BILL (NYSE:BILL) Earns “Buy” Rating from Needham & Company LLC

BILL (NYSE:BILL)‘s stock had its “buy” rating reiterated by stock analysts at Needham & Company LLC in a research note issued on Friday,Benzinga reports. They currently have a $75.00 price objective on the stock. Needham & Company LLC’s price target suggests a potential upside of 110.64% from the company’s current price.

Other analysts have also issued research reports about the company. BTIG Research reissued a “buy” rating and issued a $60.00 target price on shares of BILL in a report on Monday. UBS Group dropped their price objective on BILL from $65.00 to $60.00 and set a “buy” rating on the stock in a research report on Friday, November 7th. Weiss Ratings reissued a “sell (d+)” rating on shares of BILL in a research report on Monday, December 29th. Keefe, Bruyette & Woods raised their price target on shares of BILL from $52.00 to $60.00 and gave the company a “market perform” rating in a report on Friday, January 2nd. Finally, Citigroup decreased their price objective on shares of BILL from $71.00 to $62.00 and set a “buy” rating for the company in a report on Thursday, January 22nd. One investment analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, nine have assigned a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $58.52.

BILL Stock Down 4.4%

NYSE:BILL opened at $35.61 on Friday. The firm has a market cap of $3.57 billion, a P/E ratio of -131.87, a P/E/G ratio of 5.17 and a beta of 1.30. The company has a debt-to-equity ratio of 0.47, a quick ratio of 1.67 and a current ratio of 1.67. BILL has a fifty-two week low of $35.46 and a fifty-two week high of $98.00. The firm has a 50-day simple moving average of $50.77 and a two-hundred day simple moving average of $48.94.

BILL (NYSE:BILL) last issued its earnings results on Thursday, February 5th. The company reported $0.64 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.56 by $0.08. The firm had revenue of $414.67 million for the quarter, compared to the consensus estimate of $399.71 million. BILL had a net margin of 0.79% and a return on equity of 1.39%. The business’s revenue was up 14.4% on a year-over-year basis. During the same quarter in the prior year, the firm posted $0.56 earnings per share. BILL has set its Q3 2026 guidance at 0.530-0.570 EPS and its FY 2026 guidance at 2.330-2.410 EPS. Analysts predict that BILL will post 0.12 earnings per share for the current fiscal year.

Insider Buying and Selling at BILL

In related news, SVP Germaine Cota sold 1,104 shares of the firm’s stock in a transaction that occurred on Tuesday, December 2nd. The shares were sold at an average price of $51.23, for a total value of $56,557.92. Following the transaction, the senior vice president owned 10,812 shares of the company’s stock, valued at approximately $553,898.76. This trade represents a 9.26% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. 13.20% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Several institutional investors have recently added to or reduced their stakes in the business. Caitong International Asset Management Co. Ltd grew its position in shares of BILL by 972.0% during the 3rd quarter. Caitong International Asset Management Co. Ltd now owns 536 shares of the company’s stock valued at $28,000 after acquiring an additional 486 shares during the period. CWM LLC lifted its position in BILL by 1,000.0% during the fourth quarter. CWM LLC now owns 803 shares of the company’s stock valued at $44,000 after purchasing an additional 730 shares in the last quarter. Blue Trust Inc. lifted its position in BILL by 102.7% during the second quarter. Blue Trust Inc. now owns 1,261 shares of the company’s stock valued at $58,000 after purchasing an additional 639 shares in the last quarter. FNY Investment Advisers LLC grew its holdings in BILL by 133.7% during the second quarter. FNY Investment Advisers LLC now owns 1,402 shares of the company’s stock valued at $64,000 after purchasing an additional 802 shares during the period. Finally, Hantz Financial Services Inc. increased its position in BILL by 189.2% in the third quarter. Hantz Financial Services Inc. now owns 1,255 shares of the company’s stock worth $66,000 after buying an additional 821 shares in the last quarter. 97.99% of the stock is currently owned by institutional investors.

Trending Headlines about BILL

Here are the key news stories impacting BILL this week:

• Positive Sentiment: Strong Q2 beat and upgraded guidance — Revenue and EPS topped estimates and management raised both FY26 and Q3 guidance, which supports faster-than-expected growth and improved profitability. BILL Reports Second Quarter Fiscal Year 2026 Financial Results
• Positive Sentiment: Analyst coverage is highlighting the beat — Zacks and others note the upside to revenue and EPS and point to durable platform metrics (TPV, customer expansion) that support recurring subscription revenue. BILL Holdings (BILL) Beats Q2 Earnings and Revenue Estimates
• Positive Sentiment: Buy thesis / valuation notes — A bullish piece argues the stock is attractively valued on FY26 multiples (EV/FY26 revenue and FY26 P/E) relative to growth and gross margins, providing a value-entry case for longer-term investors. BILL Holdings: Muscle Past AI Fears And Buy This Stock For Value
• Neutral Sentiment: Earnings call and transcripts available — Management commentary and the Q&A may clarify customer trends, TPV dynamics and margin outlook; worth reading for guidance detail and execution color. BILL Holdings, Inc. (BILL) Q2 2026 Earnings Call Transcript
• Neutral Sentiment: Deeper metric analysis published — Zacks published a follow-up on key metrics vs. estimates (useful for monitoring TPV, churn, and subscription trends). Here’s What Key Metrics Tell Us About BILL Holdings (BILL) Q2 Earnings
• Negative Sentiment: Technical and valuation headwinds — The stock is trading well below its 50- and 200-day averages and near its 52-week low, which can trigger technical selling and increased volatility despite the beat. Investors may be taking profits or avoiding names with elevated beta. BILL stock profile and technicals
• Negative Sentiment: Profitability and returns remain modest — Reported net margin (~0.8%) and ROE (~1.4%) are low, and trailing valuation metrics remain uneven; some investors may be concerned that margin expansion and consistent high returns are still a work in progress. BILL stock profile and metrics

About BILL

BILL Holdings, Inc provides financial automation software for small and midsize businesses worldwide. The company provides software-as-a-service, cloud-based payments, and spend management products, which allow users to automate accounts payable and accounts receivable transactions, as well as enable users to connect with their suppliers and/or customers to do business, eliminate expense reports, manage cash flows, and improve office efficiency. It also offers onboarding implementation support, and ongoing support and training services.