Needham & Company LLC Reiterates Buy Rating for BILL (NYSE:BILL)

BILL (NYSE:BILL)‘s stock had its “buy” rating reiterated by analysts at Needham & Company LLC in a research note issued to investors on Friday,Benzinga reports. They currently have a $75.00 price target on the stock. Needham & Company LLC’s target price would indicate a potential upside of 53.31% from the company’s current price.

Other analysts have also issued reports about the stock. Susquehanna cut their price target on shares of BILL from $89.00 to $84.00 and set a “positive” rating on the stock in a research note on Friday, November 7th. William Blair restated a “market perform” rating on shares of BILL in a report on Friday, November 7th. Weiss Ratings reaffirmed a “sell (d+)” rating on shares of BILL in a research note on Monday, December 29th. Citigroup reduced their target price on shares of BILL from $71.00 to $62.00 and set a “buy” rating on the stock in a report on Thursday, January 22nd. Finally, Zacks Research upgraded shares of BILL from a “hold” rating to a “strong-buy” rating in a research note on Friday, January 9th. One investment analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating, nine have assigned a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $56.61.

BILL Stock Up 37.1%

Shares of NYSE BILL opened at $48.92 on Friday. The company has a quick ratio of 1.67, a current ratio of 1.67 and a debt-to-equity ratio of 0.47. The business’s 50 day moving average is $50.74 and its two-hundred day moving average is $48.98. BILL has a 52-week low of $35.46 and a 52-week high of $67.54. The firm has a market cap 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 (NYSE:BILL) last released its quarterly earnings results on Thursday, February 5th. The company reported $0.64 EPS for the quarter, topping the consensus estimate of $0.56 by $0.08. The business had revenue of $414.67 million during the quarter, compared to analyst estimates of $399.71 million. BILL had a positive return on equity of 1.69% and a negative net margin of 1.56%.The company’s quarterly revenue was up 14.4% on a year-over-year basis. During the same period last year, the business posted $0.56 earnings per share. BILL has set its Q3 2026 guidance at 0.530-0.570 EPS and its FY 2026 guidance at 2.330-2.410 EPS. Research analysts predict that BILL will post 0.12 EPS for the current year.

Insider Buying and Selling

In other BILL news, SVP Germaine Cota sold 1,104 shares of the business’s stock in a transaction that occurred on Tuesday, December 2nd. The shares were sold at an average price of $51.23, for a total transaction of $56,557.92. Following the completion of the transaction, the senior vice president owned 10,812 shares in the company, valued at $553,898.76. The trade was a 9.26% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. 13.20% of the stock is owned by company insiders.

Institutional Investors Weigh In On BILL

Institutional investors have recently modified their holdings of the company. Caitong International Asset Management Co. Ltd increased its holdings in BILL by 972.0% in the third quarter. Caitong International Asset Management Co. Ltd now owns 536 shares of the company’s stock valued at $28,000 after buying an additional 486 shares during the last quarter. CWM LLC lifted its holdings in BILL by 1,000.0% during the 4th quarter. CWM LLC now owns 803 shares of the company’s stock worth $44,000 after buying an additional 730 shares during the last quarter. Blue Trust Inc. boosted its position in shares of BILL by 102.7% during the 2nd quarter. Blue Trust Inc. now owns 1,261 shares of the company’s stock worth $58,000 after acquiring an additional 639 shares in the last quarter. FNY Investment Advisers LLC boosted its position in shares of BILL by 133.7% during the 2nd quarter. FNY Investment Advisers LLC now owns 1,402 shares of the company’s stock worth $64,000 after acquiring an additional 802 shares in the last quarter. Finally, Hantz Financial Services Inc. increased its holdings in shares of BILL by 189.2% in the 3rd quarter. Hantz Financial Services Inc. now owns 1,255 shares of the company’s stock valued at $66,000 after acquiring an additional 821 shares during the last quarter. 97.99% of the stock is owned by hedge funds and other institutional investors.

More BILL News

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

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.