BILL (NYSE:BILL) Issues FY 2027 Earnings Guidance

BILL (NYSE:BILL) updated its FY 2027 earnings guidance on Wednesday. The company provided earnings per share (EPS) guidance of 3.560-3.790 for the period, compared to the consensus earnings per share estimate of 3.000. The company issued revenue guidance of $1.8 billion-$1.9 billion, compared to the consensus revenue estimate of $1.8 billion. BILL also updated its Q1 2027 guidance to 0.960-1.000 EPS.

Wall Street Analysts Forecast Growth

BILL has been the topic of a number of analyst reports. Truist Financial lifted their price objective on shares of BILL from $38.00 to $44.00 and gave the stock a “hold” rating in a report on Friday, July 24th. Wall Street Zen lowered shares of BILL from a “buy” rating to a “hold” rating in a research report on Monday, July 13th. JPMorgan Chase & Co. cut their price target on shares of BILL from $60.00 to $50.00 and set an “overweight” rating on the stock in a report on Friday, June 5th. Robert W. Baird upped their price objective on shares of BILL from $50.00 to $54.00 and gave the stock a “neutral” rating in a research report on Monday, May 11th. Finally, TD Cowen assumed coverage on shares of BILL in a research note on Monday, June 22nd. They issued a “buy” rating and a $43.00 price objective for the company. Twelve analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, BILL presently has an average rating of “Hold” and an average target price of $55.95.

BILL Stock Performance

NYSE BILL traded down $1.55 during trading hours on Wednesday, reaching $47.62. 4,834,354 shares of the company were exchanged, compared to its average volume of 2,621,517. The stock has a market capitalization of $4.74 billion, a P/E ratio of -4,757.24, a P/E/G ratio of 1.12 and a beta of 1.13. The company has a quick ratio of 1.66, a current ratio of 1.66 and a debt-to-equity ratio of 0.48. BILL has a 1 year low of $31.41 and a 1 year high of $57.21. The business’s 50 day simple moving average is $41.42 and its 200-day simple moving average is $40.53.

BILL (NYSE:BILL) last released its earnings results on Wednesday, August 19th. The company reported $0.84 earnings per share for the quarter, beating analysts’ consensus estimates of $0.71 by $0.13. The firm had revenue of $436.19 million during the quarter, compared to the consensus estimate of $430.55 million. BILL had a net margin of 0.01% and a return on equity of 2.40%. BILL has set its Q1 2027 guidance at 0.960-1.000 EPS and its FY 2027 guidance at 3.560-3.790 EPS. On average, equities research analysts expect that BILL will post 0.95 earnings per share for the current year.

BILL News Roundup

Here are the key news stories impacting BILL this week:

• Positive Sentiment: Quarterly earnings beat estimates: BILL reported adjusted earnings of $0.84 per share, ahead of the $0.71 consensus estimate, while revenue of $436.19 million also exceeded expectations of $430.55 million. BILL Holdings earnings press release
• Positive Sentiment: Fiscal 2027 profit outlook was raised above expectations: BILL guided to full-year EPS of $3.56-$3.79, well above the $3.00 analyst consensus. Full-year revenue guidance of $1.8 billion-$1.9 billion was at or above expectations, suggesting management anticipates continued earnings expansion.
• Positive Sentiment: First-quarter EPS guidance was strong: BILL forecast fiscal Q1 2027 EPS of $0.96-$1.00, substantially higher than the $0.67 consensus estimate. This indicates improving operating leverage or profitability expectations.
• Neutral Sentiment: Near-term revenue guidance was slightly cautious: Q1 revenue guidance of $432.5 million-$442.5 million compares with the $443.0 million consensus estimate. Although the range includes the estimate, its midpoint is modestly below expectations.
• Negative Sentiment: Profitability remains a concern: Despite the earnings beat, BILL reported a net margin of only 0.01% and return on equity of 2.40%. Investors may remain focused on whether the stronger EPS outlook translates into durable, cash-backed profit growth.

Institutional Investors Weigh In On BILL

Several large investors have recently added to or reduced their stakes in BILL. Senvest Management LLC lifted its stake in BILL by 155.8% in the 4th quarter. Senvest Management LLC now owns 2,573,261 shares of the company’s stock worth $140,346,000 after purchasing an additional 1,567,186 shares in the last quarter. Marshall Wace LLP grew its position in shares of BILL by 190.8% during the 3rd quarter. Marshall Wace LLP now owns 2,166,899 shares of the company’s stock valued at $114,781,000 after purchasing an additional 1,421,785 shares in the last quarter. National Bank of Canada FI bought a new position in shares of BILL in the third quarter worth $42,376,000. Deutsche Bank AG increased its holdings in shares of BILL by 4,231.6% in the fourth quarter. Deutsche Bank AG now owns 365,717 shares of the company’s stock worth $19,946,000 after purchasing an additional 357,274 shares during the period. Finally, Ameriprise Financial Inc. increased its holdings in shares of BILL by 14.2% in the third quarter. Ameriprise Financial Inc. now owns 2,546,171 shares of the company’s stock worth $134,871,000 after purchasing an additional 317,014 shares during the period. Hedge funds and other institutional investors own 97.99% of the company’s stock.

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.