Latest news with #Bill.com
Yahoo
14-07-2025
- Business
- Yahoo
Bill.com (BILL) Stock Is Up, What You Need To Know
Shares of payments and billing software maker (NYSE:BILL) jumped 4.2% in the afternoon session after the recently passed "One Big, Beautiful Bill" is seen as a positive for the company's core small and medium-sized business (SMB) customers. The sweeping tax reform package includes several provisions aimed at supporting smaller companies, such as making the small business deduction permanent and renewing incentives for research and development. provides a financial operations platform primarily for SMBs, helping them manage payments, billing, and expenses. The positive macro-economic tailwind from the new legislation could lead to a healthier environment for these businesses. An improved financial outlook for SMBs may translate into increased spending on technology and software, potentially boosting demand for platform as companies invest in tools to automate and scale their operations. After the initial pop the shares cooled down to $46.38, up 3.7% from previous close. Is now the time to buy Access our full analysis report here, it's free. shares are extremely volatile and have had 31 moves greater than 5% over the last year. In that context, today's move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business. is down 44.8% since the beginning of the year, and at $46.38 per share, it is trading 52.4% below its 52-week high of $97.41 from December 2024. Investors who bought $1,000 worth of shares 5 years ago would now be looking at an investment worth $559.34. Today's young investors likely haven't read the timeless lessons in Gorilla Game: Picking Winners In High Technology because it was written more than 20 years ago when Microsoft and Apple were first establishing their supremacy. But if we apply the same principles, then enterprise software stocks leveraging their own generative AI capabilities may well be the Gorillas of the future. So, in that spirit, we are excited to present our Special Free Report on a profitable, fast-growing enterprise software stock that is already riding the automation wave and looking to catch the generative AI next. Sign in to access your portfolio
Yahoo
13-06-2025
- Business
- Yahoo
Oxford Industries, Sherwin-Williams, Bill.com, Etsy, and Monday.com Stocks Trade Down, What You Need To Know
A number of stocks fell in the afternoon session after the major indices pulled back (Nasdaq -1.3%, S&P 500 -1.1%) as Israel carried out significant strikes on Iranian nuclear and military sites, dramatically escalating fears of a broader conflict in the Middle East. This development has sent crude oil prices surging, as investors fear potential disruptions to global oil supply and a wider regional conflict. The conflict intensified market anxiety, compounding volatility, especially in risk assets like stocks, and prompting a pronounced shift toward safe-haven assets. The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks. Among others, the following stocks were impacted: Apparel and Accessories company Oxford Industries (NYSE:OXM) fell 7.5%. Is now the time to buy Oxford Industries? Access our full analysis report here, it's free. Building Materials company Sherwin-Williams (NYSE:SHW) fell 5.6%. Is now the time to buy Sherwin-Williams? Access our full analysis report here, it's free. Finance and Accounting Software company (NYSE:BILL) fell 5.3%. Is now the time to buy Access our full analysis report here, it's free. Online Marketplace company Etsy (NASDAQ:ETSY) fell 6.3%. Is now the time to buy Etsy? Access our full analysis report here, it's free. Project Management Software company (NASDAQ:MNDY) fell 5.4%. Is now the time to buy Access our full analysis report here, it's free. Oxford Industries's shares are very volatile and have had 20 moves greater than 5% over the last year. In that context, today's move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business. The previous big move we wrote about was 1 day ago when the stock dropped 11.6% on the news that the company reported weak first-quarter 2025 results, as it dropped its full-year sales and earnings per share forecast. Taking a closer look at the quarter, revenue fell 1.3% year-on-year, with a big drop in sales at Johnny Was and a smaller dip at Tommy Bahama, which together erased gains at Lilly Pulitzer. Margins took a hit, too, due to a rise in shipping costs, deeper discounts to clear old inventory, and a greater share of lower-margin wholesale sales. Higher costs from running more stores pushed expenses up, crimping operating margin. As a result, EPS fell compared to the previous year. The company lowered its full-year forecast, expecting sales to shrink slightly, hurt by rising tariffs (including $40 million in additional tariff costs). Overall, it was a weak quarter, with falling margins, declining sales, and lowered guidance all pointing to a tougher road ahead. Oxford Industries is down 49.6% since the beginning of the year, and at $39.57 per share, it is trading 62.8% below its 52-week high of $106.50 from July 2024. Investors who bought $1,000 worth of Oxford Industries's shares 5 years ago would now be looking at an investment worth $924.20. Today's young investors likely haven't read the timeless lessons in Gorilla Game: Picking Winners In High Technology because it was written more than 20 years ago when Microsoft and Apple were first establishing their supremacy. But if we apply the same principles, then enterprise software stocks leveraging their own generative AI capabilities may well be the Gorillas of the future. So, in that spirit, we are excited to present our Special Free Report on a profitable, fast-growing enterprise software stock that is already riding the automation wave and looking to catch the generative AI next. Sign in to access your portfolio
