BILL Should I Buy
This article analyzes BILL Holdings Inc. (BILL) for potential investment in 2026, concluding that it's a "Hold" rather than a strong buy for long-term beginner investors. While the company shows revenue growth and increased hedge fund interest, its financial performance is weak with declining net income and EPS. Technical indicators are mixed to bearish, and although some analysts have raised price targets citing AI innovation, others highlight profitability concerns.
Bill Com Holdings stock hits 52-week low at 36.41 USD
Bill Com Holdings Inc.'s stock has fallen to a new 52-week low of $36.41, representing a 61.81% decrease over the past year and raising investor concerns. Despite this, BTIG and Needham have reiterated Buy ratings with price targets of $60.00 and $75.00 respectively, while activist investor Barington Capital Group has taken a $25 million stake and is pushing for cost reductions or a sale. The company is preparing for its second-quarter fiscal 2026 earnings report, with analysts watching closely for customer growth amid market shifts.
SG Americas Securities LLC Boosts Stock Position in BILL Holdings, Inc. $BILL
SG Americas Securities LLC significantly increased its stake in BILL Holdings, Inc. by 898.7% in Q4, acquiring 202,621 shares valued at $11.05 million. Despite BILL beating earnings expectations and setting optimistic FY2026 guidance, market sentiment is mixed due to recent analyst downgrades, institutional selling, and potential regulatory headwinds, leading to a consensus "Hold" rating. The company is actively marketing AI features to enhance accounting workflows, but legislative proposals concerning AI data centers and government use of Chinese robots could introduce external challenges.
BILL.N - | Stock Price & Latest News
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BILL Holdings, Inc. (NYSE:BILL) Given Consensus Rating of "Hold" by Analysts
BILL Holdings, Inc. (NYSE:BILL) has received a consensus "Hold" rating from twenty-five research firms, with an average 1-year price target of $56.95. Despite beating quarterly earnings expectations and reporting revenue growth, recent analyst downgrades, institutional selling, and potential AI regulatory headwinds have created downside risk, balancing the positive sentiment around its AI-enhanced accounting features. Institutional investors hold a significant 97.99% stake, with Vanguard increasing its position.
BILL Holdings Inc (BILL) Trading Down 2.94% on Mar 27
Shares of BILL Holdings Inc (BILL) fell 2.94% to $37.03 on March 27, placing the stock 35.27% below its 52-week high. Analysts forecast an average target price of $57.70, suggesting a 55.83% upside, with a consensus "Outperform" recommendation. GuruFocus estimates a one-year GF Value of $90.24, implying a 143.69% upside.
Vanguard realignment leads to separate reporting for BILL (BILL); shows 0 shares
The Vanguard Group filed an amended Schedule 13G/A reporting 0 shares and 0% beneficial ownership in BILL Holdings Inc. This change is due to an internal realignment effective January 12, 2026, which causes certain Vanguard subsidiaries to report beneficial ownership separately. The filing clarifies that Vanguard itself now reports a de minimis position in BILL.
BILL Holdings, Inc. (BILL) Turns to AI to Enhance Accounting amid go-to Market Strategy
BILL Holdings Inc. (BILL) is leveraging artificial intelligence to enhance accounting processes by automating tasks like W-9 and invoice coding, aiming to reduce manual work and improve self-service usage. The company is also pursuing a new go-to-market strategy to expand its reach to larger businesses while continuing to serve small and mid-market companies. Despite Cathie Wood's ARK Investment Management exiting its position in BILL, the company is focusing on strategic partnerships and AI-driven solutions to drive growth.
Assenagon Asset Management S.A. Boosts Holdings in BILL Holdings, Inc. $BILL
Assenagon Asset Management S.A. significantly increased its stake in BILL Holdings, Inc. by 1,237.7% in Q4 2025, now holding 643,045 shares valued at $35.07 million. This move comes as BILL beat Q4 earnings and revenue estimates, projecting strong FY2026 guidance. Despite a mixed market sentiment and recent stock decline, analysts largely maintain a "Hold" rating with an average price target of $56.95.
