timothy sykes logo
Twist Bioscience Stock Jumps As Guidance And Capital Raise Reset The Trade Thumbnail

Twist Bioscience Stock Jumps As Guidance And Capital Raise Reset The Trade

TIM SYKESUPDATED AUG. 5, 2026, 3:03 PM ET
Reviewed by Bryce Tuoheyand Fact-checked by Matt Monaco

Twist Bioscience Corporation stocks have been trading up by 12.88 percent after upbeat synthetic DNA demand and partnership expansion news

Key Takeaways Traders Need On TWST Now

  • Twist Bioscience reported Q3 revenue of $118.4M, beating consensus of about $114.5M and growing over 23% year over year, while its EPS loss widened to ($0.56) from ($0.33) a year ago.
  • The company raised its fiscal Q4 revenue outlook to $123M–$124M, well above consensus of roughly $117.4M, and expects to reach adjusted EBITDA breakeven in the quarter.
  • Twist Bioscience increased its FY26 revenue guidance to $456M–$457M from $442M–$447M, ahead of Street estimates around $445M, and now expects gross margin above 52%.
  • TD Cowen and Baird both raised their price targets on Twist Bioscience to $115 while maintaining positive ratings, citing Q3 outperformance and updated guidance.
  • A $300M upsized equity offering at $96 per share gives Twist Bioscience fresh capital for R&D, manufacturing expansion, and product development, while adding near‑term dilution risk.

Candlestick Chart

Live Update At 15:02:52 EDT: On Wednesday, August 05, 2026 Twist Bioscience Corporation stock [NASDAQ: TWST] is trending up by 12.88%! Discover the key drivers behind this movement as well as our expert analysis in the detailed breakdown below.

Quick Financial Overview

TWST has been on a sharp run. Over the past couple of weeks, Twist Bioscience shares have climbed from the high‑$80s to close near $112.25, with a recent intraday high above $113. That is a powerful trend move, especially after the stock briefly dipped below $100 on 2026/08/04 before buyers stepped in hard on 2026/08/05.

The 5‑minute tape shows steady, controlled grinding action between $111 and $113 for most of the afternoon, not wild spikes. That tells traders this is real accumulation, not just a one‑candle squeeze. TWST is now trading well above the $96 equity‑offering price, which turns that deal into a clear support reference.

Fundamentally, Twist Bioscience just printed Q3 revenue of $118.4M, up more than 23% year over year and ahead of expectations. Yet the company is still losing money, with a quarterly net loss of about $35.1M and EBITDA margin around ‑24%. Gross margin near 52% and a current ratio of 2.7 show TWST has room to fund growth, but it remains a classic high‑multiple, revenue‑driven story that lives and dies on guidance and momentum.

Why Traders Are Watching TWST

Right now, TWST sits at the crossroads of three major narratives: growth, profitability, and dilution. For active traders, that mix is exactly what drives volatility and opportunity.

First, the growth story. Twist Bioscience beat Q3 revenue expectations with $118.4M and guided Q4 to $123M–$124M, well ahead of roughly $117.4M consensus. Management also raised FY26 revenue guidance to $456M–$457M versus prior $442M–$447M and Street around $445M. That is not just a small tweak. It signals that demand for Twist Bioscience’s synthetic DNA platform and related products is coming in stronger than the market modeled.

Second, profitability. TWST is still losing money, but management expects adjusted EBITDA breakeven as soon as Q4. The company also talks about profitable growth in fiscal 2027. For high‑growth names, that EBITDA inflection is often where the market re‑rates the stock. Traders watching TWST know that if the company actually delivers breakeven, the narrative can flip from “cash burn” to “scalable earnings” very quickly.

Third, the balance sheet. Twist Bioscience just priced an upsized $300M underwritten offering at $96 per share, with extra shares available to underwriters. Yes, that dilutes existing holders. But from a trading lens, it also removes a chunk of financing overhang and arms TWST with cash for R&D, manufacturing expansion, and product development. With the stock now trading well above the offering level, that $96 zone becomes a key line on the chart.

Layer on top the analyst action: TD Cowen lifted its TWST price target from $89 to $115 after the Q3 beat and raised guidance, calling out expected triple‑digit growth in AI‑enabled drug discovery orders in FY27. Baird also bumped its target to $115 and kept an Outperform stance. When multiple firms push targets to the same level, traders pay attention. It gives a clean psychological magnet for swing setups around Twist Bioscience over the coming weeks.

Conclusion

For traders, TWST is a textbook momentum name wrapped around a real business shift. Twist Bioscience is beating revenue expectations, raising near‑term and multi‑year guidance, and telling the Street it will hit adjusted EBITDA breakeven in Q4 while aiming for profitable growth in 2027. At the same time, the company is still losing money and just pushed through a $300M equity raise that adds dilution, so this is not a low‑risk, slow‑and‑steady story.

On the chart, TWST has broken out from the $80s and $90s into the low‑$110s on heavy interest. The stock now trades comfortably above both the $96 offering price and the prior Street mean target around the high‑$80s, which tells you sentiment has shifted fast. That also means expectations are higher. Any stumble on execution, especially around that EBITDA breakeven promise, can hit the stock hard.

