[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"app-context":3,"blog-bill-holdings-raises-full-year-guidance-after-strong-q2-earnings-beat-EN":222},{"languages":4,"categories":41,"products":125,"competitors":149},[5,9,13,17,21,25,29,33,37],{"name":6,"code":7,"id":8},"English","EN","TGFuZ3VhZ2U6ZW4=",{"name":10,"code":11,"id":12},"Español","ES","TGFuZ3VhZ2U6ZXM=",{"name":14,"code":15,"id":16},"Português","PT","TGFuZ3VhZ2U6cHQ=",{"name":18,"code":19,"id":20},"日本語","JA","TGFuZ3VhZ2U6amE=",{"name":22,"code":23,"id":24},"한국어","KO","TGFuZ3VhZ2U6a28=",{"name":26,"code":27,"id":28},"Deutsch","DE","TGFuZ3VhZ2U6ZGU=",{"name":30,"code":31,"id":32},"Italiano","IT","TGFuZ3VhZ2U6aXQ=",{"name":34,"code":35,"id":36},"Français","FR","TGFuZ3VhZ2U6ZnI=",{"name":38,"code":39,"id":40},"中文 (中国)","ZH","TGFuZ3VhZ2U6emg=",[42,73,104],{"icon":43,"slug":44,"title":45,"description":46,"featuredLinks":47},"mingcute:stock-line","stock-market-basics","Stock Market Basics","\u003Cp>Beginners' guides and practical tips for understanding stock market investing.\u003C\u002Fp>\n",[48,53,58,63,68],{"url":49,"title":50,"description":51,"ogImage":52},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-makes-stocks-go-up-and-down","What Makes Stocks Go Up and Down | TIKR.com","Understanding what makes stock prices go up and down can help investors better navigate investing. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-makes-stocks-go-up-and-down-banner\u002FWhat-makes-stocks-go-up-and-down-banner.jpg?_i=AA",{"url":54,"title":55,"description":56,"ogImage":57},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fdividend-yield-meaning-formula-example","Dividend Yield: Meaning, Formula, Example | Tikr.com Blog | TIKR.com","The dividend yield is a key metric for investors looking to gauge the income potential of their investments. It measures how much a company pays out in","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FDividend-yield\u002FDividend-yield.png?_i=AA",{"url":59,"title":60,"description":61,"ogImage":62},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fmarket-capitalization-definition-formula-and-why-it-matters","Market Capitalization: Definition, Formula, and Why It Matters | TIKR.com","Long-term investors often look at various valuation metrics when deciding whether to invest in a particular company. One helpful metric to evaluate is","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters.png?_i=AA",{"url":64,"title":65,"description":66,"ogImage":67},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fearnings-per-share-definition-formula-and-why-eps-matters","Earnings Per Share: Definition, Formula, and Why EPS Matters | TIKR.com","Earnings Per Share (EPS) represents the portion of a company's net earnings allocated to each share. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEPS-Defiinition-formula-and-why-EPS-matters-1\u002FEPS-Defiinition-formula-and-why-EPS-matters-1.png?_i=AA",{"url":69,"title":70,"description":71,"ogImage":72},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-stock-price-target","What Is a Stock Price Target? | TIKR.com","A price target is a stock's estimated future price. It can help investors quickly find undervalued stocks. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-Stock-Price-Target-2\u002FWhat-is-a-Stock-Price-Target-2.png?_i=AA",{"icon":74,"slug":75,"title":76,"description":77,"featuredLinks":78},"material-symbols:analytics-outline","fundamental-analysis","Fundamental Analysis","\u003Cp>In-depth resources and financial metrics to help you evaluate companies like a pro.\u003C\u002Fp>\n",[79,84,89,94,99],{"url":80,"title":81,"description":82,"ogImage":83},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fshare-repurchase-why-do-companies-buy-back-their-stock","Share Repurchase: Why Do Companies Buy Back Their Stock? | TIKR.com","Share repurchases, or share buybacks, have gained popularity in the last two decades. According to a report from Goldman Sachs, stock buybacks initiated","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e.png?_i=AA",{"url":85,"title":86,"description":87,"ogImage":88},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-invested-capital","What Is a Good Return on Invested Capital? | TIKR.com","Learning about Return on Invested Capital (ROIC) can help investors spot highly profitable stocks that can drive long-term returns. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-Invested-capital\u002FWhat-is-a-good-return-on-Invested-capital.png?_i=AA",{"url":90,"title":91,"description":92,"ogImage":93},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-equity-ratio","What is a Good Return on Equity Ratio | Tikr.com Blog | TIKR.com","Return on Equity (ROE) is a financial ratio that reflects a company's profitability in relation to the equity invested by shareholders. It basically","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-equity-ratio-1\u002FWhat-is-a-good-return-on-equity-ratio-1.jpg?_i=AA",{"url":95,"title":96,"description":97,"ogImage":98},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-p-e-ratio","What Is a Good P\u002FE Ratio? | TIKR.com","Financial analysts and investors look at various metrics before deciding whether a stock is a buy. One of the metrics is the price-to-earnings ratio (P\u002FE","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-PE-ratio-1\u002FWhat-is-a-good-PE-ratio-1.jpg?_i=AA",{"url":100,"title":101,"description":102,"ogImage":103},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Ftop-6-metrics-for-investing-in-reits","Top 6 Metrics for Investing in REITs | TIKR.com","Real estate has been one of the greatest asset classes for wealth creation in history, and investing in Real Estate Investment Trusts (REITs) can allow","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FGroup-10\u002FGroup-10.png?