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Q2 Holdings (QTWO) Stock Price & Analysis

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QTWO Stock Chart & Stats

$73.92-$1.70(-2.25%)
At close: 4:00 PM EST
$60$70Aug 10Aug 24Sep 8Sep 21Oct 5Oct 19Nov 2
Day’s Range
$72.26 - $75.00
52-Week Range
$40.79 - $76.37
Previous Close
$75.62
Volume
N/A
Average Volume (3M)
752.03K
Market Cap
$4.57B
Enterprise Value
$3.44B
Total Cash (Recent Filing)
$122.99M
Total Debt (Recent Filing)
$38.89M
Price to Earnings (P/E)
41.8
Beta
1.14
Next Earnings
Feb 17, 2027 (Est.)
Next Dividend Ex-Date
N/A
Dividend Yield
N/A

Bulls Say, Bears Say

Bulls Say

Recurring Revenue Growth

Strong subscription growth and rising recurring revenue mix improve visibility and reinforce Q2’s SaaS model. Expansion with existing customers, new go-lives, and higher ARR can support durable revenue compounding and deepen customer relationships over the next several quarters.

Profitability And Cash Generation

The combination of record gross margin, expanding EBITDA profitability, and accelerating free cash flow indicates operating leverage is becoming more durable. Stronger internal cash generation gives Q2 greater capacity to fund product investment while supporting financial resilience.

De-risked Balance Sheet

A debt-free balance sheet and growing liquidity materially improve financial flexibility. Lower refinancing exposure allows Q2 to sustain strategic investment, pursue organic or inorganic opportunities, and better withstand periods of slower customer spending without excessive balance-sheet pressure.

Bears Say

Slower Growth And Services Pressure

Weakness in discretionary services and limited nonsubscription growth make Q2 more dependent on subscription expansion to sustain overall revenue momentum. This mix shift is favorable for recurring quality but can constrain near-term growth while services demand remains subdued.

Investment Weighing On Margins

Heavy investment in growth initiatives is reducing near-term profitability relative to the strong third quarter. While these investments may expand future product breadth, they raise execution requirements and could delay margin benefits if customer adoption or monetization develops more slowly.

AI Economics Unproven At Scale

AI products have promising early gross-margin results, but their economics are not yet validated beyond limited adoption. Uncertain compute costs, pricing, and usage patterns could limit scalability or require additional investment before AI becomes a meaningful and consistently profitable growth contributor.

Q2 Holdings News

QTWO FAQ

What was Q2 Holdings’s price range in the past 12 months?
Q2 Holdings lowest stock price was $40.79 and its highest was $76.37 in the past 12 months.
What is Q2 Holdings’s market cap?
Q2 Holdings’s market cap is $4.57B.
When is Q2 Holdings’s upcoming earnings report date?
Q2 Holdings’s next earnings report is estimated for Feb 17, 2027 (not yet confirmed), which is in 101 days.
How were Q2 Holdings’s earnings last quarter?
Q2 Holdings released its earnings results on Oct 28, 2026. The company reported $0.74 earnings per share for the quarter, beating the consensus estimate of $0.715 by $0.025.
Is Q2 Holdings overvalued?
According to Wall Street analysts Q2 Holdings’s price is currently Undervalued.
Does Q2 Holdings pay dividends?
Q2 Holdings does not currently pay dividends.
What is Q2 Holdings’s EPS estimate?
Q2 Holdings’s EPS estimate is 0.73.
How many shares outstanding does Q2 Holdings have?
Q2 Holdings has 61,781,544 shares outstanding.
What happened to Q2 Holdings’s price movement after its last earnings report?
Q2 Holdings reported an EPS of $0.74 in its last earnings report, beating expectations of $0.715. Following the earnings report the stock price went down -3.873%.
Which hedge fund is a major shareholder of Q2 Holdings?
Hedge funds hold Q2 Holdings shares: the largest hedge-fund position in Q2 Holdings is 71,886,278 shares, and hedge funds increased their holdings by 584.0K shares last quarter.
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology