Q2 Holdings（QTWO）株式概要
Q2 Holdings, Inc.は、米国の金融機関、金融テクノロジー企業、FinTech、オルタナティブ・ファイナンス企業（Alt-FI）にデジタル・ソリューションを提供している。 詳細
QTWO Community Fair Values
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Analyst Price Targets
JO
Jolt_Communications
Community ContributorUS$6.85FV • 67.0% 割安 内在価値ディスカウント
73.0%Revenue growth p.a.
3.1k
7
0
70
Q2 Holdings, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$50.75 |
| 52週高値 | US$96.68 |
| 52週安値 | US$44.65 |
| ベータ | 1.42 |
| 1ヶ月の変化 | 7.29% |
| 3ヶ月変化 | -17.14% |
| 1年変化 | -35.88% |
| 3年間の変化 | 134.41% |
| 5年間の変化 | -46.54% |
| IPOからの変化 | 234.54% |
最新ニュース
Q2 Holdings: A Sticky Software Business With Margin Expansion
May 01
QTWO: AI Competitive Concerns May Set Up Digital Banking Repricing
The analyst price target for Q2 Holdings has been trimmed by about $1 to $75, as analysts factor in sector wide software target cuts tied to concerns around AI driven competitive pressures while still reflecting supportive views from recent upgrades. Analyst Commentary Recent Street research around Q2 Holdings reflects a split view, with some analysts turning more constructive on the shares while others trim price targets in response to sector wide software concerns tied to AI.Recent updates
Q2 Holdings: A Sticky Software Business With Margin Expansion
May 01QTWO: AI Competitive Concerns May Set Up Digital Banking Repricing
The analyst price target for Q2 Holdings has been trimmed by about $1 to $75, as analysts factor in sector wide software target cuts tied to concerns around AI driven competitive pressures while still reflecting supportive views from recent upgrades. Analyst Commentary Recent Street research around Q2 Holdings reflects a split view, with some analysts turning more constructive on the shares while others trim price targets in response to sector wide software concerns tied to AI.QTWO: AI Moat Concerns And Digital Asset Expansion May Drive Repricing
Analysts have reduced their average price target on Q2 Holdings by $25 to $75, reflecting a sector-wide reset for vertical software as AI competition, valuation and moat durability come under closer scrutiny. Analyst Commentary Recent Street research around Q2 Holdings clusters around a common theme of resetting expectations, with analysts reworking price targets and ratings as they reassess how AI competition, valuation and competitive moats fit together for vertical software names.QTWO: AI Moat Reassessment And 2026 Guidance May Support Future Upside
Analysts have trimmed their price targets on Q2 Holdings, with one key target moving from $100 to $75 as they reassess competitive moats in light of rapid AI adoption and broader weakness across vertical software names. Analyst Commentary Recent research on Q2 Holdings reflects a mix of caution and selective optimism, with several firms adjusting price targets and one upgrade on valuation.QTWO: AI Moat Questions And 2026 Outlook Should Support Future Upside
Analysts have trimmed their average price target for Q2 Holdings to about $76 from roughly $100, citing sector wide cuts across vertical software as AI adoption raises fresh questions about competitive moats and the durability of existing business models. Analyst Commentary Recent research on Q2 Holdings points to a mixed setup, with price targets coming down but a split between those who see current levels as attractive and those who are more cautious about execution and competitive risk.QTWO: AI Moat Concerns And 2026 Guidance Should Support Future Share Gains
Analysts have trimmed their average price target on Q2 Holdings from about $89 to roughly $76. This reflects sector wide cuts in vertical software as they reassess competitive moats and defensibility in light of rapid AI adoption.We Think Q2 Holdings' (NYSE:QTWO) Profit Is Only A Baseline For What They Can Achieve
Feb 18
QTWO: Strong Bookings And 2026 Guidance Should Support Future Share Gains
Analysts have made a small downward tweak to their price target for Q2 Holdings to roughly $89 per share, reflecting slightly higher discount-rate assumptions and a lower forward P/E multiple, even as they highlight ongoing support from valuation-focused upgrades and prior research citing solid bookings and positive longer term guidance. Analyst Commentary Recent research on Q2 Holdings reflects a mix of optimism about execution and bookings, alongside some caution on valuation and discount-rate assumptions.QTWO: Strong Bookings And Margin Expansion Should Support Future Share Gains
