Twist Bioscience stock reports 23 percent revenue growth

Published on 10/04/2026 at 22:27 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Twist Bioscience stock carries a Moderate Buy consensus from 12 firms and an average target of USD 103.00. Fiscal Q3 revenue reached USD 118.4 million.

TWST, US90184D1000, Illustration mit AI erstellt.

Twist Bioscience (ISIN US90184D1000) reported fiscal Q3 2026 revenue of USD 118.4 million, up 23 percent year over year, as Yahoo Finance reported on October 1, 2026. The stock was last at USD 188.67 on Nasdaq on October 2, 2026 at 4:00 p.m. ET, up USD 0.62 or 0.33 percent from the prior close.

Revenue growth reaches 23 percent

Twist's latest quarterly revenue marked its fourteenth consecutive quarter of sequential growth, according to Yahoo Finance. Gross margin reached 52.8 percent, compared with 51.6 percent in the prior quarter, while NGS Applications revenue increased 12 percent to USD 61.8 million.

The quarter also shows the central tension in the story. Consolidated net loss was USD 35.1 million in fiscal Q3 2026, and diluted GAAP earnings per share were negative USD 0.56, according to the latest financial statement period. Growth is accelerating, but profitability remains a later milestone.

Guidance points to a key milestone

Management raised fiscal 2026 revenue guidance to USD 456 million to USD 457 million and reiterated adjusted EBITDA breakeven for fiscal Q4 2026, Yahoo Finance reported. That guidance gives investors a measurable checkpoint: the company must convert quarterly revenue growth into positive adjusted operating performance by the end of fiscal 2026.

AI-enabled drug discovery is adding to the narrative, but the market is also pricing in execution. Yahoo Finance described a split between analysts emphasizing peer valuation and AI-driven opportunity and those warning that recent gains already reflect optimistic assumptions.

Consensus target trails the stock

The valuation gap is explicit. MarketBeat lists a Moderate Buy consensus from 12 research firms, comprising eight buys, two holds and two sells, with an average 12-month price target of USD 103.00. That target stands below the October 2 market price of USD 188.67, making the revenue and breakeven milestones more important to the valuation debate.

Analyst views remain unusually wide. Moomoo reported on October 1, 2026 that Guggenheim maintained a Buy rating while raising its target from USD 107 to USD 212. The contrast with the broader USD 103.00 consensus underlines how dependent the stock remains on continued growth and delivery of the fiscal Q4 profitability target.

TWST stays near its yearly high

TWST was last at USD 188.67 on Nasdaq on October 2, 2026 at 4:00 p.m. ET. Its 52-week range was USD 23.30 to USD 200.31, while market capitalization stood at USD 11.7 billion and volume reached 2,082,083 shares.