Twist Bioscience stock gained 8.66 percent after Lilly deal on October 5, 2026

Published on 10/06/2026 at 10:08 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Twist Bioscience stock posted USD 118.38 million in fiscal Q3 revenue, up 23.2 percent year over year. Guggenheim raised its target to USD 212 on October 1, 2026.

TWST, US90184D1000, Illustration mit AI erstellt.

Twist Bioscience (ISIN US90184D1000) was last at USD 205.00 on Nasdaq on October 5, 2026 at 4:00 p.m. ET, up 8.66 percent from the prior close. The move followed the company's September 16, 2026 agreement to provide antibody characterization data and services for Eli Lilly's TuneLab AI and machine-learning drug discovery platform, as Twist Bioscience reported.

Lilly deal expands the data role

The agreement lets TuneLab users order Twist antibody services through preferred protocols, generating wet-lab data for models including AbLab. That gives Twist a direct service role inside a pharmaceutical AI workflow rather than limiting the company to standalone synthetic DNA products.

The commercial case is still tied to execution. The company's own release said the expected benefits of the arrangement are forward-looking, while risks include customer adoption, competition, manufacturing capacity and the ability to achieve profitability.

Revenue growth meets a large loss

Fiscal Q3 2026 revenue reached USD 118.38 million, an increase of 23.2 percent from the prior year, according to MarketBeat. Diluted EPS was negative USD 0.56 against consensus of negative USD 0.51, while revenue exceeded the USD 114.55 million estimate.

Twist raised fiscal 2026 revenue guidance to USD 456 million to USD 457 million and reiterated its target for adjusted EBITDA breakeven in fiscal Q4 2026, according to Trefis. The contrast is clear: top-line growth is accelerating, but profitability remains the central test.

Targets trail the Nasdaq price

Guggenheim raised its target from USD 107 to USD 212 on October 1, 2026, while Leerink Partners lifted its target from USD 160 to USD 190 on September 29, 2026, according to Ticker Nerd. The split between the USD 212 high target and lower estimates shows how sharply expectations have widened.

Ticker Nerd lists 13 analysts, with nine Buy ratings, three Hold ratings and one Sell rating. The median target is USD 115, with a low of USD 36 and a high of USD 212, all below the October 5 Nasdaq price of USD 205.00 except for the highest estimate.

Twist Bioscience stock stays near its yearly high

Twist Bioscience stock was last at USD 205.00 on October 5, 2026, with a session range of USD 189.25 to USD 207.90. Its market capitalization was USD 12.8 billion, and the 52-week range was USD 23.30 to USD 207.90.