BLLN · BillionToOne, Inc. Class A
What's happening
- BLLN is up 1.00% today, trading at $104.53. — Live quote
- Volume today (19,700) is well below its 3-month average of 688,390. (Finnhub fundamentals)
- Reports earnings on 2026-11-04, 13 days away. (Finnhub earnings calendar)
- Last quarter's EPS missed estimates: $0.15 actual vs. $0.19 estimated (-20.2%). (Finnhub earnings history)
Deterministic template sentences filled in from the same sourced figures shown elsewhere on this page -- not an AI-written summary, no live model call.
Key Statistics
Analyst Recommendations
Aggregate ratings for 2026-10-01 (15 analysts polled by Finnhub) — consensus count.
Performance Overview (Trailing returns vs S&P 500 benchmark)
Earnings Trends (Quarterly EPS Actual vs Estimate)
Valuation Measures & Ratios
Quarterly history (3 periods)
| Measure | Jun '26 | Mar '26 | Sep '25 |
|---|---|---|---|
| Market cap | $6.43B | $4.15B | — |
| P/E | 204.34 | 213.62 | — |
| Price/Sales | 17.49 | 13.09 | — |
| Price/Book | 11.99 | 8.22 | — |
| EV/Revenue | 16.24 | 11.68 | — |
| ROE | 5.87% | 3.85% | — |
| ROA | 4.32% | 2.78% | — |
Trailing-twelve-month ratios computed from SEC EDGAR quarterly figures and historical daily close prices (Alpaca). Diluted shares are derived from Net income ÷ EPS (diluted) for each quarter, not separately reported. Forward P/E/PEG unavailable (no free data source).
Glossary — what these abbreviations mean
- 1. TTM
- Trailing twelve months — the sum of the last four reported quarters, not a calendar year or the single latest quarter.
- 2. EPS
- Earnings per share — net income divided by diluted shares outstanding.
- 3. Beta
- A stock's historical volatility relative to the overall market. Above 1 means it has moved more than the market; below 1, less.
- 4. EV (Enterprise Value)
- Market cap plus total debt minus cash — roughly what it would cost to buy the whole company, debt included.
- 5. Forward P/E
- Price divided by analysts' estimated earnings for the next 12 months, instead of trailing actual earnings.
- 6. PEG Ratio
- P/E divided by expected earnings growth rate. A lower number can indicate a stock is cheap relative to how fast it's expected to grow.
- 7. Price / Book
- Share price divided by book value (assets minus liabilities) per share.
- 8. ROE
- Return on equity — net income divided by shareholders' equity, a measure of how efficiently a company turns equity into profit.
- 9. ROA
- Return on assets — net income divided by total assets, a measure of how efficiently a company turns assets into profit.
- 10. MRQ
- Most recent quarter — the single latest reported period, as opposed to TTM. The Financials section's "Quarterly" view below shows MRQ-style figures.
- 11. YoY
- Year over year — percent change versus the same period one year earlier, used for growth figures like those on Compare cards and the Screener.
Short Interest
Source: FINRA Rule 4560 consolidated short interest, settlement date 2026-09-30. Reported bi-monthly with a reporting lag — not real-time.
Quotes and the 1-day extended-hours chart: Yahoo Finance. Longer historical charts: Alpaca (IEX feed) — real-time but IEX-only volume (~2.5% of consolidated market volume). Fundamentals + earnings: Finnhub.
Price history
Drag horizontally to zoom into a section; use Reset view to restore all observations.
Technical signal summary
Calculating from the latest year of daily price history…
Show Technical Analysis Breakdown ▾ 10 Indicators
Not investment advice — read several signals together.
Indicators None active
History limited by data provider; markers are heuristics, not signals.
Peer and sector context
Balanced evidence
A deterministic summary of sourced facts—not an AI verdict.
Potential strengths
- Latest SEC filing is Form 4, filed 2026-10-19; review it for current changes and risks. SEC EDGAR ↗
Potential concerns
- Revenue growth is -12.8% on the provider's reported measure. Finnhub fundamentals ↗
- Net profit margin is 9.5%. Finnhub fundamentals ↗
- Trailing P/E is 126.4, a high price relative to reported earnings. Finnhub fundamentals ↗
Rule-based facts only; absence from either side is not evidence, and this is not a recommendation.
