BILL (NYSE:BILL) Price Target Raised to $54.00

Key Points

• Keefe, Bruyette & Woods raised BILL’s price target to $54 from $46 while maintaining a “market perform” rating, implying about 16% upside from the recent $46.54 share price. The broader analyst consensus remains “Hold,” with an average target of $57.55.
• BILL exceeded quarterly expectations: EPS came in at $0.84 versus the $0.71 estimate, while revenue increased 13.8% year over year to $436.2 million. The company also issued fiscal 2027 EPS guidance of $3.56–$3.79, above consensus.
• Shares fell 2.5% despite strong results as first-quarter revenue guidance was slightly below expectations. Investors are also monitoring BILL’s AI-focused platform strategy, payment-volume growth and execution across its business initiatives.

BILL (NYSE:BILL - Get Free Report) had its price target raised by equities researchers at Keefe, Bruyette & Woods from $46.00 to $54.00 in a research report issued on Thursday,Benzinga reports. The brokerage presently has a "market perform" rating on the stock. Keefe, Bruyette & Woods' target price suggests a potential upside of 16.03% from the company's current price.

Several other brokerages have also commented on BILL. Wall Street Zen lowered shares of BILL from a "buy" rating to a "hold" rating in a research note on Monday, July 13th. Zacks Research lowered BILL from a "strong-buy" rating to a "hold" rating in a report on Monday, July 20th. The Goldman Sachs Group reissued a "buy" rating and issued a $57.00 target price on shares of BILL in a report on Thursday. Robert W. Baird upped their target price on BILL from $50.00 to $54.00 and gave the company a "neutral" rating in a research report on Monday, May 11th. Finally, UBS Group lifted their price target on BILL from $55.00 to $60.00 and gave the stock a "buy" rating in a research report on Thursday. Twelve research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of "Hold" and an average price target of $57.55.

BILL Stock Down 2.5%

Shares of NYSE BILL traded down $1.17 during midday trading on Thursday, hitting $46.54. 2,204,215 shares of the company's stock were exchanged, compared to its average volume of 2,627,808. The firm's fifty day simple moving average is $41.73 and its 200-day simple moving average is $40.56. The company has a market cap of $4.64 billion, a PE ratio of -4,649.35, a P/E/G ratio of 1.11 and a beta of 1.13. BILL has a twelve month low of $31.41 and a twelve month high of $57.21. The company has a debt-to-equity ratio of 0.48, a current ratio of 1.66 and a quick ratio of 1.66.

BILL (NYSE:BILL - Get Free Report) last announced its quarterly earnings results on Wednesday, August 19th. The company reported $0.84 EPS for the quarter, beating the consensus estimate of $0.71 by $0.13. The company had revenue of $436.19 million for the quarter, compared to analyst estimates of $430.55 million. BILL had a net margin of 0.01% and a return on equity of 2.40%. The firm's revenue was up 13.8% on a year-over-year basis. During the same period in the prior year, the firm posted $0.53 earnings per share. BILL has set its Q1 2027 guidance at 0.960-1.000 EPS and its FY 2027 guidance at 3.560-3.790 EPS. Research analysts predict that BILL will post 0.95 EPS for the current fiscal year.

Hedge Funds Weigh In On BILL

A number of hedge funds and other institutional investors have recently made changes to their positions in the stock. Aster Capital Management DIFC Ltd acquired a new stake in BILL during the 4th quarter worth approximately $28,000. Caitong International Asset Management Co. Ltd increased its holdings in shares of 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 purchasing an additional 486 shares during the period. Rockefeller Capital Management L.P. increased its holdings in shares of BILL by 173.8% in the fourth quarter. Rockefeller Capital Management L.P. now owns 712 shares of the company's stock valued at $39,000 after purchasing an additional 452 shares during the period. Versant Capital Management Inc raised its stake in shares of BILL by 147.3% during the second quarter. Versant Capital Management Inc now owns 722 shares of the company's stock worth $26,000 after purchasing an additional 430 shares during the last quarter. Finally, CWM LLC raised its stake in shares of 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. Hedge funds and other institutional investors own 97.99% of the company's stock.

Key Stories Impacting BILL

Here are the key news stories impacting BILL this week:

• Positive Sentiment: Q4 results exceeded expectations. BILL reported adjusted earnings of $0.84 per share, above the $0.71 analyst consensus, while revenue rose 13.8% year over year to $436.2 million, topping estimates of $430.6 million. Earnings also improved from $0.53 per share a year earlier. BILL Holdings Surpasses Q4 Earnings and Revenue Estimates
• Positive Sentiment: Fiscal 2027 profit guidance was well above expectations. BILL forecast full-year EPS of $3.56-$3.79 versus the $3.00 consensus, with revenue guidance of $1.8-$1.9 billion broadly in line with estimates. First-quarter EPS guidance of $0.96-$1.00 also exceeded the $0.67 consensus. BILL Analyst Coverage
• Positive Sentiment: Analyst support remains favorable. BTIG Research reaffirmed its “Buy” rating and set a $60 price target, implying substantial upside from recent trading levels. Benzinga Analyst Update
• Positive Sentiment: Payment-volume growth and AI adoption are emerging catalysts. Commentary highlighted accelerating total payment volume, rising activity from AI-native customers, upcoming AI-powered features and potential efficiency gains from automation. BILL Holdings TPV Acceleration and Earnings Growth
• Neutral Sentiment: Management is shifting toward an AI-native, unified platform. The strategy is designed to support profitable growth, but investors will monitor execution in sales, Spend and Expense and banking-related initiatives. BILL Q4 Earnings Call Centers on AI-Native Shift
• Negative Sentiment: Near-term revenue guidance was slightly below consensus. BILL’s $432.5-$442.5 million first-quarter revenue outlook compares with analyst expectations of $443 million, potentially tempering enthusiasm despite the stronger EPS forecast.

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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