How Bill Holdings Inc. (BILL) Affects Rotational Strategy Timing
This article analyzes Bill Holdings Inc. (BILL) with a focus on its impact on rotational strategy timing, utilizing AI models to generate trading strategies. It highlights a weak near-term sentiment but a significant risk-reward setup, offering specific entry, target, and stop-loss levels for different risk profiles. The analysis also provides multi-timeframe signal analysis for near-term, mid-term, and long-term horizons, indicating prevailing neutral sentiment.
BILL Holdings, Inc. (BILL) Q3 2026 Earnings Call Transcript
This article provides an earnings call transcript and AI summary for BILL Holdings, Inc.'s Q3 2026 results. The company reported strong financial performance with 16% core revenue growth and a significant increase in operating margin, alongside a $1 billion share repurchase program. The outlook is positive due to management's focus on AI, new monetization, and favorable analyst sentiment for strategic initiatives despite some uncertainties.
Truist Financial Maintains BILL Holdings(BILL.US) With Buy Rating, Cuts Target Price to $45
Truist Financial has reiterated its Buy rating on BILL Holdings (BILL.US), despite reducing the price target for the stock to $45. This decision suggests the firm still sees potential for growth in BILL Holdings, even with a revised outlook.
Truist cuts Bill.com stock price target to $45 on take rate outlook
Truist Securities lowered its price target on Bill.com Holdings Inc. (NYSE:BILL) to $45 from $46 while maintaining a Buy rating. This adjustment follows the company's third-quarter fiscal 2026 earnings report, with core revenue forecasts slightly decreasing due to slower take rate expansion, although fiscal 2027 adjusted operating income and EPS forecasts were raised reflecting a workforce reduction and share buyback. Analysts remain optimistic, noting the stock is currently undervalued according to InvestingPro.
Truist cuts Bill.com stock price target to $45 on take rate outlook
Truist Securities has lowered its price target for Bill.com Holdings Inc. (NYSE:BILL) to $45 from $46, while maintaining a Buy rating. This adjustment follows Bill.com's Q3 fiscal 2026 earnings report, with core revenue forecasts slightly reduced due to slower take-rate expansion and adjusted operating income and EPS forecasts for fiscal 2027 increased due to a 30% reduction in force and a $1 billion buyback authorization. Despite the price target adjustment, analysts remain optimistic, and InvestingPro data indicates the stock is currently undervalued.
BILL (BILL) FQ3 Revenue Rises 13% to $406.6M, Returning to Profitability
BILL Holdings Inc. (NYSE: BILL) reported strong financial results for FQ3 2026, with revenue increasing 13% year-over-year to $406.6 million and core revenue up 16% to $371.1 million. The company returned to profitability with a net income of $12.8 million and announced a new $1.0 billion share repurchase program. BILL also provided positive guidance for FQ4 and the full fiscal year 2026, projecting continued revenue growth.
BILL (BILL) FQ3 Revenue Rises 13% to $406.6M, Returning to Profitability
BILL Holdings Inc. (NYSE: BILL) reported a strong FQ3 2026, with total revenue increasing by 13% year-over-year to $406.6 million, returning to profitability with a net income of $12.8 million. The company served nearly 500,000 businesses, processing 34 million transactions, and authorized a new $1.0 billion share repurchase program. BILL also provided positive revenue guidance for FQ4 and the full fiscal year 2026.
Totem Point Management Sells Bill.com Shares in Q1 2026 - News and Statistics
Totem Point Management, LLC fully divested its 155,100 shares of Bill.com (NYSE:BILL) in Q1 2026, a transaction valued at approximately $6.94 million. Following this sale, Bill.com no longer features in the fund's portfolio. The article also provides a brief overview of Bill.com's recent financial performance, noting a 13% year-over-year revenue increase in its fiscal third quarter and a significant improvement in net income.
Totem Point Dumps 155,000 Bill Holdings (BILL) Shares Worth $6.9 Million
Totem Point Management, LLC, sold its entire stake of 155,100 Bill.com (NYSE:BILL) shares, valued at $6.94 million, during the first quarter of 2026. This sale resulted in the fund holding zero shares of Bill.com, which previously accounted for 8.4% of its AUM. Despite the sell-off, Bill.com reported strong fiscal third-quarter results with a 13% revenue increase and positive net income, authorizing a $1 billion share repurchase.