BILL (NYSE:BILL) Downgraded by Wall Street Zen to "Hold"
Wall Street Zen has downgraded BILL (NYSE:BILL) from a "buy" to a "hold" rating, aligning with MarketBeat's consensus "Hold" rating and a target price of $56.95. Despite beating Q4 earnings estimates with $0.64 EPS and $414.7M revenue, the company's shares opened at $38.15, below its 50-day and 200-day simple moving averages. Institutional investors hold approximately 98% of the stock.
BILL.N - | Stock Price & Latest News
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BILL Holdings Inc (BILL) Stock Price & 30 Year Financial Data
This article provides comprehensive 30-year financial data for BILL Holdings Inc (BILL), including growth rates for revenue, EPS, EBIT, EBITDA, and Free Cash Flow. It details the company's stock price performance, market capitalization, and various financial ratios like P/E and P/B. The data is presented through GuruFocus, offering tools for in-depth financial analysis and comparisons.
BILL Holdings, Inc. (BILL)
BILL Holdings, Inc. (BILL) provides a cloud-based financial operations platform for small and midsize businesses globally, automating accounts payable and receivable and managing spend. The company, headquartered in San Jose, California, was founded in 2006 and serves accounting firms, financial institutions, and software companies. Analysts project a 19.15% upside from the current price target of $57.73, with expected EPS for the upcoming May 8, 2026 earnings report at $0.55.
Assessing BILL Holdings (BILL) Valuation As Weak Billings And Costly Customer Growth Raise Questions
BILL Holdings (BILL) is facing scrutiny over its valuation due to weak billings growth and an inefficient customer acquisition cost payback period, despite a perceived intrinsic discount. The company's stock has seen recent declines, raising concerns among investors about its growth quality and execution risks. While a popular narrative suggests BILL is undervalued at $41.17 against a fair value of $60.86, driven by embedded finance expansion, this potential can unravel if competitive pressures or transaction-based revenue prove fragile.
Technical Reactions to BILL Trends in Macro Strategies
The article analyzes Bill Holdings Inc. (NASDAQ: BILL), noting weak near-term and mid-term sentiment with a neutral long-term outlook, and elevated downside risk. It provides institutional trading strategies for position trading, momentum breakout, and risk hedging, along with multi-timeframe signal analysis indicating support and resistance levels. The report emphasizes AI-generated signals for informed trading decisions.
Light Street Capital Management LLC Buys 322,680 Shares of BILL Holdings, Inc. $BILL
Light Street Capital Management LLC significantly increased its stake in BILL Holdings, Inc. (NYSE:BILL) by 50.4% in the third quarter, purchasing 322,680 additional shares to bring its total to 962,500 shares valued at approximately $50.98 million. This move makes BILL the third-largest position in Light Street Capital's portfolio. Other institutional investors like Vanguard Group Inc., ING Groep NV, Oak Thistle LLC, and WINTON GROUP Ltd also either increased their holdings or opened new positions in BILL, as institutional ownership for the company stands at 97.99%.
BILL Holdings (NYSE: BILL) names CFO as principal accounting officer
BILL Holdings, Inc. announced that its Chief Financial Officer, Rohini Jain, has also been appointed as the principal accounting officer, effective March 11, 2026. This appointment, made by the Board of Directors, means Ms. Jain will fulfill both roles for Securities Exchange Act purposes without receiving any additional compensation. Her background information is available in a previous SEC filing referenced by the company.
Clearline Capital LP Has $2.17 Million Position in BILL Holdings, Inc. $BILL
Clearline Capital LP significantly reduced its stake in BILL Holdings, Inc. by 88.2% in Q3, selling over 300,000 shares but still holding a position valued at $2.17 million. Despite this, BILL reported strong quarterly revenue and EPS beats, plus optimistic Q3 and FY2026 guidance. Analyst sentiment for BILL is mixed, with a consensus "Hold" rating and an average target price of $56.95, while a recent analyst downgrade led to a short-term stock sell-off.
Mangrove Partners IM LLC Purchases New Holdings in BILL Holdings, Inc. $BILL
Mangrove Partners IM LLC has initiated a new position in BILL Holdings, Inc. (NYSE:BILL), acquiring over 588,000 shares valued at approximately $31.15 million, making it their 17th largest holding. Other institutional investors like Nomura Holdings and Marshall Wace also significantly increased their stakes in BILL, with hedge funds and institutional investors now owning 97.99% of the stock. Despite recent positive quarterly results and FY26 guidance, analysts maintain a "Hold" rating with an average price target of $56.95, and a recent analyst downgrade caused a 4.7% stock dip.