_i=AA",{"icon":105,"slug":106,"title":107,"description":108,"featuredLinks":109},"hugeicons:investigation","investing-lingo","Investing Lingo","\u003Cp>A comprehensive glossary of investing terms and jargon so you can speak the language of the markets confidently.\u003C\u002Fp>\n",[110,115,120],{"url":111,"title":112,"description":113,"ogImage":114},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fenterprise-value-definition-and-calculation","Enterprise Value: Definition and Calculation | Tikr.com Blog | TIKR.com","Enterprise value (EV) is a financial metric that offers a comprehensive snapshot of a company's total value. Unlike market capitalization which solely","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEnterprise-Value-Definition-and-Calculation_37576e40\u002FEnterprise-Value-Definition-and-Calculation_37576e40.png?_i=AA",{"url":116,"title":117,"description":118,"ogImage":119},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Febitda-definition-formula-how-to-use-it","EBITDA: Definition, Formula, How to Use It | TIKR.com","EBITDA stands for earnings before interest, taxes, depreciation and amortization. It's a financial metric commonly used to evaluate a company's financial","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEBITDA-Definition-Formula-How-to-Use-It\u002FEBITDA-Definition-Formula-How-to-Use-It.png?_i=AA",{"url":121,"title":122,"description":123,"ogImage":124},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-the-free-cash-flow-formula-and-why-does-it-matter","What is the Free Cash Flow Formula and Why Does It Matter | TIKR.com","Free cash flow, or FCF, is the cash a company generates after it accounts for outflows required to maintain business operations and support capital","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-the-free-cash-flow-formula\u002FWhat-is-the-free-cash-flow-formula.png?_i=AA",[126,130,134,137,141,145],{"slug":127,"modified":128,"title":129},"valuation-model-builder","2025-07-03T00:18:53","Value Stocks Quickly and Accurately",{"slug":131,"modified":132,"title":133},"stock-portfolio-tracking","2024-12-02T22:21:28","Monitor Your Portfolio",{"slug":75,"modified":135,"title":136},"2025-01-21T22:10:52","Instantly Analyze Companies with In-Depth Metrics",{"slug":138,"modified":139,"title":140},"stock-screener","2024-12-02T22:13:31","Find the Best Stocks to Buy",{"slug":142,"modified":143,"title":144},"investor-stock-portfolio","2025-01-21T22:02:56","Follow Investment Moves of Top Investors",{"slug":146,"modified":147,"title":148},"analyze-stocks","2025-07-23T16:04:24","Analyze Stocks",[150,154,158,162,166,170,174,178,182,186,190,194,198,202,206,210,214,218],{"slug":151,"title":152,"modified":153},"bloomberg","Bloomberg","2025-01-16T14:23:44",{"slug":155,"title":156,"modified":157},"morningstar","Morningstar","2025-01-16T14:25:16",{"slug":159,"title":160,"modified":161},"sentieo","Sentieo","2025-01-16T17:58:27",{"slug":163,"title":164,"modified":165},"googlefinance","Google Finance","2025-01-17T19:39:37",{"slug":167,"title":168,"modified":169},"tradingview","TradingView","2025-01-16T18:17:01",{"slug":171,"title":172,"modified":173},"factset","Factset","2025-01-16T18:20:16",{"slug":175,"title":176,"modified":177},"finviz","Finviz","2025-01-16T18:23:40",{"slug":179,"title":180,"modified":181},"ycharts","YCharts","2025-01-16T18:32:19",{"slug":183,"title":184,"modified":185},"marketbeat","MarketBeat","2025-03-11T00:27:23",{"slug":187,"title":188,"modified":189},"benzinga","Benzinga","2025-03-11T00:31:00",{"slug":191,"title":192,"modified":193},"gurufocus","Gurufocus","2025-03-11T00:31:12",{"slug":195,"title":196,"modified":197},"fast-graphs","FAST Graphs","2025-03-11T00:31:19",{"slug":199,"title":200,"modified":201},"tipranks","TipRanks","2025-03-11T00:31:26",{"slug":203,"title":204,"modified":205},"seeking-alpha","Seeking Alpha","2025-03-11T00:31:45",{"slug":207,"title":208,"modified":209},"thestreet","TheStreet","2025-03-11T00:31:52",{"slug":211,"title":212,"modified":213},"investing-com","Investing.com","2025-03-11T00:32:00",{"slug":215,"title":216,"modified":217},"zacks","Zacks","2025-03-26T15:40:40",{"slug":219,"title":220,"modified":221},"alphasense","AlphaSense","2025-03-11T00:32:15",{"post":223,"seo":258,"relatedPosts":264,"suggestedPosts":338},{"id":224,"title":225,"date":226,"modified":227,"excerpt":228,"content":229,"wordCount":230,"lang":231,"uri":232,"slug":233,"cloudinaryAssetId":234,"featuredImageOriginalUrl":235,"featuredImageMetadata":236,"author":238,"editor":244,"categories":249,"relatedPosts":255,"seo":256},102367,"BILL Holdings Raises Full-Year Guidance After Strong Q2 Earnings Beat","2026-04-21T14:50:00","2026-04-21T04:50:32","\u003Cp>BILL Holdings stock beat Q2 estimates with 17% core revenue growth, but the path to GAAP profitability is the real debate.\u003C\u002Fp>\n","\n\u003Ch2 class=\"wp-block-heading\">Key Stats\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>\u003Cstrong>Current price:\u003C\u002Fstrong> ~$40\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Q2 FY2026 core revenue:\u003C\u002Fstrong> $375M, +17% YoY\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Q2 FY2026 non-GAAP operating margin:\u003C\u002Fstrong> 18%\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Spend & Expense revenue (Q2):\u003C\u002Fstrong> $166M, +24% YoY\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>FY2026 core revenue guidance:\u003C\u002Fstrong> $1.490B–$1.510B (+16% YoY)\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>FY2026 non-GAAP EPS guidance:\u003C\u002Fstrong> $2.33–$2.41\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>TIKR model price target:\u003C\u002Fstrong> ~$73\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Implied upside:\u003C\u002Fstrong> ~85% over ~4 years\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>\u003Cem>BILL accelerated revenue growth and raised guidance. See whether BILL Holdings stock is still trading at a discount on TIKR, for free.