Lumida
/TWST
⌘K
Twist Bioscience Corp

Twist Bioscience Corp

TWST
$127.22USD+0.29%+0.37 today

MARKET CAP

8.4B

P/E (TTM)

FWD P/E

DAY RANGE

$126 – $130

52W RANGE

$23
$155

AI Summary

Stalk
StalkMedium

TWST remains in a Stage 2 uptrend above rising SMAs, but is undergoing a descending retracement into declining short-term EMAs. The medium-term bias is bullish, supported by the mean-reversion pattern suggesting support near the 50-day SMA. However, short-term price action shows a pullback without clear bounce signals, so execution is deferred until a clearer recovery emerges.

  • Q3 revenue $118.4M (+23% YoY) with 14th consecutive growth quarter; FY26 guide raised to $456M.
  • NGS segment revenue $61.8M (+12% YoY) from 657 clients, signaling market share gains.
  • Earnings yield is negative, indicating weak return generation and potential overvaluation.
Full analysis →

Buying

8

institutions

Selling

8

institutions

New Positions

3

this quarter

Filing Period

Q2 2026

latest 13-F

13-F Holdings

InstitutionActionShares HeldValueChangeChg %Weight
BI

Blackrock, Inc.

Q2 2026

BUY5.83 M600.19 M+279.53 K+127.4%0.01%
FC

Farallon Capital Management, L.l.c.

Q2 2026

BUYNEW2.14 M219.79 M+2.14 M+0.0%1.02%
CA

Citadel Advisors LLC

Q2 2026

SELL964.04 K99.18 M+-365.86 K+56.9%0.01%
FC

Farallon Capital Management LLC

Q1 2026

BUY1.43 M67.84 M+1.42 M+27857.8%0.00%
TR

T. Rowe Price Investment Management, Inc.

Q2 2026

BUYNEW597.93 K61.52 M+597.93 K+0.0%0.04%
MM

Millennium Management LLC

Q2 2026

BUY383.75 K39.48 M+33.14 K+137.0%0.01%
JC

Jpmorgan Chase & Co

Q2 2026

SELL205.25 K20.46 M+-519.00+129.9%0.00%
AC

Aqr Capital Management LLC

Q2 2026

BUY129.39 K13.31 M+4.64 K+124.5%0.00%
MG

Man Group Plc

Q2 2026

SELL58.30 K6.00 M+-38.17 K+30.8%0.01%
PA

Perceptive Advisors LLC

Q2 2026

SELL36.81 K3.79 M+-263.19 K-73.4%0.06%
JH

Janus Henderson Group Plc

Q1 2026

BUY51.16 K2.43 M+25.58 K+200.0%0.00%
BA

Bridgewater Associates, LP

Q2 2026

BUYNEW18.65 K1.92 M+18.65 K+0.0%0.01%
RC

Rockefeller Capital Management L.P.

Q2 2026

SELL10.83 K1.11 M+-424.00+108.3%0.00%
BA

Balyasny Asset Management L.P.

Q2 2026

SELL7.26 K747.42 K+-719.02 K-97.8%0.00%
PA

Point72 Asset Management, L.P.

Q2 2026

SELL0.000.00+-669.73 K-100.0%0.00%
DF

Duquesne Family Office LLC

Q2 2026

SELL0.000.00+-206.00 K-100.0%0.00%