BILL HOLDINGS, INC Stock Price, News & Analysis

BILL (NYSE: BILL) reported fiscal Q1 2026 results for the quarter ended September 30, 2025. Total revenue was $395.7M (+10% YoY) and core revenue was $358.0M (+14% YoY). Subscription fees were $70.8M (+5% YoY) and transaction fees were $287.2M (+16% YoY). Gross profit was $318.7M (80.5% margin) and non-GAAP gross profit was $332.1M (83.9% margin). GAAP net loss was $3.0M (loss per share $(0.03)), while non-GAAP net income was $70.2M ($0.61 per diluted share). BILL processed $89B in payment volume (+12% YoY), served 498,100 businesses, and announced Embed 2.0 partnerships with NetSuite, Paychex, and Acumatica. Q2 and FY26 guidance provided.

BILL (NYSE: BILL) launched BILL AI, a suite of AI agents to automate AP, spend and expense workflows for small and midsize businesses on October 28, 2025. The agents autonomously collect and validate W-9s, reconcile receipts, accelerate onboarding, and perform routine tasks to enable touchless B2B transactions.

Key metrics: agents trained on data from over $1 trillion in transactions and 1.3 billion documents; FY25 results cited include 80%+ increase in fully automated bills, 8 million fraud attempts stopped, and early reconciliation AI at 92% accuracy.

Acumatica and BILL (NYSE: BILL) announced a strategic partnership on October 22, 2025 to embed BILL’s Accounts Payable automation into Acumatica Cloud ERP. The BILL-powered AP automation is available in Acumatica 2025 R2, letting U.S. customers manage and pay bills inside the ERP to save time, reduce errors, and improve cash flow visibility.

The integration leverages BILL’s network and customer base — including nearly 500,000 customers and connections to more than eight million businesses — and complements Acumatica Payments for AR processing.

BILL (NYSE:BILL) will report fiscal first quarter 2026 results for the period ended September 30, 2025 on Thursday, November 6, 2025 after market close. Management will host a conference call to discuss results at 1:30 p.m. PT.

A news release with financial results and a live webcast of the call will be accessible via the company investor site at investor.bill.com. Webcast replays will be available on the investor relations website for approximately one year after the call.

BILL (NYSE: BILL) announced four new independent directors joining its Board following a cooperation agreement with Starboard Value LP to support value‑creation, growth and profitability efforts. New directors are Natalie Derse, Peter Feld, Beth Johnson and Lee Kirkpatrick; Feld and Kirkpatrick join on October 17, 2025, while Derse and Johnson join after the 2025 Annual Meeting of Stockholders. Steve Cakebread and Brian Jacobs will retire at the 2025 Annual Meeting; Steve Fisher retired on October 14, 2025. The Board will expand from 12 to 13 members. Starboard agreed to withdraw its 2025 director nominations and entered customary standstill, voting and other commitments. BILL plans an investor day in H1 2026 to outline long‑term targets and a path to the “Rule of 40”.

NetSuite and BILL (NYSE: BILL) announced a strategic partnership on October 7, 2025 to embed BILL-powered payment automation into NetSuite Intelligent Payment Automation for US customers. The capability enables fast activation, supports all US banks, and lets customers make payments from existing bank accounts within minutes. The integration uses BILL's vendor network of more than eight million businesses and combines AI-powered bill capture, bill matching, intelligent payment proposals, payment automation, and reconciliation into a single embedded ERP workflow. NetSuite Intelligent Payment Automation is now available to customers in the US.

BILL (NYSE:BILL) has launched BILL Cash Account, a high-yield operating account designed for small and medium-sized businesses (SMBs). The account offers 42x the national average APY with no minimums or fees, providing next-business-day ACH payments and up to $200 million in FDIC insurance.

The platform combines treasury and payment functions in one seamless account, allowing businesses to earn higher yields on their operating cash while maintaining efficient payment operations. Dr. Squatch, an existing customer, reports earning 3% APY on operating cash while benefiting from next-day vendor payments.

Paychex (Nasdaq: PAYX) has announced a strategic partnership with BILL (NYSE: BILL) to launch Bill Pay, a new financial management solution for accounts payable integrated into Paychex Flex®. This solution combines payroll, HR, and payments into a single platform, addressing the needs of small and midsize businesses (SMBs).

According to the 2025 BILL Report, 40% of SMBs plan to automate their financial operations within six months, while 62% lack immediate visibility of their cash position across accounts. The new solution offers automated bill payments, access to BILL's network of over 8 million businesses, and real-time payment insights. The partnership aims to streamline operations and improve financial visibility for SMBs, with plans to expand beyond Paychex Flex in the future.

BILL (NYSE:BILL), a financial operations platform for SMBs, has responded to engagement with activist investor Starboard Value. The company emphasized its commitment to driving sustainable growth and value creation, highlighting its recently announced $300 million share repurchase program as evidence of this commitment.

The company acknowledged that Starboard plans to nominate directors for election to BILL's Board at the 2025 Annual Meeting. BILL's management has engaged in discussions with Starboard representatives and plans to continue dialogue while evaluating their board nominees through established processes.