\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\" id=\"h-earnings-breakdown-bill-holdings-accelerates-revenue-growth-in-q2\">\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Ftranscript?cid=37326955&tid=644768420&e=1978015718&ts=3671279&ref=q2enxr\">Earnings Breakdown: BILL Holdings Accelerates Revenue Growth in Q2\u003C\u002Fa>\u003C\u002Fh2>\n\n\n\n\u003Cp>BILL Holdings stock (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=37326955&tid=644768420&ref=q2enxr\">BILL\u003C\u002Fa>) posted Q2 FY2026 core revenue of $375 million, up 17% year-over-year, beating the top end of guidance and marking a 370-basis-point sequential acceleration.\u003C\u002Fp>\n\n\n\n\u003Cp>Non-GAAP operating margin came in at 18%, expanding both sequentially and year-over-year, as cost discipline compounded alongside volume growth.\u003C\u002Fp>\n\n\n\n\u003Cp>Spend & Expense was the strongest segment, generating $166 million in revenue, up 24% year-over-year, driven by accelerating card payment volume of 25% year-over-year and favorable mix toward higher-interchange verticals including advertising and health care services.\u003C\u002Fp>\n\n\n\n\u003Cp>AP\u002FAR core revenue grew 11% year-over-year, with transaction revenue of $128 million, up 14% year-over-year, and same-store sales TPV growth of 4%, an acceleration from the prior quarter.\u003C\u002Fp>\n\n\n\n\u003Cp>According to CFO Rohini Jain on the Q2 FY2026 earnings call, “These results mark another step forward in growing BILL into a larger, more profitable enterprise.”\u003C\u002Fp>\n\n\n\n\u003Cp>BILL Holdings stock saw notable multiproduct momentum: the number of businesses using both AP\u002FAR and Spend & Expense grew 28% year-over-year, a cohort that carries meaningfully higher revenue per customer.\u003C\u002Fp>\n\n\n\n\u003Cp>The company repurchased $133 million of stock during the quarter as part of its ongoing capital return program.\u003C\u002Fp>\n\n\n\n\u003Cp>For Q3 FY2026, management guided core revenue of $364.5 million to $374.5 million, representing 14% to 17% year-over-year growth, with non-GAAP EPS of $0.53 to $0.57.\u003C\u002Fp>\n\n\n\n\u003Cp>Full-year FY2026 core revenue guidance was raised to $1.490 billion to $1.510 billion, approximately 170 basis points above the prior guide, reflecting sustained confidence in second-half execution.\u003C\u002Fp>\n\n\n\n\u003Cp id=\"h-what-happened\">Full-year non-GAAP EPS guidance was set at $2.33 to $2.41, with operating margin expected at approximately 17%, representing more than 320 basis points of year-over-year margin expansion excluding the benefit of float.\u003C\u002Fp>\n\n\n\n\u003Cp>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>\u003Cem>BILL raised FY2026 guidance to $1.5B. See whether that growth rate justifies the current price on TIKR’s valuation tools, for free.\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\" id=\"h-bill-holdings-stock-what-the-financials-show\">BILL Holdings Stock: What the Financials Show\u003C\u002Fh2>\n\n\n\n\u003Cp>The income statement reflects a business still operating at a GAAP loss but compressing that loss meaningfully as revenue scale has grown, with gross margin holding broadly stable through the expansion.\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-large\">\u003Cimg width=\"1024\" height=\"677\" data-public-id=\"images\u002Fimage-599_102370d9ab3\u002Fimage-599_102370d9ab3.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1024,h_677,c_scale\u002Ff_webp,q_auto\u002Fv1776746882\u002Fimages\u002Fimage-599_102370d9ab3\u002Fimage-599_102370d9ab3.png?_i=AA\" alt=\"bill holdings stock financials\" class=\"wp-post-102367 wp-image-102370\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1776746882\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1024,h_677,c_scale\u002Ff_webp,q_auto\u002Fv1776746882\u002Fimages\u002Fimage-599_102370d9ab3\u002Fimage-599_102370d9ab3.png?_i=AA 1024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_198,c_scale\u002Ff_webp,q_auto\u002Fv1776746882\u002Fimages\u002Fimage-599_102370d9ab3\u002Fimage-599_102370d9ab3.png?_i=AA 300w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_768,h_507,c_scale\u002Ff_webp,q_auto\u002Fv1776746882\u002Fimages\u002Fimage-599_102370d9ab3\u002Fimage-599_102370d9ab3.png?_i=AA 768w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1536,h_1015,c_scale\u002Ff_webp,q_auto\u002Fv1776746882\u002Fimages\u002Fimage-599_102370d9ab3\u002Fimage-599_102370d9ab3.png?_i=AA 1536w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_793,c_scale\u002Ff_webp,q_auto\u002Fv1776746882\u002Fimages\u002Fimage-599_102370d9ab3\u002Fimage-599_102370d9ab3.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_925,c_scale\u002Ff_webp,q_auto\u002Fv1776746882\u002Fimages\u002Fimage-599_102370d9ab3\u002Fimage-599_102370d9ab3.png?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1776746882\u002Fimages\u002Fimage-599_102370d9ab3\u002Fimage-599_102370d9ab3.png?_i=AA 1662w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">BILL Stock Financials \u003Cstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Ffinancials?cid=37326955&tid=644768420&tab=is&ref=q2enxr\">(TIKR)\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp>Total revenues reached $1.46 billion for the fiscal year ended June 30, 2025, up ~13% year-over-year, providing the revenue base from which Q2’s acceleration is launching.\u003C\u002Fp>\n\n\n\n\u003Cp>Gross margin was 84.3% for FY2025, modestly below 85.3% in FY2024 and 85.7% in FY2023, reflecting a slight compression as the payment mix has shifted.\u003C\u002Fp>\n\n\n\n\u003Cp id=\"h-wall-street-s-take-on-x-stock\">GAAP operating loss was $(0.08) billion for FY2025, representing an operating margin of (5.5%), a significant improvement from (11.4%) in FY2024 and (23.0%) in FY2023, pointing to a sustained multi-year operating leverage trajectory.