2Semanaยท

๐Ÿš€ Bought $TWST after a -15%! / Bought $TWST after a -15%!

๐Ÿ‡ฎ๐Ÿ‡น After Q3-2025 results, Twist Bioscience $TWST (-0,29ย %) lost 15% -- but fundamentals are solid:

๐Ÿ“ˆ Revenues up for 10 consecutive quarters

๐Ÿ’ฐ Gross margins >50%.

๐Ÿ“… Profit expected as early as next year

They left the DNA storage business to focus on the more profitable core.

๐Ÿ’ก To me, this is a vote of confidence in the future of the company.


๐Ÿ‡ฌ๐Ÿ‡ง After Q3-2025 earnings, Twist Bioscience $TWST (-0,29ย %) dropped 15%...but the fundamentals are strong:

๐Ÿ“ˆ Revenue up for 10 consecutive quarters.

๐Ÿ’ฐ Gross margin above 50%

๐Ÿ“… Profitability expected next year.

They exited the DNA storage business to focus on their most profitable core.

๐Ÿ’ก For me, it's a vote of confidence in the company's future.

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