BILL Holdings (BILL) Resumen de Acciones
BILL Holdings, Inc. ofrece una plataforma de operaciones financieras para pequeñas y medianas empresas de todo el mundo. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 5/6 |
| Crecimiento futuro | 3/6 |
| Rendimiento pasado | 1/6 |
| Salud financiera | 5/6 |
| Dividendos | 0/6 |
Recompensas
Análisis de riesgos
BILL Community Fair Values
Create NarrativeSee what 52 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Competidores de BILL Holdings, Inc.
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$33.38 |
| Máximo en las últimas 52 semanas | US$57.21 |
| Mínimo de 52 semanas | US$31.41 |
| Beta | 1.18 |
| Cambio en 1 mes | -4.36% |
| Variación en 3 meses | -9.78% |
| Cambio de 1 año | -26.31% |
| Variación en 3 años | -71.25% |
| Variación en 5 años | -81.44% |
| Variación desde la OPV | -5.97% |
Noticias y actualizaciones recientes
Actualización de narrativa • 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.Actualización de narrativa • Jun 07
BILL: Cost Cuts And Buybacks Will Unlock Future Shareholder Value
Narrative Update on BILL Holdings The analyst price target for BILL has been reduced by a mid single digit dollar amount, with recent moves such as JPMorgan trimming its target to $50 from $60 and Truist edging its target to $45 from $46 as analysts refresh their models to reflect updated revenue assumptions and cost actions. Analyst Commentary Recent research on BILL reflects a mix of optimism around profitability and cost actions, alongside some caution on the growth outlook and valuation assumptions.Recent updates
Actualización de narrativa • 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.Actualización de narrativa • Jun 07
BILL: Cost Cuts And Buybacks Will Unlock Future Shareholder Value
Narrative Update on BILL Holdings The analyst price target for BILL has been reduced by a mid single digit dollar amount, with recent moves such as JPMorgan trimming its target to $50 from $60 and Truist edging its target to $45 from $46 as analysts refresh their models to reflect updated revenue assumptions and cost actions. Analyst Commentary Recent research on BILL reflects a mix of optimism around profitability and cost actions, alongside some caution on the growth outlook and valuation assumptions.Seeking Alpha • May 29
BILL Holdings: Very Low Valuation With AI Fears Overdone
Summary BILL Holdings is a category-leading SMB financial operations SaaS platform, trading at 1.9x FY2028e core revenue and 8.1x adjusted FCF multiple. Despite a 16% stock decline since May 2025, BILL continues to outperform guidance, expand margins, and accelerate AI-native transformation. A $1B share repurchase (25%+ of market cap) and raised FY26 operating income guidance underscore management's confidence in long-term growth and FCF generation. I see 65% upside to a $66/share target, driven by AI monetization, operating leverage, and resilient embedded customer workflows despite macro and competitive risks. Read the full article on Seeking Alpha
Actualización de narrativa • May 23
BILL: Cost Cuts And $1b Buyback Will Drive Future Upside Repricing
Analysts have trimmed the fair value estimate for BILL Holdings to about $75 from roughly $78, reflecting slightly softer revenue growth assumptions, a modestly higher discount rate, and a lower forward P/E, partly offset by higher projected profit margins tied to recent cost actions and the new $1b buyback authorization. Analyst Commentary Recent Street research on BILL highlights a split view, with some firms trimming targets while others move higher, particularly where cost actions and the new US$1b buyback are front and center.Actualización de narrativa • May 01
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.
