Raymond James analyst Terry Tillman said his firm's channel checks indicate Q2 Holdings (QTWO) beat out Fiserv (FISV), FIS (FIS) and NCR Corp. (NCR) and signed new a new Tier 1 digital banking customer in the Northeast with over $12B in deposits. The rollout should be completed by mid-2017, Tillman told investors in a pre-open research note. He believes Q2 has continued to see bookings improve from Q2 and Q3 levels and that 30%-plus revenue growth remains achievable. The analyst has an Outperform rating on the shares. Q2 is up 35c to $31.60 in early trading.