Q2 Holdings Stock: A Souring Bet As Growth Slows And Cheap Alternatives Abound (NYSE:QTWO)
Q2 Q2 (US:QTWO) Seeking Alpha·2026-02-16 00:59

Group 1 - The current market sentiment is negative towards software stocks due to fears that AI may disrupt the recurring-revenue business models that were highly valued during the COVID era [1] - Premium valuation multiples for software companies are under pressure as investors reassess their long-term growth prospects in light of AI advancements [1] Group 2 - Gary Alexander has extensive experience in technology sectors, having worked on Wall Street and in Silicon Valley, which informs his insights into current industry trends [1] - He has been a contributor to Seeking Alpha since 2017 and has been featured in various publications, indicating a recognized authority in the field [1]