BLLN
BillionToOne, Inc.
$101.12
+1.48%
$4.7B
No data for this timeframe.
Vol
Market Cap$4.7B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (79%)
Inst. Holders44 funds
Inst. Value$393.6M
Inst. Activity12 buys / 0 sells
Insider Activity0B / 4S
Insider Net $-$1.1M
Reddit Sentiment58° Warm
SEC Reports6
Press Releases1
Recent Activity
Jun 12, 2026
SEC
A cluster of insider transactions at BillionToOne shows small open-market selling totaling $857K, representing only 0.02
CLUSTER — Impact 2/10
Jun 11, 2026
SEC
Three insiders at BillionToOne (BLLN) sold a total of $857K worth of shares in open-market transactions over a 7-day win
CLUSTER — Impact 2/10
Jun 11, 2026
SEC
An insider cluster at BillionToOne shows two insiders selling a combined $297K in open-market transactions, with the Chi
CLUSTER — Impact 3/10
Jun 10, 2026
Insider
KOLLURI KRISHNA KITTU was granted 3,017 shares
Director
Jun 10, 2026
Insider
Ileri Firat was granted 3,017 shares
Director
Jun 10, 2026
Insider
Rai Akshay was granted 3,017 shares
Director
Inst.
BAMCO INC /NY/ — DOUBLED
741,485 shares ($58.5M)
Inst.
Invesco Ltd. — DOUBLED
406,512 shares ($32.1M)
Price Targets
$117.71
+16.4% upside
Buy
Current $101.12
Low $90.00
Median $120.00
High $145.00
7 analysts
$90.00
$145.00
Analyst Ratings
6Strong Buy
5Buy
3Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | 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 |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| 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 |
Latest Reports
NEUTRAL
CLUSTER
2/10
A cluster of insider transactions at BillionToOne shows small open-market selling totaling $857K, representing only 0.02
Jun 12, 2026
NEUTRAL
CLUSTER
2/10
Three insiders at BillionToOne (BLLN) sold a total of $857K worth of shares in open-market transactions over a 7-day win
Jun 11, 2026
BULLISH
Press
8/10
BillionToOne reported strong Q4 and full-year 2025 results with revenue doubling year-over-year, driven by significant g
Mar 4, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| BAILLIE GIFFORD & CO | $99.5M | NEW |
| BAMCO INC /NY/ | $58.5M | DOUBLED |
| Neuberger Berman Group LLC | $37.8M | NEW |
| Invesco Ltd. | $32.1M | DOUBLED |
| WASATCH ADVISORS LP | $29.2M | NEW |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 10, 2026 | KOLLURI KRISHNA | A | $0.00 |
| Jun 10, 2026 | Ileri Firat | A | $0.00 |
| Jun 10, 2026 | Rai Akshay | A | $0.00 |
| Jun 10, 2026 | Pagano Anthony | A | $0.00 |
| Jun 10, 2026 | Bremner Thomas | A | $0.00 |
Reddit Sentiment
58°▲
Warm
Bearish
Neutral
Bullish
44 institutional holders with $393.6M total value (5,944,690 shares) as of 2026-Q1. Top holders: BAILLIE, BAMCO, Neuberger. Net buying activity: 12 institutions added/increased vs 0 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BAILLIE GIFFORD & CO | 1,259,993 | $99.5M | 25.3% | NEW |
| 2 | BAMCO INC /NY/ | 741,485 | $58.5M | 14.9% | DOUBLED +336.2% |
| 3 | Neuberger Berman Group LLC | 709,214 | $37.8M | 9.6% | NEW |
| 4 | Invesco Ltd. | 406,512 | $32.1M | 8.2% | DOUBLED +114.2% |
| 5 | WASATCH ADVISORS LP | 369,638 | $29.2M | 7.4% | NEW |
| 6 | ALLIANCEBERNSTEIN L.P. | 223,251 | $18.3M | 4.6% | NEW |
| 7 | AMERIPRISE FINANCIAL INC | 220,035 | $17.4M | 4.4% | ADD +80.0% |
| 8 | VANGUARD CAPITAL MANAGEMENT LLC | 182,463 | $14.4M | 3.7% | — |
| 9 | Capital International Investors | 178,000 | $14.1M | 3.6% | NEW |
| 10 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 159,573 | $12.6M | 3.2% | NEW |
| 11 | VANGUARD PORTFOLIO MANAGEMENT LLC | 151,213 | $11.9M | 3.0% | — |
| 12 | BlackRock, Inc. | 95,160 | $7.5M | 1.9% | ADD +33.3% |
| 13 | TWO SIGMA INVESTMENTS, LP | 82,776 | $6.5M | 1.7% | — |
