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Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.
Zacks Premium includes access to the Zacks Style Scores as well.
What are the Zacks Style Scores? The Zacks Style Scores, developed alongside the Zacks Rank, are complementary indicators that rate stocks based on three widely-followed investing methodologies; they also help investors pick stocks with the best chances of beating the market over the next 30 days.
Each stock is assigned a rating of A, B, C, D, or F based on their value, growth, and momentum characteristics. Just like in school, an A is better than a B, a B is better than a C, and so on -- that means the better the score, the better chance the stock will outperform.
The Style Scores are broken down into four categories:
Value ScoreValue investors love finding good stocks at good prices, especially before the broader market catches on to a stock's true value. Utilizing ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and many other multiples, the Value Style Score identifies the most attractive and most discounted stocks.
Growth ScoreGrowth investors, on the other hand, are more concerned with a company's financial strength and health, and its future outlook. The Growth Style Score examines things like projected and historic earnings, sales, and cash flow to find stocks that will experience sustainable growth over time.
Momentum ScoreMomentum traders and investors live by the saying "the trend is your friend." This investing style is all about taking advantage of upward or downward trends in a stock's price or earnings outlook. Employing factors like one-week price change and the monthly percentage change in earnings estimates, the Momentum Style Score can indicate favorable times to build a position in high-momentum stocks.
VGM ScoreIf you want a combination of all three Style Scores, then the VGM Score will be your friend. It rates each stock on their combined weighted styles, helping you find the companies with the most attractive value, best growth forecast, and most promising momentum. It's also one of the best indicators to use with the Zacks Rank.
How Style Scores Work with the Zacks Rank The Zacks Rank, which is a proprietary stock-rating model, employs earnings estimate revisions, or changes to a company's earnings expectations, to make building a winning portfolio easier.
#1 (Strong Buy) stocks have produced an unmatched +23.94% average annual return since 1988, which is more than double the S&P 500's performance over the same time frame. However, the Zacks Rank examines a ton of stocks, and there can be more than 200 companies with a Strong Buy rank, and another 600 with a #2 (Buy) rank, on any given day.
This totals more than 800 top-rated stocks, and it can be overwhelming to try and pick the best stocks for you and your portfolio.
That's where the Style Scores come in.
To have the best chance of big returns, you'll want to always consider stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B, which will give you the highest probability of success. If you're looking at stocks with a #3 (Hold) rank, it's important they have Scores of A or B as well to ensure as much upside potential as possible.
Since the Scores were created to work together with the Zacks Rank, the direction of a stock's earnings estimate revisions should be a key factor when choosing which stocks to buy.
A stock with a #4 (Sell) or #5 (Strong Sell) rating, for instance, even one with Scores of A and B, will still have a declining earnings forecast, and a greater chance its share price will fall too.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: BILL Holdings (BILL - Free Report) BILL Holdings, Inc. primarily serves small and midsize businesses through its AI-powered financial operations platform that connects customers with their suppliers and clients.
BILL is a #3 (Hold) on the Zacks Rank, with a VGM Score of A.
Momentum investors should take note of this Computer and Technology stock. BILL has a Momentum Style Score of A, and shares are up 25.2% over the past four weeks.
Two analysts revised their earnings estimate higher in the last 60 days for fiscal 2026, while the Zacks Consensus Estimate has increased $0.05 to $2.64 per share. BILL also boasts an average earnings surprise of +21.7%.
With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, BILL should be on investors' short list.
SAN JOSE, Calif.--(BUSINESS WIRE)--BILL (NYSE: BILL), the financial operations platform trusted by nearly half a million businesses to manage, move and maximize their money, announced today it will report financial results for its fiscal fourth quarter and fiscal year ended June 30, 2026 on Wednesday, August 19, 2026 after the close of market. Management will conduct a conference call to discuss these results at 1:30 p.m. PT.The news release with financial results and a live webcast of the call.
Investors interested in stocks from the Internet - Software sector have probably already heard of BILL Holdings (BILL - Free Report) and Braze, Inc. (BRZE - Free Report) . But which of these two companies is the best option for those looking for undervalued stocks? Let's take a closer look.
Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The proven Zacks Rank puts an emphasis on earnings estimates and estimate revisions, while our Style Scores work to identify stocks with specific traits.
Right now, BILL Holdings is sporting a Zacks Rank of #1 (Strong Buy), while Braze, Inc. has a Zacks Rank of #3 (Hold). The Zacks Rank favors stocks that have recently seen positive revisions to their earnings estimates, so investors should rest assured that BILL has an improving earnings outlook. But this is just one piece of the puzzle for value investors.
Value investors are also interested in a number of tried-and-true valuation metrics that help show when a company is undervalued at its current share price levels.
Our Value category grades stocks based on a number of key metrics, including the tried-and-true P/E ratio, the P/S ratio, earnings yield, and cash flow per share, as well as a variety of other fundamentals that value investors frequently use.
