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Twist Bioscience Corp (TWST)

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Upturn Advisory Summary
12/05/2025: TWST (1-star) is currently NOT-A-BUY. Pass it for now.
1 Year Target Price $35.62
1 Year Target Price $35.62
| 6 | Strong Buy |
| 3 | Buy |
| 2 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -9.43% | Avg. Invested days 32 | Today’s Advisory PASS |
Upturn Star Rating ![]() | Upturn Advisory Performance | Stock Returns Performance |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.98B USD | Price to earnings Ratio - | 1Y Target Price 35.62 |
Price to earnings Ratio - | 1Y Target Price 35.62 | ||
Volume (30-day avg) 12 | Beta 2.24 | 52 Weeks Range 23.30 - 55.33 | Updated Date 12/7/2025 |
52 Weeks Range 23.30 - 55.33 | Updated Date 12/7/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -1.3 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-11-17 | When Before Market | Estimate -0.5 | Actual -0.45 |
Profitability
Profit Margin -20.63% | Operating Margin (TTM) -30.23% |
Management Effectiveness
Return on Assets (TTM) -13.56% | Return on Equity (TTM) -16.43% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 1818219239 | Price to Sales(TTM) 5.24 |
Enterprise Value 1818219239 | Price to Sales(TTM) 5.24 | ||
Enterprise Value to Revenue 4.83 | Enterprise Value to EBITDA -35.26 | Shares Outstanding 61148026 | Shares Floating 55765165 |
Shares Outstanding 61148026 | Shares Floating 55765165 | ||
Percent Insiders 2.6 | Percent Institutions 119.78 |
Upturn AI SWOT
Twist Bioscience Corp

Company Overview
History and Background
Twist Bioscience Corporation was founded in 2013 by Emily M. Leproust, William W. Wilson, and Trevor S. L. Martin. The company's mission is to revolutionize biological research and development by providing high-quality, cost-effective synthetic DNA. A key milestone was the development of its proprietary silicon-based DNA synthesis platform, which significantly increases throughput and reduces cost compared to traditional methods. Twist Bioscience has since expanded its offerings beyond DNA synthesis to include antibody discovery and other related biological tools and services.
Core Business Areas
- Synthetic DNA Production: Twist Bioscience is a leading provider of synthetic DNA, offering gene synthesis, oligo pools, and other DNA products. Their platform enables the rapid and scalable production of custom DNA sequences used in various applications, including gene editing, DNA data storage, and diagnostics.
- Biologics and Antibody Discovery: The company offers services and products for antibody discovery, including antibody libraries and discovery services. This segment aims to accelerate the development of novel therapeutics and diagnostics.
- Genomics Tools and Services: Twist Bioscience provides a range of genomics tools and services, such as NGS library preparation kits, CRISPR guides, and DNA sequencing solutions, designed to enhance research capabilities.
Leadership and Structure
Twist Bioscience is led by Emily M. Leproust, Ph.D., as Chief Executive Officer. The company operates through various departments focused on research and development, manufacturing, sales and marketing, and corporate functions. Specific details on the full leadership team and organizational chart are best found in their investor relations materials.
Top Products and Market Share
Key Offerings
- Description: Twist Bioscience's core offering is synthetic DNA, produced using their proprietary silicon-based platform. This includes custom gene synthesis, oligo pools for applications like CRISPR screening and DNA data storage, and other DNA-related products. The high throughput and cost-effectiveness of their platform are key differentiators. Competitors include Integrated DNA Technologies (IDT), Thermo Fisher Scientific, and custom synthesis providers.
- Market Share Data: Specific market share for synthetic DNA is difficult to pinpoint, but Twist Bioscience is considered a major player and innovator in this rapidly growing segment.
- Product Name: Synthetic DNA (Genes, Oligo Pools)
- Description: Twist Bioscience offers a range of antibody discovery libraries, including phage display libraries and yeast display libraries. These libraries are crucial for identifying novel antibodies for therapeutic and diagnostic purposes. Competitors include companies like Abcam, GenScript, and various contract research organizations (CROs) offering similar services.
