BILL (NYSE:BILL) Issues Q4 2026 Earnings Guidance

BILL (NYSE:BILL) updated its fourth quarter 2026 earnings guidance on Thursday. The company provided EPS guidance of 0.690-0.720 for the period, compared to the consensus EPS estimate of 0.480. The company issued revenue guidance of $425.0 million-$435.0 million, compared to the consensus revenue estimate of $429.3 million. BILL also updated its FY 2026 guidance to 2.610-2.640 EPS.

Wall Street Analysts Forecast Growth

BILL has been the subject of several recent research reports. Canaccord Genuity Group boosted their price target on shares of BILL from $75.00 to $77.00 and gave the company a “buy” rating in a report on Tuesday, February 10th. Wall Street Zen lowered shares of BILL from a “buy” rating to a “hold” rating in a research note on Saturday, April 25th. Robert W. Baird set a $50.00 price objective on shares of BILL in a research note on Friday, February 6th. Zacks Research lowered shares of BILL from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, February 10th. Finally, BTIG Research reiterated a “buy” rating and set a $60.00 price objective on shares of BILL in a research note on Monday, February 2nd. Twelve analysts have rated the stock with a Buy rating, ten have given a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, BILL currently has a consensus rating of “Hold” and a consensus price target of $55.10.

BILL Stock Performance

NYSE:BILL traded up $0.55 during trading hours on Thursday, hitting $37.62. 4,710,331 shares of the company were exchanged, compared to its average volume of 2,551,127. The stock has a market capitalization of $3.72 billion, a price-to-earnings ratio of -156.77, a PEG ratio of 3.45 and a beta of 1.22. 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 current ratio of 1.65 and a quick ratio of 1.65. The company’s 50 day moving average price is $39.65 and its 200-day moving average price is $46.20.

BILL (NYSE:BILL) last released its earnings results 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 company had revenue of $406.56 million for the quarter, compared to the consensus estimate of $403.76 million. BILL had a negative net margin of 1.56% and a positive return on equity of 1.70%. 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, research analysts forecast that BILL will post 0.59 earnings per share for the current year.

Trending Headlines about BILL

Here are the key news stories impacting BILL this week:

• Positive Sentiment: Quarterly beat — BILL reported $0.68 EPS vs. consensus $0.55 and revenue of $406.6M vs. $403.8M expected, evidence of better-than-forecast execution this quarter. View Press Release
• Positive Sentiment: Raised Q4 guidance — management set Q4 FY2026 EPS guidance of $0.690–$0.720 vs. consensus ~$0.48, and revenue guidance of ~$425M–$435M (vs. ~$429M consensus). That beats street expectations and implies stronger near-term profitability. View Press Release
• Positive Sentiment: Raised FY2026 outlook — BILL now expects FY EPS $2.610–$2.640 vs. consensus ~$2.03 and revenue roughly $1.6B–$1.7B, signaling stronger full-year profitability and giving investors a clearer path to earnings improvement. View Press Release
• Neutral Sentiment: Analyst comparison piece — a Zacks article comparing BILL to Datadog (DDOG) may drive some investor attention and flows but is background/relative-value context rather than company-specific news. BILL vs. DDOG: Which Stock Is the Better Value Option?
• Negative Sentiment: Profitability still mixed — despite the beat and upgraded outlook, BILL remains unprofitable on a net margin basis (negative net margin noted) and its PE is negative; the stock also sits below its 50? and 200?day moving averages, which could cap upside if investors demand consistent margin improvement.
• Neutral Sentiment: Other “bill” headlines in the newsfeed are unrelated to BILL Holdings (legislation stories) and unlikely to affect the stock; they may add noise to news aggregators but not to fundamentals.

Institutional Trading of BILL

Several large investors have recently made changes to their positions in the business. Marshall Wace LLP lifted its stake in shares of BILL by 36.5% in the 4th quarter. Marshall Wace LLP now owns 2,958,096 shares of the company’s stock valued at $161,335,000 after purchasing an additional 791,197 shares during the period. Senvest Management LLC lifted its holdings in BILL by 155.8% during the fourth quarter. Senvest Management LLC now owns 2,573,261 shares of the company’s stock valued at $140,346,000 after purchasing an additional 1,567,186 shares in the last quarter. Ameriprise Financial Inc. lifted its holdings in BILL by 14.2% during the third quarter. Ameriprise Financial Inc. now owns 2,546,171 shares of the company’s stock valued at $134,871,000 after purchasing an additional 317,014 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its holdings in BILL by 20.0% during the third quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 1,521,030 shares of the company’s stock valued at $80,569,000 after purchasing an additional 253,310 shares in the last quarter. Finally, National Bank of Canada FI purchased a new position in BILL during the third quarter valued at $42,376,000. 97.99% of the stock is owned by hedge funds and other 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.