Q2 Holdings, Inc.
No SEC Form 4 filings for $QTWO in the last 30 days.
See all $QTWO insider activity →Q2 Holdings (QTWO) reported Q2 revenue of $219.8M, above estimates of $216.8M, and adjusted EPS of $0.70 vs $0.67. Adjusted EBITDA was $62.79M, beating $59.2M estimates. The company slightly raised full-year revenue guidance to $883.5M midpoint and EBITDA to $246M midpoint, citing momentum in subscription demand, fraud protection progress, AI product engagement, and margin gains from cloud migration.
Revenue: $219.8 million vs analyst estimates of $216.8 million (12.6% year-on-year growth, 1.4% beat) Adjusted EPS: $0.70 vs analyst estimates of $0.67 (4.5% beat) Adjusted EBITDA: $62.79 million vs analyst estimates of $59.2 million (28.6% margin, 6.1% beat) The company slightly lifted its revenue guidance for the full year to $883.5 million at the midpoint from $878.5 million EBITDA guidance for the full year is $246 million at the midpoint, above analyst estimates of $240.7...
Q2 Holdings (NYSE:QTWO) reported Q2 CY2026 revenue of $219.8 million, up 12.6% year on year and 1.4% above Wall Street estimates. Midpoint revenue guidance for the next quarter was $220.5 million, 1.2% above expectations. GAAP EPS was $0.46, 20% above consensus.
Over the past 7 days, alphai's AI scored 1 news story mentioning QTWO (Q2 Holdings, Inc.). Coverage has skewed bullish: 1 bullish, 0 neutral, and 0 bearish.
Recent QTWO coverage spans earnings, insider activity and financial news.
The earnings print and guidance raise support a bullish near-term re-rating, but the article frames AI monetization as gradual.
Guidance lift plus margin expansion and accelerating ARR/recurring revenue improves near-term earnings visibility and supports a higher multiple if sustained.
Beat on revenue and modestly stronger-than-expected revenue guidance should support near-term sentiment, but growth deceleration expectations may cap upside.
The 8-K discloses a fresh earnings and guidance update plus a larger repurchase plan, which can re-rate near-term cash-flow expectations and support the stock.
The actionable change is the analyst price-target cut paired with a still-constructive rating, implying valuation support but reduced upside expectations.
alphai scores every news story that mentions QTWO with an AI model for sentiment and relevance, and aggregates insider trades from Q2 Holdings, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Q2 Holdings (QTWO) reported Q2 revenue of $219.8M, above estimates of $216.8M, and adjusted EPS of $0.70 vs $0.67. Adjusted EBITDA was $62.79M, beating $59.2M estimates. The company slightly raised full-year revenue guidance to $883.5M midpoint and EBITDA to $246M midpoint, citing momentum in subscription demand, fraud protection progress, AI product engagement, and margin gains from cloud migration.
6 min readRevenue: $219.8 million vs analyst estimates of $216.8 million (12.6% year-on-year growth, 1.4% beat) Adjusted EPS: $0.70 vs analyst estimates of $0.67 (4.5% beat) Adjusted EBITDA: $62.79 million vs analyst estimates of $59.2 million (28.6% margin, 6.1% beat) The company slightly lifted its revenue guidance for the full year to $883.5 million at the midpoint from $878.5 million EBITDA guidance for the full year is $246 million at the midpoint, above analyst estimates of $240.7...
5 min readQ2 Holdings (NYSE:QTWO) reported Q2 CY2026 revenue of $219.8 million, up 12.6% year on year and 1.4% above Wall Street estimates. Midpoint revenue guidance for the next quarter was $220.5 million, 1.2% above expectations. GAAP EPS was $0.46, 20% above consensus.
5 min readQ2 Holdings, Inc. (QTWO) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 a260630q2ex9918k.htm EX-99.1 Document Exhibit 99.1 FOR IMMEDIATE RELEASE Q2 Holdings, Inc. Announces Second Quarter 2026 Financial Results; Announced Additional $350 Million Share Repurchase Authorization AUSTIN, Texas (July 29, 2026) —Q2 Holdings, Inc. (NYSE: QTWO), a
6 min readJPMorgan analyst Ella Smith cut its Q2 Holdings (NYSE:QTWO) price target to $60 from $80 on June 22, citing updated models and revised price targets for banking tech through Dec 2027. JPMorgan kept an Overweight stance, saying AI-defensibility concerns seem overstated versus Q2’s workflow, data, and compliance moats. QTWO is described as having a forward P/E of 21.01 and ~43% upside.
4 min readStocks including HubSpot, Q2 Holdings, and Shopify fell after President Trump said an Iran ceasefire was over, raising oil and bond yields and pressuring high-multiple tech. HubSpot shares fell 4.1%, Q2 Holdings 4.9%, and Shopify 4%. Q2 is down 26% YTD to $51.41, about 45.9% below its 52-week high, per the article.
4 min readGuggenheim analyst John DiFucci upgraded Salesforce and ServiceNow to Buy on valuation, saying AI monetization is unlikely near term and AI risks are “very real.” The read-through lifted enterprise SaaS peers; Oracle also rose after inclusion on William Blair’s list and an AI product update. Q2 Holdings (+6%), RingCentral (+5.5%), and Doximity (+5.6%) were among gainers.
6 min readColeman Kirk L (Chief Business Officer) sold 3,603 shares of Q2 Holdings, Inc. (QTWO) at $43.48 ($0.16M total) on 2026-06-10.
1 min readQ2 Holdings, Inc. (QTWO) filed an SEC Form 8-K — Submission of Matters to a Vote of Security Holders. qtwo-20260610 0001410384 false 0001410384 2026-06-10 2026-06-10 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): J
2 min readColeman Kirk L (Chief Business Officer) sold 20,894 shares of Q2 Holdings, Inc. (QTWO) at $49.50 ($1.03M total) on 2026-06-01.
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