AI-Driven Demand Boosts Twist Bioscience Sales, But Loss Widens

Impact · against what's priced in

Twist Bioscience demonstrates strong top-line momentum and AI-driven demand, but the widening loss and EPS miss create a conflict between growth and profitability. The raised guidance and timeline for EBITDA breakeven provide a positive outlook, though the immediate earnings miss acts as a drag.

TWST+0.10

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In context

The company raised fiscal 2026 sales guidance to $442M–$447M and beat Q2 revenue expectations ($110.72M), though it missed EPS estimates with an adjusted loss of 59 cents.

Read from the article alone

• guidance▲14%
• biotech
• ai
• earnings
• TWST
• dna synthesis
• drug discovery
• life sciences
• litigation settlement