QTWO Q2 Holdings, Inc. Common Stock
NYSE · Technology · Ver en SEC EDGAR ↗ cerrar Oct 5, 2026 10-K/10-Q Jul 29, 2026
$58,21
· % del rango de 52 semanas
· por encima del mínimo
· a alto
$40,79mínimo 52 semanas
$76,24máximo 52 semanas
Capitalización Bursátil (MRQ)
$3.63B
P/E (TTM)
41.3
BPA (TTM)
$1.41
Ingresos (TTM)
$846M
tus insignias
Rango 52S
$41–$76
Calificación del Analista
BUY
Precio Objetivo
$76
P/E
41.3
ROE
15.0%
Margen de Beneficio Neto
10.9%
Tu barra de insignias está vacía — fija una métrica en cualquier lugar de esta página.
QTWO Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$58.21
Capitalización Bursátil (MRQ)
$3.63B
P/E (TTM)
41.3
BPA (TTM)
$1.41
Ingresos (TTM)
$846M
ROE (TTM)
15.0%
Rango 52S
$41–$76
QTWO Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
rango
barras
La granularidad de las barras se adapta al período seleccionado; pase el ratón sobre el gráfico para ver la apertura/máximo/mínimo/cierre de una barra.
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Ingresos$795M2016-12-31 → 2025-12-31
BPA$0.802019-12-31 → 2025-12-31
Flujo de caja libre$195M2016-12-31 → 2025-12-31
Margen neto10.9%2016-12-31 → 2025-12-31
Valoración y ratios
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
| Métrica | Tendencia a 5 años | QTWO | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| P/E (TTM) | 41.3promedio 5A ≈-31.9 | ≈-31.9 | 35.1 | Valor razonable | |
| P/S (TTM) | 4.3promedio 5A ≈6.1 | ≈6.1 | 4.3 | Infravalorado | |
| P/C (MRQ) | 5.6promedio 5A ≈7.2 | ≈7.2 | 4.7 | Valor razonable | |
| Precio / FCF (TTM) | 17.0promedio 5A ≈115.2 | ≈115.2 | · | · | |
| Precio / Flujo de Caja (TTM) | 16.0promedio 5A ≈58.5 | ≈58.5 | 25.5 | Valor razonable | |
| Precio / Valor Contable Tangible (MRQ) | 6.4 | · | · | · |
La mediana de empresas comparables se calcula sobre una base estandarizada por métrica y puede no coincidir siempre con la base TTM/MRQ que se muestra para esta acción.
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
| Métrica | Tendencia a 5 años | QTWO | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Margen Bruto (TTM) | 57.0%promedio 5A ≈48.8% | ≈48.8% | 79.8% | Débil | |
| Margen Operativo (TTM) | 10.0%promedio 5A ≈-9.8% | ≈-9.8% | 4.6% | De primer nivel | |
| Margen EBITDA (TTM) | 15.9%promedio 5A ≈0.20% | ≈0.20% | 5.7% | De primer nivel | |
| Margen antes de impuestos (TTM) | 11.5%promedio 5A ≈-9.7% | ≈-9.7% | 6.6% | De primer nivel | |
| Margen de Beneficio Neto (TTM) | 10.9%promedio 5A ≈-10.3% | ≈-10.3% | 5.3% | De primer nivel | |
| ROA (TTM) | 7.8%promedio 5A ≈-4.0% | ≈-4.0% | 8.5% | Débil | |
| ROE (TTM) | 15.0%promedio 5A ≈-10.9% | ≈-10.9% | 12.4% | Débil | |
| ROIC | 5.7%promedio 5A ≈-12.9% | ≈-12.9% | 9.2% | Débil |
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
| Métrica | Tendencia a 5 años | QTWO | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Ratio corriente (MRQ) | 0.9promedio 5A ≈2.1 | ≈2.1 | 1.9 | Baja liquidez | |
| Ratio Rápido (MRQ) | 0.7promedio 5A ≈1.9 | ≈1.9 | 1.6 | Baja liquidez |
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
| Métrica | Tendencia a 5 años | QTWO | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Revenue YoY (Ingresos interanuales) | 14.1%promedio 5A ≈14.7% | ≈14.7% | · | · | |
| Revenue CAGR 3Y (Ingresos CAGR 3A) | 12.0%promedio 5A ≈13.2% | ≈13.2% | · | · | |
| Revenue CAGR 5Y (Ingresos CAGR 5A) | 14.6% | · | · | · |
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
| Métrica | Tendencia a 5 años | QTWO | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Asset Turnover (Rotación de Activos) | 0.6promedio 5A ≈0.5 | ≈0.5 | 0.6 | En línea | |
| Receivables Turnover (Rotación de Cuentas por Cobrar) | 16.9promedio 5A ≈14.3 | ≈14.3 | 7.1 | De primer nivel | |
| Revenue / Employee (Ingresos / Empleado) | ≈$311.9K | · | · | · |
valor · ≈ promedio 5A · mediana sectorial · veredicto relativo a la mediana
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
5.4%
| Período | Informe | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|---|
| 30 de junio de 2026 | Jul 28, 2026 | $0.69 | $0.70 | -2.2% |
| 31 de marzo de 2026 | $0.63 | $0.71 | -11.2% | |
| 31 de diciembre de 2025 | $0.68 | $0.61 | 11.1% | |
| 30 de septiembre de 2025 | $0.64 | $0.56 | 14.8% | |
| 30 de junio de 2025 | $0.57 | $0.53 | 7.3% | |
| 31 de marzo de 2025 | $0.54 | $0.48 | 13.0% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $795M | $696M | $625M | $566M | $499M | $403M | $315M | $241M | $194M | $150M | $109M | $79M | |
| Cost of Revenue | $365M | $342M | $322M | $309M | $274M | $228M | $162M | $122M | $99M | $77M | $59M | $46M | |
| Gross Profit | $430M | $354M | $303M | $256M | $225M | $175M | $153M | $119M | $94M | $73M | $50M | $33M | |
| R&D Expense | $154M | $143M | $137M | $130M | $117M | $97M | $76M | $51M | $40M | $32M | $22M | $12M | |
