Q2 (US:QTWO) ZACKS·2026-02-12 00:05Core Viewpoint - Q2 Holdings (QTWO) reported quarterly earnings of $0.61 per share, exceeding the Zacks Consensus Estimate of $0.59 per share, and showing an increase from $0.48 per share a year ago, indicating a positive earnings surprise of +4.10% [1] Financial Performance - The company achieved revenues of $208.22 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 1.66%, and up from $183.04 million in the same quarter last year [2] - Over the last four quarters, Q2 Holdings has exceeded consensus EPS estimates three times and topped consensus revenue estimates four times [2] Stock Performance - Q2 Holdings shares have declined approximately 20.6% since the beginning of the year, contrasting with the S&P 500's gain of 1.4% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the market in the near future [6] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.67 on revenues of $209.95 million, and for the current fiscal year, it is $2.79 on revenues of $872.62 million [7] - The trend of earnings estimate revisions for Q2 Holdings was mixed prior to the earnings release, which may change following the recent report [6] Industry Context - The Internet - Software industry, to which Q2 Holdings belongs, is currently ranked in the bottom 44% of over 250 Zacks industries, suggesting potential challenges ahead [8] - Another company in the same industry, VTEX, is expected to report quarterly earnings of $0.05 per share, reflecting a year-over-year increase of +66.7% [9]