STOCK TITAN

BillionToOne Provides Guidance for 2026

BillionToOne (NASDAQ: BLLN) reiterated full year 2025 guidance of $293 million to $299 million and initiated full year 2026 guidance of $415 million to $430 million, implying ~40%–45% revenue growth versus the midpoint of 2025 guidance.

(Moderate)
(Neutral)
Tags

BillionToOne (NASDAQ: BLLN) reiterated full year 2025 guidance of $293 million to $299 million and initiated full year 2026 guidance of $415 million to $430 million, implying ~40%–45% revenue growth versus the midpoint of 2025 guidance. The company guided to positive GAAP operating income for both the remainder of 2025 (reiterated) and for full year 2026. Management cited a roadmap to scale its molecular diagnostics platform and deliver a durable, high-quality growth profile in 2026.

Loading...
Loading translation...

Positive

  • Full year 2026 revenue guidance of $415M–$430M
  • Guided revenue growth of 40%–45% versus 2025 midpoint
  • Positive GAAP operating income guidance for full year 2026
  • Reiterated 2025 guidance of $293M–$299M

Negative

  • None.
Argus Jan 12 session
+15.37% close to close Open Argus
Details

News Market Reaction – BLLN

On Jan 12, the day this news came out, BLLN closed 15.37% above the previous close.

Data tracked by StockTitan Argus for the Jan 12 session.

Market Context

On Jan 12, the day this news came out, the stock closed 15.4% above the previous close. A strong pos...
Analysis

On Jan 12, the day this news came out, the stock closed 15.4% above the previous close. A strong positive reaction aligns with management’s decision to provide 2026 guidance featuring total revenue of $415M–$430M and positive GAAP operating income. This builds directly on reiterated 2025 guidance of $293M–$299M. Historically, solid earnings and guidance updates have coincided with favorable moves, while other news types showed mixed follow-through. Investors may weigh whether current expectations already reflect this growth profile and monitor execution against the outlined roadmap.

Key Figures

2025 revenue guidance: $293M–$299M 2026 revenue guidance: $415M–$430M 2026 growth vs 2025: 40%–45% +1 more
2025 revenue guidance
$293M–$299M
Reiterated full-year 2025 total revenue guidance
2026 revenue guidance
$415M–$430M
Initiated full-year 2026 total revenue guidance
2026 growth vs 2025
40%–45%
Growth vs midpoint of full-year 2025 revenue guidance
GAAP operating income
Positive (2025, 2026)
Positive GAAP operating income guided for full-year 2025 and 2026

Historical Context

5 past events · Latest: Jan 06
5 events
  1. Jan 06

    Clinical trial update

    24h Move
    -0.1%

    Northstar Select chosen as liquid biopsy test with high sensitivity and coverage.

  2. Dec 23

    Conference participation

    24h Move
    -9.6%

    Announcement of management presenting at J.P. Morgan Healthcare Conference.

  3. Dec 09

    Board appointment

    24h Move
    +4.7%

    Appointment of experienced CFO Anthony Pagano as Audit Committee Chair.

  4. Dec 09

    Earnings and guidance

    24h Move
    +4.7%

    Strong Q3 2025 growth, improved margins, and positive operating income outlook.

  5. Dec 02

    Earnings date notice

    24h Move
    +1.7%

    Scheduling announcement for Q3 2025 results release and conference call.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Key Terms

molecular diagnostics, gaap
2 terms
molecular diagnostics medical
"BillionToOne, Inc. (NASDAQ: BLLN), a next-generation molecular diagnostics company"
Molecular diagnostics are laboratory tests that look for specific molecules — such as genes, pieces of DNA or RNA, or proteins — to detect disease, predict risk, or guide treatment choices. For investors, these tests matter because they can change how illnesses are diagnosed and treated, create recurring revenue through specialized tests and companion products, and face clear regulatory and reimbursement pathways that drive commercial value; think of them as reading a biological barcode to inform medical decisions.
gaap financial
"reiterated the full year 2025 guidance of $293 million to $299 million with positive GAAP operating income"
GAAP, or Generally Accepted Accounting Principles, are a set of standardized rules and guidelines that companies follow when preparing their financial statements. They ensure consistency, transparency, and comparability across different companies, making it easier for investors to understand and compare financial information accurately. This helps investors make informed decisions based on trustworthy and uniform financial reports.
View in glossary

AI-generated analysis. How Rhea-AI works. Not financial advice.

