BILL (NYSE:BILL) Upgraded by Wall Street Zen to “Buy” Rating

BILL (NYSE:BILL) was upgraded by Wall Street Zen from a “hold” rating to a “buy” rating in a research note issued to investors on Saturday.

Several other equities research analysts also recently weighed in on the stock. Evercore ISI set a $42.00 price target on shares of BILL in a research note on Friday, February 6th. Needham & Company LLC restated a “buy” rating and issued a $75.00 target price on shares of BILL in a research note on Friday, February 6th. Robert W. Baird set a $50.00 price target on BILL in a research note on Friday, February 6th. BMO Capital Markets reduced their price objective on BILL from $50.00 to $46.00 and set a “market perform” rating for the company in a research note on Friday, February 6th. Finally, The Goldman Sachs Group lowered their target price on BILL from $65.00 to $52.00 and set a “buy” rating on the stock in a research report on Monday. Thirteen analysts have rated the stock with a Buy rating, ten have given a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat, BILL has an average rating of “Hold” and an average price target of $56.30.

BILL Price Performance

Shares of BILL opened at $47.02 on Friday. The company has a quick ratio of 1.67, a current ratio of 1.65 and a debt-to-equity ratio of 0.48. The stock has a market cap of $4.65 billion, a PE ratio of -195.90, a PEG ratio of 5.68 and a beta of 1.30. BILL has a 12-month low of $35.46 and a 12-month high of $61.21. The business has a 50-day simple moving average of $50.40 and a two-hundred day simple moving average of $49.05.

BILL (NYSE:BILL) last announced 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. BILL had a positive return on equity of 1.70% and a negative net margin of 1.56%.The business had revenue of $414.67 million during the quarter, compared to analyst estimates of $399.71 million. During the same period last year, the company earned $0.56 EPS. BILL’s revenue for the quarter 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. Analysts anticipate that BILL will post 0.12 earnings per share for the current fiscal year.

Insider Buying and Selling at BILL

In other news, SVP Germaine Cota sold 1,104 shares of the company’s stock in a transaction dated Tuesday, December 2nd. The stock was sold at an average price of $51.23, for a total transaction of $56,557.92. Following the sale, the senior vice president directly owned 10,812 shares in the company, valued at $553,898.76. This represents a 9.26% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. Company insiders own 13.20% of the company’s stock.

Institutional Investors Weigh In On BILL

A number of institutional investors and hedge funds have recently bought and sold shares of the stock. Caitong International Asset Management Co. Ltd lifted its holdings 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 worth $28,000 after acquiring an additional 486 shares during the last quarter. CWM LLC raised 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 stake in BILL by 102.7% during the second quarter. Blue Trust Inc. now owns 1,261 shares of the company’s stock worth $58,000 after purchasing an additional 639 shares during the last quarter. FNY Investment Advisers LLC lifted its stake in BILL by 133.7% during the second quarter. FNY Investment Advisers LLC now owns 1,402 shares of the company’s stock worth $64,000 after purchasing an additional 802 shares during the last quarter. Finally, Hantz Financial Services Inc. boosted its holdings in shares of BILL by 189.2% in the 3rd quarter. Hantz Financial Services Inc. now owns 1,255 shares of the company’s stock worth $66,000 after purchasing an additional 821 shares in the last quarter. 97.99% of the stock is owned by hedge funds and other institutional investors.

BILL News Roundup

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

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.