More on BLLN
No accessible free API for these — links go to the source directly.
Financials
Fundamental trends
Visualized from the same SEC figures in the tables below.
Income statement
| Line item | Jun '26 | Mar '26 | Sep '25 | Jun '25 | Mar '25 | Sep '24 |
|---|---|---|---|---|---|---|
| Revenue | $109.4M | $108.4M | $83.5M | $66.6M | $59.0M | $38.4M |
| Gross profit | $77.1M | $79.1M | $58.4M | $43.5M | $38.0M | $20.2M |
| Operating income | $5.5M | $17.8M | $9.6M | -$1.6M | -$2.3M | -$12.6M |
| Net income | $8.1M | $18.0M | $5.7M | -$246.0K | -$4.0M | -$14.9M |
| EPS (diluted) | $0.15 | $0.34 | $0.10 | $-0.02 | $-0.39 | $-1.47 |
| EPS (basic) | $0.17 | $0.39 | $0.14 | $-0.02 | $-0.39 | $-1.47 |
| Operating margin | $5 | $16 | $12 | -$2 | -$4 | -$33 |
| Net margin | $7 | $17 | $7 | -$0 | -$7 | -$39 |
Balance sheet
| Line item | Jun '26 | Mar '26 | Dec '25 | Sep '25 | Jun '25 | Mar '25 | Dec '24 | Sep '24 |
|---|---|---|---|---|---|---|---|---|
| Total assets | $729.7M | $700.7M | $632.7M | $327.5M | — | — | $302.1M | — |
| Total liabilities | $192.9M | $195.1M | $152.5M | $147.6M | — | — | $134.3M | — |
| Stockholders' equity | $536.8M | $505.6M | $480.1M | -$239.5M | -$250.3M | -$252.9M | -$251.7M | -$242.9M |
| Total current assets | $651.4M | $624.1M | $560.6M | $251.7M | — | — | $227.8M | — |
| Total current liabilities | $55.7M | $57.2M | $48.0M | $40.8M | — | — | $28.4M | — |
| Cash & equivalents | $548.6M | $537.5M | $496.0M | $195.2M | — | — | $191.5M | — |
| Accounts receivable | $74.9M | $61.3M | $41.6M | $34.6M | — | — | $24.7M | — |
| Inventory | $21.1M | $19.2M | $17.5M | $17.4M | — | — | $8.7M | — |
| Property, plant & equipment | $24.9M | $22.3M | $20.4M | $18.7M | — | — | $17.1M | — |
| Other non-current assets | $5.6M | $4.9M | $5.0M | $9.1M | — | — | $5.4M | — |
| Accounts payable | $12.2M | $8.7M | $7.2M | $7.8M | — | — | $4.3M | — |
| Deferred revenue (current) | $2.3M | $2.8M | $2.2M | $2.7M | — | — | $2.8M | — |
| Short-term debt | — | — | $0 | — | — | — | $0 | — |
| Long-term debt | $91.0M | $90.0M | $57.2M | $55.0M | — | — | $51.5M | — |
| Other non-current liabilities | — | — | $0 | $4.3M | — | — | $2.8M | — |
| Common stock & paid-in capital | — | — | — | $0 | — | — | $0 | — |
| Retained earnings | -$248.7M | -$256.8M | -$274.7M | -$280.7M | — | — | -$282.2M | — |
| Accumulated other comprehensive income (loss) | -$1.8M | -$1.8M | -$1.8M | — | — | — | $0 | — |
Cash flow
| Line item | Jun '26 | Mar '26 | Dec '25 | Sep '25 | Jun '25 | Mar '25 | Dec '24 | Sep '24 |
|---|---|---|---|---|---|---|---|---|
| Operating cash flow | $9.1M | $15.4M | $10.8M | $10.0M | $1.2M | $2.6M | -$8.4M | -$33.0M |
| Investing cash flow | -$4.0M | -$4.5M | -$1.6M | -$2.1M | -$2.9M | -$2.3M | -$2.1M | -$3.3M |
| Financing cash flow | $6.1M | $30.5M | $291.6M | -$1.7M | -$949.0K | -$156.0K | -$288.0K | $141.3M |
| Free cash flow | $5.1M | $11.0M | $9.3M | $7.9M | -$1.7M | $278.0K | -$10.5M | -$36.3M |