How Profitability, Layoffs, and a US$1 Billion Buyback At BILL Holdings (BILL) Has Changed Its Investment Story
BILL Holdings recently reported strong Q3 results with higher revenue and GAAP profitability, along with new full-year guidance and a significant workforce reduction. The company also announced a new US$1 billion share repurchase program, following a previous buyback, indicating a focus on efficiency and capital return. These developments aim to reshape BILL's investment narrative, emphasizing consistent earnings and a strong return to shareholders, despite ongoing risks from SMB spending and competitive pressures.
How Profitability, Layoffs, and a US$1 Billion Buyback At BILL Holdings (BILL) Has Changed Its Investment Story
BILL Holdings recently reported third-quarter results, showing a move to GAAP profitability, increased revenue, and stronger full-year guidance. The company also announced a 30% workforce reduction and a new US$1.00 billion share repurchase program, alongside completing US$200.12 million in previous buybacks, signaling a focus on efficiency and capital return. These developments aim to reshape BILL's investment narrative, emphasizing its AI-enabled financial operations platform for SMBs amidst potential risks from tightened SMB spending and competitive pressures.
How Profitability, Layoffs, and a US$1 Billion Buyback At BILL Holdings (BILL) Has Changed Its Investment Story
BILL Holdings recently reported Q3 results showing GAAP profitability with US$12.79 million net income, higher revenue of US$406.56 million, and stronger full-year guidance. The company also announced a 30% workforce reduction and a new US$1.00 billion share repurchase program, alongside completing US$200.12 million in previous buybacks. These developments, particularly the shift to profitability and the expanded buyback, are expected to significantly reshape BILL's investment narrative, focusing on efficiency, capital return, and scaling its AI-enabled financial operations platform.
Wall Street Analysts Believe BILL Holdings (BILL) Could Rally 32.82%: Here's is How to Trade
Analysts are predicting a 32.82% rally for BILL Holdings (BILL), with a mean price target of $54.76. While the consensus target and low standard deviation indicate agreement among analysts, investors are advised to treat price targets with skepticism and consider other factors like positive earnings estimate revisions and the company's Zacks Rank #2 (Buy) status for investment decisions.
Platform for 500,000 businesses to appear at J.P. Morgan tech event
BILL (NYSE: BILL), a financial operations platform used by nearly half a million businesses, announced its participation in the J.P. Morgan Global Technology, Media and Communications Conference. The company will present in Boston on Tuesday, May 19, 2026, at 11:15 a.m. PDT. A live webcast and replays will be available on their investor relations website.
Why BILL Holdings (BILL) Remains a Credible Private-Equity Target
BILL Holdings, Inc. (NYSE:BILL) is considered a credible private-equity target due to activist investor pressure from firms like Elliott Investment Management and Starboard Value, coupled with previous reports of sale explorations and talks with Hellman & Friedman. The company is actively working to improve profitability and recently announced a $1 billion share repurchase authorization and a 30% workforce reduction. BILL Holdings provides cloud-based financial operations software for small and midsize businesses, a sector that appeals to financial buyers.
(BILL) and the Role of Price-Sensitive Allocations
This article discusses Bill Holdings Inc. (NASDAQ: BILL), highlighting strong near-term sentiment and a neutral mid- to long-term outlook, with a noted mid-channel oscillation pattern. It presents an exceptional 59.8:1 risk-reward short setup targeting a 17.6% downside. The piece outlines three AI-generated trading strategies—position, momentum breakout, and risk hedging—along with multi-timeframe signal analysis and support/resistance levels.
BILL Maintained by Goldman Sachs -- Price Target Raised to $50.0
Goldman Sachs has maintained a "Buy" rating for BILL Holdings (BILL) and raised its price target from $44.00 to $50.00, indicating positive sentiment and potential upside. Despite the positive analyst outlook and a GuruFocus valuation suggesting it's 37.8% undervalued, the company exhibits mixed financial strength and profitability, warranting caution from investors. BILL Holdings, operating in the software industry, shows strong growth potential but no recent insider trading activity.
NewEdge Wealth LLC Takes $15.78 Million Position in BILL Holdings, Inc. $BILL
NewEdge Wealth LLC recently acquired a new stake in BILL Holdings, Inc., purchasing 289,289 shares valued at approximately $15.78 million, representing about 0.29% of the company. This comes as BILL Holdings reported strong Q3 earnings, beating EPS and revenue estimates, and provided optimistic guidance for FY2026 and Q4. Analysts maintain a "Moderate Buy" rating for the stock, with several firms adjusting price targets upward.
