Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Billiontoone Inc (BLLN)
NASDAQHealth CareMedical - Diagnostics & ResearchSnapshot 2026-11-04
$112.39-1.32%
Close 2026-11-05 · 1-day change
NASDAQHealth CareMedical - Diagnostics & ResearchSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
1.02 → 1.00 EPS · FY ending Dec 31, 2027 · 4 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 4 to 4; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for BLLN yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Manage financial obligations without harming growth | A supporting condition in Billiontoone Inc's published investment case. The stated target is No material financial distress or harmful obligations. | Intact | Material financial obligations impair growth or liquidity | Qualitative: No distress reported Q3 2026 EPS $0.32 beat; revenue $123M beat. New lease supports growth capacity. Nov 4, 2026Last status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Next earnings date unavailable
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Review earningsObserved price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
This is a high-growth healthcare business with improving profitability, rather than a mature, steady compounder. The multi-year view is intact, with stable management and a supportive sector backdrop, but profitability progress is mixed and confidence in the evidence is medium.
BLLN is expensive versus peers, with a reported premium of 1.79 times and a re-rating identified as the main valuation driver. The expectations gap is elevated, but the evidence says the valuation is expensive without the full combination of weak fundamentals and turbulent conditions.
Near term, revenue growth and positive operating income support the business setup: management reaffirmed 2026 revenue guidance of $450 million to $465 million, and recent quarterly revenue rose to $109.4 million. Operating income remains positive, though it fell from $17.8 million in 2026-Q1 to $5.5 million in 2026-Q2; product launches add potential, but their financial impact is not yet quantified.
A key near-term test is whether management maintains its reaffirmed guidance, since a cut could lead estimates to be revised lower. Weaker employment data could weigh on cyclical healthcare names, while continued earnings strength and higher guidance from sector bellwethers could support sector momentum.
For the next one to three years, BLLN’s thesis rests on sustained revenue growth, durable positive operating income, and execution against its product roadmap. Its expensive valuation leaves less room for execution to disappoint, while the available evidence on valuation has low model confidence. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| A supporting condition in Billiontoone Inc's published investment case. The stated target is >= $0.87 per share. |
| Intact |
| EPS falls below $0.80 in FY26 |
Diluted EPS: $0.32 per share FY2026-Q3; GAAP. Published target: >= $0.87 per share. Annual target cannot be compared with a quarterly or TTM observation. Nov 4, 20260.32 USD/share · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
2026 revenue reaches $450M to $465M | A primary condition in Billiontoone Inc's published investment case. The stated target is >= $450M and <= $465M. | Intact | revenue falls below $450M in FY26 | Revenue: $122.981M FY2026-Q3; GAAP. Published target: >= $450M and <= $465M. Annual target cannot be compared with a quarterly or TTM observation. Nov 4, 2026122,981,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$1.03 → $1.00 · observed estimates
$0.58B → $0.57B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $1.03 | $576,998,650 | 2 / 8 |
| 2026-07-25 | $1.03 | $576,998,650 | 2 / 8 |
| 2026-07-26 | $1.03 | $576,998,650 | 2 / 8 |
| 2026-07-27 | $1.03 | $576,998,650 | 2 / 8 |
| 2026-07-28 | $1.03 | $576,998,650 | 2 / 8 |
| 2026-07-29 | $1.03 | $576,998,650 | 2 / 8 |
| 2026-07-30 | $1.03 | $576,998,650 | 2 / 8 |
| 2026-07-31 | $1.03 | $576,998,650 | 2 / 8 |
| 2026-08-01 | $1.21 | $577,283,874 | 4 / 6 |
| 2026-08-02 | $1.03 | $576,998,650 | 2 / 8 |
| 2026-08-03 | $1.03 | $576,998,650 | 2 / 8 |
| 2026-08-04 | $1.03 | $576,998,650 | 2 / 8 |
| 2026-08-05 | $1.03 | $576,998,650 | 2 / 8 |
| 2026-08-06 | $1.03 | $576,998,650 | 2 / 8 |
