Interesting BILL Put And Call Options For April 17th
This article discusses interesting put and call options for BILL Holdings Inc. (BILL) expiring on April 17th. It highlights a put option at a $35.00 strike price, offering a potential 1.43% return (9.00% annualized) if it expires worthless. Additionally, it details a covered call strategy with a $50.00 strike price, yielding an 11.99% total return if the stock is called away, or a 2.62% boost (16.53% annualized) if it expires worthless.
BILL Holdings Inc (BILL) Trading Down 5.71% on Feb 17
BILL Holdings Inc (BILL) shares dropped 5.71% on February 17th, reaching an intraday low of $43.90 before closing at $44.31. This places the stock significantly below its 52-week high but above its 52-week low. Analysts forecast an average target price of $57.70, indicating a potential 30.24% upside, while GuruFocus estimates a fair value of $89.27.
After a 23% Fall In the Last 12 Months, Can BILL Holdings Stock Recover in 2026?
BILL Holdings delivered strong Q2 fiscal 2026 results with accelerated core revenue growth and expanding non-GAAP operating margins, raising full-year guidance. The company leverages AI across its platform to streamline financial operations for SMBs, leading to increased customer adoption and efficiency gains. Analysts project BILL stock could reach $67 by June 2028, implying a 42% return, driven by multiproduct adoption, embedded partnerships, and AI innovation despite potential P/E multiple compression.
BILL Stock Down 24%, Core Revenue Up 17%: Why a 14% Portfolio Bet Signals Conviction
Barington Companies Management significantly increased its holdings in BILL Holdings (NYSE:BILL) during the fourth quarter of 2025 by acquiring an additional 325,000 shares, bringing its stake to nearly 14% of its AUM. Despite BILL stock being down 24% over the past year, the company reported a 14% year-over-year increase in second-quarter revenue, with core revenue up 17%. This substantial investment suggests strong conviction by Barington in BILL's underlying business and financial infrastructure, even as its stock underperforms the market.
BILL Stock Down 24%, Core Revenue Up 17%: Why a 14% Portfolio Bet Signals Conviction
Barington Companies Management significantly increased its stake in BILL Holdings, acquiring 325,000 additional shares valued at an estimated $16.70 million. This substantial investment, representing nearly 14% of Barrington's reportable AUM, signals strong conviction despite BILL's stock being down 24% over the past year. The company reported a 14% year-over-year revenue increase in the second quarter, with core revenue up 17%, indicating robust underlying operational performance.
BILL Stock Down 24%, Core Revenue Up 17%: Why a 14% Portfolio Bet Signals Conviction
Barington Companies Management significantly increased its stake in BILL Holdings (NYSE:BILL), adding 325,000 shares in Q4 2025, bringing its total holding to nearly 14% of its assets under management. Despite BILL's stock being down 24% over the past year, the company demonstrated strong Q2 revenue growth, with core revenue up 17% year-over-year, and issued positive guidance for the full year. This substantial investment by Barington suggests strong conviction in BILL Holdings' underlying operational strength and future prospects, despite recent stock underperformance.
BILL Stock Down 24%, Core Revenue Up 17%: Why a 14% Portfolio Bet Signals Conviction
Barington Companies Management significantly increased its holding in BILL Holdings (NYSE:BILL) by adding 325,000 shares in Q4 2025, representing an estimated $16.70 million investment. This moved BILL to nearly 14% of Barington's AUM, signaling strong conviction despite the stock being down 24% over the past year. The company reported a 14% year-over-year revenue increase in Q2, with core revenue up 17%, indicating a healthy operating engine.
BILL Holdings Weighs Sale As Activists Push For Profitability Shift
BILL Holdings (NYSE:BILL) is reportedly exploring a sale, with private equity firm Hellman & Friedman in talks for an acquisition. This move comes as activist investors are pushing for improved profitability and changes, following significant stock declines over the past few years. The company's board is reviewing alternatives amid current losses, despite revenue growth, and aims to find a path to consistent profitability.
