BILL Holdings, Inc. (NYSE:BILL) Receives Average Rating of “Moderate Buy” from Analysts

BILL Holdings, Inc. (NYSE:BILL) has received a consensus recommendation of “Moderate Buy” from the twenty-five research firms that are presently covering the stock, MarketBeat.com reports. Two investment analysts have rated the stock with a sell recommendation, nine have given a hold recommendation, thirteen have given a buy recommendation and one has issued a strong buy recommendation on the company. The average 1-year price target among analysts that have issued ratings on the stock in the last year is $56.6087.

Several equities analysts have recently commented on the stock. BMO Capital Markets lowered their price target on shares of BILL from $50.00 to $46.00 and set a “market perform” rating for the company in a research report on Friday. Citigroup decreased their target price on shares of BILL from $71.00 to $62.00 and set a “buy” rating for the company in a research report on Thursday, January 22nd. Truist Financial set a $58.00 price target on shares of BILL in a research note on Tuesday, January 20th. JPMorgan Chase & Co. boosted their price objective on BILL from $55.00 to $60.00 and gave the stock an “overweight” rating in a research report on Friday, November 7th. Finally, Weiss Ratings reissued a “sell (d+)” rating on shares of BILL in a report on Monday, December 29th.

Trending Headlines about BILL

Here are the key news stories impacting BILL this week:

• Positive Sentiment: Q2 results: BILL reported revenue and EPS above Street estimates and emphasized stronger profitability and TPV growth; management raised FY26 and Q3 guidance, signaling better-than-expected near-term momentum. BILL Reports Second Quarter Fiscal Year 2026 Financial Results
• Positive Sentiment: Analysts/coverage note: Zacks highlights the Q2 beat driven by core platform strength and higher total payment volume (TPV), reinforcing the narrative that billing and payments momentum is re-accelerating. BILL Holdings Q2 Earnings Beat Estimates on Core Strength & Higher TPV
• Positive Sentiment: Bullish research piece argues BILL’s valuation and margin profile look attractive after the quarter, pointing to durable subscription revenue, expanding customer base and raised FY26 guidance as a buy thesis. BILL Holdings: Muscle Past AI Fears And Buy This Stock For Value
• Positive Sentiment: Broker support: Needham reaffirmed a “buy” rating and $75 price target, providing a strong bullish anchor and a sizable upside case versus the current share price. Needham & Company LLC Reaffirms Buy
• Neutral Sentiment: Earnings call/transcript published — useful for hearing management detail on TPV, customer trends, and margin drivers but not additional headline moves beyond the release. BILL Q2 2026 Earnings Call Transcript
• Neutral Sentiment: Analytical breakdowns (Zacks follow-ups) review key metrics vs. estimates — helpful context but largely restates the beat and guidance details. Here’s What Key Metrics Tell Us About BILL Q2 Earnings
• Negative Sentiment: Price-target cuts: Keefe, Bruyette & Woods trimmed their target to $49 and moved to “market perform,” reducing an upside driver and signaling more cautious near-term expectations from some shops. Keefe, Bruyette & Woods Lowers Price Target
• Negative Sentiment: Another sell-side trim: BMO cut its target to $46 and classified the stock as “market perform,” which may cap further rallies until more evidence of sustained growth appears. BILL Price Target Lowered at BMO Capital Markets

Insider Activity

In other news, SVP Germaine Cota sold 1,104 shares of the firm’s stock in a transaction on Tuesday, December 2nd. The stock was sold at an average price of $51.23, for a total transaction of $56,557.92. Following the transaction, the senior vice president directly owned 10,812 shares of the company’s stock, valued at approximately $553,898.76. This trade represents a 9.26% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders own 13.20% of the company’s stock.

Institutional Trading of BILL

Hedge funds and other institutional investors have recently modified their holdings of the company. GAMMA Investing LLC increased its position in shares of BILL by 27.2% in the fourth quarter. GAMMA Investing LLC now owns 1,243 shares of the company’s stock worth $68,000 after acquiring an additional 266 shares in the last quarter. Thrivent Financial for Lutherans grew its position in BILL by 1.3% during the 2nd quarter. Thrivent Financial for Lutherans now owns 25,175 shares of the company’s stock worth $1,165,000 after purchasing an additional 327 shares in the last quarter. Inlight Wealth Management LLC lifted its holdings in shares of BILL by 0.8% in the third quarter. Inlight Wealth Management LLC now owns 40,881 shares of the company’s stock valued at $2,165,000 after purchasing an additional 334 shares in the last quarter. State of Michigan Retirement System lifted its holdings in shares of BILL by 1.8% in the second quarter. State of Michigan Retirement System now owns 22,800 shares of the company’s stock valued at $1,055,000 after purchasing an additional 400 shares in the last quarter. Finally, SBI Securities Co. Ltd. boosted its position in shares of BILL by 46.3% in the fourth quarter. SBI Securities Co. Ltd. now owns 1,267 shares of the company’s stock worth $69,000 after buying an additional 401 shares during the period. Institutional investors own 97.99% of the company’s stock.

BILL Stock Up 37.1%

Shares of BILL stock opened at $48.92 on Friday. The stock has a market capitalization of $4.90 billion, a price-to-earnings ratio of -203.83, a PEG ratio of 6.79 and a beta of 1.30. BILL has a twelve month low of $35.46 and a twelve month high of $67.54. The company has a current ratio of 1.67, a quick ratio of 1.67 and a debt-to-equity ratio of 0.47. The business’s 50 day simple moving average is $50.74 and its 200-day simple moving average is $48.98.

BILL (NYSE:BILL) last released its quarterly earnings data on Thursday, February 5th. The company reported $0.64 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.56 by $0.08. BILL had a positive return on equity of 1.69% and a negative net margin of 1.56%.The business had revenue of $414.67 million during the quarter, compared to analyst estimates of $399.71 million. During the same quarter in the previous year, the firm posted $0.56 EPS. The business’s revenue for the quarter 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. Equities research analysts forecast that BILL will post 0.12 earnings per share for the current year.

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.