Twist Bioscience Jumps as Raised 2026 Outlook Appears to Drive Buying

Twist Bioscience Corporation (TWST) is up 10.4% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely catalyst is Twist Bioscience’s fiscal third-quarter update on August 3, 2026, especially its higher full-year revenue outlook. Investors also appear to be responding to the company’s continued push toward adjusted EBITDA breakeven, which can matter more than a quarterly EPS miss for a fast-growing life sciences platform.

Details:

Twist Bioscience announced fiscal 2026 third-quarter financial results before the market opened on August 3, putting the stock in focus immediately.

The company raised its full-year fiscal 2026 revenue outlook to $456 million to $457 million, up from its prior range of $442 million to $447 million.

In its previous quarterly guidance, Twist had pointed investors to third-quarter revenue of roughly $114 million to $115 million and reiterated a goal of adjusted EBITDA breakeven in the fourth quarter of fiscal 2026.

This could also be because investors are rewarding improving execution and stronger demand trends in Twist’s synthetic biology and sequencing-related businesses, with the guidance increase signaling confidence that growth is holding up.

Sources:

Twist Bioscience Investor Relations, SEC, MarketBeat

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$TWST Insider Trading Activity

$TWST insiders have traded $TWST stock on the open market 76 times in the past 6 months. Of those trades, 0 have been purchases and 76 have been sales.

Here’s a breakdown of recent trading of $TWST stock by insiders over the last 6 months:

EMILY M. LEPROUST (Chief Executive Officer) has made 0 purchases and 19 sales selling 126,659 shares for an estimated $8,480,435.
PATRICK JOHN FINN (President and COO) has made 0 purchases and 12 sales selling 92,779 shares for an estimated $4,887,574.
PAULA GREEN (SVP of Human Resources) has made 0 purchases and 11 sales selling 73,122 shares for an estimated $4,605,149.
DENNIS CHO (See Remarks) has made 0 purchases and 10 sales selling 26,279 shares for an estimated $1,624,155.
ADAM LAPONIS (Chief Financial Officer) has made 0 purchases and 8 sales selling 27,100 shares for an estimated $1,595,784.
JAN JOHANNESSEN has made 0 purchases and 2 sales selling 14,200 shares for an estimated $778,834.
ROBERT F. WERNER (Chief Accounting Officer) has made 0 purchases and 9 sales selling 12,125 shares for an estimated $608,233.
ROBERT CHESS has made 0 purchases and 2 sales selling 12,184 shares for an estimated $575,402.
MELISSA A. STAROVASNIK has made 0 purchases and 3 sales selling 3,500 shares for an estimated $231,435.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

$TWST Hedge Fund Activity

We have seen 138 institutional investors add shares of $TWST stock to their portfolio, and 111 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

FMR LLC added 1,821,008 shares (+2641.6%) to their portfolio in Q1 2026, for an estimated $86,534,300
FARALLON CAPITAL MANAGEMENT LLC added 1,420,000 shares (+18562.1%) to their portfolio in Q1 2026, for an estimated $67,478,400
CITADEL ADVISORS LLC added 1,188,351 shares (+3707.9%) to their portfolio in Q1 2026, for an estimated $56,470,439
MILLENNIUM MANAGEMENT LLC removed 1,147,142 shares (-76.6%) from their portfolio in Q1 2026, for an estimated $54,512,187
AMERICAN CENTURY COMPANIES INC removed 827,796 shares (-95.6%) from their portfolio in Q1 2026, for an estimated $39,336,865
STEPHENS INVESTMENT MANAGEMENT GROUP LLC added 767,364 shares (+inf%) to their portfolio in Q2 2026, for an estimated $78,946,408
POINT72 ASSET MANAGEMENT, L.P. added 669,732 shares (+inf%) to their portfolio in Q1 2026, for an estimated $31,825,664

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$TWST Price Targets

Multiple analysts have issued price targets for $TWST recently. We have seen 8 analysts offer price targets for $TWST in the last 6 months, with a median target of $89.5.

Here are some recent targets:

Vijay Kumar from Evercore ISI Group set a target price of $102.0 on 07/06/2026
Subbu Nambi from Guggenheim set a target price of $107.0 on 06/29/2026
Luke Sergott from Barclays set a target price of $95.0 on 06/24/2026
Brendan Smith from TD Cowen set a target price of $89.0 on 06/15/2026
Kyle Mikson from Canaccord Genuity set a target price of $90.0 on 06/15/2026
David Westenberg from Piper Sandler set a target price of $85.0 on 06/11/2026
Catherine Ramsey from Baird set a target price of $65.0 on 05/05/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.