BILL currently has a forward P/E ratio of 11.86, while BRZE has a forward P/E of 37.70. We also note that BILL has a PEG ratio of 0.40. This figure is similar to the commonly-used P/E ratio, with the PEG ratio also factoring in a company's expected earnings growth rate. BRZE currently has a PEG ratio of 1.26.
Another notable valuation metric for BILL is its P/B ratio of 1.02. Investors use the P/B ratio to look at a stock's market value versus its book value, which is defined as total assets minus total liabilities. By comparison, BRZE has a P/B of 4.61.
These are just a few of the metrics contributing to BILL's Value grade of B and BRZE's Value grade of F.
BILL stands above BRZE thanks to its solid earnings outlook, and based on these valuation figures, we also feel that BILL is the superior value option right now.
BILL Holdings (BILL - Free Report) could be a solid addition to your portfolio given a notable revision in the company's earnings estimates. While the stock has been gaining lately, the trend might continue since its earnings outlook is still improving.
The rising trend in estimate revisions, which is a result of growing analyst optimism on the earnings prospects of this payment processing software company, should get reflected in its stock price. After all, empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements. Our stock rating tool -- the Zacks Rank -- has this insight at its core.
The five-grade Zacks Rank system, which ranges from a Zacks Rank #1 (Strong Buy) to a Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record of outperformance, with Zacks #1 Ranked stocks generating an average annual return of +25% since 2008.
For BILL Holdings, strong agreement among the covering analysts in revising earnings estimates upward has resulted in meaningful improvement in consensus estimates for the next quarter and full year.
The chart below shows the evolution of forward 12-month Zacks Consensus EPS estimate:
12 Month EPS
Current-Quarter Estimate RevisionsThe company is expected to earn $0.69 per share for the current quarter, which represents a year-over-year change of +30.2%.
Over the last 30 days, the Zacks Consensus Estimate for BILL Holdings has increased 15.7% because one estimate has moved higher compared to no negative revisions.
Current-Year Estimate RevisionsFor the full year, the earnings estimate of $2.64 per share represents a change of +19.5% from the year-ago number.
In terms of estimate revisions, the trend for the current year also appears quite encouraging for BILL Holdings. Over the past month, two estimates have moved higher compared to no negative revisions, helping the consensus estimate increase 8.58%.
Favorable Zacks RankThanks to promising estimate revisions, BILL Holdings currently carries a Zacks Rank #1 (Strong Buy). The Zacks Rank is a tried-and-tested rating tool that helps investors effectively harness the power of earnings estimate revisions and make the right investment decision.
You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
Our research shows that stocks with Zacks Rank #1 (Strong Buy) and 2 (Buy) significantly outperform the S&P 500.
Bottom LineBILL Holdings shares have added 10.2% over the past four weeks, suggesting that investors are betting on its impressive estimate revisions. So, you may consider adding it to your portfolio right away to benefit from its earnings growth prospects.
Shares of BILL Holdings (BILL - Free Report) have gained 10.2% over the past four weeks to close the last trading session at $38.78, but there could still be a solid upside left in the stock if short-term price targets of Wall Street analysts are any indication. Going by the price targets, the mean estimate of $52.78 indicates a potential upside of 36.1%.
The mean estimate comprises 23 short-term price targets with a standard deviation of $10.85. While the lowest estimate of $37.00 indicates a 4.6% decline from the current price level, the most optimistic analyst expects the stock to surge 98.6% to reach $77.00. It's very important to note the standard deviation here, as it helps understand the variability of the estimates. The smaller the standard deviation, the greater the agreement among analysts.
While the consensus price target is highly sought after by investors, the ability and unbiasedness of analysts in setting price targets have long been questionable. And investors making investment decisions solely based on this tool would arguably do themselves a disservice.
However, an impressive consensus price target is not the only factor that indicates a potential upside in BILL. This view is strengthened by the agreement among analysts that the company will report better earnings than what they estimated earlier. Though a positive trend in earnings estimate revisions doesn't give any idea as to how much the stock could surge, it has proven effective in predicting an upside.
Price, Consensus and EPS Surprise
Here's What You May Not Know About Analysts' Price TargetsAccording to researchers at several universities across the globe, a price target is one of many pieces of information about a stock that misleads investors far more often than it guides. In fact, empirical research shows that price targets set by several analysts, irrespective of the extent of agreement, rarely indicate where the price of a stock could actually be heading.
While Wall Street analysts have deep knowledge of a company's fundamentals and the sensitivity of its business to economic and industry issues, many of them tend to set overly optimistic price targets. Are you wondering why?
They usually do that to drum up interest in shares of companies that their firms either have existing business relationships with or are looking to be associated with. In other words, business incentives of firms covering a stock often result in inflated price targets set by analysts.
