Twist Bioscience Corporation (NASDAQ:TWST) on Monday posted better-than-expected sales for the first quarter.The company posted first-quarter loss of 50 cents per share, in line with the Wall Street expectations. Sales reached $103.70 million, up 17% year over year, beating the consensus of $102.72 million, and the management guidance of $100 million-$101 million."As we continue through the year and beyond, we remain focused on driving toward profitability with consistent revenue growth, gross margins above ...

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...

We came across a bullish thesis on Twist Bioscience Corporation on Clinical Catalysts’s Substack. In this article, we will summarize the bulls’ thesis on TWST. Twist Bioscience Corporation's share was trading at $41.58 as of January 29th. 30 Funniest Science Jokes, Puns, and Humor Quotes Ever Pixabay/Public Domain Twist Bioscience Corporation manufactures and sells synthetic DNA-based products. TWST has built a differentiated position through its silicon-based DNA synthesis technology, which enables hig ...

Revenue and Growth - Revenue for the three months ended December 31, 2025, increased by 16.9% to $103.7 million from $88.7 million, driven by growth in NGS Applications and DNA Synthesis and Protein Solutions revenues [106]. - The number of genes shipped increased by 32.2% to approximately 271,000 genes for the three months ended December 31, 2025, compared to approximately 205,000 genes for the same period in 2024 [115]. - Total revenues from DNA synthesis and protein solutions were $51.1 million, accounting for 49% of total revenues, while NGS applications generated $52.6 million, accounting for 51% [110]. Financial Performance - Gross margin improved to 52.0% from 48.3%, primarily due to increased revenues and cost savings from process improvements [112]. - Net loss for the three months ended December 31, 2025, was $30.5 million, a slight improvement from a net loss of $31.6 million for the same period in 2024 [105]. Cash Flow and Investments - Cash, cash equivalents, and short-term investments totaled $197.9 million as of December 31, 2025 [105]. - Net cash used in operating activities increased to $24.8 million for the three months ended December 31, 2025, compared to $21.4 million for the same period in 2024 [125]. - Net cash used in operating activities was $24.8 million for the three months ended December 31, 2025, primarily due to a net loss of $30.5 million, adjusted for non-cash items including depreciation and amortization of $6.2 million and stock-based compensation of $13.3 million [126]. - Net cash used in investing activities was $9.9 million during the three months ended December 31, 2025, consisting of purchases of property and equipment totaling $10.0 million [128]. - Net cash provided by financing activities was $0.3 million in the three months ended December 31, 2025, from the exercise of stock options [129]. Expenses - Research and development expenses decreased by 20% to $17.1 million for the three months ended December 31, 2025, compared to $21.3 million for the same period in 2024 [118]. - Selling, general and administrative expenses increased by 24% to $69.7 million for the three months ended December 31, 2025, compared to $56.2 million for the same period in 2024 [119]. Market and Risk - The company has no off-balance sheet arrangements [130]. - There were no changes to critical accounting policies and estimates during the three months ended December 31, 2025 [133]. - The company's exposure to market risk has not changed materially since September 30, 2025 [135].

Twist Bioscience Corporation (NASDAQ:TWST) on Monday posted first-quarter 2026 results of a loss of 50 cents per share, in line with the Wall Street expectations.Sales reached $103.70 million, up 17% year over year, beating the consensus of $102.72 million, and the management guidance of $100 million-$101 million.Adjusted EBITDA loss for the quarter was $13.4 million compared to a loss of $16.3 million a year ago.The company shipped products to approximately 2,538 customers in the first quarter of 2026, com ...

If you are interested in keeping up to date with stocks making moves within the biotech, pharma and healthcare industries, and understanding the key trends and catalysts driving valuations ahead of the market, why not subscribe to my weekly newsletter via my Investing Group, Haggerston BioHealth ?Edmund Ingham is a biotech consultant. He has been covering biotech, healthcare, and pharma for over 5 years, and has put together detailed reports of over 1,000 companies. He leads the investing group Haggerston B ...

