BLLN

BillionToOne, Inc.

Nasdaq · Services-Medical Laboratories · Inc. DE · CIK 0002070849
$94.43 -2.84% $4.3B
High Impact Filing (8/10)7 New Institutional Positions
Vol
Market Cap$4.3B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (79%)
Inst. Holders7 funds
Inst. Value$32.3M
Inst. Activity7 buys / 0 sells
Reddit Sentiment58° Warm
SEC Reports3
Press Releases1
Exchange Nasdaq·Sector Services-Medical Laboratories·Inc. DE·CIK 0002070849·Prev Close $97.19

Recent Activity

Jun 8, 2026 SEC
Shan Sakakibara, an officer of BillionToOne, filed a Form 144 notice of intent to sell 8,000 Class A shares valued at ap
144 — Impact 2/10
May 15, 2026 short_volume
Short Volume: BLLN — 75.9% short (0.4M / 0.5M)
Short: 407,276 | Exempt: 16,877 | TRF Vol: 536,832 | Short Ratio: 75.9% | Off-exchange volume (dark
May 11, 2026 Insider
KOLLURI KRISHNA KITTU sold 129,780 shares
Director @ $0.00 ($0.00)
May 11, 2026 Insider
NeoTribe Ventures I, L.P. sold 129,780 shares
10%+ Owner @ $0.00 ($0.00)
Apr 15, 2026 SEC
BillionToOne issued a press release announcing the date and time for its upcoming Q1 2026 earnings release and conferenc
PRESS-RELEASE — Impact 3/10
Mar 4, 2026 SEC
BillionToOne reported strong fourth quarter and full year 2025 results with revenue up 113% YoY in Q4 and 100% for the f
8-K — Impact 8/10
Inst.
VANGUARD GROUP INC — NEW
352,368 shares ($28.8M)
Inst.
CHARLES SCHWAB INVESTMENT MANAGEMENT — NEW
26,604 shares ($2.2M)

Price Targets

$117.71 +15.0% upside Buy
Current $102.39 Low $90.00 Median $120.00 High $145.00 7 analysts
$90.00 $145.00

Analyst Ratings

Buy79% buy · 14 analysts
6Strong Buy
5Buy
3Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 13, 2026 Guggenheim MAINTAIN Buy → Buy
May 7, 2026 JP Morgan MAINTAIN Overweight → Overweight
May 7, 2026 BTIG MAINTAIN Buy → Buy
Mar 30, 2026 Guggenheim MAINTAIN Buy → Buy
Mar 5, 2026 Wells Fargo MAINTAIN Equal-Weight → Equal-Weight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.16 ▲ +45.5% $0.09 — $0.23 2
Next Q $0.24 ▲ +28.9% $0.23 — $0.26 -73% YoY 2
Current FY $0.87 ▲ +72.3% $0.45 — $1.29 67% YoY 2
Next FY $1.03 ▲ +15.1% $0.70 — $1.36 18% YoY 2

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$28.8MNEW
CHARLES SCHWAB INVESTMENT MANAGEMENT$2.2MNEW
NORGES BANK$818.4KNEW
MORGAN STANLEY$294.5KNEW
WELLS FARGO & COMPANY/MN$76.4KNEW

Recent Insider Trades

DateInsiderTypeValue
May 11, 2026KOLLURI KRISHNAJ$0.00
May 11, 2026NeoTribe VenturesJ$0.00

Reddit Sentiment

58°
Warm
Bearish Neutral Bullish
8 mentions 2 bullish 0 bearish
7 institutional holders with $32.3M total value (394,350 shares) as of 2025-Q4. Top holders: VANGUARD, CHARLES, NORGES. Net buying activity: 7 institutions added/increased vs 0 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC352,368$28.8M89.4%NEW
2CHARLES SCHWAB INVESTMENT MANAGEMENT INC26,604$2.2M6.7%NEW
3NORGES BANK10,000$818.4K2.5%NEW
4MORGAN STANLEY3,599$294.5K0.9%NEW
5WELLS FARGO & COMPANY/MN933$76.4K0.2%NEW
6FMR LLC700$57.3K0.2%NEW
7BANK OF AMERICA CORP /DE/146$11.9K0.0%NEW

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
VANGUARD GROUP INCNEW352,368$28.8M2025-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW26,604$2.2M2025-Q4
NORGES BANKNEW10,000$818.4K2025-Q4
MORGAN STANLEYNEW3,599$294.5K2025-Q4
WELLS FARGO & COMPANY/MNNEW933$76.4K2025-Q4
FMR LLCNEW700$57.3K2025-Q4
BANK OF AMERICA CORP /DE/NEW146$11.9K2025-Q4
2 unique insiders with 0 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 11, 2026KOLLURI KRISHNA KITTUDirectorJ129,780$0.00$0.00
May 11, 2026NeoTribe Ventures I, L.P.10%+ OwnerJ129,780$0.00$0.00
Current analyst consensus: Buy (79% buy). Based on 14 analysts: 6 strong buy, 5 buy, 3 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$117.71 mean target +15.0% upside Buy (1.75)
$90.00 Low $145.00 High
MetricValue
Current Price$102.39
Target Low$90.00
Target Mean$117.71
Target Median$120.00
Target High$145.00
# Analysts7
RecommendationBuy (1.75)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.16 $0.09 $0.23 +45.5% 1↑ 0↓ $0.1B 2
Next Q
2026-09-30
$0.24 $0.23 $0.26 -73.1% +28.9% 0↑ 1↓ $0.1B 40.6% 2
Current FY
2026-12-31
$0.87 $0.45 $1.29 66.5% +72.3% 1↑ 0↓ $0.5B 48.8% 2
Next FY
2027-12-31
$1.03 $0.70 $1.36 18.4% +15.1% 0↑ 1↓ $0.6B 27.1% 2