Truist raises target on BILL Holdings (BILL), keeps buy rating
Truist has increased its price target for BILL Holdings (BILL) while maintaining a "buy" rating on the stock. This indicates a positive outlook from Truist regarding BILL Holdings' future performance.
Dimensional Fund Advisors Reduces Stake in BILL Holdings
Dimensional Fund Advisors LP has reduced its stake in BILL Holdings, Inc. by 1.8% in the third quarter of 2026, selling 61,703 shares. This reduction, attributed to portfolio rebalancing, means the firm now owns 3,349,091 shares, representing about 3.34% of the fintech company. The move is seen as potentially signaling a shift in investor sentiment towards the fintech sector due to regulatory uncertainty and valuation concerns.
Dimensional Fund Advisors LP Sells 61,703 Shares of BILL Holdings, Inc. $BILL
Dimensional Fund Advisors LP reduced its stake in BILL Holdings, Inc. by 1.8% in the third quarter, selling 61,703 shares and now owning 3,349,091 shares valued at $177 million. Despite this, other institutional investors increased their holdings. Analyst ratings for BILL are largely "Hold" with a consensus target price of $56.95, and the company recently surpassed Q4 earnings and revenue estimates.
RSU vesting and tax disposition by BILL Holdings (NYSE: BILL) CEO
BILL Holdings, Inc. CEO Rene A. Lacerte reported RSU and PSU vesting, which converted into common stock on February 28, 2026. A portion of these shares was then disposed of to cover tax withholding obligations, rather than being an open-market sale. The SEC Form 4 filing also details significant indirect holdings through various family trusts.
Barington Companies Management LLC Purchases Shares of 65,000 BILL Holdings, Inc. $BILL
Barington Companies Management LLC significantly increased its stake in BILL Holdings, Inc. by purchasing 65,000 shares in the third quarter, making it their 8th largest holding. Despite this new investment and BILL Holdings beating recent EPS and revenue estimates, analysts maintain a consensus "Hold" rating with an average price target of $56.95. The article highlights other institutional investors' adjusted holdings and some cautionary news impacting the stock, as well as its price performance and company profile.
Bill Holdings, Inc. Experiences Evaluation Revision Amidst Market Dynamics and Performance Challenges
Bill Holdings, Inc., a small-cap software company, has seen significant stock fluctuations and a challenging year-to-date return of -17.25%, with a three-year return of -50.16%. Technical indicators are mixed, showing both bearish and mildly bullish signals. The company's evaluation has been revised, highlighting its current position in a competitive landscape and the need for strategic focus.
Trading the Move, Not the Narrative: (BILL) Edition
The article provides a detailed analysis of Bill Holdings Inc. (NASDAQ: BILL), highlighting a positive near-term sentiment within a mid-term weak bias and long-term strength. It outlines various AI-generated trading strategies, including position trading, momentum breakout, and risk hedging, with specific entry, target, and stop-loss zones. The analysis also presents multi-timeframe signal data, indicating support and resistance levels for different time horizons.
April 24th Options Now Available For BILL Holdings
New options contracts for BILL Holdings Inc. (BILL) with an April 24th expiration date are now available. Stock Options Channel identified a put contract at the $45.00 strike price and a call contract at the $47.00 strike price as being of particular interest, detailing potential strategies for investors looking to buy shares at a discount or generate income through covered calls. The article provides analysis on the potential returns and probabilities of these options strategies.
BILL Holdings, Inc. (NYSE:BILL) Receives Average Recommendation of "Hold" from Brokerages
Twenty-five brokerage firms have given BILL Holdings, Inc. (NYSE:BILL) an average "Hold" rating, with a consensus 12-month price target of $56.95. Despite reporting strong quarterly revenue and EPS that exceeded estimates, and issuing optimistic guidance for Q3 and FY26, the company faces near-term challenges. These include its stock trading below key moving averages, a high P/E ratio, and modest net margins, making it susceptible to profit-taking.
