BTIG Research Reaffirms “Buy” Rating for BILL (NYSE:BILL)

BILL (NYSE:BILL)‘s stock had its “buy” rating reaffirmed by investment analysts at BTIG Research in a report released on Monday,Benzinga reports. They currently have a $60.00 target price on the stock. BTIG Research’s price objective indicates a potential upside of 61.84% from the stock’s previous close.

Other research analysts also recently issued reports about the company. JPMorgan Chase & Co. increased their target price on BILL from $55.00 to $60.00 and gave the company an “overweight” rating in a research report on Friday, November 7th. Truist Financial set a $58.00 price target on shares of BILL in a report on Tuesday, January 20th. Needham & Company LLC reaffirmed a “buy” rating and set a $75.00 price objective on shares of BILL in a report on Monday, November 24th. Zacks Research upgraded shares of BILL from a “hold” rating to a “strong-buy” rating in a research report on Friday, January 9th. Finally, William Blair reissued a “market perform” rating on shares of BILL in a research note on Friday, November 7th. One research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, nine have issued a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $58.90.

BILL Stock Down 10.9%

BILL opened at $37.07 on Monday. The company has a fifty day moving average of $51.29 and a two-hundred day moving average of $49.11. The stock has a market capitalization of $3.71 billion, a price-to-earnings ratio of -137.31, a PEG ratio of 5.87 and a beta of 1.30. BILL has a fifty-two week low of $36.55 and a fifty-two week high of $98.00. 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 (NYSE:BILL) last announced its quarterly earnings results on Thursday, November 6th. The company reported $0.61 earnings per share for the quarter, beating the consensus estimate of $0.51 by $0.10. The firm had revenue of $395.74 million during the quarter, compared to analyst estimates of $390.91 million. BILL had a return on equity of 1.39% and a net margin of 0.79%.BILL’s revenue for the quarter was up 10.4% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.63 EPS. BILL has set its FY 2026 guidance at 2.110-2.250 EPS and its Q2 2026 guidance at 0.540-0.570 EPS. On average, research analysts expect that BILL will post 0.12 earnings per share for the current year.

Insider Buying and Selling at BILL

In related news, SVP Germaine Cota sold 1,104 shares of the business’s stock in a transaction dated Tuesday, December 2nd. The shares were sold at an average price of $51.23, for a total transaction of $56,557.92. Following the transaction, the senior vice president directly owned 10,812 shares in the company, valued at approximately $553,898.76. The trade was a 9.26% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Corporate insiders own 13.20% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently made changes to their positions in the stock. GAMMA Investing LLC lifted its holdings in shares of BILL by 27.2% during the 4th quarter. GAMMA Investing LLC now owns 1,243 shares of the company’s stock worth $68,000 after acquiring an additional 266 shares during the period. Thrivent Financial for Lutherans increased its position in BILL by 1.3% during the second quarter. Thrivent Financial for Lutherans now owns 25,175 shares of the company’s stock worth $1,165,000 after purchasing an additional 327 shares during the last quarter. Inlight Wealth Management LLC increased its position in BILL by 0.8% during the third quarter. Inlight Wealth Management LLC now owns 40,881 shares of the company’s stock worth $2,165,000 after purchasing an additional 334 shares during the last quarter. State of Michigan Retirement System raised its stake in BILL by 1.8% during the second quarter. State of Michigan Retirement System now owns 22,800 shares of the company’s stock worth $1,055,000 after purchasing an additional 400 shares during the period. Finally, SBI Securities Co. Ltd. boosted its holdings in shares of BILL by 46.3% in the 4th quarter. SBI Securities Co. Ltd. now owns 1,267 shares of the company’s stock valued at $69,000 after purchasing an additional 401 shares during the last quarter. 97.99% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting BILL

Here are the key news stories impacting BILL this week:

• Positive Sentiment: BTIG Research reaffirmed a “buy” rating on BILL and set a $60 price target (~62% above the current level), which supports upside thesis for the stock if execution and guidance hold. Benzinga Report
• Neutral Sentiment: Analysts and outlets are publishing previews and metric-level expectations ahead of BILL’s Q2 results, providing models and watch points (revenue growth, margins, billings trends) that investors can use to judge the upcoming print rather than driving immediate directional conviction. Zacks: Seeking Clues to BILL Q2 Earnings
• Neutral Sentiment: Multiple high-profile political headlines about “Bill” and “BILL” (e.g., coverage of Bill and Hillary Clinton testifying) are circulating in the news stream; these are unrelated to BILL Holdings’ business but can create ticker-search noise and short-term retail attention. Politico: Bill and Hillary Clinton to Testify MSN: Bill, Hillary Clinton to Appear
• Negative Sentiment: Unusual options activity: investors bought 12,237 put contracts today (a ~73% increase versus the typical daily put volume of 7,054), signaling heavier-than-normal bearish bets that can pressure the stock intraday and reflect hedging or directional downside views. (No article link provided)

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.