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Twist Bioscience Stock Jumps As Analysts Hike Targets Thumbnail

Twist Bioscience Stock Jumps As Analysts Hike Targets

TIM SYKESUPDATED AUG. 19, 2026, 4:47 PM ET
Reviewed by Bryce Tuoheyand Fact-checked by Matt Monaco

Twist Bioscience Corporation stocks have been trading up by 22.3 percent after transformative synthetic biology advances fueled bullish investor sentiment.

Key Takeaways For TWST Traders

  • Q3 revenue for Twist Bioscience hit $118.4M, topping estimates around $114.5M and growing more than 23%, even as the EPS loss widened to ($0.56) from ($0.33).
  • Management raised Q4 revenue guidance to $123M–$124M, well above roughly $117.4M–$117.42M consensus, and now targets adjusted EBITDA breakeven.
  • FY26 revenue outlook was lifted to $456M–$457M, ahead of mid‑$440M Street views, with expected gross margin moving above 52%.
  • TD Cowen, Piper Sandler, and Baird all increased price targets to about $115 and reiterated bullish ratings on TWST after the beat‑and‑raise quarter.
  • The company launched an upsized $300M stock offering at $96 to fund R&D, manufacturing expansion, product development, and other corporate needs.

Candlestick Chart

Live Update At 16:47:12 EDT: On Wednesday, August 19, 2026 Twist Bioscience Corporation stock [NASDAQ: TWST] is trending up by 22.3%! Discover the key drivers behind this movement as well as our expert analysis in the detailed breakdown below.

Quick Financial Overview

Twist Bioscience (TWST) is trading like a classic high‑growth, high‑expectation story. The stock has ripped from a close near $91 in late July to $142.39 on 2026/08/19, a huge move that reflects traders crowding into the name after strong numbers and upbeat guidance.

On the latest day, TWST opened at $128 and squeezed to $142.84 before closing just off the highs. Intraday five‑minute candles show a steady grind higher with higher lows through the afternoon, a sign that dips kept getting bought rather than sold. That is the kind of price action momentum traders look for when a story is hot.

Fundamentally, Twist Bioscience just printed Q3 revenue of $118.4M, up more than 23% year over year and above the $114.5M area that the Street expected. The flip side is the ($0.56) EPS loss and negative margins, with EBIT margin around ‑31.5% and return on equity roughly ‑30%. TWST is still spending heavily.

But cash is not running out. The balance sheet shows more than $160M in cash and short‑term investments before the new $300M raise, plus a current ratio of 2.7. For traders, that means the growth plan has fuel, and the key question becomes whether the market will keep paying a rich price‑to‑sales multiple near 19 for this trajectory.

Why Traders Are Watching TWST Momentum

TWST is on the radar because the story lines up almost perfectly with what growth‑focused traders love: fast revenue expansion, raised guidance, and big‑name analysts chasing the stock higher. Twist Bioscience just guided Q4 revenue to $123M–$124M, well above the $117.4M consensus, and told the Street it expects adjusted EBITDA breakeven. That is a real line in the sand. When a company shifts from burning cash to covering its own costs, the market often re‑rates the stock.

The multi‑year view is getting stronger, too. Twist Bioscience lifted its FY26 revenue outlook to $456M–$457M from $442M–$447M and now sees gross margin above 52%. That tells traders the current spending and capacity build‑out should feed into a more profitable base, not just bigger losses. Revenue growth over the last five years has averaged almost 28% a year; the market wants to see that pace translate into operating leverage.

Analysts are leaning into this narrative. TD Cowen bumped its TWST price target to $115 from $89 and reiterated a Buy rating after the Q3 beat and raised guidance, highlighting management’s expectation for another year of triple‑digit growth in AI‑enabled drug discovery orders in FY27. Piper Sandler followed with its own $115 target and Overweight rating, pointing to durable demand from AI‑driven drug discovery and a path to a “cash‑generative” model. Baird also nudged its target to $115 with an Outperform call.

There are still pressure points traders must respect. Twist Bioscience swung from a profit a year ago to a bigger‑than‑expected Q3 loss this year, and the stock actually traded down around 6% pre‑market right after earnings. That reaction shows how sensitive TWST is to valuation and profitability fears after such a big run.

On top of that, the upsized $300M offering of 3.125M shares at $96, plus a 468,750‑share option, adds dilution that can cap upside in the short term. At the same time, it also arms Twist Bioscience with more cash to push R&D, manufacturing expansion, and product development — the very drivers behind those raised revenue targets. New RSU grants for 24 hires and a fresh 13G/A filing showing a notable passive stake round out a picture of a company still scaling and attracting larger holders.

For active traders, all of this sets up TWST as a momentum name with real catalysts rather than a story running only on hype.

Conclusion

Twist Bioscience sits at an important crossroads for traders. On one side, TWST is still deeply in the red, with negative margins, heavy stock‑based compensation, and a premium price‑to‑sales ratio that leaves no room for execution errors. On the other side, revenue is accelerating, guidance is moving higher, and management is targeting adjusted EBITDA breakeven as soon as the current quarter, backed by fresh capital from a $300M equity raise.

Short term, TWST’s chart shows clear momentum. The stock has broken out above $140 after consolidating below $120 just days ago. With price now extended from recent support, disciplined traders will watch for both continuation setups and sharp pullbacks, knowing that volatile names like Twist Bioscience often offer multiple entries and exits around earnings and secondary‑offering headlines.

Longer term, the raised FY26 outlook and analyst targets around $115 frame the debate. Bulls see Twist Bioscience as a key pick‑and‑shovel player for AI‑enabled drug discovery, with expanding margins and a cash‑generative model on the horizon. Bears focus on the current losses and dilution risk.

As Tim Sykes always reminds traders, “Patterns repeat, but only disciplined traders profit from them.” As millionaire penny stock trader and teacher Tim Sykes, says, “You must adapt to the market; the market will not adapt to you.”. For TWST, the pattern is a high‑growth story, big guidance, and wild swings around news. The edge goes to traders who study the chart, respect risk, and stay ready for both breakouts and sharp reversals, using this data purely for education and research — not blind speculation.

This is stock news, not investment advice. Timothy Sykes News delivers real-time stock market news focused on key catalysts driving short-term price movements. Our content is tailored for active traders and investors seeking to capitalize on rapid price fluctuations, particularly in volatile sectors like penny stocks. Readers come to us for detailed coverage on earnings reports, mergers, FDA approvals, new contracts, and unusual trading volumes that can trigger significant short-term price action. Some users utilize our news to explain sudden stock movements, while others rely on it for diligent research into potential investment opportunities.

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Citations for Disclaimer

Barber, Brad M. and Odean, Terrance, Trading is Hazardous to Your Wealth: The Common Stock Investment Performance of Individual Investors. Available at SSRN: “Day Trading for a Living?”

Barber, Brad M. and Lee, Yi-Tsung and Liu, Yu-Jane and Odean, Terrance and Zhang, Ke, Learning Fast or Slow? (May 28, 2019). Forthcoming: Review of Asset Pricing Studies, Available at SSRN: “https://ssrn.com/abstract=2535636”

Chague, Fernando and De-Losso, Rodrigo and Giovannetti, Bruno, Day Trading for a Living? (June 11, 2020). Available at SSRN: “https://ssrn.com/abstract=3423101”