BillionToOne, Inc. (BLLN) shares caught fire in premarket trading Tuesday, riding what appears to be continued momentum from Monday's guidance announcement. The excitement didn't quite carry through the opening bell though, with shares flattening as the regular session kicked off.
Aggressive Growth Plans Take Center Stage
The buzz stems from Monday's financial guidance update, where BillionToOne laid out an ambitious roadmap. For fiscal 2025, the company stood by its previous revenue target of $293 million to $299 million, while maintaining expectations for positive GAAP operating income.
The real headline grabber was the 2026 outlook. Management introduced first-time guidance calling for total revenue between $415 million and $430 million. That's roughly 40% to 45% growth compared to the midpoint of this year's guidance range, which is the kind of expansion trajectory that gets investors' attention. The company also expects to stay in the black with positive GAAP operating income throughout 2026.
According to the company, the 2026 projections reflect plans to scale its platform through disciplined execution and a targeted roadmap designed to tackle clinical challenges in its space.