| SG&A Expense | $126M | $123M | $110M | $90M | $78M | $71M | $57M | $45M | $37M | $32M | $23M | $17M | |
| Operating Expenses | $390M | $397M | $389M | $361M | $303M | $274M | $220M | $151M | $121M | $109M | $75M | $52M | |
| Operating Income | $40M | $-42M | $-86M | $-105M | $-78M | $-100M | $-67M | $-32M | $-27M | $-36M | $-25M | $-19M | |
| Other Non-op | $15M | $11M | $24M | $-1M | $-33M | $-36M | $-17M | $-7M | $429.0K | $-209.0K | $-3.0K | $-492.0K | |
| Pretax Income | $55M | $-31M | $-62M | $-106M | $-111M | $-136M | $-83M | $-39M | $-26M | $-36M | $-25M | $-20M | |
| Income Tax | $3M | $8M | $4M | $3M | $2M | $1M | $-12M | $-4M | $-314.0K | $427.0K | $220.0K | $71.0K | |
| Net Income | $52M | $-39M | $-65M | $-109M | $-113M | $-138M | $-71M | $-35M | $-26M | $-36M | $-25M | $-20M | |
| EPS (Basic) | $0.84 | $-0.64 | $-1.12 | $-1.90 | $-2.00 | $-2.65 | $-1.53 | · | · | · | · | · | |
| EPS (Diluted) | $0.80 | $-0.64 | $-1.12 | $-1.90 | $-2.00 | $-2.65 | $-1.53 | · | · | · | · | · | |
| Shares (Basic) | 62,156,000 | 60,105,000 | 58,354,000 | 57,300,000 | 56,394,000 | 52,019,000 | 46,198,000 | · | · | · | · | · | |
| Shares (Diluted) | 65,118,000 | 60,105,000 | 58,354,000 | 57,300,000 | 56,394,000 | 52,019,000 | 46,198,000 | · | · | · | · | · | |
| EBITDA | $93M | $27M | $-14M | $-43M | $-23M | $-48M | $-38M | $-15M | $-12M | $-24M | · | $-15M |
Balance general
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $368M | $359M | $230M | $200M | $323M | $408M | $100M | $108M | $58M | $55M | $67M | $68M | |
| Short-term Investments | $65M | $88M | $94M | $234M | $105M | $131M | $32M | $69M | $42M | $42M | $44M | $21M | |
| Receivables | $52M | $42M | $43M | $47M | $47M | $36M | $22M | $20M | $13M | $12M | $9M | $5M | |
| Prepaid Expense | $28M | $24M | $12M | $11M | $11M | $9M | $6M | $4M | $3M | $3M | $3M | $3M | |
| Current Assets | $556M | $559M | $428M | $531M | $522M | $616M | $186M | $218M | $131M | $126M | $133M | $105M | |
| PP&E (Net) | $28M | $32M | $41M | $57M | $67M | $50M | $39M | $35M | $35M | $27M | $24M | $19M | |
| PP&E (Gross) | $129M | $122M | $118M | $117M | $110M | $84M | $74M | $66M | $58M | $43M | $38M | $26M | |
| Accum. Depreciation | $101M | $91M | $77M | $61M | $44M | $35M | $35M | $32M | $24M | $15M | $14M | $8M | |
| Goodwill | $513M | $513M | $513M | $513M | $513M | $462M | $462M | $108M | $13M | $13M | $13M | $0 | |
| Intangibles | $78M | $95M | $122M | $146M | $162M | $185M | $224M | $63M | $12M | $15M | $17M | $0 | |
| Other Non-current Assets | $3M | $3M | $3M | $2M | $2M | $2M | $2M | $2M | $1M | $526.0K | $551.0K | $1M | |
| Total Assets | $1.28B | $1.29B | $1.20B | $1.35B | $1.39B | $1.42B | $1.01B | $464M | $213M | $201M | $204M | $137M | |
| Accounts Payable | $20M | $9M | $19M | $10M | $11M | $8M | $11M | $9M | $8M | $4M | $3M | $2M | |
| Accrued Liabilities | $25M | $18M | $16M | $21M | $18M | $22M | $16M | $9M | $11M | $9M | $11M | $9M | |
| Current Liabilities | $544M | $399M | $192M | $192M | $168M | $146M | $133M | $74M | $68M | $59M | $46M | $32M | |
| Capital Leases | $34M | $38M | $46M | $53M | $61M | $37M | $36M | $200.0K | · | · | $0 | $167.0K | |
| Other Non-current Liabilities | $10M | $10M | $8M | $6M | $4M | $4M | $3M | $17M | $438.0K | $361.0K | $4M | $1M | |
| Total Liabilities | $614M | $777M | $753M | $931M | $815M | $773M | $630M | $305M | $106M | $101M | $86M | $58M | |
| Total Debt | · | · | · | · | · | · | · | · | · | · | · | $0 | |
| Paid-in Capital | $1.28B | $1.18B | $1.08B | $982M | $1.06B | $1.02B | $623M | $331M | $260M | $226M | $208M | $143M | |
| Retained Earnings | $-612M | $-664M | $-626M | $-560M | $-494M | $-381M | $-243M | $-172M | $-152M | $-126M | $-89M | $-64M | |
| Treasury Stock | · | · | · | · | · | · | · | $0 | $855.0K | $417.0K | $41.0K | $20.0K | |
| AOCI | $-2M | $-2M | $-1M | $-3M | $-135.0K | $-32.0K | $14.0K | $-37.0K | $-139.0K | $-54.0K | $-101.0K | $-14.0K | |
| Stockholders' Equity | $662M | $518M | $448M | $419M | $570M | $643M | $379M | $159M | $107M | $100M | $118M | $79M | |
| Liabilities + Equity | $1.28B | $1.29B | $1.20B | $1.35B | $1.39B | $1.42B | $1.01B | $464M | $213M | $201M | $204M | $137M | |
| Shares Outstanding | 62,741,000 | 60,728,000 | 59,031,000 | 57,735,000 | 56,928,000 | 55,562,000 | 48,386,000 | 43,535,000 | 41,967,000 | 40,425,000 | 38,891,000 | 34,696,000 |
Flujo de Efectivo
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $53M | $69M | $72M | $62M | $55M | $52M | $28M | $17M | $15M | $12M | $7M | $4M | |
| Stock-based Comp | $87M | $89M | $79M | $65M | $56M | $51M | $41M | $30M | $21M | $13M | $7M | $5M | |
| Deferred Tax | $930.0K | $2M | $926.0K | $681.0K | $540.0K | $1M | $-14M | $-4M | $-350.0K | $282.0K | $85.0K | $4.0K | |
| Amort. of Intangibles | $93.0K | $17M | $21M | $18M | $18M | $18M | $6M | $2M | $1M | $1M | $576.0K | · | |
