QTWO Q2 Holdings, Inc. Common Stock
NYSE · Technology · Wyświetl na SEC EDGAR ↗ zamknij Paź 2, 2026 10-K/10-Q Lip 29, 2026
$56,38
· % zakresu 52 tyg.
· powyżej minimum
· do maksimum
$40,7952tyg. minimum
$76,2452tyg. maksimum
Kapitalizacja Rynkowa (MRQ)
$3.52B
P/E (TTM)
40.0
EPS (TTM)
$1.41
Przychody (TTM)
$846M
Twoje odznaki
Zakres 52 tyg.
$41–$76
Ocena Analityków
BUY
Cena Docelowa
$76
P/E
40.0
ROE
15.0%
Marża Zysku Netto
10.9%
Twój pasek odznak jest pusty — przypnij metrykę w dowolnym miejscu na tej stronie.
QTWO Migawka akcji Cena, kapitalizacja rynkowa, P/E, EPS, ROE, zadłużenie/kapitał własny, zakres 52-tygodniowy
Cena
$56.38
Kapitalizacja Rynkowa (MRQ)
$3.52B
P/E (TTM)
40.0
EPS (TTM)
$1.41
Przychody (TTM)
$846M
ROE (TTM)
15.0%
Zakres 52 tyg.
$41–$76
QTWO Wykres ceny akcji Dzienny OHLCV ze wskaźnikami technicznymi — przesuwaj, powiększaj i dostosowuj widok
zakres
kreski
Granularność słupków dostosowuje się do wybranego okresu — najedź kursorem na wykres, aby zobaczyć otwarcia/maksima/minima/zamknięcia dla danego słupka.
Wyniki 10-letnie Trendy przychodów, zysku netto, marż i EPS
Przychody$795M2016-12-31 → 2025-12-31
EPS$0.802019-12-31 → 2025-12-31
Wolny przepływ pieniężny$195M2016-12-31 → 2025-12-31
Marża netto10.9%2016-12-31 → 2025-12-31
Wycena i wskaźniki
Wycena Wskaźniki P/E, P/S, P/B, EV/EBITDA — czy akcje są drogie, czy tanie?
| Wskaźnik | Trend 5-letni | QTWO | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| P/E (TTM) | 40.0średnia z 5 lat ≈-31.9 | ≈-31.9 | 35.1 | Wartość godziwa | |
| P/S (TTM) | 4.2średnia z 5 lat ≈6.1 | ≈6.1 | 4.3 | Niedowartościowany | |
| P/B (MRQ) | 5.5średnia z 5 lat ≈7.2 | ≈7.2 | 4.7 | Wartość godziwa | |
| Cena / FCF (TTM) | 16.5średnia z 5 lat ≈115.2 | ≈115.2 | · | · | |
| Cena / Przepływy pieniężne (TTM) | 15.5średnia z 5 lat ≈58.5 | ≈58.5 | 25.5 | Wartość godziwa | |
| Cena / Wartość księgowa materialna (MRQ) | 6.2 | · | · | · |
Mediana porównawcza jest obliczana na znormalizowanej podstawie dla każdej metryki i może nie zawsze odpowiadać podstawie TTM/MRQ pokazanej dla tej akcji.
