Twist Bioscience (TWST) Company Overview

Twist Bioscience (TWST) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

Twist Bioscience reported solid Q1 FY25 results, although this was insufficient to drive the company's share price higher. The demand environment remains challenging, and Trump's election has created additional uncertainty. The implementation of tariffs could actually be a tailwind for Twist, though. Express genes and NGS appear to be driving Twist's growth at the moment, and this seems likely to persist for the foreseeable future.

Twist Bioscience (TWST) came out with a quarterly loss of $0.53 per share versus the Zacks Consensus Estimate of a loss of $0.62. This compares to loss of $0.75 per share a year ago.

Twist Bioscience (TWST) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

After losing some value lately, a hammer chart pattern has been formed for Twist Bioscience (TWST), indicating that the stock has found support. This, combined with an upward trend in earnings estimate revisions, could lead to a trend reversal for the stock in the near term.

Twist Bioscience's SynBio and NGS segments continue to generate strong growth, despite macro challenges. The prospects of the biopharma segment are uncertain, highlighted by the sale of milestones and royalties to XOMA for a small amount. Twist's margins continue to improve, and the company now appears to be on a path to cash flow breakeven over the next few years.

Twist Biosciences just posted a solid Q4, which had the stock rising in trading Monday. However, despite impressive sales growth, Twist Biosciences remains unprofitable, with projected losses for several years even as revenues rise. The company does have a solid balance sheet and north of $1.2 billion in net loss carry forwards.

Twist Bioscience (TWST) came out with a quarterly loss of $0.59 per share versus the Zacks Consensus Estimate of a loss of $0.73. This compares to loss of $0.81 per share a year ago.

Since I last covered it, Twist Bioscience has made significant strides. They have secured new partnerships, launched innovative products, and secured strategic financial agreements. TWST's valuation multiples now appear more reasonable, making it a compelling buy for new investors, with a long cash runway and potential self-sustainability by 2025-2026. The company has improved its gross margins and reduced EBIT margins, signaling rapid margin improvement and benefiting from economies of scale.