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IP expanding capabilities to serve the growing West Coast region

, /PRNewswire/ -- International Paper (NYSE: IP; LSE: IPC), a leader in sustainable packaging solutions, has completed the acquisition of North Pacific Paper Company (NORPAC), a portfolio company of One Rock Capital Partners, for $360MM.

The acquisition brings together two strong teams, high-quality products, and a shared commitment to serving customers. Adding NORPAC to the International Paper portfolio will enhance system flexibility and expand capabilities.

"Today is an important milestone for the NORPAC team and for Longview as we officially become part of International Paper," said Craig Anneberg, CEO, NORPAC. "I'm proud of our employees for what we've built here, and joining International Paper gives us the opportunity to build on that foundation. We're committed to continuing our role as a strong employer and community partner in Longview."

"We're proud to welcome the NORPAC team to International Paper and look forward to what we will accomplish together," said Tom Hamic, Executive Vice President and President, Packaging Solutions North America, International Paper. "NORPAC is a strong strategic fit for our business and expands our capabilities to support growing customer demand for lightweight high-performance packaging grades while improving service to our West Coast customers."

The acquisition of NORPAC is part of International Paper's strategic transformation to maximize value creation for customers, employees and shareholders.

About International Paper (NYSE: IP; LSE: IPC)  
International Paper creates sustainable packaging solutions that enable our customers, teammates and shareowners to thrive in an ever-changing world. We are a leader in corrugated packaging, partnering with customers across industries to protect what matters most, strengthen supply chains and create lasting value. Learn more at internationalpaper.com.

About NORPAC
NORPAC is a Longview, Washington based producer of environmentally sustainable lightweight recycled packaging papers. Having operated for approximately a half-century, NORPAC prides itself on innovation and successful adaptation to changes in society, technology, business and the environment. For more information, visit www.norpacpaper.com

About One Rock Capital Partners, LLC
One Rock makes investments in companies with potential for growth and operational improvement using a rigorous approach that utilizes highly experienced Operating Partners to identify, acquire and enhance businesses in select industries. The involvement of these Operating Partners affords One Rock the ability to conduct due diligence and consummate acquisitions and investments in all types of situations, regardless of complexity. One Rock works collaboratively with company management and its Operating Partners to develop a comprehensive business plan focused on growing the enterprise and its profitability to enhance long-term value. For more information, visit www.onerock.com.

Forward-Looking Statements
This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, as amended. Forward-looking statements can be identified by the use of forward-looking or conditional words such as "intend," "look," "may," "will," "remain," and "plan" or similar expressions. These forward-looking statements reflect management's current views and are subject to risks and uncertainties that could cause actual results and the timing of events to differ materially from those expressed or implied in these forward-looking statements. These risks and uncertainties include the risk of the Company's ability to achieve the desired outcome and realize the anticipated benefits from the acquisition. These forward-looking statements are also subject to the risks and uncertainties contained in the Company's Annual Report on Form 10-K for the fiscal year ended December 31, 2025, filed with the U.S. Securities and Exchange Commission ("SEC") on February 21, 2026, and subsequent reports filed with the SEC. In addition, other risks and uncertainties not presently known to the Company or that we currently believe to be immaterial could affect the accuracy of any forward-looking statements. The Company undertakes no obligation to publicly update any forward-looking statements contained in this press release, whether as a result of new information, future events or changes in expectations.

SOURCE International Paper

BOSTON, June 11, 2026 (GLOBE NEWSWIRE) -- IP Fabric, the leading network digital twin platform, today announced the appointment of Jonathan Korntheuer as Chief Financial Officer (CFO). Korntheuer joins the company after more than six years at growth equity firm One Peak, where he helped lead the firm’s investment in IP Fabric and served on the company’s board of directors.

As CFO, Korntheuer will oversee IP Fabric’s global finance organization and help guide the company’s growth as enterprises increasingly invest in infrastructure automation and AI-driven initiatives. His combination of investor experience and operational focus, along with his long-standing relationship with IP Fabric, brings a unique perspective to the executive team as the company continues to scale globally.

“Having worked closely with us as an investor and board member for several years, he understands our vision, our technology and the opportunity ahead,” said Pavel Bykov, CEO and co-founder of IP Fabric. “Jonathan’s experience in scaling high-growth software companies will be invaluable as we continue to broaden our market presence and execute on our long-term growth strategy.”

Korntheuer joins IP Fabric as organizations race to adopt AI across increasingly complex hybrid environments. IP Fabric’s network digital twin platform continuously discovers, models and validates network and infrastructure environments, providing the trusted data foundation and assurance capabilities needed to support trustworthy automation, improve resilience and reduce operational risk, all while driving down capital expenditures and operational costs.

“The adoption of AI across enterprise IT is increasing the need for trusted infrastructure intelligence,” said Korntheuer. “Organizations cannot automate what they do not fully understand. IP Fabric provides the visibility and assurance needed to confidently scale automation and AI-driven operations. Having supported the company as an investor and board member, I’ve seen firsthand the strength of the team, the product and the market opportunity. I look forward to supporting IP Fabric’s next stage of growth.”

Korntheuer’s appointment marks the latest step in IP Fabric’s continued investment in leadership and ongoing commitment to top talent as the company scales globally. Over the past year, IP Fabric has expanded its executive team with key hires across product and technology management tiers, including the recent additions of Chief Technology Officer Petr Podrouzek and Vice President of Product Miguel Pinto. This expansion solidifies the company’s ability to empower customers as they modernize infrastructure operations and navigate an AI-driven future.

Learn more on the IP Fabric website.

About IP Fabric

IP Fabric is the leading network digital twin platform, offering a continuously validated view of cloud, network and security systems to improve stability, security and spend. Within minutes, the platform creates a unified view of devices, state, configurations and interdependencies, normalizing multi-vendor data and revealing operational truth through automated intent checks. By uncovering risks and providing actionable insights, IP Fabric empowers enterprises to accelerate IT and business transformation while reducing costs. Trusted by industry leaders like Red Hat, Major League Baseball and Air France, IP Fabric delivers the foundation for end-to-end network governance. Learn more at ipfabric.io and follow the company on LinkedIn.

Media Contact
Antonia Donato
[email protected]
Look Left Marketing

A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/737af603-aa29-40ad-a5ee-d1c426e59a5b

Jonathan Korntheuer Appointed CFO of IP Fabric Former One Peak investor and IP Fabric board member joins executive leadership team to support next ...

Balchem delivered strong Q4 results, with revenue up nearly 10% year-over-year and all segments posting growth. BCPC boasts a 17-year streak of double-digit dividend hikes, supported by a payout ratio consistently below 20%. The stock trades at a roughly 25% discount to its estimated fair value, with robust forward return potential exceeding 14%.

Sherwin-Williams (SHW - Free Report) came out with quarterly earnings of $2.35 per share, beating the Zacks Consensus Estimate of $2.24 per share. This compares to earnings of $2.25 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +4.91%. A quarter ago, it was expected that this paint and coatings maker would post earnings of $2.12 per share when it actually produced earnings of $2.23, delivering a surprise of +5.19%.

Over the last four quarters, the company has surpassed consensus EPS estimates three times.

Sherwin-Williams, which belongs to the Zacks Chemical - Specialty industry, posted revenues of $5.67 billion for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 1.79%. This compares to year-ago revenues of $5.31 billion. The company has topped consensus revenue estimates four times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

Sherwin-Williams shares have added about 3.7% since the beginning of the year versus the S&P 500's gain of 4.8%.

What's Next for Sherwin-Williams?While Sherwin-Williams has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for Sherwin-Williams was unfavorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #4 (Sell) for the stock. So, the shares are expected to underperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $3.53 on $6.57 billion in revenues for the coming quarter and $11.82 on $24.68 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Chemical - Specialty is currently in the bottom 26% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

One other stock from the same industry, Balchem (BCPC - Free Report) , is yet to report results for the quarter ended March 2026. The results are expected to be released on April 30.

This chemical company is expected to post quarterly earnings of $1.33 per share in its upcoming report, which represents a year-over-year change of +9%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

Balchem's revenues are expected to be $266.5 million, up 6.4% from the year-ago quarter.

Balchem Corporation (BCPC) Q1 2026 Earnings Call Transcript

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New solution addresses a critical industry gap by automating treasury implementation, enabling banks and credit unions to scale growth and accelerate time to revenue

AUSTIN, Texas--(BUSINESS WIRE)--Q2 Holdings, Inc. (NYSE:QTWO), a leading provider of digital transformation solutions for financial services, today announced Q2 Treasury Fulfillment, a solution designed to modernize and streamline how banks and credit unions onboard and implement treasury services for commercial clients.

As financial institutions face increasing pressure to grow deposits and deepen commercial relationships, the treasury onboarding experience has become a critical point of differentiation, yet many institutions still rely on fragmented, manual processes that slow implementation, introduce risk, and limit their ability to scale. Unlike traditional onboarding solutions that focus primarily on workflow management, Q2 Treasury Fulfillment automates the actual fulfillment of treasury services. By connecting front-office intake with back-office systems, the solution eliminates redundant data entry, reduces errors, and enables a seamless flow of information across systems.

“Q2 Treasury Fulfillment represents a meaningful step forward for institutions looking to compete more effectively in the commercial banking space,” said Encore Bank EVP and Chief Operations Officer Erin Simpson. “By streamlining implementation and reducing operational friction, it allows us to focus more on serving clients and growing relationships.”

“Financial institutions don’t just need better onboarding workflows, they need a better way to deliver treasury services end to end,” said Q2 VP of Product Management Anthony Ianniciello. “Q2 Treasury Fulfillment closes that gap by automating the most complex and time-consuming parts of the process, enabling banks and credit unions to move faster and operate more efficiently.”

Because the solution is embedded within the Q2 Digital Banking Platform, financial institutions benefit from a unified experience that connects onboarding, fulfillment, and ongoing servicing, reducing fragmentation and accelerating adoption.

