BILL Holdings: Sale Rumors, Activist Pressure, And Why I'm Only Upgrading To Hold [Seeking Alpha]
Bill.com Holdings, Inc. (BILL)
Last bill.com holdings, inc. earnings: 2/6 04:05 pm
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Source: Seeking Alpha
Core revenue growth held steady at 14% year-over-year, but net dollar retention and take rates have not reached bullish thresholds. High stock-based compensation continues to inflate free cash flow, raising concerns about true shareholder returns and valuation sustainability for BILL. With activist involvement and a potential sale process, I upgrade BILL to Hold but remain cautious due to deteriorating fundamentals and limited upside. Gwengoat/iStock via Getty Images Introduction Despite a recent stock rally and a Starboard stake reported in September, BILL Holdings, Inc. BILL ) has underperformed the index ( SPY ) since my Sell rating in March 2025. In my last analysis, I flagged a This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not recei
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BILL
News
- BARINGTON CAPITAL GROUP CALLS FOR CHANGES AT BILL HOLDINGS, INC. TO IMPROVE LONG-TERM SHAREHOLDER VALUEPR Newswire
- Airwallex Faces China Backdoor Allegations From Prominent VC [Forbes]Forbes
- A Fresh Look at BILL Holdings (BILL): Evaluating Value After Hedge Fund and Activist Investor Moves [Yahoo! Finance]Yahoo! Finance
- BILL to Participate in Upcoming Investor ConferenceBusiness Wire
- BILL (NYSE:BILL) had its "buy" rating reaffirmed by analysts at Needham & Company LLC.MarketBeat
BILL
Earnings
- 11/6/25 - Beat
BILL
Sec Filings
- 12/5/25 - Form 4
- 12/3/25 - Form 4
- 12/2/25 - Form 4
- BILL's page on the SEC website