Twist Bioscience slides as traders weigh lingering valuation concerns ahead of earnings

Twist Bioscience (TWST) is down 7.2% today. Here is some analysis on what might have caused this price movement.

([investors.twistbioscience.com](https://investors.twistbioscience.com/investor-relations/))

Analysis: A single fresh company-specific catalyst is not obvious, so the move appears tied to continued pressure from a bearish valuation critique published last week and risk reduction ahead of Twist Bioscience’s fiscal fourth-quarter results on November 12, 2026. This could also be because investors are locking in gains after a volatile run, with the market bracing for a large earnings-related move.

([investing.com](https://www.investing.com/news/stock-market-news/twist-bioscience-slides-10-as-bear-cave-report-questions-valuation-5005196?utm_source=openai))

Details:

Twist Bioscience’s investor calendar shows its fiscal 2026 fourth-quarter financial results conference call is scheduled for November 12, 2026 at 8:00 a.m. EST.

A bearish third-party report published on November 5 argued the stock’s valuation had run ahead of the underlying business and questioned how much of the rally was driven by enthusiasm around AI-related work.

That same report day coincided with a sharp drop in the shares, suggesting today’s weakness may be an extension of that reassessment rather than a brand-new development.

The options market was implying a sizable earnings move into the report, which can amplify pre-earnings selling and cautious positioning.

([investors.twistbioscience.com](https://investors.twistbioscience.com/events/event-details/fiscal-2026-fourth-quarter-financial-results-conference-call))

Sources:

Twist Bioscience Investor Relations, Investing.com, EarningsMoves

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 insiders have traded $TWST stock on the open market 98 times in the past 6 months. Of those trades, 0 have been purchases and 98 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 41 sales selling 656,547 shares for an estimated $92,035,834.
• PATRICK JOHN FINN (President and COO) has made 0 purchases and 14 sales selling 122,211 shares for an estimated $15,964,778.
• DENNIS CHO (See Remarks) has made 0 purchases and 12 sales selling 58,896 shares for an estimated $6,885,807.
• PAULA GREEN (SVP of Human Resources) has made 0 purchases and 11 sales selling 43,500 shares for an estimated $4,783,632.
• ADAM LAPONIS (Chief Financial Officer) has made 0 purchases and 6 sales selling 20,902 shares for an estimated $2,793,758.
• ROBERT CHESS sold 18,417 shares for an estimated $2,042,261
• ROBERT F. WERNER (Chief Accounting Officer) has made 0 purchases and 10 sales selling 6,405 shares for an estimated $737,327.
• KATRYN BLAKE sold 2,240 shares for an estimated $275,251
• MELISSA A. STAROVASNIK has made 0 purchases and 2 sales selling 3,000 shares for an estimated $200,520.

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.

$TWST Hedge Fund Activity

We have seen 233 institutional investors add shares of $TWST stock to their portfolio, and 145 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

• FMR LLC added 4,992,474 shares (+106.2%) to their portfolio in Q3 2026, for an estimated $964,745,675
• 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
• 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
• D. E. SHAW & CO., INC. added 1,158,024 shares (+4198.6%) to their portfolio in Q2 2026, for an estimated $119,137,509
• SOLEUS CAPITAL MANAGEMENT, L.P. removed 1,122,000 shares (-91.5%) from their portfolio in Q2 2026, for an estimated $115,431,360

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 6 analysts offer price targets for $TWST in the last 6 months, with a median target of $92.5.

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

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.