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Will MRD Express and Margin Gains Change the Growth Trajectory for Twist Bioscience (TWST)?

Simply Wall St · 11/16/2025 11:20
  • Twist Bioscience recently reported record fourth-quarter and full-year revenues, highlighting strong growth across synthetic biology, next-generation sequencing, and biopharma, with improved gross margins and continued expansion efforts.
  • An interesting highlight is Twist Bioscience's upcoming early 2026 launch of the MRD Express cancer monitoring product, aimed at delivering personalized diagnostic panels in under 12 hours.
  • We'll explore how the launch of the MRD Express product and margin improvements could reshape Twist Bioscience's investment narrative.

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Twist Bioscience Investment Narrative Recap

To be a Twist Bioscience shareholder, you need to believe in the company’s ability to translate its leadership in synthetic DNA and sequencing technology into consistent revenue growth and improving profitability, despite ongoing operating losses. The recent results reinforce margin progress and highlight upcoming innovation with the MRD Express launch, but the most important near-term catalyst, achieving adjusted EBITDA breakeven in fiscal 2026, remains unchanged. Persistent unprofitability and dependence on a few large NGS customers still pose considerable risk, and this update does not materially shift those concerns.

Among recent announcements, the upcoming commercial launch of the MRD Express product in early 2026 is most relevant, especially as it aims to strengthen Twist’s position in personalized diagnostics, an area closely watched by investors. If well-received, this product could help broaden the customer base beyond large pharma and diversify revenue streams, both of which are key areas many see as critical to the company’s investment case.

Yet, amid improving operational metrics, a key issue for investors remains the risk from heavy revenue concentration among a handful of NGS customers...

Read the full narrative on Twist Bioscience (it's free!)

Twist Bioscience's narrative projects $575.2 million revenue and $92.4 million earnings by 2028. This requires 16.7% yearly revenue growth and a $177.6 million increase in earnings from -$85.2 million today.

Uncover how Twist Bioscience's forecasts yield a $39.43 fair value, a 47% upside to its current price.

Exploring Other Perspectives

TWST Community Fair Values as at Nov 2025
TWST Community Fair Values as at Nov 2025

Simply Wall St Community members estimate Twist Bioscience’s fair value between US$35.47 and US$50, with three distinct perspectives considered. While optimism surrounds upcoming product launches, heavy reliance on customer concentration may challenge sustained revenue growth.

Explore 3 other fair value estimates on Twist Bioscience - why the stock might be worth just $35.47!

Build Your Own Twist Bioscience Narrative

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.