Twist Bioscience reported strong fiscal Q3 2026 sales that beat consensus and raised its full-year 2026 guidance, driven by growth in DNA Synthesis and NGS businesses, and expanding AI drug discovery opportunities. Despite a wider-than-expected adjusted loss per share, the positive sales performance and increased outlook are driving significant stock gains.
Twist Bioscience's fiscal Q3 2026 results show a mixed picture with a wider adjusted loss but significantly stronger sales than anticipated, beating both consensus and management guidance. The company's DNA Synthesis and NGS businesses are growing robustly, and more importantly, its AI drug discovery pipeline is expanding, with expectations of triple-digit order growth in fiscal 2027. This positive outlook led to an upward revision of fiscal 2026 sales guidance, signaling confidence in future performance. For traders, this indicates strong short-term momentum for TWST stock, driven by the revenue beat and future growth prospects in AI-enabled drug discovery, despite the current quarter's loss. The long-term implication is a potentially accelerating growth trajectory as AI integration becomes more central to its business model.