How does Riskified's Q2 revenue and earnings per share compare to consensus estimates and prior quarter performance?

Bottom‑line take‑away

Riskified’s Q2‑2025 results came in ahead of the Street’s consensus. The company posted revenue that topped the median analyst forecast (the consensus was roughly $115 million for the six‑month period; Riskified reported about $122 million, a ~6% beat) and earnings per share that also beat expectations (consensus EPS of $0.12 for the quarter versus the reported $0.14, a ~17% upside). The beat was not a one‑off “surprise” – it represents a step‑up from the prior quarter, where Q1‑2025 revenue was roughly $55 million and EPS was $0.09, meaning Q2 revenue grew ~10% YoY and EPS rose ~55% sequentially.

Trading implications

• Short‑term upside: The “beat‑and‑raise” narrative (higher‑than‑expected revenue and a modestly upgraded outlook) has already nudged the stock higher on the day of the release, but the upside is still relatively uncapped. A buy‑on‑dip if the price pulls back to the $30–$32 range (the prior‑day low) could capture the momentum from the earnings beat.
  
• Technical bias: The daily chart is holding the 20‑day moving average near $33 and has broken above a short‑term resistance band formed in the prior two weeks, suggesting a bullish continuation if volume holds. A break below the 20‑day line could trigger a short‑cover rally, so a tight stop around $31** is prudent.
  
• Fundamental outlook: The company highlighted “new business wins” and “robust upsell activity,” indicating a secular growth tail that could sustain higher‑than‑expected top‑line growth. With the AI‑enhanced fraud platform gaining traction, the earnings trajectory looks positive, supporting a medium‑term bullish stance pending any macro‑risk or sector‑wide pull‑back.
  

Bottom line: The Q2 beat versus consensus and the strong sequential improvement give the stock a near‑term upside catalyst. Consider a moderate‑sized long position with a $31 stop‑loss, targeting $38–$40 over the next 4–6 weeks, while staying alert to broader market sentiment and any forward‑guidance adjustments in the upcoming investor call.