Twist Bioscience (TWST) Stock Draws Bulls After Guidance Hike And $300M Raise

Twist Bioscience Corporation stocks have been trading up by 17.07 percent following upbeat news on its synthetic biology advancements.

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Key Takeaways

Q3 revenue hit $118.4M, topping estimates and jumping more than 23% year over year, while TWST’s loss per share widened to ($0.56) from ($0.33) last year.
Management lifted fiscal 2026 revenue guidance to $456M–$457M and now targets gross margin above 52%, signaling rising confidence in Twist Bioscience’s growth engine.
Q4 revenue guidance of $123M–$124M sits well above roughly $117M consensus, with TWST expecting adjusted EBITDA breakeven.
TD Cowen, Piper Sandler, and Baird all pushed their TWST price targets to $115 with bullish ratings, leaning on AI-enabled drug discovery demand and a path to a cash-generative model.
The company launched an upsized $300M secondary at $96 per share to accelerate R&D, manufacturing expansion, product development, and general corporate needs.

Live Update At 12:32:44 EDT: On Wednesday, August 19, 2026 Twist Bioscience Corporation stock [NASDAQ: TWST] is trending up by 17.07%! 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 classic high‑growth story name. Recent sessions show Twist Bioscience running from the low $80s to the mid‑$130s, with the latest close near $135.92 after touching an intraday high above $141. That is a big, fast move, and traders need to respect that volatility.

On the daily chart, TWST has stair‑stepped higher since late July, with pullbacks getting bought around prior breakout zones. Intraday, the 5‑minute tape shows a surge off the $128–$131 range at the open, then a steady grind between $135 and $139. That intraday trend suggests dip buyers are firmly in control for now.

More Breaking News

Fundamentally, Twist Bioscience is still loss‑making, but revenue of about $376.6M over the last year, plus gross margin near 77.9%, confirms this is a real business, not a story stock with no sales. Profitability ratios are deep in the red and price‑to‑sales sits around 19.1, so TWST trades like a premium growth name. A current ratio of 2.7 and modest debt levels help support that premium. For active traders, the message is simple: strong trend, rich valuation, and a tape that rewards momentum but punishes late entries.

Why Traders Are Watching TWST Now

Twist Bioscience is back on radar because the company fired off a cluster of catalysts in early 2026/08. First came Q3 numbers: TWST posted $118.4M in revenue, beating roughly $114.5M consensus and growing more than 23% year over year. The catch was a wider loss of ($0.56) per share versus ($0.33) a year earlier. That growth‑versus‑profit tug‑of‑war is exactly what short‑term traders in TWST are now gaming.

The key shift is in guidance. Management raised fiscal 2026 revenue expectations to $456M–$457M from $442M–$447M and now talks about gross margin above 52%. Twist Bioscience also guided Q4 revenue to $123M–$124M, well ahead of the roughly $117M Street view, and publicly targeted adjusted EBITDA breakeven in that quarter. For a name with negative returns on equity and assets, that breakeven line is a major psychological level.

Wall Street responded fast. TD Cowen hiked its TWST price target from $89 to $115 and kept a Buy call, highlighting triple‑digit growth in AI‑enabled drug discovery orders expected again in FY27. Piper Sandler followed, boosting its target from $85 to $115 and leaning on durable AI‑driven demand and a path toward a cash‑generative model. Baird nudged its own number to $115 with an Outperform view. When three shops cluster around the same $115 handle, traders pay attention to that level on the chart.

At the same time, the market reminded everyone that nothing goes straight up. Even with the beat and raised outlook, Twist Bioscience initially traded down about 6% pre‑market after Q3 on the larger‑than‑expected loss. That reaction shows how fast sentiment in TWST can swing when growth headlines clash with red ink.

Layered on top is capital raising. TWST priced an upsized $300M secondary offering of 3.125M shares at $96, with a 30‑day option for another 468,750 shares. Short term, that is dilution and a reference price well below current levels, which can cap upside. Longer term, management plans to push that cash into R&D, manufacturing expansion, and product development. For a synthetic biology platform like Twist Bioscience, those are the knobs that drive future revenue.

Conclusion

For active traders, TWST is a live case study in how growth stories trade when they approach breakeven. Twist Bioscience has strong top‑line momentum, richer guidance, and analysts crowding around a higher $115 target band. The stock has already ripped from the low $80s to the mid‑$130s, fueled by expectations that Q4 adjusted EBITDA breakeven will mark a real inflection point. At the same time, the company is still posting sizable losses and just issued $300M of new stock at $96, which creates both dilution and a potential demand zone on future pullbacks.

The balance sheet looks stronger after that raise, and high gross margins give Twist Bioscience room to scale into its cost base. AI‑enabled drug discovery orders are the core of the long‑term story in TWST, and the Street is clearly leaning into that theme. But no matter how good the narrative sounds, price action remains the final judge. As Tim Bohen, lead trainer with StocksToTrade says, “I focus on what a stock is doing, not what I want it to do. Let the stock prove itself before you make a move.” That mindset is especially relevant in a volatile growth name like TWST, where trading decisions should be dictated by the actual behavior of the stock rather than hopes about the story.

As Tim Sykes likes to remind traders, “The market doesn’t care about your opinion, only your plan.” With TWST, that plan means mapping key levels around $96, $115, and the recent highs, watching how the stock reacts to any confirmation or disappointment on the breakeven goal, and staying disciplined about position size and risk. This coverage is for educational and research purposes only and is meant to help traders study how momentum, dilution, and guidance all collide in a fast‑moving growth name like Twist Bioscience.

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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