Is Twist Bioscience Corporation (TWST) a Compelling Risk-Regarded Opportunity?

1 week ago 9

Soumya Eswaran

Mon, November 17, 2025 astatine 9:13 AM CST 3 min read

Artisan Partners, an concern absorption company, released its “Artisan Small Cap Fund” third-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. Global equities proceed to rally successful the 3rd quarter, the play with double-digit YTD gains. Major US indices similar Russell 1000®, Russell Midcap®, and Russell 2000® reached grounds highs successful the period. In the quarter, the fund’s Investor Class money ARTSX returned 8.69%, Advisor Class money APDSX posted a instrumentality of 8.75%, and Institutional Class money APHSX returned 8.73%, compared to a instrumentality of 12.19% for the Russell 2000 Growth Index. In addition, you tin cheque the fund’s apical 5 holdings to find retired its champion picks for 2025.

In its third-quarter 2025 capitalist letter, Artisan Small Cap Fund highlighted stocks specified arsenic Twist Bioscience Corporation (NASDAQ:TWST). Twist Bioscience Corporation (NASDAQ:TWST) manufactures and distributes synthetic DNA-based products. The one-month instrumentality of Twist Bioscience Corporation (NASDAQ:TWST) was -20.34%, and its shares mislaid 37.05% of their worth implicit the past 52 weeks. On November 14, 2025, Twist Bioscience Corporation (NASDAQ:TWST) banal closed astatine $26.87 per share, with a marketplace capitalization of $1.58 billion.

Artisan Small Cap Fund stated the pursuing regarding Twist Bioscience Corporation (NASDAQ:TWST) successful its 3rd 4th 2025 capitalist letter:

"Outside of our bundle holdings, different Q3 detractors included Twist Bioscience Corporation (NASDAQ:TWST), MACOM Technology Solutions and Wingstop. Twist Bioscience is simply a beingness sciences institution leveraging a proprietary silicon based penning level with synthetic biology applications successful cause discovery, diagnostics, agriculture and concern materials. The institution precocious reported 18% gross maturation and improved gross margins, driven by beardown request successful next-generation sequencing, which helped offset weaker synthetic biology merchandise sales. We presumption Twist’s risk-reward illustration arsenic compelling and spot the caller Veracyte concern arsenic further validation of its platform, with imaginable to thrust semipermanent upside. We utilized the caller pullback arsenic an accidental to adhd to our position."

Is Twist Bioscience Corporation (TWST) The Best Immunology Stock To Buy Now?

Twist Bioscience Corporation (NASDAQ:TWST) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 23 hedge money portfolios held Twist Bioscience Corporation (NASDAQ:TWST) astatine the extremity of the 2nd quarter, compared to 30 successful the erstwhile quarter. In the 4th fourth of fiscal 2025, Twist Bioscience Corporation (NASDAQ:TWST) reported gross of $99 million, reflecting a maturation of 17% year-over-year. While we admit the imaginable of Twist Bioscience Corporation (NASDAQ:TWST) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.