Twist Bioscience Corporation (TWST) Leads Polen’s Small-Mid Growth Portfolio on Record Revenue and AI-Driven Demand

What happened: Polen Capital's Q3 2026 Small-Mid Growth letter named Twist Bioscience (NASDAQ:TWST) a leading relative contributor, citing record revenue and rising adoption of its platform for AI-enabled drug discovery. Key numbers: Portfolio returned -12.52% net versus the Russell 2500 Growth Index at -10.35%; year to date the Why it matters: Management raised full-year guidance, which the letter says reinforced investor confidence in the durability of growth as the company approaches profitability. Polen attributed the market pullback to a valuation reset rather than weaker AI demand. Market: -2.0% today ($124.70), -31.2% YTD, 0.1x vol — as of 14:33 UTC

Polen Capital's Q3 2026 Small-Mid Growth letter named Twist Bioscience (NASDAQ:TWST) a leading relative contributor, citing record revenue and rising adoption of its platform for AI-enabled drug discovery.

Management raised full-year guidance, which the letter says reinforced investor confidence in the durability of growth as the company approaches profitability. Polen attributed the market pullback to a valuation reset rather than weaker AI demand. Market: -2.0% today ($124.70), -31.2% YTD, 0.1x vol — as of 14:33 UTC