BILL Stock Recent News

BILL's second-quarter fiscal 2025 results reflect the impacts of strong revenue growth, higher payment volumes and strategic financial moves.

Despite a 30% drop in post-Q2 earnings, I view Bill Holdings' valuation decline as unjustified and upgraded my rating on BILL stock to a strong buy. The revenue growth deceleration and shrinking take rates are transitory issues, primarily due to unfavorable FX rates and seasonal payment changes. The impacts of FX are temporary, and I expect currency stabilization, making BILL's current valuation appealing given its raised guidance outlook.

The financial platform beat quarterly estimates for earnings and sales.

BILL Holdings, Inc. (NYSE:BILL ) Q2 2025 Earnings Conference Call February 6, 2025 4:30 PM ET Company Participants Karen Sansot - Vice President, Investor Relations Rene Lacerte - Chairman, Chief Executive Officer and Founder John Rettig - President and Chief Financial Officer Conference Call Participants Chris Quintero - Morgan Stanley Tien-Tsin Huang - JPMorgan Andrew Schmidt - Citigroup Kenneth Suchoski - Autonomous Darrin Peller - Wolfe Research Samad Samana - Jefferies Bryan Keane - Deutsche Bank Alexander Markgraff - KeyCorp Scott Berg - Needham & Company Bradley Sills - Bank of America Operator Good afternoon, and welcome to BILL's Second Quarter Fiscal 2025 Earnings Conference Call. Joining us today are BILL's CEO and Founder, Rene Lacerte; President and CFO, John Rettig; and Vice President of Investor Relations, Karen Sansot.

While the top- and bottom-line numbers for BILL Holdings (BILL) give a sense of how the business performed in the quarter ended December 2024, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

BILL Holdings (BILL) came out with quarterly earnings of $0.56 per share, beating the Zacks Consensus Estimate of $0.47 per share. This compares to earnings of $0.63 per share a year ago.

Bill Holdings (BILL -0.70%), a leading financial operations platform for small and medium-sized businesses, recently announced its second-quarter results for fiscal year 2025 on February 6, 2025. The company's earnings outperformed both analyst expectations and the company's own forecasts.

BILL Holdings, Inc., a cloud-based payment and spend management solution provider for small businesses, has seen its stock surge since its last quarterly report. The company beat both top and bottom-line expectations with that earnings report and has a solid balance sheet. That said, the analyst firm community is mixed on the company's current prospects, and there was a notable pickup in insider selling in the second half of 2024.

Evaluate the expected performance of BILL Holdings (BILL) for the quarter ended December 2024, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.

Here, we have picked four technology stocks, BILL, TWLO, AME and DASH, which are likely to pull off earnings surprises in fourth-quarter 2024.