BillionToOne, Inc. (BLLN) Stock Price & Analysis

BillionToOne, Inc. (BLLN) closed at USD 114.84 on Thursday, October 29, 2026, up 0.74% on the day. The US market is currently closed (after-hours); this is not a live price.

The prior close was USD 114; the Oct 29, 2026 session ranged USD 112.67–115.19 on volume of 583,169 shares. Market capitalization is $5.42B, with a 52-week range of USD 61.96–150.44 (NMS). Source: Nexqual, retrieved October 29, 2026 at 21:27 UTC.

Also available as compact Markdown for AI agents: nexqual.com/BLLN.md

Key facts (BLLN)

• Last four reported quarters (through Jun 30, 2026): revenue $397M, net income $37.7M (9.5% margin), free cash flow $33.2M (SEC filings).
• Valuation: P/E 143.7x (avg 233.1x at the last 1 fiscal year-ends), EV/EBITDA 98.8x, net cash $458M.
• 1 of 80 tracked superinvestors hold BLLN (13F, Q2 2026): 1 new, 0 added, 0 reduced, 0 unchanged.
• Insider open-market sales, last ~7 months: 34 Form 4 filings, $51.3M; 0 not under a Rule 10b5-1 plan ($0K); 0 by opportunistic insiders, 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
• Analysts: Buy (mean 1.88 on a 1–5 scale) (8 analysts), mean target USD 129 (range 110–145).
• Total return with dividends: 1Y +5.4% vs S&P 500 +14.4%; 5Y +14.8% vs S&P 500 +79.1%.
• Next earnings: 2026-11-04, EPS estimate USD 0.3, revenue estimate $116M.

Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (BLLN)

Fiscal years end Dec. EPS is split-adjusted.

Valuation (price ÷ last four quarters, through Jun 30, 2026) (BLLN)

P/E 143.7x · P/S 13.6x · EV/EBITDA 98.8x · EV/Sales 12.5x · P/FCF 163.3x · P/B 10.1x · FCF yield 0.61% · Earnings yield 0.70% · Net cash $458M · EV $4.96B

P/E at fiscal year-ends: Dec 2025 233.1x.

Superinvestors (SEC 13F-HR, Q2 2026) (BLLN)

1 of 80 tracked investors hold BLLN. Each row is the investor's latest 13F; change is vs their prior-quarter share count.

Insider sales (SEC Form 4, open-market, last ~7 months) (BLLN)

34 of 34 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.

% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).

Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.

Analysts (BLLN)

Consensus Buy (mean 1.88 on a 1–5 scale), 8 analysts; mean target USD 129 (low 110, high 145).

Rating changes, last 120 days:

Total return (dividends reinvested) (BLLN)

BLLN earnings history and stock reaction

EPS as reported against the analyst consensus before the release; surprise uses the cent-rounded figures shown (in dollars when EPS and consensus have opposite signs). Stock reaction = close before the results to close after (the first close following a release after the bell or before the open).

BLLN recent SEC filings (last 120 days)

Source: SEC EDGAR. Quotes are the opening words of each item as filed; each form links to the filing. Insider Form 4 filings are listed in the insider sections.

BLLN revenue by product line (quarter ended Jun 30, 2026)

As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).

BLLN suppliers, customers and competitors (named in its 10-K)

Quoted from the company's 10-K filed Mar 11, 2026.

BLLN company outlook (results filed Aug 5, 2026)

• “(NASDAQ: BLLN), a next-generation molecular diagnostics company with a mission to create powerful and accurate tests that are accessible to all, today reported its financial results for the second quarter ended June 30, 2026 and reiterated guidance for full year 2026.”

Quoted word-for-word from the SEC 8-K results press release.

BLLN analyst estimates and revisions

Key Statistics (as of October 29, 2026 at 21:27 UTC)

Technical Analysis (BLLN)

Nexqual's technical model rates BLLN "BUY" based on 5 bullish and 1 bearish signals across 127 daily candles, as of October 29, 2026 at 21:27 UTC.

