Q2 HoldingsQTWO
QTWO
About: Q2 Holdings Inc. is a provider of cloud-based virtual banking solutions for regional financial institutions to deliver mobile banking services to retail and commercial end-users who wish to bank anywhere and anytime. Its solutions operate on an integrated tablet-first platform which provides financial institutions a comprehensive view of account holder activity and meets the regulatory and security requirements applicable to the industry. The firm generates revenue from subscription-based arrangements for software offerings. A large majority of the firm's revenue is generated in the United States.
Employees: 2,477
0
Funds holding %
of 7,425 funds
0
Analysts bullish %
of 7 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
169% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 26
127% more call options, than puts
Call options by funds: $25.5M | Put options by funds: $11.2M
26% more capital invested
Capital invested by funds: $4.98B [Q3] → $6.27B (+$1.29B) [Q4]
13% more funds holding
Funds holding: 290 [Q3] → 329 (+39) [Q4]
0.5% less ownership
Funds ownership: 103.6% [Q3] → 103.1% (-0.5%) [Q4]
22% less repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 126
38% less funds holding in top 10
Funds holding in top 10: 8 [Q3] → 5 (-3) [Q4]
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$90
2%
downside
Avg. target
$101
11%
upside
High target
$110
20%
upside
7 analyst ratings
4 positive
57%
3 neutral
43%
0 negative
0%
RBC Capital Daniel Perlin 52% 1-year accuracy 27 / 52 met price target | 10%upside $101 | Sector Perform Maintained | 8 May 2025 |
Raymond James Alexander Sklar 33% 1-year accuracy 1 / 3 met price target | 15%upside $105 | Outperform Maintained | 8 May 2025 |
Morgan Stanley James Faucette 88% 1-year accuracy 7 / 8 met price target | 2%upside $93 | Equal-Weight Maintained | 8 May 2025 |
Stifel Parker Lane 43% 1-year accuracy 3 / 7 met price target | 15%upside $105 | Buy Maintained | 8 May 2025 |
Baird Jon Vruwink 0 / 0 met price target | 2%downside $90 | Neutral Maintained | 8 May 2025 |
Financial journalist opinion
Based on 8 articles about QTWO published over the past 30 days
Positive
Seeking Alpha
2 days ago
Q2 Holdings: What Q1 Earnings Mean For Q2's Next Chapter
Q2 Holdings posted strong Q1 2025 results, with $189.7 million in revenue, a 14.6% YoY growth, and their first operating profit as a public company. Gross margins hit a record 53.2%, and the company generated $43.5 million in cash from operations, signaling robust financial health and growth potential. Key growth drivers include fraud management solutions and Innovation Studio, which have resonated well with customers, enhancing revenue durability and expansion success.
Positive
Benzinga
6 days ago
These Analysts Revise Their Forecasts On Q2 Holdings Following Q1 Results
Q2 Holdings, Inc. QTWO reported upbeat earnings for the first quarter on Wednesday.
Neutral
Seeking Alpha
6 days ago
Q2 Holdings, Inc. (QTWO) Q1 2025 Earnings Conference Call Transcript
Q2 Holdings, Inc. (NYSE:QTWO ) Q1 2025 Earnings Conference Call May 7, 2025 5:00 PM ET Company Participants Josh Yankovich - Investor Relations Matt Flake - Chief Executive Officer and Chairman of the Board Jonathan Price - Chief Financial Officer Kirk Coleman - President Conference Call Participants Parker Lane - Stifel Alex Sklar - Raymond James Terry Tillman - Truist Securities Adam Hotchkiss - Goldman Sachs Dan Perlin - RBC Capital Markets Joe Vruwink - Robert W. Baird Michael Infante - Morgan Stanley Cris Kennedy - William Blair Dominick Gabriele - Compass Point Operator Good afternoon.
