Twist Bioscience

TWST · NASDAQ

$142.70+$2.93 (+2.10%)TodayMarket closed · Oct 20, 4:05 PM ET

Prev close $139.77

TWST analyst rating

BuyConsensus of 12 analysts over the last 12 months. 67% rate it a buy.

Strong buy0
Buy8
Hold3
Underperform0
Sell1

12-month price target · 13 analysts

Average $118.60 (−16.9% downside)

Low: $45.45
Now: $142.70
High: $168.00

Upgrades and downgrades

The latest rating actions, newest first

TWST analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
TD Cowen	Oct 13, 2026	Maintains	Buy	$115.00 → $190.00	68%
Canaccord Genuity	Oct 12, 2026	Maintains	Buy	$120.00 → $205.00	55%
Jefferies	Oct 8, 2026	Initiates	Hold	$150.00	67%
Barclays	Oct 7, 2026	Maintains	Overweight	$112.00 → $215.00	54%
Guggenheim	Oct 1, 2026	Maintains	Buy	$107.00 → $212.00	66%
Leerink Partners	Sep 29, 2026	Maintains	Outperform	$160.00 → $190.00	51%
BWS Financial	Sep 18, 2026	Maintains	Sell	$45.00	56%
Leerink Partners	Sep 17, 2026	Maintains	Outperform	$120.00 → $160.00	51%
BWS Financial	Sep 9, 2026	Initiates	Sell	$45.00	56%
UBS	Sep 9, 2026	Initiates	Neutral	$144.00	59%

The case for and against

Updated Oct 14, 2026

Bull case

Twist Bioscience is viewed favorably because its silicon-based DNA synthesis platform lowers cost and raises throughput, positioning the company as a critical supplier to synthetic biology, NGS, and AI-enabled drug discovery workflows. The bullish case is reinforced by durable demand signals, including AI-related order growth expected to reach triple-digits in FY26, NGS revenue still expected to be a majority of sales in FY26, and management’s FQ4 Adjusted EBITDA breakeven target as operating leverage improves. With capacity for more than $1B in revenue at its Factory of the Future, gross margins cited at 75-80%, and a conservative FY26 outlook that appears beatable, the company has multiple avenues for revenue and earnings upside.

Bear case

Twist Bioscience is viewed negatively because it trades at a significant premium in a competitive life sciences tools market where integrated incumbents such as Danaher, Agilent, and Roche can pressure pricing by bundling products and leveraging broader reagent catalogs. Its upside also depends heavily on AI-driven demand proving durable, yet slower adoption or stagnation would limit revenue acceleration and weaken sentiment over the coming years. Execution risk remains material because profitability hinges on gross margin improvement and tight expense control, while added investment, delayed R&D spending, and tougher regulatory or macro conditions could push breakeven further out.

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