Twist Bioscience FY2026 Q4 slides: EBITDA milestone, stock drops 19%
Twist Bioscience (TWST) reported Q4 2026 revenue of $126.6M, beating guidance and achieving positive adjusted EBITDA of $2.2M. Full-year revenue was $459.4M, up 22% YoY. Shares dropped 19.35% due to conservative 2027 guidance. AI drug discovery revenue grew 175% YoY to $59.1M. Gross margin improved to 53.1%.
How this was made
The 30-second read
Why it matters
The earnings release combines a revenue beat with a first‑time positive EBITDA, yet guidance cuts have spooked the market, leading to a sharp price decline.
Market read
Primary earnings disclosure with new guidance; material for traders focused on biotech and growth‑stage stocks.
What to watch
Cash balance of $582 M and recent capital raise provide runway for capacity expansion, which could support future growth beyond the guidance.
Background
Twist Bioscience is a synthetic DNA and protein solutions provider that has been scaling revenue for multiple quarters.
Ticker impact
Twist Bioscience reported FY2026 Q4 results with revenue beat and first positive adjusted EBITDA, but issued conservative FY2027 guidance, triggering a 19% share drop.
downward pressure as the market prices in the guidance cut
The earnings beat was offset by a guidance outlook that signals slower growth, and the stock already fell 19% on the news.
Market effects
The DNA synthesis and biotech services sector may see heightened scrutiny on guidance outlooks, potentially affecting peers.
Limited to U.S. biotech and synthetic biology investors; no broad regional effect.
Modest, as Twist is a niche player; impact confined to specialty biotech investors.
Counterpoint
The EBITDA milestone could signal a turning point; investors who focus on long‑term profitability may find buying opportunities on the dip.
Key entities
- companyTwist Bioscience
NASDAQ‑listed synthetic biology firm
