Leerink Partnrs Has Positive Outlook of TWST Q2 Earnings

Twist Bioscience Co. (NASDAQ:TWST) – Investment analysts at Leerink Partnrs upped their Q2 2025 earnings per share (EPS) estimates for shares of Twist Bioscience in a report issued on Monday, February 3rd. Leerink Partnrs analyst P. Souda now expects that the company will post earnings of ($0.59) per share for the quarter, up from their prior estimate of ($0.62). The consensus estimate for Twist Bioscience’s current full-year earnings is ($2.27) per share. Leerink Partnrs also issued estimates for Twist Bioscience’s Q4 2025 earnings at ($0.50) EPS, FY2025 earnings at ($2.18) EPS, Q1 2026 earnings at ($0.49) EPS, Q2 2026 earnings at ($0.48) EPS, Q3 2026 earnings at ($0.43) EPS, Q4 2026 earnings at ($0.38) EPS and FY2026 earnings at ($1.77) EPS.

Twist Bioscience (NASDAQ:TWST) last issued its earnings results on Monday, February 3rd. The company reported ($0.53) earnings per share for the quarter, topping analysts’ consensus estimates of ($0.62) by $0.09. Twist Bioscience had a negative net margin of 66.69% and a negative return on equity of 32.27%. The company had revenue of $88.70 million for the quarter, compared to analysts’ expectations of $86.96 million. During the same period in the prior year, the company earned ($0.75) earnings per share. The firm’s revenue was up 24.1% compared to the same quarter last year.

Several other analysts also recently issued reports on the company. JPMorgan Chase & Co. raised their price target on Twist Bioscience from $35.00 to $40.00 and gave the stock an “underweight” rating in a report on Tuesday. Wolfe Research assumed coverage on Twist Bioscience in a research note on Friday, December 13th. They issued an “outperform” rating and a $60.00 target price on the stock. Robert W. Baird upped their price target on shares of Twist Bioscience from $48.00 to $54.00 and gave the stock an “outperform” rating in a research report on Tuesday. Leerink Partners lifted their price objective on shares of Twist Bioscience from $45.00 to $48.00 and gave the company a “market perform” rating in a research report on Thursday, October 17th. Finally, Barclays decreased their target price on shares of Twist Bioscience from $55.00 to $52.00 and set an “overweight” rating for the company in a research report on Tuesday, November 19th. One analyst has rated the stock with a sell rating, one has given a hold rating and eight have assigned a buy rating to the company. According to data from MarketBeat.com, Twist Bioscience presently has an average rating of “Moderate Buy” and an average target price of $53.80.

Twist Bioscience Stock Down 2.6 %

TWST opened at $52.30 on Thursday. The company’s 50-day moving average price is $48.84 and its 200 day moving average price is $46.32. Twist Bioscience has a fifty-two week low of $27.41 and a fifty-two week high of $60.90. The firm has a market cap of $3.12 billion, a price-to-earnings ratio of -14.53 and a beta of 1.87.

Insider Activity at Twist Bioscience

In other news, insider Dennis Cho sold 806 shares of the firm’s stock in a transaction on Monday, February 3rd. The stock was sold at an average price of $49.35, for a total transaction of $39,776.10. Following the completion of the sale, the insider now directly owns 112,221 shares of the company’s stock, valued at $5,538,106.35. This trade represents a 0.71 % decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, SVP Paula Green sold 1,347 shares of the business’s stock in a transaction on Monday, November 11th. The stock was sold at an average price of $48.00, for a total value of $64,656.00. Following the sale, the senior vice president now directly owns 114,147 shares in the company, valued at $5,479,056. This trade represents a 1.17 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold 59,002 shares of company stock worth $2,851,681 over the last quarter. 3.01% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Twist Bioscience

A number of institutional investors have recently bought and sold shares of the stock. Massachusetts Financial Services Co. MA boosted its holdings in shares of Twist Bioscience by 215.9% in the third quarter. Massachusetts Financial Services Co. MA now owns 29,314 shares of the company’s stock worth $1,324,000 after buying an additional 20,035 shares during the period. Barclays PLC boosted its position in shares of Twist Bioscience by 214.8% in the third quarter. Barclays PLC now owns 153,039 shares of the company’s stock worth $6,913,000 after buying an additional 104,420 shares during the period. FMR LLC grew its holdings in shares of Twist Bioscience by 6.0% during the third quarter. FMR LLC now owns 218,561 shares of the company’s stock valued at $9,875,000 after buying an additional 12,327 shares in the last quarter. Avanza Fonder AB acquired a new position in Twist Bioscience during the fourth quarter valued at $1,059,000. Finally, BNP Paribas Financial Markets lifted its stake in Twist Bioscience by 128.1% in the 3rd quarter. BNP Paribas Financial Markets now owns 38,032 shares of the company’s stock worth $1,718,000 after acquiring an additional 21,357 shares in the last quarter.

About Twist Bioscience

Twist Bioscience Corporation engages in the manufacture and sale of synthetic DNA-based products. The company offers synthetic genes and gene fragments used in product development for therapeutics, diagnostics, chemicals/materials, food/agriculture, data storage, and various applications within academic research by biotech, pharma, industrial chemical, and agricultural companies, as well as academic labs; Oligo pools used in targeted NGS, CRISPR gene editing, mutagenesis experiments, DNA origami, DNA computing, data storage in DNA, and other applications; and immunoglobulin G proteins for customers focused on the pursuit of drug discovery and development.