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Q2 Holdings Q4 2025: Cloud Migration Catalyst vs Sector Beta — Doorway State at RSI 17
Q2 Holdings (QTWO) sits in a doorway state — fundamentals accelerating (backlog +21% YoY, cloud migration completing Feb 2026, EBITDA margins expanding 150-200bps) while price collapses (RSI 17, $53 vs $100 analyst consensus, -41.6% YTD). Factor decomposition shows only 54% idiosyncratic variance —
Q2 Holdings: First Operating Profit Ever, Stock at RSI 15 After 44% Selloff
Q2 Holdings (QTWO) reported its first GAAP operating profit in company history — $39.9M for FY2025, swinging from a ($42.3M) operating loss the prior year — while the stock collapsed to RSI 15.1, down 44% over 12 months to $51.77. Every profitability metric inflected: gross margin expanded 320bps to
EDU Q2 FY2026 - Quality-Over-Expansion Playbook Delivers 207% Operating Income Growth
New Oriental Education (EDU) reported Q2 FY2026 results on January 28, 2026, revealing a profitability inflection driven by operational discipline following China's tutoring crackdown. Non-GAAP operating income surged 206.9% year-over-year, while net income increased 6,068.6%. Operating margin expan