Moody National Bank Trust Division Takes Position in Twist Bioscience Corporation $TWST

Moody National Bank Trust Division purchased a new position in shares of Twist Bioscience Corporation (NASDAQ:TWST) in the 2nd quarter, HoldingsChannel reports. The institutional investor purchased 20,316 shares of the company’s stock, valued at approximately $2,090,000.

Several other institutional investors also recently bought and sold shares of the company. UBS Group AG boosted its holdings in shares of Twist Bioscience by 28.6% in the fourth quarter. UBS Group AG now owns 662,317 shares of the company’s stock valued at $21,009,000 after acquiring an additional 147,389 shares in the last quarter. Allspring Global Investments Holdings LLC acquired a new stake in Twist Bioscience in the first quarter valued at about $22,563,000. Tudor Investment Corp ET AL purchased a new stake in Twist Bioscience in the 3rd quarter valued at approximately $717,000. Pictet Asset Management Holding SA boosted its holdings in Twist Bioscience by 108.5% in the 4th quarter. Pictet Asset Management Holding SA now owns 222,647 shares of the company’s stock valued at $7,302,000 after purchasing an additional 115,880 shares in the last quarter. Finally, William Blair Investment Management LLC increased its position in Twist Bioscience by 43.7% during the 4th quarter. William Blair Investment Management LLC now owns 5,954,429 shares of the company’s stock worth $188,874,000 after purchasing an additional 1,812,146 shares during the period.

Wall Street Analyst Weigh In

Several analysts have recently commented on the company. Robert W. Baird raised their price target on Twist Bioscience from $113.00 to $115.00 and gave the company an “outperform” rating in a report on Tuesday. Piper Sandler initiated coverage on Twist Bioscience in a report on Thursday, June 11th. They issued an “overweight” rating and a $85.00 target price for the company. Guggenheim increased their price target on shares of Twist Bioscience from $60.00 to $107.00 and gave the company a “buy” rating in a report on Monday, June 29th. TD Cowen reiterated a “buy” rating on shares of Twist Bioscience in a research note on Monday. Finally, Canaccord Genuity Group upped their target price on shares of Twist Bioscience from $90.00 to $120.00 and gave the stock a “buy” rating in a research report on Tuesday, July 14th. Eight research analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, Twist Bioscience has an average rating of “Moderate Buy” and a consensus target price of $95.30.

Trending Headlines about Twist Bioscience

Here are the key news stories impacting Twist Bioscience this week:

• Positive Sentiment: Management raised fiscal 2026 revenue guidance to $456 million-$457 million, up from $442 million-$447 million previously and above the $446.5 million consensus estimate. Fourth-quarter revenue guidance of $123 million-$124 million also exceeded analysts’ $117.5 million forecast, signaling continued demand and improving execution. Twist Bioscience fiscal 2026 guidance
• Positive Sentiment: Fiscal third-quarter revenue rose 23.2% year over year to $118.4 million, surpassing the $114.6 million analyst estimate. Investors may also be encouraged by the company’s stated objective of reaching adjusted EBITDA breakeven in the fourth quarter of fiscal 2026. Twist Bioscience fiscal third-quarter results
• Positive Sentiment: Robert W. Baird raised its price target from $113 to $115 and maintained an “outperform” rating, suggesting potential upside from recent trading levels. Benzinga analyst price target report
• Neutral Sentiment: Institutional positioning was mixed: 138 investors added TWST shares in the latest quarter, while 111 reduced their holdings. Some major funds made sizable purchases, but others—including Millennium Management and American Century—cut positions.
• Negative Sentiment: Twist reported a fiscal third-quarter loss of $0.56 per share, worse than the expected $0.51 loss and the prior-year $0.33 profit. The earnings miss, along with continuing negative margins and anticipated full-year losses, likely pressured the stock despite the revenue and guidance strength. Twist Bioscience fiscal third-quarter earnings
• Negative Sentiment: Reported insider-trading data shows company executives made no open-market purchases and recorded 76 sales over the past six months, a potentially cautionary signal for investors.

Insider Activity at Twist Bioscience

In related news, SVP Paula Green sold 291 shares of Twist Bioscience stock in a transaction that occurred on Monday, June 22nd. The stock was sold at an average price of $87.32, for a total transaction of $25,410.12. Following the completion of the transaction, the senior vice president directly owned 120,414 shares in the company, valued at $10,514,550.48. The trade was a 0.24% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Dennis Cho sold 14,205 shares of the company’s stock in a transaction that occurred on Wednesday, June 24th. The shares were sold at an average price of $89.75, for a total value of $1,274,898.75. Following the completion of the sale, the insider directly owned 105,141 shares in the company, valued at approximately $9,436,404.75. The trade was a 11.90% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 50,211 shares of company stock valued at $4,199,331 in the last quarter. 3.08% of the stock is owned by corporate insiders.

Twist Bioscience Stock Down 1.6%

TWST opened at $99.44 on Wednesday. The company has a debt-to-equity ratio of 0.03, a quick ratio of 2.42 and a current ratio of 2.70. The company has a market cap of $6.19 billion, a price-to-earnings ratio of -74.77 and a beta of 2.14. Twist Bioscience Corporation has a one year low of $23.30 and a one year high of $106.58. The business’s fifty day moving average is $86.49 and its two-hundred day moving average is $62.98.

Twist Bioscience (NASDAQ:TWST) last released its quarterly earnings results on Monday, August 3rd. The company reported ($0.56) earnings per share (EPS) for the quarter, missing the consensus estimate of ($0.51) by ($0.05). Twist Bioscience had a negative return on equity of 28.40% and a negative net margin of 31.66%.The firm had revenue of $118.38 million for the quarter, compared to analyst estimates of $114.55 million. During the same period last year, the firm earned $0.33 EPS. The company’s quarterly revenue was up 23.2% compared to the same quarter last year. Analysts anticipate that Twist Bioscience Corporation will post -2.02 EPS for the current fiscal year.

Twist Bioscience Company Profile

Twist Bioscience Corporation is a synthetic biology company specializing in the development and commercialization of DNA-based products and solutions. Founded in 2013 and headquartered in South San Francisco, California, the company has pioneered a proprietary silicon-based DNA synthesis platform designed for high-throughput production of synthetic genes and oligonucleotides. Twist leverages semiconductor manufacturing techniques to enable precise, scalable synthesis of DNA at speeds and volumes unattainable with traditional methods.

At the core of Twist’s offering is its proprietary platform that automates the synthesis of custom DNA fragments, gene libraries, and long oligonucleotides.