BILL (NYSE:BILL) Given “Buy” Rating at Needham & Company LLC

Needham & Company LLC reiterated their buy rating on shares of BILL (NYSE:BILL) in a research report released on Friday,Benzinga reports. Needham & Company LLC currently has a $75.00 price objective on the stock.

Several other equities research analysts have also recently commented on the company. The Goldman Sachs Group increased their price objective on BILL from $54.00 to $62.00 and gave the company a “buy” rating in a research report on Monday, October 13th. JPMorgan Chase & Co. raised their price target on shares of BILL from $55.00 to $60.00 and gave the company an “overweight” rating in a report on Friday, November 7th. Zacks Research raised shares of BILL from a “hold” rating to a “strong-buy” rating in a report on Friday, January 9th. BMO Capital Markets lowered their price objective on shares of BILL from $50.00 to $46.00 and set a “market perform” rating on the stock in a research report on Friday. Finally, William Blair reaffirmed a “market perform” rating on shares of BILL in a research report on Friday, November 7th. One research analyst has rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating, nine have assigned a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $56.61.

BILL Trading Up 37.1%

Shares of NYSE BILL opened at $48.92 on Friday. The company has a market cap of $4.90 billion, a PE ratio of -203.83, a P/E/G ratio of 4.95 and a beta of 1.30. The company has a debt-to-equity ratio of 0.47, a quick ratio of 1.67 and a current ratio of 1.67. The firm’s 50 day moving average price is $50.74 and its 200-day moving average price is $48.96. BILL has a 52-week low of $35.46 and a 52-week high of $67.54.

BILL (NYSE:BILL) last announced its quarterly earnings data on Thursday, February 5th. The company reported $0.64 earnings per share 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 1.69%. The company had revenue of $414.67 million during the quarter, compared to analyst estimates of $399.71 million. During the same period in the previous year, the business earned $0.56 EPS. The firm’s revenue for the quarter was up 14.4% on a year-over-year basis. 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, equities research analysts expect that BILL will post 0.12 EPS for the current fiscal year.

Insider Activity at BILL

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

Institutional Inflows and Outflows

Institutional investors have recently made changes to their positions in the stock. Caitong International Asset Management Co. Ltd grew its stake in shares of BILL by 972.0% during the 3rd 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. CWM LLC lifted its holdings in BILL by 1,000.0% during the fourth quarter. CWM LLC now owns 803 shares of the company’s stock valued at $44,000 after purchasing an additional 730 shares in the last quarter. Blue Trust Inc. lifted its holdings in BILL by 102.7% during the second quarter. Blue Trust Inc. now owns 1,261 shares of the company’s stock valued at $58,000 after purchasing an additional 639 shares in the last quarter. FNY Investment Advisers LLC increased its stake in shares of BILL by 133.7% in the second quarter. FNY Investment Advisers LLC now owns 1,402 shares of the company’s stock worth $64,000 after purchasing an additional 802 shares in the last quarter. Finally, Hantz Financial Services Inc. increased its stake in shares of BILL by 189.2% in the third quarter. Hantz Financial Services Inc. now owns 1,255 shares of the company’s stock worth $66,000 after purchasing an additional 821 shares in the last quarter. Institutional investors own 97.99% of the company’s stock.

Key BILL News

Here are the key news stories impacting BILL this week:

• Positive Sentiment: Q2 results: BILL reported revenue and EPS above Street estimates and emphasized stronger profitability and TPV growth; management raised FY26 and Q3 guidance, signaling better-than-expected near-term momentum. BILL Reports Second Quarter Fiscal Year 2026 Financial Results
• Positive Sentiment: Analysts/coverage note: Zacks highlights the Q2 beat driven by core platform strength and higher total payment volume (TPV), reinforcing the narrative that billing and payments momentum is re-accelerating. BILL Holdings Q2 Earnings Beat Estimates on Core Strength & Higher TPV
• Positive Sentiment: Bullish research piece argues BILL’s valuation and margin profile look attractive after the quarter, pointing to durable subscription revenue, expanding customer base and raised FY26 guidance as a buy thesis. BILL Holdings: Muscle Past AI Fears And Buy This Stock For Value
• Positive Sentiment: Broker support: Needham reaffirmed a “buy” rating and $75 price target, providing a strong bullish anchor and a sizable upside case versus the current share price. Needham & Company LLC Reaffirms Buy
• Neutral Sentiment: Earnings call/transcript published — useful for hearing management detail on TPV, customer trends, and margin drivers but not additional headline moves beyond the release. BILL Q2 2026 Earnings Call Transcript
• Neutral Sentiment: Analytical breakdowns (Zacks follow-ups) review key metrics vs. estimates — helpful context but largely restates the beat and guidance details. Here’s What Key Metrics Tell Us About BILL Q2 Earnings
• Negative Sentiment: Price-target cuts: Keefe, Bruyette & Woods trimmed their target to $49 and moved to “market perform,” reducing an upside driver and signaling more cautious near-term expectations from some shops. Keefe, Bruyette & Woods Lowers Price Target
• Negative Sentiment: Another sell-side trim: BMO cut its target to $46 and classified the stock as “market perform,” which may cap further rallies until more evidence of sustained growth appears. BILL Price Target Lowered at BMO Capital Markets

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.