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BILL Holdings, Inc. Stock Price

NYSE:BILL Community·US$3.9b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 57 Fair Values set on narratives written by author

BILL Share Price Performance

US$0
-47.72 (-100.00%)
US$53.77
Fair Value
US$0
-47.72 (-100.00%)
Price US$0

BILL Community Narratives

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Fair Value US$53.77 24.6% undervalued intrinsic discount

BILL: Activist Involvement And Upgrades Will Drive Share Price Momentum

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Fair Value US$75.12 46.1% undervalued intrinsic discount

Digitization And Cloud Adoption Will Transform B2B Payments

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Fair Value US$38 6.6% overvalued intrinsic discount

Automation, Regulation And Competition Will Squeeze Margins

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US$38
6.6% overvalued intrinsic discount
Revenue
19.24% p.a.
Profit Margin
13.05%
Future PE
13.25x
Price in 2029
US$50.05
US$53.77
24.6% undervalued intrinsic discount
Revenue
16.96% p.a.
Profit Margin
12.35%
Future PE
21.17x
Price in 2029
US$71.41
US$75.12
46.1% undervalued intrinsic discount
Revenue
16.98% p.a.
Profit Margin
13.39%
Future PE
27.04x
Price in 2029
US$98.93

Trending Discussion

Updated Narratives

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BILL: AI Shift And Cost Cuts Will Drive Mixed Returns Outlook

Fair Value: US$38 6.6% overvalued intrinsic discount
2 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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BILL: Cost Cuts And AI Platform Shift Will Drive Future Upside

Fair Value: US$53.77 24.6% undervalued intrinsic discount
23 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
BILL logo

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

Fair Value: US$75.12 46.1% undervalued intrinsic discount
4 users have set this as their fair value
0 users have commented on this narrative
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Snowflake Analysis

Undervalued with excellent balance sheet.

2 Risks
3 Rewards

BILL Holdings, Inc. Key Details

US$1.6b

Revenue

US$261.2m

Cost of Revenue

US$1.3b

Gross Profit

US$1.3b

Other Expenses

US$163.0k

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
0.0016
83.68%
0.01%
48.3%
View Full Analysis

About BILL

Founded
2006
Employees
2364
CEO
Rene Lacerte
WebsiteView website
www.bill.com

BILL Holdings, Inc. provides financial operations platform for small and midsize businesses worldwide. It 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 businesses to connect with their suppliers and/or customers to do business, eliminate expense reports, manage cash flows, and improve back-office efficiency. The company also offers onboarding implementation support, and ongoing support and training services. In addition, the company’s artificial intelligence enabled financial software platform provides connections between suppliers and clients. It serves accounting firms, financial institutions, and software provider companies. The company was formerly known as Bill.com Holdings, Inc. and changed its name to BILL Holdings, Inc. in February 2023. BILL Holdings, Inc. was incorporated in 2006 and is headquartered in San Jose, California.

Recent BILL News & Updates

Narrative Update Jul 08

BILL: AI Shift And Cost Cuts Will Drive Mixed Returns Outlook

The analyst fair value estimate for BILL Holdings has been lowered to $38 from $42 as analysts weigh mixed Street price targets, updated expectations for revenue growth and profit margins, and a more moderate future P/E multiple. Analyst Commentary Street research on BILL Holdings reflects a mixed backdrop, with some firms highlighting improving fundamentals while others flag risks around growth durability, acquisition optionality, and valuation.
Narrative Update Jun 24

BILL: Cost Cuts And AI Platform Shift Will Drive Future Upside

Analysts trimmed their fair value estimate for BILL Holdings by about $1 to $53.77, reflecting a slightly higher discount rate and modest tweaks to long term growth and profitability assumptions after mixed shifts in Street price targets and expectations for core revenue trends. Analyst Commentary Recent research on BILL Holdings shows a split tape, with some firms emphasizing the company’s position in small business payments and others focusing on potential headwinds around growth visibility and competition.

Recent updates

No updates