BILL sets Feb.–March investor talks, Morgan Stanley chat webcast
BILL (NYSE: BILL) announced its participation in three upcoming investor conferences in February and March 2026: the Susquehanna Technology Conference, the Morgan Stanley Technology, Media & Telecom Conference, and the Wolfe FinTech Forum. A live webcast of the Morgan Stanley event, where management will participate in a fireside chat, will be available on BILL's investor relations website. This engagement highlights BILL's proactive approach to investor communication and its continuous effort to connect with the financial community.
Bill weighs the best path to profits
Business payments company Bill Holdings is reportedly considering a sale after facing pressure from activist investors to improve profitability and make changes to its board. Private equity firm Hellman & Friedman has reportedly held talks about acquiring Bill, which provides software services to small and midsize companies. Analysts suggest a financial investor, likely a private equity firm, would be the most probable buyer, with an estimated takeout value of $59 to $70 per share.
Price-Driven Insight from (BILL) for Rule-Based Strategy
This article provides a price-driven analysis of Bill Holdings Inc. (NASDAQ: BILL) for rule-based trading strategies. It highlights a strong near-term sentiment with a neutral mid and long-term outlook, identifying an exceptional 51.7:1 risk-reward setup targeting a 15.4% gain. The piece also details specific institutional trading strategies, including position trading, momentum breakout, and risk hedging, alongside multi-timeframe signal analysis.
The 5 Most Interesting Analyst Questions From BILL's Q4 Earnings Call
BILL Holdings Inc. (BILL) reported a strong Q4 CY2025, beating analyst estimates on revenue and adjusted EPS, driven by AI-powered financial automation tools and robust transaction growth. The article highlights key analyst questions regarding AI disruption, growth sustainability, long-term pricing risks, strategic reviews, and the impact of pricing changes, along with management's responses. Analysts will monitor continued AI adoption, embedded finance partnerships, and execution on pricing optimization in future quarters.
ING Groep NV Invests $26.49 Million in BILL Holdings, Inc. $BILL
ING Groep NV recently acquired a new stake of 500,000 shares in BILL Holdings, Inc. (NYSE:BILL) valued at approximately $26.49 million, according to its latest 13F filing. Other institutional investors have also adjusted their positions in BILL, with hedge funds and institutional investors owning 97.99% of the company's stock. The article also provides a summary of recent analyst ratings, stock performance metrics, and insider trading activity for BILL Holdings, Inc.
Canaccord Genuity Raises Price Target for BILL to $77, Maintains Buy Rating | BILL Stock News
Canaccord Genuity has raised its price target for BILL Holdings (BILL) to $77 from $75, reaffirming a "Buy" rating, reflecting analyst Joseph Vafi's confidence in the company. This update comes amidst mixed analyst actions, with some firms lowering price targets while maintaining buy or market perform ratings. The average analyst price target for BILL is now $57.57, suggesting a 13.42% upside from its current price, while GuruFocus estimates a fair value of $89.03, indicating a 75.39% upside.
Jackson Square Partners LLC Reduces Stake in BILL Holdings, Inc. $BILL
Jackson Square Partners LLC significantly reduced its stake in BILL Holdings, Inc., selling 63.4% of its shares in the third quarter. Despite this reduction, BILL Holdings recently exceeded Q2 earnings and revenue estimates and raised its guidance for Q3 and FY26, leading to a strong stock performance. Analyst ratings are mixed but generally positive, with a consensus of "Moderate Buy" and a price target of $56.61.
BILL Skyrocketed 37% on Perfect Quarter: Why the Stock Could Reach $80 in 2026
BILL Holdings (BILL) saw its stock price surge 37% to $49 after reporting a "perfect quarter" with unexpected earnings growth and strong core revenue. TIKR's Advanced Valuation Model suggests the stock is still undervalued, with a target price of $74, indicating a 50.3% upside due to its strong growth and profitability. The company's raised full-year guidance and analysts' upgrades further support a positive outlook for the B2B fintech sector.