Analyst Ratings (BLLN)

Wall Street analysts rate BLLN "Buy" based on 8 analysts, with a mean price target of USD 129 (range USD 110–145), per Nexqual as of October 29, 2026 at 21:27 UTC.

Earnings (BLLN)

Recent Earnings History

Source: Nexqual, October 29, 2026 at 21:27 UTC.

Financials & Fundamentals (BLLN)

Source: Nexqual, October 29, 2026 at 21:27 UTC.

Financial Health Score (BLLN)

Nexqual rates BillionToOne, Inc.'s overall financial health "Solid" across five dimensions, as of October 29, 2026 at 21:27 UTC.

Ownership (BLLN)

Source: Nexqual, October 29, 2026 at 21:27 UTC.

Leadership (BLLN)

BillionToOne, Inc. is led by Oguzhan Atay, Co-Founder, Chairman & CEO, per Nexqual as of October 29, 2026 at 21:27 UTC.

Major Backers & Investors (BLLN)

Notable institutional backers of BillionToOne, Inc. include Adams Street Partners, LLC, Price (T.Rowe) Associates Inc, Baillie Gifford, according to Nexqual as of October 29, 2026 at 21:27 UTC.

Active Investors

Index Funds (Passive)

Source: Nexqual, October 29, 2026 at 21:27 UTC.

From BillionToOne, Inc.'s Latest SEC 10-K Filing (filed 2026-03-11)

Key Strengths & Strategy (as disclosed to the SEC)

• In the future we may seek FDA approval for certain of our tests, in particular, Northstar Select, which could provide us with competitive advantages such as including enhanced reimbursement through Advanced Laboratory Diagnostic Test (ALDT) pricing; however, it would also subject us to additional regulatory requirements, which can be costly.
• For instance, QCTs detect cross-contamination down to the level of <0.001% and thereby enable the creation of carefully constructed and automated end-to-end laboratory workflows, including special laboratory infrastructure, that prevent such cross-contamination that could otherwise be a bottleneck on sensitivity and specificity of an assay.
• Our platform is a key differentiator versus our peers in the molecular diagnostics space and is protected by a robust and growing collection of patents and proprietary know-how.
• Our comprehensive customer experience and commitment to quality and innovation beyond our tests UNITY Complete is more than just a test, it is a fully integrated, end-to-end experience that delivers a seamless workflow for both patients and providers.

Partnerships

• In collaboration with Allegheny Health Network (AHN), a separate pan-cancer validation cohort of 54 advanced stage cancer patients (lung, melanoma, and six other solid-tumor cancers) treated with immunotherapy regimens, TMS-based molecular responders had significantly better progression free survival (PFS) (HR=0.26) and OS (HR=0.18) than molecular non-responders.
• In December 2023, we announced a global partnership with Johnson & Johnson to provide our UNITY Fetal Antigen clinical trial assay (CTA) in their AZALEA Phase 3 clinical trial of nipocalimab in pregnancies at risk for severe HDFN.

Legal & Regulatory Risks (Item 1A, quoted)

• Our tests are currently marketed as LDTs, and future changes in FDA enforcement of LDTs could subject our operations to much more significant regulatory requirements.
• Changes in the way the FDA regulates the reagents, other consumables, and testing equipment we use when developing, validating, and performing our tests could result in delay or additional expense in bringing our tests to market or performing such tests for our customers.
• We expect that there will continue to be new proposed laws and regulations in the U.S. and internationally concerning data privacy and security, and we cannot yet determine the impact such future laws, regulations and standards may have on our business.
• The molecular diagnostics industry is highly regulated, and there can be no assurance that the regulatory environment in which we operate will not change significantly and adversely to us in the future.

Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.

Peers & Related Stocks

Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 29, 2026 at 21:27 UTC. This page is informational and not investment advice.

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