| Capital expenditures | $4.0M | $4.5M | $1.5M | $2.1M | $2.9M | $2.3M | $2.1M | $3.3M |
| Depreciation & amortization | — | — | $6.9M | — | — | — | $7.0M | — |
| Share-based compensation | $8.2M | $6.5M | $6.3M | $4.5M | $2.7M | $2.4M | $2.3M | $6.1M |
| Deferred income taxes | — | — | $0 | — | — | — | $0 | — |
| Change in accounts receivable | $13.6M | $19.7M | $7.0M | $4.2M | $848.0K | $4.9M | $1.9M | $13.7M |
| Change in inventory | $1.9M | $1.7M | $156.0K | $3.7M | $1.7M | $3.3M | $891.0K | $644.0K |
| Change in accounts payable | $3.2M | $1.7M | -$1.3M | -$266.0K | $95.0K | $3.2M | -$1.3M | $2.2M |
| Share repurchases | — | — | $0 | $0 | — | — | $0 | $546.0K |
Income statement
| Line item | Dec '25 | Dec '24 | Dec '23 |
|---|---|---|---|
| Revenue | $305.1M | $152.6M | $71.7M |
| Gross profit | $208.5M | $80.9M | $17.3M |
| Operating income | $16.0M | -$47.1M | -$69.5M |
| Net income | $7.5M | -$41.6M | -$82.7M |
| EPS (diluted) | $0.14 | $-4.12 | $-8.45 |
| EPS (basic) | $0.18 | $-4.12 | $-8.45 |
| Operating margin | $5 | -$31 | -$97 |
| Net margin | $2 | -$27 | -$115 |
Balance sheet
| Line item | Dec '25 | Dec '24 | Dec '23 | Dec '22 |
|---|---|---|---|---|
| Total assets | $632.7M | $302.1M | — | — |
| Total liabilities | $152.5M | $134.3M | — | — |
| Stockholders' equity | $480.1M | -$251.7M | -$219.1M | -$141.8M |
| Total current assets | $560.6M | $227.8M | — | — |
| Total current liabilities | $48.0M | $28.4M | — | — |
| Cash & equivalents | $496.0M | $191.5M | — | — |
| Accounts receivable | $41.6M | $24.7M | — | — |
| Inventory | $17.5M | $8.7M | — | — |
| Property, plant & equipment | $20.4M | $17.1M | — | — |
| Other non-current assets | $5.0M | $5.4M | — | — |
| Accounts payable | $7.2M | $4.3M | — | — |
| Deferred revenue (current) | $2.2M | $2.8M | — | — |
| Short-term debt | $0 | $0 | — | — |
| Long-term debt | $57.2M | $51.5M | — | — |
| Other non-current liabilities | $0 | $2.8M | — | — |
| Retained earnings | -$274.7M | -$282.2M | — | — |
| Accumulated other comprehensive income (loss) | -$1.8M | $0 | — | — |
Cash flow
| Line item | Dec '25 | Dec '24 | Dec '23 |
|---|---|---|---|
| Operating cash flow | $24.6M | -$41.4M | -$53.7M |
| Investing cash flow | -$8.9M | -$5.4M | $82.8M |
| Financing cash flow | $288.8M | $141.0M | $13.4M |
| Free cash flow | $15.7M | -$46.8M | -$59.8M |
| Capital expenditures | $8.9M | $5.4M | $6.2M |
| Depreciation & amortization | $6.9M | $7.0M | $5.9M |
| Share-based compensation | $15.9M | $8.4M | $4.9M |
| Deferred income taxes | $0 | $0 | $0 |
| Change in accounts receivable | $16.9M | $15.6M | $2.6M |
| Change in inventory | $8.8M | $1.5M | $1.4M |
| Change in accounts payable | $1.8M | $877.0K | $151.0K |
| Share repurchases | $0 | $546.0K | $0 |
Source: SEC EDGAR XBRL filings (10-Q/10-K), as originally tagged by the company. Quarterly cash flow is reconstructed by de-cumulating fiscal-year-to-date figures (how cash flow is tagged in 10-Qs); other quarterly lines are reported directly.
