BillionToOne (BLLN) CEO Oguzhan Atay Sells $516K of Stock
BillionToOne Chairman and CEO Oguzhan Atay sold 5,150 shares of stock on October 15, 2026, according to an SEC Form 4 filing.
Reviewed by automated data checks against the source filing. How we make and check alerts
Oguzhan Atay, Chairman and CEO at BillionToOne, Inc. ($BLLN), sold 5,150 shares at an average price of $100.23, worth about $516,188.62, on October 15, 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 down 4.5% to date (from the $102.73 close on Oct 15, 2026).
BLLN
BillionToOne, Inc.
Key Points
- Chairman and CEO Oguzhan Atay sold 5,150 shares of BillionToOne, Inc. stock on October 15, 2026, valued at approximately $516,188.
- The precision diagnostics company reported trailing twelve-month revenue of $397.4 million with an EPS of $0.63.
- Several institutional funds adjusted their holdings recently, while analysts maintain a strong buy consensus with a mean target of $129.00.
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BillionToOne, Inc. Chairman and CEO Oguzhan Atay sold 5,150 shares of the company's stock on October 15, 2026. According to a Form 4 filed with the Securities and Exchange Commission, the shares were sold at an average price of $100.23, for a total value of $516,188.62. This pre-arranged transaction follows prior sales by company insiders earlier in the month.
Inside Oguzhan Atay's BillionToOne Trade
The planned sale executed by Atay involved 5,150 shares of BillionToOne, Inc. stock at $100.23 per share. The stock closed at $102.73 on the day of the trade, October 15, 2026. This filing adds to a series of insider transactions recorded at the diagnostics company over recent weeks.
Other Institutional Activity in BillionToOne, Inc.
Adams Street Partners, LLC held its ground with 1,711,430 shares valued at $167,925,516 with no change in its position. BAILLIE GIFFORD & CO cut its stake by 358,602 shares, ending with 901,420 shares worth about $88,447,332. Neuberger Berman Group, LLC grew its holdings by 55,033 shares, ending with 764,215 shares worth about $74,984,777. BAMCO Inc. increased its stake by 593 shares, holding 742,093 shares valued at $72,814,167. Wasatch Advisors LP trimmed its position by 10,828 shares, leaving it with 507,258 shares worth about $49,772,156.
BillionToOne, Inc. Stock Down 5.0%
The company's shares recently traded around $97.58, which is below the event-day close of $102.73 recorded on October 15, 2026. The stock trades below its 50-day moving average of $100.74, but remains above its 200-day moving average of $95.49. Over the past year, the equity has traded between a low of $61.96 and a high of $150.44.
Recent Earnings
BillionToOne reported trailing twelve-month revenue of $397,412,000 and earnings of $0.63 per share. The healthcare firm posted a net margin of 8.3% alongside a return on equity of 10.7%. Revenue grew 64.4% year-over-year, supported by strong demand for its molecular counting platform. The company's next financial update 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.
Officer Ten Bosch John Roderick sold 2,834 shares on October 5, 2026, for $297,995. Chief Technology Officer David Tsao sold 20,000 shares on October 5, 2026, valued at $2,162,950. Additionally, Oguzhan Atay sold 19,334 shares on October 12, 2026, in a transaction valued at $1,823,449.
Analysts Set New Price Targets
Guggenheim initiated coverage with a buy rating and a $125.00 target on June 29, 2026, and later maintained its buy rating while raising its target to $128.00 on October 1, 2026. JP Morgan maintained an overweight rating with a $130.00 target on August 6, 2026. BTIG maintained a buy rating with a $130.00 target on August 6, 2026. Canaccord Genuity initiated a buy rating with a $120.00 target on September 2, 2026. Overall, the stock carries a strong buy consensus from seven analysts with a mean price target of $129.00.
About BillionToOne, Inc.
Headquartered in Menlo Park, California, BillionToOne operates as a precision diagnostics company that quantifies biology to create molecular tests. Its proprietary platform detects and measures DNA molecules at the single-count level to improve disease detection in healthcare. The firm employs 713 people and maintains a market capitalization of approximately $4.63 billion.
Bottom Line
Investors will look toward the upcoming financial results on November 4, 2026, for further updates on top-line growth and profitability. Regular Form 4 filings will continue to track executive share activity following this latest sale.
Related Filing Alerts
Source: Oguzhan Atay's Form 4 filing on $BLLN (Oct 15, 2026). Read the original filing: Form 4 filing on SEC EDGAR. Written by software, not financial advice. How we make alerts