| Other Non-cash | $8M | $14M | $-16M | $18M | $32M | $31M | $16M | $-2M | $101.0K | $15M | · | $6M | |
| Operating Cash Flow | $201M | $136M | $70M | $37M | $31M | $-3M | $567.0K | $5M | $9M | $3M | $5M | $-5M | |
| CapEx | $7M | $7M | $6M | $11M | $20M | $24M | $14M | $13M | $12M | $14M | $7M | $5M | |
| Investing Cash Flow | $-4M | $-21M | $113M | $-166M | $-65M | $-124M | $-483M | $-171M | $-17M | $-17M | $-58M | $-27M | |
| Stock Issued | · | · | · | $0 | $0 | $311M | $195M | $0 | $0 | · | · | · | |
| Stock Repurchased | $5M | $0 | $0 | · | · | · | · | · | · | · | · | · | |
| Net Stock Activity | $-5M | · | · | $0 | $0 | $311M | $195M | · | · | · | · | · | |
| Financing Cash Flow | $-189M | $13M | $-152M | $6M | $-51M | $435M | $476M | $217M | $12M | $944.0K | $52M | $81M | |
| Net Change in Cash | $9M | $127M | $32M | $-124M | $-85M | $308M | $-7M | $50M | $4M | $-12M | $-930.0K | $49M | |
| Taxes Paid | $4M | $6M | $3M | $875.0K | $1M | $566.0K | $322.0K | $250.0K | $128.0K | · | · | · | |
| Free Cash Flow | $195M | $129M | $65M | $25M | $11M | $-27M | $-13M | $-9M | $-3M | $-11M | · | $-10M |
Rentabilidad
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 54.1% | 50.9% | 48.4% | 45.3% | 45.1% | 43.4% | 48.5% | 49.5% | 48.7% | 48.5% | · | 41.8% | |
| Operating Margin | 5.0% | -6.1% | -13.8% | -18.5% | -15.6% | -24.8% | -21.2% | -13.2% | -13.9% | -23.8% | · | -24.1% | |
| Net Margin | 6.5% | -5.5% | -10.5% | -19.3% | -22.6% | -34.2% | -22.5% | -14.7% | -13.5% | -24.2% | · | -24.8% | |
| Pretax Margin | 6.9% | -4.4% | -9.9% | -18.8% | -22.3% | -33.8% | -26.4% | -16.3% | -13.7% | -23.9% | · | -24.7% | |
| EBITDA Margin | 11.7% | 3.8% | -2.3% | -7.6% | -4.6% | -11.9% | -12.1% | -6.2% | -6.2% | -15.7% | · | -18.9% | |
| ROA | 4.0% | -3.1% | -5.1% | -8.0% | -8.1% | -11.3% | -9.6% | -10.5% | -12.7% | -17.9% | · | -19.8% | |
| ROE | 8.3% | -7.6% | -14.7% | -22.0% | -18.6% | -26.9% | -26.3% | -26.7% | -25.3% | -33.3% | · | -92.1% | |
| ROIC | 5.7% | -10.2% | -20.3% | -25.7% | -13.9% | -15.7% | -15.0% | -18.1% | -24.9% | -36.1% | · | -24.2% |
Liquidez y Solvencia
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.0 | 1.4 | 2.2 | 2.8 | 3.1 | 4.2 | 1.4 | 3.0 | 1.9 | 2.1 | · | 3.2 | |
| Quick Ratio | 0.9 | 1.2 | 1.9 | 2.5 | 2.8 | 3.9 | 1.2 | 2.7 | 1.7 | 1.8 | · | 2.9 | |
| Debt / Equity | · | · | · | · | · | · | · | · | · | · | · | 0.0 | |
| LT Debt / Equity | · | · | · | · | · | · | · | · | · | · | · | 0.0 |
Eficiencia
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.6 | 0.6 | 0.5 | 0.4 | 0.4 | 0.3 | 0.4 | 0.7 | 0.9 | 0.7 | · | 0.8 | |
| Receivables Turnover | 16.9 | 16.4 | 13.9 | 12.1 | 12.0 | 13.7 | 15.0 | 14.7 | 15.2 | 14.1 | · | 11.2 |
Por Acción
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $10.55 | $8.53 | $7.60 | $7.26 | $10.02 | $11.58 | $7.84 | $3.65 | $2.54 | $2.48 | · | $2.28 | |
| Revenue / Share | $12.21 | $11.59 | $10.70 | $9.87 | $8.84 | · | · | · | · | · | · | · | |
| Cash Flow / Share | $3.09 | $2.26 | $1.20 | $0.64 | $0.55 | · | · | · | · | · | · | · | |
| Cash / Share | $5.86 | $5.90 | $3.89 | $3.46 | $5.67 | $7.34 | $2.07 | $2.49 | $1.38 | $1.36 | · | $1.96 | |
| EPS (TTM) | $0.80 | $-0.64 | $-1.12 | $-1.90 | $-2.00 | $-2.65 | $-1.53 | · | · | · | · | · |
Tasas de Crecimiento
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 14.1% | 11.5% | 10.4% | 13.4% | 23.8% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 12.0% | 11.8% | 15.8% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 14.6% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM)
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $795M | $696M | $625M | $566M | $499M | $403M | $315M | $241M | $194M | $150M | $109M | $79M | |
| Net Income TTM | $52M | $-39M | $-65M | $-109M | $-113M | $-138M | $-71M | $-35M | $-26M | $-36M | $-25M | $-20M | |
| Market Cap | $4.53B | $6.11B | $2.56B | $1.55B | $4.52B | $7.03B | $3.92B | $2.16B | $1.55B | $1.17B | · | $654M | |
| Enterprise Value | · | · | · | · | · | · | · | · | · | · | · | $565M | |
| P/E | 90.2 | -157.3 | -38.8 | -14.1 | -39.7 | -47.7 | -53.0 | · | · | · | · | · | |
| P/S | 5.7 | 8.8 | 4.1 | 2.7 | 9.1 | 17.5 | 12.4 | 8.9 | 8.0 | 7.8 | · | 8.3 | |
| P/B | 6.8 | 11.8 | 5.7 | 3.7 | 7.9 | 10.9 | 10.3 | 13.6 | 14.5 | 11.6 | · | 8.3 | |
| P / Tangible Book | 64.2 | · | · | · | · | · | · | · | · | · | · | · | |
| P / Cash Flow | 22.5 | 45.0 | 36.5 | 42.4 | 146.2 | -2432.6 | 6919.1 | 469.5 | 163.3 | 343.6 | · | -123.7 | |
| P / FCF | 23.3 | 47.4 | 39.7 | 61.0 | 404.8 | -264.2 | -295.1 | -248.2 | -544.0 | -106.5 | · | -63.3 | |
| EV / EBITDA | · | · | · | · | · | · | · | · | · | · | · | -37.7 | |
| EV / FCF | · | · | · | · | · | · | · | · | · | · | · | -54.7 | |
| EV / Revenue | · | · | · | · | · | · | · | · | · | · | · | 7.1 | |
