BillionToOne, Inc. (BLLN): one to watch?

Watch, don't rush — the crash was a growth-deceleration scare, not a broken business, but it's still priced for perfection.

👀 WATCH Fundamentals57/100

Fell 38% in 8 trading day(s) — now $93.33

$150$62.0 peak $150 20252026

Why BLLN dropped

BillionToOne crashed after Q2 2026 earnings because, despite revenue growth of 64% in Q2, the company reiterated its full-year outlook despite the strong revenue growth, which the market read as a signal that second-half growth will slow sharply — second-half growth guided to roughly 29% to 38%, down from 74% first-half growth.

Fwd P/E 70.2Op margin 5.0%Rev growth 64.4%Debt/equity 26.8%Analyst upside 28.3%
How this scored 57/100
✅ Passes all 4 hard checks — profitable, cash-generative, and financially survivable.
Makes money Net profit margin 8.3%
Generates cash Free cash flow $12M
Not drowning in debt Debt/equity 26.8% (limit 200%)
Can pay its bills Current ratio 11.7 (needs 1+)

Bar length shows how much each metric is worth — a 10-point metric is twice as wide as a 5-point one. Hover any row for what it means.

Profitability Does it actually make money? 7/25
Operating margin 5.0% 2/9
Net profit margin 8.3% 3/8
Return on equity 10.7% 2/8
Growth Is it getting bigger, or dying? 19/25
Revenue growth 64.4% 9/9
Earnings growth unknown 2/8
Expected profit change 84.7% 8/8
Value Is it cheap right now? 6/25
Forward P/E 70.2 0/10
PEG ratio unknown 2/8
Analyst target upside 28.3% 3/7
Balance sheet Will it survive? 25/25
Debt / equity 26.8% 10/10
Current ratio 11.7 8/8
Free cash flow $12M 7/7

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Analysis generated by SmartStonks's AI from public fundamentals and news, first flagged 2026-08-17. Research only — not financial advice.