This is where the Sykes‑style mindset matters. As Tim Sykes likes to hammer home, “The market rewards preparation, not prediction — study the pattern, plan the trade, and always respect your risk.” As millionaire penny stock trader and teacher Tim Sykes, says, “Embrace the journey, the ups and downs; each mistake is a lesson to improve your strategy.”. Applied to TWST, that means tracking how Twist Bioscience trades around key levels like $96, $100, and $115, watching each new update against this raised guidance bar, and being ready to cut losses quickly if the story or the price action breaks. This article is for educational and research purposes only and is not investment advice.

This is stock news, not investment advice. Timothy Sykes News delivers real-time stock market news focused on key catalysts driving short-term price movements. Our content is tailored for active traders and investors seeking to capitalize on rapid price fluctuations, particularly in volatile sectors like penny stocks. Readers come to us for detailed coverage on earnings reports, mergers, FDA approvals, new contracts, and unusual trading volumes that can trigger significant short-term price action. Some users utilize our news to explain sudden stock movements, while others rely on it for diligent research into potential investment opportunities.

Dive deeper into the world of trading with Timothy Sykes, renowned for his expertise in penny stocks. Explore his top picks and discover the strategies that have propelled him to success with these articles:

Once you’ve got some stocks on watch, elevate your trading game with StocksToTrade the ultimate platform for traders. With specialized tools for swing and day trading, StocksToTrade will guide you through the market’s twists and turns.
Dig into StocksToTrade’s watchlists here:


How much has this post helped you?



Leave a reply

* Results are not typical and will vary from person to person. Making money trading stocks takes time, dedication, and hard work. There are inherent risks involved with investing in the stock market, including the loss of your investment. Past performance in the market is not indicative of future results. Any investment is at your own risk. See Terms of Service here

The available research on day trading suggests that most active traders lose money. Fees and overtrading are major contributors to these losses.

A 2000 study called “Trading is Hazardous to Your Wealth: The Common Stock Investment Performance of Individual Investors” evaluated 66,465 U.S. households that held stocks from 1991 to 1996. The households that traded most averaged an 11.4% annual return during a period where the overall market gained 17.9%. These lower returns were attributed to overconfidence.

A 2014 paper (revised 2019) titled “Learning Fast or Slow?” analyzed the complete transaction history of the Taiwan Stock Exchange between 1992 and 2006. It looked at the ongoing performance of day traders in this sample, and found that 97% of day traders can expect to lose money from trading, and more than 90% of all day trading volume can be traced to investors who predictably lose money. Additionally, it tied the behavior of gamblers and drivers who get more speeding tickets to overtrading, and cited studies showing that legalized gambling has an inverse effect on trading volume.

A 2019 research study (revised 2020) called “Day Trading for a Living?” observed 19,646 Brazilian futures contract traders who started day trading from 2013 to 2015, and recorded two years of their trading activity. The study authors found that 97% of traders with more than 300 days actively trading lost money, and only 1.1% earned more than the Brazilian minimum wage ($16 USD per day). They hypothesized that the greater returns shown in previous studies did not differentiate between frequent day traders and those who traded rarely, and that more frequent trading activity decreases the chance of profitability.

These studies show the wide variance of the available data on day trading profitability. One thing that seems clear from the research is that most day traders lose money .

Millionaire Media 66 W Flagler St. Ste. 900 Miami, FL 33130 United States (888) 878-3621 This is for information purposes only as Millionaire Media LLC nor Timothy Sykes is registered as a securities broker-dealer or an investment adviser. No information herein is intended as securities brokerage, investment, tax, accounting or legal advice, as an offer or solicitation of an offer to sell or buy, or as an endorsement, recommendation or sponsorship of any company, security or fund. Millionaire Media LLC and Timothy Sykes cannot and does not assess, verify or guarantee the adequacy, accuracy or completeness of any information, the suitability or profitability of any particular investment, or the potential value of any investment or informational source. The reader bears responsibility for his/her own investment research and decisions, should seek the advice of a qualified securities professional before making any investment, and investigate and fully understand any and all risks before investing. Millionaire Media LLC and Timothy Sykes in no way warrants the solvency, financial condition, or investment advisability of any of the securities mentioned in communications or websites. In addition, Millionaire Media LLC and Timothy Sykes accepts no liability whatsoever for any direct or consequential loss arising from any use of this information. This information is not intended to be used as the sole basis of any investment decision, nor should it be construed as advice designed to meet the investment needs of any particular investor. Past performance is not necessarily indicative of future returns.

Citations for Disclaimer

Barber, Brad M. and Odean, Terrance, Trading is Hazardous to Your Wealth: The Common Stock Investment Performance of Individual Investors. Available at SSRN: “Day Trading for a Living?”

Barber, Brad M. and Lee, Yi-Tsung and Liu, Yu-Jane and Odean, Terrance and Zhang, Ke, Learning Fast or Slow? (May 28, 2019). Forthcoming: Review of Asset Pricing Studies, Available at SSRN: “https://ssrn.com/abstract=2535636”

Chague, Fernando and De-Losso, Rodrigo and Giovannetti, Bruno, Day Trading for a Living? (June 11, 2020). Available at SSRN: “https://ssrn.com/abstract=3423101”