\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\">Valuation Model Take and Scenario Breakdown\u003C\u002Fh2>\n\n\n\n\u003Cp>The TIKR model prices BILL Holdings stock at ~$73, implying roughly 85% upside from the current price of ~$40, over a 4.2-year horizon at an annualized rate of about 16%.\u003C\u002Fp>\n\n\n\n\u003Cp>The mid-case model assumes revenue CAGR of 10.9% and a net income margin expanding to 16.2% from a currently negative GAAP baseline, which requires the non-GAAP margin momentum visible in Q2 to translate into sustained GAAP profitability.\u003C\u002Fp>\n\n\n\n\u003Cp>The Q2 report strengthens the investment case modestly: the 370-basis-point revenue acceleration, the 290-basis-point non-GAAP operating margin expansion year-over-year, and the full-year guidance raise all point in the direction the model requires.\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-large\">\u003Cimg width=\"1024\" height=\"832\" data-public-id=\"images\u002FBILL_valuation_model-2\u002FBILL_valuation_model-2.webp\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1024,h_832,c_scale\u002Ff_webp,q_auto\u002Fv1776746622\u002Fimages\u002FBILL_valuation_model-2\u002FBILL_valuation_model-2.webp?_i=AA\" alt=\"bill holdings stock valuation model results\" class=\"wp-post-102367 wp-image-102369\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1776746622\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1024,h_832,c_scale\u002Ff_webp,q_auto\u002Fv1776746622\u002Fimages\u002FBILL_valuation_model-2\u002FBILL_valuation_model-2.webp?_i=AA 1024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_244,c_scale\u002Ff_webp,q_auto\u002Fv1776746622\u002Fimages\u002FBILL_valuation_model-2\u002FBILL_valuation_model-2.webp?_i=AA 300w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_768,h_624,c_scale\u002Ff_webp,q_auto\u002Fv1776746622\u002Fimages\u002FBILL_valuation_model-2\u002FBILL_valuation_model-2.webp?_i=AA 768w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1536,h_1248,c_scale\u002Ff_webp,q_auto\u002Fv1776746622\u002Fimages\u002FBILL_valuation_model-2\u002FBILL_valuation_model-2.webp?_i=AA 1536w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_2048,h_1663,c_scale\u002Ff_webp,q_auto\u002Fv1776746622\u002Fimages\u002FBILL_valuation_model-2\u002FBILL_valuation_model-2.webp?_i=AA 2048w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_975,c_scale\u002Ff_webp,q_auto\u002Fv1776746622\u002Fimages\u002FBILL_valuation_model-2\u002FBILL_valuation_model-2.webp?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_1137,c_scale\u002Ff_webp,q_auto\u002Fv1776746622\u002Fimages\u002FBILL_valuation_model-2\u002FBILL_valuation_model-2.webp?_i=AA 1400w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">BILL Stock Valuation Model Results \u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=21127&tid=2621295&ref=tikrblog\">\u003Cstrong>(TIKR)\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp>BILL Holdings stock is not cheap on near-term GAAP metrics, but the margin trajectory and raised guidance tighten the gap between current performance and the assumptions embedded in the TIKR target.\u003C\u002Fp>\n\n\n\n\u003Cp>\u003Cstrong>The central tension:\u003C\u002Fstrong> BILL stock’s bull case requires sustained double-digit revenue growth and a clean path to GAAP profitability, neither of which is fully proven at this scale.\u003C\u002Fp>\n\n\n\n\u003Cp>\u003Cstrong>What Has to Go Right\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>Core revenue growth sustains at 15%+ through FY2026, supported by the raised guidance range of $1.490B–$1.510B and early Q3 volume trends management cited as encouraging.\u003C\u002Fli>\n\n\n\n\u003Cli>Non-GAAP operating margin expansion continues past 17%, with the GAAP operating loss compressing from (5.5%) in FY2025 toward breakeven as BILL continues adding leverage on its $1.46B+ revenue base.\u003C\u002Fli>\n\n\n\n\u003Cli>Spend & Expense maintains its 24% growth trajectory, led by card payment volume of 25% and take rate above 250 basis points, a combination management guided for the full year.\u003C\u002Fli>\n\n\n\n\u003Cli>Embed 2.0 partnerships with NetSuite, Acumatica, and Paychex begin contributing meaningful TPV and revenue in FY2027, with management explicitly citing FY27 as the expected inflection year.\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp>\u003Cstrong>What Could Still Go Wrong\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>AP\u002FAR customer net adds are guided to trend slightly lower near-term as BILL shifts focus to larger businesses, creating a period where ARPU growth must offset volume to maintain the revenue trajectory.\u003C\u002Fli>\n\n\n\n\u003Cli>Spend & Expense revenue was partially driven by vertical mix favorability in advertising and retail, categories management acknowledged had been muted in prior quarters, raising questions about how durable Q2’s volume lift is.\u003C\u002Fli>\n\n\n\n\u003Cli>GAAP profitability remains negative despite significant improvement, with TIKR’s mid-case requiring a net income margin of 16.2% by the end of the forecast horizon, a level that requires years of continued execution without macro or competitive disruption.\u003C\u002Fli>\n\n\n\n\u003Cli>Rewards rate on card spend was 133 basis points in Q2, up 9 basis points year-over-year, and while management noted the rate of increase is moderating, rewards costs remain a drag that limits how fast net margin can expand.\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>\u003Cem>TIKR’s model puts BILL Holdings stock fair value near $73. See if the numbers support that case yourself, on TIKR for free.\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\" id=\"h-should-you-invest-in-bill-holdings-inc\">\u003Cstrong>Should You Invest in BILL Holdings, Inc.?