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
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)