Twist Bioscience Corporation stocks have been trading up by 12.88 percent after upbeat synthetic DNA demand and partnership expansion news
Key Takeaways Traders Need On TWST Now
- Twist Bioscience reported Q3 revenue of $118.4M, beating consensus of about $114.5M and growing over 23% year over year, while its EPS loss widened to ($0.56) from ($0.33) a year ago.
- The company raised its fiscal Q4 revenue outlook to $123M–$124M, well above consensus of roughly $117.4M, and expects to reach adjusted EBITDA breakeven in the quarter.
- Twist Bioscience increased its FY26 revenue guidance to $456M–$457M from $442M–$447M, ahead of Street estimates around $445M, and now expects gross margin above 52%.
- TD Cowen and Baird both raised their price targets on Twist Bioscience to $115 while maintaining positive ratings, citing Q3 outperformance and updated guidance.
- A $300M upsized equity offering at $96 per share gives Twist Bioscience fresh capital for R&D, manufacturing expansion, and product development, while adding near‑term dilution risk.
Live Update At 15:02:52 EDT: On Wednesday, August 05, 2026 Twist Bioscience Corporation stock [NASDAQ: TWST] is trending up by 12.88%! Discover the key drivers behind this movement as well as our expert analysis in the detailed breakdown below.
Quick Financial Overview
TWST has been on a sharp run. Over the past couple of weeks, Twist Bioscience shares have climbed from the high‑$80s to close near $112.25, with a recent intraday high above $113. That is a powerful trend move, especially after the stock briefly dipped below $100 on 2026/08/04 before buyers stepped in hard on 2026/08/05.
The 5‑minute tape shows steady, controlled grinding action between $111 and $113 for most of the afternoon, not wild spikes. That tells traders this is real accumulation, not just a one‑candle squeeze. TWST is now trading well above the $96 equity‑offering price, which turns that deal into a clear support reference.
More Breaking News
Fundamentally, Twist Bioscience just printed Q3 revenue of $118.4M, up more than 23% year over year and ahead of expectations. Yet the company is still losing money, with a quarterly net loss of about $35.1M and EBITDA margin around ‑24%. Gross margin near 52% and a current ratio of 2.7 show TWST has room to fund growth, but it remains a classic high‑multiple, revenue‑driven story that lives and dies on guidance and momentum.
Why Traders Are Watching TWST
Right now, TWST sits at the crossroads of three major narratives: growth, profitability, and dilution. For active traders, that mix is exactly what drives volatility and opportunity.
First, the growth story. Twist Bioscience beat Q3 revenue expectations with $118.4M and guided Q4 to $123M–$124M, well ahead of roughly $117.4M consensus. Management also raised FY26 revenue guidance to $456M–$457M versus prior $442M–$447M and Street around $445M. That is not just a small tweak. It signals that demand for Twist Bioscience’s synthetic DNA platform and related products is coming in stronger than the market modeled.
Second, profitability. TWST is still losing money, but management expects adjusted EBITDA breakeven as soon as Q4. The company also talks about profitable growth in fiscal 2027. For high‑growth names, that EBITDA inflection is often where the market re‑rates the stock. Traders watching TWST know that if the company actually delivers breakeven, the narrative can flip from “cash burn” to “scalable earnings” very quickly.
Third, the balance sheet. Twist Bioscience just priced an upsized $300M underwritten offering at $96 per share, with extra shares available to underwriters. Yes, that dilutes existing holders. But from a trading lens, it also removes a chunk of financing overhang and arms TWST with cash for R&D, manufacturing expansion, and product development. With the stock now trading well above the offering level, that $96 zone becomes a key line on the chart.
Layer on top the analyst action: TD Cowen lifted its TWST price target from $89 to $115 after the Q3 beat and raised guidance, calling out expected triple‑digit growth in AI‑enabled drug discovery orders in FY27. Baird also bumped its target to $115 and kept an Outperform stance. When multiple firms push targets to the same level, traders pay attention. It gives a clean psychological magnet for swing setups around Twist Bioscience over the coming weeks.
Conclusion
For traders, TWST is a textbook momentum name wrapped around a real business shift. Twist Bioscience is beating revenue expectations, raising near‑term and multi‑year guidance, and telling the Street it will hit adjusted EBITDA breakeven in Q4 while aiming for profitable growth in 2027. At the same time, the company is still losing money and just pushed through a $300M equity raise that adds dilution, so this is not a low‑risk, slow‑and‑steady story.
On the chart, TWST has broken out from the $80s and $90s into the low‑$110s on heavy interest. The stock now trades comfortably above both the $96 offering price and the prior Street mean target around the high‑$80s, which tells you sentiment has shifted fast. That also means expectations are higher. Any stumble on execution, especially around that EBITDA breakeven promise, can hit the stock hard.
This is where the Sykes‑style mindset matters. As Tim Sykes likes to hammer home, “The market rewards preparation, not prediction — study the pattern, plan the trade, and always respect your risk.” As millionaire penny stock trader and teacher Tim Sykes, says, “Embrace the journey, the ups and downs; each mistake is a lesson to improve your strategy.”. Applied to TWST, that means tracking how Twist Bioscience trades around key levels like $96, $100, and $115, watching each new update against this raised guidance bar, and being ready to cut losses quickly if the story or the price action breaks. This article is for educational and research purposes only and is not investment advice.
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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