BLLNHealthcare · Diagnostics & ResearchThe 8 Wall Street analysts covering BillionToOne, Inc. hold a median 12-month price target of $130 — +32.8% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 15 of 100 as at 14 Oct 2026 — in the weakest quartile. The Street sees upside; the factor read is a caution. That gap is the story on this page.
Consensus tells you what everyone already believes. The model scores BillionToOne, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Quality (61): The business earns solid, repeatable profits on what it owns.
Volatility (5): The share price moves around a lot.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on BLLN, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +32.8% from it.
Of the 20 most recent actions, 2 moved their price target up and 2 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 1 Oct 2026 | Guggenheim | Maintains | Buy | $125 → $128 |
| 2 Sept 2026 | Canaccord Genuity | Initiates | Buy | — |
| 2 Sept 2026 | Canaccord Genuity | Initiates | Buy | $120 |
| 6 Aug 2026 | BTIG | Maintains | Buy | — |
| 6 Aug 2026 | BTIG | Maintains | Buy | $142 → $130 |
| 6 Aug 2026 | JP Morgan | Maintains | Overweight | $145 → $130 |
| 6 Aug 2026 | JP Morgan | Maintains | Overweight | — |
| 29 June 2026 | Guggenheim | Initiates | Buy | — |
| 29 June 2026 | Guggenheim | Initiates | Buy | $120 → $125 |
| 13 May 2026 | Guggenheim | Maintains | Buy | — |
| 7 May 2026 | BTIG | Maintains | Buy | — |
| 7 May 2026 | JP Morgan | Maintains | Overweight | — |
| 30 Mar 2026 | Guggenheim | Maintains | Buy | — |
| 5 Mar 2026 | BTIG | Maintains | Buy | — |
| 5 Mar 2026 | Guggenheim | Reiterates | Buy | — |
| 5 Mar 2026 | Wells Fargo | Maintains | Equal-Weight | — |
| 10 Dec 2025 | BTIG | Reiterates | Buy | — |
| 10 Dec 2025 | JP Morgan | Maintains | Overweight | — |
| 1 Dec 2025 | BTIG | Initiates | Buy | — |
| 1 Dec 2025 | Jefferies | Initiates | Hold | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. BLLN appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 5% of US stocks
Cheaper than 13% of US stocks
Cheaper than 11% of US stocks
Cheaper than 3% of US stocks
Higher than 89% of US stocks
Higher than 78% of US stocks
Higher than 83% of US stocks
Higher than 55% of US stocks
Higher than 67% of US stocks
Higher than 65% of US stocks
Higher than 78% of US stocks
Higher than 1% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
BillionToOne, Inc. has a market value of $4.6B and an enterprise value of $4.2B.
Revenue in the twelve months to 30 June 2026: $397.4M. The latest quarter grew 64.4% year on year.
Net income over the same four quarters: $37.7M, a 9.5% net margin.
Diluted earnings per share, trailing twelve months: $0.73.
Free cash flow in the twelve months to 30 June 2026: $33.1M.
Trailing P/E: 150.6×; forward P/E: 65.9× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.00%, paying out 0% of earnings.
BillionToOne, Inc. employs 713 people — $557K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own BillionToOne, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
BillionToOne plans to report its third-quarter 2026 financial results after market close on November 4, 2026. The company will host a conference call to discuss the results at 1:30 p.m. Pacific / 4:30 p.m. Eastern that day.
Why it matters — BLLN watchers can note the scheduled date and time for the company’s quarterly results and discussion.
Seeking Alpha describes BillionToOne as a molecular diagnostics company with a consistently high 70% gross margin supported by its QCT technology, and says its shares trade at a slight EV/sales discount to peers. The excerpt also cites forward topline growth of 38% annually versus a 22% industry average.
Why it matters — BLLN watchers may consider the article’s reported margins, relative valuation, and growth figures when assessing the company’s profile.
A peer-reviewed head-to-head study reported 94% concordance between BillionToOne’s tissue-free Northstar Response® and tumor-informed ctDNA testing. The excerpt says clinical ground truth in all discordant cases supported Northstar Response.
Why it matters — BLLN watchers may note the study’s reported evidence comparing Northstar Response with a tumor-informed assay for cancer treatment monitoring.
The Centers for Medicare & Medicaid Services plans to align its 2027 clinical laboratory fee schedule rates with private sector payer rates, aiming to curb excessive Medicare payments and save taxpayers an estimated $1 billion annually. The change is expected to affect BillionToOne and CareDx differently.
Why it matters — A BLLN watcher would care because Medicare lab reimbursement policy directly influences the company's revenue, and this change could affect BillionToOne differently than its peers.
BillionToOne's Senior Vice President sold 1,416 shares at a weighted average price of $97.54 per share, totaling $138,116 on Sept. 9, 2026. The sale represented shares equal to 5% of the direct equity position held before the transaction.
Why it matters — A BLLN watcher would care because this insider sale reflects a senior executive reducing a notable 5% portion of their direct stake in the company.
The 8 Wall Street analysts covering BillionToOne, Inc. have a median 12-month price target of $130, with estimates ranging from $110 to $145. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 8 analysts covering BillionToOne, Inc., 7 rate it a Buy, 1 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks BillionToOne, Inc. 15 out of 100 across roughly 4,600 US stocks as at 14 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 14 Oct 2026, BillionToOne, Inc. ranks 15 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Quality (61 of 100).
No one can know that. What the data says: the median 12-month target from 8 analysts implies +32.8% from the last close, and Ticker Nerd's factor model ranks BillionToOne, Inc. 15 out of 100 as at 14 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering BillionToOne, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for BLLN are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $110 to $145 over the next 12 months.
BillionToOne Inc. Class A Common Stock represents equity in BillionToOne, a molecular diagnostics company focused on precision testing for clinical use.
The most recent item we track (GlobeNewsWire, 14 Oct 2026): "BillionToOne to Report Third Quarter 2026 Financial Results on November 4, 2026". BillionToOne plans to report its third-quarter 2026 financial results after market close on November 4, 2026. The company will host a conference call to discuss the results at 1:30 p.m. Pacific / 4:30 p.m. Eastern that day.
BillionToOne Inc. Class A Common Stock represents equity in BillionToOne, a molecular diagnostics company focused on precision testing for clinical use. The company develops advanced DNA-counting technology designed to detect and measure genetic material with high sensitivity, supporting applications in prenatal screening, cancer testing, and other diagnostic workflows. Its product portfolio includes non-invasive prenatal tests, liquid biopsy solutions, and response-monitoring assays used by healthcare providers and laboratories to assess genetic risk and disease status from blood-based samples. BillionToOne serves the broader healthcare diagnostics market, where accurate, minimally invasive testing plays an important role in improving clinical decision-making and expanding access to molecular diagnostics. The company is headquartered in Menlo Park, California.
CEO Dr. Oguzhan Atay Ph.D. · 713 employees · United States · https://www.billiontoone.com