Yahoo
13-06-2025
- Business
- Yahoo
2 of Wall Street's Favorite Stocks to Consider Right Now and 1 to Keep Off Your Radar
Wall Street is overwhelmingly bullish on the stocks in this article, with price targets suggesting significant upside potential. However, it's worth remembering that analysts rarely issue sell ratings, partly because their firms often seek other business from the same companies they cover. At StockStory, we look beyond the headlines with our independent analysis to determine whether these bullish calls are justified. That said, here are two stocks where Wall Street's excitement appears well-founded and one where its enthusiasm might be excessive. Consensus Price Target: $56 (36.1% implied return) Playing a significant role in the development of the hydraulic lift truck, Hyster-Yale (NYSE:HY) designs, manufactures, and sells materials handling equipment to various sectors. Why Do We Think Twice About HY? Annual revenue growth of 5.1% over the last five years was below our standards for the industrials sector Estimated sales decline of 5.1% for the next 12 months implies a challenging demand environment Poor free cash flow margin of 0.5% for the last five years limits its freedom to invest in growth initiatives, execute share buybacks, or pay dividends Hyster-Yale Materials Handling's stock price of $41.14 implies a valuation ratio of 4.6x forward EV-to-EBITDA. Check out our free in-depth research report to learn more about why HY doesn't pass our bar. Consensus Price Target: $62.18 (41.9% implied return) Started by René Lacerte in 2006 after selling his previous payroll and accounting software company PayCycle to Intuit, (NYSE:BILL) is a software as a service platform that aims to make payments and billing processes easier for small and medium-sized businesses. Why Could BILL Be a Winner? Billings growth has averaged 15.3% over the last year, indicating a healthy pipeline of new contracts that should drive future revenue increases Software is difficult to replicate at scale and results in a top-tier gross margin of 84.5% User-friendly software enables clients to ramp up spending quickly, leading to the speedy recovery of customer acquisition costs is trading at $43.81 per share, or 2.8x forward price-to-sales. Is now the time to initiate a position? See for yourself in our full research report, it's free. Consensus Price Target: $96.71 (38.1% implied return) Initially in the defense industry, Griffon (NYSE:GFF) is a now diversified company specializing in home improvement, professional equipment, and building products. Why Are We Positive On GFF? Operating margin improvement of 7.8 percentage points over the last five years demonstrates its ability to scale efficiently Additional sales over the last five years increased its profitability as the 32.6% annual growth in its earnings per share outpaced its revenue Free cash flow margin grew by 10 percentage points over the last five years, giving the company more chips to play with At $70.01 per share, Griffon trades at 11.7x forward P/E. Is now a good time to buy? Find out in our full research report, it's free. Market indices reached historic highs following Donald Trump's presidential victory in November 2024, but the outlook for 2025 is clouded by new trade policies that could impact business confidence and growth. While this has caused many investors to adopt a "fearful" wait-and-see approach, we're leaning into our best ideas that can grow regardless of the political or macroeconomic climate. Take advantage of Mr. Market by checking out our Top 9 Market-Beating Stocks. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-micro-cap company Tecnoglass (+1,754% five-year return). Find your next big winner with StockStory today for free. Find your next big winner with StockStory today. Find your next big winner with StockStory today. Sign in to access your portfolio
Yahoo
10-06-2025
- Business
- Yahoo
BILL Q1 Earnings Call: New Product Suites and Cautious Near-Term Outlook Shape 2025 Strategy
Payments and billing software maker (NYSE:BILL) reported Q1 CY2025 results beating Wall Street's revenue expectations , with sales up 10.9% year on year to $358.2 million. On the other hand, next quarter's revenue guidance of $375.5 million was less impressive, coming in 1.8% below analysts' estimates. Its non-GAAP profit of $0.50 per share was 33.7% above analysts' consensus estimates. Is now the time to buy BILL? Find out in our full research report (it's free). Revenue: $358.2 million vs analyst estimates of $355.4 million (10.9% year-on-year growth, 0.8% beat) Adjusted Operating Income: $53.3 million vs analyst estimates of $41.32 million (14.9% margin, 29% beat) Revenue Guidance for Q2 CY2025 is $375.5 million at the midpoint, below analyst estimates of $382.3 million Management raised its full-year Adjusted EPS guidance to $2.08 at the midpoint, a 8.1% increase Operating Margin: -8.1%, in line with the same quarter last year Customers: 488,600 Market Capitalization: $4.7 billion latest quarterly performance was shaped by continued expansion into larger business accounts, rollout of advanced