Rentowność Marże brutto, operacyjne i netto; ROE, ROA, ROIC
| Wskaźnik | Trend 5-letni | QTWO | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Marża brutto (TTM) | 57.0%średnia z 5 lat ≈48.8% | ≈48.8% | 79.8% | Słaby | |
| Marża Operacyjna (TTM) | 10.0%średnia z 5 lat ≈-9.8% | ≈-9.8% | 4.6% | Najwyższa półka | |
| Marża EBITDA (TTM) | 15.9%średnia z 5 lat ≈0.20% | ≈0.20% | 5.7% | Najwyższa półka | |
| Marża przed opodatkowaniem (TTM) | 11.5%średnia z 5 lat ≈-9.7% | ≈-9.7% | 6.6% | Najwyższa półka | |
| Marża Zysku Netto (TTM) | 10.9%średnia z 5 lat ≈-10.3% | ≈-10.3% | 5.3% | Najwyższa półka | |
| ROA (TTM) | 7.8%średnia z 5 lat ≈-4.0% | ≈-4.0% | 8.5% | Słaby | |
| ROE (TTM) | 15.0%średnia z 5 lat ≈-10.9% | ≈-10.9% | 12.4% | Słaby | |
| ROIC | 5.7%średnia z 5 lat ≈-12.9% | ≈-12.9% | 9.2% | Słaby |
Zdrowie finansowe Dług, płynność, wypłacalność — siła bilansu
| Wskaźnik | Trend 5-letni | QTWO | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Wskaźnik bieżący (MRQ) | 0.9średnia z 5 lat ≈2.1 | ≈2.1 | 1.9 | Niska płynność | |
| Wskaźnik Szybkości (MRQ) | 0.7średnia z 5 lat ≈1.9 | ≈1.9 | 1.6 | Niska płynność |
Rozwój Wzrost przychodów, EPS i zysku netto: r/r, CAGR 3-letni, CAGR 5-letni
| Wskaźnik | Trend 5-letni | QTWO | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Revenue YoY (Przychody R/R) | 14.1%średnia z 5 lat ≈14.7% | ≈14.7% | · | · | |
| Revenue CAGR 3Y (Przychody CAGR 3L) | 12.0%średnia z 5 lat ≈13.2% | ≈13.2% | · | · | |
| Revenue CAGR 5Y (Przychody CAGR 5L) | 14.6% | · | · | · |
Efektywność kapitałowa Rotacja aktywów, rotacja zapasów, rotacja należności
| Wskaźnik | Trend 5-letni | QTWO | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Asset Turnover (Rotacja aktywów) | 0.6średnia z 5 lat ≈0.5 | ≈0.5 | 0.6 | Zgodnie z | |
| Receivables Turnover (Rotacja należności) | 16.9średnia z 5 lat ≈14.3 | ≈14.3 | 7.1 | Najwyższa półka | |
| Revenue / Employee (Przychody / pracownika) | ≈$311.9K | · | · | · |
wartość · ≈ średnia z 5 lat · mediana branżowa · werdykt względem mediany
Historia zysków EPS faktyczny vs szacowany, zaskoczenie %, wskaźnik trafień, data następnych wyników
Średnie zaskoczenie
5.4%
| Okres | Raport | EPS Actual | EPS Szacowany | Niespodzianka |
|---|---|---|---|---|
| 30 czerwca 2026 | Lip 28, 2026 | $0.69 | $0.70 | -2.2% |
| 31 marca 2026 | $0.63 | $0.71 | -11.2% | |
| 31 grudnia 2025 | $0.68 | $0.61 | 11.1% | |
| 30 września 2025 | $0.64 | $0.56 | 14.8% | |
| 30 czerwca 2025 | $0.57 | $0.53 | 7.3% | |
| 31 marca 2025 | $0.54 | $0.48 | 13.0% |
Pełne podstawowe wskaźniki Wszystkie wskaźniki roczne — rachunek zysków i strat, bilans, przepływy pieniężne
Rachunek zysków i strat
| Wskaźnik | Trend | 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 |
Bilans
| Wskaźnik | Trend | 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 |
Przepływy pieniężne
| Wskaźnik | Trend | 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 |
Rentowność
| Wskaźnik | Trend | 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% |
Płynność i wypłacalność
| Wskaźnik | Trend | 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 |
Efektywność
| Wskaźnik | Trend | 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 |
Na akcję
| Wskaźnik | Trend | 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 | · | · | · | · | · |
Stopy Wzrostu
