BillionToOne Management
Management criteria checks 3/4
We currently do not have sufficient information about the CEO.
Key information
Oguzhan Atay
Chief executive officer
US$19.7m
Total compensation
| CEO salary percentage | 1.89% |
| CEO tenure | no data |
| CEO ownership | 5.0% |
| Management average tenure | 3.1yrs |
| Board average tenure | 4.4yrs |
Recent management updates
Recent updates
BillionToOne: A Softer Quarter After Heightened Expectations
Summary BillionToOne experienced a sharp post-earnings sell-off despite maintaining full-year guidance and strong year-over-year revenue growth. Second quarter results showed slowing sequential growth, softer average selling prices, and significant margin compression versus Q1. The company trades at ~10x sales, a premium to May levels, with the growth story intact but near-term valuation less attractive. I remain on the sidelines, watching for further dips before re-engaging, as commercial traction and platform superiority still appeal. Read the full article on Seeking Alpha
BLLN: Future Testing Pipeline And Index Inclusion Will Shape Outlook
Analysts have lowered their 12 month price target for BillionToOne from $110.00 to $90.00 as they apply a slightly higher discount rate and more moderate revenue growth assumptions, partially offset by a stronger projected profit margin and a lower future P/E multiple. What’s in the News for BillionToOne BillionToOne reported second quarter 2026 results, with revenue driven by prenatal and oncology testing, and reiterated its 2026 full year revenue guidance.
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...CEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | US$33m |
| Mar 31 2026 | n/a | n/a | US$25m |
| Dec 31 2025 | US$20m | US$372k | US$3m |
| Sep 30 2025 | n/a | n/a | -US$14m |
| Jun 30 2025 | n/a | n/a | -US$31m |
| Mar 31 2025 | n/a | n/a | -US$38m |
| Dec 31 2024 | US$371k | US$304k | -US$42m |
Compensation vs Market: Oguzhan's total compensation ($USD19.68M) is above average for companies of similar size in the US market ($USD6.99M).
Compensation vs Earnings: Oguzhan's compensation has been consistent with company performance over the past year.
CEO
Oguzhan Atay (37 yo)
Dr. Oguzhan Atay, Ph D., is a Co-founder, Chairman, Chief Executive Officer and Director at Billiontoone, Inc. and served as its Chief Financial Officer and served as its President. He joined Billiontoone,...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Co-Founder | no data | US$19.68m | 5.04% $ 223.8m | |
| Co-Founder | no data | US$10.04m | 4.93% $ 218.7m | |
| Chief Administrative Officer | 1.1yrs | US$3.53m | no data | |
| Chief Financial Officer | 2.6yrs | US$2.06m | 0% $ 0 | |
| VP of Business Operations & Chief of Staff | 1yr | no data | no data | |
| Chief Compliance Officer | 3.8yrs | no data | 0.0015% $ 65.7k | |
| Senior Vice President of Sales & Commercial Operations | no data | US$641.15k | 0.015% $ 648.8k | |
| Vice President of Marketing | 1.6yrs | no data | no data | |
| Senior Director of People Operations | 4.6yrs | no data | no data | |
| Chief Product Officer | 5.4yrs | no data | 0.42% $ 18.8m | |
| Chief Medical Officer of Oncology | 3.6yrs | no data | no data | |
| Senior Vice President of Laboratory Operations | no data | no data | 0.059% $ 2.6m |
Experienced Management: BLLN's management team is considered experienced (3.1 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Co-Founder | no data | US$19.68m | 5.04% $ 223.8m | |
| Co-Founder | no data | US$10.04m | 4.93% $ 218.7m | |
| Independent Director | 7.6yrs | US$917.91k | 0.069% $ 3.0m | |
| Independent Director | 4.4yrs | US$919.85k | no data | |
| Independent Director | less than a year | no data | no data | |
| Lead Independent Director | 7.6yrs | US$922.19k | 0.061% $ 2.7m | |
| Independent Director | 2.3yrs | US$917.13k | 0.0057% $ 251.6k |
Experienced Board: BLLN's board of directors are considered experienced (4.4 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/08/14 04:58 |
| End of Day Share Price | 2026/08/14 00:00 |
| Earnings | 2026/06/30 |
| 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
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
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 10 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 |