BILL Holdings (BILL) Investor Activism Sparks 10.4% Jump

We recently published Monstrous Gains: 10 Stocks Leaving Wall Street in the Dust. BILL Holdings, Inc. (NYSE:BILL) is one of the best performers on Friday.

BILL Holdings extended its rally to a second day on Friday, jumping 10.39 percent to end at $51.54 apiece as investor sentiment was bolstered by news that activist investor Starboard Value was mulling over a boardroom challenge to push changes at the financial automation software company.

In a regulatory filing, Starboard Value said that it has been building the position with BILL Holdings, Inc. (NYSE:BILL) following the drop in its share prices recently. This includes nominating director candidates and engaging with the company on significant issues.

Since the start of the year, BILL Holdings, Inc.’s (NYSE:BILL) stock price has already fallen by 39 percent, and by 48 percent from its highest 52-week price of $100.19.

In the past few weeks, the company announced a dismal earnings performance for the fourth quarter of the 2025 fiscal period, having incurred a net loss of $7.07 million in the fourth quarter from a $7.6 million net income in the same period last year. Total revenues, however, were higher by 11.66 percent at $383 million versus $343.66 million year-on-year.

Looking ahead, the company is targeting to grow its revenues by 9 to 11 percent for fiscal year 2026 to a range of $1.589 billion to $1.629 billion, as well as its net income to $236 million to $260 million.

For the first quarter alone, revenues are expected to settle at $385 million to $395 million, marking a year-on-year revenue growth of 7 to 10 percent. Net income is expected to hit $56.5 million to $60.5 million.

While we acknowledge the potential of BILL  as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock.

READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.

Disclosure: None. This article is originally published at Insider Monkey.