Q2 Holdings Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
22.0%projected annual EPS growth
Analyst Coverage
11analysts covering
FY Revenue (est.)
$884.9Mnext fiscal year
FY EPS (est.)
$2.83next fiscal year
Monitoring Framework
Key Performance Indicators
Subscription Annual Recurring Revenue (ARR) Quarterly802M
Total Annual Recurring Revenue (ARR) Quarterly945M
Non-GAAP Gross Margin Quarterly6,210.0%Target: 65.0%
Adjusted EBITDA Margin Quarterly2,770.0%Target: 35.0%
Watch Items
- Regional and Tier 1 Bank Consolidation & M&A ActivityTrigger: Accelerated contraction of the regional banking customer baseAction: Re-evaluate the addressable market size and adjust subscription ARR growth expectations.
- Convertible Notes MaturityTrigger: June 2026 maturity of $300 million convertible notesAction: Monitor cash reserves and debt refinancing terms to ensure liquidity is preserved.
Research as of 19 Jun 2026