- Market Share Data: This is a competitive segment, and Twist Bioscience's share is growing as they expand their biologics offerings.
- Product Name: Antibody Discovery Libraries
- Description: These kits enable researchers to prepare DNA or RNA samples for next-generation sequencing (NGS). They are designed for ease of use, high efficiency, and compatibility with various sequencing platforms. Competitors include Illumina, Thermo Fisher Scientific, and Qiagen.
- Market Share Data: The NGS market is dominated by a few large players, but Twist Bioscience is carving out a niche with its specialized kits.
- Product Name: NGS Library Preparation Kits
Market Dynamics
Industry Overview
Twist Bioscience operates in the rapidly evolving synthetic biology and genomics markets. These industries are characterized by significant innovation, increasing demand for custom biological solutions, and a growing focus on personalized medicine, biomanufacturing, and novel therapeutics. The synthetic biology market is projected for substantial growth, driven by advancements in DNA synthesis, gene editing, and AI-driven drug discovery.
Positioning
Twist Bioscience is positioned as a leader in high-throughput, cost-effective synthetic DNA production. Their proprietary silicon-based platform provides a significant competitive advantage in terms of speed and scalability. They are expanding their reach into higher-value applications like antibody discovery and diagnostics, aiming to become a comprehensive solutions provider in the life sciences.
Total Addressable Market (TAM)
The Total Addressable Market for synthetic biology, genomics, and related life science tools is vast and growing. Estimates for the global synthetic biology market alone range into the tens of billions of dollars and are projected to reach over $60 billion by 2026. Twist Bioscience is positioned to capture a significant portion of this TAM by offering foundational DNA synthesis capabilities and expanding into application-specific solutions.
Upturn SWOT Analysis
Strengths
- Proprietary silicon-based DNA synthesis platform offering high throughput and cost efficiency.
- Strong intellectual property portfolio related to DNA synthesis.
- Diversified product and service offerings beyond basic DNA synthesis.
- Strategic partnerships and collaborations with leading research institutions and companies.
- Experienced leadership team with expertise in synthetic biology.
Weaknesses
- Reliance on third-party manufacturing for certain components or processes.
- Ongoing investment required for platform development and expansion.
- Competition from established players and new entrants with innovative technologies.
- As a growth-stage company, profitability may still be some way off.
- Potential challenges in scaling production to meet rapidly increasing global demand.
Opportunities
- Growing demand for synthetic DNA in emerging fields like DNA data storage and biomanufacturing.
- Expansion into new therapeutic areas and diagnostic applications through antibody discovery.
- Leveraging AI and machine learning to accelerate biological discovery and product development.
- Increasing outsourcing of DNA synthesis and related services by pharmaceutical and biotech companies.
- Potential for strategic acquisitions to broaden technology or market access.
Threats
- Rapid technological advancements by competitors that could render their platform obsolete.
- Regulatory hurdles and ethical considerations related to synthetic biology applications.
- Economic downturns affecting R&D budgets of their customer base.
- Disruptions in the global supply chain for raw materials.
- Intensifying price competition in the synthetic DNA market.
Competitors and Market Share
Key Competitors
- Thermo Fisher Scientific (TMO)
- Illumina, Inc. (ILMN)
- Agilent Technologies, Inc. (A)
- Integrated DNA Technologies (IDT) - a part of Danaher Corporation (DHR)
- GenScript Biotech Corporation (HKEX: 1548)
Competitive Landscape
Twist Bioscience's competitive advantage lies in its proprietary silicon-based DNA synthesis platform, offering superior speed, scalability, and cost-effectiveness compared to traditional methods. This allows them to serve a broader range of customers and applications. While large, diversified companies like Thermo Fisher and Agilent have broad portfolios, and Illumina dominates sequencing, Twist Bioscience is carving out a significant niche in synthetic DNA and related services. GenScript is a direct competitor in custom gene synthesis and antibody services. Twist's ability to innovate and expand its service offerings will be key to maintaining its competitive edge.
Major Acquisitions
Gene, Inc.
