Twist Bioscience reported fiscal Q3 2026 revenue growth of 23% year over year to $118.4 million, driven by double-digit increases across DNA synthesis and protein solutions and its NGS applications business. On the quarter, DNA and protein solutions revenue rose 39% to $56.6 million, while NGS applications grew 12% to $61.8 million. Twist also reported shipping about 369,000 genes in Q3 and cited strength in therapeutics and diagnostics. Management pointed to accelerating customer adoption of AI-driven sequence design for early antibody discovery, noting that AI-enabled drug discovery orders generated about $25 million in fiscal 2025 and are projected to keep expanding. The update underscores how synthetic biology supply chains are increasingly tied to computational workflows and illustrates where demand is concentrating as customers scale discovery operations.