| Wskaźnik | Trend | 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% | · | · | · | · | · | · | · | · | · | · | · |
Wycena (TTM)
| Wskaźnik | Trend | 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% | · | · | · | · | · |
Rachunek zysków i strat
| Wskaźnik | Trend | 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 |
Bilans
| Wskaźnik | Trend | 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 |
Przepływy pieniężne
| Wskaźnik | Trend | 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 | · | · |
Rentowność
| Wskaźnik | Trend | 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% |
Płynność i wypłacalność
| Wskaźnik | Trend | 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 |
Efektywność
| Wskaźnik | Trend | 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 |
Na akcję
| Wskaźnik | Trend | 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 |
Wycena (TTM)
| Wskaźnik | Trend | 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% |
Najnowszy okres po lewej · wartości null pokazane jako ·
Sprawozdania finansowe Rachunek zysków i strat, bilans, przepływy pieniężne — roczne, ostatnie 5 lat
| Wskaźnik | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Przychody | $795M | $696M | $625M | $566M | $499M |
| Marża Brutto % | 54.1% | 50.9% | 48.4% | 45.3% | 45.1% |
| Marża Operacyjna % | 5.0% | -6.1% | -13.8% | -18.5% | -15.6% |
| Zysk netto | $52M | $-39M | $-65M | $-109M | $-113M |
| Rozwodniony EPS | $0.80 | $-0.64 | $-1.12 | $-1.90 | $-2.00 |
| Wskaźnik | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Wskaźnik bieżący | 1.0 | 1.4 | 2.2 | 2.8 | 3.1 |
| Wskaźnik Szybkości | 0.9 | 1.2 | 1.9 | 2.5 | 2.8 |
| Wskaźnik | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Wolny przepływ pieniężny | $195M | $129M | $65M | $25M | $11M |
Właściciele instytucjonalni (13F) 353 emitenci · $3.7B łącznie · Na dzień 30 września 2026
Instytucje, które zgłaszają posiadanie tych akcji w swoich kwartalnych zgłoszeniach SEC Form 13F. Tylko pozycje długie; pojedynczy zgłaszający może pojawić się dwukrotnie dla oddzielnych transz opcji. Duże przeciwstawne pozycje put/call zazwyczaj odzwierciedlają działalność market-makingową lub zabezpieczone zapasy, a nie przekonanie kierunkowe.
Posiadacze
353
Wartość posiadanych akcji
$3.7B
Nowe pozycje
42
Zamknięte pozycje
50
Aktywność instytucjonalna — Q2 2026 vs poprzedni kwartał
| Nowe pozycje | Zamknięte pozycje | Zwiększone | Zmniejszony | Zmiana liczby akcji netto |
|---|---|---|---|---|
| 42 (-31 vs poprzedni kw.) | 50 (-9 vs poprzedni kw.) | 135 (+1 vs poprzedni kw.) | 109 (+9 vs poprzedni kw.) | +3.1M |
Porównano z Q1 2026. Zgłoszenia SEC Form 13F są wymagane w ciągu 45 dni od końca kwartału plus krótki bufor dla spóźnionych zgłoszeń — kwartały mieszczące się jeszcze w tym terminie są pomijane na rzecz ostatniej w pełni zgłoszonej pary.
| Instytucja | Wartość | Akcje | % z śledzonych 13F | Typ |
|---|---|---|---|---|
| VANGUARD GROUP INC | $576 928 797 | 7 995 133 | 15,43% | Akcje |
| BlackRock, Inc. | $501 771 602 | 10 431 842 | 13,42% | Akcje |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $239 054 258 | 4 969 943 | 6,39% | Akcje |
| VANGUARD CAPITAL MANAGEMENT LLC | $130 748 643 | 2 718 267 | 3,50% | Akcje |
| STATE STREET CORP | $126 515 650 | 2 630 263 | 3,38% | Akcje |
| TREMBLANT CAPITAL GROUP | $88 608 137 | 1 842 165 | 2,37% | Akcje |
