BILL (NYSE:BILL) Releases FY 2026 Earnings Guidance

BILL (NYSE:BILL) updated its FY 2026 earnings guidance on Thursday. The company provided earnings per share guidance of 2.330-2.410 for the period, compared to the consensus earnings per share estimate of 1.520. The company issued revenue guidance of $1.6 billion-$1.7 billion, compared to the consensus revenue estimate of $1.6 billion. BILL also updated its Q3 2026 guidance to 0.530-0.570 EPS.

BILL Stock Up 17.3%

NYSE:BILL traded up $6.19 during trading hours on Friday, hitting $41.87. 3,256,293 shares of the company’s stock traded hands, compared to its average volume of 3,019,643. The company has a debt-to-equity ratio of 0.47, a quick ratio of 1.67 and a current ratio of 1.67. BILL has a twelve month low of $35.46 and a twelve month high of $67.54. The stock’s fifty day moving average price is $50.77 and its two-hundred day moving average price is $48.94. The firm has a market cap of $4.19 billion, a P/E ratio of -154.64, a P/E/G ratio of 5.17 and a beta of 1.30.

BILL (NYSE:BILL) last posted its quarterly earnings results on Thursday, February 5th. The company reported $0.64 EPS for the quarter, topping the consensus estimate of $0.56 by $0.08. The business had revenue of $414.67 million during the quarter, compared to analysts’ expectations of $399.71 million. BILL had a net margin of 0.79% and a return on equity of 1.39%. The firm’s quarterly revenue was up 14.4% compared to the same quarter last year. During the same period last year, the company posted $0.56 earnings per share. BILL has set its Q3 2026 guidance at 0.530-0.570 EPS and its FY 2026 guidance at 2.330-2.410 EPS. On average, research analysts expect that BILL will post 0.12 earnings per share for the current fiscal year.

Analyst Ratings Changes

A number of analysts have recently weighed in on the stock. Zacks Research upgraded shares of BILL from a “hold” rating to a “strong-buy” rating in a research note on Friday, January 9th. Evercore ISI set a $42.00 price target on shares of BILL in a report on Friday. Needham & Company LLC reaffirmed a “buy” rating and issued a $75.00 price target on shares of BILL in a research report on Friday. UBS Group lowered their price target on BILL from $65.00 to $60.00 and set a “buy” rating on the stock in a research note on Friday, November 7th. Finally, Weiss Ratings reissued a “sell (d+)” rating on shares of BILL in a report on Monday, December 29th. One analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, nine have issued a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $57.36.

Insiders Place Their Bets

In other BILL news, SVP Germaine Cota sold 1,104 shares of the company’s stock in a transaction on Tuesday, December 2nd. The stock was sold at an average price of $51.23, for a total transaction of $56,557.92. Following the transaction, the senior vice president owned 10,812 shares of the company’s stock, valued at approximately $553,898.76. This represents a 9.26% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 13.20% of the stock is owned by company insiders.

Trending Headlines about BILL

Here are the key news stories impacting BILL this week:

• Positive Sentiment: BILL beat Q2 expectations and raised guidance — Q2 EPS $0.64 vs. $0.56 expected, revenue $414.7M vs. $399.7M expected, revenue +14.4% YoY; company updated FY26 EPS guidance to $2.33–$2.41 (well above consensus) and raised Q3 guidance. This is the primary bullish catalyst supporting the stock. BILL Reports Second Quarter Fiscal Year 2026 Financial Results
• Positive Sentiment: Analyst bullishness from Needham — Needham reaffirmed a “buy” and set a $75 price target (implying a large upside), which supports optimism on longer-term upside and can attract buyers. Benzinga
• Positive Sentiment: Bullish commentary/coverage — a Seeking Alpha piece argues BILL can “muscle past AI fears,” highlights attractive valuation (low EV/revenue and reasonable FY26 P/E), platform stickiness, TPV and customer growth — reinforcing the view that the beat and guidance are sustainable. BILL Holdings: Muscle Past AI Fears And Buy This Stock For Value
• Neutral Sentiment: Earnings call transcript available — investors can review management’s commentary and detail on trends, margin drivers, subscription resilience and TPV in the Q2 call transcript for color on sustainability of guidance. BILL Holdings, Inc. (BILL) Q2 2026 Earnings Call Transcript
• Neutral Sentiment: Analysts and data providers digging into metrics — Zacks and others published metric-level takes confirming the beat and highlighting which KPIs drove results; useful for discerning quality of the beat but not an immediate directional catalyst. Here’s What Key Metrics Tell Us About BILL Holdings (BILL) Q2 Earnings
• Negative Sentiment: BMO trimmed its price target from $50 to $46 and set a “market perform” rating — a more cautious stance that could cap upside or prompt some profit-taking despite the beat. (No article link provided for this note.)

Hedge Funds Weigh In On BILL

A number of hedge funds and other institutional investors have recently made changes to their positions in BILL. Caitong International Asset Management Co. Ltd lifted its stake in BILL by 972.0% in the third quarter. Caitong International Asset Management Co. Ltd now owns 536 shares of the company’s stock worth $28,000 after purchasing an additional 486 shares during the last quarter. Tower Research Capital LLC TRC boosted its position in BILL by 43.5% in the second quarter. Tower Research Capital LLC TRC now owns 3,469 shares of the company’s stock worth $160,000 after purchasing an additional 1,052 shares during the last quarter. Quarry LP purchased a new stake in shares of BILL during the 3rd quarter valued at about $199,000. Creative Planning bought a new position in shares of BILL in the 3rd quarter worth approximately $261,000. Finally, Sender Co & Partners Inc. bought a new stake in BILL during the second quarter valued at approximately $241,000. 97.99% of the stock is owned by hedge funds and other institutional investors.

BILL Company Profile

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.