\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp>The only way to really know is to look at the numbers yourself. TIKR gives you free access to the same institutional-quality financial data that professional analysts use to answer exactly that question.\u003C\u002Fp>\n\n\n\n\u003Cp>Pull up BILL stock and you’ll see years of historical financials, what Wall Street analysts expect for revenue and earnings in the quarters ahead, how valuation multiples have moved over time, and whether price targets are trending up or down.\u003C\u002Fp>\n\n\n\n\u003Cp>You can build a free watchlist to track BILL alongside every other stock on your radar. No credit card required. Just the data you need to decide for yourself.\u003C\u002Fp>\n\n\n\n\u003Cp>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>\u003Cem>Access Professional Tools to Analyze BILL Holdings, Inc. stock on TIKR for Free →\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fp>\n",1074,"en","\u002Fblog\u002Fbill-holdings-raises-full-year-guidance-after-strong-q2-earnings-beat","bill-holdings-raises-full-year-guidance-after-strong-q2-earnings-beat","images\u002FFEATURED-IMAGE-MAKER-370_1023714efc7\u002FFEATURED-IMAGE-MAKER-370_1023714efc7","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1776747009\u002Fimages\u002FFEATURED-IMAGE-MAKER-370_1023714efc7\u002FFEATURED-IMAGE-MAKER-370_1023714efc7.png?_i=AA",{"altText":225,"imageCredit":237},"TIKR",{"name":239,"slug":240,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":243},"Gian Estrada","giantikr","author","",[],{"name":245,"slug":246,"role":247,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":248},"David Hanson","davidtikr","editor",[],[250],{"name":251,"slug":252,"uri":253,"description":242,"postsCount":254},"Earnings Updates","earnings-updates","\u002Fblog\u002Fcategory\u002Fearnings-updates",0,[],{"title":225,"metaDesc":257,"opengraphDescription":257,"twitterTitle":225,"twitterDescription":257},"BILL Holdings stock beat Q2 estimates with 17% core revenue growth, but the path to GAAP profitability is the real debate.",{"title":225,"description":257,"twitterTitle":225,"twitterDescription":257,"author":239,"articlePublisher":259,"articlePublishedTime":226,"articleModifiedTime":227,"twitterLabel1":260,"twitterData1":261,"ogTitle":225,"ogDescription":257,"ogUrl":232,"ogImage":235,"ogImageWidth":262,"ogImageHeight":263,"ogImageSecureUrl":235,"ogImageAlt":225,"twitterImage":235},"TIKR.com","Est. reading time","6 minutes",1200,630,[265,280,294,308,323],{"id":254,"title":266,"date":267,"excerpt":268,"wordCount":269,"uri":270,"slug":271,"cloudinaryAssetId":272,"featuredImageOriginalUrl":273,"featuredImageMetadata":274,"author":275,"categories":277,"relatedPosts":279},"Raymond James Financial Stock Holds 20% Margin Target as Capital Markets Revenue Falls to $380M","2026-04-21 13:00:00","Raymond James held its 20% margin target in Q1, but Capital Markets fell hard. The question is whether the pipeline turns into revenue.",1318,"\u002Fblog\u002Fraymond-james-financial-stock-holds-20-margin-target-as-capital-markets-revenue-falls-to-380m","raymond-james-financial-stock-holds-20-margin-target-as-capital-markets-revenue-falls-to-380m","images\u002FFEATURED-IMAGE-MAKER-363_1022597fe1a\u002FFEATURED-IMAGE-MAKER-363_1022597fe1a","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1776675649\u002Fimages\u002FFEATURED-IMAGE-MAKER-363_1022597fe1a\u002FFEATURED-IMAGE-MAKER-363_1022597fe1a.png?_i=AA",{"altText":266},{"name":239,"slug":240,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":276},[],[278],{"name":251,"slug":252,"uri":253,"description":242,"postsCount":254},[],{"id":254,"title":281,"date":267,"excerpt":282,"wordCount":283,"uri":284,"slug":285,"cloudinaryAssetId":286,"featuredImageOriginalUrl":287,"featuredImageMetadata":288,"author":289,"categories":291,"relatedPosts":293},"GE HealthCare Stock Beats Q4 Estimates as Record Backlog Hits $21.8 Billion","Nine major product launches, a $21.8B backlog, and 36% model upside. GE HealthCare stock is pricing in a trough. Is that right?",1180,"\u002Fblog\u002Fge-healthcare-stock-beats-q4-estimates-as-record-backlog-hits-21-8-billion","ge-healthcare-stock-beats-q4-estimates-as-record-backlog-hits-21-8-billion","images\u002FFEATURED-IMAGE-MAKER-366_1023023c67e\u002FFEATURED-IMAGE-MAKER-366_1023023c67e","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1776732671\u002Fimages\u002FFEATURED-IMAGE-MAKER-366_1023023c67e\u002FFEATURED-IMAGE-MAKER-366_1023023c67e.png?_i=AA",{"altText":281},{"name":239,"slug":240,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":290},[],[292],{"name":251,"slug":252,"uri":253,"description":242,"postsCount":254},[],{"id":254,"title":295,"date":267,"excerpt":296,"wordCount":297,"uri":298,"slug":299,"cloudinaryAssetId":300,"featuredImageOriginalUrl":301,"featuredImageMetadata":302,"author":303,"categories":305,"relatedPosts":307},"Deere Stock Beats Q1 as Construction Orders Hit Highest Level Since 2024","Deere's Q1 was better than expected. The TIKR model shows ~28% upside from here. But one segment's margins are still under serious pressure.",1189,"\u002Fblog\u002Fdeere-stock-beats-q1-as-construction-orders-hit-highest-level-since-2024","deere-stock-beats-q1-as-construction-orders-hit-highest-level-since-2024","images\u002FFEATURED-IMAGE-MAKER-365_1022989aeac\u002FFEATURED-IMAGE-MAKER-365_1022989aeac","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1776729446\u002Fimages\u002FFEATURED-IMAGE-MAKER-365_1022989aeac\u002FFEATURED-IMAGE-MAKER-365_1022989aeac.png?