$QTWO

Q2 Holdings, Inc.

No enriched coverage for $QTWO in the last 7 days.

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$39K
Kerr Michael S
0%
See all $QTWO insider activity →
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Analysts’ Top Technology Picks: Q2 Holdings (QTWO), Apple (AAPL)

Analysts from J.P. Morgan, Piper Sandler, Bank of America, and Morgan Stanley issued bullish ratings for Q2 Holdings (QTWO), Apple (AAPL), and ON Semiconductor (ON). QTWO has a $76.30 avg. price target, AAPL has a $336.11 avg. target, and ON has a $107.61 avg. target. Analysts cited in the article have varying track records.

Here is Why Piper Sandler Named Q2 Holdings (QTWO) Its Top Pick

Piper Sandler initiated coverage of Q2 Holdings (QTWO) with an Overweight rating and $82 price target, citing strong subscription revenue growth, improving margins, and a debt-free balance sheet. The company reported Q2 2026 revenue of $219.8M, up 13% YoY, and adjusted EBITDA of $62.8M, up 37% YoY. Hedge fund interest declined, but analysts maintain a Buy rating with a median target of $75.

Price Jonathan sold $5.1M of QTWO

Price Jonathan (Chief Financial Officer) sold 77,180 shares of Q2 Holdings, Inc. (QTWO) at $65.71 ($5.07M total) on 2026-08-13.

QTWO sentiment & insider activity

Recent QTWO coverage spans earnings, insider activity and financial news.

In the last 30 days, QTWO insiders filed 1 SEC Form 4 transaction — no purchases and 1 sale ($39K). The most active reporter was Kerr Michael S, General Counsel, with 1 filing.

What's driving QTWO

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.

News on $QTWO

Score
$QTWOMedAI 8/10

Here is Why Piper Sandler Named Q2 Holdings (QTWO) Its Top Pick

Piper Sandler initiated coverage of Q2 Holdings (QTWO) with an Overweight rating and $82 price target, citing strong subscription revenue growth, improving margins, and a debt-free balance sheet. The company reported Q2 2026 revenue of $219.8M, up 13% YoY, and adjusted EBITDA of $62.8M, up 37% YoY. Hedge fund interest declined, but analysts maintain a Buy rating with a median target of $75.

$QTWOLow

Q2 Metals implements sustainability strategy with new appointment

Q2 Metals appointed Geneviève Morinville as vice president of sustainability and regulatory affairs to lead environmental, sustainability, and regulatory initiatives. The role supports the Cisco Lithium Project in Québec as it advances from exploration and PEA studies toward engineering and development, including baseline programs and impact assessments. Q2 Metals says Cisco has an inferred resource of 270Mt at 1.36% Li2O plus 24Mt at 1.34% Li2O.

5 Revealing Analyst Questions From Q2 Holdings’s Q2 Earnings Call

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.

$QTWOMedAI 8/10

QTWO Q2 Deep Dive: AI Product Demand, Fraud Solutions, and Subscription Growth Stand Out

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...

$QTWOHigh

Q2 Holdings, Inc. Announces Second Quarter 2026 Financial Results; Announced Additional $350 Million Share Repurchase Authorization

Q2 Holdings, Inc. (QTWO) filed an SEC Form 8-K — Results of Operations and Financial Condition. 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 leading provider of digital transformation solut

$QTWOMed

What’s Behind JPMorgan’s Take on Q2 Holdings, Inc. (QTWO)

JPMorgan 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.

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