Analysts trimmed their average price target on Q2 Holdings by a small amount to reflect sector wide multiple compression and modest adjustments to growth and margin assumptions, even as recent research continues to highlight strong Q3 execution and solid bookings trends. Analyst Commentary Street research on Q2 Holdings has been mixed, with some analysts trimming price targets to reflect sector wide valuation changes while still recognizing solid execution in the latest quarter.QTWO: Lower Rates And Bank Tech Spending Should Support Future Margin Expansion
Analysts have made a modest upward adjustment to their price targets on Q2 Holdings, with changes such as DA Davidson moving to $82 and others resetting to a range of $82 to $90 following strong Q3 revenue, margin performance, solid bookings, and updated long-term guidance, while also factoring in broader software valuation resets. Analyst Commentary Recent research on Q2 Holdings highlights a mix of optimism about execution and growth, alongside some caution tied largely to sector valuation resets and spending uncertainty.QTWO: Lower Rates Will Drive Digital Banking Demand And Margin Expansion
Analysts made modest downward adjustments to their price targets on Q2 Holdings, trimming estimates by up to about $25 per share as they balance the company’s stronger than expected Q3 revenue and margin performance, along with a constructive 2026 outlook, against a reset in software sector valuations and concerns about a potentially softer spending environment. Analyst Commentary Analysts are digesting Q2 Holdings recent performance and updated outlook by fine tuning their price targets while largely maintaining a constructive stance on the company’s execution and growth prospects.QTWO: Lower Rates Will Drive Digital Banking Demand And Share Repurchases
Analysts have modestly trimmed their average price target on Q2 Holdings to about $90 per share from roughly $96 previously, citing a reset in software valuation multiples despite continued outperformance in Q3 bookings, revenue growth and margin expansion, as well as a constructive long term outlook tied to banks increasing digital investment in a lower rate environment. Analyst Commentary Street research following Q3 results reflects a mix of optimism around Q2 Holdings execution and growth, tempered by a reset in software valuations and concerns about the broader spending environment.QTWO: Strong Bookings And Efficiency Gains Will Drive Performance As Rates Decline
Analysts have slightly reduced their average price target for Q2 Holdings, trimming it by less than $1 to approximately $89.71. They are factoring in robust Q3 performance while adjusting for sector-wide valuation pressures and evolving growth expectations.QTWO: Lower Rates Will Support Rebound As Efficiency Gains Drive Profitability
Q2 Holdings' average analyst price target has been reduced from approximately $101 to $90. Analysts cite strong recent performance, but also note lower software sector valuations and expectations for a more moderate growth environment ahead.Results: Q2 Holdings, Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates
Nov 08Digital Banking Sector Opportunities Will Expand Amid Shifting Rate Environment
Q2 Holdings' analyst price target has been lowered by $20 to $90, as analysts cite recent share underperformance and expectations of a less robust spending environment amid changing interest rates. However, opportunities for technology investment remain noted.Some Confidence Is Lacking In Q2 Holdings, Inc. (NYSE:QTWO) As Shares Slide 25%
Oct 14Q2 Holdings' (NYSE:QTWO) Performance Is Even Better Than Its Earnings Suggest
Aug 07Is It Time To Consider Buying Q2 Holdings, Inc. (NYSE:QTWO)?
Jul 25Would Q2 Holdings (NYSE:QTWO) Be Better Off With Less Debt?
Jun 22Q2 Holdings, Inc.'s (NYSE:QTWO) CEO Will Probably Have Their Compensation Approved By Shareholders
May 27Fraud And Risk Solutions Will Unlock Future Market Potential
Expansion in fraud and risk solutions is expected to drive growth, enhancing revenue through greater customer adoption amidst increasing fraud activity.Subdued Growth No Barrier To Q2 Holdings, Inc.'s (NYSE:QTWO) Price
Apr 23Q2 Holdings: Bull Case Centers On Margin Expansion And Land-And-Expand Strength
Apr 16What Is Q2 Holdings, Inc.'s (NYSE:QTWO) Share Price Doing?
Apr 08A Look At The Fair Value Of Q2 Holdings, Inc. (NYSE:QTWO)
Mar 08Q2 Holdings Is Rightfully Dropping Amid Valuation Concerns (Technical Analysis)
Mar 03Q2 Holdings: Buy This Little-Known Software Company As It Ramps Up RPOs And EBITDA
Feb 24Q2 Holdings: Justifying A Modest Premium With Major Profit Inflection
Jan 25Is Q2 Holdings (NYSE:QTWO) Using Too Much Debt?
