Professional
Added to YB: 2026-09-16
Pitch date: 2026-07-14
QTWO [bullish]
Q2 Holdings, Inc.
+19.11%
current return
Author Info
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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
$3.8B
Pitch Price
$52.01
Price Target
N/A
Dividend
N/A
EV/EBITDA
30.78
P/E
42.95
EV/Sales
4.41
Sector
Software
Category
growth
Tributary Small Cap Equity New Position: Q2 Holdings, Inc.
QTWO: Q2 Holdings provides online and mobile banking software to financial institutions, and the position was initiated after its valuation declined on fears of AI displacement. Its position may be defensible because conservative banks face regulatory scrutiny and costly-error risk when changing systems. The thesis rests on Q2 incorporating AI, winning customers, deepening relationships and expanding margins as it scales.
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