BILL Stock Down 24%, Core Revenue Up 17%: Why a 14% Portfolio Bet Signals Conviction

Barington Companies Management acquired 325,000 additional BILL shares in the fourth quarter; the estimated transaction value was $16.70 million based on average quarterly prices. Meanwhile, the quarter-end position value rose by $17.83 million, reflecting both trading and stock price movement.

The Motley Fool • Feb 16, 2026

BILL to Participate in Upcoming Investor Conferences

SAN JOSE, Calif.--(BUSINESS WIRE)--BILL (NYSE: BILL), the intelligent finance platform trusted by half a million businesses to manage, move and maximize their money, announced today its participation in the following conferences: Susquehanna Technology Conference in New York on Thursday, February 26, 2026 Morgan Stanley Technology, Media & Telecom Conference in San Francisco on Tuesday, March 3, 2026 Management will participate in a fireside chat at 10:45 a.m. PST Wolfe FinTech Forum in New.

Business Wire • Feb 12, 2026

Baron Financials ETF Q4 2025 Portfolio Activity

During the quarter, the Fund invested in Morgan Stanley, a leading global investment bank and wealth management firm. The Fund also participated in the IPO of Neptune Insurance Holdings Inc., the leading underwriter of private flood insurance. We trimmed Guidewire Software, Inc. on strength to manage exposure to the volatile software sector.

Seeking Alpha • Feb 9, 2026

BILL Holdings, Inc. (BILL) Q2 2026 Earnings Call Transcript

BILL Holdings, Inc. (BILL) Q2 2026 Earnings Call Transcript

Seeking Alpha • Feb 6, 2026

BILL Holdings Q2 Earnings Beat Estimates on Core Strength & Higher TPV

BILL's Q2 earnings and revenues beat forecasts as strong transaction growth and rising payment volumes drive momentum.

Zacks Investment Research • Feb 6, 2026

BILL Holdings: Muscle Past AI Fears And Buy This Stock For Value

BILL Holdings defies AI disruption fears and macro headwinds, delivering a Q2 beat and raising guidance for FY26. BILL's valuation is compelling at 2.2x EV/FY26 revenue and 16.9x FY26 P/E, with double-digit growth and strong gross margins. The platform's stickiness is evident as TPV and customer base expand, supporting resilient subscription revenue despite SMB sector challenges.

Seeking Alpha • Feb 6, 2026

BILL Reports Second Quarter Fiscal Year 2026 Financial Results

SAN JOSE, Calif.--(BUSINESS WIRE)--BILL (NYSE: BILL), the intelligent finance platform trusted by half a million businesses to manage, move and maximize their money, today announced financial results for the second fiscal quarter ended December 31, 2025. “We delivered a strong Q2, with a significant beat on revenue and profitability, and continued our track record of rapid innovation,” said René Lacerte, BILL CEO and Founder. “With a leading position in a large market, strong brand recognition,.

Business Wire • Feb 5, 2026

BILL Holdings (BILL) Beats Q2 Earnings and Revenue Estimates

BILL Holdings (BILL) came out with quarterly earnings of $0.64 per share, beating the Zacks Consensus Estimate of $0.56 per share. This compares to earnings of $0.56 per share a year ago.

Zacks Investment Research • Feb 5, 2026

Here's What Key Metrics Tell Us About BILL Holdings (BILL) Q2 Earnings

Although the revenue and EPS for BILL Holdings (BILL) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Zacks Investment Research • Feb 6, 2026

Seeking Clues to BILL Holdings (BILL) Q2 Earnings? A Peek Into Wall Street Projections for Key Metrics

Beyond analysts' top-and-bottom-line estimates for BILL Holdings (BILL), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended December 2025.

Zacks Investment Research • Feb 3, 2026