EBIT per share of BILL Holdings, Inc. – BMV:BILL1
This article provides financial information, specifically EBIT per share data, for BILL Holdings, Inc. (BMV:BILL1) on the Mexican Stock Exchange. It appears to be a financial data snippet from a larger platform, indicating market status and offering various financial tools and resources related to the company. The market was closed at the time of this data point, with no trades observed.
BILL Holdings, Inc. Stock 12‑Month Price Target Raised to $54.68, Implies 45% Upside
The average 12-month price target for BILL Holdings, Inc. (BILL) stock has been raised by analysts from $53.82 to $54.68, with a range between $42 and $84 per share. This new target suggests a potential upside of approximately 45% from its May 7 closing price. The consensus rating among 25 analysts remains a "Buy," with 16 strong buy recommendations, 9 holds, and no sell ratings.
UBS Maintains BILL Holdings(BILL.US) With Buy Rating, Maintains Target Price $55
UBS has reiterated its Buy rating for BILL Holdings (BILL.US) and maintained its price target at $55. This suggests continued confidence in the company's future performance by the investment bank.
Morgan Stanley Maintains BILL Holdings(BILL.US) With Hold Rating, Raises Target Price to $55
Morgan Stanley has reiterated its "Hold" rating for BILL Holdings (BILL.US) while simultaneously increasing its target price for the company to $55. This adjustment suggests a continued neutral stance on the stock but with an improved outlook on its valuation.
Pier Capital LLC Purchases Shares of 92,841 BILL Holdings, Inc. $BILL
Pier Capital LLC has acquired a new stake of 92,841 shares in BILL Holdings, Inc., valued at approximately $5.06 million, as disclosed in their latest 13F filing. This purchase comes as BILL reported strong quarterly earnings, beating estimates, and raised its guidance for Q4 and FY2026, alongside announcing significant workforce reductions to boost profitability. Despite these positive moves, the company still faces mixed profitability with a negative net margin, and analysts largely maintain a "Hold" rating with an average target price of $55.10.
Earnings call transcript: BILL Holdings Q3 2026 beats expectations
BILL Holdings (BILL) reported strong Q3 2026 results, surpassing EPS and revenue expectations. The company achieved GAAP profitability for the first time and announced a significant workforce reduction of up to 30% by the end of Q4 2026 to align with its AI-native strategy and drive efficiency. Additionally, BILL's board authorized a $1 billion share repurchase program, reflecting confidence in its growth trajectory and free cash flow generation.
BILL Holdings (BILL) Stock Surges 7.5% After Workforce Reduction Announcement
BILL Holdings (NYSE: BILL) saw its stock surge by 7.5% after announcing a significant workforce reduction of up to 30%, aimed at improving efficiency and profitability. The company expects restructuring costs of $30 million to $60 million and has approved a $1.0 billion stock buyback program. Despite a strong GF Score™ of 71, concerns remain regarding the company's financial strength and profitability.
Earnings call transcript: BILL Holdings Q3 2026 beats expectations By Investing.com
BILL Holdings reported strong Q3 2026 results, exceeding EPS and revenue forecasts, and achieving GAAP profitability for the first time. The company announced a workforce reduction of up to 30% to align with its AI-native strategy, aiming for significant annualized savings with reinvestment in critical growth areas. They also authorized a $1 billion share repurchase program, reflecting confidence in future growth and shareholder value creation.
Bill.com Announces Major Restructuring and Share Repurchase Plan
Bill.com Holdings (BILL) reported strong Q3 FY 2026 results with double-digit revenue growth and a return to profitability, driven by core subscription and transaction revenue. Concurrently, the company announced a significant restructuring plan involving a workforce reduction of up to 30% and a new $1 billion share repurchase program to boost efficiency and shareholder returns. An analyst has rated BILL as a Buy with a $50.00 price target, while TipRanks' AI Analyst, Spark, rates it Neutral due to strong fundamentals offset by weak technical momentum and valuation concerns.
Earnings Flash (BILL) BILL Holdings, Inc. Reports Q3 Revenue $406.6M, vs. FactSet Est of $403.8M
BILL Holdings, Inc. reported its third-quarter revenue reached $406.6 million, surpassing FactSet's estimated $403.8 million. The report also indicated BILL Holdings, Inc. expects Q4 revenue to be in the range of $425.0 million to $435.0 million, and Q3 adjusted EPS of $0.68 per share, exceeding the FactSet estimate of $0.55. The company recently cut about 30% of its jobs to boost profitability, which led to a jump in its shares.