| 14 | RENAISSANCE TECHNOLOGIES LLC | 51,254 | $4.0M | 1.0% | — |
| 15 | TD ASSET MANAGEMENT INC | 43,108 | $3.4M | 0.9% | ADD +61.3% |
| 16 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 30,506 | $2.4M | 0.6% | DOUBLED +151.8% |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 28,054 | $2.2M | 0.6% | — |
| 18 | VANGUARD FIDUCIARY TRUST CO | 27,791 | $2.2M | 0.6% | — |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 24,800 | $2.0M | 0.5% | — |
| 20 | NOMURA HOLDINGS INC | 22,900 | $1.8M | 0.5% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| BAMCO INC /NY/ | DOUBLED | 170,000 | 741,485 | +336.2% | $58.5M | 2026-Q1 |
| Invesco Ltd. | DOUBLED | 189,819 | 406,512 | +114.2% | $32.1M | 2026-Q1 |
| WASATCH ADVISORS LP | NEW | — | 369,638 | — | $29.2M | 2026-Q1 |
| AMERIPRISE FINANCIAL INC | ADD | 122,273 | 220,035 | +80.0% | $17.4M | 2026-Q1 |
| BlackRock, Inc. | ADD | 71,400 | 95,160 | +33.3% | $7.5M | 2026-Q1 |
| TD ASSET MANAGEMENT INC | ADD | 26,730 | 43,108 | +61.3% | $3.4M | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | DOUBLED | 12,117 | 30,506 | +151.8% | $2.4M | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | ADD | 16,473 | 20,595 | +25.0% | $1.6M | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 146 | 12,707 | +8603.4% | $1.0M | 2026-Q1 |
| MORGAN STANLEY | DOUBLED | 3,599 | 12,586 | +249.7% | $993.5K | 2026-Q1 |
| Brevan Howard Capital Management LP | ADD | 4,557 | 7,716 | +69.3% | $609.1K | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ | ADD | 485,283 | 737,518 | +52.0% | $58.2K | 2026-Q1 |
| BAILLIE GIFFORD & CO | NEW | — | 1,268,163 | — | $103.8M | 2025-Q4 |
| Neuberger Berman Group LLC | NEW | — | 700,867 | — | $57.4M | 2025-Q4 |
| VANGUARD GROUP INC | NEW | — | 352,368 | — | $28.8M | 2025-Q4 |
| ALLIANCEBERNSTEIN L.P. | NEW | — | 208,594 | — | $17.1M | 2025-Q4 |
| Invesco Ltd. | NEW | — | 189,819 | — | $15.5M | 2025-Q4 |
| Capital International Investors | NEW | — | 178,000 | — | $14.6M | 2025-Q4 |
| BAMCO INC /NY/ | NEW | — | 170,000 | — | $13.9M | 2025-Q4 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | NEW | — | 163,400 | — | $13.4M | 2025-Q4 |
| AMERIPRISE FINANCIAL INC | NEW | — | 122,273 | — | $10.0M | 2025-Q4 |
9 unique insiders with 17 transactions. Net insider value: -$1.1M ($0.00 bought, $1.1M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 10, 2026 | KOLLURI KRISHNA KITTU | Director | AWARD | 3,017 | — | — |
| Jun 10, 2026 | Ileri Firat | Director | AWARD | 3,017 | — | — |
| Jun 10, 2026 | Rai Akshay | Director | AWARD | 3,017 | — | — |
| Jun 10, 2026 | Pagano Anthony | Director | AWARD | 3,017 | — | — |
| Jun 10, 2026 | Bremner Thomas S | Director | AWARD | 3,017 | — | — |
| Jun 9, 2026 | Atay Oguzhan | See Remarks | GIFT | 10,000 | — | — |
| Jun 9, 2026 | Johnson Nancy JoAnn | See Remarks | SELL | 4,666 | $99.27 | $463.2K |
| Jun 9, 2026 | NeoTribe Ventures I, L.P. | 10%+ Owner | J | 129,780 | — | — |
| Jun 9, 2026 | KOLLURI KRISHNA KITTU | Director | J | 129,780 | — | — |
| Jun 8, 2026 | Atay Oguzhan | See Remarks | EXERCISE | 20,000 | $2.80 | $56.0K |
| Jun 8, 2026 | Atay Oguzhan | See Remarks | SELL | 79 | $100.87 | $8.0K |
| Jun 8, 2026 | Atay Oguzhan | See Remarks | CONVERT | 10,000 | — | — |
| Jun 8, 2026 | Atay Oguzhan | See Remarks | CONVERT | 10,000 | — | — |
| Jun 8, 2026 | Johnson Nancy JoAnn | See Remarks | SELL | 2,918 | $99.09 | $289.1K |
| Jun 8, 2026 | Sakakibara Shan Riku | Chief Product Officer | SELL | 4,000 | $96.45 | $385.8K |
| May 11, 2026 | KOLLURI KRISHNA KITTU | Director | J | 129,780 | — | — |
| May 11, 2026 | NeoTribe Ventures I, L.P. | 10%+ Owner | J | 129,780 | — | — |
6 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 0 mixed, 5 neutral. Avg impact: 3.3/10.
