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]

Twist Bioscience Corporation (NASDAQ: TWST ) stock is enjoying a great month with double-digit gains. However, for the past 52-week range, the stock is trading on the lower end of that range. Within the next month, the company will be releasing its Q4 and FY2025 results. IGamu Dave Innocent Pasi is a seasoned financial professional and writer, bringing a wealth of experience from his prior roles as a financial analyst and in investment research. With a strong background in analyzing financial statements, ca ...

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]

Industry Overview - Genomics is a comprehensive study of genomes, focusing on understanding gene functions and interactions within organisms and their environments [1][2] - The field of genomics is gaining traction among pharmaceutical and biotechnology companies due to recent breakthroughs and the potential for personalized medicine [2][4] Market Potential - The genomics market is projected to reach $80.17 billion by 2032, while the synthetic biology market was valued at $16.2 billion in 2024 and is expected to grow at a CAGR of 17.30% from 2025 to 2030 [7] Key Companies GeneDx Holdings Corp. - GeneDx is a leading genomics company specializing in exome and genome tests, which surged 69% year-over-year to $85.9 million in Q2 2025, with test volume increasing by 28% [10] - The company acquired Fabric Genomics in May 2025 to enhance genomic diagnostics through AI-powered interpretation services [11][12] - GeneDx currently holds a Zacks Rank 1 (Strong Buy) [12] Twist Biosciences - Twist Biosciences has developed a DNA synthesis platform for engineering biology, producing synthetic DNA products for various applications, including drug discovery [13][14] - The company has expanded its offerings to include synthetic RNA and antibody proteins, catering to biotech, pharma, and industrial sectors [14][15] - Twist Biosciences holds a Zacks Rank 3 (Hold) [15] Wave Life Sciences - Wave Life Sciences focuses on RNA medicines, utilizing its PRISM platform to develop treatments for both rare and common disorders [16] - The company has a diverse pipeline targeting conditions such as obesity, AATD, DMD, and HD, with its first siRNA candidate, WVE-007, entering clinical development [17][18] - Wave Life Sciences ended Q2 with cash and equivalents of $208.5 million, sufficient to fund operations into 2027, and holds a Zacks Rank 3 [19]

Core Insights - Twist Bioscience Corp. (NASDAQ:TWST) is recognized as a leading emerging technology stock, specializing in synthetic DNA manufacturing through a silicon-based synthesis platform, which offers scalable production with high accuracy and affordability compared to traditional methods [1][6] Company Performance - TD Cowen analyst Brendan Smith reaffirmed a Buy rating on Twist Bioscience with a price target of $36 following the company's presentation at the Baird Global Healthcare Conference 2025, where management discussed advancements in profitability and operational efficiency [3] - The company reported gross margins exceeding 50%, indicating effective scaling and disciplined execution, with a goal to achieve adjusted EBITDA breakeven by fiscal 2026 [4] - Management noted that each additional dollar of revenue contributes approximately $0.75 to $0.80 to gross margin [4] Growth Opportunities - Management identified several growth levers, including the expansion of the MRD opportunity, customer migration from microarrays to Twist's sequencing solutions, and further integration of synthetic biology with biopharma [5] - Despite the growth potential, challenges such as a tough funding environment and the need to balance cost discipline with innovation were acknowledged [5] Industry Context - The platform developed by Twist Bioscience has applications in various sectors, including drug discovery, diagnostics, agriculture, and data storage, positioning the company as a frontrunner in the commercial potential of synthetic biology [2]