BILL (NYSE:BILL) Releases FY 2027 Earnings Guidance

BILL (NYSE:BILL) updated its FY 2027 earnings guidance on Thursday morning. The company provided EPS guidance of 3.990-4.150 for the period, compared to the consensus earnings per share estimate of 3.440. The company issued revenue guidance of $1.4 billion-$1.5 billion, compared to the consensus revenue estimate of $1.8 billion. BILL also updated its Q2 2027 guidance to 0.970-1.010 EPS.

Analyst Upgrades and Downgrades

A number of research firms recently commented on BILL. BTIG Research reiterated a “buy” rating and issued a $60.00 target price on shares of BILL in a report on Thursday, August 20th. Wall Street Zen upgraded shares of BILL from a “hold” rating to a “buy” rating in a report on Saturday, August 22nd. Jefferies Financial Group cut BILL from a “strong-buy” rating to a “hold” rating in a research note on Monday, September 28th. The Goldman Sachs Group lifted their target price on shares of BILL from $50.00 to $57.00 and gave the stock a “buy” rating in a research report on Thursday, August 20th. Finally, Needham & Company LLC restated a “buy” rating on shares of BILL in a report on Thursday, August 20th. Eleven equities research analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $58.56.

BILL Stock Down 2.1%

Shares of BILL stock opened at $50.80 on Friday. The firm has a market cap of $4.36 billion, a price-to-earnings ratio of 42.87, a P/E/G ratio of 0.75 and a beta of 1.08. The stock has a 50-day simple moving average of $47.19 and a 200-day simple moving average of $42.67. BILL has a 52-week low of $31.41 and a 52-week high of $57.21. The company has a debt-to-equity ratio of 0.49, a current ratio of 1.51 and a quick ratio of 1.51.

BILL (NYSE:BILL) last released its quarterly earnings data on Thursday, November 5th. The company reported $1.18 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.98 by $0.20. The business had revenue of $353.77 million during the quarter, compared to analyst estimates of $438.62 million. BILL had a negative net margin of 0.68% and a positive return on equity of 3.74%. BILL’s quarterly revenue was down 10.6% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.61 EPS. BILL has set its FY 2027 guidance at 3.990-4.150 EPS and its Q2 2027 guidance at 0.970-1.010 EPS. On average, equities research analysts expect that BILL will post 2.29 earnings per share for the current fiscal year.

Insider Transactions at BILL

In other news, CEO Rene Lacerte sold 42,248 shares of the company’s stock in a transaction dated Thursday, September 3rd. The stock was sold at an average price of $50.17, for a total transaction of $2,119,582.16. Following the completion of the sale, the chief executive officer owned 163,125 shares in the company, valued at approximately $8,183,981.25. This represents a 20.57% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, insider Michael Cieri sold 10,754 shares of the business’s stock in a transaction that occurred on Monday, August 31st. The stock was sold at an average price of $49.13, for a total value of $528,344.02. Following the completion of the sale, the insider owned 997 shares of the company’s stock, valued at approximately $48,982.61. This trade represents a 91.52% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold 267,997 shares of company stock valued at $13,057,984 in the last ninety days. Insiders own 13.20% of the company’s stock.

More BILL News

Here are the key news stories impacting BILL this week:

• Positive Sentiment: Adjusted earnings were $1.18 per share, above the $0.98 consensus and up from $0.61 a year earlier. BILL also forecast FY2027 EPS of $3.99–$4.15, above the $3.44 consensus. BILL Holdings beats Q1 earnings estimates
• Positive Sentiment: Management highlighted five product launches during the quarter and said it built a Visa pilot in four weeks, pointing to product development and AI as potential growth drivers. BILL reports first-quarter fiscal 2027 financial results
• Negative Sentiment: Revenue was $353.77 million, well below the $438.62 million estimate and 10.6% lower year over year. That shortfall may have outweighed the EPS beat. BILL quarterly earnings results
• Negative Sentiment: Revenue guidance also disappointed: BILL projected $353–$363 million for Q2 and $1.4–$1.5 billion for FY2027, below consensus estimates of $453.1 million and $1.8 billion, respectively. Although EPS guidance exceeded estimates for both periods, the large revenue gaps raise concerns about growth. BILL reports first-quarter fiscal 2027 financial results

BILL Company Profile

BILL Holdings, Inc provides financial operations software for small and midsize businesses, accountants and financial institutions. Its cloud-based platform is designed to automate and simplify back-office processes, including accounts payable, accounts receivable, expense management, budgeting and payments.

The company’s offerings enable businesses to receive and pay bills, send invoices, manage expenses, establish spending controls and connect financial workflows with accounting systems.