Twist Bioscience Corp. posted a 52‑week high of $170.69 on Thursday, lifting its market value to about $10.54 billion. The move adds to a 527.55% gain over the prior 12 months and a 400% increase since the start of the year.
The price rise coincided with the company’s announcement of a collaboration with Lilly TuneLab, an AI‑driven drug‑discovery platform owned by Eli Lilly and Company. Under the agreement, Twist will supply antibody‑characterization data services to support Lilly TuneLab’s research.
In a related filing, Twist submitted a prospectus supplement to register the resale of shares issuable to Invenra Inc. under a Stock Purchase Agreement dated Feb. 11, 2026. The filing included a legal opinion from Orrick, Herrington & Sutcliffe LLP.
Analyst commentary was mixed. BWS Financial initiated coverage with a sell rating, citing a premium valuation relative to peers. Guggenheim reiterated a buy rating, pointing to the company’s potential in AI‑enabled drug discovery. InvestingPro’s technical analysis flagged the stock as overbought, with the relative strength index in overbought territory.
Short‑seller Scorpion Capital highlighted a comment from Anthropic, which described Twist as an “independent contract research organization” rather than a technology partner, underscoring differing views on the firm’s strategic positioning.
The stock’s rally and the new partnership come as the biotech sector continues to attract capital for AI‑driven research initiatives.
