What Happened?

Shares of financial automation platform BILL (NYSE: BILL) jumped 38.7% in the afternoon session after the company reported strong fourth-quarter 2025 results that surpassed analyst expectations and provided an optimistic financial outlook. 

BILL posted an adjusted profit of $0.64 per share, beating the forecast of $0.56. Revenue for the quarter came in at $414.7 million, an increase of 14.4% from the same period last year and ahead of the anticipated $400.1 million. Looking ahead, BILL raised its full-year guidance, adding to investor confidence. The company lifted its revenue forecast to a midpoint of $1.64 billion and increased its adjusted earnings per share projection to a midpoint of $2.37 for the full year. 

Adding to the momentum, reports revealed the company was exploring a potential sale. According to Bloomberg, private equity giant Hellman & Friedman has entered discussions to acquire the business payments firm as part of a formal auction process. This move follows mounting pressure from activist investors like Starboard Value and Elliott Investment Management.

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What Is The Market Telling Us

BILL’s shares are very volatile and have had 26 moves greater than 5% over the last year. But moves this big are rare even for BILL and indicate this news significantly impacted the market’s perception of the business.

The previous big move we wrote about was 3 days ago when the stock dropped 9.9% on the news that fears of disruption from artificial intelligence spooked investors, leading to a broad-based sell-off. 

The market witnessed a "basket-style reaction," a term for when investors reduce exposure to an entire segment without differentiating between individual company business models. The negative sentiment was widespread, pulling down all of the Magnificent Seven stocks and sending the S&P 500 Information Technology Sector down nearly 3%.

BILL is down 1.9% since the beginning of the year, and at $49.61 per share, it is trading 48.5% below its 52-week high of $96.35 from February 2025. Investors who bought $1,000 worth of BILL’s shares 5 years ago would now be looking at an investment worth $277.11.

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