BILL BILL Holdings, Inc.

NEUTRAL Impact: 5/10 8-K
Horizon days Filed May 7, 2026 Processed 1mo ago SEC 0001628280-26-032064
Killer combo: Earnings + restructuring announcement
Latest settled — T+20d
BILL ▼ -14.01% at T+20d
NEUTRAL call ✗ call lost -14.01% · α vs SPY -14.03% · entry $41.83 → $35.97
Next anchor: T+60d in 7w
Last close $33.18 (close Jun 12) · -20.68% from $41.83 entry
Entry anchored
May 7, 03:59 PM ET
via Databento tick
T+1d
-0.79%
call -0.79% · α -1.02%
$41.50
settled 5w ago
T+5d
-5.59%
call -5.59% · α -7.06%
$39.49
settled 5w ago
T+20d
-14.01%
call -14.01% · α -14.03%
$35.97
settled 10d ago
T+60d
call — · α —
in 7w

Price Chart

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Executive Summary

{ "summary": "BILL reported Q3 FY2026 non-GAAP diluted EPS of $0.68, far above the $0.09 consensus, on total revenue of $406.6M (+13% YoY). However, the company also announced a 30% workforce reduction with estimated charges of $30-60M and a new $1B share repurchase authorization. The massive earnings beat is overshadowed by deep cost-cutting, sending a conflicting signal about growth prospects.", "sentiment": "mixed", "impactScore": 6, "confidence": "medium", "keyFacts": [ "Non-GA

Actionable Insight

LLM returned non-JSON response. Review the filing manually.

Financial Impact

Unknown

Risk Factors

  • Analysis may be incomplete

Market Snapshot

Exchange
NYSE
Sector
Services-Prepackaged Software
Analyst Consensus
63% bullish (30 analysts)

Documents Analyzed

This report is based on 6 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001628280-26-032064
Document: bill-20260507.htm0001628280-26-032064
Document: 0001628280-26-032064-index-headers.html0001628280-26-032064
Document: 0001628280-26-032064-index.html0001628280-26-032064
Document: 0001628280-26-032064.txt0001628280-26-032064
8-K Data (Synthetic)0001628280-26-032064
3 reports for BILL
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for BILL — sortable, filterable
Type Now
Jun 12, 2026
3d ago
Institutional Cluster
BEARISH ★ 5/10
$32.15 awaiting T+5awaiting T+5$33.18 (−3.20%)
May 29, 2026
16d ago
144
BEARISH ★ 5/10
$39.51 $35.97▲ +8.96%▲ +6.21%$33.18 (+16.02%)
May 7, 2026
5w ago
8-K
NEUTRAL ★ 5/10
$41.83 $39.49▼ −5.59%▼ −7.06%$33.18 (−20.68%)
Showing 3 of 3

US Market Status

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