8-K ·Filed May 7, 2026

BILL

BILL Holdings, Inc.
NEUTRAL
Impact 5/10
Horizondays Processed4mo ago SEC0001628280-26-032064
Killer combo: Earnings + restructuring announcement
Actionable Insight • Neutral

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

DirectionNeutral
Confidencelow
Horizondays
Final — all horizons settled through T+60d
BILL ▲ +16.11% at T+60d
NEUTRAL call ✓ call won +16.11% · α vs SPY +11.27% · entry $41.83 → $48.57
Entry anchored
May 7, 03:59 PM ET
via exchange tick
T+1d
-0.79%
call -0.79% · α -1.02%
$41.50
settled 5mo ago
T+5d
-5.59%
call -5.59% · α -7.06%
$39.49
settled 5mo ago
T+20d
-14.01%
call -14.01% · α -14.03%
$35.97
settled 4mo ago
T+60d
+16.11%
call +16.11% · α +11.27%
$48.57
settled 8w ago

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

Financial Impact

Unknown

Risk Factors

  • Analysis may be incomplete

Market Snapshot

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

Investment Themes

Fintech & Payments

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
7 reports for BILL
Performance horizon
75% Hit rate 3 of 4 directional calls best @ T+5▲ +8.96%May 29, 2026
Filters
Rows
Reports for BILL — sortable, filterable
TypeNow
Sep 4, 2026
28d ago
Insider Cluster
BEARISH ★ 5/10
$47.60 $49.96▼ −4.96%▼ −6.08%$43.62 (+8.36%)
Sep 1, 2026
4w ago
Insider Cluster
NEUTRAL ★ 2/10
$47.62 $47.94▲ +0.67%▲ +0.59%$43.62 (−8.40%)
Aug 31, 2026
4w ago
3
BULLISH ★ 6/10
$47.62 $47.94▲ +0.67%▲ +0.59%$43.62 (−8.40%)
Aug 12, 2026
7w ago
Institutional Cluster
MIXED ★ 5/10
$48.70 $47.71▼ −2.03%▼ −1.59%$43.62 (−10.43%)
Jun 12, 2026
16w ago
Institutional Cluster
BEARISH ★ 5/10
$33.18 $32.47▲ +2.14%▲ +2.81%$43.62 (−31.46%)
May 29, 2026
17w ago
144
BEARISH ★ 5/10
$39.51 $35.97▲ +8.96%▲ +6.21%$43.62 (−10.40%)
May 7, 2026
21w ago
8-K
NEUTRAL ★ 5/10
$41.83 $39.49▼ −5.59%▼ −7.06%$43.62 (+4.28%)
Showing 7 of 7

US Market Status

Market Closed — Opens Mon (64h 9m)

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