BILL (NYSE:BILL) Raised to “Buy” at Wall Street Zen

BILL (NYSE:BILL) was upgraded by equities researchers at Wall Street Zen from a “hold” rating to a “buy” rating in a note issued to investors on Saturday.

BILL has been the subject of a number of other reports. Oppenheimer lifted their price objective on BILL from $55.00 to $60.00 and gave the stock an “outperform” rating in a research report on Friday, October 24th. BMO Capital Markets dropped 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 note on Friday, February 6th. Robert W. Baird set a $50.00 price objective on shares of BILL in a report on Friday, February 6th. Truist Financial set a $59.00 target price on shares of BILL in a report on Tuesday. Finally, The Goldman Sachs Group dropped their target price on shares of BILL from $65.00 to $52.00 and set a “buy” rating for the company in a research report on Monday. Thirteen investment analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, BILL has an average rating of “Hold” and a consensus target price of $56.30.

BILL Stock Up 1.4%

Shares of BILL stock opened at $47.02 on Friday. BILL has a one year low of $35.46 and a one year high of $61.21. The company has a debt-to-equity ratio of 0.48, a current ratio of 1.65 and a quick ratio of 1.67. The stock has a fifty day moving average price of $50.40 and a 200 day moving average price of $49.05. The stock has a market cap of $4.65 billion, a P/E ratio of -195.90, a price-to-earnings-growth ratio of 5.68 and a beta of 1.30.

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, topping the consensus estimate of $0.56 by $0.08. The firm 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 1.70% and a negative net margin of 1.56%.The business’s revenue for the quarter was up 14.4% compared to the same quarter last year. During the same period in the prior year, the company 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. Analysts predict that BILL will post 0.12 earnings per share for the current year.

Insider Activity

In other news, SVP Germaine Cota sold 1,104 shares of the business’s stock in a transaction that occurred 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 completion of the sale, 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 ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Corporate insiders own 13.20% of the company’s stock.

Hedge Funds Weigh In On BILL

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

Key Headlines Impacting BILL

Here are the key news stories impacting BILL this week:

• Positive Sentiment: Management announced participation in multiple upcoming investor conferences (Susquehanna Tech Conference on Feb 26; Morgan Stanley TMT on Mar 3; Wolfe FinTech Forum). Conference appearances increase visibility and give investors direct access to management’s outlook. BILL to Participate in Upcoming Investor Conferences
• Positive Sentiment: Canaccord Genuity published a bullish forecast calling for strong price appreciation for BILL, which can support buying interest among institutional investors. Canaccord Genuity Group Forecasts Strong Price Appreciation for BILL (NYSE:BILL) Stock
• Positive Sentiment: Recent quarterly results (Feb 5) showed an EPS beat and revenue growth, with management setting FY26 and Q3 guidance — a fundamental underpinning for the stock’s strength as investors reward top-line growth and clearer forward guidance. (Company filings and earnings release)
• Neutral Sentiment: Several unrelated policy bills (tobacco tax proposals, veterans/gender documentation, litigation funding carveouts) are moving through legislatures; they are unlikely to have a direct, near-term impact on BILL’s payment and finance platform but broaden the regulatory backdrop that payments firms watch. Bill increasing tax on tobacco products advances through subcommittee
• Negative Sentiment: Zacks Research downgraded BILL from “strong-buy” to “hold,” which can temper momentum and reduce buy-side urgency; coupled with a high P/E (~116) and elevated PEG (~5.7), valuation concerns may limit upside until growth visibility improves. Zacks.com

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.