Q2 Treasury Fulfillment is a key component of Q2 Catalyst, a suite of best-in-class commercial banking solutions designed to help banks and credit unions win more deals, onboard clients faster, serve them better, and grow profitable relationships.

For more information about Q2 Treasury Fulfillment, visit https://www.q2.com/products/digital-onboarding/treasury-fulfillment.

To learn more about Q2’s suite of commercial digital banking solutions, visit https://www.q2.com/solutions/commercial-banking.

About Q2 Holdings, Inc.

Q2 is a leading provider of digital transformation solutions for financial services, serving banks, credit unions, alternative finance companies, and fintechs in the U.S. and internationally. Q2 enables its financial institution and fintech customers to provide comprehensive, data-driven digital engagement solutions for consumers, small businesses and corporate clients. Headquartered in Austin, Texas, Q2 has offices worldwide and is publicly traded on the NYSE under the stock symbol QTWO. To learn more, please visit Q2.com. Follow us on LinkedIn and X to stay up to date.

More News From Q2 Holdings, Inc.

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AUSTIN, Texas--(BUSINESS WIRE)--Q2 Holdings, Inc. (NYSE: QTWO), a leading provider of digital transformation solutions for financial services, today announced results for its first quarter ending March 31, 2026.

GAAP Results for the First Quarter 2026

Revenue of $216.5 million, up by 14 percent compared to the prior-year quarter and 4 percent from fourth quarter 2025. GAAP gross margin of 59.1 percent, up from 53.2 percent in the prior-year quarter and 55.4 percent in fourth quarter 2025. GAAP net income of $26.6 million, up from $4.8 million for the prior-year quarter and $20.4 million for fourth quarter 2025. Non-GAAP Results for the First Quarter 2026

Non-GAAP gross margin of 62.1 percent, up from 57.9 percent for the prior-year quarter and 58.6 percent in fourth quarter 2025. Adjusted EBITDA of $60.0 million, up from $40.7 million for the prior-year quarter and $51.2 million for fourth quarter 2025. For a reconciliation of our GAAP to non-GAAP results, please see the tables below.

“We delivered a strong start to 2026, with performance reflecting continued execution across our key priorities and the durability of our model,” said Matt Flake, Chairman, President and CEO, Q2. "We saw record bookings for a first quarter, highlighted by strength at the high end of the market and a balanced mix of net new and expansion activity. We also saw continued momentum across our digital banking platform and risk and fraud solutions, which remain critical areas of investment for our customers. With a strong pipeline and continued innovation across areas like AI, we remain confident in our ability to execute and deliver long-term value.”

First Quarter Highlights

Signed nine Enterprise and Tier 1 contracts in the quarter highlighted by: A significant expansion agreement through the merger of Synovus and Pinnacle Financial Partners with the combined entity utilizing our commercial digital banking and commercial fraud management solutions. The largest fraud deal signed in company history with an Enterprise bank. Net new and expansion agreements with two other Enterprise banks to utilize our fraud solutions. Subscription Annualized Recurring Revenue increased to $802.3 million, up 14 percent year-over-year. Remaining Performance Obligations total, or Backlog, increased by $46 million sequentially and $444 million year-over-year, resulting in a total committed Backlog of approximately $2.7 billion at quarter-end, representing 2 percent sequential growth and 19 percent year-over-year growth. In the first quarter ended March 31, 2026, Q2 repurchased approximately 1.8 million shares of the Company's outstanding common stock at an average share price of approximately $55.04 for total consideration of approximately $97.2 million. As of the end of the quarter, Q2 had $47.8 million remaining on its $150 million share repurchase authorization announced in November 2025. Q2 Delivers Record First Quarter Bookings and Advances AI Strategy to Start 2026

Q2 delivered a strong start to 2026, with performance reflecting continued execution across the business and meaningful progress in its AI strategy. The quarter was supported by broad-based demand across Q2’s platform, particularly within digital banking and risk and fraud solutions, as financial institutions continue to prioritize technology investment, operational efficiency, and real-time risk management.

Q2 also continues to advance its AI strategy as a natural extension of its platform. Positioned at the center of digital banking interactions, Q2 serves as a “System of Context,” providing real-time visibility into user behavior, transaction activity, and decision-making across retail, small business, and commercial banking.

At the same time, Q2 operates at the execution layer of banking, orchestrating workflows and enabling transactions and outcomes across the platform. This combination of context and execution allows Q2 to embed AI directly into the flow of banking activity—enabling real-time action in a secure and compliant manner.

Q2 is focused on applying AI across key areas including banker efficiency, fraud prevention, and personalization, where it is already delivering new capabilities. As financial institutions continue to adopt AI, Q2 believes its platform is well positioned to serve as a foundation for innovation.

“We delivered strong financial performance in the first quarter, with solid year-over-year revenue growth and meaningful expansion in profitability,” said Jonathan Price, CFO, Q2. “Adjusted EBITDA grew and margins expanded significantly, reflecting continued progress in scaling the business and driving operating efficiency. We believe these results reflect the strength of our business model and position us well to continue delivering balanced growth and profitability while prioritizing effective capital allocation in 2026.”

Financial Outlook

As of April 29, 2026, Q2 Holdings is providing guidance for its second quarter of 2026 and updated guidance for its full year 2026, which represents Q2 Holdings’ current estimates on Q2 Holdings’ operations and financial results. The financial information below includes adjusted EBITDA, which represents forward-looking, non-GAAP financial information. GAAP net income is the most comparable GAAP measure to adjusted EBITDA. Adjusted EBITDA differs from GAAP net income in that it excludes items such as depreciation and amortization, stock-based compensation, transaction-related costs, interest and other (income) expense, income taxes, lease and other restructuring charges, and non-recurring legal settlements not in our ordinary course of business. Q2 Holdings is unable to predict with reasonable certainty the ultimate outcome of these exclusions without unreasonable effort. Therefore, Q2 Holdings has not provided guidance for GAAP net income or a reconciliation of the foregoing forward-looking adjusted EBITDA guidance to GAAP net income. However, it is important to note that these excluded items could be material to Q2's results computed in accordance with GAAP in future periods.

Q2 Holdings is providing guidance for the second quarter of 2026 as follows:

Total revenue of $214.0 million to $218.0 million, which would represent year-over-year growth of 10 to 12 percent. Adjusted EBITDA of $57.5 million to $60.5 million, representing 27 to 28 percent of revenue for the quarter. Q2 Holdings is providing updated guidance for the full-year 2026 as follows:

Total revenue of $875.0 million to $882.0 million, which would represent year-over-year growth of 10 to 11 percent. Adjusted EBITDA of $237.0 million to $242.0 million, representing 27 percent of revenue for the year. Conference Call Details

Date:

Wednesday, April 29, 2026

Time:

5:00 p.m. EDT

Hosts:

Matt Flake, Chairman, President & CEO / Jonathan Price, CFO

Webcast Registration:

https://events.q4inc.com/attendee/991079750

All participants must register using the above link. The webcast of the conference call and financial results will be accessible from the investor relations section of the Q2 website at http://investors.Q2.com/. An archived replay of the webcast will be available on this website for a limited time after the call. Q2 has used, and intends to continue to use, its investor relations website as a means of disclosing material non-public information and for complying with its disclosure obligations under Regulation FD.

About Q2 Holdings, Inc.

Q2 is a leading provider of digital transformation solutions for financial services, serving banks, credit unions, alternative finance companies, and fintechs in the U.S. and internationally. Q2 enables its financial institution and fintech customers to provide comprehensive, data-driven digital engagement solutions for consumers, small businesses and corporate clients. Headquartered in Austin, Texas, Q2 has offices worldwide and is publicly traded on the NYSE and NYSE Texas under the stock symbol QTWO. To learn more, please visit Q2.com. Follow us on LinkedIn and X to stay up to date.

Use of Non-GAAP Measures

Q2 uses the following non-GAAP financial measures: adjusted EBITDA; adjusted EBITDA margin; non-GAAP gross margin; non-GAAP gross profit; non-GAAP sales and marketing expense; non-GAAP research and development expense; non-GAAP general and administrative expense; non-GAAP operating expense; non-GAAP operating income; non-GAAP net income; non-GAAP net income per common share, diluted; and free cash flow. Management believes that these non-GAAP financial measures are useful measures of operating performance because they exclude items that Q2 does not consider indicative of its core performance.

In the case of adjusted EBITDA, Q2 adjusts net income for such items as interest and other (income) expense, taxes, depreciation and amortization, stock-based compensation, transaction-related costs, lease and other restructuring charges, and non-recurring legal settlements not in our ordinary course of business. In the case of adjusted EBITDA margin, Q2 calculates adjusted EBITDA margin by dividing adjusted EBITDA by revenue. In the case of non-GAAP gross margin and non-GAAP gross profit, Q2 adjusts gross profit and gross margin for stock-based compensation, amortization of acquired technology, transaction-related costs and lease and other restructuring charges. In the case of non-GAAP sales and marketing expense and non-GAAP research and development expense, Q2 adjusts the corresponding GAAP expense to exclude stock-based compensation. Non-GAAP general and administrative expense excludes stock-based compensation and non-recurring legal settlements not in our ordinary course of business. Non-GAAP operating expense is calculated by taking the sum of non-GAAP sales and marketing expenses, non-GAAP research and development expense and non-GAAP general and administrative expense. In the case of non-GAAP operating income and non-GAAP net income, Q2 adjusts operating income, for stock-based compensation, transaction-related costs, amortization of acquired technology, amortization of acquired intangibles, lease and other restructuring charges and non-recurring legal settlements not in our ordinary course of business, and with respect to non-GAAP net income, Q2 additionally adjusts for amortization of debt issuance costs and the related tax effects of the adjustments above. The tax effect of non-GAAP adjustments is calculated based on the tax laws and statutory income tax rates applicable in the tax jurisdiction(s) of the underlying non-GAAP adjustment and considers the current and deferred tax impact of those adjustments. The Company is in a cumulative income position on a non-GAAP basis and has not recorded a valuation allowance against deferred tax assets in the non-GAAP tax provision. As a result, the non-GAAP tax expense may differ significantly from the GAAP tax expense. In the case of non-GAAP net income per common share, diluted Q2 divides non-GAAP net income by the diluted weighted average common shares outstanding. In the case of free cash flow, Q2 adjusts net cash provided by (used in) operating activities for purchases of property and equipment and capitalized software development costs. A reconciliation of prior quarter non-GAAP financial measures to the nearest comparable GAAP measures may be found in Exhibit 99.1 of Q2's Form 8-K filed on February 11, 2026.

