Press Release: Barington Capital Group Calls For Changes At Bill Holdings, Inc. To Improve Long-Term Shareholder Value

Investing.com -- Bill Holdings Inc. (NYSE:BILL) stock rose 2.2% Thursday after Bloomberg reported that activist investor Barington Capital Group has taken a stake in the business payments firm and is urging its board to explore a sale.

Barington has built a roughly $25 million position in Bill Holdings and joins other activist investors Elliott Investment Management and Starboard Value LP who already have stakes in the company. The hedge fund is now engaging with the company, according to people familiar with the matter.

"Based on our research, it is our belief that the company would be an extremely attractive acquisition candidate for both strategic and financial buyers," Barington Chief Executive Officer James Mitarotonda wrote in a letter to Bill’s board that was reviewed by Bloomberg News.

In the letter, Mitarotonda called on the board to "engage a financial adviser and form a special committee of independent directors to explore strategic alternatives for the company, including a potential sale, merger or other business combination."

The news comes as Bill Holdings faces increasing pressure from activist investors to consider strategic options that could potentially unlock shareholder value.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Investing.com -- The artificial intelligence sector continues to attract investor attention with companies showing remarkable earnings growth potential. A recent ranking by WarrenAI highlights seven AI stocks with extraordinary EPS growth forecasts, though with varying analyst sentiment regarding their current valuations.

HubSpot, Inc. (NYSE:HUBS) tops the list with an astonishing 10,737.1% EPS growth forecast. The marketing and sales software provider shows solid revenue growth of 19.2% and analysts project a 13.0% upside potential. However, WarrenAI notes the company remains "deep in loss territory" with negative returns on equity and invested capital despite its strong market capitalization.

Recently, HubSpot has faced multiple analyst actions, including a downgrade to Neutral from Rothschild Redburn due to concerns about AI disruption. Other firms also lowered their price targets, citing growth concerns following the company’s third-quarter outlook.

LiveRamp Holdings, Inc. (NYSE:RAMP) ranks second with a 5,842.0% EPS growth forecast. The data connectivity platform company offers one of the highest analyst upside potentials at 21.5%, with revenue growth of 10.1%. WarrenAI highlights its "strong FCF yield" and "improving profit profile" as key strengths.

LiveRamp Holdings reported mixed Q2 2026 results, with revenue of $200 million surpassing forecasts, while its earnings per share of $0.42 fell short of analyst expectations.

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) claims the third position with a 4,841.9% EPS growth forecast and the second-highest revenue growth at 22.0%. Despite these impressive metrics, analysts see a -25.9% downside potential, with WarrenAI noting that the "price already surged" following recent growth.

CrowdStrike Holdings reported strong third-quarter fiscal 2026 results, with revenue and earnings per share beating consensus estimates. Following the report, multiple firms, including Goldman Sachs and DA Davidson, reiterated positive ratings, citing strong platform demand and accelerating recurring revenue growth.

BILL Holdings, Inc. (NYSE:BILL) shows a 3,667.5% EPS growth forecast and 11.6% revenue growth. The financial automation software provider has the highest analyst upside in the group at 32.2%, though WarrenAI observes that the "market is punishing recent returns."

In its first-quarter 2026 earnings report, BILL Holdings announced an earnings per share of $0.61, which exceeded analyst forecasts, while revenue also came in slightly ahead of expectations.

GitLab Inc. (NASDAQ:GTLB) boasts the highest revenue growth at 27.4% with a 2,403.9% EPS growth forecast. Analysts project a modest 4.4% upside, with WarrenAI describing the DevOps platform provider as "volatile but compelling."

GitLab Inc. was downgraded to Neutral from Outperform by Macquarie, which cited execution risks. The company’s mixed third-quarter results also led several other firms to lower their price targets, pointing to slowing growth metrics.

Tuya Inc. (NYSE:TUYA) shows a 1,364.6% EPS growth forecast with 13.7% revenue growth. The IoT platform company has a 15.5% analyst upside potential, with WarrenAI characterizing it as a "niche AI play" with "strong cash flow" and a "smaller cap."

Tuya Inc. reported third-quarter 2025 earnings that saw its earnings per share match analyst forecasts, although its revenue of $82.5 million came in slightly below expectations.

CCC Intelligent Solutions Holdings Inc. (NASDAQ:CCC) rounds out the list with an 811.8% EPS growth forecast and 10.6% revenue growth. With just 0.9% analyst upside potential, WarrenAI describes it as having a "moderate upside, steady EPS growth, stable business model."

These rankings highlight the diverse opportunities within the AI sector, from established players to emerging companies, each with different risk-reward profiles based on their current valuations and growth trajectories.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.