Twist Bioscience

TWST

Last Price
06/16/26, 09:30 AM
 EDT
$
84.11
(
4.1
%)
(
+
4.1
%)
Margin of Safety
+
-65.0
%
Modeled Fair Value
$
29.45
Allocation Group
Current Compounder
Modeled Fair Value
$1.896 billion
Allocation Tier
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
An icon graphic of Gouldy the Finch.
#protectYourAssets

Solt DB will launch asset deep dives for all companies in the coverage ecosystem by the end of 2026. These will seamlessly integrate into company-specific financial models, allowing members to determine a company's fair value when specific assets are included or excluded.

Want me to prioritize a specific company or asset? Let me know on Discord or through the contact page.

Last Refined

February 12, 2026
The current model INCLUDES the following assets and assumptions:
The current model is based on operating metrics, including:
  • Component A: Full-year 2026 revenue of $447.190 million, representing an 18.7% increase from the prior year (+$70.626 million)
  • *Twist Bioscience's fiscal year begins on October 1

The current model EXCLUDES the following assets and assumptions:

  • Licensing deals for antibody drug candidates discovered with Twist's technology platform
  • DNA data storage initiatives (deprioritized by the business)
The current model EXCLUDES the following assets:
  • Licensing deals for antibody drug candidates discovered with Twist's technology platform
  • DNA data storage initiatives (deprioritized by the business)

SEC Filings