Digitization And Cloud Adoption Will Transform B2B Payments

AN

AnalystHighTarget

Not Invested

Community Contributor

Published

23 Jul 25

Updated

23 May 26

Views

44

23 May

US$32.29

AnalystHighTarget's Fair Value

US$75.12

57.0% undervalued

1Y

-28.7%

7D

-4.1%

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1Y

-28.7%

7D

-4.1%

Author's Valuation

US$75.1257.0% undervalued

AnalystHighTarget Fair Value

Shared on 23 May 26

Fair value Decreased 3.45%

BILL: Cost Cuts And $1b Buyback Will Drive Future Upside Repricing

BILL is betting that a major round of cost cuts and a big share buyback can lift profits even if sales growth slows. The big question is whether those moves are enough to change how the market values the business while it rolls out new tools for spend and supplier payments.

4 views

Shared on 01 May 26

Fair value Decreased 0.81%

BILL: Expected Private Equity Deal Talks Will Drive Future Upside Repricing

The Analyst Price Target for BILL Holdings has moved modestly lower by about $1, as analysts factor in slightly softer revenue growth and profit margin assumptions, along with a higher projected P/E multiple informed by recent target cuts and acquisition chatter across the Street. Analyst Commentary Recent Street research on BILL Holdings reflects a mix of recalibrated targets and shifting expectations, with several firms revisiting their valuation frameworks and deal scenarios.

14 views

Shared on 18 Mar 26

BILL: Expected Private Equity Interest Will Drive Future Upside Repricing

Analysts have nudged their average price targets for BILL Holdings slightly higher, with modest $1 to $2 upward revisions from some firms partially offsetting cuts of $6 to $13 from others. These changes reflect updated assumptions for discount rates, revenue growth, profit margins and future P/E multiples.

2 views

Shared on 04 Mar 26

Fair value Decreased 1.64%

BILL: Potential Private Equity Takeover Will Drive Future Upside Repricing

Analysts have modestly reduced their blended price target for BILL Holdings to about $78, down from roughly $80, as they factor in updated views on revenue growth, margins, future P/E assumptions and mixed recent research moves that include both price target cuts and small increases. Analyst Commentary Recent Street research on BILL Holdings reflects a mix of trimmed and lifted price targets, along with growing discussion around potential corporate activity.

1 view

Shared on 04 Feb 26

Fair value Decreased 0.73%

BILL: Activist Pressure And Sale Exploration Will Drive Takeover Upside Potential

Analysts have trimmed their implied fair value for BILL Holdings from about $80.33 to $79.75 per share, reflecting slightly higher discount assumptions, modestly adjusted long term growth and margin expectations, and lower future P/E estimates along with reduced Street price targets in recent research. Analyst Commentary Recent research on BILL Holdings has centered on recalibrated price targets and takeover scenarios, with analysts fine tuning their models around growth, margins, and sector P/E benchmarks.

1 view

Shared on 16 Dec 25

Fair value Decreased 0.68%

BILL: Activist Pressure And Sale Exploration Will Unlock Upside Potential

The analyst price target for BILL Holdings has been trimmed modestly by about $1 to reflect a slightly lower fair value and profit margin outlook, with analysts citing recent target reductions amid more conservative assumptions for net adds and core revenue growth, partly offset by still solid mid-teens growth expectations and support from new Buy initiations. Analyst Commentary Bullish analysts remain constructive on BILL Holdings despite modest target reductions, highlighting a combination of operational execution, activist involvement and an improving growth trajectory as key supports for valuation.

4 views

Valuator

Company Info

Notes

AnalystHighTarget Fair Value

US$75.12

57.0% undervalued

Future estimation in

Revenue

Profit Margin

Future PE

Growth p.a.

%

Decrease

Increase

Forecast revenue growth rate

12.16%

Historical revenue growth rate

29.05%

Software revenue growth rate

1.71%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

10.21%

Calculation

US$343.01m

Earnings '29

x

27.04x

PE Ratio '29

=

US$9.27b

Market Cap '29

US$9.27b

Market Cap '29

/

93.74m

No. shares '29

=

US$98.93

Share Price '29

US$98.93 Share Price '29

Discounted to 2026 @ 9.90% p.a.

=

US$74.53

Fair Value '26