MACOM Technology vs Twist Bioscience Corp — how do they compare? MACOM Technology trades at $284.01 (market cap $20.99B), while Twist Bioscience Corp trades at $125.52 (market cap $8.42B). The key difference: MACOM Technology is far larger — about 2.5× Twist Bioscience Corp's market cap, and Twist Bioscience Corp is trading nearer its 52-week high, MACOM Technology nearer its low. Which is the better fit depends on your goals.
| MTSI | TWST | |
|---|---|---|
Market Cap | $20.99B | $8.42B |
Sector | Technology | Health |
52-Week High | $409.68 | $153.10 |
52-Week Low | $122.18 | $24.16 |
Enterprise Value | $20.70B | $8.35B |
Signals from Pluang's Aura AI — not financial advice
No Aura AI signal available yet.
Twist Bioscience (TWST) trades at $128.06, up 2.68% today, but remains below the analyst consensus price target of $106.14. The stock shows mixed technical signals with bearish overall momentum but bullish moving averages. Fundamentally, the company continues to report losses with a net income margin of -31.66% despite 23% revenue growth in Q3 2026. Recent news highlights AI-driven optimism and institutional buying interest.
TWST presents a high-risk growth story with strong analyst support (79% buy ratings) but persistent profitability challenges. The stock's valuation appears stretched with P/S of 18.09 and P/B of 18.89. Key catalysts include AI drug discovery partnerships and path to EBITDA breakeven, while risks include cash burn and competitive pressures in biotech.
Trailing returns across standard periods
MACOM develops analog, radio frequency, microwave, and optical semiconductors. Its components are used in telecommunications, data centers, industrial systems, aerospace, and defense applications.
Read more on MTSI →Twist Bioscience Corp is a synthetic biology company. It develops a disruptive DNA synthesis platform to industrialize the engineering of biology. The company's DNA synthesis platform utilizes a proprietary semiconductor-based synthetic DNA manufacturing process that synthesizes DNA on silicon instead of on traditional well plastic plates to enable the production of high-quality synthetic DNA faster and affordable as well as overcomes inefficiencies. Powering cost-effective, rapid high-throughput synthesis, it enables researchers to rapidly realize opportunities ahead. Geographically, it derives a majority of revenue from the United States.
Read more on TWST →