US · Technology · Software - Application
EPS came in at 0.42 against a street estimate of 0.46 — a miss of 8.7%.
Analysts rate Q2 Holdings a buy (13 buy, 2 hold, 0 sell out of 15) with an average price target of $79.57.
CONFIDENT Q2 beat guidance on revenue ($219.8M, +13% YoY) and adjusted EBITDA ($62.8M, 28.6% margin). Subscription ARR grew 15% YoY to $826M. Management highlighted strong AI product adoption in early access, 8 Tier 1 wins, and healthy cross-sell momentum. Q2 2026 No geographic breakdown provided in call. Analysts probed AI ROI, margin durability, and implementation timeline compression. Management candid about early-stage cost management and token spend growth; deferred product-specific revenue estimates to later quarters. Win-rate acceleration and fraud premium growth confirmed but not quantified. 2026-07-29…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 16.73% |
| Vanguard Portfolio Management, LLC | 7.97% |
| Vanguard Capital Management, LLC | 4.36% |
| State Street Corp | 4.22% |
| Tremblant Capital Group | 2.95% |
| Millennium Management LLC | 2.90% |
| Delaware Management Holdings Inc | 2.62% |
| Geode Capital Management, LLC | 2.54% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Q2 Holdings reported third-quarter 2026 revenue of $225.771 million, up from $201.704 million in the third quarter of 2025. • Nin | 2026-10-28 |
| Board / officer change · Q4 2026 HEADLINE NUMBERS • Q2 Holdings promoted Jonathan A. Price to Co-Chief Executive Officer, effective October 29, 2026, serving alongside Matthew P. Fla | 2026-10-28 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Q2 Holdings reported third-quarter 2026 revenue of $225.8 million, up 12 percent year over year and 3 percent from the second quar | 2026-10-28 |
| Quarterly report · Q2 2026 Q2 HOLDINGS, INC. - Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Revenue (6M 2026): $436.3 million, up 13.4% vs $384.9 million (6M 2025) • Revenue (Q2 20 | 2026-07-29 |
| Results announced · Q3 2026 Q2 HOLDINGS, INC. – Q2 2026 FINANCIAL RESULTS SUMMARY HEADLINE NUMBERS • Q2 2026 Revenue: $219.8 million, up 13% year-over-year and 2% sequentially | 2026-07-29 |
| Shareholder vote results · Q2 2026 Q2 HOLDINGS, INC. - DOCUMENT SUMMARY HEADLINE NUMBERS • Annual Meeting Date: June 10, 2026 • Eligible Shares to Vote: 62,600,423 common shares outst | 2026-06-12 |
| Quarterly report · Q1 2026 Q2 HOLDINGS, INC. — Q1 2026 QUARTERLY SUMMARY HEADLINE NUMBERS • Revenues: $216.5 million (Q1 2026) vs $189.7 million (Q1 2025) — up 14% • Gross pro | 2026-04-29 |
| Proxy statement · Q4 2025 Q2 HOLDINGS, INC. — 2026 PROXY STATEMENT SUMMARY CEO COMPENSATION • Matthew P. Flake (CEO, President, Chairman): Total compensation package not item | 2026-04-29 |
Readable in the app.
| Announcement | Date |
|---|---|
| Board authorizes $350 million stock repurchase program Q2 Holdings reported its Q2 2026 financial results on July 29, 2026. While the specific financial metrics aren't detailed in this 8-K filing itself (those are in the attached press release), | 2026-07-29 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.