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BILL Holdings, Inc.NYSE:BILL Stok Raporu

Piyasa Değeri US$3.4b
Hisse Fiyatı
US$32.39
US$54.62
40.7% değerinin altında içsel indirim
1Y-26.2%
7D-8.0%
1D
Portföy Değeri
Görünüm

BILL Holdings, Inc.

NYSE:BILL Stok Raporu

Piyasa değeri: US$3.4b

BILL Community Fair Values

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BILL Holdings, Inc. Rakipler

Fiyat Geçmişi ve Performans

Hisse fiyatlarındaki yükseliş, düşüş ve değişimlerin özeti BILL Holdings
Tarihsel hisse senedi fiyatları
Güncel Hisse FiyatıUS$32.39
52 Haftanın En Yüksek SeviyesiUS$57.21
52 Haftanın En Düşük SeviyesiUS$32.23
Beta1.18
1 Aylık Değişim-21.95%
3 Aylık Değişim-18.31%
1 Yıllık Değişim-26.17%
3 Yıllık Değişim-71.65%
5 Yıllık Değişim-80.08%
Halka arzdan bu yana değişim-8.76%

Son Haberler & Güncellemeler

Anlatı Güncellemesi 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

Recent updates

Anlatı Güncellemesi 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
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Analiz Makalesi 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 Alpha
Analiz Makalesi 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...
Analiz Makalesi 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
User avatar
Yeni Anlatı 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.
Analiz Makalesi Feb 12

Investors Don't See Light At End Of BILL Holdings, Inc.'s (NYSE:BILL) Tunnel And Push Stock Down 26%

To the annoyance of some shareholders, BILL Holdings, Inc. ( NYSE:BILL ) shares are down a considerable 26% in the last...

Hissedar Getirileri

BILLUS SoftwareUS Pazar
7D-8.0%-8.5%-4.1%
1Y-26.2%-14.0%20.6%

Getiri vs. Endüstri: BILL geçen yıl % -14 oranında getiri sağlayan US Software sektörünün gerisinde kaldı.

Getiri vs Piyasa: BILL geçen yıl % 20.6 oranında getiri sağlayan US Piyasasının altında performans gösterdi.

Fiyat Oynaklığı

Is BILL's price volatile compared to industry and market?
BILL volatility
BILL Average Weekly Movement7.7%
Software Industry Average Movement9.8%
Market Average Movement7.2%
10% most volatile stocks in US Market16.6%
10% least volatile stocks in US Market3.1%

İstikrarlı Hisse Senedi Fiyatı: BILL son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.

Zaman İçindeki Volatilite: BILL 'nin haftalık oynaklığı ( 8% ) son bir yıldır istikrarlı seyretti.

Şirket Hakkında

KurulduÇalışanlarCEOWeb sitesi
20062,364Rene Lacertewww.bill.com

BILL Holdings, Inc. dünya çapında küçük ve orta ölçekli işletmeler için finansal operasyon platformu sağlar. Kullanıcıların borç ve alacak hesapları işlemlerini otomatikleştirmesine olanak tanıyan ve işletmelerin iş yapmak, gider raporlarını ortadan kaldırmak, nakit akışlarını yönetmek ve arka ofis verimliliğini artırmak için tedarikçileri ve/veya müşterileri ile bağlantı kurmasını sağlayan hizmet olarak yazılım, bulut tabanlı ödemeler ve harcama yönetimi ürünleri sunar. Şirket ayrıca işe alım uygulama desteği ve sürekli destek ve eğitim hizmetleri de sunuyor.

BILL Holdings, Inc. Temel Bilgiler Özeti

BILL Holdings'un kazançları ve gelirleri piyasa değeriyle nasıl karşılaştırılır?
BILL temel i̇stati̇sti̇kler
Piyasa değeriUS$3.40b
Kazançlar(TTM)US$163.00k
Gelir(TTM)US$1.60b
Over9,999x
F/K Oranı
2.0x
P/S Oranı

Kazanç ve Gelir

En son kazanç raporundan temel karlılık istatistikleri (TTM)
BILL gelir tablosu (TTM)
GelirUS$1.60b
Gelir MaliyetiUS$261.15m
Brüt KârUS$1.34b
Diğer GiderlerUS$1.34b
KazançlarUS$163.00k

Son Raporlanan Kazançlar

Mar 31, 2026

Sonraki Kazanç Tarihi

n/a

Hisse başına kazanç (EPS)0.0016
Brüt Marj83.68%
Net Kâr Marjı0.01%
Borç/Özkaynak Oranı48.3%

BILL uzun vadede nasıl bir performans gösterdi?

Geçmiş performansı ve karşılaştırmayı görün

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/06/10 09:15
Gün Sonu Hisse Fiyatı2026/06/10 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/06/30

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

BILL Holdings, Inc. 33 Bu analistlerden 23, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
David KoningBaird
Gary PrestopinoBarrington Research Associates, Inc.
null nullBMO Capital Markets Equity Research