Revenue Growth - Record revenue of $376.6 million in Fiscal 2025, an increase of 20% from $313.0 million in Fiscal 2024[1] - Q4FY25 revenue reached $99.0 million, up 17% from $84.7 million in Q4FY24, marking the 11th consecutive quarter of sequential growth[1] - SynBio revenue grew 17% to $145.0 million in FY25 compared to $123.5 million in FY24[3] - NGS revenue increased by 23% to $208.1 million in FY25 from $169.1 million in FY24[3] - Biopharma revenue rose 15% to $23.5 million in FY25 compared to $20.3 million in FY24[3] - For FY26, total revenue is expected to be between $425 million and $435 million, representing a growth of 13% to 15.5% year-over-year[10] - Revenues for the three months ended September 30, 2025, increased to $99,009,000, up 16.9% from $84,710,000 in 2024[22] Profitability and Margins - Gross margin improved to 50.7% in FY25, an increase of 8.1 percentage points from 42.6% in FY24[1] - Gross margin for FY26 is projected to be above 52%[10] - Adjusted EBITDA for FY25 was $(46.9) million, an improvement from $(93.5) million in FY24[5] - Adjusted EBITDA for the three months ended September 30, 2025, was $(7,848,000), an improvement from $(17,042,000) in 2024[26] Expenses and Losses - Net loss attributable to common stockholders for the three months ended September 30, 2025, was $27,138,000, compared to a loss of $34,655,000 in 2024, representing a 21.5% improvement[22] - Research and development expenses for the three months ended September 30, 2025, were $17,014,000, down 19.5% from $21,134,000 in 2024[22] - Selling, general and administrative expenses increased to $63,758,000 for the three months ended September 30, 2025, up 19.9% from $53,143,000 in 2024[22] Assets and Liabilities - Total current assets decreased to $332,966,000 as of September 30, 2025, from $346,776,000 in 2024, a decline of 4.0%[24] - Total liabilities increased to $168,903,000 as of September 30, 2025, compared to $141,634,000 in 2024, an increase of 19.2%[24] - Cash and cash equivalents decreased to $183,049,000 as of September 30, 2025, down from $226,316,000 in 2024, a decrease of 19.1%[24] Other Financial Highlights - The company shipped approximately 938,000 genes in FY25, up from approximately 772,000 in FY24[9] - The company reported a gain on the sale of business amounting to $48,847,000 for the twelve months ended September 30, 2025[22] - The weighted average shares used in computing net loss per share attributable to common stockholders increased to 60,424,000 in 2025 from 58,554,000 in 2024[22]

Core Insights - Twist Bioscience Corporation announced its financial results for the fourth quarter and full year of fiscal 2025, ending September 30, 2025 [1] Financial Results - The company will issue its financial results before the market opens on November 14, 2025, and will hold a conference call at 8:00 a.m. Eastern Time to discuss these results [10] Business Highlights - Twist Bioscience focuses on providing synthetic DNA tools for various fields including medicine, agriculture, industrial chemicals, and defense, aiming to improve lives and sustainability [4] - The company utilizes an innovative silicon-based DNA Synthesis Platform that offers precision and efficiency in synthesis, sequencing, and therapeutics discovery [5] Upcoming Events - Emily M. Leproust, Ph.D., CEO, and Adam Laponis, CFO, will participate in a fireside chat at the 7th Annual Wolfe Research Healthcare Conference on November 17, 2025 [8]

Core Insights - Twist Bioscience Corporation is set to release its fourth-quarter earnings on November 14, with analysts predicting a loss of 50 cents per share, an improvement from a loss of 59 cents per share in the same quarter last year [1] - The expected quarterly revenue for Twist Bioscience is $97.36 million, which represents an increase from $84.71 million year-over-year [1] - The company issued FY25 sales guidance that fell below market estimates on August 4 [1] Stock Performance - Shares of Twist Bioscience declined by 6.2%, closing at $29.90 on Thursday [2] Analyst Ratings - Stephens & Co. analyst Steven Etoch initiated coverage with an Overweight rating and a price target of $41 [6] - Goldman Sachs analyst Matthew Sykes maintained a Buy rating but reduced the price target from $55 to $48 [6] - Guggenheim analyst Subbu Nambi reiterated a Buy rating with a price target of $50 [6] - Baird analyst Catherine Ramsey maintained an Outperform rating and lowered the price target from $54 to $44 [6] - JP Morgan analyst Rachel Vatnsdal maintained an Underweight rating and cut the price target from $40 to $33 [6]

