$BILL

BILL (NYSE: BILL) and Blackbaud (NASDAQ: BLKB) partnered to simplify accounts payable for nonprofit and education finance teams. Payment Assistant, powered by BILL, will integrate BILL's payment network into Blackbaud's Financial Edge NXT system, aiming to reduce manual work and accelerate vendor payments. The partnership offers expanded payment options, simpler vendor enrollment, and real-time payment visibility.

Intuit (INTU) reported $4.35B revenue (up 13.7% YoY), beating expectations, but lowered full-year guidance, causing its stock to fall 10.1%. BILL (BILL) reported $436.2M revenue (up 13.8% YoY), beating expectations, but missed full-year revenue guidance. Paychex (PAYX) reported $1.61B revenue (up 12.5% YoY), meeting expectations, and its stock rose 18.2%.

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.

BlackRock, 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.

Paycom 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.

Cieri 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.

Jain 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.

Bill.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%.