Margin of Safety Dashboard

Twist Bioscience

TWST

$
49.64
(
1.2
%)
(
+
1.2
%)
+
-42.0
%
28.77
NASDAQ

Last Price

02/11/26, 09:30 AM
 EDT

Margin of Safety

Current Compounder
$
28.77

PORTFOLIO CATEGORY

Modeled fair value

Up to 5%
$1.896 billion

Allocation Suggestion

Modeled fair value

Model Basis

LAST REFINED:
February 10, 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 $448.190 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:
  • Licensing deals for antibody drug candidates discovered with Twist's technology platform
  • DNA data storage initiatives (deprioritized by the business)

Research Deep Dive

Last Updated:

An icon graphic showing an upright triangle with four horizontal levels.
H2 Header
An icon graphic showing an upright triangle with four horizontal levels.
H3 Header
An icon graphic showing a graph with data points.
H4 Header

‍Overview

Solt DB Invest will introduce Base Research for our coverage ecosystem over the next month to coincide with third-quarter 2023 earnings announcements. Check back soon!

Technology Platform

‍

Pipeline

‍

Portfolio

‍

Opportunities & Advantages

‍

Challenges & Risks

‍

Development Risk 

Regulatory Risk 

Commercial Risk 

Dilution Risk 

Valuation Risk 

Geopolitical Risk 

Unique Risks 

Modeling Insights

‍

News Flow & Timing

‍

‍

An icon graphic of a mouse cursor.
Back to Top

SEC Filings

Show More
Back to Top
ABOUT
What Is Solt DB?
Public Benefit
Our Lonely Team
PUBLIC CONTENT
Articles
Data Visualizations
Newsletter
INVESTING
Pricing
Member Benefits
Stocks We Cover
CONTACT
Questions?
Critiques?
Love letters?

Reach out here.
About Solt DB

Solt DB is an equities research firm and public benefit company exploring the business of biotech. For scientists, investors, and nerds of all stripes -- or feathers.

Yinz respect the finch n@. 2026 Solt DB.
A white logo of LinkedIn.