NASDAQ: BLLN

BillionToOne (BLLN) Stock Analysis & Forecast

Sep 28 close

$121.72−1.36 (−1.1%)

Gekko Brief

AI summary

This week's news around BillionToOne centers on insider selling, with multiple Form 144 filings and executed sales by SVP of Laboratory Operations John Roderick ten Bosch, General Counsel Thomas P. Lynch, and insider David Tsao, several under pre-arranged Rule 10b5-1 trading plans. Separately, a regulatory development is in view: the Centers for Medicare & Medicaid Services plans to align its 2027 clinical laboratory fee schedule rates with private sector payer rates, a change flagged as affecting BillionToOne and CareDx differently.

BLLN closed at $121.72, down 1.1% on the day, with the stock trading above both its 50-day average of $109.17 and 200-day average of $95.01. The one-month return stands at 27.9% and the six-month return at 75%. The GekkoIndex reads 47.6, placing the stock in the Neutral zone, down 8.1 points over the last five sessions. Fair value sits at $176.42, putting the current price 31% below that mark.

Earnings are scheduled for 6 October 2026, seven days away and inside a typical 20-trading-day holding window, following a first-quarter report in which revenue grew 84% year over year and EPS of $0.34 beat the $0.03 estimate, producing a 16.3% reaction. The average absolute reaction across the last four quarters has been 10.4%, with three beats out of four. Analyst coverage from 7 firms shows 6 buy ratings and 1 hold, with a consensus target of $119.75, implying a consensus downside of 1.6%.

Written by AI and checked automatically against the figures on this page. Generated Sep 29, 2026 from the data above.

BillionToOne price vs fair value

$176.42$121.72Nov ’25Apr ’26Sep ’26
Close $121.72200-day averageGekko Fair Value $176.42

BillionToOne quick facts

Market cap
$5.60B
P/E ratio
162.2
Forward P/E
69.9
EPS, TTM
$0.77
Revenue, TTM
$397.4M
Profit margin
8.4%
Dividend yield
—
Beta
—
Volume
343,635 avg 633,795
1-year return
—
Typical daily move
±5.5%
Typical 20-day move
±14.4%
50-day average
$109.17
200-day average
$95.01
Next earnings
Oct 6
Shares outstanding
42.64M
52-week range
$61.96$150.44

BillionToOne swing-trade checklist

BillionToOne scores 2 supportive, 1 mixed and 1 headwind across the 4 checklist items with data.

Six things swing traders check before a 20-day hold, read from the latest data.

2 supportive1 mixed1 headwind

  • Trendsupportive

    Above 50 and 200-day

    Close $121.72 is above the 50-day ($109.17) and 200-day ($95.01) averages, and the 50-day is above the 200-day.

    See the chart
  • GekkoIndexmixed

    47.6, Neutral

    Reading 47.6 is in the Neutral zone.

    See the GekkoIndex
  • Fair valuesupportive

    31.0% below

    Price is 31% below Gekko Fair Value (more than 5% below).

    See fair value
  • Smart moneyno data

    No data

    No insider, Congress or unusual options activity in the window.

    See smart money
  • Earnings riskheadwind

    Reports in 7 days

    Reports on Oct 6, 2026, 7 days away — inside a typical 20-trading-day hold.

    See earnings
  • Seasonalityno data

    No data

    Not enough years of history for a seasonal read.

A description of current data, not a recommendation. How this page works

BillionToOne stock chart and price history

BillionToOne closed at $121.72 on Sep 28, 2026, inside a 52-week range of $61.96 to $150.44.

Close50-day average200-day averageVolume
BillionToOne share price, past year, with 50-day and 200-day moving averages and volume$60$80$100$140DecJan 2026FebMarAprMayJunJulAugSep121.72

Use the left and right arrow keys to read daily values.

Performance Breakdown

1 month
+27.9%
3 months
+1.1%
6 months
+75.0%
The full BLLN chart adds GekkoIndex, insider, options, Congress and hedge fund markers, plus TrendCandles™.Open BLLN in Gekko

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About BillionToOne

BillionToOne builds molecular diagnostic tests around a platform that counts single strands of DNA, aiming to sharpen how accurately diseases can be detected. Rather than relying on broader estimates, the company's approach focuses on isolating and tallying individual molecules, which underlies its work in prenatal and cancer testing.

