Twist Bioscience 2025 Q4 Earnings Net Loss Narrows 21.7% to $27.14 Million

Twist Bioscience (TWST) reported fiscal 2025 Q4 earnings on November 17, 2025, showing a 16.9% revenue increase to $99.01 million compared to $84.71 million in the prior year. The company narrowed its net loss to $27.14 million from $34.66 million in 2024 Q4, reflecting a 21.7% reduction. Despite progress, it remains unprofitable for the eighth consecutive year, with no explicit forward guidance provided.

Revenue

The total revenue of Twist Bioscience increased by 16.9% to $99.01 million in 2025 Q4, up from $84.71 million in 2024 Q4.

Earnings/Net Income

Twist Bioscience narrowed losses to $0.45 per share in 2025 Q4 from a loss of $0.59 per share in 2024 Q4 (24.0% improvement). Meanwhile, the company successfully narrowed its net loss to $-27.14 million in 2025 Q4, reducing losses by 21.7% compared to the $-34.66 million net loss reported in 2024 Q4. The Company has sustained losses for 8 years over the corresponding fiscal quarter, highlighting ongoing financial headwinds. The EPS improvement and net loss reduction indicate progress, though the company remains unprofitable after eight consecutive years of losses.

Price Action

The stock price of Twist Bioscience has edged down 1.05% during the latest trading day, has tumbled 14.53% during the most recent full trading week, and has tumbled 13.95% month-to-date.

Post-Earnings Price Action Review

Following the earnings release, Twist Bioscience’s stock declined despite improved financial metrics, with a 13.95% monthly drop compounding recent weakness. The market appears skeptical of the company’s path to profitability, given persistent negative operating margins and reliance on cost optimization. However, Stephens analyst Steven Etoch initiated coverage with an Overweight rating and $41 price target, citing the company’s differentiated DNA synthesis platform and potential EBITDA break-even by late 2026. Recent collaborations, including the launch of MRD Express for personalized cancer diagnostics and a partnership with Synthetic Design Lab, may provide catalysts for renewed investor interest.

CEO Commentary

The CEO of Twist Bioscience highlighted operational challenges in Q4 2025, noting revenue growth was tempered by supply chain disruptions and margin pressures. Strategic priorities included accelerating R&D investments in synthetic biology platforms to strengthen market differentiation, with a focus on expanding partnerships in diagnostics and therapeutics. Leadership expressed cautious optimism, emphasizing progress in scaling manufacturing capabilities but acknowledging the need for disciplined cost management to align with long-term profitability goals.

Guidance

Twist Bioscience provided no explicit forward-looking guidance in the Q4 2025 earnings report. The CEO referenced ongoing cost optimization efforts but did not quantify revenue, EPS, or CAPEX targets. Qualitative expectations centered on maintaining operational flexibility to navigate macroeconomic uncertainties while advancing key product launches in 2026.

Additional News

Within three weeks of the earnings report, Twist Bioscience announced a collaboration with Synthetic Design Lab to develop novel antibody-drug conjugates for cancer therapies, leveraging Twist’s high-throughput DNA synthesis capabilities. The company also plans to launch its MRD Express product for rapid personalized cancer diagnostics in early 2026, signaling a strategic pivot toward diversified revenue streams. Additionally, Stephens analyst Steven Etoch initiated coverage with an Overweight rating and $41 price target, highlighting Twist’s cost leadership and innovation in synthetic biology.