BILL (NYSE:BILL) Releases Q1 2027 Earnings Guidance

BILL (NYSE:BILL) issued an update on its first quarter 2027 earnings guidance on Wednesday. The company provided EPS guidance of 0.960-1.000 for the period, compared to the consensus estimate of 0.670. The company issued revenue guidance of $432.5 million-$442.5 million, compared to the consensus revenue estimate of $443.0 million. BILL also updated its FY 2027 guidance to 3.560-3.790 EPS.

BILL Stock Down 3.2%

BILL stock opened at $47.62 on Thursday. BILL has a one year low of $31.41 and a one year high of $57.21. The firm has a market cap of $4.74 billion, a PE ratio of -4,757.24, a PEG ratio of 1.11 and a beta of 1.13. The firm’s 50 day moving average price is $41.73 and its 200-day moving average price is $40.56. The company has a debt-to-equity ratio of 0.48, a quick ratio of 1.66 and a current ratio of 1.66.

BILL (NYSE:BILL) last issued its quarterly earnings data on Wednesday, August 19th. The company reported $0.84 earnings per share for the quarter, topping the consensus estimate of $0.71 by $0.13. The company had revenue of $436.19 million during the quarter, compared to analyst estimates of $430.55 million. BILL had a return on equity of 2.40% and a net margin of 0.01%.The firm’s revenue for the quarter was up 13.8% compared to the same quarter last year. During the same period in the prior year, the business posted $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. On average, equities research analysts anticipate that BILL will post 0.95 EPS for the current year.

Wall Street Analyst Weigh In

A number of equities analysts have recently weighed in on the company. Oppenheimer set a $55.00 price target on BILL and gave the stock an “outperform” rating in a report on Friday, May 8th. Jefferies Financial Group restated a “buy” rating and issued a $56.00 price objective on shares of BILL in a report on Thursday. TD Cowen began coverage on shares of BILL in a report on Monday, June 22nd. They issued a “buy” rating and a $43.00 price objective on the stock. BMO Capital Markets upped their target price on shares of BILL from $43.00 to $46.00 and gave the company a “market perform” rating in a research report on Friday, May 8th. Finally, Keefe, Bruyette & Woods increased their target price on shares of BILL from $42.00 to $49.00 and gave the stock a “market perform” rating in a research note on Tuesday, May 12th. Twelve research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, BILL has a consensus rating of “Hold” and an average target price of $56.25.

More BILL News

Here are the key news stories impacting BILL this week:

• Positive Sentiment: Q4 results exceeded estimates: BILL reported adjusted EPS of $0.84, up from $0.53 a year earlier and above the $0.69–$0.71 analyst consensus. Revenue rose 13.8% year over year to $436.2 million, also topping expectations. BILL Holdings Surpasses Q4 Earnings and Revenue Estimates
• Positive Sentiment: Profit outlook was raised well above consensus: BILL guided to fiscal 2027 EPS of $3.56–$3.79, compared with the $3.00 analyst estimate. First-quarter fiscal 2027 EPS guidance of $0.96–$1.00 also exceeded the $0.67 consensus, suggesting stronger operating leverage. Revenue guidance was $1.8–$1.9 billion for fiscal 2027. BILL Holdings Q4 2026 Earnings Call Transcript
• Positive Sentiment: Payment volume and AI trends support growth: Analysts highlighted accelerating total payment volume, with volume from AI-native companies reportedly doubling sequentially. BILL also plans additional AI-powered features, while management says most revenue is tied to payment activity rather than customer headcount. BILL Holdings TPV Acceleration and Great Earnings Growth
• Neutral Sentiment: Near-term revenue guidance was slightly below expectations: First-quarter fiscal 2027 revenue guidance of $432.5–$442.5 million was marginally below the $443 million consensus at the midpoint, potentially tempering the otherwise strong earnings reaction. BILL Holdings Key Metrics Compared With Estimates

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently made changes to their positions in the business. Senvest Management LLC raised its position in BILL by 155.8% in 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 in the last quarter. Marshall Wace LLP boosted its stake in shares of BILL by 190.8% in the 3rd quarter. Marshall Wace LLP now owns 2,166,899 shares of the company’s stock valued at $114,781,000 after buying an additional 1,421,785 shares during the period. National Bank of Canada FI acquired a new position in shares of BILL during the third quarter worth about $42,376,000. Deutsche Bank AG grew its position in shares of BILL by 4,231.6% during the fourth quarter. Deutsche Bank AG now owns 365,717 shares of the company’s stock worth $19,946,000 after buying an additional 357,274 shares in the last quarter. Finally, Ameriprise Financial Inc. grew its position in shares of BILL by 14.2% during the third quarter. Ameriprise Financial Inc. now owns 2,546,171 shares of the company’s stock worth $134,871,000 after buying an additional 317,014 shares in the last quarter. Hedge funds and other institutional investors own 97.99% of the company’s stock.

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.