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 latest yearly results, and the shares gained 9.8% to US$46.42. Revenues were US$1.5b, approximately in line with whatthe analysts expected, although statutory earnings per share (EPS) crushed expectations, coming in at US$0.23, an impressive 374% ahead of estimates. This is an important time for investors, as they can track a company's performance in its report, look at what experts are forecasting for next year, and see if there has been any change to expectations for the business. Readers will be glad to know we've aggregated the latest statutory forecasts to see whether the analysts have changed their mind on BILL Holdings after the latest results.

This technology could replace computers: discover the 20 stocks are working to make quantum computing a reality.

After the latest results, the 24 analysts covering BILL Holdings are now predicting revenues of US$1.61b in 2026. If met, this would reflect a solid 9.8% improvement in revenue compared to the last 12 months. The company is forecast to report a statutory loss of US$0.63 in 2026, a sharp decline from a profit over the last year. Yet prior to the latest earnings, the analysts had been forecasting revenues of US$1.63b and losses of US$0.42 per share in 2026. So it's pretty clear the analysts have mixed opinions on BILL Holdings even after this update; although they reconfirmed their revenue numbers, it came at the cost of a very substantial increase in per-share losses.

Check out our latest analysis for BILL Holdings

As a result, there was no major change to the consensus price target of US$57.57, with the analysts implicitly confirming that the business looks to be performing in line with expectations, despite higher forecast losses. That's not the only conclusion we can draw from this data however, as some investors also like to consider the spread in estimates when evaluating analyst price targets. There are some variant perceptions on BILL Holdings, with the most bullish analyst valuing it at US$89.00 and the most bearish at US$42.00 per share. This is a fairly broad spread of estimates, suggesting that analysts are forecasting a wide range of possible outcomes for the business.

Another way we can view these estimates is in the context of the bigger picture, such as how the forecasts stack up against past performance, and whether forecasts are more or less bullish relative to other companies in the industry. It's pretty clear that there is an expectation that BILL Holdings' revenue growth will slow down substantially, with revenues to the end of 2026 expected to display 9.8% growth on an annualised basis. This is compared to a historical growth rate of 38% over the past five years. By way of comparison, the other companies in this industry with analyst coverage are forecast to grow their revenue at 13% per year. So it's pretty clear that, while revenue growth is expected to slow down, the wider industry is also expected to grow faster than BILL Holdings.

The Bottom Line

The most important thing to take away is that the analysts increased their loss per share estimates for next year. On the plus side, there were no major changes to revenue estimates; although forecasts imply they will perform worse than the wider industry. There was no real change to the consensus price target, suggesting that the intrinsic value of the business has not undergone any major changes with the latest estimates.

Following on from that line of thought, we think that the long-term prospects of the business are much more relevant than next year's earnings. At Simply Wall St, we have a full range of analyst estimates for BILL Holdings going out to 2028, and you can see them free on our platform here..

You still need to take note of risks, for example - BILL Holdings has 2 warning signs (and 1 which is concerning) we think you should know about.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.