$BILL

BILL 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.

BILL reported Q2 revenue of $436.2M, beating estimates, with strong AI adoption and restructuring driving profitability. Adjusted EPS was $0.84, also beating estimates. Guidance for Q3 revenue was below expectations, while EPS guidance for 2027 exceeded estimates. Customer count declined, but billings grew 13.1% YoY. Management discussed cost savings, AI monetization, and growth strategies during the earnings call.

BILL Holdings reported fiscal 2026 revenue of $436.2M, up 14% YoY, with non-GAAP operating income rising 80% to $101.6M. Core revenue grew 16% to $400.5M, while the number of businesses using its solutions declined. The company processed $98B in payment volume and 37M transactions, both up 14% YoY. BILL forecast fiscal 2027 non-GAAP operating income of $421M to $451M and 11% to 14% core revenue growth. GAAP operating loss widened to $34.3M from $22.3M a year earlier.

Bill.com reported Q4 2026 earnings, highlighting AI adoption with 175,000 businesses using its agents. The company aims for Rule of 40 status by year-end and GAAP profitability in FY 2027. It expects a 3-point headwind to revenue growth due to card acceptance dynamics and bank channel consolidation. Bill.com completed a $600 million share repurchase and plans to shift to platform fees and usage-based models for AI capabilities.

Analysts updated ratings for Workday (WDAY), Bill.com (BILL), and Nvidia (NVDA). TD Cowen maintained a Hold on WDAY with a $220 target. Jefferies kept a Buy on BILL with a $56 target. Oppenheimer reiterated a Buy on NVDA with a $265 target. Consensus ratings and targets vary for each company.

BILL Holdings reported FY 2026 revenue of $1.65B, up 13% YoY, with a net loss of $11.24M and EPS of ($0.11). Growth was driven by increased transaction fees and product adoption, with 9M network members and 479K businesses served. The company expanded partnerships and launched new products, maintaining high customer retention.

Alibaba's Q1 revenue rose 9% to $39.6B, but operating income fell 57% due to tech investments. BILL Holdings reported 14% revenue growth and 80% operating income increase. U.S. debt surpassed $40T, with Treasury buybacks easing yield pressure. Apple plans 2027 launch for camera AirPods. Axon Enterprise passes competitive position tests, with a 69% potential upside to $1,088.08.

BILL Holdings reported Q4 core revenue of $400.5M, up 16% YoY, with non-GAAP operating margin at 23%, up 860bps YoY. Net income reached $94M, up 53% YoY. Customer adds fell to 1,800, below trends. Management guided FY27 revenue to $1.669B-$1.719B, with 11%-14% growth, but flagged headwinds. Restructuring delivered $80M in net savings.

BILL (NYSE: BILL) reported Q2 CY2026 revenue of $436.2M, up 13.8% YoY and 1.4% above estimates. Adjusted EPS of $0.84 beat forecasts by 18.5%. Q3 revenue guidance of $437.5M was 1.4% below estimates. The company highlighted AI adoption and organizational restructuring, with 175K businesses using AI agents. Management expects future growth from AI integration and a focus on higher-value customers.

BILL reported Q4 core revenue of $400.5M, up 16% YoY, with non-GAAP net income of $94M, up 53% YoY. AI-driven underwriting improved loss rates by over 50%, and invoice financing revenue grew 30% YoY. The company repurchased $300M in stock. For fiscal 2027, BILL forecasts 11-14% core revenue growth and non-GAAP EPS of $3.56-$3.79.