<- Go home

Added to YB: 2026-07-15

Pitch date: 2026-07-13

TWST [neutral]

Twist Bioscience Corporation

-2.12%

current return

Author Info

No bio for this author

Company Info

Twist Bioscience Corporation manufactures and sells synthetic DNA-based products. The company offers synthetic genes and gene fragments used in product development for therapeutics, diagnostics, chemicals/materials, food/agriculture, data storage, and various applications within academic research by biotech, pharma, industrial chemical, and agricultural companies, as well as academic labs; Oligo pools used in targeted NGS, CRISPR gene editing, mutagenesis experiments, DNA origami, DNA computing, data storage in DNA, and other applications; and immunoglobulin G proteins for customers focused on the pursuit of drug discovery and development.

Market Cap

$5.6B

Pitch Price

$94.53

Price Target

N/A

Dividend

N/A

EV/EBITDA

-63.44

P/E

-67.59

EV/Sales

13.59

Sector

Biotechnology

Category

N/A

Show full summary:
TWST: Twist Bioscience Corp Update

TWST (trimmed position): Long since last winter, shares up 3x (author +260% on remaining, +312% on trimmed). Now fully valued/overbought: NTM EV/Sales 11.6x vs 3.7x entry, big multiple expansion for mid-teens growth & still unprofitable. +179% YTD, 89% above 200SMA, weekly RSI in 80s, distribution. Time to trim/take profit.

Read full article (2 min)