BILL Holdings Inc's stock fell by 6.27% today, hitting a 20-day low amid a broader market decline, with the Nasdaq-100 down 0.43% and the S&P 500 down 0.15%.
This decline occurs despite Totem Point Management establishing a new position in BILL Holdings by acquiring 71,225 shares valued at approximately $3.77 million. This investment reflects confidence in BILL's growth potential, even as the stock has declined nearly 40% over the past year. The company reported a total revenue of $395.7 million in the most recent quarter, a 10% year-over-year increase, indicating that its underlying business remains robust.
The implications of this investment suggest that while the stock is currently under pressure, there is recognition of BILL's future growth potential, which may attract long-term investors looking for opportunities in the cloud software sector.
Wall Street analysts forecast BILL stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for BILL is 60.80 USD with a low forecast of 43.00 USD and a high forecast of 84.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
18 Analyst Rating
Wall Street analysts forecast BILL stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for BILL is 60.80 USD with a low forecast of 43.00 USD and a high forecast of 84.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
11 Buy
7 Hold
0 Sell
Moderate Buy
Current: 46.550
Low
43.00
Averages
60.80
High
84.00
Current: 46.550
Low
43.00
Averages
60.80
High
84.00
Baird
Neutral
maintain
$56
2026-01-23
Reason
Baird
Price Target
$56
AI Analysis
2026-01-23
maintain
Neutral
Reason
Baird believes Bill (BILL) would be worth $55-$70 per share in a takeover. The firm based on its analysis on the on recent take-out valuations of both Brex and AvidXchange. Bill's growth is closer to AvidXchange's growth than Brex's, the analyst tells investors in a research note. Bill shares are up 3% to $48.42 after Capital One last night announced its acquisition of Brex. Baird has a Neutral rating on Bill with a $56 price target.
Citi
Bryan Keane
Buy
downgrade
$71 -> $62
2026-01-22
Reason
Citi
Bryan Keane
Price Target
$71 -> $62
2026-01-22
downgrade
Buy
Reason
Citi analyst Bryan Keane lowered the firm's price target on Bill to $62 from $71 and keeps a Buy rating on the shares. The firm sees the company reporting inline results when reporting on February 5.
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Truist
Matthew Coad
Buy
maintain
$60 -> $58
2026-01-20
Reason
Truist
Matthew Coad
Price Target
$60 -> $58
2026-01-20
maintain
Buy
Reason
Truist analyst Matthew Coad lowered the firm's price target on Bill to $58 from $60 and keeps a Buy rating on the shares as part of a broader research note previewing Q4 earnings in FinTech. The quarter's results should be solid, although a tougher y/y comparison may limit volume-related beats, and while Truist is optimistic on the group throughout 2026, some management teams may look to reset Street expectations a bit lower with their original 2026 guidance, the analyst tells investors in a research note.
Citi
Ephrem Ravi
Neutral
maintain
$92 -> $97
2026-01-20
Reason
Citi
Ephrem Ravi
Price Target
$92 -> $97
2026-01-20
maintain
Neutral
Reason
Citi analyst Ephrem Ravi raised the firm's price target on Billerud to SEK 97 from SEK 92 and keeps a Neutral rating on the shares.
About BILL
BILL Holdings, Inc. provides a financial operations platform for small and midsize businesses (SMBs). The Company offers software-as-a-service, cloud-based payments, and spend and expense management products, which allow users to automate accounts payable and accounts receivable transactions, enable businesses to easily connect with their suppliers and/or customers to do business, eliminate expense reports, manage cash flows, and improve back-office efficiency. Its artificial intelligence (AI)-enabled financial software platform creates seamless connections between its customers, their suppliers, and their clients. Businesses on its platform generate and process invoices, streamline approvals, make and receive payments, manage employee expenses, sync with their accounting system, foster collaboration, and manage their cash flow. Its integrated platform also includes BILL Spend and Expense, its spend and expense management product, which provides a solution for businesses.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
