Twist Bioscience reported fiscal Q3 2026 revenue of $118.4 million, up 23% year over year, and said the company is forecasting major growth driven by customer interest in using AI as a first antibody discovery step. CEO Emily Leproust attributed the momentum to demand for DNA synthesis, protein solutions, and NGS applications that support AI-enabled workflows. Twist reported $25 million in AI-driven orders in fiscal 2025 and forecast similar outsized AI-related growth into fiscal 2027, while its overall therapeutics revenue rose 49% in the quarter. The company also highlighted a viral research panel used earlier in the year to identify the Bundibugyo Ebola virus following an outbreak in the Democratic Republic of Congo. The results position Twist as a manufacturing and sequencing infrastructure provider for AI-accelerated discovery, with investors focused on whether demand continues to scale alongside AI antibody design pipelines.
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