Genomics Firm Twist Bioscience's Momentum To Continue Throughout 2024, Analyst Says
Genomics Firm Twist Bioscience's Momentum To Continue Throughout 2024, Analyst Says
Thursday, Twist Bioscience Corporation (NASDAQ:TWST) reported a second-quarter EPS loss of $(0.79), better than a loss of $(1.04) a year ago and the consensus of $(0.81).
周四，Twist Bioscience Corporation（纳斯达克股票代码：TWST）报告称，第二季度每股收益亏损为0.79美元，好于去年同期的亏损1.04美元，共识为0.81美元。
The synthetic biology and genomics company reported sales of $75.3 million, up 25% Y/Y, beating the consensus of $70.66 million. Orders increased to $93.2 million, up 45% Y/Y.
这家合成生物学和基因组学公司公布的销售额为7,530万美元，同比增长25％，超过了市场预期的7,066万美元。订单增至9,320万美元，同比增长45％。
Gross margin for the second quarter of fiscal 2024 increased to 41% compared to 31% a year ago.
2024财年第二季度的毛利率从去年同期的31％增至41％。
Shipped products to 2,253 customers, up from 2,100 a year ago. Shipped approximately 193,000 genes, up from approximately 152,000 a year ago.
向2,253名客户运送了产品，高于去年同期的2,100人。运送了大约19.3万个基因，高于去年同期的约15.2万个。
Guidance: Twist Bioscience expects third-quarter revenue of $77 million (Est $73.8 million) and $77 million-$80 million for the fourth quarter (Est $77.2 million).
指导方针：Twist Bioscience预计第三季度收入为7700万美元（约合7,380万美元），第四季度收入为7700万至8000万美元（约合7,720万美元）。
The company raised fiscal year 2024 sales to $300 million-$304 million, compared to $288 million-$293 million and the consensus of $293.1 million.
该公司将2024财年的销售额提高至3亿至3.04亿美元，而销售额为2.88亿美元至2.93亿美元，共识为2.931亿美元。
William Blair says both SynBio and NGS segment revenue came in above expectations, with SynBio driven by demand for both traditional genes and Express Genes, while NGS demand was driven by customers continuing to move assets into clinical studies as well as new product launches.
威廉·布莱尔说，SynBio和NGS板块的收入均超出预期，其中SynBio是由对传统基因和表达基因的需求推动的，而NGS的需求是由客户继续将资产转移到临床研究和新产品发布中推动的。
The analyst mentions that despite changes in CFO last year affecting past profitability comments, ongoing margin growth and focus on cost control should reassure investors about prioritizing cash preservation.
该分析师提到，尽管去年首席财务官的变动影响了过去的盈利表现，但持续的利润增长和对成本控制的关注应使投资者放心，将现金保值作为优先事项。
The narrative of growth and margin expansion, central to the Factory of the Future project, seems to be materializing. William Blair anticipates Twist's momentum to persist, projecting revenue growth of over 20% and a gross margin expansion of over 700 basis points annually, continuing into 2025.
作为 “未来工厂” 项目核心的增长和利润扩张的叙述似乎正在实现。威廉·布莱尔预计，Twist的势头将持续下去，预计收入将增长20％以上，毛利率每年增长超过700个基点，持续到2025年。
William Blair reiterates the Outperform rating.
威廉·布莱尔重申跑赢大盘的评级。
Other analyst reaction:
分析师的其他反应：
- Baird analyst maintains an Outperform rating and raises the price target from $39 to $40.
- Barclays keeps an Overweight rating, with an increased price target from $40 to $45.
- Evercore ISI Group reiterates the Outperform rating, with a price target of $50, up from $46.
- 贝尔德分析师维持跑赢大盘的评级，并将目标股价从39美元上调至40美元。
- 巴克莱维持增持评级，将目标股价从40美元上调至45美元。
- Evercore ISI集团重申跑赢大盘的评级，目标股价为50美元，高于46美元。
Price Action: TWST shares are up 29.5% at $41.46 at last check Friday.
价格走势：周五最后一次查看时，TWST股价上涨29.5％，至41.46美元。
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