Institutional holders
SEC Form 13F filers holding BLLN as of the latest reported quarter. 13F only covers investment managers with $100M+ in assets — this is not a complete ownership picture, and does not include insiders (see Recent SEC filings below) or non-13F-eligible holders.
Insider activity
Directors, officers, and 10%+ owners' reported transactions from SEC Form 4. A filing reports a transaction; it does not by itself explain why it happened.
Source: SEC EDGAR Form 4 filings · checked 25 most recent filings · covers 2026-08-03 to 2026-10-15
Recent transactions
- Insiders have net sold 260,564 shares over the last 182 days, across 0 purchases and 90 sales.
- Most recent: Atay Oguzhan (Chairman and CEO) — Option exercise of 5,150 shares on 2026-10-15.
Deterministic template sentences filled in from the SEC Form 4 figures in the tables below -- not an AI-written summary, no live model call.
Insider purchases & sales, last 6 months
Counts only open-market purchases (code P) and sales (code S) — grants, option exercises, tax withholding, and gifts are excluded since they aren't a market buy/sell decision.
Insider roster
| Name | Title | Most Recent Transaction | Date | Shares |
|---|---|---|---|---|
| Atay Oguzhan | Chairman and CEO | Option exercise | 2026-10-15 | 5,150 |
| Lynch Thomas P. | See Remarks | Option exercise | 2026-10-13 | 2,000 |
| ten Bosch John Roderick | SVP of Laboratory Operations | Open market sale | 2026-10-05 | 1,417 |
| Tsao David | Chief Technology Officer | Option exercise | 2026-10-05 | 10,000 |
| Sakakibara Shan Riku | Chief Product Officer | Gift | 2026-09-10 | 3,500 |
| KOLLURI KRISHNA KITTU | Director | Other acquisition/disposition | 2026-08-26 | 129,780 |
Recent transactions
| Date | Insider | Title | Transaction | Shares | Price |
|---|---|---|---|---|---|
| 2026-10-15 | Atay Oguzhan | Chairman and CEO | Option exercise | 5,150 | $2.80 |
| 2026-10-15 | Atay Oguzhan | Chairman and CEO | Open market sale | 900 | $98.43 |
| 2026-10-15 | Atay Oguzhan | Chairman and CEO | Open market sale | 1,861 | $99.84 |
| 2026-10-15 | Atay Oguzhan | Chairman and CEO | Open market sale | 1,276 | $100.60 |
| 2026-10-15 | Atay Oguzhan | Chairman and CEO | Open market sale | 980 | $101.79 |
| 2026-10-15 | Atay Oguzhan | Chairman and CEO | Open market sale | 133 | $102.78 |
| 2026-10-14 | Atay Oguzhan | Chairman and CEO | Option exercise | 3,183 | $2.80 |
| 2026-10-14 | Atay Oguzhan | Chairman and CEO | Open market sale | 3,083 | $98.32 |
| 2026-10-14 | Atay Oguzhan | Chairman and CEO | Open market sale | 100 | $99.00 |
| 2026-10-14 | Atay Oguzhan | Chairman and CEO | Open market sale | 2,667 | $98.00 |
| 2026-10-13 | Lynch Thomas P. | See Remarks | Option exercise | 2,000 | $8.65 |
| 2026-10-12 | Atay Oguzhan | Chairman and CEO | Option exercise | 16,667 | $2.80 |
| 2026-10-12 | Atay Oguzhan | Chairman and CEO | Open market sale | 1,961 | $91.57 |
| 2026-10-12 | Atay Oguzhan | Chairman and CEO | Open market sale | 2,553 | $93.05 |
