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Twist Bioscience Slides as Recent Rally Cools and CEO Sale Filing Weighs on Sentiment

Investivoq PriceTracker

Twist Bioscience Corporation (TWST) is down 3.8% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely driver appears to be profit-taking after a sharp run-up in the stock, with sentiment also pressured by a newly disclosed planned share sale tied to Chief Executive Officer Emily Leproust. There does not appear to be a fresh negative operating update from the company today, so the move looks more related to positioning and valuation after recent gains than to a change in the underlying business outlook.

Details:

  • Twist announced on September 16 that it joined Lilly TuneLab as a preferred antibody characterization data provider, a partnership that helped fuel a strong rally in the shares over the past week.
  • A Form 144 filed with the SEC on September 21 showed a proposed sale of 1,688 shares by Emily Leproust with an aggregate market value of about $147,400, which can sometimes pressure momentum stocks even when the amount is modest.
  • The company’s most recent quarterly update in early August showed record third-quarter revenue of $118.4 million and raised full-year revenue guidance, suggesting today’s decline is not being driven by a newly reported operational shortfall.
  • TWST had been trading near the upper end of its 52-week range, which may have made the stock vulnerable to a pullback as traders locked in gains following the recent partnership-driven surge.

    • Sources:

    Twist Bioscience, SEC, StockAnalysis

    Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

    $TWST Insider Trading Activity

    TWST Insider Trades

    $TWST insiders have traded $TWST stock on the open market 87 times in the past 6 months. Of those trades, 0 have been purchases and 87 have been sales.

    Here’s a breakdown of recent trading of $TWST stock by insiders over the last 6 months:

    • EMILY M. LEPROUST (Chief Executive Officer) has made 0 purchases and 33 sales selling 614,146 shares for an estimated $82,372,245.
    • PATRICK JOHN FINN (President and COO) has made 0 purchases and 13 sales selling 96,852 shares for an estimated $10,761,914.
    • DENNIS CHO (See Remarks) has made 0 purchases and 10 sales selling 50,047 shares for an estimated $5,014,803.
    • PAULA GREEN (SVP of Human Resources) has made 0 purchases and 9 sales selling 33,227 shares for an estimated $2,756,944.
    • ROBERT CHESS sold 18,417 shares for an estimated $2,042,261
    • ADAM LAPONIS (Chief Financial Officer) has made 0 purchases and 7 sales selling 19,980 shares for an estimated $1,421,659.
    • JAN JOHANNESSEN sold 12,000 shares for an estimated $673,440
    • ROBERT F. WERNER (Chief Accounting Officer) has made 0 purchases and 9 sales selling 4,939 shares for an estimated $446,734.
    • KATRYN BLAKE sold 2,240 shares for an estimated $275,251
    • MELISSA A. STAROVASNIK has made 0 purchases and 3 sales selling 3,500 shares for an estimated $231,435.

    To track insider transactions, check out Investivoq's insider trading dashboard. You can access data on insider stock transactions through the Investivoq API insider transaction endpoint.

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    $TWST Hedge Fund Activity

    We have seen 183 institutional investors add shares of $TWST stock to their portfolio, and 149 decrease their positions in their most recent quarter.

    Here are some of the largest recent moves:

    • WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC removed 3,779,835 shares (-63.5%) from their portfolio in Q2 2026, for an estimated $388,869,424
    • PRICE T ROWE ASSOCIATES INC /MD/ added 3,564,347 shares (+5069.8%) to their portfolio in Q2 2026, for an estimated $366,700,019
    • EDGEPOINT INVESTMENT GROUP INC. removed 2,856,356 shares (-53.1%) from their portfolio in Q2 2026, for an estimated $293,861,905
    • FMR LLC added 2,813,099 shares (+148.8%) to their portfolio in Q2 2026, for an estimated $289,411,625
    • ARK INVESTMENT MANAGEMENT LLC removed 1,792,930 shares (-28.3%) from their portfolio in Q2 2026, for an estimated $184,456,638
    • ARTISAN PARTNERS LIMITED PARTNERSHIP removed 1,565,760 shares (-24.6%) from their portfolio in Q2 2026, for an estimated $161,085,388
    • FARALLON CAPITAL MANAGEMENT LLC added 1,420,000 shares (+18562.1%) to their portfolio in Q1 2026, for an estimated $67,478,400

    To track hedge funds' stock portfolios, check out Investivoq's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Investivoq API 13F endpoint.

    $TWST Price Targets

    Multiple analysts have issued price targets for $TWST recently. We have seen 8 analysts offer price targets for $TWST in the last 6 months, with a median target of $89.5.

    Here are some recent targets:

    • Vijay Kumar from Evercore ISI Group set a target price of $102.0 on 07/06/2026
    • Subbu Nambi from Guggenheim set a target price of $107.0 on 06/29/2026
    • Luke Sergott from Barclays set a target price of $95.0 on 06/24/2026
    • Brendan Smith from TD Cowen set a target price of $89.0 on 06/15/2026
    • Kyle Mikson from Canaccord Genuity set a target price of $90.0 on 06/15/2026
    • David Westenberg from Piper Sandler set a target price of $85.0 on 06/11/2026
    • Catherine Ramsey from Baird set a target price of $65.0 on 05/05/2026

    This article is not financial advice. See Investivoq's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.