BILL Earnings

BILL reported its earnings on 2026-02-05, showcasing a revenue of 414.67M against an estimate of 399.75M, resulting in a 3.73% surprise. The EPS was 0.64, surpassing the expected 0.56 by 14.29%. The stock experienced a 37.16% price change on the earnings day and a 31.78% change over the next five days, reflecting market reactions to the results.

Following BILL's earnings announcement on 2026-02-05, the stock price moved by 37.16% on the day of the release. Over the subsequent five days, it saw a 31.78% change. Historically, BILL's stock price tends to shift by an average of 2.76% in the 10 days leading up to earnings and 2.89% in the 10 days following, providing insight into potential market.

For 2026/Q3, analysts estimate BILL's annual revenue to reach 395.20M, while the EPS is projected at 0.51. These estimates reflect recent revisions, with revenue estimates revised downward by -0.03% and EPS estimates revised downward by -0.03% 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 revised downward by -0.03%, while EPS estimates moved revised downward by -0.03%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, BILL's stock price typically moves by 2.76% in the 10 days before its earnings and 2.89% in the 10 days after. For the upcoming 2026/Q3 earnings, analysts expect an EPS of 0.51 and revenue of 395.20M.

The earnings call summary indicates solid financial performance with strong revenue growth and profitability expansion. The Q&A section reveals positive analyst sentiment towards innovation and strategic initiatives, such as AI integration and upmarket expansion. Despite some uncertainties in long-term projections, the optimistic guidance and strategic focus on cost optimization and AI-driven productivity suggest a favorable outlook. Overall, the combination of positive financial metrics and strategic developments points to a likely stock price increase in the short term.