Why Twist Bioscience Corporation (TWST) stock moved
Updated Oct 5, 2026
Twist Bioscience Corporation (TWST) shares climbed 8.7% to $205.00 as of October 5, 2026, a significant gain from the prior close of $188.67. BestStocks flagged the session as a major change for TWST. The move is tied to price move up. Below, we break down what changed for TWST, why it matters for investors, how the stock reacted, and the catalysts on the calendar.
What happened
TWST climbed 8.7% to $205.00
Twist Bioscience rose 8.73% to $155.56 on Thursday, September 17, 2026 (intraday high $165.70), extending a multi-day rally. The move built on the prior day's news that Twist had joined Eli Lilly's TuneLab AI drug-discovery platform as an antibody-characterization data-services provider, and on a fresh September 17 Leerink price-target raise to $160 from $120 (Outperform). The run had actually begun before the Lilly deal, so it reflected broad AI-drug-discovery enthusiasm, not a single event.
What it means for Twist Bioscience Corporation investors
For Twist Bioscience Corporation investors, the balance of recent signals points to a bullish shift. On the constructive side: Material positive event; Strong 8.7% price move with conviction. Weighing against that: Twist Bioscience Corporation (TWST) moved −6.69% from $106.58 to $99.44 on 2026-08-04. Wall Street's consensus price target sits at $131.33, implying -35.9% downside from $205.00. BestStocks rates the overall signal quality medium (64/100). With earnings roughly 39 days out, the next report is the most likely near-term test of the move.
TWST price reaction
TWST last traded at $205.00, up $16.33 (+8.66%) from the previous close of $188.67. The session traded on 1.7× average volume (above avg), so the move carried above-average conviction. Over the past month the stock has ranged between $124.72 and $205.00, and it currently sits about 100% of the way up that band.
Bullish and bearish analyst opinions on Twist Bioscience Corporation (TWST)
The consensus analyst price target on Twist Bioscience Corporation (TWST) is $131.33, 35.9% below the recent $205.00. Over the past 90 days analysts logged 0 upgrades, 7 maintains, and 0 downgrades. Here is how the bullish and bearish cases on TWST line up.
▲ The bullish case
+The Street's most bullish target is $212.00 (+3.4%).
+Material positive event.
+Strong 8.7% price move with conviction.
+Twist Bioscience Corporation (TWST) moved +10.34% from $113.18 to $124.88 on 2026-08-10.
▼ The bearish case
−The consensus analyst price target of $131.33 sits 35.9% below the recent $205.00, so the average target sees limited room to run.
−The most bearish analyst target is $89.00 (-56.6%).
−Twist Bioscience Corporation (TWST) moved −6.69% from $106.58 to $99.44 on 2026-08-04.
Bull vs bear balanceBullish Shift
BearishNeutralBullish
Weighing both sides, BestStocks' composite read of recent signals is bullish, as the bull-versus-bear meter above shows. This is an educational summary of the bull and bear case, not investment advice.
Analyst price targets and ratings are FMP consensus figures as of Oct 5, 2026; other aggregators may differ. High and low targets show the range of estimates, not forecasts.
Twist Bioscience shares rose 5.69% to $196.73, extending recent momentum driven by its integration with Eli Lilly's TuneLab platform, which connects TWST's antibody characterization technology to Lilly's AI-powered drug discovery network. The stock has gained roughly 13% over the past 30 days on speculative interest in AI-enabled synthetic biology applications. Intraday volume of 1.52M shares ran 1.29x normal levels for this point in the session.
Twist Bioscience Corporation moved +2.62% intraday from $179.60 to $184.31. Twist Bioscience Corp (TWST) is trading higher and hitting new 52-week highs (pushing past $184–$187) driven by a powerful mix of high-profile AI drug-discovery partnerships and aggressive market momentum. ### 💡 Key Growth Drivers - Lilly TuneLab Partnership: Integration with Eli Lilly's TuneLab AI platform to supply vital antibody-characterization data. - AI Narrative & Anthropic Tie-In: Investor excitement surrounding biotech-AI workflows and projects linked to generative AI models like Anthropic's. - Raised Guidance & Revenue Growth: Strong fiscal performance, featuring quarterly revenue of $118.4 million (up 23% year-over-year) and upwardly revised full-year projections. - Wall Street Upgrades: Bullish price-target revisions (such as Leerink raising targets significantly) fueling aggressive momentum buying. ### ⚠️ Underlying Risks - Lack of Profitability: The company continues to post net losses despite robust top-line growth. - Rich Valuations: Trading at software-like multiples (over 25x sales) detached from immediate earnings fundamentals. - Heavy Insider Selling: Widespread open-market share sales by executives, including CEO Emily Leproust, under pre-arranged 10b5-1 plans
Material / Earnings2026-09-24+16.1%
TWST moved +16.68% from its $157.72 open to a $184.03 close on 2026-09-24.
