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Twist Bioscience Corp (TWST) Stock Fundamental Analysis & AI Rating 2026

TWST Nasdaq Biological Products, (No Diagnostic Substances) DE CIK: 0001581280
Recently Updated • Analysis: Apr 18, 2026 • SEC Data: 2025-12-31
HOLD
55% Conf
Pending
Analysis scheduled

📊 TWST Key Takeaways

Revenue: $103.7M
Net Margin: -29.4%
Free Cash Flow: $-34.8M
Current Ratio: 3.78x
Debt/Equity: 0.00x
EPS: $-0.50
AI Rating: HOLD with 55% confidence
Twist Bioscience Corp (TWST) receives a HOLD rating with 55% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $103.7M, net profit margin of -29.4%, and return on equity (ROE) of -6.7%, Twist Bioscience Corp demonstrates mixed fundamentals in the Healthcare sector. Below is our complete TWST stock analysis for 2026.

Is Twist Bioscience Corp (TWST) a Good Investment?

Claude

Twist Bioscience demonstrates solid revenue growth (+20.3% YoY) and a fortress balance sheet with $148.6M cash and minimal debt, providing multi-year financial runway. However, the company remains significantly unprofitable with -$30.5M net income and concerning cash burn of -$34.8M FCF, requiring substantial margin improvement or revenue acceleration to achieve sustainability.

Why Buy Twist Bioscience Corp Stock? TWST Key Strengths

Claude
  • + Strong revenue growth of +20.3% YoY demonstrating market traction in synthetic biology
  • + Excellent liquidity with $148.6M cash reserves and 3.78x current ratio
  • + Minimal debt with 0.00 debt/equity ratio providing maximum financial flexibility

TWST Stock Risks: Twist Bioscience Corp Investment Risks

Claude
  • ! Significant negative cash burn of -$34.8M FCF limiting runway to approximately 4-5 years at current rate
  • ! Deep unprofitability with -31.7% operating margin and -29.4% net margin
  • ! Negative operating cash flow of -$24.8M indicates core business is not self-supporting yet

Key Metrics to Watch

Claude
  • * Quarterly revenue growth rate and acceleration trajectory toward profitability
  • * Operating cash flow trends and free cash flow burn rate deceleration
  • * Gross margin expansion and path to positive operating income

Twist Bioscience Corp (TWST) Financial Metrics & Key Ratios

Revenue
$103.7M
Net Income
$-30.5M
EPS (Diluted)
$-0.50
Free Cash Flow
$-34.8M
Total Assets
$638.1M
Cash Position
$148.6M

💡 AI Analyst Insight

Strong liquidity with a 3.78x current ratio provides a solid financial cushion.

TWST Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin -31.7%
Net Margin -29.4%
ROE -6.7%
ROA -4.8%
FCF Margin -33.5%

TWST vs Healthcare Sector: How Twist Bioscience Corp Compares

How Twist Bioscience Corp compares to Healthcare sector averages

Net Margin
TWST -29.4%
vs
Sector Avg 12.0%
TWST Sector
ROE
TWST -6.7%
vs
Sector Avg 15.0%
TWST Sector
Current Ratio
TWST 3.8x
vs
Sector Avg 2.0x
TWST Sector
Debt/Equity
TWST 0.0x
vs
Sector Avg 0.6x
TWST Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Twist Bioscience Corp Stock Overvalued? TWST Valuation Analysis 2026

Based on fundamental analysis, Twist Bioscience Corp has mixed fundamental signals relative to the Healthcare sector in 2026.

