Q2 Holdings (QTWO) Aandelenoverzicht
Q2 Holdings, Inc. levert digitale oplossingen aan financiële instellingen, financiële technologiebedrijven, FinTechs en alternatieve financieringsbedrijven (Alt-FI's) in de Verenigde Staten. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 4/6 |
| Toekomstige groei | 4/6 |
| Prestaties in het verleden | 3/6 |
| Financiële gezondheid | 5/6 |
| Dividenden | 0/6 |
QTWO Community Fair Values
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Analyst Price Targets
ZenaTech: A big bet on the rise of AI drones and drones-as-a-service
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Read full narrativeQ2 Holdings, Inc. Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | US$53.53 |
| 52 Week Hoogtepunt | US$96.68 |
| 52 Week Laag | US$44.65 |
| Bèta | 1.42 |
| 1 maand verandering | 12.13% |
| 3 maanden verandering | -6.17% |
| 1 Jaar Verandering | -33.41% |
| 3 jaar verandering | 136.96% |
| 5 jaar verandering | -42.00% |
| Verandering sinds IPO | 252.87% |
Recent nieuws en updates
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 12Rendement voor aandeelhouders
| QTWO | US Software | US Markt | |
|---|---|---|---|
| 7D | 10.2% | -0.4% | 0.9% |
| 1Y | -33.4% | -8.4% | 28.2% |
Rendement versus industrie: QTWO presteerde slechter dan de US Software -sector, die het afgelopen jaar een rendement van -8.4 % opleverde.
Rendement versus markt: QTWO presteerde slechter dan US Market, dat het afgelopen jaar een rendement van 28.2 % opleverde.
Prijsvolatiliteit
| QTWO volatility | |
|---|---|
| QTWO Average Weekly Movement | 6.5% |
| Software Industry Average Movement | 10.1% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.2% |
Stabiele aandelenkoers: QTWO heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de US markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 6% ) van QTWO is het afgelopen jaar stabiel geweest.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 2004 | 2,549 | Matt Flake | www.q2.com |
Q2 Holdings, Inc. levert digitale oplossingen aan financiële instellingen, financiële technologiebedrijven, FinTechs en alternatieve financieringsbedrijven (Alt-FI's) in de Verenigde Staten. Het bedrijf biedt het Digital Banking Platform, een end-to-end digitaal bankplatform dat klanten van financiële instellingen ondersteunt bij het aanbieden van functionaliteiten voor particulieren, het MKB en bedrijven via digitale kanalen; en risico- en fraudeoplossingen die zijn ontworpen ter ondersteuning van de inspanningen van financiële instellingen om eindgebruikers te beschermen, te voldoen aan wettelijke vereisten en frauderisico's efficiënt te beheren. Het bedrijf biedt ook Q2 Innovation Studio, een op een applicatieprogramma-interface en software development kit gebaseerd open technologieplatform waarmee klanten van financiële instellingen, FinTechs en andere partners op maat gemaakte ervaringen en financiële diensten kunnen implementeren voor eindgebruikers; en Helix, een cloud-native, real-time core processing platform dat de diensten en functionaliteit voor bedrijven en financiële instellingen combineert.
Q2 Holdings, Inc. Samenvatting
| QTWO fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | US$3.21b |
| Inkomsten(TTM) | US$73.89m |
| Inkomsten(TTM) | US$821.58m |
Is QTWO overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| QTWO resultatenrekening (TTM) | |
|---|---|
| Inkomsten | US$821.58m |
| Kosten van inkomsten | US$364.97m |
| Brutowinst | US$456.61m |
| Overige uitgaven | US$382.71m |
| Inkomsten | US$73.89m |
Laatst gerapporteerde inkomsten
Mar 31, 2026
Volgende inkomensdatum
n.v.t.
| Winst per aandeel (EPS) | 1.18 |
| Brutomarge | 55.58% |
| Nettowinstmarge | 8.99% |
| Schuld/Eigen Vermogen Verhouding | 49.6% |
Hoe presteerde QTWO op de lange termijn?
Bekijk historische prestaties en vergelijkingBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/04 23:33 |
| Aandelenkoers aan het einde van de dag | 2026/05/04 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Q2 Holdings, Inc. wordt gevolgd door 25 analisten. 14 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Joseph Vruwink | Baird |
| Gary Prestopino | Barrington Research Associates, Inc. |
| Matthew VanVliet | BTIG |