Jan 15Q2 Holdings: Capitalizing On Banking Consolidation For Topline Expansion
Jan 11Q2 Holdings: Signs Of Slowing Growth And Fully Valued Premium Make It A Hold
Dec 25Q2 Holdings Looks Vulnerable Into 2025
Dec 09Pinning Down Q2 Holdings, Inc.'s (NYSE:QTWO) P/S Is Difficult Right Now
Oct 29Q2 Holdings: Expanding Margins And Tangible Momentum Make It A Buy
Oct 09Does Q2 Holdings (NYSE:QTWO) Have A Healthy Balance Sheet?
Sep 12株主還元
| QTWO | US Software | US 市場 | |
|---|---|---|---|
| 7D | 6.8% | -2.6% | 0.6% |
| 1Y | -35.9% | -9.8% | 28.7% |
業界別リターン: QTWO過去 1 年間で-9.8 % の収益を上げたUS Software業界を下回りました。
リターン対市場: QTWOは、過去 1 年間で28.7 % のリターンを上げたUS市場を下回りました。
価格変動
| QTWO volatility | |
|---|---|
| QTWO Average Weekly Movement | 6.5% |
| Software Industry Average Movement | 10.1% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.3% |
安定した株価: QTWO 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: QTWOの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2004 | 2,549 | Matt Flake | www.q2.com |
Q2ホールディングスは、米国の金融機関、金融テクノロジー企業、FinTech、オルタナティブ・ファイナンス企業（Alt-FI）にデジタル・ソリューションを提供している。Q2ホールディングスは、エンド・ツー・エンドのデジタル・バンキング・プラットフォーム「デジタル・バンキング・プラットフォーム」を提供しており、金融機関の顧客がデジタル・チャネルを通じてリテール、中小企業、商業の各分野の機能を提供できるよう支援しています。また、リスク・ソリューションや不正行為ソリューションも提供しており、エンドユーザーの保護、規制要件の遵守、不正行為リスクの効率的な管理といった金融機関の取り組みを支援しています。また、アプリケーション・プログラム・インターフェースとソフトウェア開発キットをベースとしたオープンテクノロジープラットフォームであり、金融機関の顧客やFinTech企業、その他のパートナーがカスタマイズされた体験や金融サービスをエンドユーザーに展開することを可能にするQ2 Innovation Studioや、企業や金融機関向けのサービスと機能を統合したクラウドネイティブなリアルタイムコアプロセッシングプラットフォームであるHelixも提供している。さらに、金融機関、FinTech企業、Alt-FIを支援するデジタル融資およびリレーションシップ・プライシング・ソリューションを提供し、融資ワークフロー、プライシング戦略、顧客リレーションシップを商業および消費者向けユースケースで管理するほか、融資、預金、手数料ベースの商品も提供している。前身はCBGホールディングスで、2013年3月にQ2ホールディングスに社名変更した。Q2ホールディングスは2004年に設立され、テキサス州オースティンに本社を置いている。
Q2 Holdings, Inc. 基礎のまとめ
| QTWO 基礎統計学 | |
|---|---|
| 時価総額 | US$3.28b |
| 収益（TTM） | US$73.89m |
| 売上高(TTM) | US$821.58m |
42.9x
PER（株価収益率3.9x
P/SレシオQTWO は割高か？
公正価値と評価分析を参照収益と収入
| QTWO 損益計算書（TTM） | |
|---|---|
| 収益 | US$821.58m |
| 売上原価 | US$364.97m |
| 売上総利益 | US$456.61m |
| その他の費用 | US$382.71m |
| 収益 | US$73.89m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 1.18 |
| グロス・マージン | 55.58% |
| 純利益率 | 8.99% |
| 有利子負債／自己資本比率 | 49.6% |
QTWO の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/04/30 05:48 |
| 終値 | 2026/04/30 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Q2 Holdings, Inc. 13 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。25
| アナリスト | 機関 |
|---|---|
| Joseph Vruwink | Baird |
| Gary Prestopino | Barrington Research Associates, Inc. |
| Matthew VanVliet | BTIG |