Twist Bioscience Sees AI Drug Discovery Pipeline Expand

Twist Bioscience Corporation (NASDAQ: TWST ) stock is up on Monday as the company reported its fiscal 2026 third-quarter financial results and raised fiscal 2026 guidance.

The life science company reported an adjusted loss of 56 cents per share, missing the consensus loss of 50 cents.

The sales came in at $118.376 million, up 23% year over year, beating the consensus of $114.49 million and the management guidance of $114 million-$115 million. • Twist Bioscience stock is showing exceptional strength.

What’s behind TWST gains? DNA Synthesis and NGS Businesses Continue To Grow "Well into our final quarter of the fiscal year, we remain confident in our trajectory and continue to expect to achieve adjusted EBITDA breakeven this quarter.

That milestone is not the destination.

It’s the foundation for delivering disciplined execution and profitable growth as we move through fiscal 2027," Emily Leproust, CEO and co-founder of Twist Bioscience.

DNA Synthesis and Protein Solutions (DSPS) revenue grew 39% to $56.6 million.

NGS Applications revenue grew 12% to $61.8 million.

Twist Bio shipped products to approximately 2,650 customers in the third quarter of fiscal 2026, versus approximately 2,480 a year ago.

The company physically shipped approximately 369,000 genes, plus consecutive quarter-over-quarter growth in genes manufactured for data characterization compared with approximately 237,000 a year ago.

AI Drug Discovery Opportunity Continues To Expand In an investor earnings call on Monday, Leproust commented, “Our funnel of opportunities continues to expand meaningfully, and we believe that we have the potential to again post triple-digit percentage order growth for AI-enabled drug discovery in fiscal 2027 when compared to fiscal 2026.” Twist Bioscience raised its fiscal 2026 sales guidance from $442 million-$447 million to $456 million-$457 million compared to the consensus of $446.103 million.

The company expects 2026 gross margin to be above 52%.

For the fourth quarter, Twist Bio forecasts sales of $123 million-$124 million compared to the consensus of $117.55 million.

TWST Stock Price Activity: Twist Bioscience shares were up 8.55% at $99.30 at the time of publication on Monday, according to Pro data.

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