Bill.com Shares Rally Over 14% After Q4 Beat Despite Cautious Guidance

Bill.com Holdings Inc. (NYSE:BILL) shares surged more than 14% on Wednesday after the financial operations platform provider posted better-than-expected fiscal fourth-quarter results.

The company reported adjusted earnings of $0.53 per share, topping consensus of $0.41. Revenue grew 12% year-over-year to $383.3 million, ahead of the $376.5 million forecast. Core revenue, comprising subscription and transaction fees, rose 15% to $345.9 million.

Bill.com processed $86 billion in total payment volume during the quarter, a 13% increase from last year, while handling 33 million transactions, up 18%. The company’s customer base reached about 493,800 businesses.

Despite the strong performance, Bill.com issued softer guidance. For Q1 FY26, it projected adjusted EPS of $0.49 to $0.52, below consensus of $0.53, and revenue of $385 million to $395 million, with the midpoint under analysts’ $393.9 million forecast.

For the full fiscal year, Bill.com guided EPS of $2.00 to $2.20 and revenue of $1.59 billion to $1.63 billion, with the midpoint slightly shy of the $1.63 billion consensus.