Bill.com Holdings Inc.

Bill.com authorized a $1 billion share repurchase program and repurchased $300 million in Q4 2026, with about $400 million remaining under the authorization. The company has reached GAAP profitability (net income of $24 million in fiscal 2025) and is shifting toward AI-driven efficiency, but revenue growth slowed to 14% in fiscal 2026 and management cut about 30% of the workforce. Investors face trade-offs between improving margins and execution, customer-support risks, and stronger competition from fintech rivals. » Plus sur finance.yahoo.com

Bill.com reported adjusted EPS of $0.84 (consensus $0.70) and revenue of $436.2m (consensus ~$430.4m). Non-GAAP operating income rose 80% to $101.6m and the operating margin increased to 23%. Management announced a $300m share repurchase program and issued a FY27 non-GAAP EPS guide of $3.56–$3.79, above analyst consensus. The near-term revenue guide for the coming quarter is slightly below market expectations. The news pushed the stock significantly higher in premarket trading. » Plus sur de.investing.com

Bill.com reported an adjusted EPS of $0.84 and revenue of $436.2 million for Q4 FY2026, both above expectations, and an operating non-GAAP result that rose 80% to $101.6 million. Management announced a $300 million share repurchase program and forecasts a non-GAAP EPS for FY2027 of $3.56–$3.79, well above consensus. The near-term revenue guidance for the next quarter was slightly below analysts' estimates and the number of active business customers fell to 479,300. » Plus sur de.investing.com