_i=AA",{"altText":295},{"name":239,"slug":240,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":304},[],[306],{"name":251,"slug":252,"uri":253,"description":242,"postsCount":254},[],{"id":254,"title":309,"date":310,"excerpt":311,"wordCount":312,"uri":313,"slug":314,"cloudinaryAssetId":315,"featuredImageOriginalUrl":316,"featuredImageMetadata":317,"author":318,"categories":320,"relatedPosts":322},"Zillow Group Stock Hits Full-Year GAAP Profitability as Rentals Accelerates","2026-04-20 19:40:00","Zillow hit GAAP profitability and guided $700M for Q1 2026. The question is how much of the thesis needs housing to recover.",1262,"\u002Fblog\u002Fzillow-group-stock-hits-full-year-gaap-profitability-as-rentals-accelerates","zillow-group-stock-hits-full-year-gaap-profitability-as-rentals-accelerates","images\u002FFEATURED-IMAGE-MAKER-356_1022025f673\u002FFEATURED-IMAGE-MAKER-356_1022025f673","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1776661880\u002Fimages\u002FFEATURED-IMAGE-MAKER-356_1022025f673\u002FFEATURED-IMAGE-MAKER-356_1022025f673.png?_i=AA",{"altText":309},{"name":239,"slug":240,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":319},[],[321],{"name":251,"slug":252,"uri":253,"description":242,"postsCount":254},[],{"id":254,"title":324,"date":325,"excerpt":326,"wordCount":327,"uri":328,"slug":329,"cloudinaryAssetId":330,"featuredImageOriginalUrl":331,"featuredImageMetadata":332,"author":333,"categories":335,"relatedPosts":337},"CBRE Group Posts Record Q4 Revenue and Core EPS in Strong 2025 Finish","2026-04-20 19:20:00","CBRE posted record Q4 revenue and 18% EPS growth, but the real debate is whether data center momentum holds into 2026.",1190,"\u002Fblog\u002Fcbre-group-posts-record-q4-revenue-and-core-eps-in-strong-2025-finish","cbre-group-posts-record-q4-revenue-and-core-eps-in-strong-2025-finish","images\u002FFEATURED-IMAGE-MAKER-355_1021947a26b\u002FFEATURED-IMAGE-MAKER-355_1021947a26b","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1776660491\u002Fimages\u002FFEATURED-IMAGE-MAKER-355_1021947a26b\u002FFEATURED-IMAGE-MAKER-355_1021947a26b.png?_i=AA",{"altText":324},{"name":239,"slug":240,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":334},[],[336],{"name":251,"slug":252,"uri":253,"description":242,"postsCount":254},[],[339,357,371,388,403,418,437,454,469,484,498,517,533,548],{"id":254,"title":340,"date":341,"excerpt":342,"wordCount":343,"uri":344,"slug":345,"cloudinaryAssetId":346,"featuredImageOriginalUrl":347,"featuredImageMetadata":348,"author":349,"categories":351,"relatedPosts":356},"Gilead Sciences Deploys $16 Billion in 60 Days: Is GILD Stock Undervalued for 2026?","2026-04-21 14:30:00","Gilead Sciences deployed over $16 billion in acquisitions in 60 days. Four 2026 launches and a $158 mean target: is GILD mispriced?",1649,"\u002Fblog\u002Fgilead-sciences-deploys-16-billion-in-60-days-is-gild-stock-undervalued-for-2026","gilead-sciences-deploys-16-billion-in-60-days-is-gild-stock-undervalued-for-2026","images\u002FFEATURED-IMAGE-MAKER-369_10236586204\u002FFEATURED-IMAGE-MAKER-369_10236586204","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1776745918\u002Fimages\u002FFEATURED-IMAGE-MAKER-369_10236586204\u002FFEATURED-IMAGE-MAKER-369_10236586204.png?_i=AA",{"altText":340},{"name":239,"slug":240,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":350},[],[352],{"name":353,"slug":354,"uri":355,"description":242,"postsCount":254},"Stock Reviews","reviews","\u002Fblog\u002Fcategory\u002Freviews",[],{"id":254,"title":358,"date":359,"excerpt":242,"wordCount":360,"uri":361,"slug":362,"cloudinaryAssetId":363,"featuredImageOriginalUrl":364,"featuredImageMetadata":365,"author":366,"categories":368,"relatedPosts":370},"Norfolk Southern Stock, an $88 Cash Deal Floor, and a Hold-Heavy Consensus: What the Market Is Missing in 2026","2026-04-21 14:00:00",1525,"\u002Fblog\u002Fnorfolk-southern-stock-an-88-cash-deal-floor-and-a-hold-heavy-consensus-what-the-market-is-missing-in-2026","norfolk-southern-stock-an-88-cash-deal-floor-and-a-hold-heavy-consensus-what-the-market-is-missing-in-2026","images\u002FFEATURED-IMAGE-MAKER-368_102360cdeb4\u002FFEATURED-IMAGE-MAKER-368_102360cdeb4","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1776743966\u002Fimages\u002FFEATURED-IMAGE-MAKER-368_102360cdeb4\u002FFEATURED-IMAGE-MAKER-368_102360cdeb4.png?_i=AA",{"altText":358},{"name":239,"slug":240,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":367},[],[369],{"name":353,"slug":354,"uri":355,"description":242,"postsCount":254},[],{"id":254,"title":372,"date":373,"excerpt":374,"wordCount":375,"uri":376,"slug":377,"cloudinaryAssetId":378,"featuredImageOriginalUrl":379,"featuredImageMetadata":380,"author":381,"categories":385,"relatedPosts":387},"Hilton’s Asset-Light Engine: Why a Record Pipeline Could Drive 30% More Upside","2026-04-21 13:42:00","Monster Beverage's margin recovery is real. The question is whether aluminum costs in H1 2026 stall it before the gains compound. ",892,"\u002Fblog\u002Fhiltons-asset-light-engine-why-a-record-pipeline-could-drive-30-more-upside","hiltons-asset-light-engine-why-a-record-pipeline-could-drive-30-more-upside","images\u002FHilton-Featured\u002FHilton-Featured","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1776775276\u002Fimages\u002FHilton-Featured\u002FHilton-Featured.png?_i=AA",{"altText":372},{"name":382,"slug":383,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":384},"David Beren","davidberentikr",[],[386],{"name":353,"slug":354,"uri":355,"description":242,"postsCount":254},[],{"id":254,"title":389,"date":390,"excerpt":391,"wordCount":392,"uri":393,"slug":394,"cloudinaryAssetId":395,"featuredImageOriginalUrl":396,"featuredImageMetadata":397,"author":398,"categories":400,"relatedPosts":402},"Negative P\u002FE Ratio Explained: What It Means and How to Analyze Unprofitable Stocks","2026-04-21 13:21:00","A negative P\u002FE ratio doesn't mean a stock is uninvestable, it means the standard valuation playbook doesn't apply yet, and that you need a different set of tools.