Twist Bioscience Slides as Investors Appear to Cool on Recent AI-Fueled Rally

Twist Bioscience Corporation (TWST) is down 7.3% today. Here is some analysis on what might have caused this price movement.

Analysis: A clear company-specific catalyst was not obvious today, so the selloff looks most likely tied to profit-taking after a very sharp recent rally. This could be because enthusiasm around Twist’s role in a high-profile AI protein-design validation project had already pushed shares higher, while investors also continued to digest recent equity issuance and resale-related filings.

Details:

Twist was identified as one of the independent labs that produced and tested AI-designed proteins in a recent protein binder campaign, a development that helped lift attention around its drug-discovery and protein-services capabilities.

The company has not posted a newer press release on its investor site since early August, suggesting there may not be fresh fundamental news behind today’s decline.

Twist reported fiscal third-quarter 2026 revenue growth, said revenue exceeded guidance, and raised full-year revenue guidance earlier this month, so today’s weakness does not appear to be driven by a newly disclosed operational miss.

Investors may also still be weighing dilution after Twist announced and priced an upsized common-stock offering in early August, along with an August 19 SEC filing tied to the resale registration of shares issuable to Invenra.

Sources:

Twist Bioscience, SEC, Anthropic

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 78 times in the past 6 months. Of those trades, 0 have been purchases and 78 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 21 sales selling 259,463 shares for an estimated $25,948,006.
PATRICK JOHN FINN (President and COO) has made 0 purchases and 13 sales selling 96,852 shares for an estimated $10,761,914.
DENNIS CHO (See Remarks) has made 0 purchases and 11 sales selling 50,414 shares for an estimated $4,999,513.
PAULA GREEN (SVP of Human Resources) has made 0 purchases and 10 sales selling 33,552 shares for an estimated $2,702,137.
ROBERT CHESS has made 0 purchases and 2 sales selling 28,417 shares for an estimated $2,512,261.
ADAM LAPONIS (Chief Financial Officer) has made 0 purchases and 7 sales selling 19,980 shares for an estimated $1,421,659.
JAN JOHANNESSEN sold 12,000 shares for an estimated $673,440
ROBERT F. WERNER (Chief Accounting Officer) has made 0 purchases and 9 sales selling 4,947 shares for an estimated $428,970.
KATRYN BLAKE sold 2,240 shares for an estimated $275,251
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 184 institutional investors add shares of $TWST stock to their portfolio, and 149 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC removed 3,779,835 shares (-63.5%) from their portfolio in Q2 2026, for an estimated $388,869,424
PRICE T ROWE ASSOCIATES INC /MD/ added 3,564,347 shares (+5069.8%) to their portfolio in Q2 2026, for an estimated $366,700,019
EDGEPOINT INVESTMENT GROUP INC. removed 2,856,356 shares (-53.1%) from their portfolio in Q2 2026, for an estimated $293,861,905
FMR LLC added 2,813,099 shares (+148.8%) to their portfolio in Q2 2026, for an estimated $289,411,625
ARK INVESTMENT MANAGEMENT LLC removed 1,792,930 shares (-28.3%) from their portfolio in Q2 2026, for an estimated $184,456,638
ARTISAN PARTNERS LIMITED PARTNERSHIP removed 1,565,760 shares (-24.6%) from their portfolio in Q2 2026, for an estimated $161,085,388
FARALLON CAPITAL MANAGEMENT LLC added 1,420,000 shares (+18562.1%) to their portfolio in Q1 2026, for an estimated $67,478,400

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.