Twist Bioscience CorpNew business from tech firms building genomic databases for AI models drives revenue growth.

Osterweis Opportunity Fund named Twist Bioscience Corporation a top contributor in its first-quarter 2026 investor letter, citing new business from technology companies building genomic databases for large language AI models. Twist Bioscience, a synthetic DNA manufacturer, closed at $87.56 per share on June 18, 2026, with a one-month return of 44.56% and a 52-week gain of 152.77%, giving it a market capitalization of $5.45 billion. The fund noted Twist is well positioned in the expanding liquid biopsy field and is being used as an outsourced wet lab by tech firms, a growth area that partly drove the strong quarterly performance. Total revenue rose to $110.7 million in the second quarter of fiscal 2026, up over 19% year-over-year. Hedge fund ownership increased to 30 portfolios at quarter-end from 24 in the prior quarter.
Twist Bioscience CorpNew business from tech firms building genomic databases for AI models drives revenue growth.