| Earnings Yield | 1.1% | -0.64% | -2.6% | -7.1% | -2.5% | -2.1% | -1.9% | · | · | · | · | · |
Estado de resultados
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $220M | $217M | $208M | $202M | $195M | $190M | $183M | $175M | $173M | $166M | $162M | $155M | $155M | $153M | $147M | $145M | |
| Cost of Revenue | $90M | $89M | $93M | $93M | $91M | $89M | $87M | $86M | $86M | $83M | $81M | $81M | $81M | $80M | $80M | $78M | |
| Gross Profit | $130M | $128M | $115M | $109M | $105M | $101M | $96M | $89M | $87M | $82M | $81M | $74M | $74M | $73M | $66M | $67M | |
| R&D Expense | $41M | $42M | $41M | $39M | $37M | $38M | $36M | $37M | $36M | $35M | $34M | $35M | $34M | $34M | $34M | $33M | |
| SG&A Expense | $33M | $32M | $30M | $32M | $31M | $32M | $30M | $31M | $31M | $30M | $30M | $28M | $27M | $25M | $24M | $23M | |
| Operating Expenses | $101M | $100M | $98M | $98M | $95M | $99M | $98M | $102M | $101M | $96M | $99M | $97M | $97M | $94M | $99M | $94M | |
| Operating Income | $29M | $28M | $17M | $11M | $10M | $2M | $-2M | $-13M | $-14M | $-14M | $-18M | $-23M | $-24M | $-21M | $-32M | $-27M | |
| Other Non-op | $2M | $2M | $4M | $4M | $4M | $3M | $4M | $3M | $3M | $2M | $2M | $1M | $526.0K | $21M | $811.0K | $-231.0K | |
| Pretax Income | $32M | $30M | $21M | $15M | $13M | $5M | $2M | $-10M | $-11M | $-12M | $-16M | $-22M | $-23M | $-498.0K | $-32M | $-27M | |
| Income Tax | $2M | $3M | $337.0K | $160.0K | $2M | $487.0K | $2M | $2M | $2M | $2M | $2M | $1M | $479.0K | $18.0K | $735.0K | $469.0K | |
| Net Income | $30M | $27M | $20M | $15M | $12M | $5M | $164.0K | $-12M | $-13M | $-14M | $-18M | $-23M | $-24M | $-516.0K | $-32M | $-28M | |
| EPS (Basic) | $0.48 | $0.43 | $0.33 | $0.24 | $0.19 | $0.08 | $0.01 | $-0.20 | $-0.22 | $-0.23 | $-0.30 | $-0.40 | $-0.41 | $-0.01 | $-0.57 | $-0.48 | |
| EPS (Diluted) | $0.46 | $0.40 | $0.32 | $0.23 | $0.18 | $0.07 | $0.01 | $-0.20 | $-0.22 | $-0.23 | $-0.30 | $-0.40 | $-0.41 | $-0.01 | $-0.57 | $-0.48 | |
| Shares (Basic) | 62,486,000 | 62,338,000 | · | 62,458,000 | 62,353,000 | 61,222,000 | · | 60,310,000 | 60,162,000 | 59,446,000 | · | 58,492,000 | 58,286,000 | 57,885,000 | · | 57,362,000 | |
| Shares (Diluted) | 65,420,000 | 67,647,000 | · | 69,858,000 | 69,642,000 | 64,820,000 | · | 60,310,000 | 60,162,000 | 59,446,000 | · | 58,492,000 | 58,286,000 | 57,885,000 | · | 57,362,000 | |
| EBITDA | $29M | $39M | · | $11M | $10M | $16M | · | $-13M | $-14M | $3M | · | $-23M | $-24M | $-4M | · | $-27M |
Balance general
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $100M | $342M | $368M | $472M | $414M | $384M | $359M | $320M | $304M | $275M | · | $156M | $118M | $121M | · | $193M | |
| Short-term Investments | $7M | $37M | $65M | $96M | $118M | $102M | $88M | $88M | $68M | $64M | · | $135M | $162M | $150M | · | $203M | |
| Receivables | $71M | $74M | $52M | $70M | $60M | $63M | $42M | $58M | $59M | $54M | · | $44M | $39M | $40M | · | $53M | |
| Prepaid Expense | $20M | $22M | $28M | $20M | $20M | $22M | $24M | $18M | $13M | $16M | · | $15M | $12M | $15M | · | $14M | |
| Current Assets | $244M | $525M | $556M | $707M | $660M | $619M | $559M | $526M | $491M | $458M | · | $397M | $379M | $375M | · | $499M | |
| PP&E (Net) | $28M | $28M | $28M | $25M | $27M | $28M | $32M | $34M | $35M | $38M | · | $45M | $48M | $53M | · | $59M | |
| PP&E (Gross) | · | · | $129M | · | · | · | $122M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $101M | · | · | · | $91M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $513M | $513M | $513M | $513M | $513M | $513M | $513M | $513M | $513M | $513M | · | $513M | $513M | $513M | · | $513M | |
| Intangibles | $73M | $76M | $78M | $82M | $87M | $91M | $95M | $101M | $108M | $115M | · | $128M | $135M | $140M | · | $146M | |
| Other Non-current Assets | $4M | $3M | $3M | $2M | $2M | $3M | $3M | $3M | $3M | $3M | · | $3M | $2M | $2M | · | $2M | |
| Total Assets | $968M | $1.25B | $1.28B | $1.43B | $1.39B | $1.35B | $1.29B | $1.27B | $1.25B | $1.23B | · | $1.18B | $1.17B | $1.18B | · | $1.33B | |
| Accounts Payable | $16M | $10M | $20M | $8M | $6M | $15M | $9M | $13M | $14M | $13M | · | $15M | $14M | $14M | · | $12M | |
| Accrued Liabilities | $23M | $26M | $25M | $27M | $20M | $24M | $18M | $20M | $20M | $23M | · | $18M | $16M | $20M | · | $15M | |
| Current Liabilities | $259M | $562M | $544M | $732M | $732M | $432M | $399M | $211M | $201M | $193M | · | $176M | $169M | $177M | · | $166M | |
| Capital Leases | $32M | $32M | $34M | $36M | $37M | $36M | $38M | $39M | $42M | $44M | · | $47M | $49M | $51M | · | $55M | |
| Other Non-current Liabilities | $10M | $10M | $10M | $7M | $7M | $7M | $10M | $10M | $10M | $9M | · | $7M | $5M | $5M | · | $4M | |
| Total Liabilities | $325M | $635M | $614M | $804M | $801M | $804M | $777M | $778M | $768M | $763M | · | $738M | $731M | $745M | · | $903M | |
