Twist Bioscience TWST Jumps As Guidance, Targets And Cash Raise Align

Twist Bioscience Corporation stocks have been trading up by 7.91 percent after investors reacted positively to its latest developments.

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Key Takeaways For TWST Traders

Q3 revenue hit $118.4M, topping roughly $114.5M consensus with 23%+ growth, but the EPS loss widened to ($0.56) from ($0.33) a year earlier.
Full-year 2026 revenue guidance rose to $456M–$457M, above Street expectations around $444M–$446M, with Twist Bioscience now targeting gross margin above 52%.
Management guided Q4 revenue to $123M–$124M versus about $117M expected and aims for adjusted EBITDA breakeven, a key profitability milestone for TWST.
TD Cowen, Piper Sandler and Baird each lifted their TWST price targets to $115 with bullish ratings, leaning on AI-enabled drug discovery demand and a clearer path to cash generation.
The company priced an upsized $300M offering at $96 per share to fuel R&D, manufacturing expansion and product development, trading near-term dilution for long-term firepower.

Quick Financial Overview

TWST has been trading like a high‑beta growth name on a mission. Over the last few weeks, Twist Bioscience has ripped from a close around $81 in late July to roughly $124.88 on 2026/08/10. That is a huge trend move, and the daily chart shows a series of higher lows and strong breakouts after earnings and guidance.

Under the hood, TWST just printed Q3 revenue of $118.4M, beating expectations and growing more than 23% year over year. The flip side is a deeper loss per share of ($0.56), and key ratios remind traders this is still a work‑in‑progress story: EBIT margin sits around -31.5%, and returns on equity and assets are sharply negative.

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But Twist Bioscience also shows a fat 77.9% gross margin and a current ratio near 2.7, plus low debt to equity around 0.24. That combination — rich top‑line growth, strong unit economics, but negative earnings — is classic high‑growth biotech. For active traders, TWST is a momentum play tied to execution: as long as revenue keeps beating and losses narrow toward breakeven, the trend can stay your friend, but any slip on margins or growth can trigger fast downside.

Why Traders Are Watching TWST Momentum

Twist Bioscience has become a focal name for momentum traders after a textbook “beat and raise” quarter. TWST not only delivered Q3 revenue of $118.4M versus about $114.5M expected, it also lifted its revenue outlook across the board. Fiscal 2026 revenue is now pegged at $456M–$457M, above prior guidance and ahead of consensus near $446M. That tells traders management is seeing stronger demand in real time, especially from AI‑enabled drug discovery.

At the same time, Twist Bioscience guided Q4 revenue to $123M–$124M, well above the roughly $117M the Street modeled. More important for the narrative: TWST expects to hit adjusted EBITDA breakeven in that quarter. Profitability inflection points often trigger re‑ratings in growth stocks, and that is exactly what the sell side is signaling.

TD Cowen bumped its TWST price target from $89 to $115, tying its bullish call to the revenue beat, the guidance raise, and expectations for another year of triple‑digit AI‑drug‑discovery order growth in FY27. Piper Sandler followed, also taking its target to $115 and talking up a higher long‑term revenue base and a credible path to a cash‑generative model. Baird slid its target up to $115 as well. When three firms converge at the same upside level, traders notice.

The one complicating factor is dilution. Twist Bioscience priced an upsized $300M equity offering at $96, with a 30‑day option for more shares. For TWST, that is fresh fuel for R&D and manufacturing expansion; for short‑term traders, it sets a reference level where supply showed up. The fact that the deal was upsized suggests strong demand, but it also gives bears a clear line to defend on pullbacks.

Conclusion

For active traders studying TWST, the setup is a tug‑of‑war between a powerful growth story and still‑ugly bottom‑line math. Twist Bioscience is posting 20%+ revenue growth, guiding above consensus for both Q4 and 2026, and leaning on 77.9% gross margins to push toward adjusted EBITDA breakeven as soon as the current quarter. That is why the stock has surged from the $80s into the $120s and why Wall Street targets have chased it higher to $115.

On the other side, TWST is still losing money, with a ($0.56) EPS loss last quarter and negative returns on capital. The $300M equity raise at $96 adds dilution even as it strengthens the balance sheet and funds manufacturing and product expansion. Short‑term traders need to respect both realities: momentum can stay strong as long as Twist Bioscience keeps beating and raising, but disappointments can unwind gains fast.

This is where discipline matters. As Tim Sykes likes to remind traders, “I’m not here to be right, I’m here to trade what’s actually happening on the chart.” In the same spirit, As Tim Bohen, lead trainer with StocksToTrade says, “If you’re still guessing at the end of your analysis, it’s probably not a trade worth taking.” For TWST, that means tracking how price reacts around prior support near the $96 offering level and recent highs in the mid‑$120s, while keeping one eye on the next earnings print to see if Twist Bioscience actually delivers that breakeven milestone. This article is for educational and research purposes only and is not investment advice.

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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