Among its offerings is UNITY Complete, a screening test that uses a blood draw from an expectant mother to gauge a fetus's chances of aneuploidies, recessive genetic disorders, and fetal antigen issues without any invasive procedure. On the oncology side, Northstar Select analyzes a patient's blood to detect tumor-related mutations, including deletions, insertions, and single-point changes, while Northstar Response follows how a cancer evolves over time by examining methylation patterns. These tools are aimed at supporting both expectant parents and cancer patients through ongoing clinical monitoring.

Founded in 2016, BillionToOne runs its operations out of Menlo Park, California. The company trades on the NASDAQ exchange under the ticker symbol BLLN.

Listed
NASDAQ
Sector
Health services
Industry
Medical/Nursing services
Website
billiontoone.com

BillionToOne GekkoIndex: the smart money zone

BillionToOne’s GekkoIndex — Gekko’s 0 to 100 smart money score — reads 47.6, in the Neutral zone, down 8.1 points over five sessions.

010047.6Neutral

Down 8.1 points over five sessions.

Reading for Sep 28, 2026

What followed past readings in each zone

ZoneReadings5 days10 days20 days50 days
Buying12+9.2%+14.4%+5.2%+1.2%
Accumulation89+2.8%+3.6%+3.9%+4.2%
Neutral (current zone)106−0.8%−1.2%−0.4%+10.1%
Distribution10−6.0%−4.5%−2.9%−13.7%
Selling0Not available

Average BLLN share-price change over the trading days after each daily reading in its GekkoIndex history. Across every stock Gekko tracks, Neutral readings averaged +1.1% over 20 days. Past behaviour doesn’t guarantee future results.

Neutral zone: No clear directional signal. About the five zones →

See every daily GekkoIndex reading plotted over the BLLN price, zone by zone.Track BLLN in Gekko

Is BillionToOne stock overvalued? Gekko Fair Value

BillionToOne trades 31.0% below Gekko Fair Value of $176.42, so the shares are undervalued on Gekko’s estimate.

Gekko’s own estimate of what BillionToOne shares are worth, recalculated every trading day.

$176.42

Gekko Fair Value, Sep 26, 2026

31.0% Undervalued

How Gekko Fair Value works →

Gekko Fair Value on every chart, with the gap to price updating daily.Open BLLN in Gekko

BillionToOne insider and Congress trading

No open-market insider purchases were filed for BillionToOne, and no Congress trades were disclosed, in the last 90 days.

Plus buybacks, unusual options and fund positions, each dated to when it became public.

Insider buying last 90 days

No open-market insider purchases were filed for BLLN in the last 90 days.

From Form 4 filings, dated to when each was filed.

Every BLLN insider filing, plotted on the chart in Gekko.Open BLLN in Gekko

Congress trades last 90 days

No trades in BLLN were disclosed by members of Congress in the last 90 days.

From congressional disclosures, which report amounts as ranges.

Congress disclosures for BLLN, plotted on the chart in Gekko.Open BLLN in Gekko

Buybacks

BillionToOne has been buying back its own shares.

Bought back, year ended Dec 31, 2024
$546K
As a share of market cap
0.01%

From company filings.

BillionToOne earnings: next date and track record

BillionToOne reports on Oct 6, 2026 (7 days away), and beat the EPS estimate in 3 of its last 4 reports.

3 of 4reports beat the EPS estimate
±10.4%average move across the report
1 of 4reports followed by a gain

Share-price move across each report

−0.9%Dec ’25−11.0%Dec ’25−13.2%Mar ’26+16.3%May ’26

Last earnings call, May 6, 2026 AI summary

What they said
BillionToOne reported Q1 2026 revenue growth of 84% YoY with test volume up 44% YoY. ASP increased 28% YoY to $571/test while COGS held at $153/test, driving gross margins to 73% (up 9pp YoY). The company achieved a 16% GAAP operating margin and 24% adjusted EBITDA margin, ending Q1 with $537.5M cash. Contracted lives reached 300 million following an Anthem agreement.
Guidance
Management reaffirmed its long-term goal of S&P 500 inclusion and category-defining growth. Tumor-naive MRD oncology product is on track to launch by year-end 2026. Response coverage MolDX comments have been addressed, with reimbursement progress ongoing.
ReportedEPSSurpriseRevenueSurpriseMove
May 6, 2026$0.34
est $0.03
+981.8%$108.4M
est $97.14M
+11.6%+16.3%
Mar 4, 2026$0.11
est $0.06
+82.7%$96.05M
est $87.19M
+10.2%−13.2%
Dec 10, 2025$0.91
est $0.16
+468.8%$83.52M
est $82.90M
+0.8%−11.0%
Dec 9, 2025$0.10
est $0.14
−28.3%$83.52M
est $82.90M
+0.8%−0.9%

“Move” is the close of the first session after the report compared with the close of the last session before it, so it reads the same whether the company reported before the open or after the close.