BILL (NYSE: BILL) posts Q3 growth, 30% layoffs and $1B buyback
BILL Holdings, Inc. reported strong Q3 fiscal 2026 results with a 13% year-over-year revenue increase to $406.6 million and a GAAP net income of $12.8 million. Concurrently, the company announced a significant restructuring, including a reduction of up to 30% of its workforce, and authorized a new $1.0 billion share repurchase program. This strategic move aims to improve profitability and deliver shareholder value, despite the near-term costs associated with the layoffs.
Earnings Flash (BILL) BILL Holdings, Inc. Posts Q3 Adjusted EPS $0.68 per Share, vs. FactSet Est of $0.55
BILL Holdings, Inc. reported its Q3 adjusted EPS of $0.68 per share, surpassing the FactSet estimate of $0.55. The company also announced a Q4 revenue guidance range of $425.0M to $435.0M and adjusted EPS ranging from $0.69 to $0.72. Earlier today, BILL Holdings also reported Q3 revenue of $406.6M, which was above the FactSet estimate of $403.8M.
BILL Holdings: Fiscal Q3 Earnings Snapshot
BILL Holdings, Inc. reported fiscal third-quarter net income of $12.8 million, a significant improvement from a loss in the previous year. The company's earnings of 68 cents per share and revenue of $406.6 million both surpassed Wall Street expectations. BILL Holdings also provided optimistic guidance for the upcoming quarter and the full fiscal year.
BILL Holdings, Inc. 2026 Q3 - Results - Earnings Call Presentation (NYSE:BILL) 2026-05-07
BILL Holdings, Inc. released its Q3 2026 earnings call presentation, reporting an EPS of $0.68, beating estimates by $0.13, and revenue of $406.56M, surpassing expectations by $2.81M with a 13.50% Y/Y growth. The company published a slide deck related to these results.
Oppenheimer Maintains BILL Holdings(BILL.US) With Buy Rating, Cuts Target Price to $50
Oppenheimer has reiterated its Buy rating for BILL Holdings (BILL.US) but has lowered its price target to $50. This adjustment reflects a revised outlook from the analyst firm while still maintaining a positive investment stance on the company.
Exploring 3 High Growth Tech Stocks in the US Market
This article identifies three high-growth tech stocks in the US market: BILL Holdings (BILL), Circle Internet Group (CRCL), and Samsara (IOT). It provides an overview of each company's operations, financial performance, and recent strategic initiatives, highlighting their potential for growth despite various challenges. The US market has seen a 28% increase over the past year, with earnings expected to grow by 16% annually, setting a positive backdrop for these tech companies.
Vanguard Group Inc. Lowers Stake in BILL Holdings, Inc. $BILL
Vanguard Group Inc. decreased its stake in BILL Holdings, Inc. by 6.0% in the fourth quarter, now holding 10,195,136 shares valued at $556 million. Despite this, BILL recently surpassed EPS and revenue estimates, with revenue climbing 14.4%. The company faces mixed analyst ratings, with an average "Hold" and a price target of $55.57.
Exploring 3 High Growth Tech Stocks in the US Market
This article highlights three high-growth tech stocks in the US market: BILL Holdings (BILL), Circle Internet Group (CRCL), and Samsara (IOT). It discusses their financial performance, operational strengths, and growth prospects, providing an overview for investors interested in dynamic tech opportunities. The US market has seen significant growth, and these companies are presented as examples aligning with these positive trends.
BMO Capital Markets reiterated coverage on Bill.com with a new price target
BMO Capital Markets has reiterated its coverage on Bill.com (BILL Holdings Inc.) with a new price target of $46.00. This update is part of a series of recent analyst ratings for the company, including previous targets from BMO Capital Markets, Citigroup, Truist, Wolfe Research, and Piper Sandler. The article also provides recent news and insider transaction details for BILL Holdings Inc.
BILL Stock Price Prediction 2025-2026 | Bill Com Holdings Inc Forecast | 24/7 Wall St.
24/7 Wall St. has issued a "BUY" rating for Bill Com Holdings Inc (BILL) with a 12-month target price of $48.36, representing a 26.21% upside from its current price of $38.32. The analysis includes optimistic and conservative scenarios, projecting potential prices of $57.47 and $43.15, respectively. Analyst sentiment also leans positive, with 15 Buy ratings and 9 Hold ratings from 24 analysts.
BILL to Report Fiscal Second Quarter 2026 Financial Results
BILL Holdings Inc. announced that it will report its fiscal second-quarter 2026 financial results. The article also provides recent analyst ratings for BILL, corporate updates including new offerings and SEC filings, and details on recent insider transactions by key executives.