However, a tight clustering of price targets, which is represented by a low standard deviation, indicates that analysts have a high degree of agreement about the direction and magnitude of a stock's price movement. While that doesn't necessarily mean the stock will hit the average price target, it could be a good starting point for further research aimed at identifying the potential fundamental driving forces.
That said, while investors should not entirely ignore price targets, making an investment decision solely based on them could lead to disappointing ROI. So, price targets should always be treated with a high degree of skepticism.
Why BILL Could Witness a Solid UpsideAnalysts' growing optimism over the company's earnings prospects, as indicated by strong agreement among them in revising EPS estimates higher, could be a legitimate reason to expect an upside in the stock. That's because empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
The Zacks Consensus Estimate for the current year has increased 8.6% over the past month, as two estimates have gone higher compared to no negative revision.
Moreover, BILL currently has a Zacks Rank #1 (Strong Buy), which means it is in the top 5% of more than 4,000 stocks that we rank based on four factors related to earnings estimates. Given an impressive externally-audited track record, this is a more conclusive indication of the stock's potential upside in the near term. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
Therefore, while the consensus price target may not be a reliable indicator of how much BILL could gain, the direction of price movement it implies does appear to be a good guide.
SAN JOSE, Calif.--(BUSINESS WIRE)--BILL (NYSE: BILL), the intelligent financial operations platform trusted by nearly half a million businesses to manage, move, and maximize their money, today announced Jonathan Leaf will join BILL as Chief Revenue Officer on July 6th. In this newly expanded role, Leaf will lead BILL's global revenue organization, spanning sales, marketing, embedded partnerships, and customer experience. Leaf will join the executive leadership team, and report directly to CEO an.
Western Digital (NASDAQ:WDC) Price Target Raised to $650.00JPMorgan Chase & Co. increased their target price on shares of Western Digital from $530.00 to $650.00 and gave the stock an "overweight" rating in a research report on Friday.
NASDAQ:WDC
Read Western Digital (NASDAQ:WDC) Price Target Raised to $650.00
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SAN JOSE, Calif.--(BUSINESS WIRE)--BILL (NYSE: BILL), the financial operations platform trusted by nearly half a million businesses to manage, move and maximize their money, announced today its participation in the J.P. Morgan Global Technology, Media and Communications Conference in Boston on Tuesday, May 19, 2026 at 11:15 a.m. PDT.
A live webcast of the event will be accessible at https://investor.bill.com. Webcast replays can be accessed from BILL’s Investor Relations website for approximately thirty days. Please note the presentation time is subject to change.
About BILL
BILL (NYSE: BILL) is the intelligent finance platform trusted by nearly half a million businesses and their accountants to manage, move, and maximize their money. BILL powers businesses ranging from fast-moving startups to growing companies with complex operations. We use AI to deliver strategic finance capabilities in one integrated platform that includes AP, AR, expenses, forecasting, procurement and more. With a member network of more than 8 million, BILL’s platform processes ~1% of US GDP annually. Headquartered in San Jose, California, BILL is a trusted partner of leading U.S. financial institutions, accounting firms, and software providers. For more information, visit bill.com.
BILL Holdings (BILL - Free Report) closed the last trading session at $41.23, gaining 11.4% over the past four weeks, but there could be plenty of upside left in the stock if short-term price targets set by Wall Street analysts are any guide. The mean price target of $54.76 indicates a 32.8% upside potential.
The mean estimate comprises 21 short-term price targets with a standard deviation of $11.55. While the lowest estimate of $42.00 indicates a 1.9% increase from the current price level, the most optimistic analyst expects the stock to surge 103.7% to reach $84.00. It's very important to note the standard deviation here, as it helps understand the variability of the estimates. The smaller the standard deviation, the greater the agreement among analysts.
While the consensus price target is a much-coveted metric for investors, solely banking on this metric to make an investment decision may not be wise at all. That's because the ability and unbiasedness of analysts in setting price targets have long been questionable.
However, an impressive consensus price target is not the only factor that indicates a potential upside in BILL. This view is strengthened by the agreement among analysts that the company will report better earnings than what they estimated earlier. Though a positive trend in earnings estimate revisions doesn't give any idea as to how much the stock could surge, it has proven effective in predicting an upside.
Price, Consensus and EPS Surprise
Here's What You Should Know About Analysts' Price TargetsAccording to researchers at several universities across the globe, a price target is one of many pieces of information about a stock that misleads investors far more often than it guides. In fact, empirical research shows that price targets set by several analysts, irrespective of the extent of agreement, rarely indicate where the price of a stock could actually be heading.
While Wall Street analysts have deep knowledge of a company's fundamentals and the sensitivity of its business to economic and industry issues, many of them tend to set overly optimistic price targets. Are you wondering why?
They usually do that to drum up interest in shares of companies that their firms either have existing business relationships with or are looking to be associated with. In other words, business incentives of firms covering a stock often result in inflated price targets set by analysts.
