Activist investor Jeffrey Smith of Starboard Value unveiled three high-conviction stock picks at the 13D Monitor Active-Passive Investor Summit in New York this week. The selections – Bill Holdings, T... ...

Core Insights - BILL Holdings, Inc. is a leading financial technology company specializing in cloud-based software solutions for small and medium-sized businesses, focusing on automating back-office financial operations [1] Recent Performance - Despite a recent dip of 1.71% over the past 10 days, BILL has shown resilience with a 30-day gain of 2.67%, indicating a positive trend and potential buying opportunities for long-term investors [2][6] Growth Potential - BILL's stock is projected to increase by 5.68%, with a target price set at $55.25, suggesting potential upside from current levels and making it attractive for capital appreciation [3][6] Financial Health - The company has a Piotroski Score of 8, reflecting solid fundamentals including profitability, leverage, liquidity, and operating efficiency, indicating strong financial health and stability [4][6] Overall Investment Appeal - BILL Holdings, Inc. is positioned as a promising investment opportunity within the fintech sector, with recent performance, growth potential, and strong financial health making it appealing for investors [5]

NetSuite Intelligent Payment Automation enables US customers to make fast,  secure , and flexible  vendor payments from within the world's #1 AI Cloud ERP LAS VEGAS , Oct. 7, 2025 /PRNewswire/ -- SuiteWorld --  Oracle NetSuite, the #1 AI Cloud ERP, and BILL  (NYSE: BILL), the intelligent finance platform trusted by half a million businesses to manage, move and maximize their money, have formed a strategic partnership to deliver enhanced payment processing to US customers. The new BILL-powered payment a ...

This financial services company has a cloud-based product that adds value for hundreds of thousands of users.What if I told you there was an excellent growth stock trading at a bargain price and hiding in plain sight? Wall Street sees great things, but the market has yet to catch on. Consider Bill Holdings (BILL 1.94%) stock. The company is growing fast and recently swung to a profit, but of course, there's more to the story. Handling the billsGone are the days when a large staff would manually enter data t ...

Company Performance - BILL Holdings reported Q4 earnings of 53 cents per share, exceeding the Zacks Consensus Estimate of 41 cents, but down from 57 cents in the same quarter last year [2] - Revenues reached $383.3 million, surpassing the consensus mark by 2% and increasing by 11.5% year over year [3] - Core revenues, including subscription and transaction fees, were $345.9 million, reflecting a 15% year-over-year growth [4] Revenue Breakdown - Subscription fees amounted to $68.8 million, growing by 5%, while transaction fees surged to $277.1 million, an 18% increase from the prior year [4] - Float revenues decreased to $37.4 million from $42.4 million in the previous year [4] - The company processed $86 billion in Total Payment Volume (TPV), marking a 13% year-over-year increase, and handled 33 million transactions, up 18% [5] Financial Metrics - Non-GAAP gross profit was $322.7 million, an 11% increase year over year, with a slight contraction in gross margin to 84.2% [6] - Non-GAAP operating income was $56.4 million, down 6% from $60 million in the previous year [6] - As of June 30, 2025, cash and short-term investments totaled $2.22 billion, up from $1.59 billion a year ago [7] Shareholder Returns - BILL announced a $300 million share repurchase program, reflecting confidence in its cash flow and long-term strategy [3] - The company repurchased $100 million of stock in the fourth quarter and July 2025, ahead of the newly authorized buyback program [7] Future Guidance - For Q1 fiscal 2026, BILL expects revenues between $385 million and $395 million, indicating a growth of 7-10% year over year [8] - For fiscal 2026, revenue estimates range from $1.59 billion to $1.63 billion, implying a growth of 9-11% year over year [8] Market Sentiment - There has been a downward trend in estimates, with the consensus estimate shifting -58.48% recently [9] - BILL Holdings currently has a Zacks Rank 3 (Hold), indicating an expectation of an in-line return in the coming months [11] Industry Comparison - BILL Holdings is part of the Zacks Internet - Software industry, where competitor Nice reported revenues of $726.71 million, a year-over-year change of +9.4% [12] - Nice is expected to post earnings of $3.17 per share for the current quarter, reflecting a year-over-year change of +10.1% [13]

BILL Holdings Inc. (BILL) offers a financial operations platform for small and midsize businesses worldwide. It had a falling out with investors beginning in November 2021. But its prospects are reviving due to a successful turnaround strategy focused on profitability and new AI-powered products, explains Clif Droke, editor of Cabot Turnaround Letter. To get more articles and chart analysis from MoneyShow, subscribe to our Top Pros’ Top Picks newsletter here.) BILL provides software-as-a-service (SaaS), c ...

