BILL Holdings, Inc. (BILL)

BILL Holdings BILL is still building a stronger case for investors who want exposure to small-business financial software. The company is not just selling basic payment tools. It is creating a broader financial operations platform that helps small and midsize businesses manage invoices, approvals…

Billionaire investor Bill Ackman is making it clear he hasn't soured on Google. Over the weekend, the Pershing Square founder hopped on X to explain why his fund dumped its long-held Alphabet stake—and it comes down to one thing: he needed the cash to buy Microsoft.

Ackman wrote that his fund was ... forward earnings, broadly in line with the market multiple and well below Microsoft's trading average over the last few years." Should other investors sell Alphabet stock and aggressively buy Microsoft because Ackman did? Absolutely not. However, there are some imp…

MSFT stock trades at about 25.1 times forward earnings, right in line with the sector median and offering a discount from its own five-year average. For a company still growing revenue at a high-teens pace, that is a much friendlier setup than the market provided when shares raced higher. ... Bill .…

The company’s own characterization ... software spending, leaving BILL’s most meaningful product initiatives deferred to fiscal 2027 and the stock effectively range-bound. The guidance signal carries weight beyond a single company’s earnings cycle....