BILL Holdings, Inc.
BILL Holdings (BILL) is repositioning itself as an AI-focused financial automation platform. The company presented at the Goldman Sachs Communacopia + Technology Conference and appointed Eric Chan as CTO to lead its AI strategy. Analysts project $2.3B revenue and $345.4M earnings by 2029, with a 16% upside to its current price, but caution about execution risks and competition.
Lacerte Rene A. (CEO) sold 115,987 indirectly-held shares of BILL Holdings, Inc. (BILL) at an average of $49.06 ($48.01–$50.62, $5.69M total) across 8 trades over 2026-09-02 to 2026-09-03 under a Rule 10b5-1 trading plan.
Lacerte Rene A. (CEO) sold 141,256 shares of BILL Holdings, Inc. (BILL) at an average of $48.42 ($48.00–$48.59, $6.84M total) across 2 trades on 2026-09-02 under a Rule 10b5-1 trading plan.
Over the past 7 days, alphai's AI scored 4 news stories mentioning BILL (BILL Holdings, Inc.). Coverage has skewed bullish: 1 bullish, 3 neutral, and 0 bearish.
Recent BILL coverage spans insider activity, earnings and financial news.
In the last 30 days, BILL insiders filed 13 SEC Form 4 transactions — no purchases and 13 sales ($14.7M). The most active reporter was Lacerte Rene A., CEO, with 10 filings. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.
The AI repositioning and new CTO could improve product rollout speed and monetization, potentially supporting a valuation uplift if execution succeeds.
The insider sale may signal confidence concerns and could pressure the stock short term.
Complete insider divestiture may signal lack of confidence and could pressure the stock.
The new sizable passive stake may signal confidence and could support the stock price, but no immediate catalyst for a sharp move.
Mixed results; short‑term neutral with upside if next‑quarter beats expectations.
alphai scores every news story that mentions BILL with an AI model for sentiment and relevance, and aggregates insider trades from BILL Holdings, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
BILL Holdings (BILL) is repositioning itself as an AI-focused financial automation platform. The company presented at the Goldman Sachs Communacopia + Technology Conference and appointed Eric Chan as CTO to lead its AI strategy. Analysts project $2.3B revenue and $345.4M earnings by 2029, with a 16% upside to its current price, but caution about execution risks and competition.
2 min readLacerte Rene A. (CEO) sold 115,987 indirectly-held shares of BILL Holdings, Inc. (BILL) at an average of $49.06 ($48.01–$50.62, $5.69M total) across 8 trades over 2026-09-02 to 2026-09-03 under a Rule 10b5-1 trading plan.
1 min readLacerte Rene A. (CEO) sold 141,256 shares of BILL Holdings, Inc. (BILL) at an average of $48.42 ($48.00–$48.59, $6.84M total) across 2 trades on 2026-09-02 under a Rule 10b5-1 trading plan.
1 min readBlackRock, Inc. reports a 10.1% stake in BILL Holdings, Inc., owning 8,628,954 shares as of August 31, 2026. BlackRock has sole voting and dispositive power over these shares, with no single client holding more than 5% of the outstanding common shares.
1 min readPaycom raised full-year guidance, with its stock up 36.2% since reporting. Intuit reported $4.35B revenue, up 13.7% YoY, but missed EPS guidance, causing a 3.4% stock decline. BILL reported $436.2M revenue, up 13.8% YoY, with mixed guidance. Marqeta reported $176M revenue, up 17% YoY, but missed revenue guidance, causing a 9.2% stock decline.
3 min readCieri Michael (Chief Product Officer) sold 10,754 shares of BILL Holdings, Inc. (BILL) at $49.13 ($0.53M total) on 2026-08-31 under a Rule 10b5-1 trading plan.
1 min readJain Rohini (Chief Financial Officer) sold 33,470 shares of BILL Holdings, Inc. (BILL) at an average of $47.91 ($47.80–$48.70, $1.60M total) across 2 trades on 2026-09-01 under a Rule 10b5-1 trading plan.
1 min readBill.com Holdings (BILL) is a cloud-based platform automating accounts payable/receivable for small and mid-sized businesses. The stock, trading at $47.82, has gained 13% over the past year. The company has a 77 Superscore, indicating strong financial performance and market position. It reported $24 million in GAAP net income in fiscal 2025 and authorized a $1 billion share repurchase program. Revenue grew 14% YoY in Q4 2026, with operating expenses increasing by only 3%.
2 min readBill Holdings (BILL) reported Q4 revenue of $400.5M, up 16% YoY, with non-GAAP operating margin expanding 860 bps to 23%. AI adoption drove growth, with 175,000 businesses using AI agents. Non-GAAP net income rose 53% YoY to $94M. Management expects GAAP net profit above $125M in fiscal 2027. Growth slowed due to restructuring, with net-new customers at 1,800. Fiscal 2027 revenue growth guided to 11-14%, down from 16%.
3 min readBILL Holdings (BILL) reported Q4 2026 revenue of $436.2M, up 14% YoY, with core revenue at $400.5M, up 16%. Non-GAAP operating margin expanded 860 bps to 23.0%. AI adoption grew, with 175K+ businesses using AI agents. Fiscal 2027 core revenue guidance is $1.669B-$1.719B. Management highlighted strategic shifts, including AI integration and platform consolidation. Risks include card acceptance dynamics and Supplier Payments Plus adoption.
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