Wolfe Research has upgraded BILL Holdings Inc (BILL) to Outperform from Peer Perform, reflecting a more optimistic view on the company’s prospects. The upgrade, effective September 10, 2025, comes as the firm currently trades at $47.38.
BILL Holdings, headquartered in San Jose, California, specializes in cloud-based software solutions that streamline payments and expense management. With a market capitalization of $4.8 billion, the company has demonstrated strong earnings performance, consistently surpassing analyst expectations in recent quarters. For instance, in Q1 2026, BILL reported earnings per share (EPS) of $0.61, exceeding estimates by 17.2%.
Upcoming earnings are anticipated on May 6, 2026, with estimates of $0.52 EPS and $401.8 million in revenue. The company’s integrated platform, which includes solutions for automating accounts payable and receivable transactions, positions it well within the technology sector.
Analyst ratings, such as this upgrade, provide valuable insights but should be considered alongside broader market trends, competitive positioning, and individual investment goals. As of November 1, 2025, the consensus rating for BILL Holdings is Buy, with 8 Strong Buy, 12 Buy, and 11 Hold recommendations from a total of 31 analysts.