QTWO
Q2 Holdings, Inc.Price & Indicators
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from its earnings releases, calls, and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Non-GAAP gross margin non-GAAP | 62.1% | first quarter 2026 | — |
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| Subscription Annualized Recurring Revenue | $802.3M | first quarter 2026 | — |
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| adjusted EBITDA margin non-GAAP | 27.7% | Q1 FY2026 call | — |
| ending backlog | $2.7B | Q1 FY2026 call | — |
| free cash flow non-GAAP | $44.2M | Q1 FY2026 call | — |
| subscription ARR | $802M | Q1 FY2026 call | — |
| subscription revenue as a percentage of total revenue | 83% | Q1 FY2026 call | — |
| total annualized recurring revenue (total ARR) | $945M | Q1 FY2026 call | — |
| Adjusted EBITDA non-GAAP | $186.5M | FY2025 | — |
| Backlog | $2.7B | Q4 2025 | — |
Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file
Versus peers
Software - Application — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
QTWO
this stock
Q2 Holdings, Inc.
|
$3.48B | -27.1% | +29.1% | 49.2 | 7.6% |
|
SAP
Sap SE
|
$190.56B | -33.5% | — | — | 1.0% |
|
SHOP
Shopify Inc.
|
$164.46B | -23.2% | +26.1% | 124.3 | 1.6% |
|
UBER
Uber Technologies, Inc
|
$150.72B | -11.1% | +18.3% | 18.4 | 2.8% |
|
CRM
Salesforce, Inc.
|
$141.42B | -37.0% | +25.9% | 20.0 | 6.2% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| QTWO | +1.8% | +19.5% | -19.7% | +9.4% | -27.1% |
| SPY | +1.3% | -0.2% | +10.1% | +1.1% | +10.7% |
| vs SPY | +0.6% | +19.6% | -29.8% | +8.3% | -37.8% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.