TWST

Polen Capital, an investment management company, released its “Polen 5Perspectives Small-Mid Growth Strategy” Q3 2026 investor letter. A copy of the letter can be downloaded here.

Key TakeawaysTwist Bioscience shares fell 9% today with no company news, as Illumina dropped 5% in a broad selloff in tech and AI stocks. Twist’s run since mid-September came from AI deals and an analyst’s AI call, so the stock now moves with how investors feel about AI.

TD Cowen keeps a Buy rating on Twist Bioscience and lifts its price target to $190 from $115. The upgrade reflects confidence in the company’s prospects.

Twist Bioscience is highlighted as a key player in the growing biofoundry-as-a-service market, expected to hit about $4.38 billion by 2030. The focus is on its role in linking cloud-based design-build-test-learn workflows with synthetic DNA manufacturing.

Boost ROI with modular, automated biofoundries and AI/cloud-based DBTL workflows to cut manual work, speed development, improve reproducibility, and scale production.Dublin, Oct. 12, 2026 (GLOBE NEWSWIRE) -- "Biofoundry-as-a-Service Global Market Report 2026" has been added to ResearchAndMarkets.com's offering.

Boost ROI with AI-led design, automated high-throughput screening, customizable libraries, local production and diversified sourcing to cut costs and speed development.Dublin, Oct. 12, 2026 (GLOBE NEWSWIRE) -- "Synthetic Antibody Library Global Market Report 2026" has been added to ResearchAndMarkets.com's offering.

Canaccord Genuity maintains a Buy on Twist Bioscience and raises the price target to $205 from $120. The move signals a positive outlook for the company.

Jefferies starts coverage of Twist Bioscience with a Hold rating and sets a price target of $150. The rating suggests a neutral stance on the stock’s short‑term prospects.