BLLN
BillionToOne, Inc.Price
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- R Mar 4 BillionToOne reported strong Q4 and full-year 2025 results with reve…
- R Jun 29 BillionToOne signed a 12-year lease for ~62,659 sq ft of office/lab…
- A Jun 29 Guggenheim initiates
- I Jun 30 4 funds open new positions (13F)
- A Sep 2 Canaccord Genuity initiates
- S Sep 14 to Oct 15 9 days of insider sells: $11.6M by 4 insiders, avg $106.96
Signal stack
Where each data set points today.
- InsidersBEARISH
4 insiders sold $11.6M.
- InstitutionsBULLISH
Q2 2026: 33 added (4 new), 5 trimmed or exited. Largest new: Millennium Management $51.0M, Fuller & Thaler Asset Management, $50.2M.
- AnalystsBULLISH
12 of 15 rate it Buy or better. Median target $130.00 (+17%).
- EstimatesRISING
Current-quarter EPS estimate $0.245 → $0.300 over 90 days. 0 up, 1 down in 30 days.
- TrendRANGE
9% above its 50-day average.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| PRICE T ROWE ASSOCIATES INC /MD/ | ADD | $121.2M |
| BAILLIE GIFFORD & CO | TRIM | $108.2M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | DOUBLED | $100.9M |
| VANGUARD CAPITAL MANAGEMENT LLC | DOUBLED | $95.9M |
| WASATCH ADVISORS LP | ADD | $62.2M |
| MILLENNIUM MANAGEMENT LLC | NEW | $51.0M |
| FULLER & THALER ASSET MANAGEMENT, INC. | NEW | $50.2M |
| UBS Group AG | DOUBLED | $41.3M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
15 analystsPrice is inside the target range. Median implies +17%.Targets as of Oct 26, 2026.
| Date | Firm | Rating |
|---|---|---|
| Oct 1, 2026 | Guggenheim MAINTAIN | Buy |
| Sep 2, 2026 | Canaccord Genuity INITIATE | Buy |
| Aug 6, 2026 | JP Morgan MAINTAIN | Overweight |
| Aug 6, 2026 | BTIG MAINTAIN | Buy |
| Jun 29, 2026 | Guggenheim INITIATE | Buy |
| May 13, 2026 | Guggenheim MAINTAIN | Buy |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Oct 15, 2026 | Atay Oguzhan Chairman and CEO | EXERCISE | $14.4K |
| Oct 15, 2026 | Atay Oguzhan Chairman and CEO | SELL | $88.6K |
| Oct 15, 2026 | Atay Oguzhan Chairman and CEO | SELL | $185.8K |
| Oct 15, 2026 | Atay Oguzhan Chairman and CEO | SELL | $128.4K |
| Oct 15, 2026 | Atay Oguzhan Chairman and CEO | SELL | $99.8K |
| Oct 15, 2026 | Atay Oguzhan Chairman and CEO | SELL | $13.7K |
| Oct 14, 2026 | Atay Oguzhan Chairman and CEO | EXERCISE | $8.9K |
| Oct 14, 2026 | Atay Oguzhan Chairman and CEO | SELL | $303.1K |
Earnings setup
Estimates| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | $0.30 | $0.25–$0.35 | +22.4% | $116.3M |
| Next Q | 🔒 Fresh data, subscribers only | |||
| Current FY | $1.50 | $1.39–$1.60 | +71.8% | $455.6M |
| Next FY | 🔒 Fresh data, subscribers only | |||
Short side
FINRA· Oct 15, 2026SecBot reports
28 filings · 1 press release · 3 bullish · 5 bearish · 20 neutral- BEARISH CLUSTERSep 30, 2026
Three insiders at BillionToOne, including the CEO and CTO, sold a total of $1.59M in open-market…
The CEO's $1.01M open-market sale without a 10b5-1 plan is the strongest bearish signal in this cluster. Monitor for any upcoming earnings pre-announcement, guidance revision, or material corporate…
- BEARISH CLUSTERSep 28, 2026
Three insiders at BillionToOne, Inc. (BLLN) sold a total of $1.23M in stock over a one-week…
The absence of 10b5-1 plan designations and the involvement of the CTO elevate the signal. Monitor for any forthcoming 8-K or earnings pre-announcement that could explain the coordinated selling. If…
- BEARISH CLUSTERSep 23, 2026
A cluster of insider sales at BillionToOne, Inc. (BLLN) totaling $1.09M over a 7-day window, led…
The CEO's sale, while modest in size, is the most concerning element given his position. Lynch's sales are largely explained by cashless option exercises, reducing their informational value. Monitor…
- BULLISH INST-CLUSTERSep 22, 2026
A massive institutional cluster formed in BLLN during Q2 2026, with 31 buyers accumulating $326M…
The sheer breadth and size of this institutional accumulation — spanning mega-passive, quant, and asset managers — suggests a coordinated re-rating thesis. Monitor upcoming earnings for revenue…
All BLLN filing & press-release reports (29)
- CLUSTER reportSep 30, 2026
- CLUSTER reportSep 28, 2026
- CLUSTER reportSep 23, 2026
- INST-CLUSTER reportSep 22, 2026
- CLUSTER reportSep 21, 2026
- CLUSTER reportSep 16, 2026
- CLUSTER reportSep 11, 2026
- CLUSTER reportSep 11, 2026
- CLUSTER reportAug 27, 2026
- CLUSTER reportAug 27, 2026
- CLUSTER reportAug 12, 2026
- CLUSTER reportAug 7, 2026
- CLUSTER reportAug 5, 2026
- CLUSTER reportJul 20, 2026
- CLUSTER reportJul 15, 2026
- CLUSTER reportJul 13, 2026
- CLUSTER reportJul 8, 2026
- CLUSTER reportJul 6, 2026
- 8-K reportJun 29, 2026
- CLUSTER reportJul 1, 2026
- CLUSTER reportJun 17, 2026
- 8-K reportJun 16, 2026
- CLUSTER reportJun 10, 2026
- CLUSTER reportJun 10, 2026
- CLUSTER reportJun 10, 2026
- 144 reportJun 8, 2026
- PRESS-RELEASE reportApr 15, 2026
- 8-K reportMar 4, 2026
- PRESS-RELEASE reportMar 4, 2026