| MILLENNIUM MANAGEMENT LLC | $86 936 710 | 1 807 416 | 2,33% | Akcje |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $78 567 000 | 1 633 414 | 2,10% | Akcje |
| GEODE CAPITAL MANAGEMENT, LLC | $76 296 204 | 1 585 911 | 2,04% | Akcje |
| Capital Research Global Investors | $71 189 684 | 1 480 035 | 1,90% | Akcje |
| VICTORY CAPITAL MANAGEMENT INC | $68 933 601 | 1 433 131 | 1,84% | Akcje |
| Conestoga Capital Advisors, LLC | $67 016 527 | 1 393 275 | 1,79% | Akcje |
| GOLDMAN SACHS GROUP INC | $61 962 468 | 1 288 201 | 1,66% | Akcje |
| TWO SIGMA INVESTMENTS, LP | $57 851 313 | 1 202 730 | 1,55% | Akcje |
| AMERICAN CENTURY COMPANIES INC | $54 338 527 | 1 129 697 | 1,45% | Akcje |
| ALGEBRIS (UK) LTD | $51 331 052 | 1 070 545 | 1,37% | Akcje |
| FEDERATED HERMES, INC. | $50 367 146 | 1 047 134 | 1,35% | Akcje |
| DIMENSIONAL FUND ADVISORS LP | $48 629 372 | 1 011 060 | 1,30% | Akcje |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $47 981 001 | 997 526 | 1,28% | Akcje |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $42 128 433 | 875 851 | 1,13% | Akcje |
| Tensile Capital Management LP | $41 787 693 | 868 767 | 1,12% | Akcje |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $39 957 343 | 830 714 | 1,07% | Akcje |
| BROWN ADVISORY INC | $39 634 854 | 824 009 | 1,06% | Akcje |
| Nuveen, LLC | $38 988 561 | 810 573 | 1,04% | Akcje |
| JENNISON ASSOCIATES LLC | $38 530 649 | 801 053 | 1,03% | Akcje |
| NORTHERN TRUST CORP | $33 357 061 | 693 494 | 0,89% | Akcje |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $33 103 238 | 688 217 | 0,89% | Akcje |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $28 322 627 | 588 828 | 0,76% | Akcje |
| BANK OF AMERICA CORP /DE/ | $27 509 496 | 571 923 | 0,74% | Akcje |
| CYPRESS POINT INVESTMENT MANAGEMENT LP | $26 403 485 | 548 929 | 0,71% | Akcje |
| TWO SIGMA ADVISERS, LP | $23 444 784 | 324 900 | 0,63% | Akcje |
| MORGAN STANLEY | $23 364 427 | 485 746 | 0,62% | Akcje |
| Rockefeller Capital Management L.P. | $21 964 817 | 456 649 | 0,59% | Akcje |
| D. E. Shaw & Co., Inc. | $21 632 830 | 449 747 | 0,58% | Akcje |
| VANGUARD FIDUCIARY TRUST CO | $21 545 577 | 447 933 | 0,58% | Akcje |
| Toroso Investments, LLC | $20 782 513 | 288 006 | 0,56% | Akcje |
| FIRST TRUST ADVISORS LP | $20 607 002 | 428 420 | 0,55% | Akcje |
| OBERWEIS ASSET MANAGEMENT INC/ | $19 740 673 | 410 409 | 0,53% | Akcje |
| Bank of New York Mellon Corp | $19 638 988 | 408 295 | 0,53% | Akcje |
| MetLife Investment Management, LLC | $19 119 702 | 397 499 | 0,51% | Akcje |
| UBS Group AG | $18 526 677 | 385 170 | 0,50% | Akcje |
| AQR CAPITAL MANAGEMENT LLC | $18 311 647 | 380 700 | 0,49% | Akcje |
| COMERICA BANK | $17 859 837 | 247 503 | 0,48% | Akcje |
| Balyasny Asset Management L.P. | $17 482 041 | 363 452 | 0,47% | Akcje |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $17 469 487 | 363 191 | 0,47% | Akcje |
| WELLINGTON MANAGEMENT GROUP LLP | $17 002 580 | 353 484 | 0,45% | Akcje |
| Aberdeen Group plc | $16 811 239 | 349 506 | 0,45% | Akcje |
| Curi Capital, LLC | $16 454 097 | 342 081 | 0,44% | Akcje |
| AMERIPRISE FINANCIAL INC | $15 975 839 | 332 138 | 0,43% | Akcje |
| TimesSquare Capital Management, LLC | $15 527 171 | 328 270 | 0,42% | Akcje |
Insiderzy spółki 35 insiderów · 22 dyrektorzy generalni · 13 dyrektorzy
