Twist Bioscience
Writes synthetic DNA on silicon for sequencing workflows, biological research, and antibody discovery.
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Profile
Sells synthetic genes, oligo pools, proteins, antibody-discovery services, and NGS workflow products built on a silicon DNA-synthesis platform. Revenue is split roughly evenly between DNA Synthesis and Protein Solutions and NGS Applications, with all products manufactured at its U.S. facilities.
Manufactures synthetic DNA and sequencing-workflow products on a silicon-based platform that runs many miniaturized synthesis reactions in parallel. DNA Synthesis and Protein Solutions covers synthetic genes, oligo pools, DNA libraries, proteins, and antibody-discovery services; NGS Applications includes target-enrichment panels, library-preparation kits, adapters, and synthetic controls.
Customized products are sold through direct teams, distributors, and an e-commerce ordering system to therapeutics, diagnostics, industrial, academic, government, and supply-partner customers worldwide. Most revenue comes from the Americas, with Europe, the Middle East, and Africa the next-largest region. Parallel synthesis and automated manufacturing support high-throughput custom orders and rapid-turnaround offerings.
After spinning out DNA data storage as Atlas Data Storage, operations focus on life-science products and services. All products are manufactured in South San Francisco and Wilsonville, while a critical synthesis component comes from a single-source supplier.
Company facts
Key statistics
Year to date +336% · Average volume (30d) 1.6M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 5, 2026 | Piper Sandler | Reiterate | Overweight | $85 | $115 | |
| Aug 4, 2026 | Robert W. Baird | Target | $65 | $115 | ||
| Jul 16, 2026 | Leerink Partners | Target | $80 | $110 | ||
| Jul 14, 2026 | Canaccord Genuity | Reiterate | Buy | $90 | $120 | |
| Jul 6, 2026 | Evercore ISI | Target | $52 | $102 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 3, 2026Q3 FY26 | −$0.51 | −$0.56 | −10.6% | $114.5M | $118.4M | +3.4% | +10.39% |
| May 4, 2026Q2 FY26 | −$0.49 | −$0.62 | −26.5% | $107.6M | $110.7M | +2.9% | +0.91% |
| Feb 2, 2026Q1 FY26 | −$0.48 | −$0.50 | −4.2% | $101.9M | $103.7M | +1.8% | −1.05% |
| Nov 14, 2025Q4 FY25 | −$0.50 | −$0.45 | +10.0% | $97.4M | $99.0M | +1.7% | −1.53% |
Financial highlights
| 12 quarters | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $92.8M | $96.1M | $99.0M | $103.7M | $110.7M | $118.4M | |
| Gross profit | $46.0M | $51.3M | $50.8M | $54.0M | $57.1M | $62.5M | |
| Operating income | −$41.6M | −$30.1M | −$29.9M | −$32.9M | −$38.7M | −$36.3M | |
| Net income | −$39.3M | $20.4M | −$27.1M | −$30.5M | −$44.0M | −$35.1M | |
| Diluted EPS | −$0.66 | $0.33 | −$0.45 | −$0.50 | −$0.71 | −$0.56 | |
| Gross margin | 49.6% | 53.4% | 51.3% | 52.0% | 51.6% | 52.8% | |
| Operating margin | -44.8% | -31.4% | -30.2% | -31.7% | -34.9% | -30.6% |
Fiscal years (4-quarter sums)FY21 $132.3M · FY22 $203.6M · FY23 $245.1M · FY24 $313.0M · FY25 $376.6M
Revenue by product · Q3 FY26
Revenue by geography · Q3 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $166.8M · Total debt $93.6M · Total assets $672.4M · Shareholders' equity $445.7M
Dividends
No dividends on record.
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 62.27M · Float 59.69M · 95.9% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 5.83M | 9.37% | 13F | Aug 7, 2026 |
| Artisan Partners Limited Partnership | 4.80M | 7.71% | 13F | Aug 13, 2026 |
| FMR LLC | 4.70M | 7.55% | 13F | Aug 13, 2026 |
| Ark Investment Management LLC | 4.55M | 7.31% | 13F | Aug 14, 2026 |
| Price T Rowe Associates Inc /MD/ | 3.63M | 5.84% | 13F | Aug 14, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 25, 2026 | Emily M. Leproust | director, officer: Chief Executive Officer | −41,570 | $151.98 |
| Aug 24, 2026 | Robert F. Werner | officer: Chief Accounting Officer | −854 | $140.77 |
| Aug 21, 2026 | Robert F. Werner | officer: Chief Accounting Officer | −669 | $139.07 |
| Aug 21, 2026 | Emily M. Leproust | director, officer: Chief Executive Officer | −6,639 | $139.07 |
| Aug 21, 2026 | Adam Laponis | officer: Chief Financial Officer | −1,965 | $139.07 |
Peers
- Danaher
IDT subsidiary: dominant custom oligo, gene fragment, and NGS prep supplier.
- Thermo Fisher Scientific
Life-sciences giant with GeneArt gene synthesis and multi-platform NGS tools.
- Illumina
Dominant NGS platform; vertically integrated library-prep and enrichment kits.
- Agilent Technologies
Market-leading SureSelect target enrichment and oligo library synthesis platform
- Azenta
Gene synthesis and sequencing services CRO competing on turnaround and breadth.
- OmniAb
Transgenic-animal antibody discovery platform with AI screening; 107 partners.
- Charles River Laboratories
Full-service CRO with phage display and VHH antibody discovery capabilities.
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Twist Bioscience | $141.01 | −0.20% | $8.80B | — | — | 20.4 | +23.3% |
| Danaher | $215.50 | −0.25% | $151.89B | 38.4 | 24.3 | 6.0 | +5.5% |
| Thermo Fisher Scientific | $620.01 | −0.32% | $231.22B | 33.5 | 23.7 | 5.0 | +10.5% |
| Illumina | $215.70 | +0.02% | $32.62B | 40.2 | 37.6 | 7.3 | +9.4% |
| Agilent Technologies | $153.84 | +0.02% | $43.45B | 30.3 | 23.8 | 5.9 | +8.1% |
| Azenta | $32.95 | −0.03% | $1.52B | — | 57.1 | 2.5 | +12.0% |
| OmniAb | $4.40 | −1.47% | $648.0M | — | — | 16.9 | +244.2% |
| Charles River Laboratories | $291.50 | +0.04% | $14.04B | — | 23.7 | 3.5 | −2.7% |
| Median | 35.9 | 24.1 | 5.9 | +9.4% |