TWST · Twist Bioscience Corporation

Not today. TWST is not on today's radar: no tight base just under a resistance that has been tested again and again.

Bulls: $TWST jumped +10.31% in a broad AI-biology rotation alongside $SDGR +10.73%, $RXRX +8.82% and $BE +8.14%, and broke out of a two-week sideways consolidation with a +7.9% move to $156.7 after holding the 50-day average following October's sharp drop. Technicals cited: MACD turning up from the bottom with a bullish crossover imminent, a higher low below the 50-day SMA and an attempt to reclaim both the 50-day and the AVWAP anchored to the big breakdown, an ascending base breakout with higher lows intact, a strong Bollinger Band squeeze, and a 62% confidence read on strong 20D volatility and 10D range. Unlike most AI names, it is not below its 200-day, and genomics peers $TXG, $SDGR and $VCYT are acting well with $ARKG holding its rising trendline.

Bears: $TWST and $MRNA are called the worst bubble stocks in all biotech, with a prediction they will be fractions of today's values a year from now. The AI drug discovery group ($TWST, $DNA, $ABSI, $TXG, $TEM) is said to have gotten its boost from 'Anthropic antics' and a '1 man biotech' narrative pushed by pumper accounts and bots after an unimpressive S1. Since being flagged as an AVOID name, $TWST is -22.6% versus IWM -21.3 despite today's +9.3%, one poster calls it a good short for a day or two given the massive red candle, and another says it is up 8% 'because stupid people need to lose their cash.'

Reading from Oct 28, 2026; each post classified by AI, weighted by engagement.

No recent news reading for TWST. The News Sentiment API reads today's headlines on any US stock.

Open-market trades only, from SEC Form 4 filings — option exercises, tax withholding and grants are left out.

• Sold · Leproust Emily M.$9K · Oct 5, 2026
• Sold · Leproust Emily M.$30K · Oct 5, 2026
• Sold · Leproust Emily M.$61K · Oct 5, 2026
• Sold · Leproust Emily M.$59K · Oct 5, 2026
• Sold · Leproust Emily M.$88K · Oct 5, 2026

• FY 2026 · total revenue · 8-K filed Aug 3, 2026

  “Total revenue in the range of $456 million to $457 million, growth of approximately 21% year over year, compared to prior guidance of $442 to $447 million.”

• FY 2026 · gross margin · 8-K filed Aug 3, 2026

  “Gross margin to be above 52%.”

• Q4 FY 2026 · total revenue · 8-K filed Aug 3, 2026

  “Total revenue of approximately $123 million to $124 million, growth of approximately 25% yea r over year at the midpoint, with sequential growth in both DSPS and NGS Applications.”

• Q4 FY 2026 · adjusted ebitda · 8-K filed Aug 3, 2026

  “To achieve adjusted EBITDA breakeven.”

Quoted from the outlook the company filed with the SEC.