Twist Bioscience (TWST) Could Be 17% Undervalued As New Product Launches Lift Attention

Twist Bioscience (TWST) has drawn fresh attention after rolling out Twist MRD Express and Twist Express Screening Antibodies, two high-throughput tools aimed at faster cancer diagnostics and drug discovery workflows for research customers.

The twin product launches come after a sharp run in Twist Bioscience’s shares, with a 1-day share price return of 8.73% lifting the stock to US$140.30. This comes even though the 30-day share price return is down 25.64% and short-term momentum has cooled.

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The share price has already climbed sharply over three years and then snapped higher again on these launches. For Twist Bioscience at US$140.30, is most of the repricing done, or does the valuation still leave meaningful upside ahead?

Most Popular Narrative: 16.6% Undervalued

On the most followed narrative, Twist Bioscience screens as undervalued, with a fair value of $168.25 compared with the last close at $140.30. This puts more focus on whether the product pipeline and margin plan can justify that gap.

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 24 investors see Twist Bioscience as 17% undervalued.

Result: Fair Value of $168.25 (UNDERVALUED)

Still, the bullish Twist Bioscience story depends on unproven profitability and a concentrated NGS customer base that could amplify any setback in large accounts.

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

Another View: Twist Bioscience Looks Expensive On Sales

The first narrative leans on a fair value of $168.25, yet the market is already paying a steep P/S of 20.4x for Twist Bioscience. That is far above the US Biotechs industry at 11x, the peer average at 11.9x, and a fair ratio of 6.7x. If sentiment cools, how much room is there before those multiples compress toward that fair ratio?

See what the numbers say about this price — find out in our valuation breakdown.

Next Steps

Mixed signals across valuation and sentiment rarely stay unresolved for long, so move quickly, review the data for yourself, then weigh up Twist Bioscience’s 2 key rewards and 3 important warning signs

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