Actualización de narrativa • Apr 16
BILL: Takeover Talks And Execution Risks Will Shape Future Returns Outlook
Analysts have raised their average price target on BILL Holdings by a low single-digit dollar amount, citing updated assumptions around slightly stronger revenue growth, modestly better profit margins, and a marginally lower discount rate, while keeping fair value estimates around $42 unchanged. Analyst Commentary Street research on BILL Holdings has been mixed, with some firms nudging price targets slightly higher while others are taking a more cautious stance and revisiting their assumptions.Actualización de narrativa • Apr 01
BILL: Takeover Talks And Execution Risks Will Shape Future Market Perception
The analyst price target for BILL Holdings has shifted by a few dollars as firms fine-tune their models in response to slightly higher revenue growth and profit margins. At the same time, they are weighing mixed target revisions and continuing to debate the company’s potential as a takeout candidate.Actualización de narrativa • Mar 18
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.Actualización de narrativa • Mar 04
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.Actualización de narrativa • Feb 18
BILL: Mixed Takeover Interest And Execution Risks Will Shape Future Multiple
The analyst price target for BILL Holdings has been adjusted to $42.00 from $43.75, reflecting a balance of mixed target revisions and updated views on growth, profitability, future P/E assumptions, and ongoing takeover interest at levels up to $70.00 per share. Analyst Commentary Recent research on BILL Holdings reflects a mixed but generally cautious tone, with several bearish analysts resetting expectations around valuation, growth, and the likelihood and timing of any potential transaction.Actualización de narrativa • Feb 04
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.Actualización de narrativa • Jan 20
BILL: Sale Exploration And Activist Pressure Will Test Premium Earnings Multiple
Narrative update on BILL Holdings The updated analyst price target for BILL Holdings reflects a slight upward adjustment in estimated fair value to about $43.75, as analysts refine their models following recent price target resets, modest tweaks to revenue growth and margin assumptions, and lower sector P/E multiples referenced in recent research. Analyst Commentary Recent research on BILL Holdings reflects a mix of cautious adjustments and supportive views.Actualización de narrativa • Jan 06
BILL: Sale Exploration Will Test Sustainability Of Premium Earnings Multiple
Analysts have made a modest upward adjustment to their assessed fair value for BILL Holdings to about US$43.55. This reflects updated assumptions on revenue growth and discount rates, alongside mixed price target changes on the Street, including reductions to US$60 and US$54 and a new initiation at US$71.Actualización de narrativa • Dec 16
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.Actualización de narrativa • Dec 02
BILL: Activist Investors And Potential Sale Discussions Will Unlock Shareholder Value
The analyst price target for BILL Holdings has edged slightly lower, from $60.91 to $60.86, as analysts cite modestly tempered revenue growth projections and a compression in comparable company multiples across the industry following recent results. Analyst Commentary Recent Street research reflects a mixture of optimism and caution among analysts regarding BILL Holdings' valuation, execution, and growth prospects.Actualización de narrativa • Nov 18
BILL: Activist Involvement Will Drive Operational Improvements and Unlock Shareholder Value
Analysts have modestly lowered their price target for BILL Holdings to $60.91 from $61.95, citing softer near-term revenue growth and profit margin expectations. They also anticipate that operational improvements and new partnerships could support long-term upside.Actualización de narrativa • Nov 03
BILL: Activist Involvement And Upgrades Will Drive Share Price Momentum
The average analyst price target for BILL Holdings has inched up from $61.05 to $61.95, as analysts cite improving revenue growth estimates and growing optimism about operational and strategic initiatives following recent upgrades and involvement from activist investors. Analyst Commentary Recent research notes reflect a mix of optimism and caution among analysts following BILL Holdings, with perspectives shaped by upgraded ratings, changing price targets, and the involvement of activist investors.Actualización de narrativa • Oct 20
AI And Embedded Finance Will Transform Digital Workflows
The analyst price target for BILL Holdings has increased modestly from $60.10 to $61.05. Analysts cite improving margin prospects, activist investor involvement, and expectations of a rebound in core revenue growth as supporting factors for this upward revision.Actualización de narrativa • Oct 05
AI And Embedded Finance Will Transform Digital Workflows
BILL Holdings’ fair value estimate has been increased from $58.95 to $60.10 per share. Analysts cite renewed optimism around core revenue growth prospects, activist investor involvement, and improving estimates as key drivers for the adjustment.Actualización de narrativa • Sep 20
AI And Embedded Finance Will Transform Digital Workflows
Analysts have raised BILL Holdings’ price target as expectations of a revenue reacceleration from embedded partnerships and potential operational improvements from activist involvement outweigh near-term sector and consumer headwinds, resulting in a new fair value of $58.95. Analyst Commentary Bullish analysts cite upside to revenue estimates, expecting core revenue growth to trough and then re-accelerate as embedded solutions partnerships contribute to top-line gains.Artículo de análisis • Sep 10
Investors Shouldn't Be Too Comfortable With BILL Holdings' (NYSE:BILL) Earnings
Unsurprisingly, BILL Holdings, Inc.'s ( NYSE:BILL ) stock price was strong on the back of its healthy earnings report...Artículo de análisis • Sep 08
BILL Holdings, Inc.'s (NYSE:BILL) Shares Bounce 27% But Its Business Still Trails The Industry
BILL Holdings, Inc. ( NYSE:BILL ) shares have had a really impressive month, gaining 27% after a shaky period...Artículo de análisis • Aug 31
BILL Holdings, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
It's been a good week for BILL Holdings, Inc. ( NYSE:BILL ) shareholders, because the company has just released its...Actualización de narrativa • Aug 29
AI Platform Upgrades And New Products Will Strengthen Fintech's Market Position
Analysts have lowered their price target for BILL Holdings to $57.45, reflecting sector underperformance, macroeconomic risks, and increased competition from Xero's Melio acquisition, despite some optimism regarding valuation and fintech sentiment. Analyst Commentary Bullish analysts cite improving sentiment for the FinTech sector and expectations for solid overall earnings, believing recent underperformance creates an attractive setup.Artículo de análisis • May 09
Investors Still Aren't Entirely Convinced By BILL Holdings, Inc.'s (NYSE:BILL) Revenues Despite 26% Price Jump
Those holding BILL Holdings, Inc. ( NYSE:BILL ) shares would be relieved that the share price has rebounded 26% in the...Seeking Alpha • Apr 17
BILL Holdings: Eroding Underlying Demand Limits Growth Potential
Summary I am negative on Bill.com due to weakening SMB demand, slower customer adds, and lower TPV per customer impacting BILL's financials. Macro uncertainty and rising inflation risks from recent tariffs are likely to further erode BILL’s growth outlook and financial health. Customer growth and platform engagement are decelerating, with declining TPV per customer indicating deteriorating underlying demand. Read the full article on Seeking AlphaArtículo de análisis • Apr 04
Should You Investigate BILL Holdings, Inc. (NYSE:BILL) At US$42.60?
