BILL Holdings, Inc. (NYSE:BILL) Receives Average Recommendation of "Hold" from Analysts

Key Points

• Analyst consensus: Twenty-five analysts give BILL an average rating of "Hold" (2 sell, 10 hold, 13 buy) with a one-year average price target of about $56.59.
• Earnings and guidance: BILL recently reported an EPS and revenue beat (EPS $0.64 vs $0.56 est.; revenue $414.7M, +14.4% YoY) and issued fiscal Q3 2026 and FY2026 EPS guidance (Q3: 0.530–0.570; FY: 2.330–2.410).
• Valuation/technical risk: The stock trades near its 52-week low and below both its 50- and 200-day moving averages, with a negative trailing P/E (‑152.77), highlighting ongoing valuation and execution concerns.

Shares of BILL Holdings, Inc. (NYSE:BILL - Get Free Report) have received an average rating of "Hold" from the twenty-five research firms that are currently covering the stock, Marketbeat reports. Two equities research analysts have rated the stock with a sell recommendation, ten have given a hold recommendation and thirteen have issued a buy recommendation on the company. The average 1 year price target among brokerages that have covered the stock in the last year is $56.5909.

A number of research firms have issued reports on BILL. Zacks Research lowered shares of BILL from a "strong-buy" rating to a "hold" rating in a report on Tuesday, February 10th. Keefe, Bruyette & Woods reduced their target price on shares of BILL from $60.00 to $49.00 and set a "market perform" rating on the stock in a report on Friday, February 6th. Jefferies Financial Group reiterated a "buy" rating on shares of BILL in a report on Friday, February 6th. BMO Capital Markets dropped their price objective on shares of BILL from $50.00 to $46.00 and set a "market perform" rating on the stock in a research report on Friday, February 6th. Finally, The Goldman Sachs Group reduced their price objective on shares of BILL from $52.00 to $44.00 and set a "buy" rating on the stock in a report on Monday, April 13th.

BILL News Roundup

Here are the key news stories impacting BILL this week:

• Positive Sentiment: Recent quarter: BILL reported a quarterly EPS and revenue beat, with revenue up ~14% YoY and company-provided Q3 and FY 2026 EPS guidance — evidence of ongoing top-line growth and management visibility. MarketBeat Coverage
• Positive Sentiment: Analyst positioning: Zacks named Bill Holdings among "4 Software Stocks Poised to Outperform" this earnings cycle, citing digital transformation and AI adoption as demand drivers that could support upside to estimates. 4 Software Stocks Poised to Outperform This Earnings Cycle
• Neutral Sentiment: Near-term catalyst: BILL set its fiscal Q3 2026 results release for May 7 (post-close) with a management call — a scheduled event that can trigger volatility and move the stock depending on execution versus guidance. BILL to Report Fiscal Third Quarter 2026 Financial Results
• Negative Sentiment: AI & execution concerns: A recent Seeking Alpha piece flags "real AI concerns" around BILL (potential execution/competitive risks) — even if some risks are viewed as partly priced in, investor focus on AI uncertainty can pressure shares of software/fintech names. BILL Holdings: Real AI Concerns, But Priced Accordingly
• Negative Sentiment: Valuation/technical pressure: BILL trades below its 50-day and 200-day averages and sits near its 52-week low, with a negative trailing P/E and thin profitability metrics — factors that can amplify downside when sentiment shifts. MarketBeat Coverage

BILL Price Performance

BILL stock opened at $36.66 on Friday. The firm has a market cap of $3.63 billion, a PE ratio of -152.77, a price-to-earnings-growth ratio of 4.71 and a beta of 1.32. BILL has a 52-week low of $34.44 and a 52-week high of $57.21. The company has a quick ratio of 1.65, a current ratio of 1.65 and a debt-to-equity ratio of 0.48. The company's 50 day moving average is $40.76 and its two-hundred day moving average is $46.91.

BILL (NYSE:BILL - Get Free Report) last released its earnings results on Thursday, February 5th. The company reported $0.64 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $0.56 by $0.08. The company had revenue of $414.67 million for the quarter, compared to analyst estimates of $399.71 million. BILL had a negative net margin of 1.56% and a positive return on equity of 1.70%. The firm's quarterly revenue was up 14.4% on a year-over-year basis. During the same period in the prior year, the business earned $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. On average, research analysts expect that BILL will post 0.56 EPS for the current fiscal year.

Institutional Investors Weigh In On BILL

Hedge funds and other institutional investors have recently modified their holdings of the company. Vanguard Group Inc. raised its holdings in shares of BILL by 3.5% in the 3rd quarter. Vanguard Group Inc. now owns 10,843,612 shares of the company's stock valued at $574,386,000 after purchasing an additional 371,265 shares in the last quarter. Y Intercept Hong Kong Ltd raised its holdings in shares of BILL by 82.9% in the 3rd quarter. Y Intercept Hong Kong Ltd now owns 90,683 shares of the company's stock valued at $4,803,000 after purchasing an additional 41,103 shares in the last quarter. ING Groep NV acquired a new stake in shares of BILL in the 3rd quarter valued at $26,485,000. WINTON GROUP Ltd acquired a new stake in shares of BILL in the 3rd quarter valued at $7,298,000. Finally, Universal Beteiligungs und Servicegesellschaft mbH raised its holdings in shares of BILL by 647.5% in the 3rd quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 65,320 shares of the company's stock valued at $3,460,000 after purchasing an additional 56,582 shares in the last quarter. 97.99% of the stock is currently owned by institutional investors and hedge funds.

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.

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