BILL Holdings

BILL

Market cap $4.4B

Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.

Bill Holdings' portfolio of software products help small and medium-sized businesses streamline their accounts payable and accounts receivable processes. Bill's revenue growth is slowing because management is focusing more on profitability, but investors are disappointed with this strategy.

Barington Companies Management acquired 325,000 additional BILL shares in the fourth quarter; the estimated transaction value was $16.70 million based on average quarterly prices. Meanwhile, the quarter-end position value rose by $17.83 million, reflecting both trading and stock price movement.

SAN JOSE, Calif.--(BUSINESS WIRE)--BILL (NYSE: BILL), the intelligent finance platform trusted by half a million businesses to manage, move and maximize their money, announced today its participation in the following conferences: Susquehanna Technology Conference in New York on Thursday, February 26, 2026 Morgan Stanley Technology, Media & Telecom Conference in San Francisco on Tuesday, March 3, 2026 Management will participate in a fireside chat at 10:45 a.m. PST Wolfe FinTech Forum in New.

During the quarter, the Fund invested in Morgan Stanley, a leading global investment bank and wealth management firm. The Fund also participated in the IPO of Neptune Insurance Holdings Inc., the leading underwriter of private flood insurance. We trimmed Guidewire Software, Inc. on strength to manage exposure to the volatile software sector.

BILL's Q2 earnings and revenues beat forecasts as strong transaction growth and rising payment volumes drive momentum.

BILL Holdings, Inc. (BILL) Q2 2026 Earnings Call Transcript

BILL Holdings defies AI disruption fears and macro headwinds, delivering a Q2 beat and raising guidance for FY26. BILL's valuation is compelling at 2.2x EV/FY26 revenue and 16.9x FY26 P/E, with double-digit growth and strong gross margins. The platform's stickiness is evident as TPV and customer base expand, supporting resilient subscription revenue despite SMB sector challenges.

Although the revenue and EPS for BILL Holdings (BILL) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

BILL Holdings (BILL) came out with quarterly earnings of $0.64 per share, beating the Zacks Consensus Estimate of $0.56 per share. This compares to earnings of $0.56 per share a year ago.