However, a tight clustering of price targets, which is represented by a low standard deviation, indicates that analysts have a high degree of agreement about the direction and magnitude of a stock's price movement. While that doesn't necessarily mean the stock will hit the average price target, it could be a good starting point for further research aimed at identifying the potential fundamental driving forces.
That said, while investors should not entirely ignore price targets, making an investment decision solely based on them could lead to disappointing ROI. So, price targets should always be treated with a high degree of skepticism.
Why BILL Could Witness a Solid UpsideAnalysts' growing optimism over the company's earnings prospects, as indicated by strong agreement among them in revising EPS estimates higher, could be a legitimate reason to expect an upside in the stock. That's because empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
Over the last 30 days, the Zacks Consensus Estimate for the current year has increased 4.8%, as one estimate has moved higher compared to no negative revision.
Moreover, BILL currently has a Zacks Rank #2 (Buy), which means it is in the top 20% of more than 4,000 stocks that we rank based on four factors related to earnings estimates. Given an impressive externally-audited track record, this is a more conclusive indication of the stock's potential upside in the near term. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
Therefore, while the consensus price target may not be a reliable indicator of how much BILL could gain, the direction of price movement it implies does appear to be a good guide.
What happenedAccording to an SEC filing dated May 15, 2026, Totem Point Management, LLC, fully exited its position in Bill.com (BILL +2.74%) by selling 155,100 shares during the first quarter. The estimated transaction value was $6.94 million, based on the average closing price for the quarter. The quarter-end position value decreased by $8.46 million, reflecting both the sale and share price movement.
What else to knowTotem Point Management, LLC, now holds no Bill.com shares, and the position represents 0% of 13F reportable AUM.Top holdings after the filing:NASDAQ:NVDA: $13.37 million (17.1% of AUM)NASDAQ:AMD: $8.59 million (11.0% of AUM)NASDAQ:ON: $8.40 million (10.7% of AUM)NYSE:TSM: $7.33 million (9.3% of AUM)NYSE:SPOT: $6.10 million (7.8% of AUM)As of May 14, 2026, shares of Bill.com were priced at $39.49, down 17.8% over the past year and underperforming the S&P 500 by 45.1 percentage points.The fund reported $78.37 million in 13F AUM across 17 positions at quarter-end.Company overviewMetricValueRevenue (TTM)$1.60 billionNet income (TTM)$162,000Price (as of May 15, 2026)$40.07One-year price change(13.4%)Company snapshotProvides cloud-based software for automating back-office financial operations, including accounts payable, accounts receivable, spend management, and payments.Operates a software-as-a-service (SaaS) business model, generating recurring revenue through subscription fees and transaction-based charges.Serves small and midsize businesses, accounting firms, financial institutions, and software companies globally.Bill.com is a technology company specializing in financial process automation for small and midsize enterprises. Its SaaS platform streamlines financial workflows and delivers scalable, recurring revenue from a broad base of business clients.
What this transaction means for investorsIn the first quarter, Totem Point fully closed five positions, leaving it with just 17 stocks in its portfolio by the end of March.
On May 7, Bill reported results from its fiscal third quarter that ended March 31, 2026. On the surface, there aren’t any obvious reasons to sell the stock. Total revenue rose 13% year over year to $406.6 million.
As a financial operations platform that small-to-medium-sized businesses use to manage their finances, Bill is beginning to recognize significant amounts of interest on funds held for customers. Float revenue reached $35.4 million in its fiscal third quarter.
A larger customer base, coupled with a lean employee roster, helped Bill’s bottom line rise to $12.8 million in its fiscal third quarter. That’s a significant improvement from the $11.6 million loss the company reported in the previous year period.
With its bottom line in positive territory, Bill is confidently returning cash to shareholders with a $1 billion share repurchase authorization from its Board of Directors.
Cory Renauer has positions in Spotify Technology. The Motley Fool has positions in and recommends Advanced Micro Devices, Bill Holdings, Nvidia, Spotify Technology, and Taiwan Semiconductor Manufacturing. The Motley Fool recommends ON Semiconductor. The Motley Fool has a disclosure policy.
13D Management sold out its entire position in Bill.com (BILL +2.74%) during the first quarter, according to a May 15, 2026, SEC filing. The estimated transaction value was $4.03 million, based on quarterly average pricing.
What happenedAccording to an SEC filing dated May 15, 2026, 13D Management liquidated its entire 90,000-share stake in Bill.com during the first quarter. The transaction’s estimated value was $4.03 million, calculated using the average unadjusted closing price for the quarter. The position’s quarter-end value decreased by $4.91 million, a figure that includes both trade and market price effects.
