BILL FY Q3 Earnings: Take Rates Recover While Macro Weakness Hits - Buying Opportunity For The Long-Term

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  Posted by Two Blokes May 22, 2025 - Filed in Stock - 4 views
  
  BILL's core revenue met expectations, EPS beat, but FY Q4 and FY 2025 guidance were cut due to SMB spending slowdown. Take rate recovery in AP/AR and Spend & Expense segments alleviates prior fears of structural decline, supporting long-term sustainability. Valuation is compelling at current levels, with BILL trading at low revenue and FCF multiples, offering significant upside potential.