Twist Bioscience (TWST)
Writes synthetic DNA on silicon for sequencing workflows, biological research, and antibody discovery.
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Sells synthetic genes, oligo pools, proteins, antibody-discovery services, and NGS workflow products built on a silicon DNA-synthesis platform. Revenue is split roughly evenly between DNA Synthesis and Protein Solutions and NGS Applications, with all products manufactured at its U.S. facilities.
Manufactures synthetic DNA and sequencing-workflow products on a silicon-based platform that runs many miniaturized synthesis reactions in parallel. DNA Synthesis and Protein Solutions covers synthetic genes, oligo pools, DNA libraries, proteins, and antibody-discovery services; NGS Applications includes target-enrichment panels, library-preparation kits, adapters, and synthetic controls.
Customized products are sold through direct teams, distributors, and an e-commerce ordering system to therapeutics, diagnostics, industrial, academic, government, and supply-partner customers worldwide. Most revenue comes from the Americas, with Europe, the Middle East, and Africa the next-largest region. Parallel synthesis and automated manufacturing support high-throughput custom orders and rapid-turnaround offerings.
After spinning out DNA data storage as Atlas Data Storage, operations focus on life-science products and services. All products are manufactured in South San Francisco and Wilsonville, while a critical synthesis component comes from a single-source supplier.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 17, 2026 | Leerink Partners | Reiterate | Rating: —Target: $110 | Target: $160 |
| Sep 9, 2026 | BWS Financial | Initiate | Rating: — | |
| Sep 9, 2026 | UBS | Initiate | Rating: —Target: $89 | Target: $144 |
| Aug 5, 2026 | Piper Sandler | Reiterate | Rating: —Target: $85 | Target: $115 |
| Aug 4, 2026 | Robert W. Baird | Target | Target: $65 | Target: $115 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $166.8M · Total debt $93.6M · Total assets $672.4M · Shareholders' equity $445.7M
- Revenue
- $118.4M
- Operating income
- −$36.3M
- Net income
- −$35.1M
No dividends on record.
| Institutions | ≈ 120.02% | 75.26M shares | |
|---|---|---|---|
| 348 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 2.14% | 1.34M shares | |
| 13 holders · as of Sep 21, 2026 | |||
| Strategic holders | 9.91% | 6.22M shares | |
| 1 holder · as of Mar 6, 2026 | |||
| Adds to | 132.07% | ||
62.71M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 132.07%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Artisan Partners Asset Management Inc.Strategic | 9.91% | 6.22M | filed Mar 6, 2026 |
BlackRock, Inc.Institution | 9.30% | 5.83M | as of Jun 30, 2026 |
Artisan Partners Limited PartnershipInstitution | 7.66% | 4.80M | as of Jun 30, 2026 |
FMR LLCInstitution | 7.50% | 4.70M | as of Jun 30, 2026 |
Ark Investment Management LLCInstitution | 7.26% | 4.55M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 17, 2026 | Emily M. Leproust | director, officer: Chief Executive Officer | −356,546 | $157.99 |
| Sep 8, 2026 | Robert F. Werner | officer: Chief Accounting Officer | −238 | $122.62 |
| Sep 8, 2026 | Emily M. Leproust | director, officer: Chief Executive Officer | −2,302 | $122.62 |
| Sep 8, 2026 | Paula Green | officer: SVP of Human Resources | −907 | $122.62 |
| Sep 8, 2026 | Dennis Cho | officer: See Remarks | −412 | $122.62 |
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IDT subsidiary: dominant custom oligo, gene fragment, and NGS prep supplier.
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- Illumina
Dominant NGS platform; vertically integrated library-prep and enrichment kits.
- Agilent Technologies
Market-leading SureSelect target enrichment and oligo library synthesis platform
- Azenta
Gene synthesis and sequencing services CRO competing on turnaround and breadth.
- OmniAb
Transgenic-animal antibody discovery platform with AI screening; 107 partners.
- Charles River Laboratories
Full-service CRO with phage display and VHH antibody discovery capabilities.
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Twist Bioscience | $169.01 | +1.92% | $10.33B | — | — | 23.9 | +23.3% |
| Danaher | $218.19 | +1.09% | $151.67B | 38.3 | 24.7 | 6.0 | +5.5% |
| Thermo Fisher Scientific | $657.96 | −0.12% | $244.81B | 35.4 | 25.1 | 5.3 | +10.5% |
| Illumina | $243.30 | +1.88% | $36.13B | 44.6 | 42.6 | 8.0 | +9.4% |
| Agilent Technologies | $164.61 | +1.65% | $45.75B | 31.9 | 25.1 | 6.2 | +8.1% |
| Azenta | $34.19 | +1.30% | $1.56B | — | 61.3 | 2.5 | +12.0% |
| OmniAb | $4.74 | +3.38% | $664.0M | — | — | 17.3 | +244.2% |
| Charles River Laboratories | $284.00 | +1.79% | $13.44B | — | 23.1 | 3.4 | −2.7% |
| Median | 36.9 | 25.1 | 6.0 | +9.4% |