BILL (NYSE:BILL) Issues FY 2026 Earnings Guidance

BILL (NYSE:BILL) updated its FY 2026 earnings guidance on Thursday. The company provided EPS guidance of 2.610-2.640 for the period, compared to the consensus EPS estimate of 2.030. 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 Q4 2026 guidance to 0.690-0.720 EPS.

Analyst Upgrades and Downgrades

Several equities research analysts have weighed in on the company. Morgan Stanley lowered their price target on BILL from $55.00 to $50.00 and set an “equal weight” rating for the company in a report on Thursday, April 30th. Citigroup lowered their price target on BILL from $71.00 to $62.00 and set a “buy” rating for the company in a report on Thursday, January 22nd. Zacks Research downgraded BILL from a “strong-buy” rating to a “hold” rating in a report on Tuesday, February 10th. Weiss Ratings reissued a “sell (d)” rating on shares of BILL in a report on Wednesday. Finally, Jefferies Financial Group reissued a “buy” rating on shares of BILL in a report on Friday, February 6th. Twelve analysts have rated the stock with a Buy rating, ten have issued a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus target price of $55.10.

BILL Stock Performance

BILL opened at $37.62 on Friday. BILL has a 12-month low of $34.44 and a 12-month high of $57.21. The company has a current ratio of 1.65, a quick ratio of 1.65 and a debt-to-equity ratio of 0.48. The firm has a market capitalization of $3.72 billion, a PE ratio of -156.77, a P/E/G ratio of 3.33 and a beta of 1.22. The firm has a 50 day moving average of $39.55 and a two-hundred day moving average of $46.11.

BILL (NYSE:BILL) last posted its quarterly earnings results on Thursday, February 5th. The company reported $0.64 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.56 by $0.08. BILL had a negative net margin of 1.56% and a positive return on equity of 1.70%. The company had revenue of $414.67 million during the quarter, compared to analyst estimates of $399.71 million. During the same period last year, the firm posted $0.56 EPS. BILL’s revenue for the quarter was up 14.4% compared to the same quarter last year. On average, analysts anticipate that BILL will post 0.59 EPS for the current year.

Key BILL News

Here are the key news stories impacting BILL this week:

• Positive Sentiment: Q3 results beat expectations — BILL reported $0.68 EPS (vs. $0.55 consensus) and $406.6M revenue (up ~13.5% YoY), showing underlying top-line growth and an earnings beat that supports the rally. BILL Tops Q3 Earnings and Revenue Estimates
• Positive Sentiment: Management raised guidance meaningfully — Q4 EPS guide of $0.690–0.720 vs. $0.480 consensus and FY2026 EPS guide of $2.610–2.640 (consensus ~2.03); revenue guide $1.6B–$1.7B. Guidance above Street expectations materially improves the growth/profit outlook. Earnings Transcript & Guidance
• Positive Sentiment: Cost cuts and AI focus: CEO said BILL will reduce headcount by up to 30% this quarter and re-prioritize investment toward AI — a move investors interpreted as boosting near-term profitability; shares jumped in extended trading after the news. BILL cuts about 30% jobs to boost profitability, shares jump
• Neutral Sentiment: Relative valuation/peer context: analysis comparing BILL with peers (e.g., Datadog) is out — useful for investors considering whether the stock’s rally is still attractive versus other software/AI plays. BILL vs. DDOG: Which Stock Is the Better Value Option?
• Negative Sentiment: Profitability still mixed — despite the beat and guidance, trailing metrics show a small negative net margin (-1.56%) and historically negative P/E; the company must convert higher guidance into sustained margin improvement. BILL Stock Profile & Metrics

Hedge Funds Weigh In On BILL

A number of institutional investors have recently bought and sold shares of BILL. Aster Capital Management DIFC Ltd acquired a new position in BILL in the fourth quarter valued at approximately $28,000. Caitong International Asset Management Co. Ltd lifted its holdings in BILL by 972.0% in the third quarter. Caitong International Asset Management Co. Ltd now owns 536 shares of the company’s stock valued at $28,000 after acquiring an additional 486 shares during the period. UMB Bank n.a. lifted its holdings in BILL by 21.8% in the fourth quarter. UMB Bank n.a. now owns 1,336 shares of the company’s stock valued at $73,000 after acquiring an additional 239 shares during the period. Tower Research Capital LLC TRC lifted its holdings in BILL by 43.5% in the second quarter. Tower Research Capital LLC TRC now owns 3,469 shares of the company’s stock valued at $160,000 after acquiring an additional 1,052 shares during the period. Finally, Quarry LP acquired a new position in BILL in the third quarter valued at approximately $199,000. 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.