Twist BioscienceTWST
About: Twist Bioscience Corp is a synthetic biology company. It develops a disruptive DNA synthesis platform to industrialize the engineering of biology. The company's DNA synthesis platform utilizes a proprietary semiconductor-based synthetic DNA manufacturing process that synthesizes DNA on silicon instead of on traditional well-plastic plates to enable the production of high-quality synthetic DNA faster and affordable as well as overcomes inefficiencies and powers cost-effective, rapid high-throughput synthesis, enabling researchers to rapidly realize opportunities ahead. Geographically, it derives a majority of its revenue from the United States.
Employees: 919
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
100% more funds holding in top 10
Funds holding in top 10: 1 [Q1] → 2 (+1) [Q2]
80% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 35
68% more call options, than puts
Call options by funds: $12.2M | Put options by funds: $7.25M
40% more capital invested
Capital invested by funds: $2.33B [Q1] → $3.25B (+$926M) [Q2]
16% more repeat investments, than reductions
Existing positions increased: 89 | Existing positions reduced: 77
12% more funds holding
Funds holding: 233 [Q1] → 261 (+28) [Q2]
4.12% less ownership
Funds ownership: 117.43% [Q1] → 113.31% (-4.12%) [Q2]
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
5 analyst ratings
Leerink Partners | 8%upside $48 | Market Perform Maintained | 17 Oct 2024 |
Evercore ISI Group Vijay Kumar 80% 1-year accuracy 24 / 30 met price target | 26%upside $56 | Outperform Maintained | 1 Oct 2024 |
Barclays Luke Sergott 48% 1-year accuracy 23 / 48 met price target | 23%upside $55 | Overweight Maintained | 5 Aug 2024 |
JP Morgan Tycho Peterson 33% 1-year accuracy 2 / 6 met price target | 21%downside $35 | Underweight Maintained | 5 Aug 2024 |
Baird Catherine Ramsey 100% 1-year accuracy 7 / 7 met price target | 3%upside $46 | Outperform Maintained | 5 Aug 2024 |