Twist Bioscience

TWST

$
44.53
(
-4.7
%)
(
+
-4.7
%)
+
-33.9
%
29.45
NASDAQ

Last Price

03/27/26, 09:30 AM
 EDT

Margin of Safety

Current Compounder
$
29.45

PORTFOLIO CATEGORY

Modeled fair value

Up to 5%
$1.896 billion

Allocation Suggestion

Modeled fair value

Model Basis

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