platform re-rating potential.

Read full article (6 min)