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google
Add on Google

MENLO PARK, Calif., Jan. 12, 2026 (GLOBE NEWSWIRE) -- BillionToOne, Inc. (NASDAQ: BLLN), a next-generation molecular diagnostics company with a mission to create powerful and accurate tests that are accessible to all, today reiterated the full year 2025 guidance of $293 million to $299 million with positive GAAP operating income and initiated the full year 2026 guidance.

Full Year 2026 Guidance

  • Full year 2026 total revenue of $415 million to $430 million, representing growth of 40% to 45% compared to the midpoint of the full year 2025 guidance range.
  • Positive GAAP operating income for the full year 2026.

“As we look ahead to 2026, we are excited by the opportunity to further scale our differentiated platform built on innovative science and disciplined execution,” said Dr. Oguzhan Atay, Co-founder and CEO of BillionToOne. “With a clear roadmap and focus on solving meaningful clinical challenges, we believe we are well positioned to deepen our impact on healthcare, while delivering a durable, high-quality growth profile this year.”

About BillionToOne

Headquartered in Menlo Park, California, BillionToOne is a molecular diagnostics company with a mission to create powerful and accurate tests that are accessible to all. The company's patented Quantitative Counting Templates™ (QCT™) molecular counting platform is the only multiplex technology that can accurately count DNA molecules at the single-molecule level. For more information, visit www.billiontoone.com.

Forward-Looking Statements

This press release contains certain forward-looking statements within the meaning of federal securities laws. These forward-looking statements generally are identified by the words “believe,” “project,” “expect,” “anticipate,” “estimate,” “intend,” “strategy,” “future,” “opportunity,” “plan,” “may,” “should,” “will,” “would,” “will be,” “will continue,” “will likely result,” and similar expressions. Forward-looking statements are predictions, projections and other statements about future events that are based on current expectations and assumptions and, as a result, are subject to risks and uncertainties. Forward-looking statements in this press release include, but are not limited to, statements regarding estimated revenue, income and other financial information for the full years of 2025 and 2026.  These statements are based on management’s current expectations, forecasts and assumptions, and actual outcomes and results could differ materially from these statements due to a number of factors, some of which are beyond BillionToOne’s control. These and additional risks and uncertainties that could affect BillionToOne’s financial and operating results and cause actual results to differ materially from those indicated by the forward-looking statements made in this press release. These risks and uncertainties include those discussed under the captions “Risk Factors” and “Management’s Discussion and Analysis of Financial Condition and Results of Operation” and elsewhere in BillionToOne’s most recently filed quarterly report on Form 10Q and other filings we make with the Securities and Exchange Commission from time to time. The forward-looking statements in this press release are based on information available to BillionToOne as of the date hereof, and BillionToOne disclaims any obligation to update any forward-looking statements provided to reflect any change in its expectations or any change in events, conditions, or circumstances on which any such statement is based, except as required by law. These forward-looking statements should not be relied upon as representing BillionToOne’s views as of any date subsequent to the date of this press release.

Investor Contact
ir@billiontoone.com

Media Contact 
billiontoone@moxiegrouppr.com


FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What revenue did BillionToOne (BLLN) guide for full year 2026?

BillionToOne guided $415 million to $430 million in total revenue for 2026.

How much growth did BillionToOne (BLLN) project for 2026 versus 2025?

The company projected 40% to 45% growth versus the midpoint of 2025 guidance.

Did BillionToOne (BLLN) forecast GAAP operating income for 2026?

Yes. BillionToOne guided to positive GAAP operating income for full year 2026.

What is BillionToOne's (BLLN) reiterated 2025 revenue guidance?

BillionToOne reiterated full year 2025 revenue guidance of $293 million to $299 million.

What did BillionToOne management say about 2026 strategy for BLLN?

Management said they plan to scale their molecular diagnostics platform and deliver a durable, high-quality growth profile in 2026.

Keep reading