| 2026-08-07 | $1.07 | $578,299,175 | 3 / 6 |
| 2026-08-08 | $0.70 | $579,034,260 | 1 / 8 |
| 2026-08-09 | $0.70 | $579,034,260 | 1 / 8 |
| 2026-08-10 | $0.70 | $579,034,260 | 1 / 8 |
| 2026-08-11 | $1.33 | $579,309,260 | 1 / 8 |
| 2026-08-12 | $1.33 | $576,121,760 | 1 / 8 |
| 2026-08-13 | $1.33 | $576,121,760 | 1 / 8 |
| 2026-08-14 | $1.07 | $578,299,175 | 3 / 6 |
| 2026-08-15 | $1.07 | $578,299,175 | 3 / 6 |
| 2026-08-16 | $1.07 | $578,299,175 | 3 / 6 |
| 2026-08-17 | $1.07 | $578,299,175 | 3 / 6 |
| 2026-08-18 | $1.07 | $578,299,175 | 3 / 6 |
| 2026-08-19 | $1.07 | $578,299,175 | 3 / 6 |
| 2026-08-20 | $1.04 | $576,050,000 | 4 / 6 |
| 2026-08-21 | $1.04 | $576,050,000 | 4 / 6 |
| 2026-08-22 | $1.04 | $576,050,000 | 4 / 6 |
| 2026-08-23 | $1.04 | $576,050,000 | 4 / 6 |
| 2026-08-24 | $1.04 | $576,050,000 | 4 / 6 |
| 2026-08-25 | $1.04 | $576,050,000 | 4 / 6 |
| 2026-08-26 | $1.04 | $576,050,000 | 4 / 6 |
| 2026-08-27 | $1.04 | $576,050,000 | 4 / 6 |
| 2026-08-28 | $1.04 | $576,050,000 | 4 / 6 |
| 2026-08-29 | $1.04 | $576,056,951 | 4 / 6 |
| 2026-08-30 | $1.04 | $576,056,951 | 4 / 6 |
| 2026-08-31 | $1.04 | $576,056,951 | 4 / 6 |
| 2026-09-01 | $1.04 | $576,056,951 | 4 / 6 |
| 2026-09-02 | $1.04 | $576,056,951 | 4 / 6 |
| 2026-09-03 | $1.04 | $576,287,056 | 4 / 7 |
| 2026-09-04 | $1.04 | $576,287,056 | 4 / 7 |
| 2026-09-05 | $1.04 | $576,287,056 | 4 / 7 |
| 2026-09-06 | $1.04 | $576,287,056 | 4 / 7 |
| 2026-09-07 | $1.04 | $576,287,056 | 4 / 7 |
| 2026-09-08 | $1.04 | $576,287,056 | 4 / 7 |
| 2026-09-09 | $1.04 | $576,287,056 | 4 / 7 |
| 2026-09-10 | $1.04 | $576,287,056 | 4 / 7 |
| 2026-09-11 | $1.04 | $576,287,056 | 4 / 7 |
| 2026-09-12 | $1.04 | $576,287,056 | 4 / 7 |
| 2026-09-13 | $1.04 | $576,287,056 | 4 / 7 |
| 2026-09-14 | $1.04 | $576,287,056 | 4 / 7 |
| 2026-09-15 | $1.04 | $576,287,056 | 4 / 7 |
| 2026-09-16 | $1.04 | $576,287,056 | 4 / 7 |
| 2026-09-17 | $1.04 | $576,287,056 | 4 / 7 |
| 2026-09-18 | $1.04 | $576,287,056 | 4 / 7 |
| 2026-09-19 | $1.04 | $576,287,056 | 4 / 7 |
| 2026-09-20 | $1.04 | $576,287,056 | 4 / 7 |
| 2026-09-21 | $1.04 | $576,287,056 | 4 / 7 |
| 2026-09-22 | $1.04 | $576,287,056 | 4 / 7 |
| 2026-09-23 | $1.04 | $576,287,056 | 4 / 7 |
| 2026-09-24 | $1.04 | $576,287,056 | 4 / 7 |
| 2026-09-25 | $1.04 | $576,287,056 | 4 / 7 |
| 2026-09-26 | $1.04 | $576,287,056 | 4 / 7 |
| 2026-09-27 | $1.04 | $576,287,056 | 4 / 7 |
| 2026-09-28 | $1.04 | $576,287,056 | 4 / 7 |
| 2026-09-29 | $1.04 | $576,287,056 | 4 / 7 |
| 2026-09-30 | $1.04 | $576,287,056 | 4 / 7 |
| 2026-10-01 | $1.04 | $576,287,056 | 4 / 6 |
| 2026-10-02 | $1.02 | $573,672,938 | 4 / 6 |
| 2026-10-03 | $1.02 | $573,672,938 | 4 / 6 |
| 2026-10-04 | $1.02 | $573,672,938 | 4 / 6 |
| 2026-10-05 | $1.02 | $573,672,938 | 4 / 6 |
| 2026-10-06 | $1.02 | $573,672,938 | 4 / 6 |
| 2026-10-07 | $1.02 | $573,672,938 | 4 / 6 |
| 2026-10-08 | $1.02 | $573,672,938 | 4 / 6 |
| 2026-10-09 | $1.02 | $573,672,938 | 4 / 6 |
| 2026-10-10 | $1.02 | $573,672,938 | 4 / 6 |
| 2026-10-11 | $1.02 | $573,672,938 | 4 / 6 |
| 2026-10-12 | $1.02 | $573,672,938 | 4 / 6 |
| 2026-10-13 | $1.02 | $573,672,938 | 4 / 6 |
| 2026-10-14 | $1.02 | $573,672,938 | 4 / 6 |
| 2026-10-15 | $1.00 | $573,760,944 | 4 / 6 |
| 2026-10-16 | $1.00 | $573,760,944 | 4 / 6 |
| 2026-10-17 | $1.00 | $573,760,944 | 4 / 6 |
| 2026-10-18 | $1.00 | $573,760,944 | 4 / 6 |
| 2026-10-19 | $1.00 | $573,760,944 | 4 / 6 |
| 2026-10-20 | $1.00 | $573,744,957 | 4 / 6 |
| 2026-10-21 | $1.00 | $573,744,957 | 4 / 6 |
| 2026-10-22 | $1.00 | $573,744,957 | 4 / 6 |
| 2026-10-23 | $1.00 | $573,744,957 | 4 / 6 |
| 2026-10-24 | $1.00 | $573,744,957 | 4 / 6 |
| 2026-10-25 | $1.00 | $573,744,957 | 4 / 6 |
| 2026-10-26 | $1.00 | $573,744,957 | 4 / 6 |
| 2026-10-27 | $1.00 | $573,744,957 | 4 / 6 |
| 2026-10-28 | $1.00 | $573,744,957 | 4 / 6 |
| 2026-10-29 | $1.00 | $573,744,957 | 4 / 6 |
| 2026-10-30 | $1.00 | $573,744,957 | 4 / 6 |
| 2026-10-31 | $1.00 | $573,744,957 | 4 / 6 |
| 2026-11-01 | $1.00 | $573,744,957 | 4 / 6 |
| 2026-11-02 | $1.00 | $573,744,957 | 4 / 6 |
| 2026-11-03 | $1.00 | $573,744,957 | 4 / 6 |
| 2026-11-04 | $1.00 | $573,744,957 | 4 / 6 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 7 Buy / Strong Buy · 1 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
2 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.