BILL Holdings, Inc. (NYSE:BILL – Get Free Report) gapped up before the market opened on Friday after the company announced better than expected quarterly earnings. The stock had previously closed at $35.68, but opened at $41.14. BILL shares last traded at $41.1640, with a volume of 1,110,384 shares changing hands.
The company reported $0.64 earnings per share for the quarter, topping analysts’ consensus estimates of $0.56 by $0.08. BILL had a net margin of 0.79% and a return on equity of 1.39%. The business had revenue of $414.67 million during the quarter, compared to the consensus estimate of $399.71 million. During the same quarter in the prior year, the firm posted $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.
Trending Headlines about BILL
Here are the key news stories impacting BILL this week:
- Positive Sentiment: BILL beat Q2 expectations and raised guidance — Q2 EPS $0.64 vs. $0.56 expected, revenue $414.7M vs. $399.7M expected, revenue +14.4% YoY; company updated FY26 EPS guidance to $2.33–$2.41 (well above consensus) and raised Q3 guidance. This is the primary bullish catalyst supporting the stock. BILL Reports Second Quarter Fiscal Year 2026 Financial Results
- Positive Sentiment: Analyst bullishness from Needham — Needham reaffirmed a “buy” and set a $75 price target (implying a large upside), which supports optimism on longer-term upside and can attract buyers. Benzinga
- Positive Sentiment: Bullish commentary/coverage — a Seeking Alpha piece argues BILL can “muscle past AI fears,” highlights attractive valuation (low EV/revenue and reasonable FY26 P/E), platform stickiness, TPV and customer growth — reinforcing the view that the beat and guidance are sustainable. BILL Holdings: Muscle Past AI Fears And Buy This Stock For Value
- Neutral Sentiment: Earnings call transcript available — investors can review management’s commentary and detail on trends, margin drivers, subscription resilience and TPV in the Q2 call transcript for color on sustainability of guidance. BILL Holdings, Inc. (BILL) Q2 2026 Earnings Call Transcript
- Neutral Sentiment: Analysts and data providers digging into metrics — Zacks and others published metric-level takes confirming the beat and highlighting which KPIs drove results; useful for discerning quality of the beat but not an immediate directional catalyst. Here’s What Key Metrics Tell Us About BILL Holdings (BILL) Q2 Earnings
- Negative Sentiment: BMO trimmed its price target from $50 to $46 and set a “market perform” rating — a more cautious stance that could cap upside or prompt some profit-taking despite the beat. (No article link provided for this note.)
Analyst Ratings Changes
Get Our Latest Research Report on BILL
Insider Transactions at BILL
In other BILL news, SVP Germaine Cota sold 1,104 shares of the 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 sale, the senior vice president directly owned 10,812 shares of the company’s stock, valued at $553,898.76. This trade represents a 9.26% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. 13.20% of the stock is owned by corporate insiders.
Institutional Trading of BILL
A number of hedge funds and other institutional investors have recently modified their holdings of BILL. Nomura Holdings Inc. raised its position in BILL by 7,753.6% in the second quarter. Nomura Holdings Inc. now owns 1,486,762 shares of the company’s stock worth $68,778,000 after acquiring an additional 1,467,831 shares in the last quarter. Marshall Wace LLP lifted its position in shares of BILL by 190.8% during the 3rd quarter. Marshall Wace LLP now owns 2,166,899 shares of the company’s stock valued at $114,781,000 after acquiring an additional 1,421,785 shares during the last quarter. Norges Bank acquired a new stake in BILL during the 2nd quarter worth about $52,908,000. Senvest Management LLC increased its stake in BILL by 96.2% in the 2nd quarter. Senvest Management LLC now owns 1,827,889 shares of the company’s stock valued at $84,558,000 after buying an additional 896,393 shares during the period. Finally, National Bank of Canada FI acquired a new stake in BILL during the third quarter valued at $42,376,000. Institutional investors own 97.99% of the company’s stock.
BILL Stock Up 15.1%
The business has a 50 day simple moving average of $50.77 and a 200 day simple moving average of $48.94. The company has a debt-to-equity ratio of 0.47, a current ratio of 1.67 and a quick ratio of 1.67. The stock has a market cap of $4.11 billion, a PE ratio of -151.72, a P/E/G ratio of 5.17 and a beta of 1.30.
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.
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