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TWST

TWST

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Twist Bioscience Corporation

Healthcare · NASDAQ

$5.0B mkt cap

Brief updated Jun 16, 2026

Twist Bioscience Corporation operates as a leading synthetic biology firm, specializing in the production and sale of products developed from synthesized DNA. The company utilizes a unique DNA synthesis platform that facilitates the creation of artificial DNA by "writing" it directly onto silicon ch

Decifer Research·AI synthesis

TWST surges on synthetic biology

Twist Bioscience operates in the healthcare sector, utilizing a unique DNA synthesis platform. The company's revenue growth is 677.0% year-over-year, with a gross margin of 5207.0%. Despite a conviction score of 37/100, the analyst consensus rating is BUY. This discrepancy makes the setup interesting, given the company's significant revenue growth and negative net margin of -1985.0%

Why now

The current market unease, exemplified by the Dow dropping 400 points, highlights the need for innovative healthcare solutions, making TWST's synthetic biology platform more compelling. The recent US-Iran tensions and their potential impact on the stock market add urgency to assessing TWST's prospects

Key risks

Valuation risk is a significant concern, given the company's negative P/E ratio of -61.3x and DCF intrinsic value of $-61. Execution risk is also a factor, as TWST must maintain its rapid revenue growth while improving its net margin. Macro risk, driven by geopolitical events, could further impact the stock's performance

What to watch

Over the next quarter, watch for TWST's revenue growth rate and its ability to improve its net margin, as these metrics will confirm or deny the thesis. The company's upcoming financial reports and any updates on its DNA synthesis platform will be crucial in assessing its prospects and resolving the discrepancy between the conviction score and analyst consensus rating

45Watchlist Conviction
macro
0/25
analyst
7/38
momentum
20/20
forward catalyst
0/15
valuation
6/23
highs
12/12
news catalyst
3/12
options flow
0/12
peer network
0/8
counter thesis
0/3
Key financials
Revenue growth (YoY)677.0%
Gross margin5207.0%
Operating margin-3390.0%
Net margin-1985.0%
P/E ratio-61.3x
Return on equity-1746.0%
FCF yield-189.0%
Debt / equity0.2x
EV / sales12.2x
Valuation
Analyst consensusBUY
DCF fair value$-61
Next EPS estimate$-0.09
Macro context

Stock Market Today: Dow Drops 400 Points, Small Caps Crater On U.S.-Iran Unease; Macy's Wobbles (Live Coverage)

The Dow Jones dropped 400 points and small caps declined significantly due to rising tensions between the U.S. and Iran, sparking geopolitical uncertainty and risk-off sentiment in the markets. This escalation has the potential to impact global markets and asset classes.

Jun 3, 2026

SLB N.V. (SLB): A Top Oil Stock to Buy amid US-Iran War on Expected Growth

The US-Iran conflict is escalating, which could lead to increased geopolitical risk and potentially disrupt oil supplies, making SLB N.V. a potentially attractive investment due to expected growth.

Jun 3, 2026

Update: WTI Oil Rises Again as the United States and Iran Trade Strikes

The United States and Iran have engaged in trade strikes, leading to a rise in WTI oil prices as geopolitical tensions escalate in the region. This conflict has the potential to disrupt global oil supplies and impact markets.

Jun 3, 2026

Oil Rises Again as the United States and Iran Trade Strikes

The United States and Iran have engaged in a series of military strikes, leading to increased tensions in the Middle East and a subsequent rise in oil prices. This conflict has the potential to disrupt global oil supplies and impact the broader macro environment.

Jun 3, 2026

Analyst intelligence
11 Buy1 Hold1 Sell
Earnings intelligence

Earnings surprises

-26.5%

2026-05

-4.2%

2026-02

+10.0%

2025-11

+13.0%

2025-08

-17.9%

2025-05

Generated Tue, 16 Jun 2026 05:06:09 GMT by Decifer intelligence engine. For informational purposes only — not investment advice. Decifer Intelligence Hub.