Twist Bioscience (TWST) Jumps As Revenue, Targets And Offering Reshape The Trade

Twist Bioscience Corporation stocks have been trading up by 12.88 percent after upbeat coverage highlighted strong synthetic DNA demand.

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Key Takeaways Traders Need To Know

Q3 revenue hit $118.4M, topping the $114.54M consensus with 23%+ growth, but EPS loss widened to ($0.56) as management again targeted adjusted EBITDA breakeven this quarter.
Full-year 2026 revenue guidance rose to $456M–$457M, above roughly $444.69M on the Street, with gross margin now expected above 52%.
Q4 revenue is guided to $123M–$124M versus about $117.4M–$117.42M consensus, with management aiming for adjusted EBITDA breakeven.
TD Cowen and Baird each lifted their TWST price targets to $115 with positive ratings even after a roughly 6.3% pre-market drop on the earnings release.
An upsized $300M share offering at $96 per share adds cash for R&D and manufacturing expansion but increases dilution for existing holders.

Live Update At 15:03:09 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 ripped higher on the chart over the past few sessions. The stock closed near $90 in late July, then exploded from $81.60 on 2026/08/03 to $101.06 into the earnings and guidance news. After a consolidation day around $99.45 on 2026/08/04, TWST pushed to $112.25, printing a high above $113. That’s a powerful trend, and traders notice when a name grinds higher even after a capital raise.

Intraday, TWST has been trading in a tight band around $111–$113 for much of the afternoon, showing controlled action instead of wild spikes. That tells you big money is active and defending levels rather than dumping.

More Breaking News

Fundamentally, Twist Bioscience delivered Q3 revenue of $118.4M, about 23% year-over-year growth and ahead of estimates. But the company still posted a net loss of $35.1M, or ($0.56) per share. Margins are improving at the gross level, yet EBITDA and net income remain negative. Key ratios show strong revenue growth but deeply negative returns on equity and assets, classic for a high-growth, cash-burning platform name. For traders, TWST is a momentum story riding guidance upgrades and analyst support while the bottom line slowly works toward breakeven.

Why Traders Are Watching TWST Right Now

Twist Bioscience became a headline stock after its latest earnings and guidance reset. The core story is simple: TWST is growing fast, still losing money, but telling the market it’s close to turning the financial corner.

Q3 revenue came in at $118.4M, well ahead of the $114.5M–$114.54M expectations, with growth above 23%. Management reiterated that they expect adjusted EBITDA breakeven in the current quarter, and they framed this as the launch pad for profitable growth in fiscal 2027. That language matters. Traders love “inflection point” setups.

Guidance is where TWST really flexed. The company pushed full-year 2026 revenue expectations up to $456M–$457M from $442M–$447M, above the roughly $444M–$446M range on the Street. TWST also now targets gross margin above 52%, which shows the underlying DNA synthesis business is scaling.

On the near term, Twist Bioscience guided Q4 revenue to $123M–$124M, well above the ~$117.4M consensus range and again tied that to adjusted EBITDA breakeven. If TWST hits those numbers, it confirms that this is not just a one-quarter pop, but a trend.

Wall Street is leaning in. TD Cowen raised its price target on TWST from $89 to $115 and kept a Buy rating, highlighting not only the revenue beat but also management’s outlook for another year of triple-digit growth in AI-enabled drug discovery orders in FY27. Baird followed with its own bump to $115 and an Outperform. Even though the stock initially traded down about 6.3% pre-market on the wider loss, the combination of raised targets and strong guidance helped TWST claw back and push into triple digits.

At the same time, Twist Bioscience priced an upsized $300M offering at $96. For short-term traders, that’s both a floor and a warning sign: fresh supply around that level can cap rallies, but it also funds more R&D, manufacturing expansion, and product development. Add in a modest grant of 44,434 RSUs to new hires, and the message is clear—TWST is still in build-out mode.

Conclusion

For active traders, TWST is a classic high-beta growth name sitting at a critical stage. On one side, Twist Bioscience is still reporting a ($0.56) loss per share, with negative returns on equity and a cash flow profile that requires external funding. The $300M share offering at $96 underscores that dilution risk is real, and any stumble against its aggressive revenue targets could hit the stock hard.

On the other side, TWST is delivering the kind of numbers growth traders hunt for. Q3 revenue beat consensus, Q4 guidance tops expectations, and full-year 2026 revenue and margin targets move higher. The stock has responded with a strong trend from the high $80s into the low $110s, while analysts like TD Cowen and Baird cluster their targets at $115. The market is starting to treat Twist Bioscience as a potential leader in DNA tools and AI-enabled drug discovery workflows.

For those studying TWST, the playbook is to respect both momentum and risk. Watch how the stock behaves around the $96 offering level and whether it holds the recent breakout structure. As Tim Sykes loves to say, “The market doesn’t care about your opinion, only your preparation—study the pattern, the news, and the volume before you ever place a trade.” As Tim Bohen, lead trainer with StocksToTrade says, “A consistent trading routine beats sporadic action every time. Show up daily, and you’ll start to see the patterns others miss.” This educational breakdown of Twist Bioscience is meant to help traders do exactly that.

This is stock news, not investment advice. StocksToTrade News delivers real-time stock market updates tailored to highlight the key catalysts driving short-term price movements. Our coverage is designed for active traders and investors who thrive in fast-moving markets, with a focus on volatile sectors like penny stocks, AI stocks, Robinhood stocks and other momentum plays. From earnings reports and FDA approvals to mergers, new contracts, and unusual trading volume, we break down the events that can spark significant price action.

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