Twist Bioscience stock reports 23.2 percent revenue growth2026

Published on 09/30/2026 at 18:08 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Twist Bioscience stock posted fiscal Q3 revenue of USD 118.38 million, up 23.2 percent year over year. Management raised fiscal 2026 guidance to USD 456 million to USD 457 million.

TWST, US90130A1016, Illustration mit AI erstellt.

Twist Bioscience (ISIN US90130A1016) reported fiscal third-quarter 2026 revenue of USD 118.38 million, an increase of 23.2 percent from the same quarter a year earlier. The results and a new Lilly TuneLab agreement place revenue growth and AI-enabled drug discovery at the center of the stock story.

Revenue growth reaches 23.2 percent

Yahoo Finance reported that fiscal Q3 revenue rose 23 percent year over year and represented Twist's 14th consecutive quarter of revenue growth. Gross margin reached 52.8 percent, while adjusted EBITDA showed a loss of USD 11.3 million for the quarter.

The revenue mix points to more than one growth engine. DNA Synthesis and Protein Solutions revenue rose to USD 56.6 million from USD 40.8 million in fiscal Q3 2025, a 39 percent increase, while NGS Applications revenue reached USD 61.8 million, up 12 percent from USD 55.3 million.

Guidance targets USD 457 million

Management raised fiscal 2026 revenue guidance to USD 456 million to USD 457 million and expects fiscal fourth-quarter revenue of USD 123 million to USD 124 million. The earnings-call transcript also states that Twist continues to target adjusted EBITDA breakeven in the fourth quarter of fiscal 2026.

That guidance gives investors a concrete test for the growth narrative: the fiscal Q4 revenue range implies another quarter above USD 123 million, while profitability depends on converting scale and gross-margin gains into lower operating losses. The company reported fiscal Q3 net income attributable to common shareholders of negative USD 35.05 million and diluted EPS of negative USD 0.56.

Lilly deal broadens AI exposure

On September 16, 2026, Twist Bioscience announced an agreement to provide antibody characterization data services for Lilly TuneLab and its AbLab antibody developability model. TuneLab users can order Twist services through preferred protocols, linking the company's laboratory output with AI-supported antibody discovery.

The commercial implication is strategic rather than immediately measurable in the release. The agreement adds a channel for antibody characterization demand, while the latest quarterly figures show that the broader business already combines double-digit growth with a 52.8 percent gross margin.

Market value reaches USD 12.1 billion

On September 30, 2026, Twist Bioscience had a market capitalization of USD 12.1 billion, while its 52-week range extended from USD 23.30 to USD 195.94. The stock's valuation therefore reflects a growth profile that still has to deliver the guided revenue scale and the planned adjusted EBITDA breakeven.