| Insider | Rola | Ostatnia aktywność | Posiadane akcje | Kupna 12m | Sprzedaże 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Matthew P Flake | Chief Executive Officer | 11 marca 2026 A | 675 918 | 0 | 3 | $-6 953 592 |
| Jonathan Price | Chief Financial Officer | 13 sierpnia 2026 S | 207 633 | 0 | 4 | $-7 498 827 |
| David J Mehok | Chief Financial Officer | 21 sierpnia 2024 S | 206 883 | 0 | 0 | $0 |
| Jennifer Noel Harris | Chief Financial Officer | 10 września 2020 M | 111 219 | 0 | 0 | $0 |
| Himagiri K Mukkamala | Chief Operating Officer | 11 marca 2026 A | 169 998 | 0 | 3 | $-380 973 |
| Michael S Kerr | General Counsel | 11 września 2026 S | 80 739 | 0 | 7 | $-1 232 406 |
| Kim Rutledge | Chief People Officer | 10 sierpnia 2026 S | 113 913 | 0 | 6 | $-3 281 638 |
| Kirk L Coleman | Chief Business Officer | 10 czerwca 2026 S | 329 658 | 0 | 7 | $-4 989 371 |
| John E Breeden | Chief Delivery Officer | 11 marca 2026 A | 133 128 | 0 | 5 | $-6 403 003 |
| Michael A. Volanoski | Chief Revenue Officer | 12 grudnia 2025 S | 166 512 | 0 | 2 | $-694 343 |
| Barry G Benton | SVP, General Counsel | 10 marca 2022 A | 26 182 | 0 | 0 | $0 |
| Adam D Anderson | Chief Technology Officer | 21 grudnia 2020 M | 72 036 | 0 | 0 | $0 |
| Bharath Oruganti | SVP, Service Delivery | 11 września 2020 S | 20 126 | 0 | 0 | $0 |
| Anthony Charles Hall | SVP, Product and Engineering | 13 lipca 2020 S | 12 378 | 0 | 0 | $0 |
| William M Furrer | CSO and CMO | 13 lipca 2020 M | 77 173 | 0 | 0 | $0 |
| Odus Edward Wittenburg Jr | EVP, Customer Experience | 10 marca 2020 S | 62 504 | 0 | 0 | $0 |
| Rekha Garapati | EVP, Products and Operations | 8 lipca 2019 S | 50 318 | 0 | 0 | $0 |
| Christine Petersen | Chief Revenue Officer | 11 września 2018 S | 27 864 | 0 | 0 | $0 |
| Stephen C Soukup | SVP, Sales | 22 listopada 2016 M | 24 977 | 0 | 0 | $0 |
| Lorrie Schultz | SVP, Marketing | 7 listopada 2016 S | 15 200 | 0 | 0 | $0 |
| Sherri Manning | SVP, People and Places | 26 lipca 2016 M | 11 700 | 0 | 0 | $0 |
| Coy Joyner | SVP, Product Group | 9 czerwca 2016 A | 13 578 | 0 | 0 | $0 |
| Andre L Mintz | Dyrektor | 10 czerwca 2026 A | 7 676 | 0 | 0 | $0 |
| Lynn Antipas Tyson | Dyrektor | 10 czerwca 2026 A | 18 741 | 0 | 0 | $0 |
| Rebecca Lynn Atchison | Dyrektor | 10 czerwca 2026 A | 26 981 | 0 | 0 | $0 |
| James Offerdahl | Dyrektor | 10 czerwca 2026 A | 21 739 | 0 | 1 | $-56 247 |
| Stephen C Hooley | Dyrektor | 10 czerwca 2026 A | 25 523 | 0 | 0 | $0 |
| Margaret Taylor | Dyrektor | 10 czerwca 2026 A | 25 727 | 0 | 0 | $0 |
| Jeffrey T Diehl | Dyrektor | 26 listopada 2024 S | 2 892 | 0 | 0 | $0 |
| H. R. Seale | Dyrektor | 10 czerwca 2024 S | 420 171 | 0 | 0 | $0 |
| Charles T Doyle | Dyrektor | 22 lutego 2021 M | 32 270 | 0 | 0 | $0 |
| Carl James Schaper | Dyrektor | 9 czerwca 2020 A | 27 316 | 0 | 0 | $0 |
| MAPLES MICHAEL J | Dyrektor | 9 czerwca 2020 A | 10 140 | 0 | 0 | $0 |
| Michael M. Brown | Dyrektor | 8 czerwca 2017 A | 4 043 | 0 | 0 | $0 |
| Adams Street Partners, LLC | Posiadacz 10% | 24 maja 2017 J | 3 443 275 | 0 | 0 | $0 |
Insiderzy z zgłoszeń SEC Form 3/4/5; netto = tylko otwarty rynek P/S
Posiadanie ETF-ów Posiadane przez 54 fundusze ETF
Waga odzwierciedla wyłącznie bezpośrednie udziały kapitałowe (N-PORT); fundusze oparte na dźwigni lub instrumentach pochodnych mogą posiadać dodatkowe ekspozycje na swapy, które nie są pokazane.
