Q2 Holdings 将来の成長
Future 基準チェック /46
Q2 Holdings利益と収益がそれぞれ年間28.5%と9.5%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に26.6% 34%なると予測されています。
主要情報
28.5%
収益成長率
34.01%
EPS成長率
| Software 収益成長 | 18.9% |
| 収益成長率 | 9.5% |
| 将来の株主資本利益率 | 26.61% |
| アナリストカバレッジ | Good |
| 最終更新日 | 01 May 2026 |
今後の成長に関する最新情報
Recent updates
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.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業績と収益の成長予測
| 日付 | 収益 | 収益 | フリー・キャッシュフロー | 営業活動によるキャッシュ | 平均アナリスト数 |
|---|---|---|---|---|---|
| 12/31/2028 | 1,072 | 125 | 298 | 341 | 4 |
| 12/31/2027 | 969 | 140 | 255 | 294 | 14 |
| 12/31/2026 | 880 | 103 | 218 | 257 | 14 |
| 3/31/2026 | 822 | 74 | 180 | 214 | N/A |
| 12/31/2025 | 795 | 52 | 173 | 201 | N/A |
| 9/30/2025 | 770 | 32 | 154 | 181 | N/A |
| 6/30/2025 | 743 | 5 | 151 | 178 | N/A |
| 3/31/2025 | 721 | -20 | 139 | 166 | N/A |
| 12/31/2024 | 696 | -39 | 107 | 136 | N/A |
| 9/30/2024 | 676 | -57 | 100 | 129 | N/A |
| 6/30/2024 | 655 | -68 | 74 | 103 | N/A |
| 3/31/2024 | 637 | -79 | 49 | 80 | N/A |
| 12/31/2023 | 625 | -65 | 40 | 70 | N/A |
| 9/30/2023 | 609 | -80 | 48 | 78 | N/A |
| 6/30/2023 | 599 | -84 | 35 | 67 | N/A |
| 3/31/2023 | 585 | -86 | 16 | 45 | N/A |
| 12/31/2022 | 566 | -109 | 7 | 37 | N/A |
| 9/30/2022 | 551 | -102 | 2 | 32 | N/A |
| 6/30/2022 | 533 | -106 | -12 | 11 | N/A |
| 3/31/2022 | 516 | -111 | 5 | 32 | N/A |
| 12/31/2021 | 499 | -113 | 5 | 31 | N/A |
| 9/30/2021 | 476 | -125 | -17 | 11 | N/A |
| 6/30/2021 | 453 | -120 | 4 | 30 | N/A |
| 3/31/2021 | 427 | -129 | -19 | 7 | N/A |
| 12/31/2020 | 403 | -138 | -28 | -3 | N/A |
| 9/30/2020 | 381 | -115 | -39 | -20 | N/A |
| 6/30/2020 | 357 | -107 | -26 | -8 | N/A |
| 3/31/2020 | 337 | -86 | -18 | -4 | N/A |
| 12/31/2019 | 315 | -71 | N/A | 1 | N/A |
| 9/30/2019 | 296 | -67 | N/A | 7 | N/A |
| 6/30/2019 | 277 | -57 | N/A | 7 | N/A |
| 3/31/2019 | 258 | -49 | N/A | 1 | N/A |
| 12/31/2018 | 241 | -35 | N/A | 5 | N/A |
| 9/30/2018 | 226 | -29 | N/A | 4 | N/A |
| 6/30/2018 | 215 | -26 | N/A | -2 | N/A |
| 3/31/2018 | 204 | -25 | N/A | 13 | N/A |
| 12/31/2017 | 194 | -26 | N/A | 9 | N/A |
| 9/30/2017 | 184 | -28 | N/A | 6 | N/A |
| 6/30/2017 | 173 | -32 | N/A | -4 | N/A |
| 3/31/2017 | 161 | -34 | N/A | -7 | N/A |
| 12/31/2016 | 150 | -36 | N/A | 3 | N/A |
| 9/30/2016 | 138 | -37 | N/A | 4 | N/A |
| 6/30/2016 | 128 | -35 | N/A | 3 | N/A |
| 3/31/2016 | 118 | -30 | N/A | 8 | N/A |
| 12/31/2015 | 109 | -25 | N/A | 5 | N/A |
| 9/30/2015 | 101 | -21 | N/A | -1 | N/A |
| 6/30/2015 | 94 | -19 | N/A | -1 | N/A |
アナリストによる今後の成長予測
収入対貯蓄率: QTWOの予測収益成長率 (年間28.5% ) は 貯蓄率 ( 3.5% ) を上回っています。
収益対市場: QTWOの収益 ( 28.5% ) はUS市場 ( 16% ) よりも速いペースで成長すると予測されています。
高成長収益: QTWOの収益は今後 3 年間で 大幅に 増加すると予想されています。
収益対市場: QTWOの収益 ( 9.5% ) US市場 ( 11.2% ) よりも低い成長が予測されています。
高い収益成長: QTWOの収益 ( 9.5% ) 20%よりも低い成長が予測されています。
一株当たり利益成長率予想
将来の株主資本利益率
将来のROE: QTWOの 自己資本利益率 は、3年後には高くなると予測されています ( 26.6 %)
成長企業の発掘
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 | 2026/05/05 22:20 |
| 終値 | 2026/05/05 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 |
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| アナリストのコンセンサス予想 | +プラス3年 |
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| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
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| 主な進展 | 10年 |
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* 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. 14 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 |