| Paid-in Capital | $1.20B | $1.20B | $1.28B | $1.26B | $1.23B | $1.21B | $1.18B | $1.16B | $1.13B | $1.11B | · | $1.05B | $1.03B | $1.00B | · | $962M | |
| Retained Earnings | $-556M | $-586M | $-612M | $-633M | $-648M | $-659M | $-664M | $-664M | $-653M | $-640M | · | $-608M | $-584M | $-561M | · | $-528M | |
| AOCI | $-3M | $-3M | $-2M | $-2M | $-1M | $-2M | $-2M | $-593.0K | $-1M | $-1M | · | $-2M | $-2M | $-2M | · | $-4M | |
| Stockholders' Equity | $643M | $612M | $662M | $623M | $584M | $545M | $518M | $495M | $481M | $465M | $448M | $441M | $441M | $439M | $419M | $430M | |
| Liabilities + Equity | $968M | $1.25B | $1.28B | $1.43B | $1.39B | $1.35B | $1.29B | $1.27B | $1.25B | $1.23B | · | $1.18B | $1.17B | $1.18B | · | $1.33B | |
| Shares Outstanding | 62,360,000 | 62,665,000 | 62,741,000 | 62,510,000 | 62,442,000 | 62,304,000 | 60,728,000 | 60,401,000 | 60,283,000 | 60,099,000 | 59,031,000 | 58,635,000 | 58,447,000 | 58,198,000 | 57,735,000 | 57,517,000 |
Flujo de Efectivo
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $12M | $12M | $13M | $14M | $14M | $14M | $16M | $18M | $18M | $18M | $18M | $18M | $18M | $18M | $16M | $15M | |
| Stock-based Comp | $21M | $20M | $20M | $23M | $22M | $21M | $20M | $24M | $24M | $21M | $19M | $21M | $21M | $18M | $14M | $18M | |
| Amort. of Intangibles | $0 | $0 | $0 | $0 | $0 | $93.0K | $3M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $4M | |
| Other Non-cash | · | $-2M | · | · | · | $4M | · | · | · | $-11M | · | · | · | $-31M | · | · | |
| Operating Cash Flow | $61M | $56M | $64M | $46M | $49M | $44M | $43M | $43M | $36M | $13M | $37M | $17M | $13M | $4M | $44M | $7M | |
| CapEx | $2M | $7M | $2M | $3M | $1M | $785.0K | $1M | $2M | $1M | $1M | $1M | $1M | $2M | $1M | $2M | $4M | |
| Investing Cash Flow | $20M | $16M | $24M | $13M | $-22M | $-20M | $-6M | $-27M | $-11M | $23M | $35M | $21M | $-20M | $78M | $-40M | $-25M | |
| Stock Repurchased | $23M | $97M | · | · | $0 | $0 | · | · | · | · | · | · | · | · | · | · | |
| Net Stock Activity | · | $-97M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Financing Cash Flow | $-323M | $-97M | $-193M | $0 | $4M | $547.0K | $3M | $-942.0K | $3M | $8M | $4M | $389.0K | $4M | $-160M | $3M | $451.0K | |
| Net Change in Cash | $-242M | $-25M | $-105M | $59M | $31M | $25M | $39M | $16M | $28M | $45M | $76M | $38M | $-3M | $-78M | $7M | $-19M | |
| Taxes Paid | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $238.0K | $215.0K | |
| Free Cash Flow | · | $50M | · | · | · | $43M | · | · | · | $12M | · | · | · | $3M | · | · |
Rentabilidad
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 59.2% | 59.1% | · | 54.0% | 53.6% | 53.2% | · | 50.9% | 50.2% | 49.7% | · | 47.8% | 47.8% | 47.9% | · | 46.2% | |
| Operating Margin | 13.4% | 12.8% | · | 5.5% | 5.0% | 1.1% | · | -7.3% | -7.9% | -8.6% | · | -14.9% | -15.3% | -13.9% | · | -18.7% | |
| Net Margin | 13.6% | 12.3% | · | 7.5% | 6.0% | 2.5% | · | -6.7% | -7.5% | -8.4% | · | -14.9% | -15.3% | -0.34% | · | -19.2% | |
| Pretax Margin | 14.4% | 13.7% | · | 7.5% | 6.9% | 2.8% | · | -5.5% | -6.3% | -7.4% | · | -14.3% | -15.0% | -0.33% | · | -18.9% | |
| EBITDA Margin | 13.4% | 18.2% | · | 5.5% | 5.0% | 8.4% | · | -7.3% | -7.9% | 2.0% | · | -14.9% | -15.3% | -2.4% | · | -18.7% | |
| ROA | 2.5% | 2.1% | · | 1.1% | 0.89% | 0.37% | · | -0.96% | -1.1% | -1.1% | · | -1.8% | -1.9% | -0.04% | · | -2.1% | |
| ROE | 4.9% | 4.6% | · | 2.7% | 2.2% | 0.94% | · | -2.5% | -2.8% | -3.1% | · | -5.3% | -5.3% | -0.12% | · | -5.5% | |
| ROIC | 4.3% | 4.0% | · | 1.8% | 1.5% | 0.36% | · | -3.2% | -3.4% | -3.4% | · | -5.5% | -5.5% | -5.0% | · | -6.4% |
Liquidez y Solvencia
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 0.9 | 0.9 | · | 1.0 | 0.9 | 1.4 | · | 2.5 | 2.4 | 2.4 | · | 2.3 | 2.2 | 2.1 | · | 3.0 | |
| Quick Ratio | 0.7 | 0.8 | · | 0.9 | 0.8 | 1.3 | · | 2.2 | 2.1 | 2.0 | · | 1.9 | 1.9 | 1.8 | · | 2.7 |
Eficiencia
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.2 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | |
| Receivables Turnover | 3.4 | 3.2 | · | 3.2 | 3.3 | 3.2 | · | 3.4 | 3.5 | 3.5 | · | 3.2 | 3.6 | 4.0 | · | 2.7 |
Por Acción
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $10.32 | $9.76 | · | $9.96 | $9.36 | $8.75 | · | $8.20 | $7.97 | $7.74 | · | $7.52 | $7.55 | $7.54 | · | $7.48 | |
| Revenue / Share | $3.36 | $3.20 | · | $2.89 | $2.80 | $2.93 | · | $2.90 | $2.87 | $2.78 | · | $2.65 | $2.65 | $2.64 | · | $2.52 | |
| Cash Flow / Share | · | $0.83 | · | · | · | $0.67 | · | · | · | $0.23 | · | · | · | $0.07 | · | · | |
| Cash / Share | $1.60 | $5.46 | · | $7.56 | $6.63 | $6.16 | · | $5.30 | $5.04 | $4.57 | · | $2.66 | $2.02 | $2.08 | · | $3.35 | |
| EPS (TTM) | $1.41 | $1.13 | · | $0.49 | $0.06 | $-0.34 | · | $-0.95 | $-1.15 | $-1.34 | · | $-1.39 | $-1.47 | $-1.50 | · | $-1.78 |