Ceera Investments LLC Boosts Position in BILL Holdings, Inc. $BILL
Ceera Investments LLC significantly increased its stake in BILL Holdings, Inc. by 96.5% during Q3 2025, now holding 47,190 shares valued at $2.5 million. This follows BILL's strong Q2 2026 performance, surpassing EPS and revenue estimates, leading to raised FY26 and Q3 guidance and a rally of its shares. The company maintains a "Moderate Buy" consensus rating with a target price of $56.61, highlighting continued institutional interest despite some mixed analyst sentiments and price target adjustments.
BILL Holdings: Fiscal Q2 Earnings Snapshot
BILL Holdings, Inc. reported a fiscal second-quarter loss of $2.6 million, or 3 cents per share, which exceeded Wall Street expectations after adjustments. The payment processing software company also beat revenue forecasts, posting $414.7 million. For the current fiscal third quarter, BILL Holdings anticipates earnings between 53 and 57 cents per share, with revenue ranging from $397.5 million to $407.5 million.
Why BILL (BILL) Stock Is Up Today
Shares of BILL (NYSE:BILL) jumped significantly after the company reported strong fourth-quarter 2025 results that exceeded analyst expectations and provided an optimistic financial outlook. The financial automation platform posted an adjusted profit of $0.64 per share on revenue of $414.7 million, and raised its full-year guidance. Adding to the positive momentum, reports suggest that private equity firm Hellman & Friedman is in discussions to acquire the company.
H&F Said In Talks for Buyout of Payments Firm Bill Holdings
Hellman & Friedman is reportedly in discussions to acquire business payments firm Bill Holdings Inc. This potential deal would mark another significant private equity buyout in the financial software sector. Bill Holdings is said to have attracted interest from other private equity firms as part of its ongoing sale process.
Bill Holdings surges on report Hellman & Friedman in talks to buy (BILL:NYSE)
Bill Holdings (BILL) stock surged by 32% following reports that private equity firm Hellman & Friedman is in discussions to acquire the payments company. The firms have been engaged in talks for several weeks. This news has created significant market interest in BILL.
BILL Holdings Surges 14% as Fiscal Q2 "Beat and Raise" Validates AI-First Fintech Pivot
BILL Holdings (NYSE: BILL) saw its shares jump over 14% after reporting strong fiscal Q2 2026 earnings, surpassing analyst expectations with a 17% core revenue growth and raising its full-year guidance. This "beat and raise" performance validates the company's aggressive "Agentic AI" integration into its financial automation platform for SMBs. The success of BILL's software-plus-payments model, despite a decline in float revenue, sets a new standard for the fintech sector, demonstrating how AI can drive sustainable growth without relying on macroeconomic factors.
BILL Holdings stock surges after above-consensus guidance, Q2 earnings beat
BILL Holdings (NYSE:BILL) shares rose significantly after the company provided Q3 and fiscal year 2024 guidance that exceeded analyst expectations and reported better-than-anticipated Q2 financial results. The company's strong performance and optimistic outlook led to a positive market response for its stock.
BILL Holdings, Inc. SEC 10-Q Report
BILL Holdings, Inc. has released its latest 10-Q report, showcasing significant financial and operational growth. The company reported increased revenue, gross profit, and total payment volume, along with a reduction in operating losses, despite a net income decrease attributed to macroeconomic conditions and restructuring. BILL also detailed its expansion through new product launches, including BILL AI, and strategic partnerships.
BILL Projects Q3 Revenue Above Market Expectations
BILL Holdings Inc. (BILL) forecasts Q3 revenue between $397.5 million and $407.5 million, exceeding market expectations of $395.15 million, driven by strong growth in its cloud-based payment and spend management solutions. Despite robust gross margins and a solid financial position, the company faces risks highlighted by a negative operating margin, a low Altman Z-Score, and a recent insider selling transaction. While valuation metrics suggest potential undervaluation and technical indicators point to an oversold stock, investors are advised to consider the high volatility and sector-specific challenges.
BILL (NYSE:BILL) Beats Expectations in Strong Q4 CY2025, Stock Jumps 12.2%
BILL Holdings Inc (NYSE:BILL) reported strong Q4 CY2025 results, with revenue of $414.7 million exceeding analyst expectations and sales growing 14.4% year-on-year. The company provided optimistic guidance for both next quarter's revenue and full-year adjusted EPS, leading to a 12.2% jump in stock price. Despite a softening in recent revenue growth compared to its five-year CAGR, the company's financial automation platform continues to resonate with small and midsize businesses.
