BILL (NYSE:BILL) Rating Increased to Buy at Wall Street Zen

Wall Street Zen upgraded shares of BILL (NYSE:BILL) from a hold rating to a buy rating in a research note issued to investors on Saturday morning.

Other analysts have also issued research reports about the company. UBS Group dropped their target price on BILL from $65.00 to $60.00 and set a “buy” rating on the stock in a report on Friday, November 7th. Citigroup cut their price objective on BILL from $71.00 to $62.00 and set a “buy” rating for the company in a report on Thursday, January 22nd. Evercore ISI set a $42.00 target price on shares of BILL in a report on Friday, February 6th. Oppenheimer increased their price target on shares of BILL from $55.00 to $60.00 and gave the company an “outperform” rating in a research note on Friday, October 24th. Finally, Jefferies Financial Group restated a “buy” rating on shares of BILL in a research note on Friday, February 6th. Thirteen research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Hold” and an average target price of $56.30.

BILL Stock Up 1.4%

BILL stock opened at $47.02 on Friday. The company has a debt-to-equity ratio of 0.48, a current ratio of 1.65 and a quick ratio of 1.67. The stock has a market capitalization of $4.65 billion, a P/E ratio of -195.90, a P/E/G ratio of 5.76 and a beta of 1.30. BILL has a fifty-two week low of $35.46 and a fifty-two week high of $61.21. The business has a 50-day moving average of $50.40 and a 200-day moving average of $49.07.

BILL (NYSE:BILL) last released its earnings results on Thursday, February 5th. The company reported $0.64 EPS for the quarter, beating the consensus estimate of $0.56 by $0.08. BILL had a positive return on equity of 1.70% and a negative net margin of 1.56%.The firm had revenue of $414.67 million for the quarter, compared to analysts’ expectations of $399.71 million. During the same quarter in the previous year, the business posted $0.56 EPS. The business’s quarterly revenue was up 14.4% compared to the same quarter last year. BILL has set its Q3 2026 guidance at 0.530-0.570 EPS and its FY 2026 guidance at 2.330-2.410 EPS. On average, sell-side analysts anticipate that BILL will post 0.12 earnings per share for the current fiscal year.

Insider Transactions at BILL

In other news, SVP Germaine Cota sold 1,104 shares of the stock in a transaction that occurred on Tuesday, December 2nd. The stock was sold at an average price of $51.23, for a total transaction of $56,557.92. Following the transaction, the senior vice president owned 10,812 shares in the company, valued at approximately $553,898.76. This trade represents a 9.26% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. 13.20% of the stock is owned by company insiders.

Hedge Funds Weigh In On BILL

A number of hedge funds have recently bought and sold shares of the business. Y Intercept Hong Kong Ltd raised its holdings in shares of BILL by 82.9% during the 3rd quarter. Y Intercept Hong Kong Ltd now owns 90,683 shares of the company’s stock worth $4,803,000 after buying an additional 41,103 shares in the last quarter. ING Groep NV bought a new position in BILL in the third quarter valued at about $26,485,000. Oak Thistle LLC acquired a new position in BILL during the third quarter worth about $2,737,000. Universal Beteiligungs und Servicegesellschaft mbH lifted its holdings in shares of BILL by 647.5% in the third quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 65,320 shares of the company’s stock worth $3,460,000 after acquiring an additional 56,582 shares during the last quarter. Finally, Texas Permanent School Fund Corp lifted its holdings in shares of BILL by 43.2% in the second quarter. Texas Permanent School Fund Corp now owns 60,448 shares of the company’s stock worth $2,796,000 after acquiring an additional 18,232 shares during the last quarter. 97.99% of the stock is owned by institutional investors.

Trending Headlines about BILL

Here are the key news stories impacting BILL this week:

• Positive Sentiment: Management announced participation in multiple upcoming investor conferences (Susquehanna Tech Conference on Feb 26; Morgan Stanley TMT on Mar 3; Wolfe FinTech Forum). Conference appearances increase visibility and give investors direct access to management’s outlook. BILL to Participate in Upcoming Investor Conferences
• Positive Sentiment: Canaccord Genuity published a bullish forecast calling for strong price appreciation for BILL, which can support buying interest among institutional investors. Canaccord Genuity Group Forecasts Strong Price Appreciation for BILL (NYSE:BILL) Stock
• Positive Sentiment: Recent quarterly results (Feb 5) showed an EPS beat and revenue growth, with management setting FY26 and Q3 guidance — a fundamental underpinning for the stock’s strength as investors reward top-line growth and clearer forward guidance. (Company filings and earnings release)
• Neutral Sentiment: Several unrelated policy bills (tobacco tax proposals, veterans/gender documentation, litigation funding carveouts) are moving through legislatures; they are unlikely to have a direct, near-term impact on BILL’s payment and finance platform but broaden the regulatory backdrop that payments firms watch. Bill increasing tax on tobacco products advances through subcommittee
• Negative Sentiment: Zacks Research downgraded BILL from “strong-buy” to “hold,” which can temper momentum and reduce buy-side urgency; coupled with a high P/E (~116) and elevated PEG (~5.7), valuation concerns may limit upside until growth visibility improves. Zacks.com

BILL Company Profile

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.