Q2 Holdings

QTWO

Market cap $4.51B

The software sector has been a meaningful laggard this year, and Baird analysts say plenty of stocks are now on sale.

Q2 Holdings, Inc. ( QTWO ) Citi's 14th Annual FinTech Conference November 18, 2025 1:30 PM EST Company Participants Matthew Flake - President, CEO & Chairman of the Board Jonathan Price - CFO and Executive VP of Strategy & Emerging Businesses Conference Call Participants William Tang Presentation William Tang Good afternoon, everyone. I'm William Tang, and I work with Bryan Keane, who heads the fintech research team here at Citi.

Q2 Holdings offers growth at a reasonable price, rebounding after a correction and demonstrating strong Q3 results and improved guidance. QTWO benefits from customer diversification, minimal single-client risk, and a large TAM with significant upsell opportunities within its financial services niche. The company is targeting double-digit revenue growth, substantial EBITDA margin expansion, and trades at attractive value multiples versus peers.

AUSTIN, Texas--(BUSINESS WIRE)--Q2 Holdings, Inc. (NYSE:QTWO), a leading provider of digital transformation solutions for financial services, today announced it was recognized as a Top Workplaces 2025 award winner by Austin American-Statesman, marking its 15th consecutive year on the list. The recognition is based solely on employee feedback gathered through a third-party survey administered by employee engagement technology partner Energage, LLC, and highlights organizations that foster workpl.

AUSTIN, Texas--(BUSINESS WIRE)--Q2 Holdings, Inc. (NYSE:QTWO), a leading provider of digital transformation solutions for financial services, today announced it has been named a Leader in the IDC MarketScape: North American Retail Digital Banking Solutions 2025-2026 Vendor Assessment report (doc # US52039425, November 2025). Q2 was recognized for its stability, innovative platform, customer traction, and agile digital experience. “We believe Q2's recognition as a Leader in the IDC MarketScape u.

The average of price targets set by Wall Street analysts indicates a potential upside of 28.3% in Q2 Holdings (QTWO). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.

Q2 Holdings (QTWO) has improved fundamentals, with accelerating revenue, stronger margins, and record backlog, signaling better operational discipline and enterprise traction. QTWO's risk & fraud segment and enterprise deals are driving growth, while subscription revenue remains the backbone, supporting a positive outlook for sustained performance. Profitability has rebounded impressively, with operating and net margins turning positive, aided by cloud migration and a favorable enterprise customer mix.

AUSTIN, Texas--(BUSINESS WIRE)--Helix by Q2 (NYSE: QTWO), an award-winning, cloud-native core purpose-built for embedded finance, today announced that Bangor Savings Bank has chosen Helix as one of its Banking as a Service (BaaS) platform partners to help power its expansion of fintech solutions. Founded in 1852 and with more than $7 billion in assets, Bangor Savings Bank has spent the past several years building a strong foundation for its BaaS program. Today, the bank specializes in providing.

Nebius will supply dedicated GPU infrastructure to power Microsoft's AI services, marking Nebius's first long-term contract with a major cloud service provider. Astera Labs shares contributed positively during the quarter after the company reported better-than-expected fiscal second-quarter results. Q2 Holdings experienced a valuation reset amid mixed sell-side signals and elevated headline valuation metrics.

Q2 Holdings, Inc. ( QTWO ) Q3 2025 Earnings Call November 5, 2025 5:00 PM EST Company Participants Josh Yankovich - Investor Contact Matthew Flake - CEO & Chairman of the Board Jonathan Price - CFO and Executive VP of Strategy & Emerging Businesses Kirk Coleman - President Conference Call Participants J. Lane - Stifel, Nicolaus & Company, Incorporated, Research Division Terrell Tillman - Truist Securities, Inc., Research Division Andrew Schmidt - KeyBanc Capital Markets Inc., Research Division Matthew VanVliet - Cantor Fitzgerald & Co., Research Division Eleanor Smith - JPMorgan Chase & Co, Research Division Cristopher Kennedy - William Blair & Company L.L.C.