- Year: 2021
- Acquisition Price (USD millions): 200
- Strategic Rationale: Acquisition of Gene, Inc. expanded Twist Bioscience's capabilities in gene synthesis and provided access to complementary technologies and customer base, strengthening their position in the synthetic biology market.
Growth Trajectory and Initiatives
Historical Growth: Twist Bioscience has demonstrated robust historical growth in revenue, largely driven by the increasing adoption of synthetic biology in research and development. Expansion of their product portfolio and customer base has been a key factor. Their technological advantage in DNA synthesis has allowed them to scale their operations effectively.
Future Projections: Analyst projections for Twist Bioscience typically indicate continued strong revenue growth. The company is expected to benefit from the expanding synthetic biology market, advancements in gene therapies, and the increasing use of DNA for data storage. Factors like successful product launches and strategic partnerships will influence the realization of these projections. Expected CAGR often falls in the double-digit range.
Recent Initiatives: Recent initiatives include expanding their antibody discovery platform, developing new reagents for genomic analysis, forging strategic partnerships with leading pharmaceutical companies, and investing in capacity expansion to meet growing demand.
Summary
Twist Bioscience Corp is a strong player in the synthetic biology market, driven by its innovative DNA synthesis platform. Its core business of providing synthetic DNA is complemented by growing ventures in antibody discovery and genomics tools, positioning it well for future growth in these expanding sectors. However, the company faces significant competition and continues to invest heavily, leading to ongoing net losses. Continued innovation and successful market penetration are crucial for its long-term success, while careful management of expenses will be key to achieving profitability.
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Sources and Disclaimers
Data Sources:
- Twist Bioscience Investor Relations
- SEC Filings (10-K, 10-Q)
- Industry research reports (e.g., Grand View Research, MarketsandMarkets)
- Financial news outlets (e.g., Wall Street Journal, Bloomberg)
- Company press releases
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Market share data and financial figures are estimates and subject to change. Investors should conduct their own due diligence before making investment decisions. This analysis is based on publicly available information and may not be exhaustive.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Twist Bioscience Corp
Exchange NASDAQ | Headquaters South San Francisco, CA, United States | ||
IPO Launch date 2018-10-31 | Co-Founder, Board Chair & CEO Dr. Emily Marine Leproust Ph.D. | ||
Sector Healthcare | Industry Diagnostics & Research | Full time employees 979 | Website https://www.twistbioscience.com |
Full time employees 979 | Website https://www.twistbioscience.com | ||
Twist Bioscience Corporation manufactures and sells synthetic DNA-based products. The company offers synthetic genes and gene fragments used in product development for therapeutics, diagnostics, chemicals/materials, food/agriculture, data storage, and various applications within academic research by biotech, pharma, industrial chemical, and agricultural companies, as well as academic labs; Oligo pools used in targeted NGS, CRISPR gene editing, mutagenesis experiments, DNA origami, DNA computing, data storage in DNA, and other applications; and immunoglobulin G proteins for customers focused on the pursuit of drug discovery and development. It also provides NGS tools comprising library preparation kits, human exome kits, and fixed and custom panels, as well as alliance panels used within diagnostic tests for various indications, population genetics research and biomarker discovery, translational research, microbiology, and applied markets research; and methylation detection kits for cancer, and rare and inherited disease study, as well as fast hybridization and full RNA sequencing workflow solution. In addition, it offers synthetic SARS-CoV-2 RNA reference sequences as positive controls to develop both NGS and reverse transcription-polymerase chain reaction assays; synthetic monkeypox controls; and various respiratory viral controls, including for influenzas, respiratory syncytial virus, rhinoviruses, SARS, MERS, and coronaviruses. Further, it offers SARS-CoV-2 Research Panels, such as the Twist Respiratory Virus Panel and the Pan-Viral Research Panel, for the detection of disease in a research setting; precision DNA libraries for antibody engineering, affinity maturation, and humanization; and antibody optimization solution to enable simultaneous optimization of multiple characteristics of a given antibody. The company has a strategic collaboration with bitBiome Inc. The company was incorporated in 2013 and is headquartered in South San Francisco, California.

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