BILL Holdings (BILL) 주식 개요
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BILL Community Fair Values
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Analyst Price Targets
BILL Holdings, Inc. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$43.51 |
| 52주 최고가 | US$57.21 |
| 52주 최저가 | US$31.41 |
| 베타 | 1.18 |
| 1개월 변동 | 22.49% |
| 3개월 변동 | 15.87% |
| 1년 변동 | -5.25% |
| 3년 변동 | -65.09% |
| 5년 변동 | -78.96% |
| IPO 이후 변동 | 22.56% |
최근 뉴스 및 업데이트
내러티브 업데이트 • Jul 25
BILL: AI Transition And Cost Controls Will Shape Balanced Return Prospects
The analyst price target for BILL Holdings has been revised from $38 to $42, as analysts weigh mixed views on slower projected revenue growth, a slightly lower discount rate, and improved margin expectations, alongside recent Street research that ranges from new Buy initiations with a $43 target to reduced targets clustered in the mid $30s to $50 range. Analyst Commentary Recent Street research on BILL Holdings shows a split tape, with some firms highlighting improving fundamentals and others pointing to slower growth and execution risks.내러티브 업데이트 • 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.
내러티브 업데이트 • 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
내러티브 업데이트 • Jul 25
BILL: AI Transition And Cost Controls Will Shape Balanced Return Prospects
The analyst price target for BILL Holdings has been revised from $38 to $42, as analysts weigh mixed views on slower projected revenue growth, a slightly lower discount rate, and improved margin expectations, alongside recent Street research that ranges from new Buy initiations with a $43 target to reduced targets clustered in the mid $30s to $50 range. Analyst Commentary Recent Street research on BILL Holdings shows a split tape, with some firms highlighting improving fundamentals and others pointing to slower growth and execution risks.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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 Alpha분석 기사 • 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...주주 수익률
| BILL | US Software | US 시장 | |
|---|---|---|---|
| 7D | -2.7% | -4.4% | -1.1% |
| 1Y | -5.2% | -26.4% | 15.1% |
수익률 대 산업: BILL은 지난 1년 동안 -26.4%의 수익을 기록한 US Software 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: BILL은 지난 1년 동안 15.1%를 기록한 US 시장보다 저조한 성과를 냈습니다.
주가 변동성
| BILL volatility | |
|---|---|
| BILL Average Weekly Movement | 8.0% |
| Software Industry Average Movement | 9.7% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
안정적인 주가: BILL는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: BILL의 주간 변동성(8%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 2006 | 2,364 | Rene Lacerte | www.bill.com |
는 전 세계 중소기업을 위한 재무 운영 플랫폼을 제공합니다. 이 회사는 서비스형 소프트웨어, 클라우드 기반 결제 및 지출 관리 제품을 제공하여 사용자가 미지급금 및 미수금 거래를 자동화하고, 공급업체 및/또는 고객과 연결하여 비즈니스를 수행하고, 비용 보고서를 없애고, 현금 흐름을 관리하고, 백오피스 효율성을 개선할 수 있도록 지원합니다. 또한 온보딩 구현 지원과 지속적인 지원 및 교육 서비스도 제공합니다.
BILL Holdings, Inc. 기초 지표 요약
| BILL 기초 통계 | |
|---|---|
| 시가총액 | US$4.33b |
| 순이익 (TTM) | US$163.00k |
| 매출 (TTM) | US$1.60b |
Over9,999x
주가수익비율(P/E)2.7x
주가매출비율(P/S)BILL는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| BILL 손익계산서 (TTM) | |
|---|---|
| 매출 | US$1.60b |
| 매출원가 | US$261.15m |
| 총이익 | US$1.34b |
| 기타 비용 | US$1.34b |
| 순이익 | US$163.00k |
최근 보고된 실적
Mar 31, 2026
다음 실적 발표일
Aug 19, 2026
| 주당순이익(EPS) | 0.0016 |
| 총이익률 | 83.68% |
| 순이익률 | 0.01% |
| 부채/자본 비율 | 48.3% |
BILL의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/07/26 03:21 |
| 종가 | 2026/07/24 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/06/30 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
BILL Holdings, Inc.는 34명의 분석가가 다루고 있습니다. 이 중 22명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| David Koning | Baird |
| Gary Prestopino | Barrington Research Associates, Inc. |
| null null | BMO Capital Markets Equity Research |