Get started
BILL HOLDINGS INC COM USD0.00001BILL HOLDINGS INC COM USD0.00001BILL HOLDINGS INC COM USD0.00001

BILL HOLDINGS INC COM USD0.00001

No trades
See on Supercharts
Overview Financials News
Ideas
Discussions Technicals Forecast Seasonals Bonds

0A75 trade ideas

Bill.com (BILL) AnalysisCompany Overview: Bill.com NYSE:BILL is a leading provider of cloud-based financial workflow automation software tailored to small and medium-sized businesses (SMBs). Serving nearly 500,000 SMBs, the company has established itself as a key enabler of digital transformation in financial operations, streamlining accounts payable (AP) and accounts receivable (AR) processes. Key Growth Catalysts Expanding SMB Market Share: SMB Focus: BILL addresses a vast and underserved SMB market, where the demand for automation and efficiency is rapidly increasing. As SMBs adopt digital solutions, BILL’s platform is positioned to capture significant market share by improving cash flow management and operational efficiency. AI-Powered Innovation: Recent enhancements integrate AI capabilities to streamline invoice processing, fraud detection, and payment approvals. These features drive customer retention, reduce churn, and open new revenue opportunities. Strategic Leadership Additions: Mary Kay Bowman (EVP, Payments): A seasoned leader with a strong payments background, Bowman’s expertise enhances BILL’s ability to scale its payments business. Bobbie Grafeld (Chief People Officer): Grafeld’s focus on talent acquisition and organizational culture will support BILL’s growth initiatives and workforce scalability. Competitive Positioning End-to-End Platform: BILL’s platform simplifies financial workflows, making it indispensable for SMBs looking to reduce manual work and enhance financial visibility. Its robust integration with major accounting software platforms (e.g., QuickBooks, Xero) strengthens its competitive moat. Recurring Revenue Model: BILL benefits from a high proportion of recurring revenue, driven by subscription fees and transaction volumes, ensuring stable cash flow. Scalability: The platform’s ability to grow with customers—from small startups to larger SMBs—positions BILL as a long-term partner in financial automation. Financial and Stock Outlook Bullish Momentum Above $72.00-$73.00: BILL's innovation, market penetration, and strategic hires provide a robust foundation for continued growth. Upside Target: $130.00-$135.00, reflecting optimism about its ability to expand market share and improve margins. Investor Appeal: BILL’s focus on AI-driven efficiency and its expanding SMB footprint make it attractive to growth-focused investors. A debt-light balance sheet and consistent revenue growth highlight its financial strength. Conclusion Bill.com is well-positioned to capitalize on the growing demand for financial automation among SMBs. Its AI-driven platform, strategic leadership, and strong market penetration underscore its growth potential. 📈 Recommendation: Bullish on BILL above $72.00-$73.00, targeting $130.00-$135.00.
NYSE:BILLLong
by Richtv_official
BILL - Time to break the trend2020 IPO, increadible run up thanks to covid helicopter money flooding the market and BILL was fitting on the fintech / solutions space perfectly. After the peak, constant selling pressure for 3 years. We saw the IPO price recently and ran up %15 since. It is at the cusp of breaking out the downward trendline. This name is expecting to post its 1st positive income quarterly this year. institution positioning is high, will do a sneaky %40 under the radar. Buy on the breakout, and add on the retest if it comes, run up to >70
NYSE:BILLLong
by S5_Trading_Desk
5/2/24 - $bill good print, small nuance but buy/own5/2/24 - vrockstar - good print, decent guide (let's be honest, better execution than other B2B style software), valuation reasonable 5x sales w/ opex leverage and good SMB moat and maintaining >20% pa CAGR growth rates w/ a lot of runway. conservatively modeling cash in my prop model, seeing dramatic upside here is probably not likely until we see some sort of resolution in rates/ SMB-related "macro" which could be a 2H event. So while I'd be interested here in the sub $65 level (and was lucky enough to snag some share in the high 50s post result here AH)... my play here is to monetize by selling/ renting 5-10% OTM C's weekly until we get a retest of this $60 level that comes from a macro-related reset. like the founder/ ceo here - real deal - a stock you'll want to compound at the right price in the MT context. you'll likely make $ buying it at post EPS levels (mid 60s) into YE, however, the upside isn't immediately obvious up and to the right from here per the above. be patient, wrangle a good spot based on macro and leave any comments below if you disagree. gl all.
NYSE:BILLLong
by VROCKSTAR
This High Yielding Option Setup In BILL Is A Massive Win-WinIDEA : Sell Bill Holdings $45 strike puts expiring 5/19/2023 for $100 per contract (Currently $1.00 market bid. Be sure to check prices.) NOTE : Your broker will reserve $4,500 in buying power for every contract sold. STATS : -37.4% breakeven (We have this much “room” until we would be underwater at option expiry.) 15.6% annualized return 92.3% chance of max profit COMMENTS : While many may write off BILL as one of the high flying, expensive, unprofitable tech companies that got caught up in the speculative madness of 2021, the company has changed significantly since that period. And, while still expensive, shares in this new-and-improved, profitable enterprise are coming into some really interesting territory from an entry perspective. Historically, the company has increased revenue adeptly, as the top line has grown more than 600% since the IPO in late 2019. However, the complaint with the company has always been a general lack of profitability. It finally seems as though management has begun to take this to heart, as over the last 12-month period Bill produced 77m in FCF, a first, and a record, for the company. With a more focused management — which has already proven it can execute and pivot when needed — and the recent 70% decline in shares over the last year, Bill is finally looking interesting. We like these puts because they give us a big margin of safety, a great yield (>15%!), and a high probability of success. That said, we would be lucky to own these shares from $45 as well, should we get that chance. RISKS : The company has diluted shareholders by 43% since the IPO. If the firm continues to use their equity as a weapon, instead of their newly retained cash flow, then the stock may be in trouble no matter the top or bottom-line performance. We expect that this risk will dissipate with the recent exhibit of stronger financial discipline. Earnings are also on the 4th of May. All content is subject to our terms of service.
NYSE:BILL
by PropNotes
Micro Bullish Rally ContinuationBILL closed the week with a strong Bullish sentiment. Bouncing of weekly support $98-$99 and closing above its Daily support $104 What to expect: An open above 104 can be indication of a push to retest Monthly resistance $110-111 eyeing resistance @$116 and possibly $122. If we see an opening below the $104 mark then price will seek to retest weekly support $99 Keep in mind that we find ourselves in a Macro Bearish structure. And in order to see any true continuation to the upside this structure needs to be broken and held. Until then all rallys will be faded.
NYSE:BILLLong
by JP_Tru