TWST

Louis says buy the AI dip

If AI and robotics suddenly feel like they are moving faster, August gave investors plenty of evidence that the pace really is accelerating. We saw longer-running agents, faster and cheaper inference, AI systems reaching into laboratories and physical equipment, robots learning from fewer demonstrations, and new capital and infrastructure forming around commercial deployment.

Twist Bioscience Corporation is rated Hold, as its $9.5bn valuation appears disconnected from current fundamentals, and profitability remains elusive. TWST's recent 200% stock surge is driven by AI-related news, short squeeze dynamics, and strong DSPS revenue growth, not by blowout earnings. Full-year 2026 guidance was raised to $456–$457m revenue with adjusted EBITDA breakeven targeted, but losses and elevated SG&A persist.

Twist Bioscience's stock has surged in 2026 on the back of improved growth and growing optimism about the AI-enabled drug discovery opportunity. Growth will be driven by triple-digit AI-enabled drug discovery order growth, and oncology diagnostic assay commercialization. Operating leverage, manufacturing improvements, and the introduction of higher value-add products will also see Twist's margins continue to improve.

SOUTH SAN FRANCISCO, Calif.--(BUSINESS WIRE)--Twist Bioscience Corporation (Nasdaq: TWST) (“Twist”), a mid-cap growth and value biotech company, today announced the pricing of an upsized underwritten public offering of 3,125,000 shares of its common stock at a price to the public of $96.00 per share. All of the shares of common stock to be sold in the public offering are to be sold by Twist. The gross proceeds to Twist from the offering, before deducting the underwriting discounts and commissio.

SOUTH SAN FRANCISCO, Calif.--(BUSINESS WIRE)--Twist Bioscience Corporation (Nasdaq: TWST) (“Twist”), a mid-cap growth and value biotech company, today announced the commencement of an underwritten public offering of $250.0 million of shares of its common stock. In addition, Twist intends to grant the underwriters a 30-day option to purchase up to an additional $37.5 million of shares of its common stock. All of the shares of common stock to be sold in the proposed offering are being offered by.

Twist Bioscience Corporation (TWST) Q3 2026 Earnings Call Transcript

Twist Bioscience Corporation (NASDAQ:TWST) stock is up on Monday as the company reported its fiscal 2026 third-quarter financial results and raised fiscal 2026 guidance.

Twist Bioscience NASDAQ: TWST reported fiscal 2026 third-quarter revenue of $118.4 million, up 23% from a year earlier, marking its 14th consecutive quarter of growth. The company raised its full-year revenue outlook and said it remains on track to reach adjusted EBITDA breakeven in the fiscal fourth quarter.

Twist Bioscience (TWST) came out with a quarterly loss of $0.56 per share versus the Zacks Consensus Estimate of a loss of $0.5. This compares to a loss of $0.47 per share a year ago.