๐ฎ๐น After Q3-2025 results, Twist Bioscience $TWST (-2.57%) lost 15% -- but fundamentals are solid:
๐ Revenues up for 10 consecutive quarters
๐ฐ Gross margins >50%.
๐ Profit expected as early as next year
They left the DNA storage business to focus on the more profitable core.
๐ก To me, this is a vote of confidence in the future of the company.
๐ฌ๐ง After Q3-2025 earnings, Twist Bioscience $TWST (-2.57%) dropped 15%...but the fundamentals are strong:
๐ Revenue up for 10 consecutive quarters.
๐ฐ Gross margin above 50%
๐ Profitability expected next year.
They exited the DNA storage business to focus on their most profitable core.
๐ก For me, it's a vote of confidence in the company's future.