BILL (NYSE:BILL) Releases FY 2026 Earnings Guidance

BILL (NYSE:BILL) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of 2.330-2.410 for the period, compared to the consensus estimate of 1.520. 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 Q3 2026 guidance to 0.530-0.570 EPS.

Wall Street Analysts Forecast Growth

Several research firms have recently issued reports on BILL. Evercore ISI set a $42.00 price objective on shares of BILL in a report on Friday. Susquehanna lowered their price target on BILL from $89.00 to $84.00 and set a “positive” rating on the stock in a research report on Friday, November 7th. Weiss Ratings restated a “sell (d+)” rating on shares of BILL in a report on Monday, December 29th. BTIG Research reaffirmed a “buy” rating and set a $60.00 target price on shares of BILL in a research note on Monday, February 2nd. Finally, Robert W. Baird set a $50.00 price target on shares of BILL in a research report on Friday. One research analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating, nine have given a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat.com, BILL currently has a consensus rating of “Moderate Buy” and a consensus target price of $56.61.

BILL Stock Up 37.1%

BILL stock opened at $48.92 on Friday. The company has a market cap of $4.90 billion, a price-to-earnings ratio of -203.83, a PEG ratio of 4.95 and a beta of 1.30. BILL has a 12-month low of $35.46 and a 12-month high of $67.54. The company has a quick ratio of 1.67, a current ratio of 1.67 and a debt-to-equity ratio of 0.47. The company has a 50 day moving average of $50.74 and a two-hundred day moving average of $48.96.

BILL (NYSE:BILL) last posted its earnings results on Thursday, February 5th. The company reported $0.64 earnings per share (EPS) for the quarter, beating 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 firm had revenue of $414.67 million during the quarter, compared to analysts’ expectations of $399.71 million. During the same period in the previous year, the company earned $0.56 earnings per share. The company’s revenue was up 14.4% compared to the same quarter last year. 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 analysts anticipate that BILL will post 0.12 earnings per share for the current fiscal year.

Insider Activity at BILL

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

Key Stories Impacting BILL

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

Institutional Trading of BILL

A number of institutional investors and hedge funds have recently added to or reduced their stakes in BILL. Cinctive Capital Management LP acquired a new position in BILL in the third quarter valued at about $432,000. Jupiter Wealth Management LLC bought a new stake in shares of BILL in the third quarter worth about $371,000. Envestnet Asset Management Inc. bought a new stake in shares of BILL in the third quarter worth about $354,000. Headlands Technologies LLC acquired a new stake in shares of BILL during the second quarter worth about $487,000. Finally, Shay Capital LLC raised its holdings in BILL by 14.5% during the 2nd quarter. Shay Capital LLC now owns 7,100 shares of the company’s stock worth $328,000 after buying an additional 900 shares during the period. 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.