features for complex financial operations, and increased adoption of its supplier solutions. CEO Rene Lacerte emphasized how recent product introductions—such as multi-entity management and procurement tools—are driving productivity gains for customers and opening new mid-market opportunities. Management pointed to 'disciplined execution' and advances in automation as key contributors to profitability. Additionally, the company reported a notable uptick in customer adoption driven by its accounting channel, with net new adds in this segment rising by over 60% year-over-year. Lacerte also highlighted early traction in the company's AI investments, explaining that these tools are streamlining tasks and delivering efficiencies to both and its small and midsize business customers. Looking ahead, management flagged a more cautious outlook due to emerging headwinds in small and midsize business spending patterns and uncertainty in the macroeconomic environment. CFO John Rettig explained that the firm is 'navigating a more challenging near-term business climate,' citing early signals of reduced transaction volumes and lower discretionary spending among clients. Lacerte stated, 'I don't think SMBs have seen this much uncertainty since the beginning of COVID,' noting that clients are closely managing expenses. While the company expects some positive impact from recent price increases and continued product adoption, management acknowledged that shifting trade policies and economic volatility could constrain near-term growth, particularly in payment volumes and monetization. plans to balance investment in innovation with operational efficiency as it adapts to these market conditions. Management attributed the quarter's growth to new product introductions for larger businesses, improvements in supplier solutions, and a broadened distribution ecosystem through accounting firms and technology partners. Larger business product suite: The launch of advanced solutions—such as multi-entity management and procurement—allowed to address more complex needs, expanding its reach into mid-market and larger businesses. Early customer testimonials highlighted substantial productivity improvements. Supplier experience enhancements: New supplier-focused offerings, including a beta advanced ACH product, were introduced to simplify payment reconciliation for large suppliers. The company reported strong demand and expects broader rollout over the next several quarters. Ecosystem expansion: grew its network with over 9,000 accounting firms now offering its platform, helping drive significant client adoption. Net adds from the accounting channel rose more than 60% year-over-year, reflecting the success of this distribution strategy. AI investment acceleration: Management highlighted increased investment in AI-powered automation to streamline financial operations for small businesses. Early results included improved efficiency and cost savings for both customers and operations. Spend and expense solution growth: The Divvy spend and expense management solution continued to gain traction, with card payment volume up 22% year-over-year. Card spend rose in travel, entertainment, and retail categories, though management remains cautious about discretionary spend in the near term. Management expects near-term performance to be shaped by SMB spending caution, continued product adoption, and the impact of updated pricing strategies. SMB spending trends: Management cited early signs of reduced transaction frequency and spending among small and midsize businesses, attributing these trends to heightened economic uncertainty and possible impacts from trade policies. This cautious spending environment may moderate growth in payment volumes in the next quarter. Pricing and monetization initiatives: recently implemented price increases for ACH and check payments, with the full effect expected in the coming year. Management expects these changes, along with ongoing enhancements in product bundling, to drive higher average revenue per user over time. AI and new product adoption: The company is investing heavily in AI-powered finance agents and automation, aiming to streamline back-office operations for customers. Management believes these innovations will support long-term growth by increasing customer efficiency and expanding the platform's value proposition, even as near-term adoption is still in early stages. In the coming quarters, the StockStory team will monitor (1) the extent to which SMB spending patterns stabilize or further weaken, (2) the adoption rate and revenue contribution from new products like advanced ACH and procurement, and (3) the realized impact of pricing changes on overall monetization. Additionally, we will watch for updates on AI-driven automation and its measurable effect on customer productivity and operational efficiency. currently trades at a forward price-to-sales ratio of 2.9×. At this valuation, is it a buy or sell post earnings? See for yourself in our full research report (it's free). Donald Trump's victory in the 2024 U.S. Presidential Election sent major indices to all-time highs, but stocks have retraced as investors debate the health of the economy and the potential impact of tariffs. While this leaves much uncertainty around 2025, a few companies are poised for long-term gains regardless of the political or macroeconomic climate, like our Top 6 Stocks for this week. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-micro-cap company Tecnoglass (+1,754% five-year return). Find your next big winner with StockStory today. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
