• In early February 2026, Twist Bioscience Corporation launched the Twist TrueAmp Library Preparation Kit and the Twist PCR-Free WGS Library Preparation Kit, designed to improve next-generation sequencing workflows for low-input and challenging samples in clinical research.
• By combining in-house engineered enzymes with PCR-free whole-genome sequencing options, Twist is aiming to improve data quality and scalability for researchers across applications like rare disease and cancer.
• We will now examine how this expanded library preparation offering, alongside Twist’s recently raised 2026 revenue guidance, influences the company’s investment narrative.

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Twist Bioscience Investment Narrative Recap

To own Twist Bioscience, you need to believe its DNA synthesis and NGS tools can scale into a much larger, stickier customer base while the company moves closer to breakeven. The new TrueAmp and PCR Free WGS kits support that product depth, but do not change the core near term catalyst of margin improvement or the key risk that Twist remains loss making and may ultimately need more capital if profitability slips further out of reach.

The most directly relevant recent announcement is Twist’s raised 2026 revenue guidance to US$435 million to US$440 million, with growth expected to be balanced across DSPS and NGS. When viewed alongside the expanded library prep portfolio, this guidance highlights how much of the near term investment case hinges on sustaining double digit revenue growth while converting product innovation into improving economics, rather than just headline sales.

Yet behind this growth story, investors should also weigh the risk that continued losses could eventually lead to...

Twist Bioscience's narrative projects $575.2 million revenue and $92.4 million earnings by 2028. This requires 16.7% yearly revenue growth and a $177.6 million earnings increase from $-85.2 million today.

Uncover how Twist Bioscience's forecasts yield a $35.62 fair value, a 27% downside to its current price.

Exploring Other Perspectives

Some of the most optimistic analysts were already modeling revenue reaching about US$589 million by 2028, and see products like TrueAmp as supporting that view, while others worry that execution risks in new markets could keep Twist unprofitable for longer, so it is worth comparing these very different expectations before you decide which narrative you trust.

Explore 3 other fair value estimates on Twist Bioscience - why the stock might be worth as much as $42.00!

Build Your Own Twist Bioscience Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Twist Bioscience research is our analysis highlighting 2 key rewards and 2 important warning signs that could impact your investment decision.
• Our free Twist Bioscience research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Twist Bioscience's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.