Twist Bioscience (TWST) Surged on Strong Results and AI Drug Discovery Demand

2 months ago 20

Ricardo Pillai

Fri, July 24, 2026 astatine 11:16 AM CDT 3 min read

Artisan Partners, an concern absorption company, released its second-quarter 2026 capitalist missive for its "Artisan Small Cap Fund". A transcript of the missive tin be downloaded here. The money reported beardown implicit returns and modestly outperformed the Russell 2000® Growth Index, which gained 25.7%. Global equities rebounded arsenic resilient US growth, moderating inflation, beardown net and continued AI concern outweighed delayed complaint cuts, rising enslaved yields and geopolitical uncertainty. Investor Class: ARTSX, Advisor Class: APDSX, and Institutional Class: APHSX returned 26.02%, 26.05%, and 26.11%, respectively, successful the 2nd quarter, compared to a 25.71% instrumentality for the index. Market enactment favored loss-making, highly leveraged companies, creating a hard situation for quality-focused progressive managers. Health attraction was the strongest comparative contributor, portion energy, materials, financials and existent property besides helped. Technology, industrials and user discretionary detracted, partially due to the fact that the money did not ain oversized scale contributors. Software holdings besides weakened contempt beardown fundamentals. The money remains affirmative connected small-cap opportunities, AI infrastructure and wellness care, but has reduced bundle vulnerability and is staying selective arsenic valuations emergence and competitory risks increase. In addition, delight cheque the Fund's apical 5 holdings to cognize its champion picks successful 2026.

In its second-quarter 2026 capitalist letter, Artisan Small Cap Fund highlighted Twist Bioscience Corporation (NASDAQ:TWST). Twist Bioscience Corporation (NASDAQ:TWST) is simply a beingness sciences institution that manufactures and sells synthetic DNA-based products. On July 23, 2026, Twist Bioscience Corporation (NASDAQ:TWST) closed astatine $92.44 per share. One-month instrumentality of Twist Bioscience Corporation (NASDAQ:TWST) was -8.38% and its shares gained 154.15% implicit the past 52 weeks. Twist Bioscience Corporation (NASDAQ:TWST) has a marketplace capitalization of $5.76 cardinal with a 52-week trading scope betwixt $23.30 - $105.47.

Artisan Small Cap Fund stated the pursuing regarding Twist Bioscience Corporation (NASDAQ:TWST) successful its Q2 2026 capitalist letter:

"Twist Bioscience Corporation (NASDAQ:TWST) is a beingness sciences institution that leverages a proprietary silicon-based DNA penning platform, with synthetic biology applications crossed cause discovery, diagnostics, agriculture and concern materials. Shares roseate 116% aft the institution reported results good up of expectations, supported by spot successful DNA synthesis and macromolecule solutions, improving request for next-generation sequencing and guidance calling for continued momentum. Management besides reaffirmed its anticipation of reaching adjusted EBITDA breakeven successful fiscal Q4 2026. Investor enthusiasm accrued pursuing the company's expert day, wherever absorption highlighted Twist's existent positioning arsenic a beneficiary of AI-enabled cause find and increasing request for DNA synthesis and information generation. We trimmed the presumption pursuing the stock's beardown appreciation, accordant with our position-sizing discipline."

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