Positive
Zacks Investment Research
6 days ago
Q2 Holdings (QTWO) Tops Q1 Earnings and Revenue Estimates
Q2 Holdings (QTWO) came out with quarterly earnings of $0.54 per share, beating the Zacks Consensus Estimate of $0.48 per share. This compares to earnings of $0.31 per share a year ago.
Neutral
Business Wire
6 days ago
Q2 Holdings, Inc. Announces First Quarter 2025 Financial Results
AUSTIN, Texas--(BUSINESS WIRE)--Q2 Holdings, Inc. (NYSE: QTWO), a leading provider of digital transformation solutions for financial services, today announced results for its first quarter ending March 31, 2025. GAAP Results for the First Quarter 2025 Revenue of $189.7 million, up 15 percent year-over-year and up 4 percent from fourth quarter 2024. GAAP gross margin of 53.2 percent, up from 49.7 percent in the prior-year quarter and 52.6 percent in fourth quarter 2024. GAAP net income of $4.8 m.
Neutral
PRNewsWire
2 weeks ago
Pinwheel Announces Integration With Q2's Digital Banking Platform
Financial Institutions can now provide Pinwheel's embedded 1-click deposit switching to customers through Q2's Digital Banking Platform NEW YORK , April 24, 2025 /PRNewswire/ -- Pinwheel , the fintech helping financial institutions win primacy with frictionless account activation and engagement products, today announced an integration with Q2's Digital Banking Platform, via the Q2 Partner Accelerator Program. Q2 Holdings, Inc. (NYSE: QTWO) is a leading provider of digital transformation solutions for banking and lending.
Neutral
Business Wire
2 weeks ago
Q2 Holdings, Inc. Announces Investor Conference Call to Review First Quarter 2025 Financial Results
AUSTIN, Texas--(BUSINESS WIRE)--Q2 Holdings, Inc. (NYSE: QTWO), a leading provider of digital transformation solutions for financial services, will release its financial results for the first quarter 2025 after market close on Wednesday, May 7, 2025. Q2 will host a corresponding conference call at 5:00 p.m. EDT on Wednesday, May 7, 2025. Conference Call Details Date: Wednesday, May 7, 2025 Time: 5:00 p.m. EDT Hosts: Matt Flake, Chairman & CEO / Jonathan Price, CFO / Kirk Coleman, Pres.
Positive
Seeking Alpha
4 weeks ago
Q2 Holdings: Bull Case Centers On Margin Expansion And Land-And-Expand Strength
Q2 Holdings posted strong 2024 financials with 11.5% revenue growth, expanding margins, and a net profit, reinforcing my 'Buy' rating. The company's successful land-and-expand strategy drives significant customer revenue growth, implying healthy net revenue retention and fueling operating leverage. Q2's valuation is justified by its superior growth compared to peers, with potential for multiple expansion as margins and cash flow improve.
Neutral
Business Wire
1 month ago
Signature Bank Launches Q2 as its New Digital Banking Partner
AUSTIN, Texas--(BUSINESS WIRE)--Q2 Holdings, Inc. (NYSE: QTWO), a leading provider of digital transformation solutions for financial services, today announced that Signature Bank has launched Q2's Digital Banking Platform to accelerate its digital banking transformation. Q2 will help Signature Bank deliver robust digital banking products to serve their commercial and retail customers. Founded in 2006, Illinois-based Signature Bank is one of the fastest growing, independently owned commercial ba.
Neutral
Business Wire
1 month ago
Austin FC and Q2 Announce the 2025 Austin FC Dream Starter Competition
AUSTIN, Texas--(BUSINESS WIRE)--Austin FC and Q2 Holdings Inc. announced today the launch of the 2025 Austin FC Dream Starter Competition, presented by Q2. The fifth annual business initiative invites Austin entrepreneurs from underrepresented groups to apply and compete for $100,000 in “Dream Starter” funds to accelerate their entrepreneurial venture. The online application is now open to eligible entities and will close on Monday, April 14. The winning venture will be announced on Wednesday,.
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