What else to knowTop holdings after the filing:NYSE:TWLO: $7.64 million (11.9% of AUM)NASDAQ:VSAT: $7.55 million (11.7% of AUM)NASDAQ:ACHC: $6.88 million (10.7% of AUM)NYSE:PSO: $6.02 million (9.3% of AUM)NYSE:ALV: $5.87 million (9.1% of AUM)As of May 14, 2026, BILL shares were priced at $39.49, down 17% over the past year and underperforming the S&P 500, which is instead up about 25%.Company OverviewMetricValueRevenue (TTM)$1.60 billionNet Income (TTM)$163,000Price (as of market close 2026-05-14)$39.49One-Year Price Change(17%)Company SnapshotBILL provides cloud-based software solutions for automating back-office financial operations, including accounts payable, accounts receivable, and spend management for small and midsize businesses.The firm operates a software-as-a-service (SaaS) business model.It serves accounting firms, financial institutions, software companies, and a broad base of small and midsize enterprises seeking to digitize financial workflows.Bill.com provides cloud-based financial automation software, facilitating digital payment processes for businesses. The company leverages a SaaS model to deliver scalable solutions that streamline accounts payable and receivable operations. Its platform enables clients to improve cash flow management and operational efficiency.
What this transaction means for investorsThis sale ultimately looks less like a collapse in confidence and more like a portfolio reset away from slower-growth fintech names that have struggled to regain their market premium. BILL still has a massive footprint in small-business finance automation, but investors appear increasingly focused on whether growth can reaccelerate enough to justify higher valuations, especially in software names right now.
Still, BILL’s underlying business remains solid. Third-quarter fiscal-year revenue, as reported earlier this month, climbed 13% year over year to $406.6 million, while core revenue, which excludes float income, rose 16% to $371.1 million. The company also swung to a quarterly profit of $12.8 million from a loss of $11.6 million a year earlier and expanded non-GAAP operating income by 50%.
Management is also leaning aggressively into shareholder returns, authorizing a new $1 billion stock repurchase program after buying back roughly 1 million shares during the quarter. Meanwhile, BILL processed $89 billion in payment volume and served nearly 494,000 businesses in the quarter. In other words, the business has been badly punished, but it’s still operating solidly, and long-term investors should keep that in mind.
Jonathan Ponciano has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Bill Holdings and Twilio. The Motley Fool recommends Pearson Plc. The Motley Fool has a disclosure policy.
BILL Holdings faces headwinds from declining interest rates, SMB exposure, and SaaS sector pressures, leading to a ~20% YTD decline. Despite negative sentiment, BILL's valuation has become attractive, presenting compelling entry points for investors seeking turnaround potential. Workforce reductions and AI-driven efficiency, trends seen in larger peers, are also underway at smaller firms like BILL.
Key Takeaways BILL offers SMBs one platform for invoices, approvals, payments, expenses and cash flow.BILL grew Q3 FY26 revenues 13% to $406.6M; payment volume hit $89B on 34M transactions.BILL held nearly $1B cash, $1.18B short-term investments and okayed a $1B share buyback. BILL Holdings (BILL - Free Report) is still building a stronger case for investors who want exposure to small-business financial software. The company is not just selling basic payment tools. It is creating a broader financial operations platform that helps small and midsize businesses manage invoices, approvals, payments, expenses and cash flow in one place. While risks remain, especially because SMB demand can weaken in a slow economy, BILL’s latest numbers and strategy point to several reasons for optimism.
Earlier this month, BILL Holdings posted third-quarter fiscal 2026 non-GAAP net income of 68 cents per share, beating the Zacks Consensus Estimate of 55 cents by 23.6%. The figure increased 36% from the year-ago quarter.
Quarterly revenues of $406.6 million topped the consensus mark of $403.1 million by 0.9% and rose 13.5% year over year. The quarter reflected continued expansion across BILL’s financial operations platform, highlighted by total payment volume of $89 billion, up 12% from the prior-year period.
Image Source: Zacks Investment Research
BILL shares have declined 13.1% over the past three months against the industry’s growth of 4.2%. However, its EPS estimate revisions call for a bullish outlook and suggests adding the stock now. BILL currently sports a Zacks Rank #1 (Strong Buy).
Image Source: Zacks Investment Research
Factors That Make BILL Holdings Stock a Solid PickRevenue Growth Remains Healthy: BILL continues to grow at a steady pace. In third-quarter fiscal 2026, total revenues rose 13% year over year to $406.6 million, while core revenues increased 16% to $371.1 million. The company also processed $89 billion in total payment volume, up 12%, and handled 34 million transactions, up 14%. Management’s fiscal 2026 outlook calls for total revenues of $1.642-$1.652 billion, suggesting the growth story is still intact.
Product Portfolio Keeps Getting Bigger: The company has used acquisitions to expand beyond accounts payable and receivable. Divvy added spend and expense management, Finmark brought financial planning and analysis tools, and Invoice2go strengthened receivables capabilities. This wider product set gives BILL more ways to serve the same customer, which can support higher retention and more cross-selling over time.