There are limitations associated with the use of these non-GAAP financial measures. These non-GAAP financial measures are not prepared in accordance with GAAP, do not reflect a comprehensive system of accounting and may not be completely comparable to similarly titled measures of other companies due to potential differences in the exact method of calculation between companies. Certain items that are excluded from these non-GAAP financial measures can have a material impact on operating and net income. As a result, these non-GAAP financial measures have limitations and should be considered in addition to, not as a substitute for or superior to, the closest GAAP measures, or other financial measures prepared in accordance with GAAP. A reconciliation to the closest GAAP measures of these non-GAAP measures is contained in tabular form on the attached unaudited condensed consolidated financial statements.

Q2’s management uses these non-GAAP measures as measures of operating performance; to prepare Q2’s annual operating budget; to allocate resources to enhance the financial performance of Q2’s business; to evaluate the effectiveness of Q2’s business strategies; to provide consistency and comparability with past financial performance; to facilitate a comparison of Q2’s results with those of other companies, many of which use similar non-GAAP financial measures to supplement their GAAP results; and in communication with our board of directors concerning Q2’s financial performance.

Forward-looking Statements

This press release contains forward-looking statements and forward-looking information. These statements can be identified by expressions of belief, expectation or intention, as well as statements that are not historical fact, including statements about: continued execution across our key priorities; the durability of our model; continued momentum across our digital banking platform and risk and fraud solutions; critical areas of investment for our customers; our strong pipeline; continued innovation across areas like AI; our confidence and ability to execute and deliver long-term value; our momentum and advancement of our AI strategy; our AI strategy, capabilities and product offerings; the positioning of Q2’s platform to serve as a foundation for innovation; the strength of our business model and our ability to continue delivering balanced growth and profitability while prioritizing effective capital allocation in 2026; and our quarterly and annual financial guidance.

The forward-looking statements contained in this press release are based upon Q2’s historical performance and its current plans, estimates, and expectations and are not a representation that such plans, estimates or expectations will be achieved. Factors that could cause actual results to differ materially from those described herein include risks related to: (a) the risks associated with cyberattacks, financial transaction fraud, data and privacy breaches and breaches of security measures within our products, systems and infrastructure or the products, systems and infrastructure of third parties upon which we rely and the resultant disruption, costs and liabilities and harm to our business and reputation and our ability to sell our solutions; (b) the risks associated with recent advances in artificial intelligence, or AI, including the increasing availability of more capable AI models to the public that may further enhance the ability of threat actors to identify, develop and exploit vulnerabilities, automate certain aspects of cyberattacks and conduct more targeted or scalable social engineering or fraud schemes; (c) the impact of and our ability to respond to global economic uncertainties and challenges or changes in the financial services industry and credit markets, including as a result of mergers and acquisitions within the banking sector, inflationary pressures, fluctuating interest rates, instability in the financial services industry, any changes to, or new, financial regulations and their potential impacts on our prospects' and customers' operations, increased acceptance and use of emerging financial products, such as cryptocurrencies or stablecoin, including any impact on the timing of prospect and customer implementations and purchasing decisions, our business sales cycles and on account holder or end user, or End User, usage of our solutions; (d) the risks associated with continued market volatility, including in the financial services sector, potential inflationary pressures and the impact of any monetary policy changes that may be implemented as a result, the possibility and potential impact of any U.S. tariffs and global trade measures, including retaliatory tariffs and the impact on the valuation of marketable securities; (e) the risk of increased or new competition in our existing markets and as we enter new markets or new segments of existing markets, or as we offer new solutions; (f) the risks associated with the development of our solutions, including AI based solutions, our AI and data strategies and solutions, our use of AI tools and solutions and changes to regulation or the market for our solutions compared to our expectations; (g) quarterly fluctuations in our operating results relative to our expectations and guidance and the accuracy of our forecasts; (h) the risks and increased costs associated with managing growth and global operations, including hiring, training, retaining and motivating employees to support such growth; (i) the risks associated with our transactional business which are typically driven by End-User behavior and can be influenced by external drivers outside of our control; (j) the risks associated with effectively managing our business and cost structure in an uncertain economic environment, including as a result of challenges in the financial services industry and the effects of seasonality and unexpected trends; (k) the risks associated with geopolitical instability, including acts of war or military conflict, uncertainties or discord, including the continuing war in Ukraine, the war in Iran and other conflicts in the Middle East and other parts of the world, heightened risk of state-sponsored cyberattacks or cyber fraud on financial services and other critical infrastructure; (l) the risks associated with accurately forecasting and managing the impacts of any economic downturn or challenges in the financial services industry on our customers and their End Users, including in particular the impacts of any downturn on financial technology companies or alternative finance companies and our arrangements with them, which may include more complex revenue arrangements for us and which may be more vulnerable to an economic downturn than our financial institution customers; (m) the challenges and costs associated with selling, implementing and supporting our solutions, particularly for larger customers with more complex requirements and longer implementation processes, including risks related to the timing and predictability of sales of our solutions and the impact that the timing of bookings and go-lives may have on our revenue and financial performance in a period; (n) the risk that errors, interruptions or delays in our solutions or Web hosting negatively impacts our business and sales; (o) the risks associated with the migration of the computing, storage and processing of our digital banking platform solutions from our third-party data centers to third-party public cloud service providers; (p) the difficulties and risks associated with developing and selling complex new solutions and enhancements, including those using AI with the technical and regulatory specifications and functionality required by our customers and relevant governmental authorities; (q) the risks associated with operating within and selling into a regulated industry, including risks related to evolving regulation of, and litigation with respect to, AI and machine learning, the receipt, collection, storage, processing and transfer of data and increased regulatory scrutiny on financial technology and related services, including specifically on banking-as-a-service, or BaaS, services; (r) the risks associated with our sales and marketing capabilities, including partner relationships and the length, cost and unpredictability of our sales cycle; (s) the risks inherent in third-party technology and implementation partnerships, including defects, failures, interruptions or disruptions in third-party services or solutions, that could disrupt our services or otherwise cause harm to our business; (t) the risk that we will not be able to maintain historical contract terms such as pricing and duration; (u) the general risks associated with the complexity of our customer arrangements and our solutions; (v) the risks associated with integrating acquired companies and successfully selling and maintaining their solutions; (w) the risks and challenges around increased regulatory scrutiny and evolving requirements for money movement services and the resulting potential higher costs, increased complexity and limitations on offerings on our business and financial results; (x) litigation related to intellectual property and other matters and any related claims, negotiations and settlements; (y) the risks associated with further consolidation in the financial services industry; (z) the risks associated with selling our solutions internationally and with the continued expansion of our international operations; and (aa) the risk that our debt repayment obligations may adversely affect our financial condition and that we may not be able to obtain capital when desired or needed on favorable terms.

Additional information relating to the uncertainty affecting the Q2 business is contained in Q2’s filings with the Securities and Exchange Commission. These documents are available on the SEC Filings section of the Investor Relations section of Q2’s website at http://investors.Q2.com/. These forward-looking statements represent Q2’s expectations as of the date of this press release. Subsequent events may cause these expectations to change, and except as required by law, Q2 disclaims any obligations to update or alter these forward-looking statements in the future, whether as a result of new information, future events or otherwise.

Q2 Holdings, Inc.

Condensed Consolidated Balance Sheets

(in thousands)

(unaudited)

  March 31, 2026

December 31, 2025

Assets

Current assets:

Cash and cash equivalents

$

342,332

$

367,631

Restricted cash

2,057

1,672

Investments

36,559

65,064

Accounts receivable, net

74,196

51,716

Contract assets, current portion, net

7,356

8,596

Prepaid expenses and other current assets

21,963

28,234

Deferred solution and other costs, current portion

29,535

22,631

Deferred implementation costs, current portion

10,575

10,508

Total current assets

524,573

556,052

Property and equipment, net

27,933

27,783

Right of use assets

25,768

27,188

Deferred solution and other costs, net of current portion

29,961

27,827

Deferred implementation costs, net of current portion

31,235

28,929

Intangible assets, net

75,781

78,377

Goodwill

512,869

512,869

Contract assets, net of current portion and allowance

15,138

14,103

Other long-term assets

3,089

3,149

Total assets

$

1,246,347

$

1,276,277

Liabilities and stockholders' equity

Current liabilities:

Accounts payable and accrued liabilities

$

53,416

$

76,799

Convertible notes, current portion

303,682

303,368

Deferred revenues, current portion

196,762

155,003

Lease liabilities, current portion

8,628

8,915

Total current liabilities

562,488

544,085

Deferred revenues, net of current portion

30,557

26,826

Lease liabilities, net of current portion

31,592

33,832

Other long-term liabilities

10,034

9,723

Total liabilities

634,671

614,466

Stockholders' equity:

Common stock

6

6

Additional paid-in capital

1,199,888

1,275,980

Accumulated other comprehensive loss

(2,635

)

(1,953

)

Accumulated deficit

(585,583

)

(612,222

)

Total stockholders' equity

611,676

661,811

Total liabilities and stockholders' equity

$

1,246,347

$

1,276,277

Q2 Holdings, Inc.

