TD Cowen Reaffirms Buy on Twist Bioscience (TWST) Amid Scaling and Margin Gains

Twist Bioscience Corp. (NASDAQ:TWST) is one of the best emerging technology stocks to buy right now. The company manufactures synthetic DNA using a silicon-based synthesis platform, enabling scalable production at a level of accuracy and affordability that traditional methods struggle to match.

The platform has applications across drug discovery, diagnostics, agriculture, and even data storage. While synthetic biology is still in its early stages, Twist is emerging as a front-runner in shaping its commercial potential.

TD Cowen Reaffirms Buy on Twist Bioscience (TWST) Amid Scaling and Margin Gains

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On September 12, TD Cowen analyst Brendan Smith reaffirmed a Buy rating on Twist Bioscience Corp. (NASDAQ:TWST) with a $36 price target. His note followed the company’s September 9 presentation at the Baird Global Healthcare Conference 2025, where management outlined progress in profitability, operating efficiency, and strategic priorities.

The company reported that its gross margins now exceed 50%, which reflects both scale and disciplined execution. Management reiterated its goal of reaching adjusted EBITDA breakeven by fiscal 2026, adding that every incremental dollar of revenue contributes roughly $0.75 to $0.80 to gross margin.

For the coming years, management highlighted several levers for growth, including expansion of the MRD opportunity, customer migration from microarrays to Twist Bioscience Corp.’s (NASDAQ:TWST) sequencing solutions, and further integration between Synbio and Biopharma. At the same time, they noted that challenges persist, including a difficult funding environment and the need to balance cost discipline with continued innovation.

Twist Bioscience Corp. (NASDAQ:TWST) is a synthetic biology company that manufactures DNA using a proprietary silicon-based platform. Its method allows DNA to be produced directly on a chip, making the process faster, more efficient, and cost-effective compared to traditional techniques.

While we acknowledge the potential of TWST to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than TWST and that has 100x upside potential, check out our report about this cheapest AI stock.

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Disclosure: None. This article is originally published at Insider Monkey.