AI Could Make the Platform More Valuable: BILL is leaning heavily on AI-led automation. Its agents help with invoice coding, supplier management and payment execution, and more than 100,000 customers have used these tools. The company has also launched BILL Travel, which it says can sharply reduce time spent on travel workflows. For busy SMBs, saving time is a real selling point.
Partners Help Expand Its Reach: BILL works with more than 9,500 accounting firms and has relationships with major financial institutions. These partnerships help the company reach more businesses without relying only on direct sales. Its network of roughly 8.3 million suppliers and clients also makes the platform more useful as adoption grows.
Balance Sheet Adds Flexibility: BILL ended March 31, 2026, with nearly $1 billion in cash and cash equivalents, plus $1.18 billion in short-term investments. It also generated $84.7 million in free cash flow during the quarter. The new $1 billion share repurchase authorization gives management another way to create shareholder value while still investing in growth.
Other Stocks to ConsiderSome other top-ranked stocks from the sector are Paycom Software, Inc. (PAYC - Free Report) and Flywire Corporation (FLYW - Free Report) . While Paycom Software sports a Zacks Rank #1, Flywire has a Zacks Rank #2 (Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for Paycom Software’s 2026 EPS has been revised 2.5% over the past month and calls for a 15% increase year over year.
The consensus estimate for Flywire’s full-year 2026 EPS has been revised two cents upward in the past 7 days to 42 cents, which implies a significant increase from the year-ago period.
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On May 15, 2026, Light Street Capital Management disclosed a sale of 253,000 shares of BILL Holdings (BILL +2.74%), estimated at $11.32 million based on quarterly average pricing.
What happenedAccording to the SEC filing dated May 15, 2026, Light Street Capital Management reduced its position in BILL Holdings by 253,000 shares in the first quarter. The estimated transaction value was $11.32 million, based on the average closing price over the quarter. The value of the BILL stake fell by $23.95 million from the previous quarter, a figure that reflects both share sales and changes in market price.
What else to knowThe fund executed a sell, leaving BILL at 4.48% of reportable 13F AUM after the quarter’s tradesTop holdings after the filing:NYSE: TSM: $76,912,351 (15.47% of AUM)NASDAQ: NVDA: $47,474,122 (9.55% of AUM)NASDAQ: AVGO: $46,364,598 (9.32% of AUM)NASDAQ: AMD: $44,602,231 (8.97% of AUM)NASDAQ: CHYM: $38,913,729 (7.82% of AUM)As of Friday, BILL shares were priced at $36.14, down 18% over the past year and well underperforming the S&P 500, which is up about 28%.Company overviewMetricValueRevenue (TTM)$1.60 billionNet income (TTM)$163,000Price (as of market close May 14, 2026)$39.49One-year price change(18%)Company snapshotBILL offers cloud-based software for automating back-office financial operations, including accounts payable, accounts receivable, and spend management solutions.The firm generates revenue through a software-as-a-service (SaaS) model, transaction-based fees, and value-added services such as onboarding and ongoing support.It targets small and midsize businesses, accounting firms, financial institutions, and software companies as primary customers.BILL leverages a SaaS business model to deliver scalable, recurring revenue while streamlining financial processes for its clients.
What this transaction means for investorsBILL stock has struggled over the past year as investors recalibrated expectations for fintech growth, but the underlying operating trends remain considerably stronger than the share price performance suggests.
In its latest quarter, BILL reported revenue of $406.6 million, up 13% year over year, while core revenue, which excludes interest income on customer funds, grew 16% to $371.1 million. The company also swung back to profitability, generating $12.8 million in net income compared with a loss a year earlier. Meanwhile, payment volume reached $89 billion, and transactions processed climbed 14% to 34 million.
Management sounded notably confident. Founder and CEO René Lacerte said BILL's platform continues to create significant value for customers and highlighted AI as an "extraordinary opportunity" to solve more customer pain points. The company also authorized a new $1 billion share repurchase program, a sign that leadership believes the stock offers attractive long-term value.
For long-term investors, the key question is whether BILL can keep translating growing payment volume and customer engagement into sustained earnings growth. If it can, today's valuation may ultimately look more like an opportunity than a warning sign.
Jonathan Ponciano has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Advanced Micro Devices, Bill Holdings, Broadcom, Nvidia, and Taiwan Semiconductor Manufacturing. The Motley Fool has a disclosure policy.
SAN JOSE, Calif.--(BUSINESS WIRE)--BILL (NYSE: BILL), the intelligent financial operations platform trusted by nearly half a million businesses to manage, move, and maximize their money, today announced executive leadership appointments and organizational updates to position the company for its next phase of market leadership. The changes will take effect in the fourth quarter of fiscal 2026. “BILL is at a pivotal moment in our journey. As we continue our transformation into an AI native compan.
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.
“BILL is at a pivotal moment in our journey,” said René Lacerte, founder and CEO of BILL.
