BILL (NYSE:BILL) Updates FY 2027 Earnings Guidance

BILL (NYSE:BILL) issued an update on its FY 2027 earnings guidance on Wednesday morning. The company provided earnings per share (EPS) guidance of 3.560-3.790 for the period, compared to the consensus earnings per share estimate of 3.000. The company issued revenue guidance of $1.8 billion-$1.9 billion, compared to the consensus revenue estimate of $1.8 billion. BILL also updated its Q1 2027 guidance to 0.960-1.000 EPS.

Analysts Set New Price Targets

A number of research analysts have weighed in on the stock. Needham & Company LLC reissued a “buy” rating on shares of BILL in a research report on Thursday. UBS Group increased their price target on shares of BILL from $55.00 to $60.00 and gave the company a “buy” rating in a report on Thursday. Truist Financial boosted their price objective on shares of BILL from $38.00 to $44.00 and gave the stock a “hold” rating in a report on Friday, July 24th. The Goldman Sachs Group upped their price objective on shares of BILL from $50.00 to $57.00 and gave the company a “buy” rating in a research report on Thursday. Finally, Wall Street Zen cut BILL from a “buy” rating to a “hold” rating in a research report on Monday, July 13th. Twelve analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the company currently has an average rating of “Hold” and an average target price of $57.55.

BILL Stock Down 0.9%

NYSE BILL opened at $47.26 on Friday. The company has a current ratio of 1.66, a quick ratio of 1.66 and a debt-to-equity ratio of 0.48. The stock’s 50 day moving average is $42.03 and its two-hundred day moving average is $40.58. The company has a market capitalization of $4.71 billion, a price-to-earnings ratio of -363.54, a PEG ratio of 1.07 and a beta of 1.13. BILL has a 1-year low of $31.41 and a 1-year high of $57.21.

BILL (NYSE:BILL) last released its quarterly earnings results on Wednesday, August 19th. The company reported $0.84 EPS for the quarter, beating analysts’ consensus estimates of $0.71 by $0.13. The firm had revenue of $436.19 million for the quarter, compared to analyst estimates of $430.55 million. BILL had a negative net margin of 0.68% and a positive return on equity of 3.67%. The company’s revenue for the quarter was up 13.8% compared to the same quarter last year. During the same period in the previous year, the business earned $0.53 earnings per share. BILL has set its Q1 2027 guidance at 0.960-1.000 EPS and its FY 2027 guidance at 3.560-3.790 EPS. Equities analysts forecast that BILL will post 1.48 earnings per share for the current fiscal year.

Trending Headlines about BILL

Here are the key news stories impacting BILL this week:

• Positive Sentiment: Fourth-quarter results beat expectations. BILL reported adjusted EPS of $0.84, above the $0.71 consensus estimate, while revenue rose 13.8% year over year to $436.2 million, exceeding expectations of $430.6 million. Bill Holdings Shares Climb on Strong Q4 Report: Details
• Positive Sentiment: Fiscal 2027 earnings guidance was well above consensus. BILL guided for full-year EPS of $3.56-$3.79, compared with analysts’ estimate of $3.00. First-quarter EPS guidance of $0.96-$1.00 also exceeded the $0.67 consensus, signaling expectations for continued profitable growth. BILL Holdings Surpasses Q4 Earnings and Revenue Estimates
• Positive Sentiment: Management is emphasizing AI-native automation and payment-volume growth. The company expects AI-powered products, unified-platform sales and rising total payment volume (TPV) to support fiscal 2027 growth and operating efficiency. TPV from AI-native companies reportedly doubled sequentially. BILL Q4 Earnings Call Centers on AI-Native Shift
• Positive Sentiment: Analysts raised their valuation expectations. Keefe, Bruyette & Woods increased its price target to $54 from $46 while maintaining a “market perform” rating. BTIG reaffirmed its “buy” rating with a $60 target. Analyst Rating and Price Target Updates
• Neutral Sentiment: Articles about California legislation, Bill Maher and unrelated high-speed rail policy do not appear connected to BILL Holdings or its business outlook.
• Negative Sentiment: Near-term concerns may be limiting further upside. First-quarter revenue guidance of $432.5-$442.5 million was slightly below the $443 million consensus estimate. In addition, KBW’s “market perform” rating and the stock’s recent gains may encourage profit-taking while investors assess execution risks tied to product, sales, Spend and Expense, and banking changes.

Institutional Investors Weigh In On BILL

Several hedge funds and other institutional investors have recently made changes to their positions in the company. Marshall Wace LLP boosted its holdings in BILL by 36.5% in the fourth quarter. Marshall Wace LLP now owns 2,958,096 shares of the company’s stock valued at $161,335,000 after acquiring an additional 791,197 shares during the last quarter. Senvest Management LLC lifted its position in BILL by 155.8% during the 4th quarter. Senvest Management LLC now owns 2,573,261 shares of the company’s stock valued at $140,346,000 after purchasing an additional 1,567,186 shares during the period. Ameriprise Financial Inc. lifted its position in BILL by 14.2% during the 3rd quarter. Ameriprise Financial Inc. now owns 2,546,171 shares of the company’s stock valued at $134,871,000 after purchasing an additional 317,014 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its stake in shares of BILL by 20.0% in the 3rd quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 1,521,030 shares of the company’s stock valued at $80,569,000 after purchasing an additional 253,310 shares during the last quarter. Finally, National Bank of Canada FI bought a new position in shares of BILL in the 3rd quarter valued at about $42,376,000. 97.99% of the stock is owned by institutional investors and hedge funds.

About BILL

BILL Holdings, Inc provides financial automation software for small and midsize businesses worldwide. The company provides software-as-a-service, cloud-based payments, and spend management products, which allow users to automate accounts payable and accounts receivable transactions, as well as enable users to connect with their suppliers and/or customers to do business, eliminate expense reports, manage cash flows, and improve office efficiency. It also offers onboarding implementation support, and ongoing support and training services.