BILL Holdings: Fiscal Q2 Earnings Snapshot
BILL Holdings, Inc. reported a fiscal second-quarter loss of $2.6 million, or 3 cents per share, which was a loss compared to a profit in the same period last year. However, adjusted earnings of 64 cents per share exceeded Wall Street estimates, as did the company's revenue of $414.7 million. BILL Holdings also provided optimistic guidance for the upcoming quarter and full year, despite its shares declining notably since the start of the year.
BILL Reports Second Quarter Fiscal Year 2026 Financial Results
BILL (NYSE: BILL) announced strong financial results for its second fiscal quarter ended December 31, 2025, with core revenue increasing by 17% year-over-year and total revenue up 14% to $414.7 million. The company reported a significant beat on revenue and profitability, serving nearly half a million businesses and processing $95 billion in total payment volume. BILL also provided positive guidance for Q3 FY26 and the full fiscal year 2026, anticipating continued growth in revenue and non-GAAP operating income.
Here's What Key Metrics Tell Us About BILL Holdings (BILL) Q2 Earnings
BILL Holdings (BILL) reported strong Q2 earnings for December 2025, with revenue up 14.4% year-over-year to $414.67 million and EPS of $0.64, surpassing analyst estimates. Key metrics like Total Payment Volume across its platforms and Businesses Using Solutions also exceeded expectations or met targets. Despite a recent stock decline, BILL Holdings currently holds a Zacks Rank #1 (Strong Buy), suggesting potential for outperformance.
Bill Com Holdings stock hits 52-week low at 36.41 USD
Bill Com Holdings Inc.'s stock recently hit a new 52-week low of $36.41, reflecting a 61.81% decline over the past year due to investor concerns and broader market pressures in the financial technology sector. This downturn comes amidst preparations for its Q2 fiscal 2026 earnings report, with BTIG maintaining a "Buy" rating while activist investors urge cost reductions and strategic alternatives for the company.
The Market Doesn't Like What It Sees From BILL Holdings, Inc.'s (NYSE:BILL) Revenues Yet As Shares Tumble 27%
BILL Holdings, Inc.'s shares have dropped 27% in the last month, contributing to a 61% loss over the past twelve months. Despite a low price-to-sales (P/S) ratio of 2.5x compared to the industry average, the market is reacting to the company's slower revenue growth and an inferior revenue outlook projected by analysts. This suppressed P/S ratio suggests investors foresee a less prosperous future for the company, warranting a deeper look into its fundamentals.
BILL (BILL) To Report Earnings Tomorrow: Here Is What To Expect
BILL Holdings Inc. (NYSE:BILL), a financial automation platform, is set to report earnings tomorrow. Analysts expect revenue to grow by 10.3% year-over-year to $400.1 million and adjusted earnings of $0.56 per share. Despite a strong history of beating revenue estimates, the stock has been impacted by a sector-wide downturn, with BILL's shares down 29.3% over the last month.
Why BILL Holdings (BILL) Is Down 21.2% After Activist Pressure And Board Turnover Intensify
BILL Holdings (BILL) has seen a significant 21.2% decline in its share price amidst activist pressure for cost cuts, board turnover, and ahead of its upcoming earnings report. Despite a new API partnership with Digits enhancing its automation narrative, the company faces governance risks and execution challenges, with some analysts suggesting further downside as its shares may still be trading above fair value. The article highlights the importance of the upcoming earnings and management's response to activist demands in shaping BILL's future.
Bill.com stock maintains Buy rating at BTIG ahead of earnings report
BTIG has reiterated its Buy rating and $60.00 price target for Bill.com Holdings Inc. ahead of its Q2 fiscal 2026 earnings report, citing strong valuation support from Capital One's acquisition of Brex and a clear path for Bill.com to improve its Rule of 40 metric. Despite recent stock declines, BTIG finds Bill.com's valuation attractive and expects another significant bottom-line beat, supported by the company's high gross profit margin and analysts predicting profitability this year. The firm anticipates mid-teens growth and significant EBIT margin expansion for Bill.com over the next few years.