Return on Equity
-6.7%
Sector avg: 15%
Net Profit Margin
-29.4%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.00x
Sector avg: 0.6x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Twist Bioscience Corp Balance Sheet: TWST Debt, Cash & Liquidity

Current Ratio
3.78x
Quick Ratio
3.37x
Debt/Equity
0.00x
Debt/Assets
28.5%
Interest Coverage
N/A
Long-term Debt
$833.0K

TWST Revenue & Earnings Growth: 5-Year Financial Trend

TWST 5-year financial data: Year 2021: Revenue $132.3M, Net Income -$107.7M, EPS N/A. Year 2022: Revenue $203.6M, Net Income -$139.9M, EPS $-3.57. Year 2023: Revenue $245.1M, Net Income -$152.1M, EPS $-3.15. Year 2024: Revenue $313.0M, Net Income -$217.9M, EPS $-4.04. Year 2025: Revenue $376.6M, Net Income -$204.6M, EPS $-3.60.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Twist Bioscience Corp's revenue has grown significantly by 185% over the 5-year period, indicating strong business expansion. The most recent EPS of $-3.60 indicates the company is currently unprofitable.

TWST Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-33.5%
Free cash flow / Revenue

TWST Quarterly Earnings & Performance

Quarterly financial performance data for Twist Bioscience Corp including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $88.7M -$30.5M $-0.50
Q3 2025 $81.5M $20.4M $0.33
Q2 2025 $75.3M -$39.3M $-0.66
Q1 2025 $71.5M -$31.6M $-0.53
Q3 2024 $63.7M -$57.4M $-1.01
Q2 2024 $60.2M -$45.5M $-0.79
Q1 2024 $54.2M -$41.8M $-0.74
Q3 2023 $56.1M -$57.4M $-1.01

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Twist Bioscience Corp Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$24.8M
Cash generated from operations
Capital Expenditures
$10.0M
Investment in assets
Dividends
None
No dividend program

TWST SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Twist Bioscience Corp (CIK: 0001581280)

📋 Recent SEC Filings

Date Form Document Action
Apr 16, 2026 4 xslF345X06/marketforms-72938.xml View →
Apr 13, 2026 4 xslF345X06/marketforms-72923.xml View →
Apr 3, 2026 4 xslF345X06/marketforms-72864.xml View →
Mar 24, 2026 4 xslF345X06/marketforms-72711.xml View →
Mar 24, 2026 4 xslF345X06/marketforms-72712.xml View →

Frequently Asked Questions about TWST

What is the AI rating for TWST?

Twist Bioscience Corp (TWST) has an AI rating of HOLD with 55% confidence, based on fundamental analysis of SEC EDGAR filings.

What are TWST's key strengths?

Claude: Strong revenue growth of +20.3% YoY demonstrating market traction in synthetic biology. Excellent liquidity with $148.6M cash reserves and 3.78x current ratio.

What are the risks of investing in TWST?

Claude: Significant negative cash burn of -$34.8M FCF limiting runway to approximately 4-5 years at current rate. Deep unprofitability with -31.7% operating margin and -29.4% net margin.

What is TWST's revenue and growth?

Twist Bioscience Corp reported revenue of $103.7M.

Does TWST pay dividends?

Twist Bioscience Corp does not currently pay dividends.

Where can I find TWST SEC filings?

Official SEC filings for Twist Bioscience Corp (CIK: 0001581280) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is TWST's EPS?

Twist Bioscience Corp has a diluted EPS of $-0.50.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is TWST a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Twist Bioscience Corp has a HOLD rating with 55% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is TWST stock overvalued or undervalued?

Valuation metrics for TWST: ROE of -6.7% (sector avg: 15%), net margin of -29.4% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy TWST stock in 2026?

Our dual AI analysis gives Twist Bioscience Corp a combined HOLD rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is TWST's free cash flow?

Twist Bioscience Corp's operating cash flow is $-24.8M, with capital expenditures of $10.0M. FCF margin is -33.5%.

How does TWST compare to other Healthcare stocks?

Vs Healthcare sector averages: Net margin -29.4% (avg: 12%), ROE -6.7% (avg: 15%), current ratio 3.78 (avg: 2).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 18, 2026 | Data as of: 2025-12-31 | Powered by Claude AI