| Fundusz | Waga | Jednostki | Na dzień | Źródło |
|---|---|---|---|---|
| RSMC · Tidal Trust III | 1,99% | 249 657 NS | 31 lipca 2026 | N-PORT |
| PSCT · Invesco Exchange-Traded Fund Trust … | 1,45% | 137 889 SH | 1 października 2026 | Dziennie |
| SMLL · Harbor ETF Trust | 1,06% | 2 432 NS | 31 lipca 2026 | N-PORT |
| XSHQ · Invesco Exchange-Traded Fund Trust … | 0,90% | 46 091 SH | 1 października 2026 | Dziennie |
| CAFG · Pacer Funds Trust | 0,58% | 2 886 NS | 31 lipca 2026 | N-PORT |
| IWO · iShares Trust | 0,25% | 598 171 SH | 11 września 2026 | Dziennie |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0,24% | 10 287 SH | 1 października 2026 | Dziennie |
| VIOG · VANGUARD ADMIRAL FUNDS | 0,21% | 46 944 SH | 19 sierpnia 2026 | Dziennie |
| VFQY · VANGUARD WELLINGTON FUND | 0,18% | 17 653 SH | 19 sierpnia 2026 | Dziennie |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,18% | 67 969 SH | 19 sierpnia 2026 | Dziennie |
| JPSE · J.P. Morgan Exchange-Traded Fund Tr… | 0,18% | 17 482 NS | 31 lipca 2026 | N-PORT |
| BKSE · BNY Mellon ETF Trust | 0,16% | 2 318 NS | 31 lipca 2026 | N-PORT |
| VIOO · VANGUARD ADMIRAL FUNDS | 0,16% | 219 073 SH | 19 sierpnia 2026 | Dziennie |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,14% | 16 354 NS | 31 lipca 2026 | N-PORT |
| ESSC · Strategy Shares | 0,14% | 816 NS | 31 lipca 2026 | N-PORT |
| IGV · iShares Trust | 0,13% | 286 201 SH | 11 września 2026 | Dziennie |
| IWM · iShares Trust | 0,13% | 1 629 530 SH | 11 września 2026 | Dziennie |
| RSSL · Global X Funds | 0,12% | 30 438 NS | 31 lipca 2026 | N-PORT |
| ISCG · iShares Trust | 0,12% | 19 186 SH | 11 września 2026 | Dziennie |
| VIOV · VANGUARD ADMIRAL FUNDS | 0,12% | 49 148 SH | 19 sierpnia 2026 | Dziennie |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,09% | 365 750 SH | 19 sierpnia 2026 | Dziennie |
| VBK · VANGUARD INDEX FUNDS | 0,08% | 793 398 SH | 19 sierpnia 2026 | Dziennie |
| ESML · iShares Trust | 0,08% | 35 106 SH | 11 września 2026 | Dziennie |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,07% | 36 335 SH | 1 października 2026 | Dziennie |
| DFAS · Dimensional ETF Trust | 0,07% | 175 786 NS | 31 lipca 2026 | N-PORT |
| TEXN · iShares Trust | 0,06% | 193 SH | 11 września 2026 | Dziennie |
| FTEC · FIDELITY COVINGTON TRUST | 0,06% | 194 243 NS | 31 lipca 2026 | N-PORT |
| NUSC · Nushares ETF Trust | 0,06% | 12 469 NS | 31 lipca 2026 | N-PORT |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0,05% | 17 876 SH | 1 października 2026 | Dziennie |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,05% | 2 353 SH | 1 października 2026 | Dziennie |
| VGT · VANGUARD WORLD FUND | 0,04% | 1 541 562 SH | 19 sierpnia 2026 | Dziennie |