BTIG Reiterates Buy Rating for BILL Holdings with $60 Price Target
BTIG analyst Andrew Harte has reiterated a "Buy" rating for BILL Holdings (BILL) and maintained a $60.00 price target, indicating continued confidence in the company's stock performance. This comes amidst other recent analyst ratings, including a lowered price target from Citigroup and raised target from Keefe, Bruyette & Woods. BILL Holdings, a provider of cloud-based payment and spend management software, currently has an average target price of $61.27 among 23 analysts, suggesting a 41.93% upside from its current price, with GuruFocus estimating an even higher potential upside based on its fair value calculations.
(BILL) Price Dynamics and Execution-Aware Positioning
This article analyzes Bill Holdings Inc. (NASDAQ: BILL), highlighting a weak near and mid-term sentiment but a neutral long-term outlook. It identifies support levels being tested and potential resistance, alongside an exceptional 54.4:1 risk-reward setup. The analysis provides specific trading strategies, including long, breakout, and short positions, based on AI-generated signals and multi-timeframe analysis.
Universal Beteiligungs und Servicegesellschaft mbH Increases Stock Position in BILL Holdings, Inc. $BILL
Universal Beteiligungs und Servicegesellschaft mbH significantly increased its stake in BILL Holdings, Inc. by 647.5% in the third quarter, owning 65,320 shares. Several other institutional investors also adjusted their positions in BILL, reflecting broad interest in the company. Analyst ratings for BILL are mixed, with a consensus of "Moderate Buy" and a target price of $58.90, while the company reported strong earnings and revenue topping analyst estimates in its last quarterly report.
Bill.com announces routine board resignation of Alison Wagonfeld
BILL Holdings announced that board member Alison Wagonfeld will resign on February 6, 2026, stating that her departure was not due to any disagreement, indicating a routine transition. The company's stock currently holds a "Hold" rating from analysts with a $49.00 price target, while TipRanks' AI Analyst Spark rates BILL as "Outperform" due to strong technicals and positive earnings sentiment despite profitability and valuation concerns. Bill.com Holdings has an average trading volume of 2,457,418, a current market cap of $4.85 billion, and a "Sell" technical sentiment signal.
BILL Holdings, Inc. $BILL Shares Purchased by Y Intercept Hong Kong Ltd
Y Intercept Hong Kong Ltd significantly increased its stake in BILL Holdings, Inc. by 82.9% in Q3, now holding 90,683 shares valued at approximately $4.8 million. Several other major institutions, including Nomura Holdings Inc. and Norges Bank, also boosted their positions, bringing institutional ownership to 97.99%. BILL reported strong Q3 earnings, beating analyst expectations with an EPS of $0.61 and a 10.4% year-over-year revenue increase, leading to an average analyst rating of "Moderate Buy."
Retirement Systems of Alabama Boosts Stock Position in BILL Holdings, Inc. $BILL
Retirement Systems of Alabama increased its stake in BILL Holdings, Inc. by 23.7% in Q3, now owning 494,293 shares valued at approximately $26.18 million. Institutional investors collectively own 97.99% of the company's stock. BILL recently beat Q3 earnings and revenue estimates and received a "Moderate Buy" consensus rating from analysts with a target price of $58.90.
BILL Holdings Inc (BILL) Shares Up 2.97% on Jan 23
Shares of BILL Holdings Inc (BILL) rose by 2.97% on January 23, reaching an intraday high of $48.55 before closing at $48.18. Wall Street analysts have an average target price of $61.27 for BILL, implying an upside of 27.17%, and the stock holds an "Outperform" recommendation. GuruFocus estimates a one-year fair value (GF Value) of $102.05, suggesting a 111.81% upside from the current price.
