BILL HoldingsBILL
BILL
About: BILL Holdings Inc is a provider of software-as-a-service, cloud-based payments and spend and expense management products, which allow users to automate accounts payable and accounts receivable transactions, enable businesses to easily connect with their suppliers or customers to do business, eliminate expense reports, manage cash flows and improve back office efficiency. Initial Public Offering and Follow-on Offering.
Employees: 2,187
0
Funds holding %
of 7,296 funds
0
Analysts bullish %
of 14 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
86% more call options, than puts
Call options by funds: $314M | Put options by funds: $169M
2% more repeat investments, than reductions
Existing positions increased: 129 | Existing positions reduced: 127
1.32% less ownership
Funds ownership: 91.51% [Q4 2024] → 90.19% (-1.32%) [Q1 2025]
5% less funds holding
Funds holding: 403 [Q4 2024] → 384 (-19) [Q1 2025]
12% less first-time investments, than exits
New positions opened: 94 | Existing positions closed: 107
27% less funds holding in top 10
Funds holding in top 10: 11 [Q4 2024] → 8 (-3) [Q1 2025]
47% less capital invested
Capital invested by funds: $8.03B [Q4 2024] → $4.22B (-$3.8B) [Q1 2025]
Research analyst outlook
14 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$40
3%
downside
Avg. target
$59
43%
upside
High target
$75
81%
upside
14 analyst ratings
8 positive
57%
5 neutral
36%
1 negative
7%
Morgan Stanley Keith Weiss | 33%upside $55 | Equal-Weight Downgraded | 11 Jun 2025 |
Truist Securities Matthew Coad | 14%upside $47 | Hold Initiated | 2 Jun 2025 |
Citigroup Andrew Schmitt | 62%upside $67 | Buy Maintained | 22 May 2025 |
Canaccord Genuity Joseph Vafi | 81%upside $75 | Buy Maintained | 13 May 2025 |
Mizuho Siti Panigrahi | 21%upside $50 | Neutral Maintained | 12 May 2025 |
Financial journalist opinion
Based on 9 articles about BILL published over the past 30 days
Positive
Zacks Investment Research
5 days ago
Wall Street Analysts See a 46.32% Upside in BILL Holdings (BILL): Can the Stock Really Move This High?
The average of price targets set by Wall Street analysts indicates a potential upside of 46.3% in BILL Holdings (BILL). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.
Positive
The Motley Fool
1 week ago
Down 87%, Is It Time to Buy This Super Software Stock?
Bill Holdings (BILL 1.11%) has a portfolio of software products designed to streamline accounts payable, accounts receivable, and expense management workflows for almost half a million small and mid-sized businesses (SMBs).
Positive
Seeking Alpha
1 week ago
Bill Holdings: Opportunity In The Crash
BILL is oversold due to macroeconomic headwinds, but its business fundamentals and product innovation remain strong, making it a compelling recovery play. Recent product launches, especially in AI and enterprise solutions, position Bill.com for long-term growth despite near-term economic challenges. Valuation is highly attractive: Bill.com trades at less than 3x forward revenue, a steep discount compared to peers with similar growth rates.
Neutral
Business Wire
1 week ago
BILL Deepens Executive Bench with Addition of Rohini Jain as Chief Financial Officer and Expanded Role for President John Rettig
SAN JOSE, Calif.--(BUSINESS WIRE)--BILL (NYSE: BILL), a leading financial operations platform for small and midsize businesses (SMBs), today announced Rohini Jain will join BILL as Chief Financial Officer. Jain will lead finance strategy across BILL, reporting to CEO and Founder, René Lacerte. With Jain joining the executive team on July 7th, John Rettig will take on an expanded role as both President and Chief Operating Officer, to further accelerate growth and category leadership. “BILL deliv.
Negative
Zacks Investment Research
2 weeks ago
BILL Holdings Plunges 47% Year to Date: Should You Buy the Stock on Dip?
BILL stock suffers from market challenges and competition, but AI-driven automation, partnerships, and growing platform adoption drive its fintech momentum.
Positive
Seeking Alpha
3 weeks ago
BILL FY Q3 Earnings: Take Rates Recover While Macro Weakness Hits - Buying Opportunity For The Long-Term
BILL's core revenue met expectations, EPS beat, but FY Q4 and FY 2025 guidance were cut due to SMB spending slowdown. Take rate recovery in AP/AR and Spend & Expense segments alleviates prior fears of structural decline, supporting long-term sustainability. Valuation is compelling at current levels, with BILL trading at low revenue and FCF multiples, offering significant upside potential.
Neutral
Business Wire
3 weeks ago
BILL to Participate in Upcoming Investor Conferences
SAN JOSE, Calif.--(BUSINESS WIRE)--BILL (NYSE:BILL), a leading financial operations platform for small and midsize businesses (SMBs), announced today its participation in the following investor events: Jefferies Public Technology Conference in Newport Coast on Wednesday, May 28, 2025 at 1:00 p.m. PDT BofA Securities Global Technology Conference in San Francisco on Wednesday, June 4, 2025 at 2:00 p.m. PDT A live webcast of the events will be accessible at https://investor.bill.com. Webcast repla.
Positive
Zacks Investment Research
3 weeks ago
Wall Street Analysts Think BILL Holdings (BILL) Could Surge 47.77%: Read This Before Placing a Bet
The mean of analysts' price targets for BILL Holdings (BILL) points to a 47.8% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
Positive
Benzinga
3 weeks ago
BILL, Remitly, Marqeta Win Analyst Support As Fintech Growth Picks Up
Last week, JP Morgan analyst Tien-tsin Huang hosted 17 payments and processing firms at its Global TMC Conference in Boston. Huang had an Overweight rating on BILL Holdings, Inc BILL with a price target of $55 on Monday.
Positive
Zacks Investment Research
1 month ago
BILL Earnings Surpass Estimates in Q3, Revenues Increase Y/Y
BILL Holdings Q3 results show solid revenue growth and rising payment volumes, offset by operating losses and ongoing macroeconomic headwinds.
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