Twist Bioscience Rocked by Fresh Insider Stock Move From Company Director

New insider activity at Twist Bioscience ( (TWST) ) has taken place on February 9, 2026.

Director Jan Johannessen has reduced his stake in Twist Bioscience by selling 2,200 shares of the company’s stock in a transaction valued at $105,380, signaling a notable insider move that may draw attention from current and prospective investors tracking leadership trading activity.

Recent Updates on TWST stock

Twist Bioscience shares have surged recently, including a noted 12.5% gain as analysts grew more optimistic following strong Q1 results and raised FY2026 guidance. The company’s upbeat earnings call emphasized double‑digit revenue growth, expanding gross margins and accelerating AI‑driven demand across DNA synthesis and NGS, reinforcing confidence in its path toward 2026 breakeven.

Baird, Evercore ISI and Barclays all raised their price targets after updating models to reflect higher 2026 revenue expectations, solid execution and broad‑based momentum, particularly from NGS normalization and AI‑driven drug discovery opportunities. Analysts highlighted Twist’s ability to capitalize on AI drug discovery market demand and improving operating leverage, while acknowledging continued losses, cash burn and valuation challenges even as technical momentum and shareholder support remain strong.

Spark’s Take on TWST Stock

According to Spark, TipRanks’ AI Analyst, TWST is a Neutral.

The score is held back primarily by weak cash-flow fundamentals and ongoing losses despite improving margins, while technical momentum and a constructive earnings outlook (raised/reiterated FY2026 growth and breakeven path) provide support; valuation remains challenged given negative earnings and no dividend support.

To see Spark’s full report on TWST stock, click here.

More about Twist Bioscience

YTD Price Performance: 55.23%

Average Trading Volume: 1,509,843

Technical Sentiment Signal: Buy

Current Market Cap: $3.02B