Twist Bioscience Corporation TWST

Guggenheim lifts Eli Lilly price target to 1,284 from 1,273 and keeps a Buy rating, while sharply boosting Lilly’s Foundayo revenue forecast to 1.8 billion in 2027 and 3.7 billion in 2028 (from 1.2B and 2.4B). Foundayo’s 2026 estimates are kept, but the model assumes a lower price for the 2.5-mg dose for the rest of the year as prescriptions improve. Lilly raises its 2026 revenue guidance to 85–87 billion after strong Q2 momentum driven by volume, offset by price declines. Foundayo prescriptions rose about 8% to roughly 47,500 in the latest week, and Lilly says it now captures over 30% of new US obesity patients, narrowing Wegovy’s lead. Access expands as CVS Caremark coverage begins and major PBMs cover Lilly’s obesity portfolio. Lilly also expands AI-driven drug discovery exposure with Twist Bioscience via TuneLab. The Lilly-Twist TuneLab AI collaboration could meaningfully boost TWST's growth potential, but lack of detail on scope and timing limits confidence.

Twist Bioscience (TWST) trades at 26.6x trailing sales, far above the S&P 500, and the stock’s price hinges on two bets: continued growth and eventual profitability. Revenue rose about 22% per year over the last three years, but operating losses were still about 32% of sales. Management credits AI-enabled drug discovery as the growth driver, noting Q3 2026 drug-developer revenue up 49% to $40.4 million and raising full-year revenue guidance to $456–$457 million. AI revenue is not disclosed, and the size of the AI business remains unclear. The company aims for adjusted EBITDA to break-even in Q4 2026 and stay there through 2027, helped by cost cuts. Yet the timeline and profitability are uncertain, and November guidance for fiscal 2027 will be a key test for the stock's case and the 26.6x sales multiple. Timely break-even of adjusted EBITDA by Q4 2026 and the scale of AI-enabled drug-discovery growth are critical to the stock's upside given the high valuation.

Twist Bioscience stock rose 16% to $184 after Leerink Partners raised its price target to $160 and said Twist is the most important beneficiary of Anthropic’s expanding biology research. Anthropic funds lab testing of 5,000 protein designs using Twist DNA, with Claude analyzing lab data quickly to speed next experiments. Twist’s Q3 revenue was $118.4 million, up 23% year over year, and management lifted fiscal 2026 revenue guidance to $456–$457 million, marking the 14th straight quarter of sequential growth and a forecast for double-digit order growth in AI-enabled drug discovery. Separately, Twist signed a deal with Eli Lilly to feed antibody data into Lilly’s TuneLab platform, reinforcing its role as essential infrastructure for AI drug discovery. Street targets still sit well below the current price, underscoring the market’s positive reception to the news. Twist's role as essential AI-biotech infrastructure with major partnerships and raised guidance signals a meaningful lift in growth trajectory.

Twist Bioscience (TWST) expands its AI drug-discovery exposure through a Lilly TuneLab partnership. Twist will supply antibody characterization data services, contribute to AbLab developability models, and provide high-throughput wet-lab data to train AI systems. TuneLab users can order Twist’s services via TuneLab workflows, generating data that can improve AI-enabled antibody discovery. The agreement positions Twist as a data-generation and antibody-characterization layer in the AI drug-discovery ecosystem and could drive incremental service revenue if adoption grows. However, near-term revenue visibility is limited: no minimum commitments, contract value, or explicit revenue guidance, and no Lilly drug rights or milestone payments. The business impact depends on TuneLab adoption and broader AI-market demand; hedge fund activity around Twist also remains notable. Expands Twist's data-generation footprint in AI drug discovery with potential long-term revenue impact despite limited near-term commitments.

Twist Bioscience (TWST) has surged about 493% over the past year, hitting a new all-time high and earning a 100% Buy technical rating from Barchart as momentum remains strong. Yet the rally comes with warnings: RSI around 72, high short interest near 19%, and consensus price targets well below current levels, signaling potential overextension. Fundamental signals are mixed: market cap about $10.5B, revenue projected to grow about 21% this year but decline next, and earnings expected to rise sharply then dip. Analysts show a mix of ratings, with many Strong Buy/Hold and a notable strong sell target of $113.50, underscoring skepticism about near-term upside. The bottom line advises caution: for holders, consider a stop loss; for new entrants, the current level is not a good entry point given volatility. Extreme year-long rally, overbought RSI, and high short interest imply notable near-term risk despite potential long-term upside.

Twist Bioscience Corporation stock price surged sharply this week on positive developments. Sharp stock rise signals major positive event likely to shift company trajectory and investor sentiment.