Laponis reported that DNA synthesis and protein solutions (DSPS) revenue increased to $51.1 million , up 27% year over year , and said the growth was driven by customers pursuing AI-enabled discovery. Leproust said the company had booked more than $25 million in orders tied specifically to AI discovery in fiscal 2025, describing those orders as “backloaded,” with some orders received in the fourth quarter shipping in the first quarter. In response to analyst questions, she said customers with large orders i ...

U.S. equities are showing resilience in midday trading on Monday, February 2nd, 2026, as major indexes staged a notable rebound from earlier declines. After a volatile overnight session and a soft start to the week, the market found its footing, with investors digesting a mix of corporate news, shifting commodity prices, and an eye towards a busy economic calendar ahead. The midday momentum suggests a market striving to snap a recent losing streak, driven by specific sector strength and a cautious optimism. ...

Twist Bioscience (TWST) came out with a quarterly loss of $0.5 per share versus the Zacks Consensus Estimate of a loss of $0.48. This compares to a loss of $0.53 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -5.26%. A quarter ago, it was expected that this maker of synthetic DNA for the biotechnology industry would post a loss of $0.4 per share when it actually produced a loss of $0.45, delivering a surprise of -12.5%.Over t ...

Financial Data and Key Metrics Changes - Revenue for Q1 increased to $103.7 million, representing a growth of 17% year-over-year and approximately 5% sequentially [21] - Gross margin improved to 52.0%, an increase of approximately four margin points compared to Q1 of Fiscal 2025 [21][25] - Adjusted EBITDA loss was approximately $13.4 million, an improvement of about $2.8 million versus Q1 of Fiscal 2025 [25] Business Line Data and Key Metrics Changes - DNA synthesis and protein solutions revenue rose to $51.1 million, a growth of 27% year-over-year, driven by demand from customers pursuing AI-enabled discovery [21] - NGS applications revenue grew to approximately $52.6 million, with an 18% year-over-year growth when excluding one large customer [21] - Revenue from therapeutics increased to approximately $37.2 million, reflecting a 39% increase year-over-year [22] Market Data and Key Metrics Changes - Americas revenue increased to approximately $58.4 million, a growth of 9% year-over-year [22] - AMEA revenue rose to approximately $38.4 million, a growth of 36% year-over-year [22] - Global supply partner revenue increased by 50% to $12.8 million, driven by new partnerships and growth in diagnostics OEM partners [24] Company Strategy and Development Direction - The company aims to leverage its semiconductor-based DNA synthesis platform to enhance speed, scale, quality, and affordability for customers [6] - The estimated serviceable market has expanded from approximately $2 billion in 2020 to roughly $7 billion today, with expectations to exceed $12 billion by 2030 [8] - The company is focused on disciplined product innovation and expanding its addressable markets while maintaining margin discipline and capital efficiency [28] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in reaching Adjusted EBITDA break-even by Q4 of Fiscal 2026, supported by consistent revenue growth and disciplined investment in operating expenses [29][30] - The company is well-positioned to capitalize on the growing demand for AI-enabled drug discovery and precision diagnostics [30] - Management noted that the growth is driven by a repeatable model and operational execution that scales efficiently [28] Other Important Information - The company plans to host an investor day in May to provide deeper insights into its strategy, product roadmap, and market expansion opportunities [30] - The company has made targeted investments in commercial teams and digital infrastructure to support growth [11][52] Q&A Session Summary Question: Demand for AI-driven discovery and its duration - Management noted that demand is expected to be durable, with customers returning for larger orders and the potential for AI to become the first pass in drug discovery [34] Question: Increased guidance confidence for DNA synthesis and NGS - Management indicated that confidence comes from overall strong performance across the board, with a specific customer dynamic in NGS applications having improved [39] Question: Gross margin expectations for Q2 and beyond - Management expects continued improvements in gross margin throughout the year, but at a moderated pace due to ongoing investments in capacity and automation [48] Question: Strategic investments made in the quarter - Investments were made in hiring sales and commercial personnel, as well as transient investments in digital infrastructure to enhance e-commerce capabilities [52] Question: New partnerships in the diagnostic space - Management is actively working on securing new partnerships for sustained growth in 2027 and beyond, while current growth in 2026 will primarily come from existing partners [58]