\n",1829,"\u002Fblog\u002Fnegative-p-e-ratio-explained-what-it-means-and-how-to-analyze-unprofitable-stocks","negative-p-e-ratio-explained-what-it-means-and-how-to-analyze-unprofitable-stocks","images\u002FNegative-PE-Featured\u002FNegative-PE-Featured","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1776723845\u002Fimages\u002FNegative-PE-Featured\u002FNegative-PE-Featured.png?_i=AA",{"altText":389},{"name":382,"slug":383,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":399},[],[401],{"name":353,"slug":354,"uri":355,"description":242,"postsCount":254},[],{"id":254,"title":404,"date":405,"excerpt":406,"wordCount":407,"uri":408,"slug":409,"cloudinaryAssetId":410,"featuredImageOriginalUrl":411,"featuredImageMetadata":412,"author":413,"categories":415,"relatedPosts":417},"From $11 to $20 Per Ton: What Vulcan Materials Investor Day Revealed for 2026","2026-04-21 13:20:00","VMC hit its $11-$12\u002Fton target on 33 million fewer tons than planned. Now it is targeting $20. The miss is not the story.",1686,"\u002Fblog\u002Ffrom-11-to-20-per-ton-what-vulcan-materials-investor-day-revealed-for-2026","from-11-to-20-per-ton-what-vulcan-materials-investor-day-revealed-for-2026","images\u002FFEATURED-IMAGE-MAKER-367_102309ad7ae\u002FFEATURED-IMAGE-MAKER-367_102309ad7ae","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1776734016\u002Fimages\u002FFEATURED-IMAGE-MAKER-367_102309ad7ae\u002FFEATURED-IMAGE-MAKER-367_102309ad7ae.png?_i=AA",{"altText":404},{"name":239,"slug":240,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":414},[],[416],{"name":353,"slug":354,"uri":355,"description":242,"postsCount":254},[],{"id":254,"title":419,"date":420,"excerpt":421,"wordCount":422,"uri":423,"slug":424,"cloudinaryAssetId":425,"featuredImageOriginalUrl":426,"featuredImageMetadata":427,"author":429,"categories":431,"relatedPosts":436},"10 Stocks With the Highest P\u002FE Ratios in the S&P 500 Right Now","2026-04-21 14:18:00","The ten stocks with the highest P\u002FE ratios in the S&P 500 tell ten very different stories, and understanding those stories matters far more than the multiple itself.",1753,"\u002Fblog\u002F10-stocks-with-the-highest-p-e-ratios-in-the-sp-500-right-now","10-stocks-with-the-highest-p-e-ratios-in-the-sp-500-right-now","images\u002F10-Stocks-PE-Featured\u002F10-Stocks-PE-Featured","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1776727572\u002Fimages\u002F10-Stocks-PE-Featured\u002F10-Stocks-PE-Featured.png?_i=AA",{"altText":428},"10 Stocks With the Highest P\u002FE Ratios in the S&P 500 Right Now",{"name":382,"slug":383,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":430},[],[432],{"name":433,"slug":434,"uri":435,"description":242,"postsCount":254},"General Investing","general-investing","\u002Fblog\u002Fcategory\u002Fgeneral-investing",[],{"id":254,"title":438,"date":439,"excerpt":440,"wordCount":441,"uri":442,"slug":443,"cloudinaryAssetId":444,"featuredImageOriginalUrl":445,"featuredImageMetadata":446,"author":447,"categories":451,"relatedPosts":453},"Caterpillar Just Acquired an Autonomous Tractor Startup. Here's What It Means for CAT Stock","2026-04-21 13:50:00"," Caterpillar acquired the assets of autonomous tractor startup Monarch Tractor this week, adding self-driving and electrification technology to its growing automation push. With Q1 2026 earnings due April 30 and a $51 billion backlog anchoring the AI power demand story, investors are asking whether the premium valuation is still justified. Here is what the TIKR model says. ",1433,"\u002Fblog\u002Fcaterpillar-just-acquired-an-autonomous-tractor-startup-heres-what-it-means-for-cat-stock","caterpillar-just-acquired-an-autonomous-tractor-startup-heres-what-it-means-for-cat-stock","images\u002F4-5_102388e54ed\u002F4-5_102388e54ed","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1776751782\u002Fimages\u002F4-5_102388e54ed\u002F4-5_102388e54ed.png?_i=AA",{"altText":438},{"name":448,"slug":449,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":450},"Wiltone Asuncion","wiltonetikr",[],[452],{"name":433,"slug":434,"uri":435,"description":242,"postsCount":254},[],{"id":254,"title":455,"date":456,"excerpt":457,"wordCount":458,"uri":459,"slug":460,"cloudinaryAssetId":461,"featuredImageOriginalUrl":462,"featuredImageMetadata":463,"author":464,"categories":466,"relatedPosts":468},"Live Nation Stock Fell 6% After the Jury Verdict. Here's Where the Stock Could Go in 2026","2026-04-21 13:40:00","Live Nation stock fell more than 6% on April 15 after a federal jury ruled that the company and Ticketmaster illegally monopolized the live events market. Most analysts kept their Buy ratings within days. The question investors are now asking is whether the underlying concert business still justifies owning LYV at current prices.",1177,"\u002Fblog\u002Flive-nation-stock-fell-6-after-the-jury-verdict-heres-where-the-stock-could-go-in-2026","live-nation-stock-fell-6-after-the-jury-verdict-heres-where-the-stock-could-go-in-2026","images\u002F3-5_10238717fe3\u002F3-5_10238717fe3","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1776751771\u002Fimages\u002F3-5_10238717fe3\u002F3-5_10238717fe3.png?_i=AA",{"altText":455},{"name":448,"slug":449,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":465},[],[467],{"name":433,"slug":434,"uri":435,"description":242,"postsCount":254},[],{"id":254,"title":470,"date":471,"excerpt":472,"wordCount":473,"uri":474,"slug":475,"cloudinaryAssetId":476,"featuredImageOriginalUrl":477,"featuredImageMetadata":478,"author":479,"categories":481,"relatedPosts":483},"Royal Caribbean Has Fallen 23% From Its High. Is It Time to Buy Before Q1 Earnings?","2026-04-21 13:30:00","Royal Caribbean has fallen 23% from its 52-week high even as its booking engine runs at record strength. With Q1 earnings on April 30 and geopolitical risk still in the air, here's where the stock could go next.