Bill.com Shares Surge 38.7% After Q4 Beat, Raises 2026 Revenue to $1.64B
Shares of Bill.com jumped 38.7% after reporting Q4 results with adjusted earnings of $0.64 per share versus $0.56 expected and revenue of $414.7 million, up 14.4% year-over-year vs. a $400.1 million forecast. The company raised its 2026 revenue guidance to a $1.64 billion midpoint and EPS to $2.37 while exploring a sale with Hellman & Friedman following activist investor pressure.
1. Strong Q4 Performance
Bill.com delivered Q4 adjusted earnings of $0.64 per share, well above the $0.56 consensus, and reported revenue of $414.7 million, a 14.4% increase from a year earlier and ahead of the $400.1 million analysts forecast.
2. Raised Full-Year Guidance
Management lifted 2026 revenue guidance to a $1.64 billion midpoint and increased its adjusted EPS projection to a $2.37 midpoint, reflecting confidence in sustained growth and improved operating leverage.
3. Potential Sale Discussions
The company is in discussions with private equity firm Hellman & Friedman on a potential sale as part of a formal auction process, a move driven by pressure from activist investors Starboard Value and Elliott Investment Management.