Condensed Consolidated Statements Of Comprehensive Income

(in thousands, except per share data)

(unaudited)

  Three Months Ended March 31,

2026

2025

Revenues (1)

$

216,506

$

189,735

Cost of revenues (2)

88,592

88,745

Gross profit

127,914

100,990

Operating expenses:

Sales and marketing

25,720

26,527

Research and development

41,880

37,853

General and administrative

32,187

32,322

Transaction-related costs

250

—

Amortization of acquired intangibles

—

93

Lease and other restructuring charges

188

2,006

Total operating expenses

100,225

98,801

Income from operations

27,689

2,189

Total other income, net

2,064

3,051

Income before income taxes

29,753

5,240

Provision for income taxes

(3,114

)

(487

)

Net income

$

26,639

$

4,753

Other comprehensive income (loss):

Unrealized loss on available-for-sale investments

(60

)

(24

)

Foreign currency translation adjustment

(622

)

177

Comprehensive income

$

25,957

$

4,906

Net income per common share

Basic

$

0.43

$

0.08

Diluted

$

0.40

$

0.07

Weighted average common shares outstanding

Basic

62,338

61,222

Diluted

67,647

64,820

(1) The following table disaggregates the Company's revenue by major source:

  Three Months Ended March 31,

2026

2025

Subscription

$

179,886

$

154,289

Transactional

17,808

18,617

Services and Other

18,812

16,829

Total Revenues

$

216,506

$

189,735

Q2 Holdings, Inc.

Condensed Consolidated Statements of Cash Flows

(in thousands)

(unaudited)

  Three Months Ended March 31,

2026

2025

Cash flows from operating activities:

Net income

$

26,639

$

4,753

Adjustments to reconcile net income to net cash from operating activities:

Amortization of deferred implementation, solution and other costs

7,748

6,961

Depreciation and amortization

11,743

13,720

Amortization of debt issuance costs

360

543

Amortization of premiums and discounts on investments

(42

)

(301

)

Stock-based compensation expense

20,265

21,010

Deferred income taxes

343

(2,042

)

Other non-cash items

261

465

Changes in operating assets and liabilities:

(10,996

)

(1,578

)

Net cash provided by operating activities

56,321

43,531

Cash flows from investing activities:

Net maturities (purchases) of investments

28,487

(13,805

)

Purchases of property and equipment

(6,597

)

(785

)

Capitalized software development costs

(5,514

)

(4,914

)

Net cash provided by (used in) investing activities

16,376

(19,504

)

Cash flows from financing activities:

Repurchases of common shares

(97,153

)

—

Proceeds from exercise of stock options and ESPP

—

547

Net cash provided by (used in) financing activities

(97,153

)

547

Effect of exchange rate changes on cash, cash equivalents and restricted cash

(458

)

110

Net increase (decrease) in cash, cash equivalents and restricted cash

(24,914

)

24,684

Cash, cash equivalents and restricted cash, beginning of period

369,303

360,793

Cash, cash equivalents and restricted cash, end of period

$

344,389

$

385,477

Q2 Holdings, Inc.

Reconciliation of GAAP to Non-GAAP Measures

(in thousands)

(unaudited)

  Three Months Ended March 31,

2026

2025

GAAP gross profit

$

127,914

$

100,990

Stock-based compensation

2,187

3,218

Amortization of acquired technology

4,349

5,505

Lease and other restructuring charges

—

144

Non-GAAP gross profit

$

134,450

$

109,857

Revenues

$

216,506

$

189,735

GAAP gross margin

59.1

%

53.2

%

Non-GAAP gross margin

62.1

%

57.9

%

GAAP sales and marketing expense

$

25,720

$

26,527

Stock-based compensation

(2,544

)

(3,452

)

Non-GAAP sales and marketing expense

$

23,176

$

23,075

GAAP research and development expense

$

41,880

$

37,853

Stock-based compensation

(4,146

)

(4,042

)

Non-GAAP research and development expense

$

37,734

$

33,811

GAAP general and administrative expense

$

32,187

$

32,322

Stock-based compensation

(11,388

)

(10,298

)

Non-recurring legal settlements

—

(1,750

)

Non-GAAP general and administrative expense

$

20,799

$

20,274

GAAP operating income

$

27,689

$

2,189

Stock-based compensation

20,265

21,010

Transaction-related costs

250

—

Amortization of acquired technology

4,349

5,505

Amortization of acquired intangibles

—

93

Lease and other restructuring charges

188

2,150

Non-recurring legal settlements

—

1,750

Non-GAAP operating income

$

52,741

$

32,697

GAAP net income

$

26,639

$

4,753

Stock-based compensation

20,265

21,010

Transaction-related costs

250

—

Amortization of acquired technology

4,349

5,505

Amortization of acquired intangibles

—

93

Lease and other restructuring charges

188

2,150

Non-recurring legal settlements

—

1,750

Amortization of debt issuance costs

360

683

Tax adjustment

(10,384

)

(8,481

)

Non-GAAP net income

$

41,667

$

27,463

Weighted average common shares outstanding, diluted

67,647

64,820

GAAP net income per common share, diluted

$

0.40

$

0.07

Non-GAAP, net income per common share, diluted

$

0.63

$

0.42

Reconciliation of GAAP net income to adjusted EBITDA:

GAAP net income

$

26,639

$

4,753

Stock-based compensation

20,265

21,010

Transaction-related costs

250

—

Depreciation and amortization

11,743

13,720

Lease and other restructuring charges

188

2,150

Non-recurring legal settlements

—

1,750

Provision for income taxes

3,114

487

Interest and other income, net

(2,167

)

(3,160

)

Adjusted EBITDA

$

60,032

$

40,710

Adjusted EBITDA margin

27.7

%

21.5

%

Q2 Holdings, Inc.

Reconciliation of Free Cash Flow

(in thousands)

(unaudited)

  Three Months Ended March 31,

2026

2025

Net cash provided by operating activities

$

56,321

$

43,531

Purchases of property and equipment

(6,597

)

(785

)

Capitalized software development costs

(5,514

)

(4,914

)

Free cash flow

$

44,210

$

37,832

More News From Q2 Holdings, Inc.

For the quarter ended March 2026, Q2 Holdings (QTWO - Free Report) reported revenue of $216.51 million, up 14.1% over the same period last year. EPS came in at $0.63, compared to $0.54 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $213.88 million, representing a surprise of +1.23%. The company delivered an EPS surprise of -10.85%, with the consensus EPS estimate being $0.71.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Q2 Holdings performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

Revenue- Subscription: $179.89 million versus the three-analyst average estimate of $177.87 million.Revenue- Services and other: $18.81 million compared to the $17.5 million average estimate based on three analysts.Revenue- Transactional: $17.81 million versus $17.77 million estimated by three analysts on average.View all Key Company Metrics for Q2 Holdings here>>>

Shares of Q2 Holdings have returned +6.1% over the past month versus the Zacks S&P 500 composite's +12.2% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

Q2 Holdings demonstrates solid fundamentals, margin expansion, and intelligent capital allocation, but valuation limits near-term upside. QTWO's Q1'26 saw 16% subscription revenue growth, 420 bps gross margin expansion to 62.1%, and record EBITDA margins, driven by cloud migration completion. The fraud solutions cross-sell is gaining traction, with a major deal closed and a real-time data advantage underpinning future monetization.

Q2 Holdings (QTWO - Free Report) could be a solid choice for investors given its recent upgrade to a Zacks Rank #2 (Buy). This upgrade is essentially a reflection of an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.

The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.

Individual investors often find it hard to make decisions based on rating upgrades by Wall Street analysts, since these are mostly driven by subjective factors that are hard to see and measure in real time. In these situations, the Zacks rating system comes in handy because of the power of a changing earnings picture in determining near-term stock price movements.

Therefore, the Zacks rating upgrade for Q2 Holdings basically reflects positivity about its earnings outlook that could translate into buying pressure and an increase in its stock price.

Most Powerful Force Impacting Stock PricesThe change in a company's future earnings potential, as reflected in earnings estimate revisions, has proven to be strongly correlated with the near-term price movement of its stock. The influence of institutional investors has a partial contribution to this relationship, as these big professionals use earnings and earnings estimates to calculate the fair value of a company's shares. An increase or decrease in earnings estimates in their valuation models simply results in higher or lower fair value for a stock, and institutional investors typically buy or sell it. Their bulk investment action then leads to price movement for the stock.

Fundamentally speaking, rising earnings estimates and the consequent rating upgrade for Q2 Holdings imply an improvement in the company's underlying business. Investors should show their appreciation for this improving business trend by pushing the stock higher.

Harnessing the Power of Earnings Estimate RevisionsEmpirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock movements, so it could be truly rewarding if such revisions are tracked for making an investment decision. Here is where the tried-and-tested Zacks Rank stock-rating system plays an important role, as it effectively harnesses the power of earnings estimate revisions.

The Zacks Rank stock-rating system, which uses four factors related to earnings estimates to classify stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record, with Zacks Rank #1 stocks generating an average annual return of +25% since 1988. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here >>>> .

Earnings Estimate Revisions for Q2 HoldingsThis provider of online banking software is expected to earn $2.90 per share for the fiscal year ending December 2026, which represents no year-over-year change.

Analysts have been steadily raising their estimates for Q2 Holdings. Over the past three months, the Zacks Consensus Estimate for the company has increased 10.1%.

Bottom LineUnlike the overly optimistic Wall Street analysts whose rating systems tend to be weighted toward favorable recommendations, the Zacks rating system maintains an equal proportion of "buy" and "sell" ratings for its entire universe of more than 4,000 stocks at any point in time. Irrespective of market conditions, only the top 5% of the Zacks-covered stocks get a "Strong Buy" rating and the next 15% get a "Buy" rating. So, the placement of a stock in the top 20% of the Zacks-covered stocks indicates its superior earnings estimate revision feature, making it a solid candidate for producing market-beating returns in the near term.

You can learn more about the Zacks Rank here >>>

The upgrade of Q2 Holdings to a Zacks Rank #2 positions it in the top 20% of the Zacks-covered stocks in terms of estimate revisions, implying that the stock might move higher in the near term.

Q2 Holdings, Inc. (QTWO) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript

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Austin-based Brazilian-inspired snack company dedicated to creating clean, simple ingredient snacks to receive $100,000 in funding to accelerate its business and mission

AUSTIN, Texas--(BUSINESS WIRE)--Today, OCA Foods was announced as the winner of the 2026 Austin FC Dream Starter Competition presented by Q2 Holdings, Inc. (NYSE: QTWO). OCA will receive $100,000 in funding to accelerate its business and mission as part of the Austin FC Dream Starter business initiative, which supports Austin entrepreneurs.

