Twist Bioscience Corp (NASDAQ:TWST) Stock Falls After Q4 Earnings Miss

Twist Bioscience Corporation (NASDAQ:TWST) has released its financial results for the fourth quarter and full fiscal year 2025, concluding on September 30, 2025. The market's immediate reaction appears negative, with the stock trading significantly lower in the pre-market session following the earnings disclosure. The company's performance against analyst expectations for the quarter is a focal point for investors assessing the report.

Earnings and Revenue Versus Estimates

For the fiscal fourth quarter of 2025, Twist Bioscience reported financial figures that came in very close to, but slightly below, Wall Street's expectations on key metrics.

• Revenue: The company reported Q4 revenue of $99.01 million, narrowly missing the analyst consensus estimate of $99.26 million.
• Earnings Per Share (EPS): The reported non-GAAP EPS was a loss of $0.45 per share, which was slightly wider than the estimated loss of $0.44 per share.

While the misses are marginal, they arrive at a time when investors are highly sensitive to earnings precision, particularly for growth-oriented companies in the biotechnology sector. The combination of both a top-line and bottom-line miss, however slight, appears to be the primary driver behind the negative sentiment in pre-market trading.

Market Reaction and Recent Performance

The financial update has triggered a sharp negative response from the market. Prior to the market opening, TWST shares are down over 10%. This pre-market drop suggests that investors were likely hoping for the company to meet or exceed estimates, and the slight shortfall is being met with a sell-off. This recent decline adds to a period of lackluster performance for the stock, which has seen negative returns over the past two weeks and one-month periods.

Fiscal 2025 Summary and Business Highlights

The press release announced the completion of the fiscal year 2025 and included business highlights, though specific annual financial figures were not detailed in the provided material. The company emphasized its role in serving customers across various fields, including medicine and agriculture, through its proprietary silicon-based DNA synthesis platform. The announcement primarily served to notify investors of the release of the full earnings report and an accompanying investor presentation on its website, as well as to schedule a conference call to discuss the results in greater detail. The release did not contain a forward-looking financial outlook for the coming quarters or fiscal year.

Looking Ahead: Analyst Expectations for 2026

In the absence of company-provided guidance, investor attention will likely turn to existing Wall Street forecasts for the upcoming fiscal year 2026. Analysts have already established estimates that paint a picture of expected growth and continued investment.

• Full-Year 2026 Sales Estimate: Analysts are projecting sales to reach approximately $443.95 million for fiscal 2026.
• Full-Year 2026 EPS Estimate: The consensus EPS estimate for the full year remains negative at -$1.55, indicating an expectation that the company will continue to operate at a loss as it invests in growth.
• Q1 2026 Estimates: For the immediate next quarter, sales are estimated at $102.34 million with an expected EPS of -$0.42.

These estimates will serve as a benchmark against which the company's future performance will be measured, especially once management provides its own formal guidance.

For a more detailed breakdown of historical earnings and future analyst estimates for Twist Bioscience, you can review the data here.

Disclaimer: This article is for informational purposes only and is not intended as investment advice. The information presented should not be construed as a recommendation to buy, sell, or hold any security. Investors should conduct their own research and consult with a qualified financial advisor before making any investment decisions.