BILL Holdings (BILL) earnings expected to grow: Should you buy?
This article discusses the expected earnings growth for BILL Holdings (BILL) and whether it makes the stock a good buy. It likely delves into financial metrics, analyst expectations, and market sentiment surrounding the company's future performance to help investors make an informed decision.
BILL Maintained by Morgan Stanley -- Price Target Lowered to $50
Morgan Stanley has maintained its Equal-Weight rating on BILL Holdings Inc (BILL) but lowered its price target from $55.00 to $50.00. This adjustment reflects a cautious outlook, despite GuruFocus indicating the stock is significantly undervalued by 53.1% at its current trading price of $37.85 against a GF Value of $80.68. While BILL shows strong growth potential, its valuation rank is low, and GuruFocus has flagged it as a "Possible Value Trap," advising caution for investors.
Responsive Playbooks and the BILL Inflection
This article provides an in-depth analysis of Bill Holdings Inc. (NASDAQ: BILL), highlighting a neutral sentiment and a wait-and-see approach. It details three AI-generated trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—along with multi-timeframe signal analysis, including support and resistance levels. The report suggests an exceptional risk-reward setup targeting a 20.9% gain versus 0.3% risk.
Morgan Stanley Maintains BILL Holdings(BILL.US) With Hold Rating, Cuts Target Price to $50
Morgan Stanley has reiterated its Hold rating on BILL Holdings (BILL.US) while simultaneously reducing its target price to $50. This decision reflects the firm's updated outlook on the company.
Vanguard Portfolio Management (BILL) discloses 5.81% ownership — filing
Vanguard Portfolio Management has disclosed a 5.81% ownership stake in BILL Holdings Inc., as per a recent SCHEDULE 13G filing. This passive investment accounts for 5,753,583 shares of common stock, with Vanguard holding sole dispositive power over all these shares and sole voting power over 68,741 shares. The filing indicates a significant but passive institutional holding and does not suggest any activist intentions or planned transactions.
Intuit vs. BILL Holdings: Which fintech stock is the better buy?
This article will compare Intuit (INTU) and BILL Holdings (BILL), two prominent fintech stocks, to determine which one presents a better investment opportunity. It will likely delve into their financial performance, market position, growth prospects, and valuation metrics, providing insights for potential investors.
Truist Financial Maintains BILL Holdings(BILL.US) With Buy Rating, Maintains Target Price $46
Truist Financial has reiterated its Buy rating for BILL Holdings (BILL.US), maintaining a target price of $46. This reflects the firm's continued confidence in the company's performance and future prospects.
BILL Holdings Q2 earnings beat estimates on core strength & higher TPV
BILL Holdings (NYSE: BILL) reported strong Q2 earnings that surpassed analyst estimates, driven by solid core revenue growth and increased total payment volume (TPV). The company's adjusted EPS of $0.62 and revenue of $309.8 million both exceeded expectations, leading to a noticeable 15% increase in its stock after hours and positive revisions to its outlook.
BILL Introduces BILL Travel for Streamlined Expense Management
BILL Holdings Inc (NYSE: BILL) has launched BILL Travel, integrating booking, budget management, card controls, and expense tracking into its BILL Spend & Expense offerings. This expansion aims to streamline business travel management, reflecting BILL's strategy to enhance user experience and simplify financial processes. While the company demonstrates strong growth potential with a GF Score™ of 70/100, its financial strength and profitability rank lower, and there has been no insider buying reported in the last 12 months.
BILL says its new travel booking tool cuts finance busywork by 85%
BILL (NYSE: BILL) has launched BILL Travel, a new feature within its Spend & Expense product, designed to streamline travel booking, budgeting, and expense management for small and midsize businesses (SMBs). The company claims the tool can cut travel workflow time by over 85%, helping businesses gain better control and visibility over travel spending. Additionally, BILL introduced other Spend & Expense innovations, including expanded international capabilities and an AI-powered Transaction Agent for automated receipt capture.
BILL Holdings stock surges after above-consensus guidance, Q2 earnings beat
BILL Holdings (BILL) delivered Q2 results that topped analyst expectations and provided Q3 and full-year guidance above consensus, leading to a significant surge in its stock. The company reported strong financial performance with adjusted earnings and revenue exceeding estimates, driven by growth in core revenue and float revenue. Despite a slightly softer growth outlook for core revenue, the overall positive guidance and earnings report fueled investor confidence.
