Why Twist Bioscience (TWST) Stock Is Up Today

Twist Bioscience (TWST) is up 5.0% today. Here is some analysis on what might have caused this price movement.

Analysis: A single fresh catalyst is not obvious, so the move looks like continued investor enthusiasm around Twist Bioscience’s recent growth updates and its new drug-discovery collaboration with Lilly TuneLab. This could be because investors are still repricing the company after stronger revenue growth, higher full-year guidance, and a clearer path toward adjusted EBITDA breakeven.

Details:

Twist Bioscience announced on September 16, 2026 that it joined Lilly TuneLab to provide antibody characterization data services tied to AI-enabled antibody discovery workflows.

In its fiscal third-quarter 2026 results, the company posted record quarterly revenue of $118.4 million, up more than 23% year over year, and said this was its 14th straight quarter of sequential growth.

Management raised full-year fiscal 2026 revenue guidance to $456 million to $457 million, up from prior guidance of $442 million to $447 million.

The company also reiterated that it expects adjusted EBITDA breakeven in the fourth quarter of fiscal 2026, which may be supporting bullish sentiment in a higher-growth biotech name.

Sources:

Twist Bioscience Investor Relations, SEC, Nasdaq

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 90 times in the past 6 months. Of those trades, 0 have been purchases and 90 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 34 sales selling 615,833 shares for an estimated $82,651,428.
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 50,395 shares for an estimated $5,072,394.
PAULA GREEN (SVP of Human Resources) has made 0 purchases and 10 sales selling 33,521 shares for an estimated $2,805,598.
ROBERT CHESS sold 18,417 shares for an estimated $2,042,261
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 4,939 shares for an estimated $446,734.
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 174 institutional investors add shares of $TWST stock to their portfolio, and 130 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
D. E. SHAW & CO., INC. added 1,158,024 shares (+4198.6%) to their portfolio in Q2 2026, for an estimated $119,137,509

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.