Dec 28, 2025 • Yahoo Finance
SOMEWHAT-BULLISH
BILL Stock Down 38% This Past Year but One Investor Just Stepped In With a $4 Million Position
Totem Point Management established a new position in BILL Holdings (NYSE:BILL) during the third quarter, acquiring 71,225 shares valued at approximately $3.77 million. This investment comes despite BILL's stock being down 38% over the past year, significantly underperforming the S&P 500. The Motley Fool suggests this move signals confidence in BILL's underlying business, which continues to scale with increasing revenue and payment volume, indicating it may be a discounted opportunity rather than a structural decline.
Dec 26, 2025 • Benzinga
SOMEWHAT-BULLISH
Alpha Buying: Inside the Portfolios of Elite Investors - Part 4
This article, part of the "Alpha Buying" series, spotlights Elliott Investment Management's unique investment strategy, focusing on enforcing contracts, controlling downside risk, and leveraging capital structure inefficiencies to force value. It examines how Elliott's approach, from sovereign debt to corporate activism, prioritizes financial realities and legal rights over market sentiment. The piece details Elliott's current holdings in companies like Uniti Group, BILL Holdings, PepsiCo, Oxford Lane Capital, and Seadrill, illustrating how their investments aim to unlock trapped value through strategic pressure rather than speculative growth.
Dec 24, 2025 • MarketBeat
NEUTRAL
Assenagon Asset Management S.A. Reduces Stake in BILL Holdings, Inc. $BILL
Assenagon Asset Management S.A. significantly reduced its stake in BILL Holdings, Inc. by 41.9% in the third quarter, selling 34,619 shares and retaining 48,071 shares valued at $2.55 million. Despite beating Q3 earnings and revenue estimates, BILL Holdings currently holds a "Hold" consensus rating from MarketBeat with an average target price of $58.86. The company's board has approved a $300 million share buyback program, though a senior vice president recently sold a portion of her shares.
Dec 22, 2025 • Sahm
NEUTRAL
Does BILL (BILL) Leadership Turnover Quietly Recast Its Long‑Term Fintech Growth Narrative?
BILL Holdings, Inc. recently announced leadership changes, including the upcoming resignation of Senior Vice President Germaine Cota and the appointment of CFO Natalie Derse to the board. These changes adjust financial oversight but do not significantly alter the company's investment narrative, which remains heavily influenced by macroeconomic conditions affecting small and midsize businesses. The core challenge for BILL remains balancing its automation growth opportunity with its reliance on transaction and float-driven revenue in a macro-sensitive environment.
Dec 22, 2025 • Simply Wall Street
NEUTRAL
Does BILL (BILL) Leadership Turnover Quietly Recast Its Long‑Term Fintech Growth Narrative?
BILL Holdings, Inc. recently announced leadership changes, including the resignation of SVP of Finance & Accounting Germaine Cota and the appointment of CFO Natalie Derse to the board. Despite these internal shifts, the article suggests that macroeconomic conditions, particularly affecting small-to-midsize businesses (SMBs) and payment volumes, remain the primary drivers of BILL's investment narrative. While the board appointment may support execution in AI-enabled automation and embedded finance, the core risks tied to SMB spending and rate-driven float income persist.
Dec 22, 2025 • Simply Wall Street
NEUTRAL
Does BILL (BILL) Leadership Turnover Quietly Recast Its Long‑Term Fintech Growth Narrative?
BILL Holdings, Inc. has announced leadership changes, including the resignation of Germaine Cota and the appointment of Natalie Derse to the board. While these changes impact financial and governance oversight, the company's investment narrative remains heavily influenced by macroeconomic factors affecting growth-oriented fintech. The article discusses how these shifts, particularly the increased board-level financial expertise, might support execution but do not remove core risks related to SMB spending and rate-driven float income for BILL's transaction-heavy model.