BILL (NYSE:BILL) Updates Q4 2026 Earnings Guidance

Key Points

• Guidance raised sharply: BILL set Q4 FY2026 EPS guidance of $0.69–$0.72 (vs. consensus ~ $0.48) and revenue guidance of $425–$435M, while lifting FY2026 EPS to $2.61–$2.64 (well above the ~ $2.03 street estimate).
• Quarterly beat and stock reaction: The company reported $0.68 EPS (vs. $0.55 expected) and $406.6M revenue (vs. $403.8M), and shares traded up about 1.5% on heavy volume.
• Profitability and analyst backdrop: Despite the beats and upgraded outlook, BILL still posts a negative net margin and negative P/E, trades below its 50- and 200-day averages, and carries a consensus analyst rating of "Hold" with an average target of $55.10.

BILL (NYSE:BILL - Get Free Report) issued an update on its fourth quarter 2026 earnings guidance on Thursday morning. The company provided earnings per share guidance of 0.690-0.720 for the period, compared to the consensus earnings per share estimate of 0.480. The company issued revenue guidance of $425.0 million-$435.0 million, compared to the consensus revenue estimate of $429.3 million. BILL also updated its FY 2026 guidance to 2.610-2.640 EPS.

BILL Trading Up 1.5%

Shares of NYSE BILL traded up $0.55 during midday trading on Thursday, hitting $37.62. 4,710,331 shares of the company traded hands, compared to its average volume of 2,551,127. BILL has a 12-month low of $34.44 and a 12-month high of $57.21. The company has a debt-to-equity ratio of 0.48, a quick ratio of 1.65 and a current ratio of 1.65. The stock has a 50-day moving average price of $39.65 and a 200 day moving average price of $46.20. The firm has a market cap of $3.72 billion, a P/E ratio of -156.77, a P/E/G ratio of 3.45 and a beta of 1.22.

BILL (NYSE:BILL - Get Free Report) last announced its quarterly earnings data on Thursday, May 7th. The company reported $0.68 earnings per share for the quarter, topping analysts' consensus estimates of $0.55 by $0.13. The business had revenue of $406.56 million for the quarter, compared to analysts' expectations of $403.76 million. BILL had a negative net margin of 1.56% and a positive return on equity of 1.70%. BILL has set its FY 2026 guidance at 2.610-2.640 EPS and its Q4 2026 guidance at 0.690-0.720 EPS. As a group, analysts expect that BILL will post 0.59 earnings per share for the current year.

Analyst Upgrades and Downgrades

Several research analysts have weighed in on the stock. The Goldman Sachs Group decreased their price target on shares of BILL from $52.00 to $44.00 and set a "buy" rating on the stock in a research report on Monday, April 13th. Citigroup decreased their price target on shares of BILL from $71.00 to $62.00 and set a "buy" rating on the stock in a research report on Thursday, January 22nd. BMO Capital Markets decreased their price target 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. Jefferies Financial Group reiterated a "buy" rating on shares of BILL in a research report on Friday, February 6th. Finally, Robert W. Baird set a $50.00 price objective on shares of BILL in a research report on Friday, February 6th. Twelve analysts have rated the stock with a Buy rating, ten have given a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of "Hold" and a consensus price target of $55.10.

Key Headlines Impacting BILL

Here are the key news stories impacting BILL this week:

• Positive Sentiment: Quarterly beat — BILL reported $0.68 EPS vs. consensus $0.55 and revenue of $406.6M vs. $403.8M expected, evidence of better-than-forecast execution this quarter. View Press Release
• Positive Sentiment: Raised Q4 guidance — management set Q4 FY2026 EPS guidance of $0.690–$0.720 vs. consensus ~$0.48, and revenue guidance of ~$425M–$435M (vs. ~$429M consensus). That beats street expectations and implies stronger near-term profitability. View Press Release
• Positive Sentiment: Raised FY2026 outlook — BILL now expects FY EPS $2.610–$2.640 vs. consensus ~$2.03 and revenue roughly $1.6B–$1.7B, signaling stronger full-year profitability and giving investors a clearer path to earnings improvement. View Press Release
• Neutral Sentiment: Analyst comparison piece — a Zacks article comparing BILL to Datadog (DDOG) may drive some investor attention and flows but is background/relative-value context rather than company-specific news. BILL vs. DDOG: Which Stock Is the Better Value Option?
• Negative Sentiment: Profitability still mixed — despite the beat and upgraded outlook, BILL remains unprofitable on a net margin basis (negative net margin noted) and its PE is negative; the stock also sits below its 50‑ and 200‑day moving averages, which could cap upside if investors demand consistent margin improvement.
• Neutral Sentiment: Other “bill” headlines in the newsfeed are unrelated to BILL Holdings (legislation stories) and unlikely to affect the stock; they may add noise to news aggregators but not to fundamentals.

Institutional Trading of BILL

A number of institutional investors and hedge funds have recently bought and sold shares of the stock. Pacer Advisors Inc. boosted its stake in shares of BILL by 49.1% during the 4th quarter. Pacer Advisors Inc. now owns 18,023 shares of the company's stock worth $983,000 after purchasing an additional 5,933 shares during the period. Alberta Investment Management Corp purchased a new position in shares of BILL during the 4th quarter worth about $1,505,000. XTX Topco Ltd purchased a new position in shares of BILL during the 4th quarter worth about $1,839,000. Susquehanna Fundamental Investments LLC bought a new stake in BILL during the 4th quarter valued at about $9,579,000. Finally, Quadrature Capital Ltd bought a new stake in BILL during the 4th quarter valued at about $1,389,000. 97.99% of the stock is currently owned by institutional investors.

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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