Core Viewpoint - Twist Bioscience Corporation is expected to report a quarterly loss of 50 cents per share, an improvement from a loss of 59 cents per share a year ago, with projected revenue of $97.36 million, up from $84.71 million last year [1] Financial Performance - The anticipated quarterly loss for Twist Bioscience is 50 cents per share, compared to a loss of 59 cents per share in the same quarter last year [1] - The consensus estimate for quarterly revenue is $97.36 million, reflecting a year-over-year increase from $84.71 million [1] Stock Performance - Shares of Twist Bioscience declined by 6.2%, closing at $29.90 [2] Analyst Ratings - Stephens & Co. initiated coverage with an Overweight rating and a price target of $41 [6] - Goldman Sachs maintained a Buy rating but reduced the price target from $55 to $48 [6] - Guggenheim reiterated a Buy rating with a price target of $50 [6] - Baird maintained an Outperform rating and lowered the price target from $54 to $44 [6] - JP Morgan maintained an Underweight rating and cut the price target from $40 to $33 [6]

Core Insights - Twist Bioscience Corporation (NASDAQ: TWST) stock has experienced double-digit gains this month, although it is trading at the lower end of its 52-week range [1] - The company is set to release its Q4 and FY2025 results within the next month, which could impact stock performance [1] Company Overview - Twist Bioscience is currently in a phase of stock price recovery, with recent performance indicating positive momentum [1] - The upcoming financial results are anticipated to provide insights into the company's operational performance and future outlook [1] Analyst Background - Gamu Dave Innocent Pasi, a financial professional with extensive experience in investment research, has been involved in analyzing financial statements and capital markets [1] - His expertise includes providing actionable trading ideas and investment recommendations, with a focus on promoting financial inclusion and sustainability [1]

Core Viewpoint - Halper Sadeh LLC is investigating potential breaches of fiduciary duties by certain officers and directors of General Motors Company, encouraging shareholders to contact the firm to discuss their rights and possible legal actions [1][2]. Group 1: Shareholder Rights and Legal Options - Shareholders who acquired General Motors stock on or before February 24, 2021, may seek corporate governance reforms, return of funds, court-approved financial incentives, or other benefits [2]. - The firm operates on a contingent fee basis, meaning shareholders would not incur out-of-pocket legal fees or expenses [2]. Group 2: Importance of Shareholder Participation - Shareholder involvement is crucial for improving company policies, practices, and oversight, which can lead to enhanced transparency, accountability, and ultimately, increased shareholder value [3]. Group 3: Firm's Background and Experience - Halper Sadeh LLC represents global investors affected by securities fraud and corporate misconduct, having successfully implemented corporate reforms and recovered millions for defrauded investors [4].

Core Viewpoint - Halper Sadeh LLC is investigating potential breaches of fiduciary duties by certain officers and directors of Twist Bioscience Corporation, urging shareholders to contact the firm to discuss their rights and possible legal actions [1][2]. Group 1: Shareholder Rights and Legal Options - Shareholders who acquired Twist stock on or before December 20, 2018, may seek corporate governance reforms, return of funds, court-approved financial incentives, or other benefits [2]. - The firm operates on a contingent fee basis, meaning shareholders would not incur out-of-pocket legal fees or expenses [2]. Group 2: Importance of Shareholder Participation - Shareholder involvement is crucial for improving company policies, practices, and oversight, which can lead to enhanced transparency, accountability, and ultimately, increased shareholder value [3]. Group 3: Firm's Background and Experience - Halper Sadeh LLC represents global investors affected by securities fraud and corporate misconduct, having successfully implemented corporate reforms and recovered millions for defrauded investors [4].

