BILL Holdings

BILL

Market cap $3.69B

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.

Investors looking for stocks in the Internet - Software sector might want to consider either BILL Holdings (BILL) or Palantir Technologies Inc. (PLTR). But which of these two stocks presents investors with the better value opportunity right now?

SAN JOSE, Calif.--(BUSINESS WIRE)--BILL (NYSE: BILL), the financial operations platform trusted by nearly half a million businesses to manage, move and maximize their money, announced today its participation in the BofA Securities Global Technology Conference in San Francisco on Wednesday, June 3, 2026 at 8:40 a.m. PDT. A live webcast of the event will be accessible at https://investor.bill.com. Webcast replays can be accessed from BILL's Investor Relations website for approximately thirty days.

Three weeks after announcing mass job cuts, BILL is instituting an overhaul of its leadership team. The financial operations platform said Tuesday (May 26) that it was making several changes to its executive team as it increases its focus on artificial intelligence.

SAN JOSE, Calif.--(BUSINESS WIRE)--BILL (NYSE: BILL), the intelligent financial operations platform trusted by nearly half a million businesses to manage, move, and maximize their money, today announced executive leadership appointments and organizational updates to position the company for its next phase of market leadership. The changes will take effect in the fourth quarter of fiscal 2026. “BILL is at a pivotal moment in our journey. As we continue our transformation into an AI native compan.

BILL's SMB finance platform keeps expanding with new products, AI automation, partner reach and a $1B buyback despite macro risks.

BILL Holdings faces headwinds from declining interest rates, SMB exposure, and SaaS sector pressures, leading to a ~20% YTD decline. Despite negative sentiment, BILL's valuation has become attractive, presenting compelling entry points for investors seeking turnaround potential. Workforce reductions and AI-driven efficiency, trends seen in larger peers, are also underway at smaller firms like BILL.

BILL Holdings, Inc. (BILL) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript

Five mid-cap AI infrastructure stocks, including BILL, PCTY, TDC, VSH and QRVO, offer discounted valuations amid rising AI demand.

The consensus price target hints at a 32.8% upside potential for BILL Holdings (BILL). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.