10-06-2025
- Business
- Yahoo
Q1 Earnings Highlights: Bill.com (NYSE:BILL) Vs The Rest Of The Finance and HR Software Stocks
The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let's take a look at how finance and hr software stocks fared in Q1, starting with (NYSE:BILL). Organizations are constantly looking to improve organizational efficiencies, whether it is financial planning, tax management or payroll. Finance and HR software benefit from the SaaS-ification of businesses, large and small, who much prefer the flexibility of cloud-based, web-browser delivered software paid for on a subscription basis than the hassle and expense of purchasing and managing on-premise enterprise software. The 13 finance and HR software stocks we track reported a satisfactory Q1. As a group, revenues beat analysts' consensus estimates by 1.4% while next quarter's revenue guidance was 1.2% below. Thankfully, share prices of the companies have been resilient as they are up 5.7% on average since the latest earnings results. Started by René Lacerte in 2006 after selling his previous payroll and accounting software company PayCycle to Intuit, (NYSE:BILL) is a software as a service platform that aims to make payments and billing processes easier for small and medium-sized businesses. reported revenues of $358.2 million, up 10.9% year on year. This print exceeded analysts' expectations by 0.8%. Overall, it was a strong quarter for the company with EPS guidance for next quarter exceeding analysts' expectations and a solid beat of analysts' EBITDA estimates. The stock is down 4.1% since reporting and currently trades at $45.59. We think is a good business, but is it a buy today? Read our full report here, it's free. Originally created to process international tuition payments for universities, Flywire (NASDAQ:FLYW) is a cross border payments processor and software platform focusing on complex, high-value transactions like education, healthcare and B2B payments. Flywire reported revenues of $133.5 million, up 17% year on year, outperforming analysts' expectations by 5%. The business had a very strong quarter with a solid beat of analysts' EBITDA estimates. Flywire delivered the biggest analyst estimates beat among its peers. The market seems content with the results as the stock is up 2% since reporting. It currently trades at $10.25. Is now the time to buy Flywire? Access our full analysis of the earnings results here, it's free. Holding close ties to American Express, Global Business Travel (NYSE:GBTG) is a comprehensive travel and expense management services provider to corporations worldwide. Global Business Travel reported revenues of $621 million, up 1.8% year on year, falling short of analysts' expectations by 1.9%. It was a disappointing quarter as it posted full-year EBITDA guidance missing analysts' expectations. Global Business Travel delivered the weakest performance against analyst estimates and slowest revenue growth in the group. As expected, the stock is down 3.6% since the results and currently trades at $6.64. Read our full analysis of Global Business Travel's results here. Founded by payroll software veteran Steve Sarowitz in 1997, Paylocity (NASDAQ:PCTY) is a provider of payroll and HR software for small and medium-sized enterprises. Paylocity reported revenues of $454.5 million, up 13.3% year on year. This print beat analysts' expectations by 2.9%. It was a very strong quarter as it also put up an impressive beat of analysts' EBITDA estimates. The stock is down 4.2% since reporting and currently trades at $186.12. Read our full, actionable report on Paylocity here, it's free. Founded in 2010, Workiva (NYSE:WK) offers software as a service product that makes financial and compliance reporting easier, especially for publicly traded corporations. Workiva reported revenues of $206.3 million, up 17.4% year on year. This result surpassed analysts' expectations by 1.1%. Taking a step back, it was a satisfactory quarter as it also logged an impressive beat of analysts' EBITDA estimates but EPS guidance for next quarter missing analysts' expectations. The company added 24 enterprise customers paying more than $100,000 annually to reach a total of 2,079. The stock is down 6.4% since reporting and currently trades at $69.55. Read our full, actionable report on Workiva here, it's free. As a result of the Fed's rate hikes in 2022 and 2023, inflation has come down from frothy levels post-pandemic. The general rise in the price of goods and services is trending towards the Fed's 2% goal as of late, which is good news. The higher rates that fought inflation also didn't slow economic activity enough to catalyze a recession. So far, soft landing. This, combined with recent rate cuts (half a percent in September 2024 and a quarter percent in November 2024) have led to strong stock market performance in 2024. The icing on the cake for 2024 returns was Donald Trump's victory in the U.S. Presidential Election in early November, sending major indices to all-time highs in the week following the election. Still, debates around the health of the economy and the impact of potential tariffs and corporate tax cuts remain, leaving much uncertainty around 2025. Want to invest in winners with rock-solid fundamentals? Check out our 9 Best Market-Beating Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
