BillionToOne Future Growth
Future criteria checks 4/6
BillionToOne is forecast to grow earnings and revenue by 30.6% and 19% per annum respectively. EPS is expected to grow by 20.8% per annum. Return on equity is forecast to be 18% in 3 years.
Key information
30.6%
Earnings growth rate
20.77%
EPS growth rate
| Healthcare earnings growth | 18.8% |
| Revenue growth rate | 19.0% |
| Future return on equity | 17.97% |
| Analyst coverage | Good |
| Last updated | 22 Jul 2026 |
Recent future growth updates
Recent updates
BillionToOne: The Guidance Looks Conservative, The Price Does Not
Summary BillionToOne is a GAAP-profitable molecular diagnostics IPO with a scalable platform and rapid revenue growth. BLLN’s QCT technology improves DNA test accuracy, enabling strong prenatal market share and promising oncology expansion. Integration with Epic and major insurance contracts position BLLN for accelerated adoption and revenue upside beyond conservative guidance. BLLN trades at ~15x 2026 sales, with 73% gross margin and 16% operating margin, reflecting both profitability and high growth expectations. Read the full article on Seeking Alpha
BLLN: Oncology Leadership And Liquid Biopsy Data Will Shape Balanced Outlook
Analysts have raised their price target for BillionToOne from $117.71 to $122.14, reflecting updated assumptions around fair value, revenue, profit margins, and future P/E estimates. What’s in the News for BillionToOne BillionToOne appointed Ethan Dmitrovsky, MD, as Chief Medical Officer, Oncology, to lead medical strategy for the Northstar liquid biopsy portfolio as it expands clinical adoption and moves into the minimal residual disease space, according to a company announcement.
BLLN: Earlier Cancer Progression Detection Will Support Stronger Long-Term Profitability
Analysts have reduced their BillionToOne price target from $160.00 to $145.00, reflecting updated assumptions around revenue growth, profit margins, and a lower projected future P/E multiple. What’s in the News for BillionToOne BillionToOne published a peer-reviewed study on its Northstar Response assay, reporting that molecular progression detected by Northstar Response was a stronger predictor of survival than standard-of-care imaging in patients with advanced solid tumors receiving immunotherapy, and that it identified cancer progression a median of 62 days earlier than clinicoradiographic methods.BLLN: Index Inclusion And Prenatal Testing Launch Will Shape Fair Outlook
Analysts have trimmed their price target for BillionToOne from about $135.29 to $117.71, citing updated assumptions for growth, profitability, discount rate, and future P/E that shift the risk and return balance for the stock. What’s in the News for BillionToOne BillionToOne was added to the S&P Health Care Services Select Industry Index, according to an index constituent update.BillionToOne's (NASDAQ:BLLN) Earnings May Just Be The Starting Point
BillionToOne, Inc.'s ( NASDAQ:BLLN ) strong earnings report was rewarded with a positive stock price move. We have done...Earnings and Revenue Growth Forecasts
| Date | Revenue | Earnings | Free Cash Flow | Cash from Op | Avg. No. Analysts |
|---|---|---|---|---|---|
| 12/31/2028 | 732 | 108 | 143 | 220 | 5 |
| 12/31/2027 | 577 | 70 | 71 | 133 | 8 |
| 12/31/2026 | 454 | 52 | 57 | 85 | 8 |
| 3/31/2026 | 355 | 25 | 26 | 37 | N/A |
| 12/31/2025 | 305 | 3 | 16 | 25 | N/A |
| 9/30/2025 | 254 | -11 | -4 | 5 | N/A |
| 6/30/2025 | 209 | -27 | -23 | -14 | N/A |
| 3/31/2025 | 177 | -38 | -34 | -27 | N/A |
| 12/31/2024 | 153 | -42 | -47 | -41 | N/A |
| 12/31/2023 | 72 | -83 | -60 | -54 | N/A |
Analyst Future Growth Forecasts
Earnings vs Savings Rate: BLLN's forecast earnings growth (30.6% per year) is above the savings rate (3.5%).
Earnings vs Market: BLLN's earnings (30.6% per year) are forecast to grow faster than the US market (17% per year).
High Growth Earnings: BLLN's earnings are expected to grow significantly over the next 3 years.
Revenue vs Market: BLLN's revenue (19% per year) is forecast to grow faster than the US market (12.5% per year).
High Growth Revenue: BLLN's revenue (19% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: BLLN's Return on Equity is forecast to be low in 3 years time (18%).
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Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/07/29 21:25 |
| End of Day Share Price | 2026/07/29 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
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Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
BillionToOne, Inc. is covered by 9 analysts. 8 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Mark Massaro | BTIG |
| Subhalaxmi Nambi | Guggenheim Securities, LLC |
| Tycho Peterson | Jefferies LLC |