NEUTRAL
CLUSTER
2/10
A cluster of insider transactions at BillionToOne shows small open-market selling totaling $857K, re
Jun 12, 2026
NEUTRAL
CLUSTER
2/10
Three insiders at BillionToOne (BLLN) sold a total of $857K worth of shares in open-market transacti
Jun 11, 2026
NEUTRAL
CLUSTER
3/10
An insider cluster at BillionToOne shows two insiders selling a combined $297K in open-market transa
Jun 11, 2026
NEUTRAL
144
2/10
Shan Sakakibara, an officer of BillionToOne, filed a Form 144 notice of intent to sell 8,000 Class A
Jun 8, 2026
NEUTRAL
PRESS-RELEASE
3/10
BillionToOne issued a press release announcing the date and time for its upcoming Q1 2026 earnings r
Apr 15, 2026
BULLISH
8-K
8/10
BillionToOne reported strong fourth quarter and full year 2025 results with revenue up 113% YoY in Q
Mar 4, 2026
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
+16.4% upside
Buy (1.75)
$90.00 Low
$145.00 High
| Metric | Value |
|---|---|
| Current Price | $101.12 |
| Target Low | $90.00 |
| Target Mean | $117.71 |
| Target Median | $120.00 |
| Target High | $145.00 |
| # Analysts | 7 |
| Recommendation | Buy (1.75) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| 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
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.160 | |
| 7d ago | $0.110 | +0.050 |
| 30d ago | $0.110 | +0.050 |
| 60d ago | $0.110 | +0.050 |
| 90d ago | $0.100 | +0.060 |
4 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 13, 2026 | Guggenheim | MAINTAIN | Buy | Buy |
| May 7, 2026 | JP Morgan | MAINTAIN | Overweight | Overweight |
| May 7, 2026 | BTIG | MAINTAIN | Buy | Buy |
| Mar 30, 2026 | Guggenheim | MAINTAIN | Buy | Buy |
| Mar 5, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | Equal-Weight |
| Mar 5, 2026 | Guggenheim | REITERATE | Buy | Buy |
| Mar 5, 2026 | BTIG | MAINTAIN | Buy | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 6 | 5 | 3 | 0 | 0 | 79% | |
| May 1, 2026 | 6 | 5 | 3 | 0 | 0 | 79% | |
| Apr 1, 2026 | 6 | 5 | 3 | 0 | 0 | 79% | |
| Mar 1, 2026 | 6 | 5 | 3 | 0 | 0 | 79% | |
| Feb 1, 2026 | 6 | 5 | 3 | 0 | 0 | 79% | |
| Jan 1, 2026 | 5 | 5 | 3 | 0 | 0 | 77% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
58°
Warm
Bearish
Neutral
Bullish
8 mentions
2 bullish
0 bearish
8 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| May 13, 2026 | 1 | 56° Neutral | 0 | 0 | 1 |
| May 13, 2026 | 1 | 56° Neutral | 0 | 0 | 1 |
| May 6, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| May 6, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Apr 25, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Apr 25, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Apr 23, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Apr 23, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
Recent Reddit Threads
Billion To One
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💬 1
⚡ 0.5
Why BillionToOne ($BLLN) will moonshot
▲ 1
💬 2
⚡ 0.5
WHY BillionToOne will moonshot
▲ 1
💬 0
⚡ 0.5
BillionToOne is going to moon $BLLN EARNINGS TODAY
▲ 1
💬 1
⚡ 0.5
BLLN
▲ 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