Zacks Research Upgrades BILL (NYSE:BILL) to “Strong-Buy”

BILL (NYSE:BILL) was upgraded by analysts at Zacks Research from a “hold” rating to a “strong-buy” rating in a report issued on Thursday,Zacks.com reports.

Several other research firms also recently commented on BILL. Oppenheimer set a $55.00 target price on shares of BILL and gave the company an “outperform” rating in a research note on Friday. BTIG Research reaffirmed a “buy” rating and set a $60.00 price target on shares of BILL in a research report on Monday, February 2nd. Keefe, Bruyette & Woods cut their price target on shares of BILL from $60.00 to $49.00 and set a “market perform” rating for the company in a research note on Friday, February 6th. Jefferies Financial Group reiterated a “buy” rating on shares of BILL in a report on Friday, February 6th. Finally, The Goldman Sachs Group decreased their target price on BILL from $52.00 to $44.00 and set a “buy” rating on the stock in a report on Monday, April 13th. One research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, nine have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $56.35.

BILL Stock Performance

BILL opened at $41.55 on Thursday. The business’s 50-day simple moving average is $39.55 and its 200 day simple moving average is $46.11. BILL has a 52-week low of $34.44 and a 52-week high of $57.21. The company has a debt-to-equity ratio of 0.48, a quick ratio of 1.65 and a current ratio of 1.65. The firm has a market capitalization of $4.11 billion, a PE ratio of -4,150.95, a PEG ratio of 3.39 and a beta of 1.22.

BILL (NYSE:BILL) last posted its quarterly earnings results on Thursday, May 7th. The company reported $0.68 earnings per share for the quarter, beating analysts’ consensus estimates of $0.55 by $0.13. The firm had revenue of $406.56 million during the quarter, compared to the consensus estimate of $403.76 million. BILL had a return on equity of 2.39% and a net margin of 0.01%.The business’s revenue was up 13.5% compared to the same quarter last year. During the same period last year, the company 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, sell-side analysts expect that BILL will post 0.59 earnings per share for the current fiscal year.

Institutional Inflows and Outflows

Several large investors have recently added to or reduced their stakes in BILL. ER Collective Holdings LLC acquired a new stake in shares of BILL during the fourth quarter worth $464,588,000. Senvest Management LLC increased its position in BILL by 155.8% during the fourth quarter. Senvest Management LLC now owns 2,573,261 shares of the company’s stock worth $140,346,000 after acquiring an additional 1,567,186 shares during the period. Contour Asset Management LLC increased its position in BILL by 45.5% during the fourth quarter. Contour Asset Management LLC now owns 4,710,570 shares of the company’s stock worth $256,914,000 after acquiring an additional 1,472,132 shares during the period. Marshall Wace LLP raised its stake in BILL by 190.8% in the 3rd quarter. Marshall Wace LLP now owns 2,166,899 shares of the company’s stock worth $114,781,000 after purchasing an additional 1,421,785 shares in the last quarter. Finally, Norges Bank acquired a new stake in BILL in the 4th quarter worth about $54,275,000. Institutional investors own 97.99% of the company’s stock.

BILL News Roundup

Here are the key news stories impacting BILL this week:

• Positive Sentiment: BILL beat fiscal Q3 earnings and revenue estimates, with EPS of $0.68 versus $0.55 expected and revenue of $406.6 million versus $403.8 million expected, helped by 13.5% year-over-year revenue growth. Article Title
• Positive Sentiment: Management issued upbeat Q4 and full-year FY2026 guidance, with EPS and revenue forecasts both ahead of Wall Street expectations, reinforcing confidence in continued double-digit growth.
• Positive Sentiment: The company said core revenue rose 16%, driven by stronger subscription and transaction fees, signaling healthy demand in its payments and AP/AR software platform. Article Title
• Positive Sentiment: Analysts turned more constructive, including a Zacks Rank upgrade to Strong Buy and BMO raising its price target to $46 from $43, which may support the stock in the near term. Article Title
• Positive Sentiment: Investors also reacted favorably to BILL’s plan to cut about 30% of its workforce to improve profitability and focus more on AI, a move that may lift margins if execution is successful. Article Title

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.