Key Points
- Insider sale: Dennis Cho sold 1,099 shares of Twist Bioscience at an average $46.58 on Feb. 3 for $51,191.42, trimming his stake by 0.76% to 143,581 shares (~$6.69M).
- Broader insider activity: The Cho sale adds to multiple senior insider sell-offs this week (including the CEO, CAO and SVP), occurring even as the company lifted guidance and some analysts raised price targets on stronger AI‑linked demand.
- Quarterly results showed revenue of $103.7M (up 16.9% YoY) beating estimates but an EPS miss of ($0.50) vs. ($0.48) consensus; the stock trades near $47 with a consensus analyst target around $45.88 and mixed ratings.
Twist Bioscience Corporation (NASDAQ:TWST - Get Free Report) insider Dennis Cho sold 1,099 shares of the firm's stock in a transaction that occurred on Tuesday, February 3rd. The shares were sold at an average price of $46.58, for a total value of $51,191.42. Following the completion of the transaction, the insider owned 143,581 shares in the company, valued at approximately $6,688,002.98. This trade represents a 0.76% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link.
Dennis Cho also recently made the following trade(s):
- On Monday, December 22nd, Dennis Cho sold 324 shares of Twist Bioscience stock. The stock was sold at an average price of $34.56, for a total transaction of $11,197.44.
Twist Bioscience Price Performance
NASDAQ TWST traded up $0.28 during trading hours on Friday, hitting $47.38. 52,103 shares of the company's stock traded hands, compared to its average volume of 1,427,932. The company has a market capitalization of $2.90 billion, a PE ratio of -37.46 and a beta of 2.24. The company has a debt-to-equity ratio of 0.03, a current ratio of 3.78 and a quick ratio of 3.33. Twist Bioscience Corporation has a 52-week low of $23.30 and a 52-week high of $54.26. The firm's 50-day moving average is $36.54 and its 200-day moving average is $31.94.
Twist Bioscience (NASDAQ:TWST - Get Free Report) last issued its earnings results on Monday, February 2nd. The company reported ($0.50) earnings per share for the quarter, missing the consensus estimate of ($0.48) by ($0.02). Twist Bioscience had a negative return on equity of 27.16% and a negative net margin of 19.56%.The company had revenue of $103.70 million for the quarter, compared to analyst estimates of $100.32 million. The business's quarterly revenue was up 16.9% on a year-over-year basis. Equities analysts forecast that Twist Bioscience Corporation will post -2.12 EPS for the current fiscal year.
Institutional Investors Weigh In On Twist Bioscience
A number of institutional investors have recently modified their holdings of TWST. Mirae Asset Global Investments Co. Ltd. grew its position in Twist Bioscience by 15.0% in the 2nd quarter. Mirae Asset Global Investments Co. Ltd. now owns 2,315 shares of the company's stock valued at $85,000 after acquiring an additional 302 shares in the last quarter. D.A. Davidson & CO. lifted its holdings in Twist Bioscience by 1.2% during the 4th quarter. D.A. Davidson & CO. now owns 25,237 shares of the company's stock worth $801,000 after buying an additional 305 shares in the last quarter. CWM LLC grew its stake in shares of Twist Bioscience by 9.4% in the fourth quarter. CWM LLC now owns 4,738 shares of the company's stock worth $150,000 after acquiring an additional 407 shares in the last quarter. Smartleaf Asset Management LLC increased its position in shares of Twist Bioscience by 70.6% during the third quarter. Smartleaf Asset Management LLC now owns 1,068 shares of the company's stock worth $29,000 after acquiring an additional 442 shares during the period. Finally, California State Teachers Retirement System raised its stake in shares of Twist Bioscience by 0.8% in the second quarter. California State Teachers Retirement System now owns 54,187 shares of the company's stock valued at $1,994,000 after acquiring an additional 442 shares in the last quarter.
Analyst Upgrades and Downgrades
Several brokerages have recently weighed in on TWST. Barclays boosted their price target on shares of Twist Bioscience from $39.00 to $50.00 and gave the company an "overweight" rating in a research report on Tuesday. TD Cowen reiterated a "buy" rating on shares of Twist Bioscience in a report on Thursday, January 8th. Stephens assumed coverage on shares of Twist Bioscience in a research note on Monday, November 3rd. They issued an "overweight" rating and a $41.00 price target for the company. Weiss Ratings reaffirmed a "sell (d-)" rating on shares of Twist Bioscience in a research report on Monday, December 29th. Finally, Robert W. Baird set a $50.00 price objective on Twist Bioscience in a research report on Tuesday. Seven investment analysts have rated the stock with a Buy rating and two have given a Sell rating to the company. According to MarketBeat.com, the stock has an average rating of "Moderate Buy" and a consensus target price of $45.88.
View Our Latest Stock Report on TWST
Key Stories Impacting Twist Bioscience
Here are the key news stories impacting Twist Bioscience this week:
- Positive Sentiment: Company guidance was lifted, with coverage highlighting stronger demand tied to AI-related customers but also noting execution risks; the guidance boost is being read as evidence of improving end-market demand. Twist Bioscience Guidance Lift Puts AI Demand And Risks In Focus
- Positive Sentiment: An analyst price target was raised 20% to $48.35, signaling increased bullishness from at least one wall‑street watcher and supporting the recent share-price momentum. TWST price target increased by 20%
- Neutral Sentiment: A recent valuation piece assesses TWST after its run-up and discusses whether the current share price already reflects improved fundamentals and the guidance lift; useful for investors re-evaluating upside vs. valuation risk. Assessing Twist Bioscience Valuation
- Negative Sentiment: CEO Emily Leproust sold 5,001 shares at an average $46.58 (≈0.57% reduction in her stake). Insider sales by the CEO can spook investors even if they are routine. CEO sale filing
- Negative Sentiment: CAO Robert F. Werner reported larger sales: 7,000 shares at an average $45.65 (≈10.65% reduction in one filing) plus an earlier 175-share sale; these are meaningful reductions from a senior finance officer. CAO sale filing
- Negative Sentiment: Other insiders, including SVP Paula Green (1,194 shares) and insider Dennis Cho (1,099 shares), also sold stakes at ~ $46.58, adding to overall insider selling activity this week. SVP sale filing Insider sale filing
Twist Bioscience Company Profile
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Get Free Report)
Twist Bioscience Corporation is a synthetic biology company specializing in the development and commercialization of DNA-based products and solutions. Founded in 2013 and headquartered in South San Francisco, California, the company has pioneered a proprietary silicon-based DNA synthesis platform designed for high-throughput production of synthetic genes and oligonucleotides. Twist leverages semiconductor manufacturing techniques to enable precise, scalable synthesis of DNA at speeds and volumes unattainable with traditional methods.
At the core of Twist's offering is its proprietary platform that automates the synthesis of custom DNA fragments, gene libraries, and long oligonucleotides.
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