Q2 (NYSE:QTWO) Price Target Cut to $80.00 by Analysts at Cantor Fitzgerald

Posted by Mark Dietrich on Feb 12th, 2026

Q2 (NYSE:QTWO – Get Free Report) had its target price cut by Cantor Fitzgerald from $90.00 to $80.00 in a note issued to investors on Thursday,Benzinga reports. The brokerage currently has an “overweight” rating on the technology company’s stock. Cantor Fitzgerald’s target price suggests a potential upside of 49.46% from the company’s previous close.

Several other research analysts also recently commented on QTWO. DA Davidson raised Q2 from a “neutral” rating to a “buy” rating and set a $82.00 target price on the stock in a report on Tuesday, February 3rd. UBS Group set a $82.00 target price on Q2 in a research note on Tuesday, February 3rd. Stifel Nicolaus set a $75.00 price objective on Q2 in a research report on Thursday. Truist Financial dropped their target price on Q2 from $110.00 to $75.00 and set a “buy” rating for the company in a research report on Thursday. Finally, Royal Bank Of Canada decreased their price target on Q2 from $102.00 to $86.00 and set a “sector perform” rating on the stock in a report on Thursday, November 6th. Nine research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $86.93.

Check Out Our Latest Stock Report on QTWO

Q2 Price Performance

Shares of NYSE QTWO traded down $3.10 during trading hours on Thursday, hitting $53.53. 576,572 shares of the company’s stock were exchanged, compared to its average volume of 835,396. The stock has a market capitalization of $3.35 billion, a price-to-earnings ratio of 112.94 and a beta of 1.36. The company’s 50-day moving average price is $68.50 and its 200-day moving average price is $71.17. Q2 has a 1-year low of $53.35 and a 1-year high of $102.07.

Insider Activity at Q2

In related news, COO Himagiri K. Mukkamala sold 3,024 shares of the business’s stock in a transaction that occurred on Wednesday, December 10th. The shares were sold at an average price of $73.68, for a total transaction of $222,808.32. Following the completion of the transaction, the chief operating officer owned 96,046 shares in the company, valued at approximately $7,076,669.28. The trade was a 3.05% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Kirk L. Coleman sold 8,559 shares of the stock in a transaction on Wednesday, December 10th. The stock was sold at an average price of $73.68, for a total transaction of $630,627.12. Following the sale, the insider directly owned 269,128 shares of the company’s stock, valued at $19,829,351.04. This represents a 3.08% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 20,883 shares of company stock worth $1,547,778 in the last ninety days. Company insiders own 0.31% of the company’s stock.

Institutional Investors Weigh In On Q2

Several institutional investors and hedge funds have recently made changes to their positions in the stock. Vanguard Group Inc. increased its position in Q2 by 1.0% during the 4th quarter. Vanguard Group Inc. now owns 7,995,133 shares of the technology company’s stock valued at $576,929,000 after purchasing an additional 82,827 shares during the period. Capital Research Global Investors boosted its position in shares of Q2 by 86.2% during the 4th quarter. Capital Research Global Investors now owns 3,141,044 shares of the technology company’s stock valued at $226,658,000 after purchasing an additional 1,454,076 shares in the last quarter. Invesco Ltd. grew its stake in Q2 by 4.8% during the second quarter. Invesco Ltd. now owns 2,803,611 shares of the technology company’s stock worth $262,390,000 after purchasing an additional 128,387 shares during the period. William Blair Investment Management LLC grew its stake in Q2 by 25.9% during the fourth quarter. William Blair Investment Management LLC now owns 2,694,718 shares of the technology company’s stock worth $194,451,000 after purchasing an additional 553,713 shares during the period. Finally, Wasatch Advisors LP lifted its stake in Q2 by 2.9% in the third quarter. Wasatch Advisors LP now owns 2,158,053 shares of the technology company’s stock valued at $156,221,000 after buying an additional 60,016 shares during the period.

Key Stories Impacting Q2

Here are the key news stories impacting Q2 this week:

Positive Sentiment: Q4 revenue beat and growth — Q2 reported fourth‑quarter revenue of $208.2M (up ~14% YoY), topping consensus and showing continued topline momentum. Q2 Holdings, Inc. Announces Fourth-Quarter and Full-Year 2025 Financial Results
Positive Sentiment: Guidance generally in line to slightly better — Q2 issued FY‑2026 revenue guidance of $871M–$878M (roughly in line with the $873M consensus) and Q1 revenue guidance of $212.5M–$216.5M (above the $209.7M consensus), which supports revenue growth expectations for 2026. Q2 Holdings, Inc. Announces Fourth-Quarter and Full-Year 2025 Financial Results
Positive Sentiment: Product/market catalysts remain — analysts and coverage pieces highlight subscription growth, cloud migration and AI initiatives (cross‑selling into larger banks) as ongoing growth drivers and margin levers. QTWO Q4 Deep Dive: Subscription Growth, Cloud Migration, and AI Initiatives Shape Outlook
Neutral Sentiment: Analysts kept “buy” ratings — Despite downward revisions to targets, covering firms (Truist, Needham) maintained buy/positive ratings, which moderates the selloff vs. a full‑scale downgrade. Benzinga
Negative Sentiment: EPS confusion / earnings reaction — Reports on EPS are mixed: some outlets cite an EPS miss (MarketBeat: $0.31 vs $0.58 est.), while others show a beat on adjusted metrics (Zacks: $0.61). The apparent miss/communication helped trigger a sharp intraday decline. Q2 earnings report (MarketBeat) Q2 Holdings (QTWO) Q4 Earnings and Revenues Surpass Estimates
Negative Sentiment: Price‑target cuts and valuation concerns — Truist cut its PT to $75 (from $110) and Needham to $70 (from $90), reducing implied upside; independent coverage flagged elevated valuation (high P/E) as a risk. These factors weigh on sentiment even with solid revenue growth. Benzinga Q2 Holdings: Strong Growth, But A Red Flag For Valuation

About Q2

(Get Free Report)

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.