Twist Bioscience

TWST

Last Price
04/24/26, 09:30 AM
 EDT
$
60.94
(
3.6
%)
(
+
3.6
%)
Margin of Safety
+
-51.7
%
Modeled Fair Value
$
29.45
Modeled Fair Value
$1.896 billion
Allocation Group
Current Compounder
Allocation Tier
Coming soon!

Investment Thesis

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