BillionToOne (BLLN) CEO Atay Oguzhan Sells $1.8M of Stock
BillionToOne's CEO sold a significant number of shares amid recent trading below key averages.
Reviewed by automated data checks against the source filing. How we make and check alerts
Atay Oguzhan, Chairman and CEO at BillionToOne, Inc. ($BLLN), sold 19,334 shares at an average price of $94.31, worth about $1.82 million, on October 12, 2026. The trade was reported to the SEC in a Form 4 filing and was made under a pre-arranged Rule 10b5-1 trading plan.
Since the trade, $BLLN is up 5.4% to date (from the $93.07 close on Oct 12, 2026).
BLLN
BillionToOne, Inc.
Key Points
- On October 12, 2026, Atay Oguzhan, CEO of BillionToOne, Inc. (BLLN), sold 19,334 shares for about $1.82 million at an average price of $94.31 each.
- As of October 16, 2026, BLLN was trading around $97.58, which is below its 50-day moving average of $100.75 and well off its 52-week high of $150.44.
- BillionToOne has a strong buy consensus from analysts, with a mean price target of $129.00, indicating potential upside from its recent trading levels.
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Atay Oguzhan, the Chairman and CEO of BillionToOne, Inc. (BLLN), sold 19,334 shares on October 12, 2026, for approximately $1.82 million at an average price of $94.31. This sale was made under a planned transaction.
Inside Atay Oguzhan's Trade
This recent sale adds to Atay's previous insider activity, where he sold 10,999 shares at $120.64 on September 28, 2026. The total value of his recent sale is significant compared to typical insider trades, reflecting a strategic move amid the company's current market position.
Other Institutional Activity in BillionToOne
Several other institutional investors have also been active in BillionToOne. Vanguard Portfolio Management LLC increased its holdings by 689,757 shares, totaling 840,970 shares worth about $82.5 million. Invesco Ltd. added 429,108 shares, bringing its total to 835,614 shares valued at approximately $81.99 million. Price (T.Rowe) Associates Inc. raised its stake by 272,807 shares, now holding 1,010,322 shares worth about $99.13 million. Meanwhile, BAILLIE GIFFORD & CO trimmed its position, reducing its shares by 358,602 to 901,420 shares valued at around $88.45 million.
BillionToOne, Inc. Stock Down 5.0%
As of October 16, 2026, BillionToOne's stock was trading at $97.58, which is below its 50-day moving average of $100.75 and significantly off its 52-week high of $150.44. The stock is currently about 24.4% below the mean price target set by analysts at $129.00, suggesting potential for recovery.
Recent Earnings
BillionToOne reported trailing twelve-month revenue of $397.41 million and an EPS of $0.63. The company has shown a revenue growth of 64.4% year-over-year, with a net margin of 8.3%. The next earnings report is scheduled for November 4, 2026.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
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Forward outlook
2 target cuts vs 0 raises.
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EPS & revenue
EPS beat estimates by 598.2%. Revenue beat estimates by 9.7%.
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Profit surprise
EBITDA beat sharply. Operating income beat sharply.
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Pre-earnings setup
Bar was high, analysts already very bullish.
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Analyst signal
2 target cuts.
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Earnings quality
Gross margin up 8.6 points. Operating margin up 20.4 points.
Earnings Call Summary
BillionToOne delivered a standout quarter with 108.4 million dollars in revenue, up 84 percent year over year, while achieving 16 percent operating profit margin and 24 percent adjusted EBITDA margin. Prenatal revenue hit 97.7 million dollars, up 72 percent, and oncology revenue nearly quintupled to 10.7 million dollars. The company launched Unity Confirm, a first noninvasive fetal cell confirmation test, and signed landmark payer contracts with Anthem and United, now covering 300 million lives. Gross margins expanded to 73 percent, up 9 percentage points year over year, driven by higher pricing per test and lower production costs despite growing oncology volume.
Guidance Management raised 2026 total revenue guidance to 445 to 465 million dollars, up 20 million dollars from prior March guidance. They expect 48 to 52 percent growth versus 2025 results. The raise reflects strong Q1 performance and new payer contracts expected to boost pricing per test over the rest of the year.
Negative report. Results or guidance disappointed and expectations are likely to move lower.
Insider Buying and Selling at BillionToOne, Inc.
In addition to Atay's recent sale, on October 5, 2026, John Roderick Ten Bosch sold 2,834 shares at an average price of $105.15, totaling approximately $298,000. Also, David Tsao, the Chief Technology Officer, sold 20,000 shares, valued at around $2.16 million, on the same day. These transactions reflect ongoing insider activity, with both sales occurring shortly before Atay's planned transaction.
Analysts Set New Price Targets
On October 1, 2026, Guggenheim maintained a Buy rating on BillionToOne with a revised price target of $128.00, up from $125.00. Earlier, on June 29, 2026, they initiated coverage with a Buy rating and a price target of $125.00. The consensus among analysts remains positive, with a strong buy recommendation and a mean target of $129.00 based on seven analyst opinions.
About BillionToOne
BillionToOne, Inc., headquartered in Menlo Park, California, is a precision diagnostics company focused on molecular diagnostics. It uses advanced technology to detect and measure DNA molecules, aiming to improve disease detection and treatment outcomes. This recent insider selling may indicate strategic adjustments as the company continues to navigate its growth in the healthcare sector.
Bottom Line
Investors should keep an eye on BillionToOne as it approaches its next earnings date on November 4, 2026. With significant insider activity and a strong analyst consensus, the company's future performance will be important to watch.
Related Filing Alerts
Source: Atay Oguzhan's Form 4 filing on $BLLN (Oct 12, 2026). Find the original filing: BLLN Form 4 filings on SEC EDGAR. Written by software, not financial advice. How we make alerts