Wall Street Zen Upgrades BILL (NYSE:BILL) to Buy

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

A number of other research analysts also recently weighed in on the stock. Keefe, Bruyette & Woods decreased their price objective on shares of BILL from $60.00 to $49.00 and set a “market perform” rating for the company in a research report on Friday, February 6th. The Goldman Sachs Group dropped their target price on BILL from $65.00 to $52.00 and set a “buy” rating on the stock in a research report on Monday, February 9th. Robert W. Baird set a $50.00 price target on BILL in a research note on Friday, February 6th. BMO Capital Markets reduced their price target on BILL from $50.00 to $46.00 and set a “market perform” rating for the company in a report on Friday, February 6th. Finally, Zacks Research cut BILL from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, February 10th. Thirteen analysts have rated the stock with a Buy rating, ten have issued a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Hold” and an average target price of $56.95.

BILL Stock Up 0.6%

Shares of BILL stock opened at $38.65 on Friday. The stock has a 50 day moving average of $42.81 and a 200 day moving average of $48.47. The company has a current ratio of 1.65, a quick ratio of 1.65 and a debt-to-equity ratio of 0.48. The stock has a market cap of $3.83 billion, a P/E ratio of -161.05, a P/E/G ratio of 4.52 and a beta of 1.32. BILL has a twelve month low of $35.46 and a twelve month high of $57.21.

BILL (NYSE:BILL) last released its quarterly earnings data 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 for 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 quarterly revenue was up 14.4% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $0.56 EPS. BILL has set its Q3 2026 guidance at 0.530-0.570 EPS and its FY 2026 guidance at 2.330-2.410 EPS. As a group, sell-side analysts expect that BILL will post 0.12 EPS for the current year.

Hedge Funds Weigh In On BILL

Several hedge funds and other institutional investors have recently made changes to their positions in the company. Vanguard Group Inc. increased its position in shares of BILL by 3.5% during the third quarter. Vanguard Group Inc. now owns 10,843,612 shares of the company’s stock worth $574,386,000 after purchasing an additional 371,265 shares in the last quarter. ER Collective Holdings LLC purchased a new position in BILL in the 4th quarter valued at $464,588,000. Contour Asset Management LLC boosted its stake in BILL by 45.5% during the 4th quarter. Contour Asset Management LLC now owns 4,710,570 shares of the company’s stock worth $256,914,000 after purchasing an additional 1,472,132 shares during the last quarter. Marshall Wace LLP boosted its stake in BILL by 36.5% during the 4th quarter. Marshall Wace LLP now owns 2,958,096 shares of the company’s stock worth $161,335,000 after purchasing an additional 791,197 shares during the last quarter. Finally, Senvest Management LLC grew its holdings in shares of BILL by 155.8% during the fourth quarter. Senvest Management LLC now owns 2,573,261 shares of the company’s stock worth $140,346,000 after buying an additional 1,567,186 shares in the last quarter. Hedge funds and other institutional investors own 97.99% of the company’s stock.

Trending Headlines about BILL

Here are the key news stories impacting BILL this week:

• Positive Sentiment: Quarterly results beat and guidance — BILL reported an EPS and revenue beat, revenue grew ~14.4% year-over-year, and management set Q3 and FY2026 EPS ranges, which likely underpins today’s upside. BILL MarketBeat summary
• Neutral Sentiment: Article on a bill to reshape Fayette County school board — local governance story with no apparent direct relevance to BILL’s payments/software business. Bill that would reshape Fayette County school board heads to Governor
• Neutral Sentiment: Tennessee primary voting bill — a state political change that is unlikely to affect BILL’s commercial operations or payments market. Tennessee bill would require party affiliation to vote in primaries
• Neutral Sentiment: Senate-House action to partially reopen DHS — federal funding/policy item that doesn’t directly touch BILL’s business model. Senate sends bill to partially reopen DHS back to House
• Neutral Sentiment: Bill on banning sale of certain AI chipmaking equipment to China — tech supply-chain/geo policy story; could matter for chipmakers but not directly for BILL. Bill to ban sale of key AI chipmaking equipment to China introduced in House
• Neutral Sentiment: Controversial bill about Harriman State Park — local/state policy item with no clear link to BILL. Controversial bill raises questions about Harriman State Park’s future
• Neutral Sentiment: Profile page for TV journalist Bill Hemmer — unrelated to BILL Holdings. Bill Hemmer
• Neutral Sentiment: “Schoolhouse Rock!” retrospective — cultural piece, not company-specific. “Schoolhouse Rock!”’s Unforgettable ‘I’m Just a Bill’
• Neutral Sentiment: Bill to overhaul utility boards revived in state House — sector-specific to utilities, unlikely to move BILL shares. Bill to overhaul NES, Knox, Chatt power boards revived in House
• Neutral Sentiment: Newsweek piece on a Republican bill affecting veterans’ fees — policy topic unlikely to affect BILL’s payments/products. Republican Bill Could Leave Many Veterans With Unnecessary Exorbitant Fees
• Neutral Sentiment: Opinion on housing bill reducing local control — regional housing policy piece, no direct link to BILL. Proposed bill would crush local control over housing
• Neutral Sentiment: Opinion on Georgia app age-verification bill — internet policy story; possible relevance to social platforms but not directly to BILL. Georgia bill on app age verification lets social media companies off the hook

BILL Company Profile

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.