\n",1111,"\u002Fblog\u002Froyal-caribbean-has-fallen-23-from-its-high-is-it-time-to-buy-before-q1-earnings","royal-caribbean-has-fallen-23-from-its-high-is-it-time-to-buy-before-q1-earnings","images\u002F2-5_102386c7459\u002F2-5_102386c7459","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1776751760\u002Fimages\u002F2-5_102386c7459\u002F2-5_102386c7459.png?_i=AA",{"altText":470},{"name":448,"slug":449,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":480},[],[482],{"name":433,"slug":434,"uri":435,"description":242,"postsCount":254},[],{"id":254,"title":485,"date":405,"excerpt":486,"wordCount":487,"uri":488,"slug":489,"cloudinaryAssetId":490,"featuredImageOriginalUrl":491,"featuredImageMetadata":492,"author":493,"categories":495,"relatedPosts":497},"Alphabet SpaceX Bet Could Be Worth $100 Billion. Here's What That Means for GOOGL in 2026","A Bloomberg disclosure revealed this week that Alphabet's SpaceX stake could be worth roughly $100 billion at IPO. With Q1 2026 earnings arriving April 29, investors may be underestimating how much Alphabet is actually worth. The stock sits near its 52-week high, but the full asset picture suggests the market still hasn't caught up. ",1276,"\u002Fblog\u002Falphabet-spacex-bet-could-be-worth-100-billion-heres-what-that-means-for-googl-in-2026","alphabet-spacex-bet-could-be-worth-100-billion-heres-what-that-means-for-googl-in-2026","images\u002F10-3_1023195d02c\u002F10-3_1023195d02c","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1776737030\u002Fimages\u002F10-3_1023195d02c\u002F10-3_1023195d02c.png?_i=AA",{"altText":485},{"name":448,"slug":449,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":494},[],[496],{"name":433,"slug":434,"uri":435,"description":242,"postsCount":254},[],{"id":254,"title":499,"date":500,"excerpt":242,"wordCount":501,"uri":502,"slug":503,"cloudinaryAssetId":504,"featuredImageOriginalUrl":505,"featuredImageMetadata":506,"author":507,"categories":511,"relatedPosts":516},"Jeffrey Gendell: From a 91.5% Drawdown to a 100-Bagger","2026-04-21 12:01:34",521,"\u002Fblog\u002Fjeffrey-gendell","jeffrey-gendell","images\u002FTIKR.com_IES-Holdings-Inc.-IESC-Total-Return\u002FTIKR.com_IES-Holdings-Inc.-IESC-Total-Return","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1776772825\u002Fimages\u002FTIKR.com_IES-Holdings-Inc.-IESC-Total-Return\u002FTIKR.com_IES-Holdings-Inc.-IESC-Total-Return.png?_i=AA",{"altText":499},{"name":508,"slug":509,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":510},"Sahil Khetpal","sahil",[],[512],{"name":513,"slug":514,"uri":515,"description":242,"postsCount":254},"Top Investors","top-investors","\u002Fblog\u002Fcategory\u002Ftop-investors",[],{"id":254,"title":518,"date":519,"excerpt":520,"wordCount":521,"uri":522,"slug":523,"cloudinaryAssetId":524,"featuredImageOriginalUrl":525,"featuredImageMetadata":526,"author":527,"categories":529,"relatedPosts":532},"Block Raises 2026 AOI Guidance to $3.2 Billion After Strongest NVA Year on Record","2026-04-20 16:00:00","Block raised its 2026 AOI guide to $3.2 billion, up 54%. Nearly 60% of that number is riding on the second half.",1254,"\u002Fblog\u002Fblock-raises-2026-aoi-guidance-to-3-2-billion-after-strongest-nva-year-on-record","block-raises-2026-aoi-guidance-to-3-2-billion-after-strongest-nva-year-on-record","images\u002FFEATURED-IMAGE-MAKER-342_102031506a3\u002FFEATURED-IMAGE-MAKER-342_102031506a3","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1776522160\u002Fimages\u002FFEATURED-IMAGE-MAKER-342_102031506a3\u002FFEATURED-IMAGE-MAKER-342_102031506a3.png?_i=AA",{"altText":518},{"name":239,"slug":240,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":528},[],[530],{"name":76,"slug":75,"uri":531,"description":242,"postsCount":254},"\u002Fblog\u002Fcategory\u002Ffundamental-analysis",[],{"id":254,"title":534,"date":535,"excerpt":536,"wordCount":537,"uri":538,"slug":539,"cloudinaryAssetId":540,"featuredImageOriginalUrl":541,"featuredImageMetadata":542,"author":543,"categories":545,"relatedPosts":547},"Amer Sports Stock Delivers 27% Revenue Growth as Salomon Crosses $2 Billion in Sales","2026-04-19 12:40:00","Amer Sports grew 27% in 2025 with three brand engines firing. The question is whether the margin investment in Salomon is temporary or structural.",1247,"\u002Fblog\u002Famer-sports-stock-delivers-27-revenue-growth-as-salomon-crosses-2-billion-in-sales","amer-sports-stock-delivers-27-revenue-growth-as-salomon-crosses-2-billion-in-sales","images\u002FFEATURED-IMAGE-MAKER-347_102065dfae9\u002FFEATURED-IMAGE-MAKER-347_102065dfae9","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1776566743\u002Fimages\u002FFEATURED-IMAGE-MAKER-347_102065dfae9\u002FFEATURED-IMAGE-MAKER-347_102065dfae9.png?_i=AA",{"altText":534},{"name":239,"slug":240,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":544},[],[546],{"name":76,"slug":75,"uri":531,"description":242,"postsCount":254},[],{"id":254,"title":549,"date":550,"excerpt":551,"wordCount":552,"uri":553,"slug":554,"cloudinaryAssetId":555,"featuredImageOriginalUrl":556,"featuredImageMetadata":557,"author":558,"categories":560,"relatedPosts":562},"Helios Technologies Q4 2025: EPS Up 145%, Dividend Raised for the First Time Ever","2026-04-18 15:00:00","Helios Technologies returned to revenue growth for the first time in three years. Whether the momentum holds through 2026 is a harder question.",1307,"\u002Fblog\u002Fhelios-technologies-q4-2025-eps-up-145-dividend-raised-for-the-first-time-ever","helios-technologies-q4-2025-eps-up-145-dividend-raised-for-the-first-time-ever","images\u002FFEATURED-IMAGE-MAKER-341_101995d387e\u002FFEATURED-IMAGE-MAKER-341_101995d387e","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1776497160\u002Fimages\u002FFEATURED-IMAGE-MAKER-341_101995d387e\u002FFEATURED-IMAGE-MAKER-341_101995d387e.png?_i=AA",{"altText":549},{"name":239,"slug":240,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":559},[],[561],{"name":76,"slug":75,"uri":531,"description":242,"postsCount":254},[]]