William Blair analyst Matt Larew has maintained their bullish stance on TWST stock, giving a Buy rating on January 26.
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Matt Larew has given his Buy rating due to a combination of factors that highlight Twist Bioscience’s solid execution and improved outlook. The company delivered quarterly revenue slightly above both Street expectations and his own estimates across its DNA Synthesis, Protein Solutions, and NGS Applications segments, while also exceeding his gross margin forecast. Management increased full-year 2026 revenue guidance by roughly 2% at the midpoint, with the uplift spread across both major business lines, and reaffirmed a gross margin target above 52% along with a goal of reaching EBITDA breakeven by the fourth quarter of fiscal 2026.
Larew also notes that near-term guidance for the second quarter is ahead of consensus, reinforcing confidence in the company’s growth trajectory. He is looking for more detail on key growth drivers such as AI and minimal residual disease applications, as well as academic customer trends, all of which could further support the long-term story. Importantly, he highlights that Twist shares trade at a discount to a group of comparable high-growth life science tools companies on a 2026 sales multiple basis, suggesting valuation upside. Together, the operational performance, raised outlook, and relative valuation underpin his positive stance and Buy rating on the stock.
In another report released on January 26, Guggenheim also maintained a Buy rating on the stock with a $50.00 price target.