Twist Bioscience (TWST) reported fiscal third-quarter 2026 revenue of $118.4 million, up 23% from $96.1 million a year earlier and marking its 14th consecutive quarter of sequential growth.
The company posted a net loss of $35.1 million, or $0.56 per diluted share, compared with net income of $20.4 million, or $0.33 per diluted share, in the year-earlier period. Twist raised its fiscal 2026 revenue guidance to $456 million to $457 million and reiterated its expectation to achieve adjusted EBITDA breakeven in the fourth quarter.
- Quarter ended June 30, 2026.
- Gross margin was 52.8%, up from 51.6% in the prior quarter.
- DNA Synthesis and Protein Solutions revenue rose 39% to $56.6 million.
- NGS Applications revenue rose 12% to $61.8 million.
- Cash, cash equivalents and short-term investments totaled approximately $167 million as of June 30, 2026.
- Twist shipped products to approximately 2,650 customers during the quarter.
$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 137 institutional investors add shares of $TWST stock to their portfolio, and 110 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.
