BILL Holdings (BILL) Surpasses Q4 Earnings and Revenue Estimates

BILL Holdings (BILL) reported adjusted fourth-quarter earnings of $0.84 per share, surpassing the Zacks Consensus Estimate of $0.69 and increasing from $0.53 a year earlier. The result represented a +21.74% earnings surprise. In the previous quarter, the payment processing software company earned $0.68 per share against an expected $0.55, a +23.64% surprise. BILL has exceeded consensus EPS estimates in each of the past four quarters. Revenue for the quarter ended June 2026 was $436.19 million, 1.51% above the Zacks Consensus Estimate and up from $383.35 million in the year-ago period. Revenue estimates have also been exceeded in each of the last four quarters. The sustainability of the stock’s immediate reaction will depend substantially on management’s commentary during the earnings call. Despite the earnings beats, BILL shares have declined about 9.9% since the beginning of the year, compared with a 12.4% gain for the S&P 500. Investors will focus on whether the report leads to higher earnings expectations. Empirical research indicates that near-term stock performance is strongly correlated with earnings-estimate revisions. Before the release, BILL’s revision trend was unfavorable. Although revisions could change in the coming days, the current outlook corresponds to a Zacks Rank #4 (Sell), indicating expected near-term underperformance versus the market. Consensus estimates call for next-quarter EPS of $0.72 on revenue of $442.07 million, and current-fiscal-year EPS of $3.31 on revenue of $1.85 billion. Industry trends are another consideration. Internet - Software ranks in the top 36% of more than 250 Zacks industries; historically, the top 50% have outperformed the bottom 50% by more than 2 to 1. Zoom Communications (ZM), another company in the industry, is expected to report results for the quarter ended July 2026 on August 25. Analysts expect EPS of $1.50, down 2% year over year, and revenue of $1.27 billion, up 4.2%. Its consensus EPS estimate has been unchanged for 30 days. Zacks is also promoting its “7 Best Stocks for the Next 30 Days.”