Twist Bioscience shares rallied 3.99% to $161.77 following announcement of a partnership with Eli Lilly to integrate Twist's antibody data into Eli Lilly's TuneLab AI-driven drug discovery platform, according to investing.com. The collaboration establishes a direct ordering channel for AI-enabled discovery and validates Twist's wet-lab technology within Lilly's ecosystem. Volume of 841,669 shares (0.81x expected for this time of session) remains normal.
Twist Bioscience rallied 11.88% to $160.06 following broad-based enthusiasm for AI-driven healthcare triggered by new HHS and FDA deputy commissioner appointments focused on health AI, per Yahoo Finance and Investing.com. The move builds on the company's recent fiscal Q3 revenue of $118.4M and raised full-year guidance, with analyst support from Guggenheim reiterated at buy ratings. Volume surged to 2.80x expected levels 120 minutes into the session, signaling elevated retail and institutional participation.
Material / Earnings2026-09-14+5.9%
Twist Bioscience Corporation (TWST) moved +6.99% from $125.95 to $134.75 on September 14, 2026, driven by broader enthusiasm for AI-driven DNA demand and synthetic biology. The move follows strong fiscal Q3 results where the company reported revenue of $118.4 million, up 23% year-over-year, alongside upward guidance revisions. Institutional accumulation by major entities including the California State Teachers Retirement System and Engineers Gate Manager LP has also supported the share price.
Material / Earnings2026-09-08+2.7%
Twist Bioscience Corporation (TWST) moved +5.44% from $121.45 to $128.06 on 2026-09-08, driven by positive sentiment around AI-enabled drug discovery demand and recent financial strength. The move followed the company's fiscal Q3 2026 earnings beat, an upsized capital raise, and raised forward guidance, with analyst price-target revisions reinforcing confidence in its technology leadership and order growth trajectory.
Twist Bioscience fell 6.09% to $143.78 on profit-taking following a 70%+ August rally to 52-week highs, compounded by insider and institutional selling. CEO Emily Leproust sold 41,570 shares on August 25 under a pre-established Rule 10b5-1 plan, and Cathie Wood's ARK ETF trimmed over 22,000 shares. Volume was 0.68x average for this point in the session, suggesting subdued participation.
In-depth TWST event analyses
Permanent, dated analyses of TWST's most significant sessions.
Why did Twist Bioscience Corporation (TWST) stock move?
Twist Bioscience rose 8.73% to $155.56 on Thursday, September 17, 2026 (intraday high $165.70), extending a multi-day rally. The move built on the prior day's news that Twist had joined Eli Lilly's TuneLab AI drug-discovery platform as an antibody-characterization data-services provider, and on a fresh September 17 Leerink price-target raise to $160 from $120 (Outperform). The run had actually begun before the Lilly deal, so it reflected broad AI-drug-discovery enthusiasm, not a single event.
How much did TWST stock rise?
TWST gained 8.66% ($16.33) versus the prior close of $188.67, last trading at $205.00 on 1.7× average volume.
When is Twist Bioscience Corporation's next earnings date?
TWST's next earnings report is estimated for 2026-11-13 — about 39 days away.
What is the analyst price target for TWST?
The consensus analyst price target for TWST is $131.33, about 35.9% below the current $205.00. Over the past 90 days, analysts recorded 0 upgrades, 7 maintains, and 0 downgrades.
How BestStocks tracks TWST
This page is generated automatically by BestStocks' change-detection system after price move up was detected and verified against independent data sources. It draws on 20 tracked change events for TWST, cross-checked against the data sources listed below. Price, volume, and market-capitalization figures are the live intraday quote as of October 5, 2026 and refresh as new information is detected; for companies with multiple share classes, market-cap figures can differ by data source. Analyst price targets and ratings are FMP consensus. This is an educational summary of what changed and why — not personalized investment advice.
