Keefe, Bruyette & Woods Forecasts Strong Price Appreciation for BILL (NYSE:BILL) Stock

BILL (NYSE:BILL) had its price target increased by analysts at Keefe, Bruyette & Woods from $46.00 to $54.00 in a report released on Thursday,Benzinga reports. The brokerage presently has a “market perform” rating on the stock. Keefe, Bruyette & Woods’ price objective indicates a potential upside of 16.03% from the company’s current price.

A number of other brokerages also recently issued reports on BILL. JPMorgan Chase & Co. cut their target price on BILL from $60.00 to $50.00 and set an “overweight” rating for the company in a research note on Friday, June 5th. BTIG Research restated a “buy” rating and issued a $60.00 price target on shares of BILL in a research note on Thursday. Morgan Stanley set a $60.00 price objective on BILL in a report on Thursday. Truist Financial increased their price objective on BILL from $38.00 to $44.00 and gave the stock a “hold” rating in a research report on Friday, July 24th. Finally, Oppenheimer set a $55.00 target price on BILL and gave the company an “outperform” rating in a report on Friday, May 8th. Twelve research analysts have rated the stock with a Buy rating, ten have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Hold” and an average price target of $57.55.

BILL Stock Performance

Shares of NYSE:BILL traded down $1.17 during midday trading on Thursday, hitting $46.54. The stock had a trading volume of 2,204,215 shares, compared to its average volume of 2,627,808. BILL has a 1 year low of $31.41 and a 1 year high of $57.21. 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 has a 50 day moving average price of $41.73 and a two-hundred day moving average price of $40.56. The company has a market capitalization of $4.64 billion, a PE ratio of -4,649.35, a P/E/G ratio of 1.11 and a beta of 1.13.

BILL (NYSE:BILL) last posted its quarterly earnings results on Wednesday, August 19th. The company reported $0.84 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.71 by $0.13. The firm had revenue of $436.19 million during the quarter, compared to analysts’ expectations of $430.55 million. BILL had a net margin of 0.01% and a return on equity of 2.40%. The firm’s revenue for the quarter was up 13.8% on a year-over-year basis. During the same period in the prior year, the company 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. As a group, equities analysts predict that BILL will post 0.95 earnings per share for the current fiscal year.

Institutional Investors Weigh In On BILL

Several institutional investors have recently modified their holdings of the company. Quantitative Investment Management LLC acquired a new stake in shares of BILL in the 2nd quarter worth approximately $595,000. Two Sigma Securities LLC purchased a new position in BILL in the 2nd quarter valued at approximately $424,000. Hsbc Holdings PLC acquired a new position in BILL during the second quarter worth $10,940,000. North Star Asset Management Inc. acquired a new position in BILL during the second quarter worth $529,000. Finally, Empowered Funds LLC purchased a new stake in BILL during the second quarter worth $2,479,000. Hedge funds and other institutional investors own 97.99% of the company’s stock.

Key Headlines Impacting BILL

Here are the key news stories impacting BILL this week:

• Positive Sentiment: Q4 results exceeded expectations. BILL reported adjusted earnings of $0.84 per share, above the $0.71 analyst consensus, while revenue rose 13.8% year over year to $436.2 million, topping estimates of $430.6 million. Earnings also improved from $0.53 per share a year earlier. BILL Holdings Surpasses Q4 Earnings and Revenue Estimates
• Positive Sentiment: Fiscal 2027 profit guidance was well above expectations. BILL forecast full-year EPS of $3.56-$3.79 versus the $3.00 consensus, with revenue guidance of $1.8-$1.9 billion broadly in line with estimates. First-quarter EPS guidance of $0.96-$1.00 also exceeded the $0.67 consensus. BILL Analyst Coverage
• Positive Sentiment: Analyst support remains favorable. BTIG Research reaffirmed its “Buy” rating and set a $60 price target, implying substantial upside from recent trading levels. Benzinga Analyst Update
• Positive Sentiment: Payment-volume growth and AI adoption are emerging catalysts. Commentary highlighted accelerating total payment volume, rising activity from AI-native customers, upcoming AI-powered features and potential efficiency gains from automation. BILL Holdings TPV Acceleration and Earnings Growth
• Neutral Sentiment: Management is shifting toward an AI-native, unified platform. The strategy is designed to support profitable growth, but investors will monitor execution in sales, Spend and Expense and banking-related initiatives. BILL Q4 Earnings Call Centers on AI-Native Shift
• Negative Sentiment: Near-term revenue guidance was slightly below consensus. BILL’s $432.5-$442.5 million first-quarter revenue outlook compares with analyst expectations of $443 million, potentially tempering enthusiasm despite the stronger EPS forecast.

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.