Valoración (TTM)
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $846M | $822M | · | $770M | $743M | $721M | · | $676M | $655M | $637M | · | $609M | $599M | $585M | · | $551M | |
| Net Income TTM | $92M | $74M | · | $32M | $5M | $-20M | · | $-57M | $-68M | $-79M | · | $-80M | $-84M | $-86M | · | $-102M | |
| Market Cap | $3.00B | $2.96B | · | $4.53B | $5.84B | $4.98B | · | $4.82B | $3.64B | $3.16B | · | $1.89B | $1.81B | $1.43B | · | $1.85B | |
| P/E | 34.1 | 41.9 | · | 147.7 | 1559.8 | -235.3 | · | -84.0 | -52.5 | -39.2 | · | -23.2 | -21.0 | -16.4 | · | -18.1 | |
| P/S | 3.5 | 3.6 | · | 5.9 | 7.9 | 6.9 | · | 7.1 | 5.5 | 5.0 | · | 3.1 | 3.0 | 2.5 | · | 3.4 | |
| P/B | 4.7 | 4.8 | · | 7.3 | 10.0 | 9.1 | · | 9.7 | 7.6 | 6.8 | · | 4.3 | 4.1 | 3.3 | · | 4.3 | |
| P / Tangible Book | 52.5 | 128.7 | · | 163.4 | · | · | · | · | · | · | · | · | · | · | · | · | |
| P / Cash Flow | · | 52.6 | · | · | · | 114.5 | · | · | · | 235.1 | · | · | · | 368.0 | · | · | |
| Earnings Yield | 2.9% | 2.4% | · | 0.68% | 0.06% | -0.42% | · | -1.2% | -1.9% | -2.5% | · | -4.3% | -4.8% | -6.1% | · | -5.5% |
Período más reciente a la izquierda · valores nulos mostrados como ·
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Ingresos | $795M | $696M | $625M | $566M | $499M |
| Margen Bruto % | 54.1% | 50.9% | 48.4% | 45.3% | 45.1% |
| Margen Operativo % | 5.0% | -6.1% | -13.8% | -18.5% | -15.6% |
| Beneficio neto | $52M | $-39M | $-65M | $-109M | $-113M |
| EPS Diluido | $0.80 | $-0.64 | $-1.12 | $-1.90 | $-2.00 |
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Ratio corriente | 1.0 | 1.4 | 2.2 | 2.8 | 3.1 |
| Ratio Rápido | 0.9 | 1.2 | 1.9 | 2.5 | 2.8 |
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Flujo de caja libre | $195M | $129M | $65M | $25M | $11M |
Propietarios institucionales (13F) 353 declarantes · $3.7B total · A fecha de 30 de septiembre de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
Tenedores
353
Valor en tenencia
$3.7B
Nuevas posiciones
42
Posiciones cerradas
50
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 42 (-31 vs trimestre anterior) | 50 (-9 vs trimestre anterior) | 135 (+1 vs trimestre anterior) | 109 (+9 vs trimestre anterior) | +3.1M |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| VANGUARD GROUP INC | $576 928 797 | 7 995 133 | 15,43% | Acciones |
| BlackRock, Inc. | $501 771 602 | 10 431 842 | 13,42% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $239 054 258 | 4 969 943 | 6,39% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $130 748 643 | 2 718 267 | 3,50% | Acciones |
| STATE STREET CORP | $126 515 650 | 2 630 263 | 3,38% | Acciones |
| TREMBLANT CAPITAL GROUP | $88 608 137 | 1 842 165 | 2,37% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $86 936 710 | 1 807 416 | 2,33% | Acciones |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $78 567 000 | 1 633 414 | 2,10% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $76 296 204 | 1 585 911 | 2,04% | Acciones |
| Capital Research Global Investors | $71 189 684 | 1 480 035 | 1,90% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $68 933 601 | 1 433 131 | 1,84% | Acciones |
| Conestoga Capital Advisors, LLC | $67 016 527 | 1 393 275 | 1,79% | Acciones |
| GOLDMAN SACHS GROUP INC | $61 962 468 | 1 288 201 | 1,66% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $57 851 313 | 1 202 730 | 1,55% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $54 338 527 | 1 129 697 | 1,45% | Acciones |
| ALGEBRIS (UK) LTD | $51 331 052 | 1 070 545 | 1,37% | Acciones |
| FEDERATED HERMES, INC. | $50 367 146 | 1 047 134 | 1,35% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $48 629 372 | 1 011 060 | 1,30% | Acciones |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $47 981 001 | 997 526 | 1,28% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $42 128 433 | 875 851 | 1,13% | Acciones |
| Tensile Capital Management LP | $41 787 693 | 868 767 | 1,12% | Acciones |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $39 957 343 | 830 714 | 1,07% | Acciones |
| BROWN ADVISORY INC | $39 634 854 | 824 009 | 1,06% | Acciones |
| Nuveen, LLC | $38 988 561 | 810 573 | 1,04% | Acciones |
| JENNISON ASSOCIATES LLC | $38 530 649 | 801 053 | 1,03% | Acciones |
| NORTHERN TRUST CORP | $33 357 061 | 693 494 | 0,89% | Acciones |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $33 103 238 | 688 217 | 0,89% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $28 322 627 | 588 828 | 0,76% | Acciones |
| BANK OF AMERICA CORP /DE/ | $27 509 496 | 571 923 | 0,74% | Acciones |
| CYPRESS POINT INVESTMENT MANAGEMENT LP | $26 403 485 | 548 929 | 0,71% | Acciones |
| TWO SIGMA ADVISERS, LP | $23 444 784 | 324 900 | 0,63% | Acciones |
| MORGAN STANLEY | $23 364 427 | 485 746 | 0,62% | Acciones |
