TWST stock forecast, quote, news & analysis
Twist Bioscience Corp is a synthetic biology company that has developed a disruptive DNA synthesis platform to industrialize the engineering of biology... Show more
Why Twist Bioscience (TWST) Stock Is Up +14.7% in the Last 30 Days
Key Takeaways
- Twist Bioscience (TWST) rose roughly 15% over the trailing 30 days, climbing from about $145 in late August to $166.99 at the September 18 close.
- The rally accelerated after Twist announced a data-services agreement with Eli Lilly's (LLY) AI-driven TuneLab platform, sending shares up more than 31% in a single week.
- Over the trailing three months, the stock has gained roughly 90%, reflecting growing investor enthusiasm for AI-enabled drug discovery and synthetic biology demand.
- Key catalysts include fiscal 2026 revenue-guidance raises, an Anthropic partnership, a $300 million follow-on offering, and analyst price-target increases.
- Twist remains loss-making with a premium valuation, leaving the stock sensitive to execution and shifts in AI-demand sentiment.
Twist Bioscience (TWST) Company Overview and Market Position
Twist Bioscience Corporation is a synthetic biology and genomics company that manufactures synthetic DNA using a proprietary silicon-chip-based platform, which it has extended into synthetic genes, next-generation sequencing (NGS) applications, sample-preparation tools, antibody libraries, and biologic discovery services. Its customers span pharmaceutical and biotech companies, academic institutions, and industrial organizations.
The company, led by co-founder and CEO Emily Leproust, is increasingly positioned as a "picks-and-shovels" supplier to the AI drug discovery ecosystem, providing wet-lab antibody characterization and DNA synthesis services that feed machine-learning models. Investors follow TWST for its exposure to AI-driven drug discovery, its track record of double-digit revenue growth, and its stated path toward profitability.
Twist Bioscience (TWST) Stock Price Performance: Last 30 Days vs. Quarter
Over the last 30 days, TWST advanced from a closing price of $145.59 on August 21 to $166.99 on September 18, a gain of approximately 14.7%. The move was not linear: shares consolidated in the low-to-mid $120s to low $140s through much of the period before a sharp breakout in mid-September.
The broader quarterly trend has been substantially stronger. From a close of $87.56 in mid-June, the stock rose roughly 90% over the trailing three months. Over the past year, TWST has more than quadrupled, and the stock has gained more than 300% on a year-to-date basis, underscoring a sustained re-rating driven by the AI drug discovery narrative rather than a short-term spike alone.
What Drove TWST Stock Price in the Last 30 Days
The dominant catalyst was the September 16 announcement that Twist would participate in Lilly TuneLab, Eli Lilly's AI/ML drug discovery platform. Twist will provide antibody characterization data services that feed Lilly's models, earning revenue while also receiving access to research findings generated by the collaboration. The two-way structure, which positions Twist as a participant rather than a simple vendor, drove the stock up about 14% on the announcement and more than 31% for the week.
Analyst actions reinforced the move. Leerink Partners raised its price target to $160 from $120 while maintaining an Outperform rating, and UBS initiated coverage with a Neutral rating and a $144 target. A more cautious view came from BWS Financial, which reiterated a Sell rating and a $45 target, arguing the Lilly arrangement offers limited strategic upside.
The groundwork for the rally was laid earlier in the period. On August 3, Twist reported fiscal third-quarter 2026 revenue of $118.4 million, up more than 23% year over year, and raised full-year revenue guidance to $456 million–$457 million. The company also completed an upsized $300 million follow-on offering at $96 per share in early August. A CEO insider-sale filing, covering up to 295,037 shares, provided a notable counterpoint to the otherwise bullish flow.
What Drove TWST Stock Performance Over the Last Quarter
The roughly 90% three-month advance reflects a broader re-positioning of Twist from a traditional life-science tools provider into an AI-levered platform. The most consequential development was Twist's designation in August as an independent experimental service provider for Anthropic, performing wet-lab work on AI-designed mini-binder proteins. That partnership, combined with the later Lilly TuneLab agreement, framed Twist as a key beneficiary of rising demand for wet-lab validation in AI drug discovery.
