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 7,296 funds
0
Analysts bullish %
of 8 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
34% more repeat investments, than reductions
Existing positions increased: 139 | Existing positions reduced: 104
15% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 48
2.85% more ownership
Funds ownership: 103.23% [Q4 2024] → 106.08% (+2.85%) [Q1 2025]
7% more call options, than puts
Call options by funds: $21.7M | Put options by funds: $20.2M
1% less funds holding
Funds holding: 333 [Q4 2024] → 331 (-2) [Q1 2025]
18% less capital invested
Capital invested by funds: $6.28B [Q4 2024] → $5.15B (-$1.12B) [Q1 2025]
60% less funds holding in top 10
Funds holding in top 10: 5 [Q4 2024] → 2 (-3) [Q1 2025]
Research analyst outlook
8 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$90
5%
upside
Avg. target
$103
20%
upside
High target
$110
28%
upside
8 analyst ratings
5 positive
63%
3 neutral
38%
0 negative
0%
Cantor Fitzgerald Matthew Vanvliet | 28%upside $110 | Overweight Initiated | 3 Jun 2025 |
RBC Capital Daniel Perlin | 18%upside $101 | Sector Perform Maintained | 8 May 2025 |
Raymond James Alexander Sklar | 23%upside $105 | Outperform Maintained | 8 May 2025 |
Morgan Stanley James Faucette | 9%upside $93 | Equal-Weight Maintained | 8 May 2025 |
Stifel Parker Lane | 23%upside $105 | Buy Maintained | 8 May 2025 |
Financial journalist opinion
Based on 5 articles about QTWO published over the past 30 days
Neutral
Business Wire
3 days ago
Q2 Named Market Leader in 2025 Datos Matrix: Leading U.S. Digital Small Business Banking Providers Report
AUSTIN, Texas--(BUSINESS WIRE)--Q2 Holdings, Inc. (NYSE:QTWO), a leading provider of digital transformation solutions for financial services, today announced it has been recognized as a market leader in the 2025 Datos Matrix: Leading U.S. Digital Small Business Banking Providers report. The report, which leverages Datos Insights' proprietary vendor assessment framework, highlights Q2's innovation and small business customer experience enhancements, as well as strong client satisfaction around i.
Neutral
Business Wire
2 weeks ago
Austin FC and Q2 Announce Good Grief as the 2025 Dream Starter Competition Winner
AUSTIN, Texas--(BUSINESS WIRE)--Today, Good Grief was announced as the winner of the 2025 Austin FC Dream Starter Competition presented by Q2 Holdings, Inc. (NYSE: QTWO). Good Grief will receive $100,000 in funding to accelerate its business and mission as part of the Austin FC Dream Starter business initiative, which supports Austin entrepreneurs. Good Grief makes a profoundly difficult time more manageable by supporting individuals and families facing the challenges of caregiving or loss of a.
Neutral
Business Wire
3 weeks ago
Q2 Announces 2025 Excellence Award Recipients
AUSTIN, Texas--(BUSINESS WIRE)--Q2 Holdings, Inc. (NYSE:QTWO), a leading provider of digital transformation solutions for financial services, today announced the 2025 Q2 Excellence Award recipients. The annual award program recognizes banks and credit unions driving significant business outcomes and strengthening the communities they serve, ranking them among the industry's best financial institutions. This year's award recipients have achieved exceptional results and introduced innovative solu.
Neutral
PRNewsWire
3 weeks ago
Koxa Treasury Gateway Platform Provides ERP Connectivity to Q2 Digital Banking Platform Customers
NEW YORK , May 19, 2025 /PRNewswire/ -- Koxa Corp., a leading provider of ERP-banking solutions, today announced that its Treasury Gateway platform is live with Q2 Direct ERP, a new solution designed to help banks and credit unions enable banking operations directly within commercial customers' ERP systems. With Koxa, Q2 customers can quickly and easily add digital banking connectivity to leading ERP and accounting systems, providing an enhanced treasury banking experience for their commercial clients.
Neutral
Business Wire
3 weeks ago
Q2 Announces New Solution to Help Financial Institutions Connect Digital Banking With ERP Systems for Commercial Clients
AUSTIN, Texas--(BUSINESS WIRE)--Q2 Holdings, Inc. (NYSE:QTWO), a leading provider of digital transformation solutions for financial services, today announced Direct ERP, a new solution designed to help banks and credit unions enable banking operations directly within commercial customers' enterprise resource planning (ERP) systems. Direct ERP aims to ease the reconciliation process for businesses' accounting departments, leading to greater transparency, increased cash flow, reduced processing t.
Positive
Seeking Alpha
1 month 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
1 month 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
1 month 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
1 month 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
1 month 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.
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