以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。
数据新鲜度群聊 07-14 ✓卖方 07-14 ✓Wrap 断档15天 ✕News 07-15 ✓X 断档12天 ✕页面生成 07-15
BILL
13 atoms · 跨 5 天 · 首见 2026-05-07 · 最近 2026-06-22
三色: 🟦 fact 6 · 🟥 take 7 · stance ▲6/▼1/◆0
来源: X 9 · 卖 1
时态: fresh:9 · aging:3 · stale:1
标签: 好数字:8 · 好观点:5 · 好信源:1
叙事 (narrative) (1)
- 2026-06-01 · 估值
BILL prob the only thing that still looks dirt cheap? anything else?
tags: 好观点 · → daily
value: direction=still dirt cheap
预测 (forecast) (2)
- 2026-06-22 · 营收增长预测
TD Cowen expects BILL to sustain double-digit revenue growth through FY28, driven by low penetration in a large SMB payments market, increasing software attach rates, and embedded partnerships that broaden distribution.
tags: 好数字 · → daily
value: qty=double-digit revenue growth through FY28
- 2026-06-22 · 利润率预测
TD Cowen sees meaningful margin expansion ahead, with adjusted EBIT margins projected to approach 26% by FY28 and free cash flow margins reaching ~20%, while upcoming earnings and buybacks could help shift investor focus back toward improving execution and profitability.
tags: 好数字 · → daily
value: qty=adj EBIT margin ~26% by FY28, FCF margin ~20%
立场 (position) (4)
- 2026-06-22
[老化中] · TD Cowen 首次覆盖评级
TD Cowen Initiates Coverage on $BILL with Buy Rating, PT $43
tags: 好观点·好信源 · → daily
value: qty=买入 · date=2026-06-22
- 2026-06-22
[老化中] · 目标价
$BILL | TD Cowen initiates BILL with a Buy rating, sets PT at $43
tags: 好观点 · → daily
value: qty=$43 · date=当前
- 2026-06-22
[老化中] · 评级
TD Cowen initiated BILL with a Buy rating, arguing the stock’s ~40% decline has created an attractive setup as fundamentals stabilize and growth concerns ease.
tags: 好观点 · → daily
value: rating=Buy
展开 1 条老旧 / 已过期
- 2026-06-10
[老旧] · 评级下调
BILL (Truist to Hold)
tags: 好观点 · → daily
value: rating=Hold (from ?)
事实 (fact) (6)
- 2026-05-11 · RIFs announced due to AI
$XYZ (40%) $BILL (30%) $PYPL (20%) and $COIN (15%) have announced significant RIFs due to AI advancements.
tags: 好数字 · → daily
value: qty=30% · date=2026-05-11
- 2026-05-07 · Q3-2026 实际每股收益
实际每股收益(EPS): 0.68$
tags: 好数字 · → daily
value: qty=$0.68 · date=Q3-2026
- 2026-05-07 · Q3-2026 预期每股收益
预期每股收益(EPS): 0.55$
tags: 好数字 · → daily
value: qty=$0.55 · date=Q3-2026
- 2026-05-07 · Q3-2026 每股收益同比增速
每股收益同比增速(YoY): 36%
tags: 好数字 · → daily
value: qty=36% · date=Q3-2026
- 2026-05-07 · Q3-2026 实际营收
实际营收: 406.60M$
tags: 好数字 · → daily
value: qty=$406.60M · date=Q3-2026
- 2026-05-07 · Q3-2026 预期营收
预期营收: 403.38M$
tags: 好数字 · → daily
value: qty=$403.38M · date=Q3-2026
时间轴 (近 20)
- 2026-06-22 ·
position · TD Cowen 首次覆盖评级 · → daily
- 2026-06-22 ·
position · 目标价 · → daily
- 2026-06-22 ·
position · 评级 · → daily
- 2026-06-22 ·
forecast · 营收增长预测 · → daily
- 2026-06-22 ·
forecast · 利润率预测 · → daily
- 2026-06-10 ·
position · 评级下调 · → daily
- 2026-06-01 ·
narrative · 估值 · → daily
- 2026-05-11 ·
fact · RIFs announced due to AI · → daily
- 2026-05-07 ·
fact · Q3-2026 实际每股收益 · → daily
- 2026-05-07 ·
fact · Q3-2026 预期每股收益 · → daily
- 2026-05-07 ·
fact · Q3-2026 每股收益同比增速 · → daily
- 2026-05-07 ·
fact · Q3-2026 实际营收 · → daily
- 2026-05-07 ·
fact · Q3-2026 预期营收 · → daily
← 实体目录 · 系统日志