Ticker brief

BILL BILL HOLDINGS INC

Technology · Software

last close
$50.31
1 day
+2.9%
14 days
+1.1%
mkt cap
$4.0B
signals 14d
34
authors 14d
22
crowd 14d
+0.4σ
Options inteloptions-surface reads · latest available day per source
metricreadingcontext
IV — ATM 30d80% rich · 87 pctile own 1yIV/HV 1.53× (as of 2026-07-31)
Skew — 25Δ RR 30d-0.014 48 pctile own 1ybalanced vs own range
Net dealer OI (NDOI)+2.13 elevated5-session Δ +0.53 (as of 2026-07-16)
OI alarmquietlast alarm 2025-11-07 (z=3.2)
Sentiment — last 14 days
daily mean sentiment, 2026-08-15 → 2026-08-28 · now -0.35 (−1 bearish … +1 bullish)
Who spoke22
authorgradetrader scoresignalsmean sent
@schaeffersC+3.188+0.22
@vnkumarvnkC+0.452+0.00
@EarningsLottosC+0.002+0.00
@Selling4PremiumC+0.302+0.23
@dissectmarketsC+0.432+0.15
@ClassicRoyC-1.522+0.00
@AjTrader7C-0.751+0.00
@earnings_watchB-1.991+0.40
@ElijahColeman21C-1.461+0.00
@eWhispersA·1+0.00
@FinanchleC·1-0.45
@SpartanTradingC-1.461+0.00
@epictrades1C+1.451+0.35
@AlphaSenseIncB+1.041+0.60
@EmmanuelInvestC-1.111+0.55
@wallstengineB-1.901+0.60
@rokajoskaC-1.771+0.45
@XRPholder2017C-0.521+0.45
@OpenOutcrierC·1-0.50
@bobspaysubstackA+2.251+0.00
@earnings_guyC·1+0.00
@PrimeTrading_C-4.671+0.35
Recent signals30of 34 in 14d — receipts included
date (PT)authorsentwhat they saidsince thenreceipt
2026-08-28@dissectmarkets-0.35Compares weak realized ROI on BILL with stronger prior dip buys in ADBE and NOW.
2026-08-26@PrimeTrading_+0.35Maps sector leadership and rotation, favoring healthcare, refiners and select software setups.+4.6%
2026-08-25@ClassicRoy+0.00Lists securities with declining options implied volatility.+5.4%
2026-08-21@ClassicRoy+0.00Lists options with decreasing implied volatility.+5.2%
2026-08-21@earnings_guy+0.00Links performance data for prior-day reporting companies; ticker output is capped at six.+5.2%
2026-08-20@dissectmarkets+0.65Argues cheaper open-source AI will boost SaaS consumption through agents using ADBE and BILL.+6.1%
2026-08-20@Selling4Premium+0.20Reports a completed short-put earnings trade closed for profit.+6.1%
2026-08-20@bobspaysubstack+0.00Payments and fintech earnings recap spanning multiple companies without a stated forward view.+6.1%
2026-08-20@OpenOutcrier-0.50BILL's improved Q4 profitability was offset by a softer FY27 growth outlook.+6.1%
2026-08-19@schaeffers-0.20Reports mixed Q1 guidance: EPS above consensus but revenue high end below estimate.+5.4%
2026-08-19@schaeffers+0.40Reports revenue growth and CEO comments about strong platform demand and AI adoption.+5.4%
2026-08-19@schaeffers+0.70Reports Q4 EPS and revenue beats plus Q1 EPS guidance well above consensus.+5.4%
2026-08-19@schaeffers-0.30Despite a Q4 beat, below-consensus Q1 revenue guidance drove shares lower.+5.4%
2026-08-19@schaeffers-0.25Q1 revenue guidance missed while EPS guidance exceeded consensus, producing a mixed outlook.+5.4%
2026-08-19@schaeffers+0.40CFO highlights 16% core growth and strong profitability as evidence of operating leverage.+5.4%
2026-08-19@schaeffers+0.40CEO states that demand is strong and adoption of BILL's AI capabilities is increasing.+5.4%
2026-08-19@XRPholder2017+0.45Reports Q4 EPS and revenue beats with mixed Q1 and FY27 guidance.+5.4%
2026-08-19@schaeffers+0.60Reports BILL EPS and revenue above estimates.+5.4%
2026-08-19@rokajoska+0.45Reports BILL Q4 revenue, margins, operating income, net income, payment volume and transactions.+5.4%
2026-08-19@wallstengine+0.60Q4 beat and strong EPS guidance outweighed roughly in-line revenue guidance.+5.4%
2026-08-19@EmmanuelInvest+0.55Reports solid growth, margin expansion and constructive FY27 guidance.+5.4%
2026-08-19@AlphaSenseInc+0.60Reports Q4 revenue growth, improved non-GAAP earnings and management's path toward GAAP profitability+5.4%
2026-08-19@epictrades1+0.35Reports Q4 EPS and revenue beats with mixed next-quarter revenue guidance.+5.4%
2026-08-19@Selling4Premium+0.25Options-selling watchlist rejects three setups and identifies BILL September puts as tempting.+5.4%
2026-08-19@vnkumarvnk+0.00Lists companies reporting earnings that night or the following premarket.+5.4%
2026-08-19@EarningsLottos-0.20Highlights a BILL 42.5 put contract without explicit entry intent or expiry.+5.4%
2026-08-19@EarningsLottos+0.20Highlights a BILL 53 call contract without explicit entry intent or expiry.+5.4%
2026-08-19@SpartanTrading+0.00Lists companies scheduled to report earnings after the bell.+5.4%
2026-08-19@Financhle-0.45Reports a $107.1K purchase of BILL $50 puts ahead of quarterly earnings.+5.4%
2026-08-19@eWhispers+0.00Lists leading companies reporting after the Aug. 19 close or before the Aug. 20 open.+5.4%

“Since then” = price move from the close on the signal's date (PT) to the latest close — what happened after they said it, not a backtest. A — means no trading session has closed since the signal yet. Sentiment is our extracted per-tweet score, −1…+1.