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BillionToOne, Inc. Class A Common Stock

BillionToOne, Inc. is a precision diagnostics company that quantifies biology to create molecular diagnostics. Its molecular counting platform is designed to detect and measure DNA molecules at the single-count level to aid disease detection. The company offers UNITY Complete, a non-invasive prenatal screen assessing fetal risk for aneuploidies, recessive conditions, and fetal antigens from a maternal blood draw; Northstar Select, a liquid biopsy test listing tumor mutations including deletions, insertions, and point mutations; and Northstar Response, a methylation-based assay that quantifies cancer at the single-molecule level without a tissue biopsy, enabling real-time monitoring of therapy response. Incorporated in 2016, BillionToOne is headquartered in Menlo Park, California.

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United States
Biotech & Genomic Medicine▼

BillionToOne Fair Value Rises to US$128.57 as Analysts Weigh Reimbursement Risk

BillionToOne's Fair Value estimate has been raised to US$128.57 from US$122.14 in the Simply Wall St framework, as analysts weigh the company's sequencing technology against new reimbursement concerns. Guggenheim lifted its price target on the diagnostics company to US$128 from US$125 ahead of Q3 reporting, while Canaccord initiated coverage with a US$120 target, citing BillionToOne's single molecule next generation sequencing and quantitative counting template technologies as difficult for peers to copy. On the bearish side, Jefferies flagged that the preliminary 2027 CMS clinical laboratory fee schedule points to cuts of up to 15% annually through 2029 for various tests, and noted BillionToOne could see reimbursement pressure on its fetal antigen test, with noninvasive prenatal testing described in the CMS proposal as a more vulnerable application. The framework's revenue growth assumption was trimmed to 26.52% from 28.21%, while profit margin edged up to 15.84% from 15.58%, the future P/E fell to 64.33x from 72.21x, and the discount rate rose to 7.236% from 7.108%.
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Biotech & Genomic Medicine
About megatrends
Biotech & Genomic Medicine › Diagnostics & Precision Testing Regulation
Biotech & Genomic Medicine › Tools, Diagnostics & CDMO Regulation
Biotech & Genomic Medicine › Life-Science Tools & Sequencing Regulation
BLLN · Capital · Neutral Fair value raised to US$128.57 and Guggenheim/Canaccord price targets lifted on its sequencing technology, but Jefferies flags up to 15% annual CMS reimbursement cuts pressuring its fetal antigen test.
BLLN · Regulation · Negative Preliminary 2027 CMS clinical laboratory fee schedule points to cuts of up to 15% annually through 2029, creating reimbursement pressure on BillionToOne's tests.
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United States
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BillionToOne CEO Oguzhan Atay Sells Entire Directly-Held Stake for $3 Million

BillionToOne Chairman and Chief Executive Officer Oguzhan Atay sold his entire directly-held stake in the company, offloading 30,331 Class A Common Stock shares on September 14, 2026 for a total value of roughly $3 million, according to a recent SEC Form 4 filing. The disposition was primarily driven by the cash-less exercise of 24,999 options at a strike price of $2.80, with the resulting shares sold immediately, while the remaining 5,332 shares came from an account held by the reporting person's spouse. The sales were executed at a weighted average price of $99.91, and the transactions followed Rule 10b5-1 trading plans adopted by Atay on June 5, 2026 and by his spouse on June 7, 2026, removing discretionary timing from the execution. Following the sales, Atay holds approximately 157,000 shares indirectly through his spouse and retains 501,962 fully vested stock options, while the company reported second-quarter 2026 revenue of $109.4 million, up 64% year over year, and forecast full-year 2026 revenue of $450 million to $465 million, an increase of 48% to 52% compared to 2025.
BLLN
BLLN · Capital · Neutral CEO sold his entire directly-held stake (~$3M) via a cashless option exercise under a pre-arranged 10b5-1 plan, a routine insider disposition rather than a fundamental signal.
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Biotech & Genomic Medicine▲

Baron Health Care Fund Sees BillionToOne Oncology Tests as Future Growth Drivers

Baron Health Care Fund highlighted BillionToOne as a precision diagnostics company with strong growth potential beyond its core prenatal testing business. The fund noted that while the vast majority of revenue currently comes from the UNITY prenatal test, early progress in oncology with SELECT and RESPONSE tests could become important future growth drivers. BillionToOne reported first-quarter revenue up 84% year over year with 22% operating margins and announced expanded commercial insurance coverage for UNITY and the new UNITY Confirm product. The fund believes the company's quantitative counting template technology enables more sensitive genetic testing. BillionToOne shares gained 67.79% over the past 52 weeks, closing at $137.32 on August 3, 2026, with a market capitalization of $6.32 billion.
BLLN ▲
Biotech & Genomic Medicine ▲
About megatrends
Biotech & Genomic Medicine › Diagnostics & Precision Testing ▲Demand
BLLN · Demand · Positive BillionToOne's oncology tests are highlighted as future growth drivers, with Q1 revenue up 84% and expanded insurance coverage.
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BillionToOne Insider Sold 801 Shares as Revenue Jumped 84%

A BillionToOne executive sold 801 shares of Class A Common Stock at $124.91 per share for a total transaction value of $100,053 on July 1, 2026. The sale was executed under a Rule 10b5-1 trading plan adopted on March 6, 2026, and reduced the insider's direct Class A common equity holdings by 4%. Following the transaction, the insider retains direct ownership of 21,099 shares. BillionToOne reported first-quarter revenue jumped 84% to $108.4 million, with net income of $18 million, and raised full-year guidance to between $450 million and $465 million.
BLLN ▲
BLLN · Capital · Positive Revenue jumped 84% to $108.4M, net income of $18M, and raised full-year guidance to $450M-$465M.
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BillionToOne Outperforms Medical Sector with 49.5% Year-to-Date Return

BillionToOne has returned about 49.5% since the start of the calendar year, significantly outperforming the Medical sector's average return of 1.1%. The company holds a Zacks Rank of 2, or Buy, and its full-year earnings estimate has been revised 122% higher over the past three months. Within the Medical Products industry, which has lost an average of 22% year-to-date, BillionToOne's performance stands out. Another Medical sector stock, Concentra Group, has returned 56.4% year-to-date and also carries a Zacks Rank of 2, with its earnings estimate up 3.9% over three months.
BLLN ▲CON ▲
BLLN · Capital · Positive BillionToOne's 49.5% YTD return, Zacks Rank 2 (Buy), and 122% upward earnings revision indicate strong financial performance and positive analyst sentiment.
CON · Capital · Positive Concentra Group's 56.4% YTD return, Zacks Rank 2, and 3.9% earnings estimate increase show positive financial momentum.
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