Should You Dive In This Mid Cap Healthcare Tech Stock-BLLN

Acrobull UK Advisory Services Ltd.

January 08			2026
BilliontoOne Inc.	Ticker	Sector/Industry		Market Cap	Risk Factor
Gloo Holdings Inc.	BLLN-NASDAQ	Technology-Healthcare		$4.094 Billion	Medium

BillionToOne, Inc. is a precision diagnostics company that applies quantitative molecular biology to develop advanced diagnostic solutions. The company’s proprietary molecular counting platform enables highly accurate detection and quantification of DNA molecules at the single-molecule level, supporting earlier and more precise disease detection.

Recent Highlights

CEO Statement- This quarter reinforced our view about how a unique, innovative technology combined with disciplined execution can drive a differentiated financial profile in molecular diagnostics,” said Dr. Oguzhan Atay, Co-founder and CEO of BillionToOne.

The incredible strength and momentum across our prenatal and oncology businesses reflects a deliberate commitment to scientific rigor paired with resourceful, step-by-step execution. We continue to earn the trust of providers, patients, payors, and health systems, and rapidly grow our test volumes by solving unmet clinical needs. As we begin our path as a public company, we remain guided by the same principles we started with—relentless focus and an unwavering commitment to re-defining molecular diagnostics.

Third Quarter 2025 Highlights

Total Revenue: Total revenue for the third quarter of 2025 was $83.5 million, representing a 117% increase compared with $38.4 million in the third quarter of 2024.

Prenatal Clinical Testing Revenue: Prenatal clinical testing revenue totaled $74.1 million in the third quarter of 2025, reflecting a 102% increase year over year.

Oncology Clinical Testing Revenue: Oncology clinical testing revenue reached $8.7 million in the third quarter of 2025, representing a 7.6-fold increase from $1.1 million in the same period last year and a 76% sequential increase from $4.9 million in the second quarter of 2025.

Gross Margin: Gross margin was 70% in the third quarter of 2025, compared with 53% in the third quarter of 2024, reflecting a 17 percentage-point year-over-year improvement.

Test Volume: A total of 162,900 tests were accessioned in the third quarter of 2025, compared with 107,900 tests in the third quarter of 2024, representing a 51% year-over-year increase.

Stock Observation- The company expects continued growth driven by strong momentum in prenatal and oncology testing, increasing test volumes, and expanding market adoption. Management believes recent revenue growth and margin expansion position the company to further scale operations and deliver sustained long-term value.

Risk Involved- Financial performance of the company may have an impact on the company stock performance.

Considering all the factors and financials of the company Acrobull UK maintains Buy for the stock.

Disclaimer- Though our research is fundamentally and technically based on Acrobull UK only provides general advice on the stocks and it is imperative for the investors to do the risk assessment for themselves before investing as Acrobull UK would not be liable for any loss or profit arising out through the investment made by the investors on our recommendations.

It is also advisable for the investors to consult with Financial Advisor, Broker or to seek any legal assistance as the research conducted by Acrobull UK is factually based and recommendations are given in accordance with that, but it is imperative to understand that Acrobull UK does not guarantee returns.

Acrobull UK Recommendation Based on Evaluation

Current Market Price	$89.44 USD
Acrobull Recommendation	Buy $88.25 USD
Target Price	$98.25 USD
RSI Level	14 Day RSI 44
Total Shares Outstanding	41.22 million
Shares held by Insiders Shares Held By Institutional Investors Risk Factor Stop Loss	0.88% 3.29% Medium 5%