AXQ Capital LP Acquires Shares of 6,143 Twist Bioscience Corporation $TWST

AXQ Capital LP bought a new position in shares of Twist Bioscience Corporation (NASDAQ:TWST) in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm bought 6,143 shares of the company’s stock, valued at approximately $226,000.

A number of other institutional investors also recently modified their holdings of TWST. Mirae Asset Global Investments Co. Ltd. increased its position in Twist Bioscience by 15.0% during the second quarter. Mirae Asset Global Investments Co. Ltd. now owns 2,315 shares of the company’s stock worth $85,000 after acquiring an additional 302 shares during the period. Bayforest Capital Ltd grew its position in shares of Twist Bioscience by 49.3% during the 1st quarter. Bayforest Capital Ltd now owns 4,860 shares of the company’s stock worth $191,000 after purchasing an additional 1,604 shares in the last quarter. Vanguard Personalized Indexing Management LLC increased its holdings in shares of Twist Bioscience by 8.4% during the second quarter. Vanguard Personalized Indexing Management LLC now owns 6,031 shares of the company’s stock worth $222,000 after purchasing an additional 469 shares during the period. Hsbc Holdings PLC acquired a new stake in shares of Twist Bioscience in the first quarter valued at approximately $228,000. Finally, 111 Capital bought a new stake in shares of Twist Bioscience in the second quarter valued at approximately $235,000.

Analyst Ratings Changes

Several equities analysts have weighed in on the company. Barclays dropped their price objective on Twist Bioscience from $40.00 to $37.00 and set an “overweight” rating for the company in a report on Monday, November 17th. Cowen reaffirmed a “buy” rating on shares of Twist Bioscience in a research note on Monday, August 4th. Stephens assumed coverage on shares of Twist Bioscience in a research report on Monday, November 3rd. They set an “overweight” rating and a $41.00 price objective for the company. Evercore ISI decreased their target price on shares of Twist Bioscience from $46.00 to $42.00 and set an “outperform” rating on the stock in a report on Tuesday, October 7th. Finally, Weiss Ratings restated a “sell (e+)” rating on shares of Twist Bioscience in a research report on Wednesday, November 19th. Nine research analysts have rated the stock with a Buy rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $46.33.

Insiders Place Their Bets

In other news, CFO Adam Laponis sold 5,875 shares of the business’s stock in a transaction dated Monday, October 6th. The stock was sold at an average price of $32.19, for a total value of $189,116.25. Following the transaction, the chief financial officer directly owned 97,042 shares of the company’s stock, valued at $3,123,781.98. The trade was a 5.71% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, insider Dennis Cho sold 6,515 shares of the firm’s stock in a transaction that occurred on Thursday, October 30th. The stock was sold at an average price of $31.44, for a total value of $204,831.60. Following the sale, the insider directly owned 121,713 shares of the company’s stock, valued at $3,826,656.72. This represents a 5.08% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 122,865 shares of company stock valued at $3,879,926. Insiders own 3.01% of the company’s stock.

Twist Bioscience Stock Performance

NASDAQ TWST opened at $31.11 on Wednesday. The stock has a fifty day simple moving average of $30.01 and a 200 day simple moving average of $30.94. Twist Bioscience Corporation has a twelve month low of $23.30 and a twelve month high of $55.33. The company has a market capitalization of $1.90 billion, a price-to-earnings ratio of -23.75 and a beta of 2.43. The company has a quick ratio of 3.33, a current ratio of 3.64 and a debt-to-equity ratio of 0.03.

Twist Bioscience (NASDAQ:TWST) last released its earnings results on Friday, November 14th. The company reported ($0.45) earnings per share for the quarter, missing analysts’ consensus estimates of ($0.40) by ($0.05). The firm had revenue of $99.01 million for the quarter, compared to analyst estimates of $97.40 million. Twist Bioscience had a negative net margin of 20.63% and a negative return on equity of 27.40%. Twist Bioscience has set its Q1 2026 guidance at EPS. FY 2026 guidance at EPS. Sell-side analysts expect that Twist Bioscience Corporation will post -2.12 EPS for the current year.

Twist Bioscience Profile

Twist Bioscience Corporation engages in the manufacture and sale of synthetic DNA-based products. The company offers synthetic genes and gene fragments used in product development for therapeutics, diagnostics, chemicals/materials, food/agriculture, data storage, and various applications within academic research by biotech, pharma, industrial chemical, and agricultural companies, as well as academic labs; Oligo pools used in targeted NGS, CRISPR gene editing, mutagenesis experiments, DNA origami, DNA computing, data storage in DNA, and other applications; and immunoglobulin G proteins for customers focused on the pursuit of drug discovery and development.