Twist Biosciences: AI-Driven Rally Or Short Squeeze? I'm Neutral (For Now)

Twist Bioscience Corporation is rated Hold, as its $9.5bn valuation appears disconnected from current fundamentals, and profitability remains elusive. TWST's recent 200% stock surge is driven by AI-related news, short squeeze dynamics, and strong DSPS revenue growth, not by blowout earnings. Full-year 2026 guidance was raised to $456–$457m revenue with adjusted EBITDA breakeven targeted, but losses and elevated SG&A persist.

Seeking Alpha • Aug 20, 2026

Twist Bioscience Stock Resilient Despite Scorpion Capital Short Report

Twist Bioscience Corp (NASDAQ:TWST) shares surged Wednesday after Anthropic named the company an independent evaluator in a new AI-driven protein design campaign.

Benzinga • Aug 19, 2026

Alger Small Cap Growth Fund Q2 2026 Portfolio Review

Class A shares of the Alger Small Cap Growth Fund outperformed the Russell 2000 Growth Index during the second quarter of 2026. Nebius Group, Astera Labs, Inc., and Twist Bioscience Corp. were among the top contributors to performance. Insmed Incorporated, Planet Fitness, Inc., and Forte Biosciences Inc. were among the top detractors from performance.

Seeking Alpha • Aug 14, 2026

Artisan Global Discovery Fund Q2 2026 Portfolio Activity

During the quarter, we initiated new positions in Entegris, Cellebrite and C.H. Robinson. In addition to Lattice Semiconductor and Babcock, we added to Games Workshop Group, Tradeweb Markets and Teledyne Technologies during the quarter. In addition to ROBLOX, we ended our investment campaigns in Colliers International and MongoDB.

Seeking Alpha • Aug 6, 2026

Twist Biosciences: Accelerating Growth, Diminishing Margin Of Safety

Twist Bioscience's stock has surged in 2026 on the back of improved growth and growing optimism about the AI-enabled drug discovery opportunity. Growth will be driven by triple-digit AI-enabled drug discovery order growth, and oncology diagnostic assay commercialization. Operating leverage, manufacturing improvements, and the introduction of higher value-add products will also see Twist's margins continue to improve.

Seeking Alpha • Aug 5, 2026

Twist Bioscience Corporation Announces Inducement Grants under NASDAQ Listing Rule 5635(c)(4)

SOUTH SAN FRANCISCO, Calif.--(BUSINESS WIRE)--As required by the rules of the Nasdaq Stock Market, Twist Bioscience Corporation (NASDAQ: TWST) (“Twist” or the “Company”), a mid-cap growth and value biotech company, today announced that a total of 44,434 restricted stock units (“RSUs”) will be granted to 24 recently hired individuals, in each case as an inducement material to their acceptance of employment with Twist. The employment inducement awards will be granted under Twist's Amended and Res.

Business Wire • Aug 4, 2026

Twist Bioscience Announces Proposed Public Offering of $250.0 Million of Common Stock

SOUTH SAN FRANCISCO, Calif.--(BUSINESS WIRE)--Twist Bioscience Corporation (Nasdaq: TWST) (“Twist”), a mid-cap growth and value biotech company, today announced the commencement of an underwritten public offering of $250.0 million of shares of its common stock. In addition, Twist intends to grant the underwriters a 30-day option to purchase up to an additional $37.5 million of shares of its common stock. All of the shares of common stock to be sold in the proposed offering are being offered by.

Business Wire • Aug 4, 2026

Twist Bioscience Announces Pricing of Upsized $300.0 Million Public Offering of Common Stock

SOUTH SAN FRANCISCO, Calif.--(BUSINESS WIRE)--Twist Bioscience Corporation (Nasdaq: TWST) (“Twist”), a mid-cap growth and value biotech company, today announced the pricing of an upsized underwritten public offering of 3,125,000 shares of its common stock at a price to the public of $96.00 per share. All of the shares of common stock to be sold in the public offering are to be sold by Twist. The gross proceeds to Twist from the offering, before deducting the underwriting discounts and commissio.

Business Wire • Aug 5, 2026

Twist Bioscience Q3 Earnings Call Highlights

Twist Bioscience NASDAQ: TWST reported fiscal 2026 third-quarter revenue of $118.4 million, up 23% from a year earlier, marking its 14th consecutive quarter of growth. The company raised its full-year revenue outlook and said it remains on track to reach adjusted EBITDA breakeven in the fiscal fourth quarter.

MarketBeat • Aug 3, 2026

Twist Bioscience Corporation (TWST) Q3 2026 Earnings Call Transcript

Twist Bioscience Corporation (TWST) Q3 2026 Earnings Call Transcript

Seeking Alpha • Aug 3, 2026