Though many stocks experienced significant downside this summer as investors sold off risky assets on geopolitical concerns and worries that interest rates weren't going to decline quickly enough, many of those fears have since subsided, leading to broad rebounds, especiallyWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the indus ...

BILL Holdings (BILL) appears an attractive pick given a noticeable improvement in the company's earnings outlook. The stock has been a strong performer lately, and the momentum might continue with analysts still raising their earnings estimates for the company.The upward trend in estimate revisions for this payment processing software company reflects growing optimism of analysts on its earnings prospects, which should get reflected in its stock price. After all, empirical research shows a strong correlatio ...

Momentum investing revolves around the idea of following a stock's recent trend in either direction. In the 'long' context, investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Even though momentum is a popular stock char ...

公司业务概念 - 公司的概念是将公司的后端财务运营数字化并连接起来以帮助企业更轻松地工作降低成本并获取数据其平台可处理各种财务功能如应付应收和支出管理 [2] 公司发展阻碍 - 像许多年轻且具有颠覆性的公司一样公司有好的想法但有效且盈利地扩大规模需要时间尤其在许多公司习惯传统运营方式时公司的努力受到阻碍随着通货膨胀加剧公司削减开支这使得公司更难扩大规模并盈利过去几年收入增长减速 [3] 公司核心营收来源 - 公司有两个核心营收来源一是向客户出售平台订阅服务二是通过其庞大的金融机构网络处理业务量来获取大部分营收整个连接概念只有在公司平台接入客户所需的各种机构时才能发挥作用这样所有金融交易都能在公司平台上进行且任何更新都会立即录入所有记录 [4] 公司客户与网络成员情况 - 截至2025财年第一季度末(9月31日)公司有476000个客户使用其服务和710万个网络成员公司的净美元留存率为92%这意味着客户对公司的服务感到满意网络成员包括各类金融合作伙伴如美国银行美国运通以及会计师事务所等 [5] 公司目标客户 - 公司的价值主张主要面向仍在从电子表格纸笔等繁琐解决方案转向数字化的小企业同时也在瞄准已经在线但仍需繁琐连接的企业业务 [6] 公司盈利情况 - 2025财年第一季度营收同比增长18%管理层预计全年营收将增长12% - 13%盈利方面有改善第一季度净收入为正尽管营业收入仍为负管理层预计第二季度和全年的营业净收入为正公司似乎正在走向盈利 [7][8] 公司估值情况 - 公司股票的远期一年市盈率为44市销率为7对于一家处于增长模式且盈利能力不断增强的公司来说这可能是合理的公司仍有多年时间来获取客户并增加业务量 [11] 公司投资建议 - 目前不能轻易投资公司在走向盈利的同时增长放缓仍存在风险公司有可能继续高效地发展业务并随着时间的推移回报投资者但这只适合风险承受能力强的投资者 [12]

This software company has barely scratched the surface of its enormous addressable market.Bill.com (BILL -1.96%) is an enterprise software company that helps small and mid-sized businesses (SMBs) streamline their bookkeeping and expense management workflows. Its stock came public in December 2019 at $22 per share, and in less than two years, it had soared 1,418% to an all-time high of $334.Capital was cheap back then thanks to historically low interest rates, so Bill invested heavily in growing its customer ...

公司股价表现 - 比尔控股公司（Bill Holdings）股价在季度更新好于预期后大幅攀升，撰写本文时股价为每股90美元，过去一个月上涨61%达到52周新高[1] - 尽管股价有所回升，但仍比2021年11月创下的342.26美元的峰值低70%[1] 公司业务情况 - 公司是面向中小企业（SMBs）基于云的会计解决方案的领导者，平台专门从事自动化财务操作以简化关键任务[3] - 公司技术的一个关键组成部分是人工智能（AI）和机器学习能力，这一能力消除了工作流程中的数据输入，目前公司拥有超过476000名现有客户[4] - 近年来增长放缓且高支出对盈利造成压力，这是其股价从疫情时期的历史高点大幅下跌的原因[4] 公司近期财报情况 - 2025财年第一季度（截至9月30日），公司报告总收入同比增长18%，调整后每股收益（EPS）为0.63美元，高于去年同期的0.44美元，结果远超华尔街平均预期[5] - 本季度处理的交易数量比去年增加了16%，包括创纪录的800亿美元总支付额[6] - 公司将2025年全年总收入增长预期从之前的11%中点预测上调至12% - 13%，还将全年调整后每股收益预期从之前的1.36 - 1.61美元上调至1.65 - 1.83美元[7] - 与2024财年的2.12美元相比，2025年的每股收益目标有所下降，因为公司增加了资本支出[8] 公司发展前景 - 公司独特地暴露于中小企业的运营环境中，随着利率下降，宏观经济状况有望保持弹性并可能增强，这对公司来说是个好消息[9] - 公司的目标客户群有望扩大并投资于商业生产力工具，股票的乐观情况是，在这些增长和盈利的顺风因素下，业绩将超出预期，公司的基本面得到潜在自由现金流和稳健资产负债表的进一步支持[10] - 以过去一年2.91亿美元的自由现金流计算，比尔股票的价格与自由现金流比率为33倍，与Intuit、SAP和Oracle等拥有更高自由现金流倍数的大型财务管理软件公司相比，该估值指标处于折价状态，这表明比尔公司仍被低估，未来几年现金流和收益有加速增长的空间[11] 投资建议 - 公司似乎终于在财务状况上趋于稳定，这可能仍处于持续好转的早期阶段，明年此时股价可能会高得多，投资者现在有很好的机会以低于100美元的价格买入公司股票以补充多元化投资组合[12]

Financial stocks continued to rise following the election.Shares of Bill Holdings (BILL 11.10%) were among the winners Monday. The software company that specializes in back-office accounting and payments for small and medium-sized businesses (SMBs) continued to gain following last Friday's pop on a better-than-expected earnings report. The stock seemed to benefit from a broader upward trend in fintech stocks today.As a result, Bill finished up 11.1% on Monday. Bill is suddenly in rally modeBill, the owner o ...

The company closed the business week with a very impressive earnings report.As the stock-trading week came to a close, Bill Holdings (BILL 17.31%) saw its shares zoom well higher on the fintech's latest news. Specifically, the company published its latest-earnings release, which featured several impressive developments. The stock closed the day up more than 17% in price, far outpacing the S&P 500 index's 0.4% gain.The core comes throughBill Holdings' news hit the headlines just after market close Thursday, ...

BILL Holdings (BILL) reported earnings of 63 cents per share in the first quarter of fiscal 2025, beating the Zacks Consensus Estimate by 28.57% and increasing 43.2% year over year.Revenues of $358.5 million increased 17.5% year over year and surpassed the consensus mark by 3.01%. The top line was driven by 18.8% growth in BILL’s core revenues.The company processed $79.9 billion in total payment volume (TPV) in the reported quarter, increasing 13.8% year over year. This included $72.8 billion in TPV in its ...

Bill Holdings revenue and earnings exceeded management's expectations for the first quarter of its fiscal 2025.Bill Holdings (BILL 16.78%), a leading platform provider for automated financial operations for small and midsize businesses (SMBs), released its earnings report for the first quarter of its fiscal 2025 on Nov. 7, 2024. For the period, which ended Sept. 30, the company reported total revenue of $358.5 million, surpassing management's guidance range of $346 million to $351 million. Core revenue jump ...