BILL Holdings, Inc. ( NYSE:BILL ), might not be a large cap stock, but it received a lot of attention from a...Artículo de análisis • Mar 10
Does BILL Holdings (NYSE:BILL) Have A Healthy Balance Sheet?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Seeking Alpha • Mar 10
BILL Holdings: Why I'm Neutral After A Tough Selloff
Summary BILL Holdings demonstrates strong revenue growth rates, indicating robust business expansion and potential for future profitability. The stock valuation of BILL Holdings appears attractive, suggesting it is currently undervalued relative to its growth prospects. The investment thesis highlights the company's market position and innovative solutions as key drivers for sustained growth. The bottom line emphasizes a positive outlook for BILL Holdings, recommending it as a compelling investment opportunity, but competitive pressures make me wary. Read the full article on Seeking Alpha
Nueva narrativa • Feb 17
AI-Powered Solutions Will Expand SMB Financial Operations Platform
BILL's strategic focus on AI and innovative payment solutions aims to boost market penetration, transaction volumes, and product adoption for future revenue growth.Rentabilidad de los accionistas
| BILL | US Software | Mercado US | |
|---|---|---|---|
| 7D | 2.8% | -7.0% | -2.7% |
| 1Y | -26.3% | -26.5% | 18.6% |
Rentabilidad vs. Industria: Los resultados de BILL fueron inferiores a los de la industria US Software, que obtuvo un rendimiento del -26.5% el año pasado.
Rentabilidad vs. Mercado: BILL obtuvo unos resultados inferiores a los del mercado US, que fueron del 18.6% el año pasado.
Volatilidad de los precios
| BILL volatility | |
|---|---|
| BILL Average Weekly Movement | 7.6% |
| Software Industry Average Movement | 9.9% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.9% |
| 10% least volatile stocks in US Market | 3.1% |
Precio estable de las acciones: BILL no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de BILL (8%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 2006 | 2,364 | Rene Lacerte | www.bill.com |
BILL Holdings, Inc. ofrece una plataforma de operaciones financieras para pequeñas y medianas empresas de todo el mundo. Ofrece software como servicio, pagos basados en la nube y productos de gestión de gastos, que permiten a los usuarios automatizar las transacciones de cuentas por pagar y cuentas por cobrar, así como permitir a las empresas conectarse con sus proveedores y/o clientes para hacer negocios, eliminar informes de gastos, gestionar los flujos de efectivo y mejorar la eficiencia de back-office. La empresa también ofrece asistencia para la implantación y servicios continuos de asistencia y formación.
Resumen de fundamentos de BILL Holdings, Inc.
| Estadísticas fundamentales de BILL | |
|---|---|
| Capitalización bursátil | US$3.33b |
| Beneficios(TTM) | US$163.00k |
| Ingresos (TTM) | US$1.60b |
Over9,999x
Ratio precio-beneficio (PE)2.1x
Ratio precio-ventas (PS)¿Está BILL sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de BILL | |
|---|---|
| Ingresos | US$1.60b |
| Coste de los ingresos | US$261.15m |
| Beneficio bruto | US$1.34b |
| Otros gastos | US$1.34b |
| Beneficios | US$163.00k |
Últimos beneficios comunicados
Mar 31, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | 0.0016 |
| Margen bruto | 83.68% |
| Margen de beneficio neto | 0.01% |
| Ratio deuda/patrimonio | 48.3% |
¿Cómo se ha desempeñado BILL a largo plazo?
Ver rendimiento histórico y comparativaAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/06/25 11:05 |
| Precio de las acciones al final del día | 2026/06/25 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/06/30 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también contamos con guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
BILL Holdings, Inc. está cubierta por 34 analistas. 24 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| David Koning | Baird |
| Gary Prestopino | Barrington Research Associates, Inc. |
| null null | BMO Capital Markets Equity Research |