“As we continue our transformation into an AI native company serving nearly 500,000 businesses, we’re evolving our leadership team and organizational structure to align with our highest priorities and position BILL for the future.
“The changes will strengthen our operational focus, accelerate innovation, deepen customer value, and reinforce BILL as the trusted platform our customers rely on to run and grow their businesses,” Lacerte added.
Those changes include promoting Michael Cieri, currently BILL’s general manager of software solutions, to chief product officer, overseeing product management, product marketing, design, research and product strategy.
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Sarah Acton, the company’s chief customer officer (CCO), is leaving after nearly five years on the leadership team. Rather than name a new CCO, BILL says it plans to announce a new chief revenue officer in the coming weeks.
Also leaving is Chief Technology Officer Ken Moss, who will be replaced by Erin Chan, a distinguished engineering fellow at BILL and its founding engineer.
“Chan will lead BILL’s AI platform strategy and execution as we scale through this next phase and expand the company’s AI capabilities,” the release said.
President and Chief Operating Officer John Rettig, who has been with BILL for more than a decade, will move into the newly created position of Chief Strategy and Transformation Officer.
Lastly, Mary Kay Bowman, general manager of payments and financial services, will depart the company after nearly three years, but continue as an advisor.
The announcement comes on the heels of BILL’s decision earlier this month to reduce its workforce by 30% as it accelerates the use of AI in its own operations and its financial operations platform for businesses and accounting firms.
Speaking during an earnings call, Lacerte noted that he had on early calls referred to AI as one of BILL’s three main priorities.
“The tangible proof points we have seen rapidly deploying new agents to create more value for customers and driving greater productivity for employees have made it clear that this is no longer one priority among three. It is our No. 1 priority,” Lacerte said.
See More In: AI, AI layoffs, artificial intelligence, B2B, B2B Payments, bill, financial operations, News, personnel, PYMNTS News, What's Hot, What's Hot In B2B
SAN JOSE, Calif.--(BUSINESS WIRE)--BILL (NYSE: BILL), the financial operations platform trusted by nearly half a million businesses to manage, move and maximize their money, announced today its participation in the BofA Securities Global Technology Conference in San Francisco on Wednesday, June 3, 2026 at 8:40 a.m. PDT.
A live webcast of the event will be accessible at https://investor.bill.com. Webcast replays can be accessed from BILL’s Investor Relations website for approximately thirty days. Please note the presentation time is subject to change.
About BILL
BILL (NYSE: BILL) is the intelligent finance platform trusted by nearly half a million businesses and their accountants to manage, move, and maximize their money. BILL powers businesses ranging from fast-moving startups to growing companies with complex operations. We use AI to deliver strategic finance capabilities in one integrated platform that includes AP, AR, expenses, forecasting, procurement and more. With a member network of more than 8 million, BILL’s platform processes ~1% of US GDP annually. Headquartered in San Jose, California, BILL is a trusted partner of leading U.S. financial institutions, accounting firms, and software providers. For more information, visit bill.com.
Investors looking for stocks in the Internet - Software sector might want to consider either BILL Holdings (BILL) or Palantir Technologies Inc. (PLTR). But which of these two stocks presents investors with the better value opportunity right now?
BILL Holdings is a category-leading SMB financial operations SaaS platform, trading at 1.9x FY2028e core revenue and 8.1x adjusted FCF multiple. Despite a 16% stock decline since May 2025, BILL continues to outperform guidance, expand margins, and accelerate AI-native transformation. A $1B share repurchase (25%+ of market cap) and raised FY26 operating income guidance underscore management's confidence in long-term growth and FCF generation.
New York, New York--(Newsfile Corp. - June 2, 2026) - Precoro, a procurement centralization and automation platform that delivers enterprise-level capabilities to mid-market organizations, today announced an API integration with BILL (NYSE: BILL), the intelligent finance platform trusted by nearly half a million businesses to manage, move, and maximize their money. Through this integration, mid-market finance and procurement teams can now connect purchasing workflows directly to payment execution, helping them reduce manual work, eliminate financial blind spots, and automate the full procure-to-pay cycle.
Precoro
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"We're focused on giving mid-market companies enterprise-level control without the complexity of traditional ERP systems," said Andrew Zhyvolovych, CEO of Precoro. "Integrating with BILL allows us to connect procurement and payments into one continuous workflow, giving teams real-time visibility and enabling them to scale efficiently while maintaining full control over every transaction."
As companies grow, procurement, approvals, invoicing, and payments are often managed across separate systems, creating gaps between purchasing decisions and financial execution. This disconnect forces finance teams to rely on manual reconciliation, work with delayed or incomplete data, and apply controls inconsistently—leading to errors, late payments, and limited visibility into actual cash flow and liabilities.