Core Insights - Conestoga Capital Advisors reported that equity markets reached new all-time highs in Q3 2025, with the Conestoga Micro-Cap Composite returning 11.7% net-of-fees, while the Russell Microcap Growth Index returned 19.9% [1] Company Overview: Twist Bioscience Corporation - Twist Bioscience Corporation (NASDAQ:TWST) specializes in manufacturing and distributing synthetic DNA-based products, with a one-month return of 23.58% and a 52-week loss of 18.74% [2][3] - As of October 21, 2025, Twist Bioscience's stock closed at $33.39 per share, with a market capitalization of $2.015 billion [2] Financial Performance - In Q3 2025, Twist Bioscience reported revenue of $96.1 million, reflecting an 18% year-over-year growth and approximately 4% sequential growth [4] - The company faced challenges due to softened demand for synthetic DNA products in biotech and academic research markets, leading to slowed order growth amid tighter biopharma funding [3][4] Market Position and Investment Sentiment - Twist Bioscience was held by 23 hedge fund portfolios at the end of Q2 2025, a decrease from 30 in the previous quarter [4] - Despite the long-term growth potential in genomics and DNA data storage, concerns about cash burn and valuation compression across synthetic biology peers have impacted investor sentiment [3][4]

Core Insights - Twist Bioscience Corporation announced the publication of a peer-reviewed paper in Science, focusing on biosecurity screening practices in AI-assisted protein design, led by Microsoft and involving a consortium of experts [1][2][3] Company Overview - Twist Bioscience is a mid-cap growth and value biotech company that emphasizes biosecurity innovation and leadership in policy engagement and technical solutions [1][2] - The company has developed stringent biosecurity screening methods alongside its commercial offerings, ensuring robust practices for known proteins and sequences [3] Industry Context - The publication highlights the need for iterative improvement and cross-industry collaboration in biosecurity screening as AI technologies evolve [2][3] - The study indicates that AI-designed protein variants could evade standard biosecurity screening, necessitating the development of improved detection protocols [3] Collaborative Efforts - Twist's participation in the initiative with Microsoft and other organizations demonstrates a proactive approach to safeguarding public health and advancing responsible research [2][3] - The coordinated red-teaming exercise led to the creation of novel strategies that enhance the accuracy of screening engineered protein sequences [3]

Industry Overview - The biotech industry has shown resilience in 2025 despite ongoing geopolitical tensions and tariff threats, with significant investments in U.S. manufacturing by major pharma and biotech companies [1] - The Zacks Biomedical and Genetics industry includes biopharmaceutical and biotechnology firms that develop innovative drugs using advanced technology [4] - The industry is currently ranked 102 by Zacks, placing it in the top 41% of over 246 Zacks industries, indicating a decent outlook driven by consistent demand for medical treatments [15] Mergers and Acquisitions - 2025 has experienced a surge in mergers and acquisitions, particularly focused on AI-driven drug discovery, as companies seek to expand their product portfolios [2][9] - Notable acquisitions include Roche's purchase of 89bio, Inc. for $3.5 billion and Novartis's acquisition of Tourmaline Bio for $1.4 billion, highlighting a trend towards portfolio expansion in response to changing market dynamics [10] Company Performance - Biotech companies such as Halozyme Therapeutics, Akero Therapeutics, Kiniska Pharmaceuticals, ANI Pharmaceuticals, and Twist BioScience are positioned to outperform the sector [3] - Halozyme Therapeutics has seen a 63.8% increase in shares year-to-date, with a Zacks Consensus Estimate for 2025 EPS rising to $6.18 [25] - Kiniska Pharmaceuticals has experienced an 82.4% share increase, with the Zacks Consensus Estimate for 2025 EPS rising to $1.03 [28] - ANI Pharmaceuticals shares have gained 73.6% this year, with earnings estimates for 2025 increasing by 84 cents [33] - Akero Therapeutics has seen a 66.8% increase in shares, focusing on treatments for metabolic diseases [36] - Twist Bioscience is expanding its technology to include synthetic RNA and antibody proteins, collaborating with Synthetic Design Lab for cancer treatments [41] Market Trends - The focus on innovation and execution is critical, with companies investing heavily in research and development to create breakthrough treatments [6] - The use of AI technology in drug discovery is expected to attract further investment in the biotech sector [11] - New drug approvals have accelerated in 2025, contributing to positive market momentum despite a challenging macro environment [11] Financial Metrics - The Zacks Biomedical and Genetics industry is trading at a trailing 12-month price-to-sales ratio of 2.16X, compared to the S&P 500's 5.95X and the Zacks Medical sector's 2.40X [20] - The industry's stock performance has gained 6% year-to-date, outperforming the Zacks Medical sector, which declined by 0.5% [17]