Q2 (NYSE:QTWO) Given New $80.00 Price Target at Cantor Fitzgerald

Q2 (NYSE:QTWO) had its price objective decreased by Cantor Fitzgerald from $90.00 to $80.00 in a research note published on Thursday morning, MarketBeat.com reports. Cantor Fitzgerald currently has an overweight rating on the technology company’s stock.

QTWO has been the subject of a number of other research reports. Needham & Company LLC dropped their price objective on Q2 from $90.00 to $70.00 and set a “buy” rating for the company in a research report on Thursday. UBS Group set a $82.00 price objective on shares of Q2 in a research report on Tuesday, February 3rd. Weiss Ratings reissued a “hold (c-)” rating on shares of Q2 in a research note on Thursday, January 22nd. Zacks Research cut shares of Q2 from a “strong-buy” rating to a “hold” rating in a research note on Friday, January 9th. Finally, Wall Street Zen raised Q2 from a “hold” rating to a “buy” rating in a research note on Saturday, November 8th. Eight investment analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $81.79.

Q2 Stock Performance

QTWO stock opened at $52.38 on Thursday. The stock’s 50 day moving average price is $68.09 and its 200 day moving average price is $71.04. The firm has a market cap of $3.28 billion, a P/E ratio of 66.31 and a beta of 1.36. Q2 has a 1 year low of $51.34 and a 1 year high of $102.07.

Insider Activity

In other Q2 news, insider Kirk L. Coleman sold 8,559 shares of the firm’s stock in a transaction dated Wednesday, December 10th. The stock was sold at an average price of $73.68, for a total value of $630,627.12. Following the transaction, the insider directly owned 269,128 shares of the company’s stock, valued at $19,829,351.04. This trade represents a 3.08% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, COO Himagiri K. Mukkamala sold 3,024 shares of the company’s stock in a transaction dated Wednesday, December 10th. The stock was sold at an average price of $73.68, for a total value of $222,808.32. Following the completion of the sale, the chief operating officer directly owned 96,046 shares of the company’s stock, valued at $7,076,669.28. The trade was a 3.05% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 20,883 shares of company stock valued at $1,547,778. Company insiders own 0.31% of the company’s stock.

Hedge Funds Weigh In On Q2

Hedge funds and other institutional investors have recently bought and sold shares of the stock. Campbell & CO Investment Adviser LLC bought a new position in Q2 during the 3rd quarter valued at $1,559,000. Principal Financial Group Inc. lifted its position in shares of Q2 by 502.5% during the third quarter. Principal Financial Group Inc. now owns 301,917 shares of the technology company’s stock worth $21,856,000 after purchasing an additional 251,807 shares during the last quarter. Connor Clark & Lunn Investment Management Ltd. grew its stake in Q2 by 15.0% in the second quarter. Connor Clark & Lunn Investment Management Ltd. now owns 158,328 shares of the technology company’s stock worth $14,818,000 after purchasing an additional 20,643 shares in the last quarter. Federated Hermes Inc. increased its holdings in Q2 by 5.5% in the third quarter. Federated Hermes Inc. now owns 788,374 shares of the technology company’s stock valued at $57,070,000 after buying an additional 41,229 shares during the last quarter. Finally, Castleark Management LLC acquired a new stake in Q2 during the second quarter valued at approximately $5,341,000.

Q2 News Roundup

Here are the key news stories impacting Q2 this week:

• Positive Sentiment: Revenue and subscription growth: Q2 reported Q4 revenue of $208.2M (up 14% y/y), a revenue beat versus consensus, and management highlighted continued subscription growth—data that supports ongoing SaaS momentum. Q4 & Full-Year 2025 Results
• Positive Sentiment: Guidance roughly in line / slightly ahead: Q2 gave FY‑2026 revenue guidance of $871.0M–$878.0M (close to consensus ~$873M) and Q1 revenue guidance of $212.5M–$216.5M (above the ~$209.7M consensus), which signals top-line growth visibility. Guidance in Press Release
• Positive Sentiment: Strategic tailwinds — cloud migration and AI: Company commentary and analyst writeups point to cloud conversions, cross‑sell opportunities and AI initiatives (which could improve long‑term TAM and margins). Yahoo Finance Deep Dive
• Neutral Sentiment: Industry research release: Q2 published its 2026 State of Commercial Banking report—useful for positioning product roadmap and sales but more of a longer‑term strategic signal than an immediate stock driver. State of Commercial Banking Report
• Negative Sentiment: GAAP EPS came in below expectations: Reported GAAP EPS metrics were weaker than Street estimates, creating short‑term pain despite the revenue beat and prompting selling pressure. MarketBeat Earnings Summary
• Negative Sentiment: Analyst price-target cuts: Several firms reduced PTs (examples: RBC to $67, Truist to $75, Needham to $70, Cantor Fitzgerald to $80). Those revisions have increased downside pressure despite some analysts maintaining buy/overweight ratings. Cantor Fitzgerald PT Lower Benzinga: Analyst Notes

About Q2

Q2 Holdings, Inc develops and delivers cloud-based digital banking solutions that enable banks and credit unions to enhance customer and member experiences. The company’s core offerings include the Q2 Platform, a comprehensive suite of online and mobile banking applications for retail and commercial customers, as well as digital onboarding, payments, and fraud prevention tools. Q2’s platform also provides analytics and reporting capabilities designed to help financial institutions tailor products, optimize workflows, and drive engagement.

Founded in 2004 and headquartered in Austin, Texas, Q2 serves hundreds of financial institutions across the United States and Canada.