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TWST as of Oct 31 · 01:40 ET
TWSTNasdaqBiological Products, (No Diagnostic Substances)

Twist Bioscience Corp · Brief

Next report

13 days

Nov 13 · before openest.Q4 FY26
Earnings

Expected move

Inputs

Implied vs realized

8 reportsHistory
0 of 8≥ implied
avg implied
±15.5%
avg realized
±8.6%
Feb 3 '25±15.3%▲+0.73%×0.05
May 5 '25±16.0%▼−8.44%×0.53
Aug 4 '25±15.5%▼−10.30%×0.67
Nov 14 '25±18.9%▼−10.13%×0.54
Q1 FY26±8.9%▲+7.70%×0.86
Feb 2 '26±17.5%▲+13.98%×0.80
Q2 FY26±14.8%▼−6.97%×0.47
Q3 FY26±17.4%▲+10.39%×0.60
quarterimplied−20%0+20%realized×
Q3 FY26±17.4%▲+10.39%×0.60
Q2 FY26±14.8%▼−6.97%×0.47
Feb '26±17.5%▲+13.98%×0.80
Q1 FY26±8.9%▲+7.70%×0.86
Nov '25±18.9%▼−10.13%×0.54
Aug '25±15.5%▼−10.30%×0.67
2 older reports
May '25±16.0%▼−8.44%×0.53
Feb '25±15.3%▲+0.73%×0.05
Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Bull & bear

Nov 13 report · est.

Bull2 of 4

5customers disclosing TWST as a supplierSEC filings
15disclosed supplier and customer ties reported in SEC filingsSEC filings

Bear2 of 4

10 of 22largest reporting managers cutting their stake in the latest quarter13F · Jun 30 '26
−7.18%shares change among the largest reporting managers over the latest quarter13F · Jun 30 '26
AI captions · Sep 28 '26once per report · top 2 per case

Linked exposure

TWST report session

Customers 3

DNAGinkgo Bioworks Holdings×0.77GRALGrail×0.68WGSGeneDx Holdings×0.36
× = co-movement · max 501dSource: SEC filings · market data

Latest changes

30 daysAll changes
Oct 30unusualUnusual volume: ×2.16 RVOL at 10:31 ET.Source

Your note

privateThesis 0 · Decisions 0 · Observations 0

No thesis.