US · Technology · Software - Application
EPS came in at 0.52 against a street estimate of 0.42 — a beat of 23.8%.
Analysts rate Q2 Holdings a buy (9 buy, 8 hold, 0 sell out of 17) with an average price target of $76.00.
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 | 16.10% |
| Vanguard Portfolio Management, LLC | 7.79% |
| Vanguard Capital Management, LLC | 4.33% |
| State Street Corp | 4.00% |
| Tremblant Capital Group | 2.95% |
| Millennium Management LLC | 2.90% |
| Geode Capital Management, LLC | 2.39% |
| Capital Research Global Investors | 2.37% |
| Document | Date |
|---|---|
| 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 |
| Results announced · Q2 2026 Q2 HOLDINGS Q1 2026 FINANCIAL RESULTS SUMMARY HEADLINE NUMBERS • Revenue: $216.5 million, up 14% year-over-year and 4% sequentially from Q4 2025 • G | 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 |
| Annual report FY2025 Q2 HOLDINGS, INC. – 10-K SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Market Capitalization: Approximately $5.83 billion as of June 30, 2025 (las | 2026-02-11 |
| Results announced · Q1 2026 Q2 HOLDINGS, INC. – Q4 2025 & FULL-YEAR RESULTS SUMMARY HEADLINE NUMBERS • Q4 2025 Revenue: $208.2 million, up 14% YoY; up 3% QoQ from Q3 2025 • Ful | 2026-02-11 |
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 |
| Board authorizes $150 million share repurchase program Q2 Holdings reported third quarter 2025 financial results on November 5, 2025. While the specific financial metrics are not detailed in this 8-K filing itself (they appear in the attached pr | 2025-11-05 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Q2 Holdings — free to start.
Google PlayApp StoreData updated 2026-09-18.