Added to YB: 2026-08-20
Pitch date: 2026-06-05
QTWO [bullish]
Q2 Holdings, Inc.
+42.08%
current return
Author Info
No bio for this author
Company Info
Q2 Holdings, Inc. provides digital solutions to financial institutions, financial technology companies, FinTechs, and alternative finance companies (Alt-FIs) in the United States.
Market Cap
$3.9B
Pitch Price
$45.10
Price Target
N/A
Dividend
N/A
EV/EBITDA
31.78
P/E
44.32
EV/Sales
4.55
Sector
Software
Category
growth
Q2 Holdings, Inc. - $QTWO
QTWO: Banking SaaS for 1,200+ FIs, 27.8M users, sold off in SaaSpocalypse to bank-like multiples (16.3x/13.9x/12.6x 2026-28 P/E, 3.15x EV/Sales). ~10.7% growth, GM 62%+ post-cloud migration targeting 65%+ by 2030, 6.2% FCF yield. Fraud ($4B TAM, 30% penetration) & AI agent gateway drive cross-sell. Catalyst: fraud/AI ramp.
Read full article (8 min)