Twist Bioscience Stock Rallies On Guidance Hike And $300M Raise

Twist Bioscience Corporation stocks have been trading up by 19.58 percent after strong earnings and upbeat growth guidance.

Spot the Next Big Runner

Click Here for a Millionaire's POV on Trading TWST

SUBSCRIBE FOR ALERTS

JOIN 50,000+ ACTIVE TRADERS

Key Takeaways For TWST Traders

Q3 revenue came in at $118.4M, topping about $114.5M consensus with more than 23% growth, even as the loss widened to ($0.56) per share.
FY26 revenue outlook was raised to $456M–$457M, ahead of roughly $444M Street expectations, with Twist Bioscience now targeting gross margin above 52%.
Management guided Q4 revenue to $123M–$124M and aims for adjusted EBITDA breakeven, positioning fiscal 2027 as a profitable growth year.
An upsized $300M equity offering at $96 per share will fund R&D, manufacturing expansion, and product development, while adding dilution risk.
TD Cowen, Piper Sandler, and Baird all lifted targets to $115 and kept bullish ratings on TWST, leaning into the AI-enabled drug discovery story.

Live Update At 15:02:57 EDT: On Wednesday, August 19, 2026 Twist Bioscience Corporation stock [NASDAQ: TWST] is trending up by 19.58%! Discover the key drivers behind this movement as well as our expert analysis in the detailed breakdown below.

Quick Financial Overview

TWST has been trading like a momentum biotech with a real growth engine behind it. On the tape, Twist Bioscience just ripped from the low $80s at the end of July to a recent close around $138.83, with several big-range days in between. That’s a strong trend, and it tells traders TWST is firmly in play.

Under the hood, Q3 revenue hit $118.4M, beating expectations near $114.5M and growing more than 23% year over year. That kind of top-line acceleration is what keeps growth traders glued to the chart. The catch is profitability. Twist Bioscience still posted a net loss of about $35.1M, or ($0.56) per share, and operating margins remain deeply negative.

More Breaking News

Even so, gross margin sits near 78%, and management now forecasts gross margin above 52% on a GAAP basis for FY26, suggesting scale is starting to work. The balance sheet shows over $166.8M in cash and short-term investments before the new raise, plus low debt relative to equity. For traders, that means TWST has runway to keep funding growth while it pushes toward the adjusted EBITDA breakeven target laid out for Q4.

Why Traders Are Watching TWST Now

TWST is getting that rare combo traders love: strong fundamentals, bullish guidance, and a hot narrative around AI-enabled drug discovery. Twist Bioscience beat Q3 revenue, raised its FY26 outlook to $456M–$457M, and guided Q4 revenue to $123M–$124M, all ahead of consensus. Management says Q4 should hit adjusted EBITDA breakeven, which is a major psychological line for any former cash-burn story.

The Street noticed. TD Cowen hiked its Twist Bioscience price target from $89 to $115 and reaffirmed a Buy, pointing to another year of triple-digit AI-enabled drug discovery order growth in FY27. Piper Sandler also took its target to $115 from $85, arguing TWST is on track for a profitable, cash-generative model. Baird nudged its target to the same $115 zone. When three firms cluster around the same level, traders treat it as an informal anchor.

Price action backs that up. TWST recently traded around $95.66 and popped roughly 4.5% on the Cowen note, then pushed into the high $130s as the broader market digested the guidance. The intraday 5‑minute chart shows steady higher lows most of the afternoon, a classic trend-day look that momentum traders track for continuation.

There is a complication. Twist Bioscience also priced an upsized $300M secondary offering at $96, expanding from $250M as demand came in strong. That adds dilution and often caps near-term upside around the deal price. But it also extends cash runway to fund R&D, manufacturing, and new products, feeding the very growth that analysts are modeling. For short-term traders, TWST is a tug-of-war between dilution fears and a powerful growth and AI narrative.

Conclusion

Twist Bioscience sits at a turning point that active traders should understand clearly. On one side, the numbers are still red: Q3 delivered a ($0.56) per-share loss, and key profitability ratios for TWST remain negative. On the other side, revenue growth north of 23%, raised FY26 guidance, and a Q4 adjusted EBITDA breakeven goal show a company pushing hard toward scale.

The $300M equity raise at $96 adds fresh fuel to the Twist Bioscience balance sheet but also hands the market a reference level many short-term traders will watch. If TWST holds well above that offering price and continues to grind higher, it signals strong demand for the story. If it breaks down toward that zone, dilution worries are likely winning the short-term battle.

Analysts crowding around a $115 price target and highlighting AI-enabled drug discovery give TWST a clear narrative. But narratives alone do not pay. Traders will want to see Twist Bioscience convert guidance into actual cash generation over the next few quarters. As Tim Bohen, lead trainer with StocksToTrade says, “There’s a pattern in everything; you just have to stick around long enough to see it.” For disciplined TWST traders, that means watching how these fundamentals line up with recurring price and volume behavior over time before committing to new setups.

As Tim Sykes likes to say, “The market doesn’t care about your opinion, only the price action and the catalysts.” For TWST, the catalysts are in place. Now it is all about how the price reacts as each new earnings report and guidance update hits the tape.

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.

Looking to level up your trading game? Explore StocksToTrade, the ultimate platform for traders. With powerful tools designed for swing and day trading, integrated news scanning, and even social media monitoring, StocksToTrade keeps you one step ahead.

Check out our quick startup guide for new traders!

Ready to build your watchlists? Check out these curated lists:

Once your watchlist is set, take the next step and trade with confidence using StocksToTrade’s robust platform. Don’t miss out — grab your 14-day trial for just $7 and experience the edge you need to thrive in today’s fast-paced markets.

Start Your Trial Now!