The mean of analysts' price targets for Q2 Holdings (QTWO) points to a 26.3% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
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.
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.
Although the revenue and EPS for Q2 Holdings (QTWO) give a sense of how its business performed in the quarter ended September 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Q2 Holdings (QTWO) came out with quarterly earnings of $0.57 per share, beating the Zacks Consensus Estimate of $0.55 per share. This compares to earnings of $0.28 per share a year ago.
Q2 Holdings (QTWO) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Q2 Holdings (QTWO) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Q2 Holdings, Inc. (NYSE:QTWO ) Q2 2025 Earnings Conference Call July 30, 2025 5:00 PM ET Company Participants a - Corporate Participant h - Corporate Participant e - Corporate Participant Jonathan A. Price - CFO and Executive VP of Strategy & Emerging Businesses Josh Yankovich - Corporate Participant Investor Contact - Corporate Participant Kirk L.
Q2 Holdings (QTWO) came out with quarterly earnings of $0.5 per share, missing the Zacks Consensus Estimate of $0.51 per share. This compares to earnings of $0.26 per share a year ago.
Strong subscription revenue growth, record gross margins, and durable cash generation fuel a 'Buy' rating for Q2. Key metrics to watch in Q2's upcoming earnings are subscription ARR growth, contract renewals, and traction with fraud solutions. Q2's valuation remains attractive, trading at a reasonable EV/Revenue multiple relative to its robust mid-teens growth rate.
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.