Headquartered in San Jose, California, BILL Holdings (BILL) is a leading provider of cloud-based software that automates financial operations for small and midsize businesses (SMBs). Founded in 2006, the company offers an end-to-end platform that streamlines accounts payable (AP), accounts receivable (AR), and spend management. By integrating with major accounting software and financial institutions, BILL enables businesses to eliminate paper-based processes, manage cash flow in real-time, and execute digital payments globally.
BILL Stock Rebounds
Bill Holdings’ stock has faced significant headwinds throughout 2026, losing roughly a quarter of its value as investors rotated out of high-multiple fintech names. However, shares recently rebounded by 2.48% in aftermarket trading following a strong Q3 earnings report, recovering from a 52-week low of $34.44.
More News from Barchart
Compared with the Russell 1000 iShares ETF (IWB), BILL has significantly underperformed the broader market over the last 12 months. While the Russell 1000 gained 24.68% during the past year, driven by the AI mega-cap rally, BILL’s shares have struggled, falling by double digits in the same period.
www.barchart.com
BILL Posts Strong Earnings
BILL Holdings reported a landmark third quarter for fiscal 2026 on May 7, achieving GAAP profitability for the first time in its history with a net income of $12.8 million. Total revenue reached $406.6 million, a 13.5% increase year-over-year (YOY), beating analyst estimates.
This growth was fueled by Core Revenue, which climbed 16% to $371.1 million, driven by strong adoption of its integrated platform. Total payment volume (TPV) reached $89 billion, up 12% from the prior year, while transaction fees rose 18% to $296.6 million. The company also saw a 39% surge in joint customers using both its AP and Spend & Expense solutions, reflecting successful multiproduct adoption.
Looking ahead, management raised its fiscal 2026 guidance, projecting total revenue between $1.642 billion and $1.652 billion,…
..
