IQ EQ FUND MANAGEMENT IRELAND Ltd Has $7.48 Million Holdings in Twist Bioscience Corporation $TWST

IQ EQ FUND MANAGEMENT IRELAND Ltd boosted its holdings in Twist Bioscience Corporation (NASDAQ:TWST) by 90.4% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 265,851 shares of the company’s stock after purchasing an additional 126,260 shares during the quarter. IQ EQ FUND MANAGEMENT IRELAND Ltd’s holdings in Twist Bioscience were worth $7,481,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently bought and sold shares of the business. Mirae Asset Global Investments Co. Ltd. increased its holdings in shares of Twist Bioscience by 15.0% during the second quarter. Mirae Asset Global Investments Co. Ltd. now owns 2,315 shares of the company’s stock worth $85,000 after purchasing an additional 302 shares during the period. Geneos Wealth Management Inc. bought a new stake in shares of Twist Bioscience in the second quarter valued at approximately $97,000. CWM LLC grew its position in Twist Bioscience by 61.4% during the third quarter. CWM LLC now owns 4,331 shares of the company’s stock worth $122,000 after buying an additional 1,648 shares in the last quarter. Vanguard Personalized Indexing Management LLC grew its position in Twist Bioscience by 8.4% during the second quarter. Vanguard Personalized Indexing Management LLC now owns 6,031 shares of the company’s stock worth $222,000 after buying an additional 469 shares in the last quarter. Finally, AXQ Capital LP bought a new position in Twist Bioscience during the 2nd quarter worth $226,000.

Key Stories Impacting Twist Bioscience

Here are the key news stories impacting Twist Bioscience this week:

• Positive Sentiment: Company guidance was lifted, highlighting stronger demand (the coverage cites AI-related demand drivers and also flags execution risks). This likely drove optimism about near-term revenue trajectory. Twist Bioscience Guidance Lift Puts AI Demand And Risks In Focus
• Positive Sentiment: An analyst increased TWST’s price target by ~20% to $48.35, signaling improved sell-side sentiment and providing a valuation upside reference for investors. Twist Bioscience (TWST) price target increased by 20.00% to 48.35
• Neutral Sentiment: Despite recent sales, executives retain large stakes (CEO Emily Leproust still owns ~869k shares, CAO and other insiders hold sizable positions). That ongoing ownership can temper concerns about single transaction signals.
• Negative Sentiment: Multiple insiders sold shares this week: CEO Emily Leproust sold 5,001 shares at about $46.58, CAO Robert F. Werner sold 7,175 shares across filings (including a 7,000-share block), SVP Paula Green sold 1,194 shares, and another insider sold ~1,099 shares. These disclosures (SEC filings) can be interpreted as near-term selling pressure or diversification and likely weighed on the stock. CEO SEC Filing

Insider Activity

In related news, CFO Adam Laponis sold 3,000 shares of the firm’s stock in a transaction on Tuesday, January 13th. The stock was sold at an average price of $40.00, for a total transaction of $120,000.00. Following the sale, the chief financial officer owned 137,031 shares of the company’s stock, valued at $5,481,240. This trade represents a 2.14% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, CEO Emily M. Leproust sold 5,001 shares of the business’s stock in a transaction on Tuesday, February 3rd. The stock was sold at an average price of $46.58, for a total value of $232,946.58. Following the sale, the chief executive officer owned 869,312 shares in the company, valued at $40,492,552.96. This represents a 0.57% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 22,409 shares of company stock valued at $960,099. 3.08% of the stock is currently owned by insiders.

Analyst Ratings Changes

A number of research firms have recently weighed in on TWST. Barclays upped their target price on Twist Bioscience from $39.00 to $50.00 and gave the company an “overweight” rating in a research report on Tuesday. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Twist Bioscience in a research report on Monday, December 29th. Evercore ISI increased their price objective on shares of Twist Bioscience from $42.00 to $52.00 and gave the stock an “outperform” rating in a research note on Tuesday. TD Cowen reissued a “buy” rating on shares of Twist Bioscience in a report on Thursday, January 8th. Finally, Robert W. Baird set a $50.00 price target on shares of Twist Bioscience in a report on Tuesday. Seven equities research analysts have rated the stock with a Buy rating and two have given a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $45.88.

Twist Bioscience Stock Down 2.1%

Shares of NASDAQ TWST opened at $47.10 on Friday. The company has a market cap of $2.89 billion, a price-to-earnings ratio of -36.80 and a beta of 2.24. The company has a current ratio of 3.78, a quick ratio of 3.33 and a debt-to-equity ratio of 0.03. Twist Bioscience Corporation has a 12 month low of $23.30 and a 12 month high of $54.74. The stock has a 50-day moving average price of $36.54 and a two-hundred day moving average price of $31.94.

Twist Bioscience (NASDAQ:TWST) last announced its quarterly earnings results on Monday, February 2nd. The company reported ($0.50) earnings per share (EPS) for the quarter, missing the consensus estimate of ($0.48) by ($0.02). The company had revenue of $103.70 million for the quarter, compared to the consensus estimate of $100.32 million. Twist Bioscience had a negative net margin of 19.56% and a negative return on equity of 27.16%. The firm’s revenue was up 16.9% on a year-over-year basis. As a group, analysts forecast that Twist Bioscience Corporation will post -2.12 earnings per share for the current fiscal year.

About Twist Bioscience

Twist Bioscience Corporation is a synthetic biology company specializing in the development and commercialization of DNA-based products and solutions. Founded in 2013 and headquartered in South San Francisco, California, the company has pioneered a proprietary silicon-based DNA synthesis platform designed for high-throughput production of synthetic genes and oligonucleotides. Twist leverages semiconductor manufacturing techniques to enable precise, scalable synthesis of DNA at speeds and volumes unattainable with traditional methods.

At the core of Twist’s offering is its proprietary platform that automates the synthesis of custom DNA fragments, gene libraries, and long oligonucleotides.