| 2026-10-12 | Atay Oguzhan | Chairman and CEO | Open market sale | 6,763 | $93.65 |
| 2026-10-12 | Atay Oguzhan | Chairman and CEO | Open market sale | 3,869 | $94.61 |
| 2026-10-12 | Atay Oguzhan | Chairman and CEO | Open market sale | 1,521 | $96.39 |
| 2026-10-12 | Atay Oguzhan | Chairman and CEO | Open market sale | 2,667 | $97.61 |
| 2026-10-08 | Lynch Thomas P. | See Remarks | Option exercise | 8,000 | $8.65 |
| 2026-10-05 | ten Bosch John Roderick | SVP of Laboratory Operations | Open market sale | 1,417 | $105.15 |
| 2026-10-05 | ten Bosch John Roderick | SVP of Laboratory Operations | Open market sale | 1,417 | $105.15 |
| 2026-10-05 | Tsao David | Chief Technology Officer | Option exercise | 10,000 | $2.80 |
| 2026-10-05 | Tsao David | Chief Technology Officer | Option exercise | 10,000 | $2.80 |
| 2026-10-05 | Tsao David | Chief Technology Officer | Open market sale | 866 | $105.90 |
| 2026-10-05 | Tsao David | Chief Technology Officer | Open market sale | 1,909 | $107.19 |
| 2026-10-05 | Tsao David | Chief Technology Officer | Open market sale | 4,284 | $108.39 |
| 2026-10-05 | Tsao David | Chief Technology Officer | Open market sale | 2,921 | $109.00 |
| 2026-10-05 | Tsao David | Chief Technology Officer | Open market sale | 20 | $110.08 |
| 2026-10-05 | Tsao David | Chief Technology Officer | Open market sale | 555 | $105.56 |
| 2026-10-05 | Tsao David | Chief Technology Officer | Open market sale | 400 | $106.10 |
| 2026-10-05 | Tsao David | Chief Technology Officer | Open market sale | 2,200 | $107.47 |
| 2026-10-05 | Tsao David | Chief Technology Officer | Open market sale | 4,916 | $108.53 |
| 2026-10-05 | Tsao David | Chief Technology Officer | Open market sale | 1,829 | $109.14 |
| 2026-10-05 | Tsao David | Chief Technology Officer | Open market sale | 100 | $110.09 |
| 2026-09-28 | Atay Oguzhan | Chairman and CEO | Option exercise | 8,333 | $2.80 |
| 2026-09-28 | Atay Oguzhan | Chairman and CEO | Open market sale | 8,333 | $120.64 |
| 2026-09-28 | Atay Oguzhan | Chairman and CEO | Open market sale | 2,666 | $120.64 |
| 2026-09-24 | Tsao David | Chief Technology Officer | Option exercise | 3,333 | $2.80 |
| 2026-09-24 | Tsao David | Chief Technology Officer | Open market sale | 3,333 | $125.00 |
| 2026-09-24 | ten Bosch John Roderick | SVP of Laboratory Operations | Open market sale | 1,416 | $120.00 |
| 2026-09-21 | ten Bosch John Roderick | SVP of Laboratory Operations | Open market sale | 1,416 | $106.61 |
| 2026-09-17 | Lynch Thomas P. | See Remarks | Option exercise | 19,384 | $8.65 |
| 2026-09-17 | Lynch Thomas P. | See Remarks | Option exercise | 6,968 | $11.55 |
| 2026-09-17 | Lynch Thomas P. | See Remarks | Option exercise | 2,920 | $17.12 |
| 2026-09-17 | Lynch Thomas P. | See Remarks | Option exercise | 5,840 | $30.78 |
| 2026-09-17 | Lynch Thomas P. | See Remarks | Open market sale | 19,384 | $110.36 |
| 2026-09-17 | Lynch Thomas P. | See Remarks | Open market sale | 6,968 | $110.30 |
| 2026-09-17 | Lynch Thomas P. | See Remarks | Open market sale | 2,920 | $110.31 |
