BILL (NYSE:BILL) Updates FY 2027 Earnings Guidance

BILL (NYSE:BILL) updated its FY 2027 earnings guidance on Wednesday. The company provided EPS guidance of 3.560-3.790 for the period, compared to the consensus estimate of 3.000. The company issued revenue guidance of $1.8 billion-$1.9 billion, compared to the consensus revenue estimate of $1.8 billion. BILL also updated its Q1 2027 guidance to 0.960-1.000 EPS.

Wall Street Analysts Forecast Growth

A number of equities research analysts have commented on BILL shares. JPMorgan Chase & Co. reduced their target price on BILL from $60.00 to $50.00 and set an “overweight” rating for the company in a report on Friday, June 5th. Jefferies Financial Group reaffirmed a “buy” rating and set a $56.00 price target on shares of BILL in a research note on Thursday. Truist Financial upped their price target on shares of BILL from $38.00 to $44.00 and gave the stock a “hold” rating in a research note on Friday, July 24th. The Goldman Sachs Group increased their price target on shares of BILL from $44.00 to $50.00 and gave the company a “buy” rating in a report on Monday, May 11th. Finally, Zacks Research lowered shares of BILL from a “strong-buy” rating to a “hold” rating in a research report on Monday, July 20th. Twelve equities research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Hold” and an average price target of $56.25.

BILL Stock Down 3.2%

BILL opened at $47.62 on Thursday. The business’s fifty day moving average is $41.73 and its two-hundred day moving average is $40.56. The company has a debt-to-equity ratio of 0.48, a quick ratio of 1.66 and a current ratio of 1.66. The company has a market cap of $4.74 billion, a price-to-earnings ratio of -4,757.24, a PEG ratio of 1.11 and a beta of 1.13. BILL has a one year low of $31.41 and a one year high of $57.21.

BILL (NYSE:BILL) last posted its earnings results on Wednesday, August 19th. The company reported $0.84 earnings per share for the quarter, beating the consensus estimate of $0.71 by $0.13. BILL had a return on equity of 2.40% and a net margin of 0.01%.The company had revenue of $436.19 million for the quarter, compared to analyst estimates of $430.55 million. During the same quarter in the prior year, the company earned $0.53 earnings per share. BILL’s revenue was up 13.8% compared to the same quarter last year. BILL has set its Q1 2027 guidance at 0.960-1.000 EPS and its FY 2027 guidance at 3.560-3.790 EPS. Analysts anticipate that BILL will post 0.95 EPS for the current fiscal year.

BILL News Summary

Here are the key news stories impacting BILL this week:

• Positive Sentiment: Q4 results exceeded estimates: BILL reported adjusted EPS of $0.84, up from $0.53 a year earlier and above the $0.69–$0.71 analyst consensus. Revenue rose 13.8% year over year to $436.2 million, also topping expectations. BILL Holdings Surpasses Q4 Earnings and Revenue Estimates
• Positive Sentiment: Profit outlook was raised well above consensus: BILL guided to fiscal 2027 EPS of $3.56–$3.79, compared with the $3.00 analyst estimate. First-quarter fiscal 2027 EPS guidance of $0.96–$1.00 also exceeded the $0.67 consensus, suggesting stronger operating leverage. Revenue guidance was $1.8–$1.9 billion for fiscal 2027. BILL Holdings Q4 2026 Earnings Call Transcript
• Positive Sentiment: Payment volume and AI trends support growth: Analysts highlighted accelerating total payment volume, with volume from AI-native companies reportedly doubling sequentially. BILL also plans additional AI-powered features, while management says most revenue is tied to payment activity rather than customer headcount. BILL Holdings TPV Acceleration and Great Earnings Growth
• Neutral Sentiment: Near-term revenue guidance was slightly below expectations: First-quarter fiscal 2027 revenue guidance of $432.5–$442.5 million was marginally below the $443 million consensus at the midpoint, potentially tempering the otherwise strong earnings reaction. BILL Holdings Key Metrics Compared With Estimates

Hedge Funds Weigh In On BILL

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Quantitative Investment Management LLC purchased a new position in shares of BILL during the 4th quarter worth approximately $918,000. FORA Capital LLC acquired a new position in shares of BILL during the 2nd quarter worth approximately $867,000. Odyssean LLC purchased a new stake in BILL in the 4th quarter valued at approximately $751,000. Tidal Investments LLC purchased a new stake in BILL in the 2nd quarter valued at approximately $573,000. Finally, Headlands Technologies LLC acquired a new stake in BILL during the 2nd quarter valued at $487,000. Institutional investors and hedge funds 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.