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BILL Holdings, Inc.

BILL · NYSE

BILL has an annual revenue baseline of $1.46B, latest revenue marker of $1.22B first nine months fiscal 2026, annual net income of $24M and cash of $994.7M. The thesis depends on revenue durability, margins, cash conversion and balance-sheet discipline.

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Latest ReportMay 20, 2026BILL Holdings: SMB payments scale still has to prove durable software profitView report ->Total Reports1Published reportView all ->Active Discussions0No visible comments yetView discussions ->Member WorkspaceLockedFinancials, timeline, comparisons, scorecard, and discussion require a paid login.View access ->
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Latest Thesis

BILL Holdings: SMB payments scale still has to prove durable software profit

BILL has an annual revenue baseline of $1.46B, latest revenue marker of $1.22B first nine months fiscal 2026, annual net income of $24M and cash of $994.7M. The thesis depends on revenue durability, margins, cash conversion and balance-sheet discipline.

May 20, 2026Research reportSlides available
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BILL Holdings, Inc.Holdings: SMB payments scale still has to prove durable softwareMay 20, 2026
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BILL Holdings: SMB payments scale still has to prove durable software profitBILL has an annual revenue baseline of $1.46B, latest revenue marker of $1.22B first nine months fiscal 2026, annual net income of $24M and cash of $994.7M. The thesis depends on revenue durability, margins, cash conversion and balance-sheet discipline.NYSEMay 20, 2026Research reportReadSlides