BILL Holdings delivered solid FY4Q 2026 results, exceeding guidance and consensus on revenue and EPS, with notable operating profitability improvement. BILL's emerging AI moat leverages a massive proprietary financial data set and a unique 9 million-member network, supporting its competitive position and future growth. Share buybacks have reduced outstanding shares by 15 million, and BILL remains undervalued at 2.1x FY2027E revenue, with an updated price target of $86 (approximately 83% upside).
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BILL Holdings remains a buy, with strong Q4 results, accelerating payment volumes, and attractive valuation multiples despite recent gains. BILL's business model is resilient, with only 17% of revenue tied to headcount and the majority driven by rising payment volumes. AI adoption is fueling both customer spend and internal efficiencies, with TPV from AI-native companies doubling sequentially and new AI-powered features forthcoming.
BILL Holdings, Inc. (BILL) Q4 2026 Earnings Call Transcript
The headline numbers for BILL Holdings (BILL) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
BILL Holdings (BILL) came out with quarterly earnings of $0.84 per share, beating the Zacks Consensus Estimate of $0.69 per share. This compares to earnings of $0.53 per share a year ago.
BILL NYSE: BILL said its fiscal fourth quarter of 2026 was marked by organizational restructuring, expanded use of artificial intelligence tools and continued profitability gains, as the company moves toward a unified platform sales strategy and targets low-double-digit to mid-teens core revenue growth over the longer term.
Get a deeper insight into the potential performance of BILL Holdings (BILL) for the quarter ended June 2026 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.
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The average of price targets set by Wall Street analysts indicates a potential upside of 42.5% in BILL Holdings (BILL). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.
Three weeks after announcing mass job cuts, BILL is instituting an overhaul of its leadership team. The financial operations platform said Tuesday (May 26) that it was making several changes to its executive team as it increases its focus on artificial intelligence.