TWST Twist Bioscience Corp

Latest Earnings Insight

Twist Bioscience's recent performance has been marked by a notable surge in Q3 earnings, where the company reported a remarkable $0.34 EPS, significantly surpassing expectations by $0.91, and achieving a 17.9% year-over-year revenue increase to $96.1 million. As the company prepares to release its Q4 2025 results on November 14th, the market is keenly observing whether Twist can maintain this momentum, especially given its strategic focus on synthetic DNA manufacturing and innovation. Analysts forecast a flat EPS of $0.00, aligning with the whisper number, while revenue is expected to reach $97.27 million, slightly below the previous quarter's performance but still indicative of steady growth. With a market cap of approximately $1.81 billion, Twist Bioscience continues to navigate valuation challenges, trading at a price-to-sales ratio that suggests potential risks if market expectations shift. However, the company's improved gross margins and narrowed full-year outlook, alongside its forecast for EBITDA breakeven in fiscal 2026, provide a cautiously optimistic backdrop for investors. As Twist Bioscience approaches its earnings announcement, the focus will be on its ability to sustain revenue growth and move closer to profitability, amidst a backdrop of strong market sentiment and strategic advancements.