Q2 Holdings Q4 revenue rises

Q2 Holdings

11/02/2026 21:24

Overview

Digital solutions provider's Q4 revenue rose 14% yr/yr

Adjusted EBITDA for Q4 beat analyst expectations

Company repurchased shares and retired $191 mln convertible debt

Outlook

Q2 Holdings expects Q1 2026 revenue between $212.5 mln and $216.5 mln

Company forecasts full-year 2026 revenue of $871 mln to $878 mln

Q2 Holdings anticipates 2027 subscription revenue growth of 12.5% to 13%

Result Drivers

STRONG BOOKINGS - Q4 marked the second strongest bookings quarter in company history, driven by net new and expansion wins, according to CEO Matt Flake

AI INNOVATION - AI-driven innovation was a pivotal focus in 2025, enhancing product offerings and customer value, per company statement

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
$208.2 mln
Q4 Net Income
$20.4 mln
Q4 Adjusted EBITDA
Beat
$51.2 mln
$49.33 mln (14 Analysts)
Q4 Gross Margin
55.4%
Q4 Adjusted Gross Margin
58.6%


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 12 "strong buy" or "buy", 5 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the software peer group is "buy"

Wall Street's median 12-month price target for Q2 Holdings Inc is $89.50, about 56.1% above its February 10 closing price of $57.33

The stock recently traded at 21 times the next 12-month earnings vs. a P/E of 25 three months ago

Press Release: ID:nBw7090y6a

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)