| WSML · iShares Trust | 0,03% | 3 697 SH | 11 września 2026 | Dziennie |
| VXF · VANGUARD INDEX FUNDS | 0,03% | 717 930 SH | 19 sierpnia 2026 | Dziennie |
| VB · VANGUARD INDEX FUNDS | 0,03% | 1 367 297 SH | 19 sierpnia 2026 | Dziennie |
| TECB · iShares Trust | 0,02% | 1 974 SH | 11 września 2026 | Dziennie |
| IGM · iShares Trust | 0,02% | 29 423 SH | 11 września 2026 | Dziennie |
| TILT · FlexShares Trust | 0,01% | 4 898 NS | 31 lipca 2026 | N-PORT |
| ESGV · VANGUARD WORLD FUND | 0,01% | 13 991 SH | 19 sierpnia 2026 | Dziennie |
| DFAC · Dimensional ETF Trust | 0,01% | 71 536 NS | 31 lipca 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,01% | 2 596 NS | 31 lipca 2026 | N-PORT |
| ITOT · iShares Trust | 0,01% | 80 795 SH | 11 września 2026 | Dziennie |
| IWV · iShares Trust | 0,01% | 16 687 SH | 11 września 2026 | Dziennie |
| DCOR · Dimensional ETF Trust | 0,00% | 2 644 NS | 31 lipca 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,00% | 8 739 NS | 31 lipca 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 9 950 NS | 31 lipca 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 1 888 813 SH | 19 sierpnia 2026 | Dziennie |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,00% | 50 272 SH | 19 sierpnia 2026 | Dziennie |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 5 250 SH | 19 sierpnia 2026 | Dziennie |
| IJR · iShares Trust | · | 3 822 540 SH | 10 września 2026 | Dziennie |
| IJT · iShares Trust | · | 372 767 SH | 9 września 2026 | Dziennie |
| IJS · iShares Trust | · | 206 271 SH | 8 września 2026 | Dziennie |
| XJR · iShares Trust | · | 8 633 SH | 31 sierpnia 2026 | Dziennie |
| ISCB · iShares Trust | · | 2 708 SH | 11 września 2026 | Dziennie |
| SMLF · iShares Trust | · | 24 910 SH | 11 września 2026 | Dziennie |
QTWO Konsensus analityków Bycze i niedźwiedzie opinie analityków, 12-miesięczny cel cenowy, potencjał wzrostu
ocena · 20 analityków
KUP
Średni cel
$75.00
+33,0%
5 25,0%
Mocne kupno
12 60,0%
Kup
3 15,0%
Trzymaj
0 0,0%
Sprzedaj
0 0,0%
Mocna sprzedaż
12-miesięczny cel cenowy
12 analityków · 2026-09-29Średnia cel $76.50 +35,7%
← Poniżej wszystkich celów
Aktualna cena $56.38
Niski$68.00
Średnia$76.50
Wysoki$82.00
Porównanie z porównywalnymi firmami (podbranża GICS) Kluczowe metryki w porównaniu do konkurentów z sektora
Podstawa R/R, ceny według zamknięcia z ostatniego końca roku obrotowego każdej spółki.
| Ticker | Kapitalizacja Rynkowa | P/E | Przychody r/r | Marża Netto | ROE | Marża brutto |
|---|---|---|---|---|---|---|
| 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% |
Moje wskaźniki Twoja osobista lista obserwowanych — wybrane wiersze z Pełnych Fundamentów
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Źródło: SEC 10-Q złożone Lip 29, 2026