Wall Street Zen Upgrades BILL (NYSE:BILL) to “Buy”

BILL (NYSE:BILL) was upgraded by stock analysts at Wall Street Zen from a “hold” rating to a “buy” rating in a research report issued to clients and investors on Saturday.

Several other equities analysts also recently weighed in on the stock. Oppenheimer lifted their target price on shares of BILL from $55.00 to $60.00 and gave the stock an “outperform” rating in a research note on Friday, October 24th. Jefferies Financial Group reaffirmed a “buy” rating on shares of BILL in a report on Friday, February 6th. JPMorgan Chase & Co. boosted their target price on shares of BILL from $55.00 to $60.00 and gave the company an “overweight” rating in a report on Friday, November 7th. Robert W. Baird set a $50.00 target price on BILL in a research report on Friday, February 6th. Finally, Citigroup cut their price target on BILL from $71.00 to $62.00 and set a “buy” rating for the company in a report on Thursday, January 22nd. Thirteen equities research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Hold” and an average price target of $56.30.

BILL Stock Up 1.4%

BILL stock opened at $47.02 on Friday. The firm has a 50 day moving average price of $50.40 and a 200-day moving average price of $49.10. The company has a quick ratio of 1.65, a current ratio of 1.65 and a debt-to-equity ratio of 0.48. BILL has a twelve month low of $35.46 and a twelve month high of $61.21. The company 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 1.31.

BILL (NYSE:BILL) last posted its quarterly earnings results on Thursday, February 5th. The company reported $0.64 EPS for the quarter, topping analysts’ consensus estimates of $0.56 by $0.08. BILL had a negative net margin of 1.56% and a positive return on equity of 1.70%. The company 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 firm posted $0.56 EPS. BILL’s revenue was up 14.4% on a year-over-year basis. BILL has set its Q3 2026 guidance at 0.530-0.570 EPS and its FY 2026 guidance at 2.330-2.410 EPS. As a group, equities analysts predict that BILL will post 0.12 EPS for the current year.

Insider Activity at BILL

In other news, SVP Germaine Cota sold 1,104 shares of the company’s stock in a transaction 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 represents a 9.26% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. 13.20% of the stock is owned by company insiders.

Institutional Investors Weigh In On BILL

Large investors have recently added to or reduced their stakes in the business. Y Intercept Hong Kong Ltd raised its stake in shares of BILL by 82.9% during the third quarter. Y Intercept Hong Kong Ltd now owns 90,683 shares of the company’s stock valued at $4,803,000 after acquiring an additional 41,103 shares during the last quarter. ING Groep NV bought a new stake in shares of BILL in the third quarter worth about $26,485,000. Oak Thistle LLC purchased a new position in BILL during the 3rd quarter valued at about $2,737,000. Universal Beteiligungs und Servicegesellschaft mbH raised its position in BILL by 647.5% during the 3rd quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 65,320 shares of the company’s stock valued at $3,460,000 after purchasing an additional 56,582 shares during the last quarter. Finally, Texas Permanent School Fund Corp lifted its holdings in BILL by 43.2% in the 2nd quarter. Texas Permanent School Fund Corp now owns 60,448 shares of the company’s stock worth $2,796,000 after buying an additional 18,232 shares during the period. Institutional investors own 97.99% of the company’s stock.

Key BILL News

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.