Twist Bioscience Corp. (TWST)

In the past six months, Twist Bioscience's stock has experienced several notable events and fluctuations and has received a consensus rating of "Moderate Buy" from brokerages. Twist Bioscience reported Q1 2026 revenue of $103.7 million, a 17% year-over-year increase, and raised its full-year 2026 revenue guidance to $435-$440 million, with the aim for adjusted EBITDA breakeven in Q4 2026. There has been significant insider selling over the past three months. In February 2026, Twist Bioscience expanded its antibody discovery offering with a bispecific licensing agreement and launched next-generation library preparation kits. Analysts have forecasted strong price appreciation for TWST stock, with a consensus price target close to its current price.

The provided information does not explicitly detail any significant demand seasonality for Twist Bioscience Corp.'s products and services. Demand is likely driven by continuous scientific and industrial needs rather than strong seasonal fluctuations.

Twist Bioscience Corporation is a synthetic biology company specializing in DNA-based products and solutions, utilizing a proprietary silicon-based DNA synthesis platform. The company operates within the biotechnology industry, specifically in the research and development segment. Its products are used in medicine, agriculture, industrial chemicals, and academic research. Major products and services include synthetic genes and gene fragments, next-generation sequencing (NGS) tools, oligo pools, antibody libraries and services, synthetic controls, and RNA and protein products.

Twist Bioscience has a global presence, operating across the Americas, EMEA (Europe, Middle East, and Africa), and APAC (Asia-Pacific). The majority of its revenue is derived from the Americas.

Twist Bioscience's brand reputation appears to be generally positive, supported by analyst ratings and growth prospects. The company has received a "Moderate Buy" consensus rating from brokerages. Analysts highlight the company's innovative DNA synthesis platform, AI-driven growth, and expanding customer base as positive factors. The company's focus on quality and its ISO certifications also contribute to a strong reputation.

Twist Bioscience Corporation's ownership structure is primarily defined by institutional investors, with 253 institutional owners holding a total of 74,457,920 shares. Major institutional shareholders include ARK Investment Management LLC, William Blair Investment Management, Llc, BlackRock, Inc., Artisan Partners Limited Partnership, Vanguard Group Inc, EdgePoint Investment Group Inc., State Street Corp, Sumitomo Mitsui Trust Holdings, Inc., Nikko Asset Management Americas, Inc., and Soleus Capital Management, L.P. Founders and executives retain approximately 2.5% combined ownership.