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ATLCAtlanticus Holdings CorporationBuy Wait6.9·$93.20+0.16%

Atlanticus Holdings (ATLC) Q2 2026 earnings — TrendMatrix coverage

BEAT+4.8% vs estimateEPS $2.50 vs $2.38 estCurrent verdict Buy (Wait) 6.9/10

Reported

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure

Event detail · Q2 2026

Key numbers

Reported EPS
$2.50
Estimate
$2.38
Surprise
+4.8%
Revenue (period 2026-06-30)
$744.3M
Score today
6.9/10

Revenue source: xbrl.

Report record · Q2 2026

How the report landed

Atlanticus Holdings (ATLC) beat the $2.38 estimate with diluted EPS of $2.50 — a clear 4.8% upside surprise.

Current read · as of 2026-09-17

Where TrendMatrix's rating stands now

TrendMatrix currently rates ATLC Buy (Wait) at 6.9/10; no pre/post engine snapshot brackets this report.

3 of the last 4 quarters beat the estimate; this quarter's +4.8% surprise compares with a +6.7% four-quarter average. Next scheduled report: 2026-11-09.

What supports the rating

  • V7 quality resilience bonus: +0.2 (Q=7.6 in RISK_OFF)
  • Sector modifier (Financial Services): +1.0

What argues against it

  • Concentration risk — Customer: five largest retail partners (85.0%)
  • Leverage penalty (D/E 8.5): -1.5
  • Insider activity concern

This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.

Current engine read

The levels TrendMatrix's engine tracks

Current price
$93.20
Entry target
$89.34
Price target
$113.62
Stop
$82.39
Upside to target
+21.9%
Reward-to-risk
2.9:1

The stock trades at 12.3× trailing but 7.0× forward earnings — consensus estimates already build in a substantial earnings recovery.

Model outputs from TrendMatrix’s engine as of 2026-09-17 — shown for context, not personalized investment advice.

Financial Services context

ATLC at TrendMatrix's latest read

For financials, the EPS print is only half the story: credit costs, reserve builds, and rate sensitivity decide how a quarter actually lands.

Industry
Credit Services
Market cap
$1.41B
P/E (fwd)
7.0
P/E (ttm)
12.3
52-week range
$47.50$114.34
Off 52-week high
18.5%
RSI (14)
51
Volume vs avg
0.77×
Score today
6.9/10

Earnings figures are sourced from TrendMatrix’s pipeline (EPS: existing earnings extraction; revenue: SEC XBRL company facts where available, yfinance-provisional otherwise). Not a buy/sell rating, a price target, or investment advice — see the current verdict on the stock’s main page for TrendMatrix’s live read.

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