Twist Bioscience (TWST)

• Market cap: $2.2B
• 1 day: -4.29%
• 5 days: 0.03%
• 1 month: -13.08%
• 3 months: -22.62%
• 6 months: -19.16%
• Year to date: -18.78%
• 1 year: 28.81%
• 5 years: 19.06%
• 10 years: 162.86%
• Sector: Healthcare
• Industry: Diagnostics & Research

About: Twist Bioscience Corp is a synthetic biology company. It develops a disruptive DNA synthesis platform to industrialize the engineering of biology. The company's DNA synthesis platform utilizes a proprietary semiconductor-based synthetic DNA manufacturing process that synthesizes DNA on silicon instead of on traditional well-plastic plates to enable the production of high-quality synthetic DNA faster and affordable as well as overcomes inefficiencies and powers cost-effective, rapid high-throughput synthesis, enabling researchers to realize opportunities ahead rapidly. Geographically, it derives a majority of its revenue from the United States.

Employees: 923

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

196% more call options, than puts

Call options by funds: $5.99M | Put options by funds: $2.02M

100% more funds holding in top 10

Funds holding in top 10: 1 [Q3] → 2 (+1) [Q4]

19% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 27

9% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 82

3% more capital invested

Capital invested by funds: $2.98B [Q3] → $3.08B (+$104M) [Q4]

0% more funds holding

Funds holding: 243 [Q3] → 244 (+1) [Q4]

1.01% less ownership

Funds ownership: 112.47% [Q3] → 111.45% (-1.01%) [Q4]

Research analyst outlook

4 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $40 9% upside
• Avg. target: $50 37% upside
• High target: $62 68% upside

4 analyst ratings

• positive: 3 75%
• neutral: 0 0%
• negative: 1 25%

Barclays Luke Sergott 28% 1-year accuracy 16 / 57 met price target	22% upside $45	Overweight Maintained	10 Apr 2025
Scotiabank Sung Ji Nam 4% 1-year accuracy 1 / 24 met price target	68% upside $62	Sector Outperform Maintained	4 Feb 2025
JP Morgan Rachel Vatnsdal 38% 1-year accuracy 6 / 16 met price target	9% upside $40	Underweight Maintained	4 Feb 2025
Baird Catherine Ramsey 19% 1-year accuracy 3 / 16 met price target	47% upside $54	Outperform Maintained	4 Feb 2025