Fundamentally, Twist has now delivered fourteen consecutive quarters of sequential revenue growth, with gross margins above 52%, and management has guided to adjusted EBITDA breakeven in the fourth quarter of fiscal 2026. Management has also signaled that AI-related drug discovery orders are scaling rapidly, from roughly $25 million in 2025 to an expected $100 million in 2027, supporting the longer-term goal of doubling revenue by fiscal 2031.
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TWST Stock Forecast Drivers: What Investors Should Watch Next
Several factors are likely to shape TWST going forward. Investors will watch the fourth-quarter fiscal 2026 results closely, where management has guided to revenue of roughly $123 million–$124 million, about 25% year-over-year growth, along with the target of adjusted EBITDA breakeven. The fiscal 2027 order outlook is another key checkpoint, as the market will look for evidence that AI-related collaborations translate into booked, recurring revenue rather than announced intentions.
Additional watchpoints include the undisclosed value and duration of the Lilly TuneLab agreement, the trajectory of AI drug discovery order volumes, and competitive dynamics from peers such as DNA (Ginkgo Bioworks), which announced a similar data-generation arrangement. Valuation remains a central risk: with a price-to-sales ratio above 20x and the company still unprofitable, any slowdown in AI-related demand or execution misstep could weigh on sentiment, as could further dilution from equity offerings.
Disclaimer
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Momentum Indicator for TWST turns positive, indicating new upward trend
TWST saw its Momentum Indicator move above the 0 level on September 16, 2026. This is an indication that the stock could be shifting in to a new upward move. Traders may want to consider buying the stock or buying call options. Tickeron's A.I.dvisor looked at 77 similar instances where the indicator turned positive. In 67 of the 77 cases, the stock moved higher in the following days. The odds of a move higher are at 87%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Moving Average Convergence Divergence (MACD) for TWST just turned positive on September 17, 2026. Looking at past instances where TWST's MACD turned positive, the stock continued to rise in 37 of 45 cases over the following month. The odds of a continued upward trend are 82%.
Following a +16.72% 3-day Advance, the price is estimated to grow further. Considering data from situations where TWST advanced for three days, in 234 of 294 cases, the price rose further within the following month. The odds of a continued upward trend are 80%.
The Aroon Indicator entered an Uptrend today. In 180 of 232 cases where TWST Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are 78%.
Bearish Trend Analysis
The RSI Indicator has been in the overbought zone for 1 day. Expect a price pull-back in the near future.
The Stochastic Oscillator demonstrated that the ticker has stayed in the overbought zone for 7 days. The longer the ticker stays in the overbought zone, the sooner a price pull-back is expected.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where TWST declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 86%.
TWST broke above its upper Bollinger Band on September 24, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
Fundamental Analysis (Ratings)
The Tickeron Price Growth Rating for this company is 34 (best 1 - 100 worst), indicating steady price growth. TWST’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Profit vs. Risk Rating rating for this company is 64 (best 1 - 100 worst), indicating well-balanced risk and returns. The average Profit vs. Risk Rating rating for the industry is 93, placing this stock slightly better than average.
The Tickeron Valuation Rating of 69 (best 1 - 100 worst) indicates that the company is slightly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (27.174) is normal, around the industry mean (26.565). P/E Ratio (0.000) is within average values for comparable stocks, (41.388). Projected Growth (PEG Ratio) (0.000) is also within normal values, averaging (9.024). Dividend Yield (0.000) settles around the average of (0.000) among similar stocks. P/S Ratio (20.243) is also within normal values, averaging (438.009).
The Tickeron SMR rating for this company is 97 (best 1 - 100 worst), indicating weak sales and an unprofitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron PE Growth Rating for this company is 100 (best 1 - 100 worst), pointing to worse than average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
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General Information
a developer of proprietary semiconductor-based synthetic DNA manufacturing process
Industry Biotechnology