BillionToOne Provides Guidance for 2026
Rhea-AI Summary
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.
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.
News Market Reaction
On the day this news was published, BLLN gained 15.37%, reflecting a significant positive market reaction. Argus tracked a peak move of +11.8% during that session. Our momentum scanner triggered 29 alerts that day, indicating elevated trading interest and price volatility. This price movement added approximately $620M to the company's valuation, bringing the market cap to $4.65B at that time.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Market Reality Check
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Jan 06 | Clinical trial update | Positive | -0.1% | Northstar Select chosen as liquid biopsy test with high sensitivity and coverage. |
| Dec 23 | Conference participation | Neutral | -9.6% | Announcement of management presenting at J.P. Morgan Healthcare Conference. |
| Dec 09 | Board appointment | Positive | +4.7% | Appointment of experienced CFO Anthony Pagano as Audit Committee Chair. |
| Dec 09 | Earnings and guidance | Positive | +4.7% | Strong Q3 2025 growth, improved margins, and positive operating income outlook. |
| Dec 02 | Earnings date notice | Neutral | +1.7% | Scheduling announcement for Q3 2025 results release and conference call. |
Recent fundamentally positive updates often saw mixed or negative next-day reactions, while neutral scheduling/participation headlines also coincided with notable price moves.
Over the past months, BillionToOne reported strong Q3 2025 results with $83.5M revenue and issued full-year 2025 guidance, which coincided with a positive price reaction. A subsequent board appointment and audit chair naming on Dec 9, 2025 also aligned with gains. By contrast, a clinical trial collaboration update in Jan 2026 and news of participation in the 44th Annual J.P. Morgan Healthcare Conference saw negative reactions. Today’s 2026 guidance builds directly on the earlier 2025 outlook and profitability commentary.
Market Pulse Summary
The stock surged +15.4% in the session following this news. 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 Terms
molecular diagnostics medical
gaap financial
AI-generated analysis. Not financial advice.
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
Full Year 2026 Guidance
- Full year 2026 total revenue of
$415 million to$430 million , representing growth of40% to45% 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
What revenue did BillionToOne (BLLN) guide for full year 2026?
How much growth did BillionToOne (BLLN) project for 2026 versus 2025?
Did BillionToOne (BLLN) forecast GAAP operating income for 2026?
What is BillionToOne's (BLLN) reiterated 2025 revenue guidance?
What did BillionToOne management say about 2026 strategy for BLLN?