OCA is a Brazilian-inspired snack company bringing a cleaner, preservative-free take on Paçoca—a beloved peanut bite traditionally enjoyed across Brazil—to consumers in the U.S. Founded in Austin, Texas, OCA was created to honor heritage, family traditions, and the power of simple ingredients people know and trust. Through thoughtfully crafted snacks, OCA aims to create meaningful moments of connection and community with every bite.

“Alongside our partners at Q2, we’re excited to announce OCA as this year’s Dream Starter winner,” said Austin FC President Andy Loughnane. “Their work creates a unique connection between the cultures of Texas and Brazil and exemplifies the strength in diversity of Austin’s entrepreneurial community.”

“Our mission is to build strong and diverse communities by strengthening their financial institutions, and we see that same spirit in OCA,” said Q2 President, Chairman & CEO Matt Flake. “We're proud to support their mission alongside Austin FC and excited to see how this recognition will help them grow their business in Central Texas.”

“I have no words to express what winning the 2026 Dream Starter Competition means to me. It is an honor and an incredible opportunity to bring our products to more people and better serve our communities,” said OCA Founder Renato Raposo. “As an immigrant founder building a business from the ground up, I deeply connect with the Dream Starter mission of empowering entrepreneurs and strengthening local communities. OCA is more than a snack brand; it is a platform to create opportunities, inspire healthier choices, and bring people together.”

The Austin FC Dream Starter Competition combines Q2’s mission with Austin FC’s inclusivity through equity community pillar. The aim is to connect entrepreneurs with the resources needed to build profitable, high-growth companies. The “Dream Starter” funds will aid OCA in overcoming financial barriers to achieve success.

In addition to OCA, the 2026 Dream Starter finalists included Hem Support Wear, HealthQuest, GrantAppli, and PachaMama Bees.

The five finalists participated in a pitch contest on May 27 at Q2 Stadium. A diverse group of representatives from Austin FC, Q2 Holdings, Inc., and the Austin entrepreneurial community evaluated each finalist’s presentation and ultimately selected the winner. OCA will be honored with a check presentation during halftime at the Austin FC vs. Seattle Sounders match on July 22.

Previous Dream Starter winners include: Good Grief, 29Eleven the Salon, SocialNote, CDL Changing Lanes Driving School and At Ease Rentals Corporation.

About Austin FC

Austin FC joined Major League Soccer (MLS) as the League’s 27th club in January 2019. Austin FC officially began competing in MLS in April 2021, and in the 2025 season qualified for the MLS Cup Playoffs while also reaching and hosting the final of the U.S. Open Cup. Austin FC plays its home matches at Q2 Stadium, a 100% privately financed, state-of-the-art stadium which earned certification as a zero-waste venue in 2024. Austin FC sold out all 88 MLS home matches it played at Q2 Stadium during its first five seasons in the league, including three home MLS Cup Playoff matches.

Austin FC also operates Austin FC II, a professional-level development team competing in MLS NEXT Pro which won the league title during its inaugural season in 2023. In addition, Austin FC operates the Austin FC Academy which is the fully funded developmental academy representing the highest level of competition for elite youth soccer players in Central Texas, while serving as the exclusive developmental pathway to MLS for the region’s most talented young players. Combined, Austin FC II and Austin FC Academy teams complete the pro player pathway between elite youth soccer (MLS NEXT) all the way to MLS, and allow for players to develop, improve, and move up to Austin FC or Austin FC II.

About Q2 Holdings, Inc.

Q2 is a leading provider of digital transformation solutions for financial services, serving banks, credit unions, alternative finance companies, and fintechs in the U.S. and internationally. Q2 enables its financial institution and fintech customers to provide comprehensive, data-driven digital engagement solutions for consumers, small businesses and corporate clients. Headquartered in Austin, Texas, Q2 has offices worldwide and is publicly traded on the NYSE and NYSE Texas under the stock symbol QTWO. To learn more, please visit Q2.com. Follow us on LinkedIn and X to stay up to date.

More News From Q2 Holdings, Inc.

Back to Newsroom

On May 29, 2026, Q2 Holdings Inc QTWO shares rose by 4.9%, bringing the current price to $47.35. This performance reflects a 52-week trading range of $44.46 to $96.68, with the stock still showing significant volatility over the past year.

GF Value™ verdict: Current price of $47.35 is 32.8% below GF Value™ estimate of $70.51.GF Score™ of 68/100 indicates an above-average rating, suggesting potential for higher long-term returns.Notable signal: Insider activity has seen insiders sell $22.3 million in the last three months without any buying activity. Is QTWO Overvalued or Undervalued? Currently, Q2 Holdings Inc QTWO is trading at $47.35, which is significantly below its GF Value™ estimate of $70.51, indicating that the stock is 32.8% undervalued. This presents a margin of safety for potential investors, as the shares are trading well below their intrinsic value. The GF Valuation label categorizes QTWO as significantly undervalued, which suggests an opportunity for investors looking for stocks with growth potential at lower entry points.

However, caution is warranted. The stock has experienced a decline of 34.4% year-to-date and 45.4% over the past year, which raises questions about its growth prospects and overall market perception. While the undervaluation presents a potential opportunity, investors should consider the underlying reasons for the stock's price decline before making any decisions.

GF Value™ is GuruFocus' proprietary measure of intrinsic value, calculated from historical trading multiples, past business growth, and future performance estimates.

How Does QTWO's Valuation Compare to Its History? Metric Current Historical P/E (TTM) 42.3x 129.2x (5-Year Median) Forward P/E 18.5x N/A Q2 Holdings Inc QTWO currently has a P/E (TTM) of 42.3x, which is significantly below its 5-year median P/E of 129.2x, highlighting that the stock is trading at a much lower valuation compared to its historical levels. The forward P/E of 18.5x further indicates that analysts expect earnings growth, aligning with the GF Value™ estimate of undervaluation. This P/E analysis supports the conclusion that QTWO is undervalued, as the current trading multiples suggest that the company is priced attractively compared to its historical metrics.

What Does QTWO's GF Score™ Tell Us? Metric Rating GF Score™ 68/100 Financial Strength 7/10 Profitability 3/10 Growth 7/10 Valuation 4/10 Momentum 4/10 The GF Score™ of 68/100 indicates that Q2 Holdings Inc QTWO is positioned above average compared to other stocks, suggesting a potential for higher long-term returns. The strongest area is Financial Strength, rated at 7/10, indicating a solid balance sheet and stability in financial metrics. Conversely, the weakest area is Profitability, rated at only 3/10, which suggests challenges in generating profit margins compared to peers. The growth rank of 7/10 reflects a positive outlook for future revenue increases, aligning with the undervaluation identified in GF Value™.

What Are Insiders Doing with QTWO Stock? In recent months, insider activity at Q2 Holdings Inc QTWO has shown a selling trend, with insiders selling $22.3 million worth of shares without a corresponding buying activity. This pattern raises some concerns regarding potential insider sentiment about the company's future performance. The absence of insider buying could suggest a lack of confidence among those closest to the company, making it crucial for potential investors to weigh this information against the company’s current valuation and growth prospects.

What This Means for Investors Based on the GF Value™ assessment, Q2 Holdings Inc QTWO is currently undervalued at a price of $47.35 compared to its estimated fair value of $70.51. While this presents a potential opportunity for investors seeking undervalued stocks, it is essential to consider the broader market context, recent performance trends, and insider activity before making any investment decisions.

For the complete analysis, visit the Q2 Holdings Inc QTWO stock page. You can also explore the GF Value™ page for detailed valuation methodology, or use the GuruFocus Stock Screener to find similar opportunities.

Frequently Asked Questions What is QTWO's GF Score™?

QTWO's GF Score™ is 68/100, indicating an above-average rating that suggests potential for higher long-term returns based on key financial metrics.

Is QTWO overvalued or undervalued?

QTWO is currently undervalued, trading at $47.35, which is 32.8% below its GF Value™ estimate of $70.51.

What is QTWO's P/E ratio?

QTWO's P/E (TTM) ratio is 42.3x, which is significantly below its 5-year median P/E of 129.2x, supporting the view that the stock is undervalued based on historical valuation metrics.

This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].

Prestigious Award Recognizes Digital Innovation, Customer Service, Community Engagement

, /PRNewswire/ -- nbkc bank today announced it has been named 2026 Bank of the Year in the annual Excellence Awards from Q2 Holdings, Inc. (NYSE: QTWO), a leading provider of digital transformation solutions for financial services.

Q2, a leading provider of digital transformation solutions for financial services. The Q2 Excellence Awards are an annual program recognizing banks and credit unions driving significant business outcomes, delivering exceptional digital experiences and strengthening the communities they serve. The recipients were honored at CONNECT 26, Q2's conference held in Austin, Texas. nbkc bank was selected Bank of the Year from more than 60 nominated financial institutions. Q2 noted nbkc bank's ongoing digital innovation, exceptional customer service and engagement with the communities where it operates.

"This recognition reflects our team's commitment to delivering a better banking experience—one that is simple, transparent, and centered on our customers," said Melissa Eggleston, chief deposit and operations officer for nbkc bank. "It validates our product offering as we continue to innovate and grow in ways to help customers make smarter, more confident financial choices and setting a high standard for what banking can be."

"We are proud to recognize nbkc bank as the 2026 Q2 Excellence Award Bank of the Year," said Q2 Chief Business Officer Kirk Coleman. "nbkc bank exemplifies what it means to put customers first while leveraging innovative digital solutions to drive real impact in the communities they serve. This award is a reflection of their commitment to excellence and their leadership in shaping the future of financial services."

nbkc bank has four branches in the greater Kansas City region and a national online presence. Since its founding in 1999, it has focused on digital adoption supported by high-touch service. Deploying this approach, it aims to create exceptional customer experiences across its retail, commercial, mortgage and Banking as a Service businesses.

