Twist Bioscience Reports Strong Fiscal 2026 Fourth Quarter Growth and AI Drug Discovery Expansion

Twist Bioscience (TWST) reported significant growth in its fiscal 2026 fourth quarter, with revenue increasing 28% year-over-year to $126.6 million. A major driver of this performance was the AI drug discovery segment, which saw revenue surge 175% to $59.1 million as customers utilized Twist's custom DNA sequences to validate software models. The company achieved a critical milestone by reaching positive adjusted EBITDA, signaling that its manufacturing platform is successfully scaling toward operational profitability. To meet rising demand in areas like molecular residual disease (MRD) testing and gene synthesis, management is expanding its silicon-based DNA writing capacity from 10 to 16 units. Looking forward, Twist Bioscience has provided optimistic guidance for fiscal 2027, projecting total revenue between $550 million and $560 million. This represents a mid-point growth rate of approximately 21%, supported by the company's strategy to reinvest operational cash flow into production capacity rather than relying on external funding.

By The Motley Fool Team · Motley Fool ·

Twist Bioscience Reports Strong Fiscal 2026 Fourth Quarter Growth and AI Drug Discovery Expansion

Tickers: $TWST

Topics: AI drug discovery DNA synthesis earnings report revenue growth

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