BILL Holdings Inc at Morgan Stanley Technology, Media & Telecom Conference Transcript
This article provides the transcript of BILL Holdings Inc's presentation at the Morgan Stanley Technology, Media & Telecom Conference held on March 3, 2026. The content includes an introduction by Chris Quintero, an analyst at Morgan Stanley, and features a presentation by Renee Lasert, the CEO and founder of Bill. The article lists other related transcripts and financial information for BILL Holdings Inc.
Equity awards vest for BILL (NYSE: BILL) COO Rettig, shares withheld
BILL Holdings, Inc. COO John R. Rettig reported the vesting of restricted stock units (RSUs) and performance stock units (PSUs) on February 28, 2026. He acquired a total of 25,815 shares through these exercises, with 9,870 shares being withheld at $44.19 each to cover tax obligations. Following these transactions, Rettig directly holds 142,526 common shares and indirectly holds an additional 69,974 shares via the Rettig Living Trust.
Bill open to M&A deals, CEO says
Bill Holdings' CEO, René Lacerte, indicated that the company is open to making acquisitions to drive growth, especially amidst pressure from activist investors. Lacerte views recent consolidation in the business payments and finance automation space as validation of market maturation and increased customer adoption. The company is focused on balancing growth and profitability, adhering to the "Rule of 40" financial metric.
RSU and PSU vesting boosts BILL Holdings, Inc. (BILL) insider stake
Mary Kay Bowman, an officer at BILL Holdings, Inc. (BILL), reported several equity award transactions on February 28, 2026. She acquired shares of common stock through the vesting of Restricted Stock Units (RSUs) and Performance Stock Units (PSUs, without cash payment. Additionally, 5,063 shares were disposed of at $44.19 per share to cover tax withholding obligations linked to these vestings.
Finance and HR Software Stocks Q4 In Review: BILL (NYSE:BILL) Vs Peers
The article reviews the Q4 earnings season for finance and HR software stocks, highlighting BILL (NYSE:BILL) and its peers. BILL reported strong revenues exceeding expectations, Flywire (NASDAQ:FLYW) showed the best performance with impressive revenue growth, while Paycom (NYSE:PAYC) and BlackLine (NASDAQ:BL) had a slower quarter with BlackLine showing the weakest performance against estimates. Overall, the sector demonstrated strong Q4 results with revenues beating consensus estimates by 1.9%.
BILL Holdings (NYSE: BILL) CTO reports stock units vesting and tax share withholding
BILL Holdings, Inc.'s Chief Technology Officer, Kenneth A. Moss, reported the vesting of restricted stock units (RSUs) and performance stock units (PSUs) on February 28, 2026. These equity awards converted into common stock, and a portion of the shares was withheld at $44.19 each to cover tax obligations. The filing specifies that these were not open-market sales but rather standard transactions related to equity compensation.
BILL Financials: Income Statement, Balance Sheet & Cash Flow
This article provides a comprehensive financial overview of BILL HOLDINGS, INC (BILL), detailing its income statement, balance sheet, cash flow, and key financial ratios for fiscal year 2025 and preceding years. The company demonstrates solid revenue growth and strong cash flow generation, highlighted by a high Piotroski F-Score and cash-backed earnings. However, it faces challenges with negative operating margins and an inability to fully cover interest expenses, suggesting moderate overall financial health.
Truist Raises Target on BILL Holdings (BILL), Keeps Buy Rating
Truist has raised its price target on BILL Holdings (NYSE:BILL) from $58 to $59, while maintaining a Buy rating. This adjustment follows an analysis of the company's financial models after its fourth-quarter earnings report, citing factors such as higher net customer additions and increased volume per client. BILL Holdings, a financial operations platform for small and midsize businesses, reported a 17% year-over-year increase in core revenue and an 18% non-GAAP operating margin in its Q2 2026 earnings.