| Rockefeller Capital Management L.P. | $21 964 817 | 456 649 | 0,59% | Acciones |
| D. E. Shaw & Co., Inc. | $21 632 830 | 449 747 | 0,58% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $21 545 577 | 447 933 | 0,58% | Acciones |
| Toroso Investments, LLC | $20 782 513 | 288 006 | 0,56% | Acciones |
| FIRST TRUST ADVISORS LP | $20 607 002 | 428 420 | 0,55% | Acciones |
| OBERWEIS ASSET MANAGEMENT INC/ | $19 740 673 | 410 409 | 0,53% | Acciones |
| Bank of New York Mellon Corp | $19 638 988 | 408 295 | 0,53% | Acciones |
| MetLife Investment Management, LLC | $19 119 702 | 397 499 | 0,51% | Acciones |
| UBS Group AG | $18 526 677 | 385 170 | 0,50% | Acciones |
| AQR CAPITAL MANAGEMENT LLC | $18 311 647 | 380 700 | 0,49% | Acciones |
| COMERICA BANK | $17 859 837 | 247 503 | 0,48% | Acciones |
| Balyasny Asset Management L.P. | $17 482 041 | 363 452 | 0,47% | Acciones |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $17 469 487 | 363 191 | 0,47% | Acciones |
| WELLINGTON MANAGEMENT GROUP LLP | $17 002 580 | 353 484 | 0,45% | Acciones |
| Aberdeen Group plc | $16 811 239 | 349 506 | 0,45% | Acciones |
| Curi Capital, LLC | $16 454 097 | 342 081 | 0,44% | Acciones |
| AMERIPRISE FINANCIAL INC | $15 975 839 | 332 138 | 0,43% | Acciones |
| TimesSquare Capital Management, LLC | $15 527 171 | 328 270 | 0,42% | Acciones |
Informantes de la empresa 35 insiders · 22 directivos · 13 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Matthew P Flake | Chief Executive Officer | 11 de marzo de 2026 A | 675 918 | 0 | 3 | $-6 953 592 |
| Jonathan Price | Chief Financial Officer | 13 de agosto de 2026 S | 207 633 | 0 | 4 | $-7 498 827 |
| David J Mehok | Chief Financial Officer | 21 de agosto de 2024 S | 206 883 | 0 | 0 | $0 |
| Jennifer Noel Harris | Chief Financial Officer | 10 de septiembre de 2020 M | 111 219 | 0 | 0 | $0 |
| Himagiri K Mukkamala | Chief Operating Officer | 11 de marzo de 2026 A | 169 998 | 0 | 3 | $-380 973 |
| Michael S Kerr | General Counsel | 11 de septiembre de 2026 S | 80 739 | 0 | 7 | $-1 232 406 |
| Kim Rutledge | Chief People Officer | 10 de agosto de 2026 S | 113 913 | 0 | 6 | $-3 281 638 |
| Kirk L Coleman | Chief Business Officer | 10 de junio de 2026 S | 329 658 | 0 | 7 | $-4 989 371 |
| John E Breeden | Chief Delivery Officer | 11 de marzo de 2026 A | 133 128 | 0 | 5 | $-6 403 003 |
| Michael A. Volanoski | Chief Revenue Officer | 12 de diciembre de 2025 S | 166 512 | 0 | 2 | $-694 343 |
| Barry G Benton | SVP, General Counsel | 10 de marzo de 2022 A | 26 182 | 0 | 0 | $0 |
| Adam D Anderson | Chief Technology Officer | 21 de diciembre de 2020 M | 72 036 | 0 | 0 | $0 |
| Bharath Oruganti | SVP, Service Delivery | 11 de septiembre de 2020 S | 20 126 | 0 | 0 | $0 |
| Anthony Charles Hall | SVP, Product and Engineering | 13 de julio de 2020 S | 12 378 | 0 | 0 | $0 |
| William M Furrer | CSO and CMO | 13 de julio de 2020 M | 77 173 | 0 | 0 | $0 |
| Odus Edward Wittenburg Jr | EVP, Customer Experience | 10 de marzo de 2020 S | 62 504 | 0 | 0 | $0 |
| Rekha Garapati | EVP, Products and Operations | 8 de julio de 2019 S | 50 318 | 0 | 0 | $0 |
| Christine Petersen | Chief Revenue Officer | 11 de septiembre de 2018 S | 27 864 | 0 | 0 | $0 |
| Stephen C Soukup | SVP, Sales | 22 de noviembre de 2016 M | 24 977 | 0 | 0 | $0 |
| Lorrie Schultz | SVP, Marketing | 7 de noviembre de 2016 S | 15 200 | 0 | 0 | $0 |
| Sherri Manning | SVP, People and Places | 26 de julio de 2016 M | 11 700 | 0 | 0 | $0 |
| Coy Joyner | SVP, Product Group | 9 de junio de 2016 A | 13 578 | 0 | 0 | $0 |
| Andre L Mintz | Consejero | 10 de junio de 2026 A | 7 676 | 0 | 0 | $0 |
| Lynn Antipas Tyson | Consejero | 10 de junio de 2026 A | 18 741 | 0 | 0 | $0 |
| Rebecca Lynn Atchison | Consejero | 10 de junio de 2026 A | 26 981 | 0 | 0 | $0 |
| James Offerdahl | Consejero | 10 de junio de 2026 A | 21 739 | 0 | 1 | $-56 247 |
| Stephen C Hooley | Consejero | 10 de junio de 2026 A | 25 523 | 0 | 0 | $0 |
| Margaret Taylor | Consejero | 10 de junio de 2026 A | 25 727 | 0 | 0 | $0 |
| Jeffrey T Diehl | Consejero | 26 de noviembre de 2024 S | 2 892 | 0 | 0 | $0 |
| H. R. Seale | Consejero | 10 de junio de 2024 S | 420 171 | 0 | 0 | $0 |
| Charles T Doyle | Consejero | 22 de febrero de 2021 M | 32 270 | 0 | 0 | $0 |
| Carl James Schaper | Consejero | 9 de junio de 2020 A | 27 316 | 0 | 0 | $0 |
| MAPLES MICHAEL J | Consejero | 9 de junio de 2020 A | 10 140 | 0 | 0 | $0 |
| Michael M. Brown | Consejero | 8 de junio de 2017 A | 4 043 | 0 | 0 | $0 |
| Adams Street Partners, LLC | Propietario del 10% | 24 de mayo de 2017 J | 3 443 275 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 54 ETFs
El peso refleja solo las tenencias directas de acciones (N-PORT); los fondos apalancados o basados en derivados pueden tener exposición adicional a swaps no mostrada.
