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

BILL has been the subject of several recent research reports. Canaccord Genuity Group increased their price target on shares of BILL from $75.00 to $77.00 and gave the stock a “buy” rating in a research report on Tuesday, February 10th. BTIG Research reissued a “buy” rating and issued a $60.00 price target on shares of BILL in a research report on Monday, February 2nd. Needham & Company LLC reissued a “buy” rating and issued a $75.00 price target on shares of BILL in a research report on Friday, February 6th. BMO Capital Markets dropped their price target on shares of BILL from $50.00 to $46.00 and set a “market perform” rating for the company in a research report on Friday, February 6th. Finally, Truist Financial dropped their price target on shares of BILL from $59.00 to $46.00 and set a “buy” rating for the company in a research report on Friday, April 24th. Twelve investment analysts have rated the stock with a Buy rating, ten have given a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus price target of $55.10.

BILL Price Performance

NYSE:BILL traded up $0.55 during mid-day trading on Thursday, hitting $37.62. The company’s stock had a trading volume of 5,086,473 shares, compared to its average volume of 1,605,572. BILL has a fifty-two week low of $34.44 and a fifty-two week 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 company has a market capitalization of $3.72 billion, a price-to-earnings ratio of -156.77, a P/E/G ratio of 3.33 and a beta of 1.22. The stock has a fifty day moving average of $39.55 and a 200-day moving average of $46.11.

BILL (NYSE:BILL) last issued its quarterly earnings data on Thursday, May 7th. The company reported $0.68 earnings per share for the quarter, topping the consensus estimate of $0.55 by $0.13. The firm had revenue of $406.56 million for the quarter, compared to analysts’ expectations of $403.76 million. BILL had a negative net margin of 1.56% and a positive return on equity of 1.70%. The company’s quarterly revenue was up 13.5% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.50 earnings per share. BILL has set its FY 2026 guidance at 2.610-2.640 EPS and its Q4 2026 guidance at 0.690-0.720 EPS. As a group, equities analysts forecast that BILL will post 0.59 EPS for the current fiscal year.

BILL News Summary

Here are the key news stories impacting BILL this week:

• Positive Sentiment: Q3 earnings beat — BILL reported $0.68 EPS vs. consensus $0.55 and revenue of $406.6M (up 13.5% year-over-year), signaling healthier top- and bottom-line trends. BILL Holdings (BILL) Tops Q3 Earnings and Revenue Estimates
• Positive Sentiment: Upgraded guidance — management raised Q4 FY2026 EPS guide to $0.690–$0.720 (well above Street) and FY2026 to $2.610–$2.640, implying stronger margin recovery and revenue growth for the year. Investors are treating the guidance as a major positive catalyst. BILL Press Release / Guidance
• Positive Sentiment: Cost actions to improve profitability — BILL announced workforce cuts of up to ~30% aimed at boosting profitability; the move was received positively by the market and helped drive a notable share spike in after-hours trading. BILL cuts about 30% jobs to boost profitability, shares jump
• Neutral Sentiment: Company-hosted materials available — earnings press release, slide deck and conference-call transcript were posted (useful for digging into metrics and management commentary). Listen to Conference Call / View Materials
• Neutral Sentiment: Analyst and peer comparison pieces are appearing (e.g., BILL vs. DDOG), which may affect investor positioning but are secondary to the company’s results and guidance. BILL vs. DDOG: Which Stock Is the Better Value Option?
• Negative Sentiment: Profitability still mixed — despite the beat, BILL reported a negative net margin (~-1.6%) and modest ROE, underscoring that the business has not fully returned to consistent profitability and remains execution-sensitive. BILL Earnings Highlights / Metrics

Institutional Trading of BILL

Several hedge funds have recently modified their holdings of BILL. Empowered Funds LLC grew its stake in shares of BILL by 50.3% during the first quarter. Empowered Funds LLC now owns 8,002 shares of the company’s stock valued at $367,000 after purchasing an additional 2,678 shares during the last quarter. Prudential Financial Inc. grew its stake in shares of BILL by 19.6% during the second quarter. Prudential Financial Inc. now owns 9,992 shares of the company’s stock valued at $462,000 after purchasing an additional 1,637 shares during the last quarter. California Public Employees Retirement System boosted its stake in BILL by 2.2% in the second quarter. California Public Employees Retirement System now owns 167,487 shares of the company’s stock valued at $7,748,000 after acquiring an additional 3,602 shares during the last quarter. AXA S.A. boosted its stake in BILL by 121.7% in the second quarter. AXA S.A. now owns 58,346 shares of the company’s stock valued at $2,699,000 after acquiring an additional 32,024 shares during the last quarter. Finally, Bayesian Capital Management LP bought a new position in BILL in the second quarter valued at approximately $1,624,000. 97.99% of the stock is owned by institutional investors.

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.