Twist Bioscience Corp. (TWST)

Over the past six months, Twist Bioscience's stock price has been impacted by several events. The company announced its fiscal 2025 fourth-quarter and full-year financial results, reporting an EPS of -$0.45, exceeding analysts' expectations, but the stock declined by 10.1% the day following the earnings announcement. Twist Bioscience presented at the J.P. Morgan 2026 Healthcare Conference, with the CEO discussing Q1 revenue ahead of guidance and growth in DNA synthesis and protein solutions. Twist Bioscience launched new Plasmid Preps to support nucleic acid therapeutics research. Absci and Twist Bioscience announced a collaboration to design a novel antibody using generative AI. Several analysts raised their price objectives and reiterated "buy" or "overweight" ratings for TWST shares. There has been significant insider selling of TWST stock over the past three months. Between January 7, 2025, and January 6, 2026, the share price declined by 19.18%.

While there is a seasonal chart analysis for Twist Bioscience Corp. stock suggesting a "Buy Date of May 10 and a Sell Date of July 29" with positive historical returns, this analysis is based on only six years of data, which is considered insufficient for a reliable seasonal profile. The demand for Twist Bioscience's products and services appears to be more heavily influenced by technological advancements, competitive pressures, and the company's ability to innovate rather than strict seasonal patterns.

Twist Bioscience Corporation is a biotechnology company that specializes in synthetic DNA production and genomic solutions. The company's core technology involves a semiconductor-based synthetic DNA manufacturing process. Its major products and services include synthetic DNA products, next-generation sequencing (NGS) tools, biopharma solutions, data storage solutions, and synthetic RNA and antibody proteins.

Twist Bioscience Corp. operates through three primary geographical segments: Americas, EMEA (Europe, Middle East, and Africa), and APAC (Asia-Pacific). The Americas segment includes the United States, Canada, Mexico, and South America. The EMEA segment covers Europe, the Middle East, and Africa, while the APAC segment focuses on Japan, China, South Korea, India, Singapore, Malaysia, and Australia. The majority of the company's revenue is derived from the Americas.

Twist Bioscience's brand reputation has been influenced by ongoing legal proceedings stemming from a critical report published in November 2022 by Scorpion Capital. The report alleged that Twist Bioscience's DNA chip technology was a "farce," accused the company of accounting fraud, and claimed its growth was dependent on unsustainable pricing strategies, likening it to a "Ponzi-like scheme." These allegations led to a significant drop in the stock price and have resulted in federal securities fraud class-action lawsuits filed on behalf of shareholders.

Twist Bioscience Corporation is predominantly controlled by institutional investors including ARK Investment Management LLC, Artisan Partners Limited Partnership, BlackRock, Inc., and Vanguard Group Inc. Ever Alpha Fund LP is a significant individual shareholder, owning 5.39% of the company's shares.