Truist Financial Cuts Q2 (NYSE:QTWO) Price Target to $75.00

Q2 (NYSE:QTWO) had its target price cut by stock analysts at Truist Financial from $110.00 to $75.00 in a research report issued on Thursday,Benzinga reports. The brokerage currently has a “buy” rating on the technology company’s stock. Truist Financial’s target price indicates a potential upside of 36.56% from the stock’s current price.

A number of other analysts have also recently commented on the company. DA Davidson raised Q2 from a “neutral” rating to a “buy” rating and set a $82.00 target price for the company in a report on Tuesday, February 3rd. Cantor Fitzgerald dropped their target price on Q2 from $110.00 to $90.00 and set an “overweight” rating for the company in a research note on Wednesday, October 29th. Needham & Company LLC lowered their target price on Q2 from $90.00 to $70.00 and set a “buy” rating for the company in a research note on Thursday. Stifel Nicolaus reduced their price target on shares of Q2 from $110.00 to $90.00 and set a “buy” rating on the stock in a research report on Wednesday, October 15th. Finally, Royal Bank Of Canada dropped their price target on shares of Q2 from $102.00 to $86.00 and set a “sector perform” rating on the stock in a research note on Thursday, November 6th. Nine equities research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $87.60.

Q2 Trading Down 3.0%

NYSE:QTWO traded down $1.70 during trading hours on Thursday, hitting $54.92. 317,605 shares of the stock were exchanged, compared to its average volume of 824,371. Q2 has a 52-week low of $53.35 and a 52-week high of $102.07. The company has a market cap of $3.43 billion, a P/E ratio of 115.18 and a beta of 1.36. The firm’s fifty day moving average price is $68.50 and its 200 day moving average price is $71.17.

Insiders Place Their Bets

In other news, COO Himagiri K. Mukkamala sold 3,024 shares of the company’s stock in a transaction on Wednesday, December 10th. The stock was sold at an average price of $73.68, for a total transaction of $222,808.32. Following the completion of the sale, the chief operating officer directly owned 96,046 shares in the company, valued at approximately $7,076,669.28. This represents a 3.05% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, insider Kirk L. Coleman sold 8,559 shares of the business’s stock in a transaction on Wednesday, December 10th. The stock was sold at an average price of $73.68, for a total value of $630,627.12. Following the sale, the insider owned 269,128 shares in the company, 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 sold 20,883 shares of company stock worth $1,547,778 over the last three months. Insiders own 0.31% of the company’s stock.

Institutional Investors Weigh In On Q2

A number of institutional investors and hedge funds have recently bought and sold shares of QTWO. Campbell & CO Investment Adviser LLC purchased a new position in shares of Q2 during the 3rd quarter valued at $1,559,000. Principal Financial Group Inc. grew its stake in Q2 by 502.5% in the 3rd quarter. Principal Financial Group Inc. now owns 301,917 shares of the technology company’s stock worth $21,856,000 after buying an additional 251,807 shares in the last quarter. Connor Clark & Lunn Investment Management Ltd. increased 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 valued at $14,818,000 after acquiring an additional 20,643 shares during the last quarter. Federated Hermes Inc. raised its holdings in shares of Q2 by 5.5% during the 3rd 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 in the last quarter. Finally, Pembroke Management LTD boosted its stake in shares of Q2 by 23.5% in the 3rd quarter. Pembroke Management LTD now owns 308,521 shares of the technology company’s stock valued at $22,334,000 after purchasing an additional 58,625 shares in the last quarter.

Key Stories Impacting Q2

Here are the key news stories impacting Q2 this week:

• Positive Sentiment: Strong top-line growth: Q4 revenue was $208.2M, up ~14% year‑over‑year; full‑year 2025 revenue was $794.8M (+14%). These results underline continued subscription expansion and higher recurring revenue. Business Wire: Q2 Results
• Positive Sentiment: Revenue guidance modestly constructive: FY‑2026 revenue was guided to $871.0M–$878.0M (roughly in line with the ~$873M consensus) and Q1‑2026 revenue was guided to $212.5M–$216.5M (above the ~$209.7M consensus) — signaling continued top‑line momentum.
• Neutral Sentiment: Operational catalysts remain: analysts and coverage pieces highlight subscription growth, cloud migration and AI initiatives as the multi‑year growth drivers and cross‑sell opportunities to expand margins over time. Yahoo Finance: Q4 Deep Dive
• Negative Sentiment: Mixed/weak earnings metrics pressured the stock: headlines show a GAAP EPS miss versus analyst expectations while adjusted/non‑GAAP metrics reportedly beat — the inconsistency created investor concern and volatility. Coverage noted the stock sell‑off despite the revenue beat. Investing.com: Shares Tumble
• Negative Sentiment: Management did not provide clear EPS guidance in the update (EPS fields were left blank in the initial guidance entries), which increases short‑term uncertainty around profitability and analyst modeling assumptions.
• Neutral Sentiment: Investor takeaway: the story remains revenue‑led with attractive secular drivers (SaaS + AI + cross‑sell), but near‑term stock moves are being driven by earnings clarity, GAAP vs. adjusted results, and the absence of explicit EPS guidance. For traders, the reaction reflects short‑term risk around margin/earnings visibility; for longer‑term investors the revenue/growth commentary remains constructive. Seeking Alpha: Earnings Call Transcript

Q2 Company Profile

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.