| 2026-09-17 | Lynch Thomas P. | See Remarks | Open market sale | 5,840 | $110.29 |
| 2026-09-14 | Atay Oguzhan | Chairman and CEO | Option exercise | 16,666 | $2.80 |
| 2026-09-14 | Atay Oguzhan | Chairman and CEO | Option exercise | 8,333 | $2.80 |
| 2026-09-14 | Atay Oguzhan | Chairman and CEO | Open market sale | 4,465 | $98.63 |
| 2026-09-14 | Atay Oguzhan | Chairman and CEO | Open market sale | 2,456 | $99.57 |
| 2026-09-14 | Atay Oguzhan | Chairman and CEO | Open market sale | 2,531 | $100.58 |
| 2026-09-14 | Atay Oguzhan | Chairman and CEO | Open market sale | 7,214 | $101.44 |
| 2026-09-14 | Atay Oguzhan | Chairman and CEO | Open market sale | 1,680 | $98.64 |
| 2026-09-14 | Atay Oguzhan | Chairman and CEO | Open market sale | 1,500 | $99.57 |
| 2026-09-14 | Atay Oguzhan | Chairman and CEO | Open market sale | 2,010 | $100.78 |
| 2026-09-14 | Atay Oguzhan | Chairman and CEO | Open market sale | 3,143 | $101.49 |
| 2026-09-14 | Atay Oguzhan | Chairman and CEO | Open market sale | 2,666 | $98.00 |
Showing the most recent 60 transactions.
Recent SEC filings
Official company reports and insider transaction filings. Form 4 reports a transaction; it does not by itself explain why it happened.
Source: SEC EDGAR submissions · updated 2026-10-22 03:32 UTC
| Filed | Form | Report period | Official filing |
|---|---|---|---|
| 2026-10-19 | 4 | 2026-10-13 | View on SEC.gov → |
| 2026-10-16 | 4 | 2026-10-14 | View on SEC.gov → |
| 2026-10-14 | 4 | 2026-10-12 | View on SEC.gov → |
| 2026-10-13 | 4 | 2026-10-08 | View on SEC.gov → |
| 2026-10-07 | 4 | 2026-10-05 | View on SEC.gov → |
| 2026-10-07 | 4 | 2026-10-05 | View on SEC.gov → |
| 2026-09-30 | 4 | 2026-09-28 | View on SEC.gov → |
| 2026-09-28 | 4 | 2026-09-24 | View on SEC.gov → |
| 2026-09-28 | 4 | 2026-09-24 | View on SEC.gov → |
| 2026-09-23 | 4 | 2026-09-21 | View on SEC.gov → |
| 2026-09-21 | 4 | 2026-09-17 | View on SEC.gov → |
| 2026-09-16 | 4 | 2026-09-14 | View on SEC.gov → |
Recent news
Headlines about BLLN (BillionToOne, Inc. Class A). Links open the publisher — we don’t host full articles.
-
At $8.65 a share, BillionToOne (BLLN) counsel exercises options covering 2,000 shares.
Stock Titan · 2026-10-19 -
BLLN Dec 2026 135.000 call (BLLN261218C00135000) stock price, news, quote and history
Yahoo Finance UK · 2026-10-19 -
BLLN Dec 2026 180.000 call (BLLN261218C00180000) stock price, news, quote and history
Yahoo Finance UK · 2026-10-19 -
Billiontoone (NASDAQ:BLLN) CEO Sells $313,016.22 in Stock
MarketBeat · 2026-10-17 -
Exercising $2.80 options, BillionToOne (BLLN) CEO Atay also sells shares under a trading plan.
Stock Titan · 2026-10-16 -
An officer proposes selling 5,150 BillionToOne (BLLN) shares acquired through a cash-paid option exercise.
Stock Titan · 2026-10-15 -
BLLN Oct 2026 140.000 call (BLLN261016C00140000) stock price, news, quote and history
Yahoo Finance UK · 2026-10-15 -
BLLN261016C00150000 interactive stock chart | BLLN Oct 2026 150.000 call stock
Yahoo Finance Australia · 2026-10-15
No headlines in this category right now — try “All”.