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.160
7d ago$0.110+0.050
30d ago$0.110+0.050
60d ago$0.110+0.050
90d ago$0.100+0.060
4 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 13, 2026 Guggenheim MAINTAIN Buy Buy
May 7, 2026 JP Morgan MAINTAIN Overweight Overweight
May 7, 2026 BTIG MAINTAIN Buy Buy
Mar 30, 2026 Guggenheim MAINTAIN Buy Buy
Mar 5, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Mar 5, 2026 Guggenheim REITERATE Buy Buy
Mar 5, 2026 BTIG MAINTAIN Buy Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20266530079%
May 1, 20266530079%
Apr 1, 20266530079%
Mar 1, 20266530079%
Feb 1, 20266530079%
Jan 1, 20265530077%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

58°
Warm
Bearish Neutral Bullish
8 mentions 2 bullish 0 bearish 8 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
May 13, 2026156° Neutral001
May 13, 2026156° Neutral001
May 6, 2026160° Warm101
May 6, 2026160° Warm101
Apr 25, 2026150° Neutral001
Apr 25, 2026150° Neutral001
Apr 23, 2026150° Neutral001
Apr 23, 2026150° Neutral001

Recent Reddit Threads

r/wallstreetbets Neutral 28d 2h ago
Billion To One
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Bullish 29d 1h ago
BillionToOne ($BLLN) Gains in 5 days
▲ 0 💬 6
r/wallstreetbets Bullish 1mo ago
Why BillionToOne ($BLLN) will moonshot
▲ 1 💬 2 ⚡ 0.5
r/stocks Bullish 1mo ago
WHY BillionToOne will moonshot
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bullish 1mo ago
BillionToOne is going to moon $BLLN EARNINGS TODAY
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Neutral 1mo ago
BLLN
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Neutral 1mo ago
$BLLN — I Know the CEO. Here's the Tech Story Nobody Is Telling You.
▲ 1 💬 0 ⚡ 0.5
May 15, 2026
short_volume
Short Volume: BLLN — 75.9% short (0.4M / 0.5M)
Short: 407,276 | Exempt: 16,877 | TRF Vol: 536,832 | Short Ratio: 75.9% | Off-exchange volume (dark pool + OTC)
May 14, 2026
short_interest
FTD: BLLN — 161,598 shares ($14.6M) failed to deliver
Settlement: 20260514, Price: $90.59, FTD Value: $14,639,162.82, BILLIONTOONE INC CL A
May 13, 2026
short_interest
FTD: BLLN — 243,653 shares ($23.0M) failed to deliver
Settlement: 20260513, Price: $94.23, FTD Value: $22,959,422.19, BILLIONTOONE INC CL A
May 12, 2026
short_volume
Short Volume: BLLN — 71.2% short (0.4M / 0.5M)
Short: 376,513 | Exempt: 118,091 | TRF Vol: 529,086 | Short Ratio: 71.2% | Off-exchange volume (dark pool + OTC)
May 12, 2026
short_interest
FTD: BLLN — 202,021 shares ($21.4M) failed to deliver
Settlement: 20260512, Price: $105.94, FTD Value: $21,402,104.74, BILLIONTOONE INC CL A
May 11, 2026
short_interest
FTD: BLLN — 10,716 shares ($1.0M) failed to deliver
Settlement: 20260511, Price: $92.96, FTD Value: $996,159.36, BILLIONTOONE INC CL A
May 8, 2026
short_volume
Short Volume: BLLN — 61.5% short (0.3M / 0.6M)
Short: 349,476 | Exempt: 600 | TRF Vol: 568,059 | Short Ratio: 61.5% | Off-exchange volume (dark pool + OTC)
May 8, 2026
short_interest
FTD: BLLN — 15,220 shares ($1.4M) failed to deliver
Settlement: 20260508, Price: $92.90, FTD Value: $1,413,938, BILLIONTOONE INC CL A
May 7, 2026
short_volume
Short Volume: BLLN — 78.3% short (0.4M / 0.5M)
Short: 418,023 | Exempt: 305 | TRF Vol: 533,858 | Short Ratio: 78.3% | Off-exchange volume (dark pool + OTC)
May 7, 2026
short_interest
FTD: BLLN — 59,403 shares ($4.8M) failed to deliver
Settlement: 20260507, Price: $81.40, FTD Value: $4,835,404.2, BILLIONTOONE INC CL A
May 6, 2026
earnings_calendar
BLLN Q1 2026 Earnings Scheduled — 2026-05-06
May 6, 2026
short_interest
FTD: BLLN — 101,393 shares ($8.1M) failed to deliver
Settlement: 20260506, Price: $79.90, FTD Value: $8,101,300.7, BILLIONTOONE INC CL A
May 5, 2026
short_interest
FTD: BLLN — 91,899 shares ($6.6M) failed to deliver
Settlement: 20260505, Price: $72.12, FTD Value: $6,627,755.88, BILLIONTOONE INC CL A
May 4, 2026
short_interest
FTD: BLLN — 15,704 shares ($1.2M) failed to deliver
Settlement: 20260504, Price: $77.49, FTD Value: $1,216,902.96, BILLIONTOONE INC CL A
Apr 30, 2026
short_interest
FTD: BLLN — 9,968 shares ($0.7M) failed to deliver
Settlement: 20260430, Price: $73.71, FTD Value: $734,741.28, BILLIONTOONE INC CL A