Twist Bioscience (TWST) Shares Climbed, So What Is Catching Investors' Attention?

Twist Bioscience (TWST) is back on investor calendars ahead of its 2026 Global Healthcare Conference appearance on September 15, where CEO Emily Marine Leproust and CFO Adam Laponis will outline the company’s synthetic DNA business.

Recent trading has been strong, with Twist Bioscience’s 1-day share price return of 5.92% capping a 7-day gain of 8.04%, while the 30-day and 90-day share price returns of 13.65% and 58.62% suggest momentum has been building ahead of the conference. Over a longer stretch, that short term strength sits on top of a year to date share price return of 316.02% and a 1-year total shareholder return of 423.91%, although the 5-year total shareholder return of 18.16% shows the real acceleration has been recent rather than over the full period.

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Twist Bioscience has run hard into this conference, so the question now is whether you pay up after the move or wait and hope valuation gives you a second chance.

Most Popular Narrative: 28% Overvalued

Twist Bioscience closed at $134.75, while the most followed narrative pegs fair value closer to $105.30, so the current conference excitement is rubbing against a much cooler valuation story.

Significant improvements in gross margin (now above 50%) through volume leverage, process improvements, and increased vertical integration signal ongoing margin expansion and a clear near-term path toward adjusted EBITDA breakeven, indicating robust future earnings potential.

See why 22 investors see Twist Bioscience as 28% overvalued.

Result: Fair Value of $105.30 (OVERVALUED)

Still, Twist Bioscience carries clear pressure points, including heavy NGS customer concentration and ongoing losses that could eventually require more equity and dilute existing holders.

Find out about the key risks to this Twist Bioscience narrative.

Another View on Twist Bioscience’s Valuation

A second lens tells a very different story. Our DCF model points to a fair value of $200.22 for Twist Bioscience, well above the current $134.75 share price. That suggests the stock trades at a sizeable discount. This raises a key question: which narrative should investors weigh more heavily, price targets or cash flows?

Look into how the SWS DCF model arrives at its fair value.

Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out Twist Bioscience for example). We show the entire calculation in full. You can track the result in your watchlist or portfolio and be alerted when this changes, or use our stock screener to discover 35 high quality undervalued stocks. If you save a screener we even alert you when new companies match - so you never miss a potential opportunity.

Next Steps

With Twist Bioscience pulling investors in different directions, now is the moment to look past the headlines, weigh both the upside and the risks, and then firm up your own stance by reviewing the 2 key rewards and 3 important warning signs.

Looking for more Twist Bioscience style ideas?

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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.

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