BILL Holdings Sets 2026 Revenue Target of $1.59B-$1.63B, Driven by AI and Embedded Solutions Growth

BILL Holdings has outlined a 2026 revenue target of $1.59B-$1.63B, driven by momentum in AI and embedded solutions. CEO Rene Lacerte described fiscal 2025 as a "pivotal year" for the company, highlighting the launch of new software and payment products, strategic investments, and significant expansion in profitability.

BILL Holdings has outlined a 2026 revenue target of $1.59 billion to $1.63 billion, driven by momentum in AI and embedded solutions. The company's CEO, Rene Lacerte, described fiscal 2025 as a "pivotal year," highlighting the launch of new software and payment products, strategic investments, and a significant expansion in profitability [1].

The company reported total revenue of $1.5 billion in fiscal 2025, with core revenue growing by 16% year-over-year. Non-GAAP operating income exceeded initial guidance by over 20%, reflecting the company's strong performance. Lacerte announced the rollout of the Agentic AI platform, which leverages the company's capabilities, data, and scale to launch intelligent finance agents quickly and safely at scale [1].

BILL's Supplier Payments Plus, launched in Q4, streamlined millions of payment transactions, shifting from a flat fee ACH model to an ad valorem fee paid by suppliers. The company also expanded local transfer payments to over 30 countries and saw a nearly 600% increase in BILL Divvy card volume among AP customers compared to fiscal 2024 [1].

The company's outlook for fiscal Q1 2026 includes total revenue expected in the range of $385 million to $395 million, with core revenue projected between $348 million and $358 million, reflecting 11% to 14% year-over-year growth. Non-GAAP operating income is expected to be between $53.5 million and $58.5 million, with non-GAAP EPS projected between $0.49 and $0.52 [1].

BILL Holdings concluded fiscal 2025 with strong revenue and profitability, highlighting robust adoption of new products, expansion into larger and more complex business segments, and accelerated investments in AI-driven financial operations. The company's leadership emphasized their confidence in foundational strengths and growth opportunities despite macroeconomic uncertainties, setting expectations for continued platform innovation and deeper market penetration in the coming year [1].

References:
[1] https://seekingalpha.com/news/4489809-bill-holdings-outlines-1_59b-1_63b-2026-revenue-target-as-ai-and-embedded-solutions-drive