About nbkc bank
Having celebrated 25 years in 2024, nbkc bank is a Kansas City-based community bank with a nationwide online presence. Known for pairing intuitive technology with personal support, nbkc delivers digital solutions for mortgage, consumer, and business banking, plus Banking-as-a-Service (BaaS) for companies nationwide. The bank also founded Fountain City Fintech®, an accelerator for growing fintech startups. nbkc remains committed to leading the industry toward simpler, more transparent banking. Member FDIC. Equal Housing Lender.

About Q2 Holdings, Inc.
Q2 is a leading provider of digital transformation solutions for financial services, serving banks, credit unions, alternative finance companies, and fintechs in the U.S. and internationally. Q2 enables its financial institution and fintech customers to provide comprehensive, data-driven digital engagement solutions for consumers, small businesses and corporate clients. Headquartered in Austin, Texas, Q2 has offices worldwide and is publicly traded on the NYSE and NYSE Texas under the stock symbol QTWO. To learn more, please visit Q2.com. Follow us on LinkedIn and X to stay up to date.

Media Inquiries:
[email protected]

SOURCE nbkc bank

Central Texas Credit Union Honored for Digital Banking Innovation

, /PRNewswire/ -- A+ Federal Credit Union (A+FCU) today announced it has been named a recipient of the 2026 Q2 Excellence Award for Fintech Collaboration by Q2 Holdings, Inc. (NYSE: QTWO), a leading provider of digital transformation solutions for financial services.

The Q2 Excellence Awards are an annual program recognizing banks and credit unions driving significant business outcomes, delivering exceptional digital experiences, and strengthening the communities they serve. This year's recipients were honored at CONNECT 26, Q2's annual conference held in Austin, Texas. A+FCU was selected from over 60 nominated financial institutions across the country for leveraging strategic fintech collaborations to enhance their members' online banking experiences, resulting in an increase of digital account opening by 202%, expanding digital funding by 3,450%, and reaching 74.8% digital adoption for its award-winning A+ Online Banking and A+ Mobile App.

"We've been intentionally evolving the A+FCU digital experience to better meet our members' needs, so this recognition is especially meaningful to our team," said A+FCU Chief Digital Strategy Officer Brandon McGee. "By leveraging strategic fintech partnerships, we're delivering seamless, intuitive online banking experiences that make managing finances easier and more accessible. It reflects our continued focus on building practical, scalable solutions that create real value for our A+ members."

"We are proud to recognize A+ Federal Credit Union as a 2026 Q2 Excellence Award recipient," said Q2 Chief Business Officer Kirk Coleman. "A+FCU exemplifies what it means to put members first while leveraging innovative digital solutions to drive real impact in the communities they serve. This award is a reflection of their commitment to excellence and their leadership in shaping the future of financial services."

A+FCU members can download the A+ Mobile App from the App Store or Google Play to experience award-winning digital banking firsthand.

About A+ Federal Credit Union
A+ Federal Credit Union was founded in 1949 by 50 Austin, Texas teachers. Over seventy-seven years later, A+FCU is an award-winning institution with more than 194,000 members throughout the community, $2.58 billion in assets, over 520 employees, and 22 branches. A+FCU supports members with a full range of financial products including home, auto, and business loans, checking and savings accounts, as well as digital banking solutions for banking on the go. Learn more at aplusfcu.org.

About Q2 Holdings, Inc.
Q2 is a leading provider of digital transformation solutions for financial services, serving banks, credit unions, alternative finance companies, and fintechs in the U.S. and internationally. Q2 enables its financial institution and fintech customers to provide comprehensive, data-driven digital engagement solutions for consumers, small businesses and corporate clients. Headquartered in Austin, Texas, Q2 has offices worldwide and is publicly traded on the NYSE and NYSE Texas under the stock symbol QTWO. To learn more, please visit Q2.com. Follow us on LinkedIn and X to stay up to date.

SOURCE A+ Federal Credit Union

BALTIMORE, March 13, 2026 (GLOBE NEWSWIRE) -- Today, the Court granted preliminary approval of a $65 million settlement in a certified antitrust class action alleging that Actelion Pharmaceuticals, now part of Johnson & Johnson, engaged in a scheme to prevent generic drug manufacturers from developing a less expensive generic version of its pulmonary arterial hypertension drug, Tracleer. The settlement was reached less than two weeks before a 25-day jury trial was set to begin on March 2, 2026.

The lawsuit, brought by Government Employees Health Association (GEHA), a not-for-profit provider of health benefits serving federal employees nationwide, claimed that Actelion blocked generic manufacturers from obtaining samples of Tracleer, knowing that the samples were a prerequisite to filing an application to market a generic version of the drug. GEHA alleged that Actelion not only refused to sell samples of Tracleer to generic manufacturers but also contractually blocked its prospective competitors from obtaining Tracleer samples from the only pharmacies that sold the product. As a result, GEHA alleged, Actelion effectively blocked every path generic manufacturers had to obtain samples of Tracleer. The alleged scheme was so successful that no generic product came to market for almost four years after the Tracleer patent expired, during which time Government Employees Health Association and other Third-Party Payors overpaid for the drug by over $100 million.

“On behalf of our client and the certified Class of unions, employers and other entities that pay for prescription benefits on behalf of millions of patients, we are very pleased with this settlement, which represents a substantial recovery — nearly fifty percent of our conservative single damages estimate. If the settlement receives final approval, it will deliver meaningful relief to the Class who purchased Tracleer and generic Tracleer, bringing well-deserved resolution after more than seven years of hard-fought litigation,” said Sharon Robertson, a partner at Cohen Milstein, Co-Lead Counsel for the Class and trial counsel for the plaintiffs.

Tracleer is the brand name for bosentan, a dual endothelin receptor antagonist used to treat pulmonary artery hypertension (PAH). While PAH is a relatively rare disorder, it is chronic and potentially fatal. Symptoms of PAH include elevated blood pressure in the arteries of the lungs, which causes the heart to work harder than normal. It affects between 10,000 and 20,000 people in the U.S. — most of them women. At the time of the alleged scheme, Actelion was charging $75,000 per patient, per year for Tracleer.

Originally filed in 2018, the U.S. District Court of Maryland dismissed Government Employees Health Association v. Actelion Pharmaceuticals LTD the following year, ruling that the claims were barred by the applicable four-year statutes of limitations and that plaintiff lacked standing to pursue claims in the states in which it had not made purchases. However, the United States Court of Appeals for the Fourth Circuit revived and remanded the case in 2021. The Fourth Circuit found that GEHA and other end-payor plaintiffs’ claims were not time-barred. The appellate court also held that the question of whether named plaintiffs could represent absent class members in states where they themselves had not made purchases was not a basis for dismissal. On September 6, 2024, the district court granted GEHA’s motion for class certification and denied Actelion’s motion for summary judgment, paving the way for the case to proceed to trial.

GEHA and the certified Third-Party Payor Class are represented by Sharon K. Robertson of Cohen Milstein and Thomas M. Sobol of Hagens Berman Sobol Shapiro LLC, as Co-Lead Counsel for the Class.

About Cohen Milstein Sellers & Toll PLLC
Cohen Milstein Sellers & Toll PLLC, a premier U.S. plaintiffs’ law firm, with over 100 attorneys across eight offices, champions the causes of real people – workers, consumers, small business owners, investors, and whistleblowers – working to deliver corporate reforms and fair markets for the common good. For more information visit https://www.cohenmilstein.com

Contact: [email protected]

Eve Holding, Inc. (EVEX) Q4 2025 Earnings Call Transcript

, /PRNewswire/ -- Eve Air Mobility ("Eve") (NYSE: EVEX, EVEXW; B3: EVEB31), a leader in advanced air mobility solutions, successfully conducted a flight of its full-scale engineering prototype at Embraer's test facility in Gavião Peixoto, Brazil, for Brazilian government authorities, including Brazil's President Luiz Inácio Lula da Silva. The milestone marks further progress in Eve's flight test campaign toward the future certification pathway of its electric Vertical Take-Off and Landing (eVTOL) aircraft.

The event was also attended by the Minister of Science, Technology and Innovation, Luciana Santos; the Minister of Ports and Airports, Silvio Costa Filho; the National Civil Aviation Agency of Brazil (ANAC) President, Tiago Chagas Faierstein; Brazil's National Development Bank (BNDES) President, Aloizio Mercadante; and members of the media covering the sector.

Eve continues advancing its flight test campaign, with its engineering prototype having completed 35 flights and accumulated nearly 1.5 hours of total flight time since its first flight in December 2025. The aircraft has reached an altitude of 140 feet above ground level (AGL), equivalent to 43 meters, establishing new program milestones and demonstrating consistent flight behavior under the tested conditions, including maneuvers with simultaneous inputs across three axes.

Preliminary results indicate efficiency gains, with propulsion and battery performance above initial expectations, while noise levels remain within projections, significantly lower than those of conventional helicopters.

Flights conducted to date have focused on low-speed operations (up to 15 knots, approximately 28 km/h), enabling validation of control laws, rotor aerodynamic efficiency, thermal behavior and the propulsion model. Eve continues to advance its campaign, expanding the flight envelope and testing at higher speeds.

"We are advancing with discipline and consistency in our flight test campaign, reducing risk and building the foundation for future certification flights. The results achieved in these first months following our initial flight in December 2025 reinforce our confidence in the aircraft's architecture and our ability to deliver a safe, efficient and scalable solution for the urban air mobility market," said Johann Bordais, CEO of Eve.

In addition to flight tests, Eve has completed ground testing and related activities, including sensor calibration for measuring aerodynamic loads during flight. These efforts support the expansion of the aircraft's flight envelope, enabling flights of up to 30 knots (approximately 56 km/h) in the coming days.

"Embraer has over five decades of proven expertise in aircraft development and certification. Applying this knowledge to Eve's program reinforces our commitment to innovation and the future of sustainable aviation. We see significant potential in the global urban air mobility market and believe Eve is well positioned to be a leader in this industry," says Francisco Gomes Neto, President and CEO of Embraer.

