Twist Bioscience

Artisan Mid Cap Fund highlighted Twist Bioscience after Q2 results beat expectations, driven by strength in DNA synthesis and protein solutions and improving next‑generation sequencing growth. The company is benefiting from rising demand from large pharmaceutical and AI customers for DNA synthesis and data generation, supporting potential incremental growth from computational drug discovery. Artisan trimmed its position following the stock's strong run; TWST has seen substantial year‑over‑year gains and a recent share-price rebound. » Altro su finance.yahoo.com

Anthropic names Twist Bioscience as an independent evaluator for protein-design tests using the AI models Claude Opus 4.8 and Mythos Preview. In the third quarter, Twist recorded its 14th consecutive revenue record and is aiming to reach EBITDA break-even in the near term. The physical validation of AI-generated DNA strengthens the company’s position as a sought-after partner in the biotech sector. » Altro su finanzen.net

Twist Bioscience’s stock marked a 52-week high at $143.10 and traded near that level, lifting market capitalization to about $8.94 billion. For Q3 2026 the company reported revenue of $118.4 million, beating expectations, but posted an adjusted loss of $0.56 per share. InvestingPro rates the stock as highly overvalued and notes high volatility (beta 2.16); additionally, an anthorpic-related collaboration and skepticism from Scorpion Kapital have prompted mixed investor reactions. » Altro su de.investing.com