| Fondo | Ponderación | Unidades | A fecha de | Fuente |
|---|---|---|---|---|
| RSMC · Tidal Trust III | 1,99% | 249 657 NS | 31 de julio de 2026 | N-PORT |
| PSCT · Invesco Exchange-Traded Fund Trust … | 1,45% | 137 889 SH | 2 de octubre de 2026 | Diario |
| SMLL · Harbor ETF Trust | 1,06% | 2 432 NS | 31 de julio de 2026 | N-PORT |
| XSHQ · Invesco Exchange-Traded Fund Trust … | 0,90% | 46 091 SH | 2 de octubre de 2026 | Diario |
| CAFG · Pacer Funds Trust | 0,58% | 2 886 NS | 31 de julio de 2026 | N-PORT |
| IWO · iShares Trust | 0,25% | 598 171 SH | 11 de septiembre de 2026 | Diario |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0,25% | 10 287 SH | 2 de octubre de 2026 | Diario |
| VIOG · VANGUARD ADMIRAL FUNDS | 0,21% | 46 944 SH | 19 de agosto de 2026 | Diario |
| VFQY · VANGUARD WELLINGTON FUND | 0,18% | 17 653 SH | 19 de agosto de 2026 | Diario |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,18% | 67 969 SH | 19 de agosto de 2026 | Diario |
| JPSE · J.P. Morgan Exchange-Traded Fund Tr… | 0,18% | 17 482 NS | 31 de julio de 2026 | N-PORT |
| BKSE · BNY Mellon ETF Trust | 0,16% | 2 318 NS | 31 de julio de 2026 | N-PORT |
| VIOO · VANGUARD ADMIRAL FUNDS | 0,16% | 219 073 SH | 19 de agosto de 2026 | Diario |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,14% | 16 354 NS | 31 de julio de 2026 | N-PORT |
| ESSC · Strategy Shares | 0,14% | 816 NS | 31 de julio de 2026 | N-PORT |
| IGV · iShares Trust | 0,13% | 286 201 SH | 11 de septiembre de 2026 | Diario |
| IWM · iShares Trust | 0,13% | 1 629 530 SH | 11 de septiembre de 2026 | Diario |
| RSSL · Global X Funds | 0,12% | 30 438 NS | 31 de julio de 2026 | N-PORT |
| ISCG · iShares Trust | 0,12% | 19 186 SH | 11 de septiembre de 2026 | Diario |
| VIOV · VANGUARD ADMIRAL FUNDS | 0,12% | 49 148 SH | 19 de agosto de 2026 | Diario |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,09% | 365 750 SH | 19 de agosto de 2026 | Diario |
| VBK · VANGUARD INDEX FUNDS | 0,08% | 793 398 SH | 19 de agosto de 2026 | Diario |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,08% | 35 600 SH | 2 de octubre de 2026 | Diario |
| ESML · iShares Trust | 0,08% | 35 106 SH | 11 de septiembre de 2026 | Diario |
| DFAS · Dimensional ETF Trust | 0,07% | 175 786 NS | 31 de julio de 2026 | N-PORT |
| TEXN · iShares Trust | 0,06% | 193 SH | 11 de septiembre de 2026 | Diario |
| FTEC · FIDELITY COVINGTON TRUST | 0,06% | 194 243 NS | 31 de julio de 2026 | N-PORT |
| NUSC · Nushares ETF Trust | 0,06% | 12 469 NS | 31 de julio de 2026 | N-PORT |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0,05% | 17 906 SH | 2 de octubre de 2026 | Diario |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,05% | 2 353 SH | 2 de octubre de 2026 | Diario |
| VGT · VANGUARD WORLD FUND | 0,04% | 1 541 562 SH | 19 de agosto de 2026 | Diario |
| WSML · iShares Trust | 0,03% | 3 697 SH | 11 de septiembre de 2026 | Diario |
| VXF · VANGUARD INDEX FUNDS | 0,03% | 717 930 SH | 19 de agosto de 2026 | Diario |
| VB · VANGUARD INDEX FUNDS | 0,03% | 1 367 297 SH | 19 de agosto de 2026 | Diario |
| TECB · iShares Trust | 0,02% | 1 974 SH | 11 de septiembre de 2026 | Diario |
| IGM · iShares Trust | 0,02% | 29 423 SH | 11 de septiembre de 2026 | Diario |
| TILT · FlexShares Trust | 0,01% | 4 898 NS | 31 de julio de 2026 | N-PORT |
| ESGV · VANGUARD WORLD FUND | 0,01% | 13 991 SH | 19 de agosto de 2026 | Diario |
| DFAC · Dimensional ETF Trust | 0,01% | 71 536 NS | 31 de julio de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,01% | 2 596 NS | 31 de julio de 2026 | N-PORT |
| ITOT · iShares Trust | 0,01% | 80 795 SH | 11 de septiembre de 2026 | Diario |
| IWV · iShares Trust | 0,01% | 16 687 SH | 11 de septiembre de 2026 | Diario |
| DCOR · Dimensional ETF Trust | 0,00% | 2 644 NS | 31 de julio de 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,00% | 8 739 NS | 31 de julio de 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 9 950 NS | 31 de julio de 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 1 888 813 SH | 19 de agosto de 2026 | Diario |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,00% | 50 272 SH | 19 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 5 250 SH | 19 de agosto de 2026 | Diario |
| IJR · iShares Trust | · | 3 822 540 SH | 10 de septiembre de 2026 | Diario |
| IJT · iShares Trust | · | 372 767 SH | 9 de septiembre de 2026 | Diario |
| IJS · iShares Trust | · | 206 271 SH | 8 de septiembre de 2026 | Diario |
| XJR · iShares Trust | · | 8 633 SH | 31 de agosto de 2026 | Diario |
| ISCB · iShares Trust | · | 2 708 SH | 11 de septiembre de 2026 | Diario |
| SMLF · iShares Trust | · | 24 910 SH | 11 de septiembre de 2026 | Diario |
QTWO Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
calificación · 20 analistas
COMPRA
Objetivo mediano
$75.00
+28,8%
5 25,0%
Compra fuerte
12 60,0%
Compra
3 15,0%
Mantener
0 0,0%
Venta
0 0,0%
Venta fuerte
Precio objetivo a 12 meses
12 analistas · 2026-09-29Objetivo medio $76.50 +31,4%
← Por Debajo de Todos los Objetivos
Precio Actual $58.21
Mín$68.00
Media$76.50
Máx$82.00
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
Base del ejercicio fiscal, precios al cierre del último ejercicio fiscal de cada empresa.
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| QTWO | $4.53B | 90.2 | 14.1% | 6.5% | 8.3% | 54.1% |
| KVYO | · | -295.2 | 31.6% | -2.6% | -2.8% | 74.7% |
| MARA | $3.41B | -2.4 | 38.2% | -144.6% | -34.5% | · |
| CCC | $4.81B | · | 11.9% | 0.16% | 0.09% | 73.5% |
| BILL | $3.33B | -328.7 | 13.0% | -0.68% | -0.31% | 80.9% |
| LIF | $5.09B | 36.2 | 31.8% | 30.8% | 33.0% | 77.8% |
| FRSH | $3.47B | 19.4 | 16.4% | 21.9% | 18.2% | 85.0% |
| WK | · | -183.5 | 19.8% | -3.0% | 72.7% | 78.5% |
| PLTR | $425.03B | 282.1 | 56.2% | 36.3% | 26.2% | 82.4% |
Mis Métricas Tu lista de seguimiento personal — filas seleccionadas de Fundamentales Completos
Seleccione las métricas que le importan: haga clic en el + junto a cualquier fila en Fundamentales completos arriba.
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Fuente: SEC 10-Q presentada el Jul 29, 2026