BILL Holdings, Inc. $BILL Shares Sold by IVY Lane Capital Management LLC
IVY Lane Capital Management LLC significantly reduced its stake in BILL Holdings, Inc. (NYSE:BILL) by 24.1% in the third quarter, selling 38,000 shares and now owning 120,000 shares valued at $6,356,000. Despite this, other institutional investors like Nomura Holdings Inc., Norges Bank, Senvest Management LLC, Federated Hermes Inc., and Parnassus Investments LLC increased their positions. Wall Street analysts have a "Hold" consensus rating on BILL, with a target price of $56.95, following recent Q4 earnings where the company beat estimates and provided positive Q3 2026 guidance.
BILL (NYSE:BILL) Raised to "Buy" at Wall Street Zen
Wall Street Zen has upgraded BILL (NYSE:BILL) from a "hold" to a "buy" rating, though the overall MarketBeat consensus remains a "Hold" with an average price target of $56.95. BILL recently surpassed Q4 earnings and revenue expectations, reporting EPS of $0.64 against an estimated $0.56, and provided positive Q3 and FY 2026 EPS guidance. While an insider recently sold shares, company insiders still collectively own 13.2% of the stock, and institutional ownership stands at approximately 98%.
Truist Raises Target on BILL Holdings (BILL), Keeps Buy Rating
Truist has raised its price target on BILL Holdings (NYSE:BILL) from $58 to $59, reiterating a Buy rating following the company's Q2 2026 earnings. The analyst's updated financial models considered higher net adds and increased volume per client for BILL Holdings, which reported a 17% year-over-year core revenue increase and an 18% non-GAAP operating margin. The company, a financial operations platform for SMBs, anticipates a slight decrease in net new customer additions as it focuses on larger businesses.
Are options investors anticipating significant volatility in BILL shares?
Recent options market activity for BILL Holdings (BILL) shows exceptionally high implied volatility, especially for the March 20, 2026 $22.5 Call option, suggesting that traders anticipate significant price movement. While analysts currently rate BILL as a Zacks Rank #3 (Hold), with recent upward revisions in earnings estimates, this heightened volatility could present a trading opportunity for experienced options traders looking to sell premium.
Are Options Traders Betting on a Big Move in BILL Stock?
Options traders are showing significant interest in BILL Holdings, Inc. (BILL) stock, as indicated by the high implied volatility in the March 20, 2026 $22.5 Call option. While analysts currently rate BILL as a Zacks Rank #3 (Hold), the increased implied volatility suggests a potentially large price movement is anticipated, possibly due to an upcoming event or attracting traders looking to sell premium.
Vanguard Group Inc. Has $574.39 Million Stock Position in BILL Holdings, Inc. $BILL
Vanguard Group Inc. significantly increased its stake in BILL Holdings, Inc. by 3.5%, now owning 10.8% of the company worth $574.39 million. This increase follows BILL's strong quarterly earnings, where it surpassed analyst expectations for EPS and revenue and provided optimistic FY2026 guidance. Despite this, the stock's market reaction has been mixed, trading below its 50- and 200-day averages, as investors cautiously watch the company's shift from rapid growth to a focus on profitability.
Bill Holdings: Value Proposition for SMB Software
Bill Holdings provides a cloud-based financial operations platform for small and midsize businesses, simplifying invoice management and enabling faster payments. The company boasts a robust revenue structure, primarily from transaction fees, and a massive market potential with only a fraction of its target SMB market currently served. Analysts maintain a bullish outlook on the stock, with an average price target suggesting a significant upside.
(BILL) Volatility Zones as Tactical Triggers
This article analyzes Bill Holdings Inc. (NASDAQ: BILL) through AI-generated volatility zones and tactical triggers. It provides short-term neutral ratings, indicates a potential breakdown, and outlines distinct trading strategies for different risk profiles. The analysis also includes multi-timeframe signal analysis with support and resistance levels.
BILL Adds Google Cloud CMO, Alison Wagonfeld, to its Board of Directors
BILL (NYSE: BILL), a leader in financial automation software for small and midsize businesses, has announced that Alison Wagonfeld, Google Cloud's Chief Marketing Officer, has joined its board of directors. Wagonfeld brings over 25 years of experience in building and scaling global cloud businesses, including her work at Google and as an operating partner at Emergence Capital. Her expertise in go-to-market strategy and digital transformation is expected to significantly contribute to BILL's mission of automating finance for SMBs.
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.