Twist Bioscience partners with Lilly on AI drug discovery, pushing TWST shares up 14 percent. Long-term bull case evaluation continues. Lilly AI tie-up marks major strategic advance for Twist drug discovery pipeline and positioning.

TWST stock hits multi-year high while Martin Shkreli calls for short position in Twist Bioscience. Shkreli short call may shift short-term TWST investor sentiment despite recent price highs.

AI integration and next-gen sequencing advancements are strengthening Twist Bioscience Corporation's capabilities and market position. AI and next-gen sequencing technologies drive major strategic gains that can significantly shift company trajectory and investor outlook.

Twist Bioscience joins Lilly TuneLab to advance antibody drug discovery. Partnership aids antibody programs but lacks scale to shift revenue or market position substantially.

Twist Bioscience (TWST) shares rallied on increased DNA demand from AI and pharmaceutical sectors. Rising AI and pharma demand for DNA products strengthens Twist Bioscience revenue outlook and competitive positioning.

Twist Bioscience Corporation released its Q3 2026 earnings call transcript covering financial results, operational updates, and forward guidance. Earnings call provides quarterly results and outlook that can shift short-term investor sentiment and valuation metrics.

Twist Bioscience shares surged 26.3% after a capital raise and raised guidance, even as legal settlement talks proceed, raising questions on whether the bull case has changed. Capital raise and guidance hike directly strengthen Twist Bioscience finances and growth outlook with immediate market impact.

Twist Bioscience Corporation revenue growth reinforces its technology leadership position. Revenue growth strengthens Twist Bioscience Corporation technology leadership and market position.

Twist Bioscience Corporation prices an upsized $300 million public offering of common stock. Upsized $300 million stock offering supplies growth capital yet dilutes shareholders and may pressure near-term share price.

Twist Bioscience Corporation announces a proposed public offering of $250.0 million of common stock. Proposed offering secures capital for operations but increases share count and may pressure stock price.

Twist Bioscience Corporation held its Q3 2026 earnings call covering quarterly financial results, operational updates, and forward guidance. Quarterly earnings provide financial metrics that moderately influence near-term stock movement and sentiment.

Twist Bioscience reports record Q3 2026 revenue in earnings call highlights, citing AI-driven advancements as key growth driver. Record revenue paired with AI initiatives signals major positive shifts in revenue trajectory and competitive positioning.

Twist Bioscience Corporation (TWST) released its fiscal 2026 third quarter financial results. Quarterly earnings releases directly drive stock valuation shifts and investor sentiment.

Twist Bioscience Q3 earnings call highlighted revenue growth, expanded synthetic DNA production capacity, new partnerships, and positive outlook on NGS and synthetic biology demand. Quarterly earnings updates and operational guidance typically produce moderate short-term stock movement without fundamentally altering long-term trajectory.

Twist Bioscience shares declined after the company missed quarterly earnings expectations. Earnings miss triggered share price drop with potential short-term effects on investor sentiment and operations.

Twist Bioscience reported a Q3 loss while beating revenue estimates. Q3 earnings with revenue beat but net loss signals moderate short-term effects on operations and sentiment without major strategic shifts.

Twist Bioscience (TWST) stock surged after reporting strong results amid rising demand for AI-driven drug discovery. Strong results and AI drug discovery demand point to major positive shifts in Twist Bioscience trajectory and investor outlook.

Investors favor Twist Bioscience (TWST) due to its associations with technology companies. TWST technology partnerships may moderately enhance innovation and investor sentiment without fundamentally shifting company trajectory.

Recent developments are reshaping the investment narrative for Twist Bioscience (TWST) and its market trajectory. Recent developments influence TWST financial performance and competitive positioning without fundamentally redefining long-term prospects.

Twist Bioscience Corporation expands its clonal gene offering to include long and complex sequences. Product expansion to long and complex sequences strengthens TWST's position in gene synthesis market.

Twist Bioscience Corporation (TWST) announced Q2 2026 financial results. Quarterly earnings announcements like Q2 2026 results directly impact TWST's financial performance and investor sentiment.

LenioBio and Twist Bioscience Corporation (TWST) have entered a collaboration to advance AI drug-discovery using Twist's synthetic DNA technology. Collaboration with LenioBio positions Twist Bioscience as a key enabler in AI drug-discovery, enhancing revenue potential and competitive edge in biotech.

Twist Bioscience Corp (TWST) shares climbed after reporting earnings that beat expectations. Earnings beat drove stock price higher, indicating strong financial results with potential to enhance investor sentiment and future performance.

Twist Bioscience Corporation (TWST) shares rallied sharply after releasing a record-breaking quarterly report highlighting exceptional financial performance. Record-breaking quarterly results fueled stock rally and signal major boost to financial trajectory and investor sentiment.