BillionToOne stock forecast and analyst price targets

Analysts’ average 12-month price target for BillionToOne is $119.75, −1.6% from the last close, from 7 firms rating the stock in the last 90 days.

$119.75consensus 12-month target, −1.6% from the last close
Low $90High $145
Buy6
Hold1
Sell0

Each firm’s latest rating in the last 90 days: 7 firms.

Latest analyst actions

DateFirmRatingTargetvs price
Sep 2Canaccord GenuityBuy, initiated$120−1.4%
Aug 6William BlairBuy, maintained——
Aug 6Stifel NicolausBuy, maintained$145+19.1%
Aug 6J.P. MorganBuy, reiterated$130+6.8%
Aug 6Wells FargoHold, maintained$90−26.1%
−0.4%average 20-day move after past Neutral readings
±5.5%typical daily move, from the 14-day average range

Gekko doesn’t publish price predictions. These are analyst targets and historical base rates, which don’t guarantee future results.

BillionToOne market cap and key statistics

BillionToOne’s market cap is $5.60B, with a P/E ratio of 162.2 and revenue of $397.4M over the last twelve months.

Valuation

Market cap
$5.60B
P/E ratio
162.2
Forward P/E
69.9
EPS, TTM
$0.77
Gekko Fair Value
$176.42

Trading

Volume
343,635
Avg volume, 20 days
633,795
52-week high
$150.44
52-week low
$61.96
Shares outstanding
42.64M

Financials

Revenue, TTM
$397.4M
Profit margin
8.4%
Return on equity
10.7%
Quarterly earnings growth, YoY
0.0%

Risk and income

Typical daily move
±5.5%
Typical 20-day move
±14.4%

BillionToOne peers

BillionToOne’s 6 largest industry peers by market value, with today’s move, GekkoIndex zone and gap to Gekko Fair Value.

StockTodayGekkoIndex zonevs Fair Value
LHLabcorp+0.9%Accumulation3.9% below
GHGuardant Health+1.4%Neutral0.5% above
SOLVSolventum+0.6%Neutral16.4% below
EHCEncompass Health+0.5%Neutral7.6% above
DVADaVita−0.4%Accumulation15.9% below
BTSGBrightSpring Health Services+0.8%Accumulation7.4% below

A peer links to its own page where one exists.

In the Buying zone today

Reporting earnings this week

Popular on Gekko

BillionToOne stock FAQ

What is BillionToOne’s market cap?

BillionToOne’s market cap is $5.60B at the Sep 28, 2026 close of $121.72, with 42.64M shares outstanding. The shares trade on a P/E ratio of 162.2.

What is the BillionToOne stock forecast?

The consensus analyst 12-month price target for BillionToOne is $119.75, −1.6% from the last close. Of the 7 firms that rated the stock in the last 90 days, 6 rate it a buy, 1 a hold and 0 a sell. Gekko doesn’t publish price predictions of its own.

Is BillionToOne stock overvalued or undervalued?

On Gekko’s estimate BillionToOne is undervalued: the Sep 28, 2026 close of $121.72 is 31.0% below Gekko Fair Value of $176.42. Gekko Fair Value is recalculated every trading day, and a gap inside 5% either way counts as about fair value.

When does BillionToOne report earnings next?

BillionToOne is expected to report on Oct 6, 2026 (7 days away). Analysts expect earnings of $0.16 per share on revenue of $116.1M. BillionToOne beat the earnings estimate in 3 of its last 4 reports, moving 10.4% on average across the report.

What is BillionToOne’s 52-week high and low?

BillionToOne’s 52-week high is $150.44 and its 52-week low is $61.96; it closed at $121.72 on Sep 28, 2026.

Is BillionToOne stock a buy right now?

Gekko describes the data; it does not make buy or sell recommendations. On the swing-trade checklist, 2 of the 4 items with data read as supportive (trend and fair value), 1 as mixed (gekkoindex) and 1 as a headwind (earnings risk). The checklist is a description of current data, not a recommendation.

How this page works

During US trading hours the price at the top of the page is a delayed quote, refreshed every 15 minutes; everything else is rebuilt after each US market close. The GekkoIndex, Gekko Fair Value and the checklist are Gekko’s own, and the Gekko Brief is written by AI from this page’s data and checked against it before it is published. How Gekko’s data works →

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