Why Twist Bioscience Corporation (TWST) Stock Rose 10.4% on Aug 3, 2026
The clearest new catalyst: Record revenue, ahead of consensus.
Why did TWST stock rise?
Twist Bioscience closed at $101.06 on August 3, 2026, up 10.4% from Friday's $91.55 — but the path there was extraordinary. The stock opened at $81.60, roughly 11% below the prior close, fell to an intraday low of $80.59, and then climbed for the rest of the session to finish about 25% above that low. The company had reported fiscal third-quarter 2026 results with record revenue of $118.4 million, up 23% year over year and ahead of a roughly $114.6 million consensus, alongside an adjusted (non-GAAP) diluted loss per share of $0.56. It also raised full-year fiscal 2026 revenue guidance to $456–$457 million from $442–$447 million and guided fiscal Q4 revenue to $123–$124 million against a roughly $117.4 million consensus.
- Record revenue, ahead of consensus: Fiscal Q3 revenue of $118.4 million was an all-time high for the company, up about 23% year over year and roughly $3.8 million above a consensus near $114.6 million.
- An adjusted loss per share of $0.56: The $0.56 figure is an adjusted, non-GAAP diluted loss per share, not a GAAP result. It came in below Street expectations, which is the most likely explanation for the sharply lower open — though both the loss and the raised guidance were public before trading began.
- Full-year guidance raised: Fiscal 2026 revenue guidance moved up to $456–$457 million from $442–$447 million, narrowing the range as well as lifting it.
- A fiscal Q4 guide above consensus: Fourth-quarter revenue was guided to $123–$124 million against a consensus near $117.4 million — an above-consensus outlook, which is unusual alongside an EPS shortfall.
- Price targets raised: TD Cowen lifted its target to $115 from $89 and Baird to $115 from $113 following the report.
How the story developed
- June 11, 2026Shares closed at $74.05 after a 9.3% gain, part of a steady climb from the mid-$60s in late May.
- July 21, 2026The stock rose 9.6% to $95.86, then drifted lower through the end of the month.
- August 3, 2026 (pre-market)Fiscal Q3 2026 results were published: record revenue of $118.4 million, an adjusted diluted loss per share of $0.56, raised full-year guidance and an above-consensus Q4 revenue outlook.
- August 3, 2026 (session)The stock opened at $81.60, bottomed at $80.59, then rallied through the day to close at $101.06 — up 10.4% on the session and about 25% off the low, on 2.9 million shares against recent averages near 1.2-1.5 million.
- August 3-4, 2026TD Cowen raised its price target to $115 from $89; Baird raised to $115 from $113.
What it could mean for TWST investors
The constructive case
- Record quarterly revenue with 23% year-over-year growth, ahead of consensus, on a business that has compounded through a volatile year.
- Guidance moved up on both the full year and the coming quarter, with the Q4 revenue guide meaningfully above where the Street sat.
- Two price-target increases immediately followed, including a large one from TD Cowen ($89 to $115).
- The scale of the intraday recovery — closing roughly 25% above the session low — suggests real buying interest rather than a passive drift.
The cautious case & what could invalidate it
- The company is still lossmaking on an adjusted basis, reporting a $0.56 adjusted diluted loss per share for the quarter.
- An 11% gap down followed by a 10% up-close is an unusually wide swing, and that volatility cuts both ways.
- Guidance was raised on revenue; that is not the same as demonstrated progress toward sustained profitability.
- The shares have traded between roughly $60 and $105 over the past three months, so the close near $101 sits at the top of that range.
Initial detection
BestStocks first flagged TWST intraday on Aug 3, 2026; this analysis was finalized after the close using the confirmed +10.4% session move and additional catalyst research.
Show the initial intraday note
Twist Bioscience Corporation (TWST) moved +23.86% from $81.59 to $101.06 on 2026-08-03. We checked news, earnings, analyst updates, SEC filings, and corporate actions — no company-specific catalyst was found. The move appears to be technical: TWST reached a new 30-day high on modestly elevated volume (2.0x the 5-day average).
What to watch next: Watch for earnings reports or news announcements that could validate or reverse the technical move.
Frequently asked questions
Why did Twist Bioscience Corporation (TWST) stock rise on Aug 3, 2026?
Twist Bioscience closed at $101.06 on August 3, 2026, up 10.4% from Friday's $91.55 — but the path there was extraordinary. The stock opened at $81.60, roughly 11% below the prior close, fell to an intraday low of $80.59, and then climbed for the rest of the session to finish about 25% above that low. The company had reported fiscal third-quarter 2026 results with record revenue of $118.4 million, up 23% year over year and ahead of a roughly $114.6 million consensus, alongside an adjusted (non-GAAP) diluted loss per share of $0.56. It also raised full-year fiscal 2026 revenue guidance to $456–$457 million from $442–$447 million and guided fiscal Q4 revenue to $123–$124 million against a roughly $117.4 million consensus.
How much did TWST stock rise on Aug 3, 2026?
TWST rose 10.4% during the Aug 3, 2026 trading session.
What were the main drivers behind TWST's move?
Record revenue, ahead of consensus; An adjusted loss per share of $0.56; Full-year guidance raised; A fiscal Q4 guide above consensus; Price targets raised.