Twist Bioscience jumps as investors build on strong guidance and AI-drug-discovery enthusiasm

Twist Bioscience (TWST) is up 17.5% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely driver appears to be continued momentum after Twist’s recent quarterly report showed record revenue and higher full-year guidance, which reinforced confidence in its growth trajectory. This could also be because investors are leaning further into the company’s AI-enabled drug-discovery exposure, an area management has highlighted as a fast-growing opportunity.

Details:

Twist reported fiscal third-quarter 2026 revenue of about $118.4 million, up roughly 23% from a year earlier, marking another quarter of strong top-line expansion.

The company raised its fiscal 2026 revenue outlook to about $456 million to $457 million, above its prior guidance range, signaling stronger-than-expected demand.

Management highlighted rapid growth in therapeutic revenue and said the AI-enabled drug-discovery funnel continues to expand, which may be supporting a richer valuation.

Several analyst price targets moved higher after the earnings release, suggesting Wall Street became more constructive even after the company posted a quarterly loss.

Sources:

Twist Bioscience, SEC, TipRanks

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 69 times in the past 6 months. Of those trades, 0 have been purchases and 69 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 260,029 shares for an estimated $25,361,291.
DENNIS CHO (See Remarks) has made 0 purchases and 10 sales selling 35,455 shares for an estimated $2,973,610.
PAULA GREEN (SVP of Human Resources) has made 0 purchases and 10 sales selling 33,657 shares for an estimated $2,581,437.
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 20,100 shares for an estimated $1,245,784.
PATRICK JOHN FINN (President and COO) has made 0 purchases and 6 sales selling 18,745 shares for an estimated $1,182,218.
JAN JOHANNESSEN sold 12,000 shares for an estimated $673,440
ROBERT F. WERNER (Chief Accounting Officer) has made 0 purchases and 8 sales selling 5,117 shares for an estimated $294,795.
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.

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$TWST Hedge Fund Activity

We have seen 185 institutional investors add shares of $TWST stock to their portfolio, and 148 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.