Certification of the aircraft remains subject to the successful completion of technical milestones and approval by the relevant regulatory authorities.

In parallel with technical progress, Eve continues to support the development of the regulatory and institutional framework for urban air mobility. Last week, the company participated in the launch of a public consultation process that will inform Brazil's National Urban Air Mobility Policy, led by the Ministry of Ports and Airports.

Eve is also supported by BNDES, which has provided more than BRL 1.4 billion in financing since 2022, and by Finep (the Brazilian Funding Authority for Studies and Projects), which has approved up to BRL 90 million in grants to accelerate Eve's digital innovation and sustainable aviation initiatives.

The company continues to advance its portfolio of advanced air mobility solutions, including Eve Vector, its urban air traffic management software, and Eve TechCare, its aftermarket services and operational support platform, while actively engaging with regulators and public-private initiatives to foster the ecosystem required for entry into service and long-term market scalability.

Images: https://eve.imagerelay.com/fl/0195d4d29250478a959ac9b313c4f045

About Eve Air Mobility

Eve Air Mobility is dedicated to accelerating the Urban Air Mobility (UAM) ecosystem. Benefitting from a start-up mindset, backed by Embraer's 56-year history of aerospace expertise, and with a singular focus, Eve is taking a holistic approach to progressing the UAM ecosystem, with an advanced eVTOL project, comprehensive global services and support network and a unique air traffic management solution. Eve is listed on the New York Stock Exchange (EVEX; EVEXW) and the São Paulo Stock Exchange (EVEB31), where its shares of common stock, public warrants and Brazilian Depository Receipts are traded. For more information, please visit www.eveairmobility.com.

Forward-Looking Statement Disclosure 

Certain statements contained in this release are forward-looking statements within the meaning of the U.S. Private Securities Litigation Reform Act of 1995. These forward-looking statements may be identified by words such as "may," "will," "expect," "intend," "anticipate," "believe," "estimate," "plan," "project," "could," "should," "would," "continue," "seek," "target," "guidance," "outlook," "if current trends continue," "optimistic," "forecast" and other similar words or expressions. All statements, other than statements of historical facts, are forward-looking statements, including, but not limited to, statements about the company's plans, objectives, expectations, outlooks, projections, intentions, estimates, and other statements of future events or conditions, including with respect to all companies or entities named within. These forward-looking statements are based on the company's current objectives, beliefs and expectations, and they are subject to significant risks and uncertainties that may cause actual results and financial position and timing of certain events to differ materially from the information in the forward-looking statements. These risks and uncertainties include, but are not limited to, those set forth herein as well as in Part I, Item 1A. Risk Factors and Part II, Item 7. Management's Discussion and Analysis of Financial Condition and Results of Operations of the company's most recent Annual Report on Form 10-K, Part I, Item 2. Management's Discussion and Analysis of Financial Condition and Results of Operations and Part II, Item 1A. Risk Factors of the company's most recent Quarterly Report on Form 10-Q, and other risks and uncertainties listed from time to time in the company's other filings with the Securities and Exchange Commission. Additionally, there may be other factors of which the company is not currently aware that may affect matters discussed in the forward-looking statements and may also cause actual results to differ materially from those discussed. The company does not assume any obligation to publicly update or supplement any forward-looking statement to reflect actual results, changes in assumptions or changes in other factors affecting these forward-looking statements. other than as required by law. Any forward-looking statements speak only as of the date hereof or as of the dates indicated in the statement.

SOURCE Eve Air Mobility

High-Fidelity Flight Data and Knowledge Gains Continue to Mature the Program

, /PRNewswire/ -- Eve Air Mobility ("Eve") (NYSE: EVEX, EVEXW; B3: EVEB31), a global leader in advanced air mobility solutions, has reached its 50th successful test flight with its full-scale engineering prototype, accumulating over two hours of flight time. Since the aircraft's first flight on Dec. 19, 2025, these flights have generated high‑fidelity data and knowledge gains that are strengthening Eve's understanding of performance and systems behavior as the company advances toward the future certification pathway of its eVTOL.

"Reaching 50 successful test flights with our engineering prototype is more than a technical milestone. It is clear evidence of the maturity of our program and the strength of the solutions we are building," said Johann Bordais, chief executive officer at Eve. "Eve is uniquely positioned to deliver not only a high‑performance eVTOL aircraft but also aftermarket services, operational and airspace solutions that customers and cities will require to deploy urban air mobility at scale."

The fast pace of testing continues to validate the performance and operational capability of Eve's eVTOL. This achievement spotlights the company's product development process, based on the proven Embraer methodology. This consists of an integrated approach that combines aircraft development with solutions to help operators, cities, vertiports and air navigation providers prepare for the introduction of urban aviation.

The results and knowledge gained from flights with the full-scale engineering prototype are central to the development of Eve's conforming prototypes and the commercial aircraft. The company expects to begin producing its conforming prototypes this year, progressing toward a total of six that will be used in the certification flight test campaign with Brazil's civil aviation authority, ANAC.

With 50 test flights completed, Eve is now expanding flight envelope evaluations, gradually increasing forward speed, evaluating energy management, controllability and stability, noise and vibration, among others, leading to full transition flights later this year.

Images: https://eve.imagerelay.com/fl/dd63ffc6faa842c19ca7591b49317aae

About Eve Air Mobility

Eve Air Mobility is dedicated to accelerating the Urban Air Mobility (UAM) ecosystem. Benefitting from a start-up mindset, backed by Embraer's 56-year history of aerospace expertise, and with a singular focus, Eve is taking a holistic approach to progressing the UAM ecosystem, with an advanced eVTOL project, comprehensive global services and support network and a unique air traffic management solution. Eve is listed on the New York Stock Exchange (EVEX; EVEXW) and the São Paulo Stock Exchange (EVEB31), where its shares of common stock, public warrants and Brazilian Depository Receipts are traded. For more information, please visit www.eveairmobility.com.

Forward-Looking Statement Disclosure 

Certain statements contained in this release are forward-looking statements within the meaning of the U.S. Private Securities Litigation Reform Act of 1995. These forward-looking statements may be identified by words such as "may," "will," "expect," "intend," "anticipate," "believe," "estimate," "plan," "project," "could," "should," "would," "continue," "seek," "target," "guidance," "outlook," "if current trends continue," "optimistic," "forecast" and other similar words or expressions. All statements, other than statements of historical facts, are forward-looking statements, including, but not limited to, statements about the company's plans, objectives, expectations, outlooks, projections, intentions, estimates, and other statements of future events or conditions, including with respect to all companies or entities named within. These forward-looking statements are based on the company's current objectives, beliefs and expectations, and they are subject to significant risks and uncertainties that may cause actual results and financial position and timing of certain events to differ materially from the information in the forward-looking statements. These risks and uncertainties include, but are not limited to, those set forth herein as well as in Part I, Item 1A. Risk Factors and Part II, Item 7. Management's Discussion and Analysis of Financial Condition and Results of Operations of the company's most recent Annual Report on Form 10-K, Part I, Item 2. Management's Discussion and Analysis of Financial Condition and Results of Operations and Part II, Item 1A. Risk Factors of the company's most recent Quarterly Report on Form 10-Q, and other risks and uncertainties listed from time to time in the company's other filings with the Securities and Exchange Commission. Additionally, there may be other factors of which the company is not currently aware that may affect matters discussed in the forward-looking statements and may also cause actual results to differ materially from those discussed. The company does not assume any obligation to publicly update or supplement any forward-looking statement to reflect actual results, changes in assumptions or changes in other factors affecting these forward-looking statements. other than as required by law. Any forward-looking statements speak only as of the date hereof or as of the dates indicated in the statement.

SOURCE Eve Air Mobility

TOLEDO, Ohio, April 21, 2026 (GLOBE NEWSWIRE) -- CBS Sunday Morning reported on the deaths of five members of an Ohio family in a multi-vehicle truck crash on Christmas Eve in 2022. The Law Firm for Truck Safety, which represents the Boehne family and conducted an independent investigation of the crash, has filed suit against C.H. Robinson. The driver, who was hauling freight for C.H. Robinson and operating the semitrailer illegally, fled the country after the fatal crash.

CBS Sunday Morning reported the story as part of a continuing national investigation into “chameleon carriers”—trucking companies that evade federal safety enforcement by rebranding under new identities after incurring multiple safety violations.

The segment featured Michael Leizerman, a founding partner of The Law Firm for Truck Safety, which represented the family in the lawsuit against C.H. Robinson. The CBS segment follows a recent 60 Minutes investigation titled “Trucking Fleet Shed Old Identities in Scheme to Evade Federal Enforcement,” which exposed regulatory gaps allowing unsafe carrier owners to continue operating despite safety violations. Leizerman, a leading advocate for trucking safety reform, has spent decades representing victims of catastrophic truck crashes and working to strengthen federal oversight of the trucking industry.

"Five members of one family were killed on Christmas Eve because a truck and driver that never should have been on the road was paid to do so by C.H. Robinson. This isn't a paperwork problem — it's a life-and-death problem. Chameleon carriers exist because the system lets them exist, and families are paying the price," said Leizerman.

The national spotlight on chameleon carriers comes at a pivotal moment for trucking safety policy and litigation.

Earlier this year, federal legislation aimed at strengthening oversight of unsafe trucking operations and preventing carriers from evading enforcement was highlighted during the President’s State of the Union address, signaling growing bipartisan attention to repeat safety violators in the trucking industry.

At the same time, a pending U.S. Supreme Court case against C.H. Robinson, Montgomery v. Caribe Transport II, LLC et al., is expected to shape the future of broker liability and the responsibility of C.H. Robinson, the largest freight broker in North America and the dispatcher of the semitrailer which caused the crash that killed the Boehne family in 2022. Rena Leizerman and Michael Leizerman played a leading role in that case.

