For the fiscal first quarter ending September 30, 2026, analysts expect Bill Com Holdings to report consensus revenue of $0.44 billion and EPS of $0.63, with the current stock price of $48.47 trading below the average analyst target of $56.92.
Investors are primarily focused on the recovery of net new customer additions following a major sales reorganization intended to streamline small-business acquisitions. This report is the first to implement a new card-rewards accounting presentation, which reduces headline revenue figures but is expected to leave operating margins intact. Market participants are also looking for signs that the company's shift toward consumption-based pricing for its AI agents is beginning to offset broader macroeconomic headwinds in the SMB sector.