Thrivent Financial for Lutherans Buys 184,726 Shares of Twist Bioscience Corporation $TWST

Thrivent Financial for Lutherans lifted its stake in Twist Bioscience Corporation (NASDAQ:TWST) by 14.5% during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 1,463,085 shares of the company’s stock after acquiring an additional 184,726 shares during the period. Thrivent Financial for Lutherans’ holdings in Twist Bioscience were worth $41,171,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the stock. Royal Bank of Canada boosted its holdings in shares of Twist Bioscience by 11.8% during the 1st quarter. Royal Bank of Canada now owns 40,373 shares of the company’s stock worth $1,585,000 after buying an additional 4,254 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its position in Twist Bioscience by 4.7% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 70,310 shares of the company’s stock worth $2,765,000 after buying an additional 3,181 shares during the period. Goldman Sachs Group Inc. grew its stake in shares of Twist Bioscience by 4.2% in the first quarter. Goldman Sachs Group Inc. now owns 932,978 shares of the company’s stock worth $36,629,000 after acquiring an additional 37,577 shares during the last quarter. Intech Investment Management LLC raised its stake in Twist Bioscience by 18.9% during the 1st quarter. Intech Investment Management LLC now owns 28,917 shares of the company’s stock valued at $1,135,000 after purchasing an additional 4,591 shares during the last quarter. Finally, Mirae Asset Global Investments Co. Ltd. grew its position in Twist Bioscience by 15.0% in the 2nd quarter. Mirae Asset Global Investments Co. Ltd. now owns 2,315 shares of the company’s stock worth $85,000 after purchasing an additional 302 shares during the last quarter.

Twist Bioscience Price Performance

NASDAQ:TWST opened at $46.81 on Tuesday. The company has a quick ratio of 3.33, a current ratio of 3.64 and a debt-to-equity ratio of 0.03. The firm has a market cap of $2.87 billion, a PE ratio of -35.73 and a beta of 2.24. Twist Bioscience Corporation has a 12 month low of $23.30 and a 12 month high of $54.74. The company’s 50-day moving average price is $35.60 and its two-hundred day moving average price is $31.64.

Twist Bioscience (NASDAQ:TWST) last released its quarterly earnings results on Monday, February 2nd. The company reported ($0.50) EPS for the quarter, missing analysts’ consensus estimates of ($0.48) by ($0.02). Twist Bioscience had a negative return on equity of 27.40% and a negative net margin of 20.63%.The business had revenue of $103.70 million for the quarter, compared to the consensus estimate of $100.32 million. The business’s revenue was up 16.9% on a year-over-year basis. On average, equities analysts anticipate that Twist Bioscience Corporation will post -2.12 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

A number of brokerages have recently commented on TWST. TD Cowen reaffirmed a “buy” rating on shares of Twist Bioscience in a research report on Thursday, January 8th. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Twist Bioscience in a report on Monday, December 29th. Evercore ISI reissued an “outperform” rating and set a $42.00 price objective on shares of Twist Bioscience in a report on Monday, January 5th. Stephens started coverage on Twist Bioscience in a research note on Monday, November 3rd. They issued an “overweight” rating and a $41.00 target price for the company. Finally, Barclays set a $50.00 price target on shares of Twist Bioscience and gave the stock an “overweight” rating in a research note on Tuesday. Eight equities research analysts have rated the stock with a Buy rating and two have given a Sell rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $45.89.

Twist Bioscience News Roundup

Here are the key news stories impacting Twist Bioscience this week:

• Positive Sentiment: Q1 revenue beat and company raised full‑year revenue guidance: revenue was $103.7M (+16.9% YoY), above many estimates, and management raised FY26 revenue guidance (now targeting ~$435–$440M), signaling stronger top‑line momentum. Twist Bioscience Corp (TWST) Q1 2026 Earnings Call Highlights: Strong Revenue Growth and …
• Positive Sentiment: Raised near‑term revenue guidance for Q2: the company guided Q2 revenue roughly $107–$108M, above consensus (~$104.5M), which supports the market’s positive reaction. Twist Bioscience Announces Fiscal 2026 First Quarter Financial Results
• Positive Sentiment: Market reaction: shares rallied on the combination of revenue beat and upgraded guidance (reports note an ~8% pop), reflecting investor focus on growth and brighter guidance despite continuing losses. TWST shares rise 8% — what’s driving the rally?
• Neutral Sentiment: Investor materials and call transcripts are available for detail — they outline margin targets (gross margin >52% for FY26) and a path to adjusted EBITDA breakeven by Q4 FY26; useful for modeling but execution risk remains. Twist Bioscience Corporation (TWST) Q1 2026 Earnings Call Transcript
• Neutral Sentiment: Bullish analyses argue the company’s silicon‑based DNA synthesis tech and AI positioning create durable differentiation — these are hypotheses investors may weigh against execution and TAM assumptions. Twist Bioscience Corporation (TWST): A Bull Case Theory
• Negative Sentiment: EPS miss and continued unprofitability: Q1 EPS was ($0.50), slightly worse than consensus ($0.48 loss); the company still has negative net margin and ROE, so profitability remains a key risk. Twist Bioscience (TWST) Reports Q1 Loss, Misses Revenue Estimates
• Negative Sentiment: Analyst skepticism on market size and use cases: some commentary argues that, while the tech is innovative, compelling large‑scale commercial use cases and a clear path to sustained profitability are not yet proven — a constraint on valuation upside. Twist Bioscience: Ingenious Product Still Lacks Compelling Use Cases

Insider Activity at Twist Bioscience

In other Twist Bioscience news, CEO Emily M. Leproust sold 1,605 shares of the company’s stock in a transaction on Monday, December 22nd. The stock was sold at an average price of $34.56, for a total transaction of $55,468.80. Following the transaction, the chief executive officer owned 874,313 shares of the company’s stock, valued at approximately $30,216,257.28. This represents a 0.18% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CFO Adam Laponis sold 3,000 shares of the business’s stock in a transaction on Tuesday, January 13th. The stock was sold at an average price of $40.00, for a total value of $120,000.00. Following the sale, the chief financial officer owned 137,031 shares of the company’s stock, valued at approximately $5,481,240. The trade was a 2.14% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 7,940 shares of company stock valued at $292,643 in the last 90 days. 3.08% of the stock is currently owned by corporate insiders.

Twist Bioscience Profile

Twist Bioscience Corporation is a synthetic biology company specializing in the development and commercialization of DNA-based products and solutions. Founded in 2013 and headquartered in South San Francisco, California, the company has pioneered a proprietary silicon-based DNA synthesis platform designed for high-throughput production of synthetic genes and oligonucleotides. Twist leverages semiconductor manufacturing techniques to enable precise, scalable synthesis of DNA at speeds and volumes unattainable with traditional methods.

At the core of Twist’s offering is its proprietary platform that automates the synthesis of custom DNA fragments, gene libraries, and long oligonucleotides.