"The chameleon carrier problem is not a loophole. It is a business model. Unsafe operators shut down under one name and reopen under another. Most brokers do their homework. But some, like CH Robinson, choose the cheapest carrier even when they know it is a chameleon carrier, and when that choice kills someone, they walk into court and claim no responsibility. Until that cycle is broken, crashes like the one that killed the Boehne family will keep happening." said Rena Leizerman.

The issues highlighted in both CBS news segments reflect a broader pattern of safety and regulatory challenges that attorneys at The Law Firm for Truck Safety have been addressing for years. In addition to representing victims of catastrophic truck crashes, members of the firm have informed federal discussions on trucking safety, including providing Congressional testimony on underride crash prevention and other critical safety lapses.

The CBS Sunday Morning feature underscores the urgency of addressing these gaps and the real-world consequences faced by families affected by preventable truck crashes. Leizerman and The Law Firm for Truck Safety are at the forefront of litigation and advocacy efforts aimed at improving safety standards, holding negligent parties accountable, and advancing meaningful reform in the trucking industry.

Reporters investigating chameleon carriers, broker accountability, or the Boehne family’s story are encouraged to contact the firm. Michael Leizerman and Rena Leizerman and other lawyers at the firm are available for interviews on the Boehne litigation, the pending Montgomery v. C.H. Robinson decision before the U.S. Supreme Court, and the broader pattern of unsafe carriers operating under repeated identity changes. The firm can also connect newsrooms with other families affected by preventable truck crashes.

About The Law Firm for Truck Safety

The Law Firm for Truck Safety is a national practice dedicated exclusively to representing victims of truck crashes and their families. Many of its attorneys are Board-Certified in Truck Accident Law by the National Board of Trial Advocacy. Michael and Rena Leizerman authored Litigating Truck Accident Cases, a leading treatise on complex truck crash litigation. The firm has secured record verdicts and settlements nationwide and is dedicated to obtaining justice for victims of catastrophic truck crashes and to advancing safer practices and stronger accountability throughout the trucking industry.

Joby Aviation (JOBY 2.62%) is the front-runner among Western companies to launch commercial electric vertical takeoff and landing (eVTOL) operations in Dubai this year, in partnership with its investor, Uber Technologies. Its rival, Archer Aviation (ACHR 3.87%), also plans to launch in Abu Dhabi in 2026.

Although both events are at risk amid conflict in the region, they still symbolize the beginning of a new era of eVTOL travel. Here's what you need to know about investing in the sector.

The eVTOL market is highly competitive While Joby and Archer capture most of the attention due to their progress toward Federal Aviation Administration (FAA) certification and upcoming commercial launches, there are plenty of ways to invest in the sector. For example, the U.K.'s Vertical Aerospace (EVTL 3.17%) is seeking certification from the U.K.'s Civil Aviation Authority and European Union Aviation Safety Agency (EASA) in 2028, with FAA certification to follow.

Image source: Joby Aviation.

China's eHang (EH 3.37%) has recently launched commercial services in China. Beta Technologies (BETA 3.53%) is developing an electric conventional takeoff and landing (eCTOL) system that will use standard runways and then an eVTOL, both for commercial use, including for cargo customers like UPS.

Interestingly, Beta is selling propulsion systems to Brazil's Embraer-backed Eve (EVEX +0.55%). Meanwhile, Embraer isn't the only major aircraft manufacturer active in the eVTOL niche, as Boeing is investing heavily in its subsidiary, Wisk, an eVTOL company focused on autonomous eVTOL.

Business models differ dramatically This is where it gets a bit complicated, and also fascinating, because each company appears to have its own business model. Joby is probably the most ambitious because it's pursuing a vertically integrated transportation-as-a-service (TaaS) model. Not only is it developing its own technology, with manufacturing help from key investor Toyota, but it's also creating its own transportation services company through its partnership with Uber.

As such, it's hugely impressive that Joby is leading the certification race and is ahead of rivals like Archer and Vertical, which are primarily original equipment manufacturers (OEMs) relying on established aerospace companies (Honeywell, etc.) for component supplies, such as propulsion systems. In theory, Archer and Vertical should be ahead due to these relationships, but Joby's go-it-alone strategy appears to be working.

Image source: Getty Images.

That said, it may face intense competition from Boeing's Wisk in a few years. Rather surprisingly, as Boeing is an OEM, it's also developing Wisk as a TaaS company. Still, there's a difference: Wisk aims to cut the cost of the pilot out of its services by developing only autonomous eVTOLs.

Beta is focused on being an OEM company and has customers such as UPS, United Therapeutics, and Air New Zealand. However, it also plans to generate long-term revenue from aftermarket services on its eCTOL and eVTOL and, notably, its electric charging infrastructure, which is based on CCS-1 protocol (making it highly compatible) and is also for use for "all electric aircraft operators," according to its Securities and Exchange Commission filings.

Finally, Embraer's Eve is a fascinating eVTOL company, as its model involves serving as an OEM and leveraging key partners' technologies (for example, Beta, Thales, and BAE Systems), as well as developing an Urban Air Traffic Management system, Vector, which could become the industry standard. In addition, it aims to leverage Embraer's global operations to offer aftermarket maintenance, repair, and overhaul (MRO) services to customers.

Which eVTOL stocks to buy? Clearly, this is a nascent, highly competitive industry, and as you can see, eVTOL stocks have sharply sold off this year. The long-term potential, however, is obvious. Joby probably offers the most upside potential due to its TaaS model and first-mover advantage, but it may need funding to support its growth plans.

BETA data by YCharts

Beta probably did its initial public offering at the perfect time (November 2025), and the Wall Street average estimate suggests it will end 2026 with $971 million in net cash and no need to raise capital until it starts generating cash in 2030. Moreover, the combination of reliance on the cargo/logistics market and the opportunity to earn early revenue via the Eve deal and OEM sales makes it an attractive stock for eVTOL investors.

Eve Holding, Inc. (EVEX) Q1 2026 Earnings Call Transcript

First Advantage Corporation (FA) Presents at BofA Securities 2026 Information & Business Services Conference Transcript

Posted by Defense World Staff on Mar 30th, 2026

SG Americas Securities LLC increased its position in First Advantage Co. (NYSE:FA – Free Report) by 8,338.6% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 777,275 shares of the company’s stock after buying an additional 768,064 shares during the quarter. SG Americas Securities LLC owned about 0.45% of First Advantage worth $11,294,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in FA. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its position in First Advantage by 4.3% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 35,567 shares of the company’s stock valued at $501,000 after acquiring an additional 1,471 shares during the period. Ameritas Investment Partners Inc. raised its holdings in shares of First Advantage by 29.1% in the 2nd quarter. Ameritas Investment Partners Inc. now owns 8,088 shares of the company’s stock worth $134,000 after purchasing an additional 1,821 shares during the period. Swiss National Bank lifted its stake in shares of First Advantage by 1.6% in the 3rd quarter. Swiss National Bank now owns 151,544 shares of the company’s stock valued at $2,332,000 after purchasing an additional 2,400 shares in the last quarter. The Manufacturers Life Insurance Company lifted its stake in shares of First Advantage by 5.9% in the 2nd quarter. The Manufacturers Life Insurance Company now owns 44,279 shares of the company’s stock valued at $735,000 after purchasing an additional 2,463 shares in the last quarter. Finally, Handelsbanken Fonder AB grew its holdings in shares of First Advantage by 27.0% during the 2nd quarter. Handelsbanken Fonder AB now owns 15,500 shares of the company’s stock worth $257,000 after purchasing an additional 3,300 shares during the period. Institutional investors and hedge funds own 94.91% of the company’s stock.

First Advantage Price Performance Shares of NYSE FA opened at $11.15 on Monday. The company has a debt-to-equity ratio of 0.61, a current ratio of 3.85 and a quick ratio of 3.85. First Advantage Co. has a 1-year low of $8.82 and a 1-year high of $19.01. The company has a market capitalization of $1.94 billion, a price-to-earnings ratio of 371.67 and a beta of 1.19. The business has a 50-day moving average of $11.63 and a 200-day moving average of $13.44.

First Advantage (NYSE:FA – Get Free Report) last announced its earnings results on Thursday, February 26th. The company reported $0.30 EPS for the quarter, beating the consensus estimate of $0.26 by $0.04. First Advantage had a return on equity of 13.16% and a net margin of 0.65%.The company’s revenue for the quarter was up 36.8% on a year-over-year basis. During the same quarter in the prior year, the company posted $0.18 EPS. First Advantage has set its FY 2026 guidance at 1.150-1.250 EPS. On average, equities analysts anticipate that First Advantage Co. will post 0.74 EPS for the current fiscal year.

Analyst Upgrades and Downgrades A number of analysts recently issued reports on FA shares. Barclays raised shares of First Advantage from an “equal weight” rating to an “overweight” rating and increased their target price for the stock from $14.00 to $15.00 in a research report on Friday, March 6th. Citigroup decreased their price objective on shares of First Advantage from $16.00 to $15.00 and set a “neutral” rating for the company in a research note on Friday, March 6th. Finally, Zacks Research lowered shares of First Advantage from a “strong-buy” rating to a “hold” rating in a research report on Monday, January 5th. Two analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus price target of $16.75.

View Our Latest Report on FA

First Advantage Company Profile (Free Report)

First Advantage is a global provider of background screening, identity verification and workforce risk management solutions. The company delivers a comprehensive suite of services that help employers verify candidate credentials, manage regulatory compliance and mitigate risk throughout the employee lifecycle. Its platform is built to integrate with leading human capital management and applicant tracking systems, enabling a seamless and scalable experience for organizations of all sizes.

The company’s core offerings include pre-employment and continuous background screening, digital identity verification, drug and health testing, and ongoing employee monitoring.

See Also Five stocks we like better than First Advantage Want to see what other hedge funds are holding FA? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for First Advantage Co. (NYSE:FA – Free Report).

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First Advantage is upgraded to Buy as execution drives growth despite a weak hiring environment. FA's Sterling integration is complete, with retention improving to 97% and cost synergies reaching a $55M run rate. Enterprise wins and cross-sell momentum signal increasing customer trust and larger, more bundled deals.