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BILL logo

BILL Holdings, Inc. Stock Price

NYSE:BILL Community·US$4.1b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 61 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

BILL Share Price Performance

US$0
-52.93 (-100.00%)
​
US$56.81
Fair Value
US$0
-52.93 (-100.00%)
​
Price US$0
Thu, 20 Aug 26
Fair ValueUS$56.81
Share Pricen/a

BILL Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$56.81 15.6% undervalued intrinsic discount

BILL: Activist Involvement And Upgrades Will Drive Share Price Momentum

0users have liked this narrative
0users have commented on this narrative
24users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$71.64 33.1% undervalued intrinsic discount

Digitization And Cloud Adoption Will Transform B2B Payments

0users have liked this narrative
0users have commented on this narrative
4users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$42 14.1% overvalued intrinsic discount

Automation, Regulation And Competition Will Squeeze Margins

0users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
BILL logo
BILL Holdings
15.6% undervalued intrinsic discount

BILL: Activist Involvement And Upgrades Will Drive Share Price Momentum

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AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 20 Aug
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BILL logo
BILL Holdings
33.1% undervalued intrinsic discount
Updated

Digitization And Cloud Adoption Will Transform B2B Payments

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Updated 4 Sep
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BILL logo
BILL Holdings
14.1% overvalued intrinsic discount

Automation, Regulation And Competition Will Squeeze Margins

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AN
AnalystLowTarget
AnalystLowTarget
Updated 25 Jul
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Trending Discussion

No trending discussion available.

Recently Updated Narratives

AN
AnalystHighTarget
BILL logo

BILL: Stronger Margins And AI Initiatives Will Drive Future Upside Repricing

Fair Value: US$71.64 33.1% undervalued intrinsic discount
4 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
BILL logo

BILL: AI Shift And Margin Expansion Will Drive Future Upside

Fair Value: US$56.81 15.6% undervalued intrinsic discount
24 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
BILL logo

BILL: AI Transition And Cost Controls Will Shape Balanced Return Prospects

Fair Value: US$42 14.1% overvalued intrinsic discount
2 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Undervalued with excellent balance sheet.

0 Risks
3 Rewards
View Full Analysis

BILL Holdings, Inc. Key Details

US$1.7b

Revenue

US$265.5m

Cost of Revenue

US$1.4b

Gross Profit

US$1.4b

Other Expenses

-US$11.2m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
-0.13
83.94%
-0.68%
52.0%
View Full Analysis

About BILL

Founded
2006
Employees
1683
CEO
Rene Lacerte
WebsiteView website
www.bill.com

BILL Holdings, Inc. provides financial operations platform for small and midsize businesses worldwide. The company offers cloud-based payments, accounts payable, accounts receivable, and spend and expense management solutions. It also provides BILL Spend and Expense, a spend and expense management suite that provides a solution for businesses to have charge cards, build and monitor budgets, manage payments, and eliminate the need for manual expense reports. In addition, the company offers onboarding implementation support, and ongoing support and training services. Additionally, it provides payment services, including ACH, card, real-time, and cross-border payments, as well as checks and pay by card services; lending and deposit products; and value-added services. 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

User avatar
Narrative Update • Sep 04

BILL: Stronger Margins And AI Initiatives Will Drive Future Upside Repricing

Analysts now set a lower fair value estimate for BILL Holdings at $71.64, down from $75.12. This reflects updated expectations for slower revenue growth alongside stronger profit margins and a reduced future P/E multiple after recent price target revisions that highlighted improved profitability but more measured core growth assumptions.
Seeking Alpha • Aug 28

BILL Holdings: Good Progress, No Drama

Summary BILL Holdings delivered solid FY4Q 2026 results, exceeding guidance and consensus on revenue and EPS, with notable operating profitability improvement. BILL's emerging AI moat leverages a massive proprietary financial data set and a unique 9 million-member network, supporting its competitive position and future growth. Share buybacks have reduced outstanding shares by 15 million, and BILL remains undervalued at 2.1x FY2027E revenue, with an updated price target of $86 (approximately 83% upside). Risks include a recent slowdown in net new customer additions, as well as AI-related disruption challenges, but the company anticipates customer growth reacceleration next quarter. Read the full article on Seeking Alpha

Recent updates

No updates

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