Twist Bioscience Q4 revenue beats analyst expectations

Overview

• Synthetic DNA firm's fiscal Q4 revenue beat analyst expectations

• Company reported a Q4 loss per share of $0.32

Outlook

• Twist Bioscience expects FY27 revenue of approximately $550 mln-$560 mln, up approximately 21% at midpoint

• Expects Q1 FY27 revenue of approximately $130 mln-$132 mln, up approximately 26% at midpoint

• Targets FY27 gross margin of approximately 52.5%-53%, positive adjusted EBITDA and approximately $75 mln of capital expenditure

Result Drivers

• DSPS AND NGS GROWTH – FY DNA Synthesis and Protein Solutions revenue rose 31.7% to $221.9 mln from $168.5 mln, NGS Applications 14.1% to $237.5 mln from $208.1 mln

• CUSTOMER AND GENE SHIPMENTS – FY2026 shipments reached about 4,100 customers and 1.3 mln genes, from about 3,800 and 938,000 in FY2025

• NET LOSS – FY net loss widened to $130.2 mln from $77.7 mln, against a FY2025 $48.8 mln business-sale gain and FY2026 $7.2 mln litigation costs

Company press release:

Key Details

Analyst Coverage

• The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 8 "strong buy" or "buy", 4 "hold" and 1 "sell" or "strong sell"

• The average consensus recommendation for the pharmaceuticals peer group is "buy"

• Wall Street's median 12-month price target for Twist Bioscience Corporation is $170.00, about 38.7% above its November 11 closing price of $122.59

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)