BILL Earnings

BILL reported its FY2026Q2 earnings on 2026-02-05, showcasing a revenue of 0.00 against an estimate of 395.00M, resulting in a 0% surprise. The EPS was 0, surpassing the expected 0.12 by 0% . The stock experienced a 0% price change on the earnings day and a 0% change over the next five days, reflecting market reactions to the results.

Following BILL's FY2026Q2 earnings announcement on 2026-02-05, the stock price moved by % on the day of the release. Over the subsequent five days, it saw a % change. Historically, BILL's stock price tends to shift by an average of -0.39% in the 10 days leading up to earnings and -0.06% in the 10 days following, providing insight into potential market.

For 2026/Q2, analysts estimate BILL’s annual revenue to reach 400.00M, while the EPS is projected at 1.00. These estimates reflect recent revisions, with revenue estimates revised Revenue Revise Downward by -0.06% and EPS estimates Revise Upward by 0.23% over the past three months, indicating analyst expectation in the company’s performance.

The correlation between BILL's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock’s fundamentals. Over the past three months, revenue estimates for FY2026 were Revise Downward by -0.06%, while EPS estimates moved Revise Upward by 0.23% . This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, BILL's stock price typically moves by -0.39% in the 10 days before its earnings and -0.06% in the 10 days after. For the upcoming 2026/Q2 earnings, analysts expect an EPS of 1.00 and revenue of 400.00M.

The earnings call highlights strong revenue growth, profitability, and strategic initiatives like AI and Embed 2.0. The Q&A session reveals sustained efficiency efforts and a focus on mid-market expansion, driving higher ARPU. The new share repurchase plan and reduced stock-based compensation are positive for shareholders. However, management's lack of specific timelines for AI monetization and pricing initiatives introduces some uncertainty. Overall, the optimistic guidance, strategic plans, and shareholder returns suggest a positive stock price movement in the short term.