The BILL API integration addresses this challenge by connecting Precoro's spend governance to BILL throughout the entire procurement process. Organizations that have established procurement policies and approval workflows in Precoro can now ensure that only validated, pre-approved spend flows into BILL for payment, and receive real-time payment status updates in Precoro through the integration. This creates a seamless P2P workflow where every transaction is validated before payment and fully traceable after, giving teams complete visibility and confidence in every dollar spent.
"At BILL, innovation is driven by the real-world needs of the nearly half a million businesses we serve," said Mike Cieri, Chief Product Officer at BILL. "As businesses grow, their financial systems must scale with them. We design our technology to connect seamlessly with the tools finance teams rely on every day. By integrating with Precoro through our API, we're helping customers unify critical workflows so they can operate more efficiently and scale with confidence."
Highlights of the BILL integration:
Through the integration with BILL, customers can:
Enforce proactive spend governance across all entities: Ensure every purchase aligns with budgets and company policies before any commitment is made, effectively eliminating overspend and maverick buying.Accelerate purchasing and invoice processing with AI-powered precision: Replace manual data entry with AI for intake, receipts, and invoices, paired with automated three-way matching, ensuring that only validated, pre-approved data flows into BILL for seamless payment execution.Eliminate financial blind spots with real-time synchronization: Gain a unified view of spend through a robust two-way sync that updates payment statuses instantly across both platforms, giving teams total clarity on cash flow and upcoming financial commitments.Scale complex operations through connected workflows: Support multiple subsidiaries and high transaction volumes by streamlining P2P workflows, allowing growing teams to manage more spend without increasing administrative headcount.The Precoro and BILL integration is available today.
About Precoro
Precoro is an AI-powered procurement centralization and automation platform that enables businesses to centralize procurement across multiple subsidiaries, improving visibility and control over spend and reducing risks from fragmented processes.
To learn more, visit: https://precoro.com/.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/299366
Source: PRNews OU
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Shares of BILL Holdings (BILL - Free Report) have gained 0.4% over the past four weeks to close the last trading session at $38.47, but there could still be a solid upside left in the stock if short-term price targets of Wall Street analysts are any indication. Going by the price targets, the mean estimate of $54.81 indicates a potential upside of 42.5%.
The average comprises 21 short-term price targets ranging from a low of $42.00 to a high of $77.00, with a standard deviation of $10.11. While the lowest estimate indicates an increase of 9.2% from the current price level, the most optimistic estimate points to a 100.2% upside. More than the range, one should note the standard deviation here, as it helps understand the variability of the estimates. The smaller the standard deviation, the greater the agreement among analysts.
While the consensus price target is highly sought after by investors, the ability and unbiasedness of analysts in setting price targets have long been questionable. And investors making investment decisions solely based on this tool would arguably do themselves a disservice.
But, for BILL, an impressive average price target is not the only indicator of a potential upside. Strong agreement among analysts about the company's ability to report better earnings than they predicted earlier strengthens this view. While a positive trend in earnings estimate revisions doesn't gauge how much a stock could gain, it has proven to be powerful in predicting an upside.
Price, Consensus and EPS Surprise
Here's What You May Not Know About Analysts' Price TargetsAccording to researchers at several universities across the globe, a price target is one of many pieces of information about a stock that misleads investors far more often than it guides. In fact, empirical research shows that price targets set by several analysts, irrespective of the extent of agreement, rarely indicate where the price of a stock could actually be heading.
While Wall Street analysts have deep knowledge of a company's fundamentals and the sensitivity of its business to economic and industry issues, many of them tend to set overly optimistic price targets. Are you wondering why?
They usually do that to drum up interest in shares of companies that their firms either have existing business relationships with or are looking to be associated with. In other words, business incentives of firms covering a stock often result in inflated price targets set by analysts.
However, a tight clustering of price targets, which is represented by a low standard deviation, indicates that analysts have a high degree of agreement about the direction and magnitude of a stock's price movement. While that doesn't necessarily mean the stock will hit the average price target, it could be a good starting point for further research aimed at identifying the potential fundamental driving forces.
That said, while investors should not entirely ignore price targets, making an investment decision solely based on them could lead to disappointing ROI. So, price targets should always be treated with a high degree of skepticism.
Here's Why There Could be Plenty of Upside Left in BILLThere has been increasing optimism among analysts lately about the company's earnings prospects, as indicated by strong agreement among them in revising EPS estimates higher. And that could be a legitimate reason to expect an upside in the stock. After all, empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
The Zacks Consensus Estimate for the current year has increased 50.3% over the past month, as five estimates have gone higher compared to no negative revision.
Moreover, BILL currently has a Zacks Rank #1 (Strong Buy), which means it is in the top 5% of more than 4,000 stocks that we rank based on four factors related to earnings estimates. Given an impressive externally-audited track record, this is a more conclusive indication of the stock's potential upside in the near term. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
Therefore, while the consensus price target may not be a reliable indicator of how much BILL could gain, the direction of price movement it implies does appear to be a good guide.