Group 1 - Truist Securities upgraded Bill.com Holdings Inc. from Hold to Buy and raised its price target to $63 from $50, resulting in a share price increase of over 1% [1] - The bullish stance is based on three factors: potential upside to Street revenue forecasts, optionality from activist involvement by Elliott Management and Starboard Value, and expectations for a rebound in sentiment as estimates have bottomed [1] - Bill.com has been the worst-performing stock in its coverage group this year, indicating potential for a "catch-up trade" [2]

Core Viewpoint - BILL Holdings Inc has received an upgrade from Truist Securities to "buy" with a price target increase to $63 from $50, indicating potential growth driven by new activist shareholders [1] Group 1: Analyst Ratings and Upgrades - Truist Securities upgraded BILL from "hold" to "buy," raising the price target to $63 from $50 [1] - Wolfe Research also upgraded BILL to "outperform" just over a week prior [1] - Despite recent upgrades, 12 out of 26 analysts still maintain a "hold" rating on the stock, suggesting further potential for upgrades [1] Group 2: Stock Performance and Market Sentiment - BILL's stock broke out of a range below $49 earlier this month and is on track for its third consecutive daily gain [2] - The stock is down 37.4% year to date, indicating it has not yet recovered from a significant bear gap in February [2] - Short interest in BILL has increased, now representing 11% of the stock's available float, which could provide upward momentum [2] Group 3: Options Market Insights - The Schaeffer's Volatility Index (SVI) for BILL is at 42%, ranking in the 5th percentile of its annual range, suggesting that options traders are anticipating low volatility [3]

Core Insights - Bill Holdings (NYSE: BILL) has a portfolio of software products aimed at helping small businesses streamline bookkeeping and accounting processes, with a significant stock price increase of 1,400% from its IPO price of $22 to a peak of $335 by mid-2021 [1][2] - The company faced challenges in 2022 due to a slowing global economy, leading to a strategic shift towards building a more sustainable business model by prioritizing profitability over hypergrowth [2][3] - Despite a significant decline in stock price, trading 85% below its 2021 peak, there are indications that this may present a long-term buying opportunity, as Wall Street remains optimistic about the company's future prospects [3][9] Business Model and Solutions - Bill Holdings addresses the time constraints faced by small business owners by providing solutions that simplify accounts receivable, accounts payable, and budgeting processes, which traditionally involve cumbersome paper-based systems [5][9] - The company has developed a cloud-based digital inbox for businesses to manage invoices efficiently, allowing for easy approval and payment processes, thereby enhancing the accounts receivable experience [6][9] - As of the end of fiscal 2025, approximately 493,000 businesses were utilizing Bill's software solutions, with customer acquisition occurring both directly and through a network of over 9,000 accounting firms [7] Financial Performance - Bill Holdings achieved its first profitable year since going public, generating a record total revenue of $1.46 billion during fiscal 2025, reflecting a 13% increase from the previous year [8][10] - The company's growth rate has been declining as it shifts focus towards improving profitability and managing costs more effectively [10]

Upgrades Summary - DA Davidson upgraded Nvidia (NVDA) to Buy from Neutral with a price target of $210, increased from $195, due to anticipated growth in AI compute demand sustaining growth into next year and beyond [2] - Deutsche Bank upgraded Chewy (CHWY) to Buy from Hold with a price target of $45, up from $38, following the fiscal Q2 report, indicating improved buy-side expectations despite potential earnings estimate cuts due to growth investments in the second half of 2025 [2] - Seaport Research also upgraded Chewy to Buy from Neutral with a price target of $47 [2] - Barclays upgraded Thermo Fisher (TMO) to Overweight from Equal Weight with a price target of $550, raised from $490, citing attractive valuation levels on both absolute and relative bases [2] - Wolfe Research upgraded Bill (BILL) to Outperform from Peer Perform with a price target of $70, noting a 37% decline in shares year-to-date but better prospects into fiscal 2026 [2] - Freedom Capital upgraded Zscaler (ZS) to Buy from Hold with a price target of $320, increased from $280, based on strong fiscal Q4 results, growth momentum from the Red Canary acquisition, and higher long-term assumptions [2]