Skip to main content
QTWOQ2 Holdings, Inc.Sell5.3·$43.32-1.75%
Open full analysis

Q2 Holdings, Inc. (QTWO) Stock Analysis

SellModerate Confidence

Technology · Software - Application

Sell if holding. Momentum 1.6/10 is below the 5.0 floor at $43.32 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Consecutive earnings misses (2); Concentration risk — Customer: financial services industry (RCFIs).

Q2 Holdings provides cloud-based digital banking, lending, risk/fraud, and embedded finance solutions to financial institutions, FinTechs, and alternative lenders in the U.S. As of December 31, 2025, Q2 had more than 1,200 financial institution customers, 457 digital banking... Read more

$43.32+49.2% A.UpsideScore 5.3/10#74 of 98 Software - Application
QualityF-score8 / 9FCF yield6.52%
Stop $41.01Target $64.65(analyst − 13%)A.R:R 4.4:1
Analyst target$74.31+71.5%13 analysts
$64.65our TP
$43.32price
$74.31mean
$82

Sell if holding. Momentum 1.6/10 is below the 5.0 floor at $43.32 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Consecutive earnings misses (2); Concentration risk — Customer: financial services industry (RCFIs). Chart setup: No clear chart pattern; technical signals are mixed. Score 5.3/10, moderate confidence.

Passes 7/9 gates (favorable risk/reward ratio, clean insider activity, no SEC red flags, news events none recent, earnings proximity 48d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and death cross (50MA < 200MA). Suitability: aggressive.

TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Wed, Jul 29, 202648d to earnings· next earnings call

Thesis

Rewards
Wide economic moat
Analyst upside: 49%
Risks
Concentration risk — Customer: financial services industry (RCFIs)
Consecutive earnings misses (2)
Negative momentum

Key Metrics

P/E (TTM)39.0
P/E (Fwd)13.7
Mkt Cap$2.8B
EV/EBITDA28.0
Profit Mgn9.0%
ROE12.8%
Rev Growth14.1%
Beta1.34
DividendNone
Rating analysts21

Quality Signals

Piotroski F8/9MoatWideCompounder

Options Flow

P/C0.26bullish
IV72%elevated
Max Pain$35-19.2% vs spot

Concentration Risks(10-K Item 1A)

  • HIGHCustomerfinancial services industry (RCFIs)
    10-K Item 1A: 'We derive substantially all of our revenues from customers in the financial services industry, and in particular RCFIs, and any economic downturn or consolidation in the financial services industry...could harm our business.'

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.

Show full disclosure ▾

About TrendMatrix. TrendMatrix is a publisher of general securities research and market commentary. We publish on a regular schedule. All content is the same for every subscriber in a tier — we do not provide personalized investment advice and we do not take into account any individual subscriber's financial situation, investment objectives, risk tolerance, tax situation, or holdings.

Not investment advice. TrendMatrix is not a registered investment adviser. Our content is for informational and educational purposes only. Consult your own licensed investment adviser, broker, or tax professional before making any investment decision.

Conflicts and positions. The TrendMatrix editorial team frequently holds personal long-term positions in securities discussed. We disclose positions held at the time of publication on each piece. We maintain a trading-window policy: we do not initiate or close positions in the same direction as a TrendMatrix publication within 24 hours before or 72 hours after publication.

No paid promotion. TrendMatrix does not accept payment from any issuer, broker, or third party in exchange for coverage of any security. Our sole compensation is subscription revenue.

No fiduciary duty. No fiduciary, advisory, or agency relationship is created between you and TrendMatrix by reading our content or subscribing to our service.

Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.

Methodology · Editorial policy & full disclaimer

Rating Breakdown

2 floor-breakers

Price action weak — below key moving averages, no momentum carry. Needs a base before trend-continuation setups apply.static

Macd
0.0
Obv
1.0
Ma Position
1.0
Volume
1.3
Rsi
4.5
Volume distribution (falling OBV)Below 200-MA, MA slope -7.8%/30d — confirmed downtrend

Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static

Value Rank
4.3
Growth Rank
4.6
Quality Rank
5.4
GatesMomentum 1.6<4.5Death cross (50MA < 200MA)A.R:R 4.4 ≥ 1.5Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 48d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARSuitability: Aggressive
RSI
43 · Neutral
20D MA 50D MA 200D MADEATH CROSSSupport $42.28Resistance $52.66

Price Targets

$41
$65
A.Upside+49.2%
A.R:R4.4:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! momentum at 1.6 (below the engine's 4.5 threshold)
! Death cross — 50-day MA below 200-day MA

Earnings

B
B
M
M
2/4 beats
Next Earnings2026-07-29 (48d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is QTWO stock a buy right now?

Sell if holding. Momentum 1.6/10 is below the 5.0 floor at $43.32 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Consecutive earnings misses (2); Concentration risk — Customer: financial services industry (RCFIs). Chart setup: No clear chart pattern; technical signals are mixed. Prior stop was $41.01. Score 5.3/10, moderate confidence.

What is the QTWO stock price target?

Take-profit target: $64.65 (+49.2% upside). Prior stop was $41.01. Stop-loss: $41.01.

What are the risks of investing in QTWO?

Concentration risk — Customer: financial services industry (RCFIs); Consecutive earnings misses (2); Negative momentum.

Is QTWO overvalued or undervalued?

Q2 Holdings, Inc. trades at a P/E of 39.0 (forward 13.7). TrendMatrix value score: 7.0/10. Verdict: Sell.

What do analysts say about QTWO?

21 analysts cover QTWO with a consensus score of 4.1/5. Average price target: $74.

What does Q2 Holdings, Inc. do?Q2 Holdings provides cloud-based digital banking, lending, risk/fraud, and embedded finance solutions to financial...

Q2 Holdings provides cloud-based digital banking, lending, risk/fraud, and embedded finance solutions to financial institutions, FinTechs, and alternative lenders in the U.S. As of December 31, 2025, Q2 had more than 1,200 financial institution customers, 457 digital banking platform customers, and ~27.3M registered account holders; revenues are primarily multi-year SaaS subscriptions. Its digital banking platform customers have historically grown contracted revenue ~61% within 48 months of implementation.

Related stocks: DAVE (Dave Inc.) · KARO (Karooooo Ltd.) · GRND (Grindr Inc.) · YMM (Full Truck Alliance Co. Ltd.) · PTC (PTC Inc.)
Home Stocks QTWO

Latest news

Latest News

Quiver Quantitative47d agoEarnings
StockStory47d agoEarnings
StockStory33d ago
Yahoo Finance40d ago
StockStory49d agoEarnings
MSN41d ago
MarketBeat41d ago
StockStory42d agoEarnings
GuruFocus42d agoAnalyst
Simplywall.st42d ago
Investing.com India32d agoLeadership Change
GuruFocus33d ago
MarketBeat37d ago
AlphaStreet35d ago
Seeking Alpha42d ago
StockStory42d ago
GuruFocus14d agoAnalyst
AlphaStreet14d ago
TipRanks14d ago
GuruFocus14d agoAnalyst
Loading more...