New York, Jan 12, 2026, 13:43 EST — Regular session
- Shares of Twist Bioscience jumped roughly 8% following the release of preliminary fiscal Q1 revenue that surpassed the company’s own projections.
- Total revenue climbed 17%, reaching roughly $103.7 million, with DNA synthesis revenue up 27%.
- Attention turns to management’s comments at the JPMorgan conference and the upcoming Feb. 2 earnings report.
Shares of Twist Bioscience Corp jumped roughly 8% Monday following a preliminary first-quarter revenue report that beat expectations. The synthetic DNA company’s stock climbed 7.8% to $38.07 in afternoon trading, trading between $34.51 and $39.80 earlier in the session.
The timing is key. Firms are releasing early results just as investors swarm the JPMorgan Healthcare Conference week, and traders are quick to jump on any sign that demand stayed strong through year-end.
For Twist, this flash update gives a quick snapshot of spending on synthetic DNA and sequencing prep tools, plus a check on whether its NGS segment is hitting the marks management set for the first half of the fiscal year.
Twist reported a 17% jump in total revenue for the fiscal 2026 first quarter, ending Dec. 31, hitting roughly $103.7 million, plus or minus $0.2 million, according to an SEC filing. DNA Synthesis and Protein Solutions sales climbed 27% to about $51.1 million. Meanwhile, NGS Applications revenue reached about $52.6 million, topping the company’s guidance. CEO Emily M. Leproust highlighted that revenue exceeded the $100 million to $101 million forecast, driven by strong momentum in both segments. She also mentioned a key NGS customer shifting an assay from research use to commercial use. (SEC)
NGS, or next-generation sequencing, enables large-scale DNA reading. Twist offers DNA products and sample-prep tools essential to this process, making the segment a key indicator for investors looking for stable, recurring orders instead of sporadic project buys.
Evercore ISI analyst Vijay Kumar called the quarterly beat “a welcome relief,” especially amid worries about revenue timing as the clinical diagnostics client moves from R&D into commercial, according to Investors.com. (Investors)
That early print carries mixed implications. It shifts some uncertainty ahead but also raises expectations for the full report, particularly on margins and spending—areas the preliminary release left untouched.
The company also highlighted a familiar caveat: the figure is preliminary and unaudited, subject to change as closing processes finish. If the customer transition takes longer than planned, it could delay NGS order timing, despite steady underlying demand.
Leproust is set to speak later Monday at the JPMorgan conference. Investors will be looking for updates on the NGS customer shift and whether demand is expanding.
Twist will release its full first-quarter results before the market opens on Feb. 2, followed by a conference call at 8 a.m. Eastern. This event marks their next major catalyst, with investors expected to focus on segment mix, profitability trends, and how the company is managing its cash.
