BILL (NYSE:BILL) Releases Q1 2027 Earnings Guidance

BILL (NYSE:BILL) updated its first quarter 2027 earnings guidance on Wednesday. The company provided earnings per share (EPS) guidance of 0.960-1.000 for the period, compared to the consensus estimate of 0.670. The company issued revenue guidance of $432.5 million-$442.5 million, compared to the consensus revenue estimate of $443.0 million. BILL also updated its FY 2027 guidance to 3.560-3.790 EPS.

Analysts Set New Price Targets

Several analysts have issued reports on BILL shares. UBS Group upped their price target on shares of BILL from $55.00 to $60.00 and gave the company a “buy” rating in a report on Thursday. BTIG Research reaffirmed a “buy” rating and issued a $60.00 target price on shares of BILL in a research note on Thursday. Oppenheimer set a $55.00 target price on BILL and gave the company an “outperform” rating in a report on Friday, May 8th. Keefe, Bruyette & Woods boosted their price target on BILL from $46.00 to $54.00 and gave the stock a “market perform” rating in a report on Thursday. Finally, Jefferies Financial Group upped their price objective on BILL from $50.00 to $56.00 and gave the company a “buy” rating in a research report on Thursday. Twelve analysts have rated the stock with a Buy rating, ten have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the company has an average rating of “Hold” and a consensus target price of $57.55.

BILL Stock Performance

NYSE BILL opened at $47.26 on Friday. The business’s 50-day moving average price is $42.03 and its 200 day moving average price is $40.58. The company has a current ratio of 1.66, a quick ratio of 1.66 and a debt-to-equity ratio of 0.48. BILL has a twelve month low of $31.41 and a twelve month high of $57.21. The company has a market capitalization of $4.71 billion, a PE ratio of -363.54, a price-to-earnings-growth ratio of 1.07 and a beta of 1.13.

BILL (NYSE:BILL) last posted its quarterly earnings data on Wednesday, August 19th. The company reported $0.84 EPS for the quarter, beating analysts’ consensus estimates of $0.71 by $0.13. BILL had a negative net margin of 0.68% and a positive return on equity of 3.67%. The company had revenue of $436.19 million during the quarter, compared to the consensus estimate of $430.55 million. During the same quarter in the prior year, the company posted $0.53 EPS. The company’s quarterly revenue was up 13.8% compared to the same quarter last year. 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, research analysts predict that BILL will post 1.48 earnings per share for the current year.

Key Stories Impacting BILL

Here are the key news stories impacting BILL this week:

• Positive Sentiment: Fourth-quarter results beat expectations. BILL reported adjusted EPS of $0.84, above the $0.71 consensus estimate, while revenue rose 13.8% year over year to $436.2 million, exceeding expectations of $430.6 million. Bill Holdings Shares Climb on Strong Q4 Report: Details
• Positive Sentiment: Fiscal 2027 earnings guidance was well above consensus. BILL guided for full-year EPS of $3.56-$3.79, compared with analysts’ estimate of $3.00. First-quarter EPS guidance of $0.96-$1.00 also exceeded the $0.67 consensus, signaling expectations for continued profitable growth. BILL Holdings Surpasses Q4 Earnings and Revenue Estimates
• Positive Sentiment: Management is emphasizing AI-native automation and payment-volume growth. The company expects AI-powered products, unified-platform sales and rising total payment volume (TPV) to support fiscal 2027 growth and operating efficiency. TPV from AI-native companies reportedly doubled sequentially. BILL Q4 Earnings Call Centers on AI-Native Shift
• Positive Sentiment: Analysts raised their valuation expectations. Keefe, Bruyette & Woods increased its price target to $54 from $46 while maintaining a “market perform” rating. BTIG reaffirmed its “buy” rating with a $60 target. Analyst Rating and Price Target Updates
• Neutral Sentiment: Articles about California legislation, Bill Maher and unrelated high-speed rail policy do not appear connected to BILL Holdings or its business outlook.
• Negative Sentiment: Near-term concerns may be limiting further upside. First-quarter revenue guidance of $432.5-$442.5 million was slightly below the $443 million consensus estimate. In addition, KBW’s “market perform” rating and the stock’s recent gains may encourage profit-taking while investors assess execution risks tied to product, sales, Spend and Expense, and banking changes.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in BILL. Pacer Advisors Inc. grew its holdings in shares of BILL by 49.1% during the 4th quarter. Pacer Advisors Inc. now owns 18,023 shares of the company’s stock worth $983,000 after purchasing an additional 5,933 shares during the period. Alberta Investment Management Corp acquired a new stake in shares of BILL in the fourth quarter worth $1,505,000. XTX Topco Ltd purchased a new position in shares of BILL in the 4th quarter valued at $1,839,000. Susquehanna Fundamental Investments LLC acquired a new position in shares of BILL during the 4th quarter valued at $9,579,000. Finally, Quadrature Capital Ltd acquired a new position in shares of BILL during the 4th quarter valued at $1,389,000. Institutional investors and hedge funds own 97.99% of the company’s stock.

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.