(BILL) as a Liquidity Pulse for Institutional Tactics
This article analyzes Bill Holdings Inc. (NASDAQ: BILL), noting weak sentiment across all time horizons supporting a short bias. It details an exceptional 66.7:1 risk-reward short setup targeting a 19.7% downside, and provides three distinct AI-generated trading strategies for different risk profiles: a position trading strategy, a momentum breakout strategy, and a risk hedging strategy, complete with entry, target, and stop-loss levels.
BILL to Report Fiscal Second Quarter 2026 Financial Results
BILL Holdings, Inc. announced that it will report its financial results for the fiscal second quarter ended December 31, 2025, on Thursday, February 5, 2026, after market close. Management will hold a conference call at 1:30 p.m. PT to discuss these results, with the news release and webcast accessible via the company's investor relations website. BILL is an intelligent finance platform providing services like accounts payable, accounts receivable, and expense management to businesses.
Half a million firms use BILL, which reports Q2 2026 results Feb. 5
BILL (NYSE: BILL), an intelligent finance platform used by nearly half a million businesses, announced it will report its fiscal second quarter financial results for the period ending December 31, 2025 on Thursday, February 5, 2026. The company will release the results after market close and will host a conference call at 1:30 p.m. PT to discuss them. The financial results and webcast will be available on BILL's investor relations website.
Does BILL (BILL) Reentry by Parnassus Hint at a Deeper Shift in Its Margin Story?
Parnassus Core Equity Fund has reinitiated its position in BILL Holdings (BILL), emphasizing the company's role as a financial operations platform for SMBs and its focus on improving operating margins. This endorsement reinforces confidence in BILL's profitability efforts, though competitive pressures and the integration of AI remain key factors for its investment narrative. BILL Holdings is forecasted to achieve $2.1 billion in revenue and $94.8 million in earnings by 2028, with current fair value estimates suggesting a potential 12% upside.
Parnassus Investments LLC Grows Stock Holdings in BILL Holdings, Inc. $BILL
Parnassus Investments LLC significantly increased its stake in BILL Holdings, Inc. by 191.5% in the third quarter, now owning 905,585 shares valued at approximately $47.97 million. This increase makes their holding about 0.89% of the company. BILL recently surpassed quarterly earnings estimates and provided a positive outlook for fiscal year 2026, though Wall Street analysts maintain a mixed "Hold" consensus rating with a target price of $59.43.
(BILL) Risk Channels and Responsive Allocation
This article provides an in-depth analysis of Bill Holdings Inc. (NASDAQ: BILL), highlighting a positive near-term sentiment but broader weak alignment. It identifies a significant risk-reward short setup and outlines three distinct AI-generated trading strategies for various risk profiles: position trading, momentum breakout, and risk hedging. The analysis also includes multi-timeframe signal analysis, providing support and resistance levels for different horizons.
Parnassus Core Equity Fund Reestablished a Position in BILL Holdings (BILL). Here’s Why
Parnassus Core Equity Fund has reestablished a position in BILL Holdings, Inc. (NYSE:BILL), a financial operations platform for small and medium-sized businesses. The fund believes in BILL's potential for revenue acceleration, operating margin improvement, and its wide market moat despite recent stock performance. BILL was held by 52 hedge funds in Q3 2025, up from 45 in the previous quarter.
Parnassus Core Equity Fund Reestablished a Position in BILL Holdings (BILL). Here's Why
Parnassus Core Equity Fund reestablished a position in BILL Holdings, Inc. (NYSE:BILL) during the third quarter of 2025, citing the company's category-leading financial operations platform for small and medium-sized businesses. The fund believes there is significant potential for revenue acceleration as more businesses digitize back-office workflows and highlighted the company's wide moat from distribution partnerships and network effects. Parnassus views the stock as having a compelling valuation given its large and underpenetrated addressable market.
Pacer Advisors Inc. Trims Position in BILL Holdings, Inc. $BILL
Pacer Advisors Inc. significantly reduced its stake in BILL Holdings, Inc. (NYSE:BILL) by 97.1% during the third quarter, selling over 410,000 shares. Despite this, institutional investors still hold nearly 98% of the company's stock. BILL recently surpassed Q3 earnings expectations with $0.61 EPS and positive revenue growth, and it has issued optimistic FY2026 guidance.
