BILL Earnings
Thursday, May 07 2026
EPS Estimate
$0.55
$0.54 – $0.57
Revenue Estimate
$403M
Current Price
$39.63
Our Position
bullish · highBILL's Q2 revenue climbs 14%, takeover buzz
est. revisions falling
(-8.6pp / 30d)
Growing revenue, payment volume, and insider buying under Goldman Sachs' support strengthen BILL's case as an emerging takeover target with operational momentum.
Watch: Watch Q3 net customer additions and revenue per client to verify if larger account focus sustains growth and margin expansion.
Data Signal Summary
2 bullish
1 bearish
Insider buying cluster
Put/call 0.0 (bullish skew)
Price downtrend
Key Context
Analyst Consensus
mixed
Insider Activity
selling
Price Trend
downtrend
From 52w High
0.0%
Est. Revisions (30d)
+0.1% 18up/1dn
Analyst Target (mean)
$56 $42–$84 +41%
Options P/C Ratio
0.01 1C/0P unusual
Est. Dispersion
6% 21 analysts
Insider Cluster
strong buy (officer)
Fund Convergence
strong Citadel, D.E. Shaw, Soros, Bridgewater
Recent Activity
insider trades
90 transactions
Other
·
RETTIG JOHN R (Chief Operating Officer)
·28,002 shares
Other
·
WAGONFELD ALISON (Director)
·1,039 shares
Other
·
BOWMAN MARY KAY (Officer)
·18,935 shares
Other
·
LACERTE RENE A (Chief Executive Officer)
·31,288 shares
Other
·
RETTIG JOHN R (Chief Operating Officer)
·25,815 shares
85 more
Other
·
MOSS KENNETH A
·25,667 shr
Other
·
GOHMAN KERI
·1,531 shr
Other
·
WERNIKOFF DANIEL A
·1,531 shr
Other
·
REICH TINA
·2,095 shr
Other
·
WAGONFELD ALISON
·2,095 shr
Other
·
LACERTE RENE A
·15,190 shr
Other
·
JACOBS BRIAN DAVID
·2,095 shr
Other
·
ALVAREZ AIDA M
·2,095 shr
Other
·
HORNIK DAVID M
·2,095 shr
Other
·
MNOOKIN ALLISON H
·2,095 shr
Other
·
KLINE KATHERINE M. A.
·2,095 shr
Other
·
CAKEBREAD STEVEN MARK
·2,095 shr
Other
·
RETTIG JOHN R
·10,500 shr
Sell
·
COTA GERMAINE
·1,104 shr
·$56,558
Other
·
COTA GERMAINE
·3,726 shr
Other
·
BOWMAN MARY KAY
·18,934 shr
Other
·
LACERTE RENE A
·31,285 shr
Sell
·
AJI RAJESH A
·3,971 shr
·$179,569
Sell
·
COTA GERMAINE
·1,721 shr
·$77,824
Other
·
AJI RAJESH A
·6,187 shr
Other
·
COTA GERMAINE
·3,577 shr
Other
·
BOWMAN MARY KAY
·46,396 shr
Other
·
LACERTE RENE A
·49,125 shr
Other
·
RETTIG JOHN R
·42,059 shr
Other
·
MOSS KENNETH A
·39,071 shr
Other
·
REICH TINA
·1,213 shr
Sell
·
AJI RAJESH A
·1,780 shr
·$80,545
Sell
·
AJI RAJESH A
·2,481 shr
·$111,645
Sell
·
COTA GERMAINE
·1,718 shr
·$73,106
Other
·
AJI RAJESH A
·6,184 shr
Other
·
COTA GERMAINE
·3,574 shr
Other
·
LACERTE RENE A
·22,478 shr
Other
·
RETTIG JOHN R
·19,216 shr
Other
·
MOSS KENNETH A
·12,144 shr
Other
·
ALVAREZ AIDA M
·1,165 shr
Sell
·
AJI RAJESH A
·2,377 shr
·$119,292
Sell
·
COTA GERMAINE
·783 shr
·$39,315
Other
·
AJI RAJESH A
·6,183 shr
Other
·
COTA GERMAINE
·10,242 shr
Other
·
LACERTE RENE A
·22,480 shr
Other
·
RETTIG JOHN R
·19,219 shr
Other
·
MOSS KENNETH A
·12,147 shr
Sell
·
COTA GERMAINE
·3,938 shr
·$393,800
Sell
·
WAGONFELD ALISON
·979 shr
·$97,900
Sell
·
WAGONFELD ALISON
·2,163 shr
·$208,254
Other
·
REICH TINA
·2,883 shr
Other
·
WAGONFELD ALISON
·2,883 shr
Other
·
JACOBS BRIAN DAVID
·2,883 shr
Other
·
KIGHT PETER J
·2,883 shr
Other
·
ALVAREZ AIDA M
·2,883 shr
Other
·
WAGNER SCOTT W.
·2,883 shr
Other
·
HORNIK DAVID M
·2,883 shr
Other
·
FISHER STEPHEN
·2,883 shr
Other
·
MNOOKIN ALLISON H
·2,883 shr
Other
·
KLINE KATHERINE M. A.
·2,883 shr
Other
·
CAKEBREAD STEVEN MARK
·2,883 shr
Sell
·
AJI RAJESH A
·1,905 shr
·$171,431
Sell
·
COTA GERMAINE
·803 shr
·$72,262
Other
·
AJI RAJESH A
·3,868 shr
Other
·
RETTIG JOHN R
·19,217 shr
Other
·
MOSS KENNETH A
·12,143 shr
Other
·
LACERTE RENE A
·22,477 shr
Sell
·
WAGONFELD ALISON
·779 shr
·$70,110
Sell
·
COTA GERMAINE
·1,525 shr
·$118,935
Sell
·
WAGONFELD ALISON
·519 shr
·$29,842
Other
·
WAGONFELD ALISON
·1,038 shr
Other
·
WAGNER SCOTT W.
·449 shr
Sell
·
AJI RAJESH A
·2,486 shr
·$136,056
Sell
·
COTA GERMAINE
·803 shr
·$43,962
Other
·
AJI RAJESH A
·3,870 shr
Other
·
COTA GERMAINE
·2,502 shr
Other
·
RETTIG JOHN R
·12,095 shr
Buy
·
JACOBS BRIAN DAVID
·25,000 shr
·$1,338,396
Other
·
LACERTE RENE A
·14,169 shr
Buy
·
RETTIG JOHN R
·21,124 shr
·$1,043,481
Buy
·
LACERTE RENE A
·42,248 shr
·$2,095,349
Other
·
REICH TINA
·1,212 shr
Sell
·
AJI RAJESH A
·1,314 shr
·$63,085
Sell
·
AJI RAJESH A
·2,616 shr
·$134,992
Sell
·
COTA GERMAINE
·642 shr
·$33,118
Other
·
AJI RAJESH A
·4,807 shr
Other
·
COTA GERMAINE
·2,500 shr
Other
·
RETTIG JOHN R
·15,844 shr
Other
·
LACERTE RENE A
·24,171 shr
Other
·
ALVAREZ AIDA M
·1,166 shr
analyst ratings
1 rating
Goldman Sachs
→Buy
7d ago
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