$QLYS

Qualys earnings beat by $0.19, revenue topped estimates

Qualys (NASDAQ: QLYS) reported Q2 EPS of $1.98, $0.19 above the analyst estimate of $1.79. Revenue was $182.17M, above the $178.63M consensus. The stock closed at $161.06, up 70.83% over three months and 23.58% over 12 months, according to Investing.com.

Original reporting
Published Aug 5, 2026, 3:01 AM UTC
Analysis
alphai AI DeskAI-generated
Added to alphai Aug 5, 2026, 7:15 AM UTC. Informational, not investment advice.
How this was made
alphai summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
alphai market briefEarnings
Primary signal
$QLYS
Bullish
medium confidence
Mentioned
$QLYS
Relevance
8/10
alphai data visualization · based on investing.com
Decision brief

The 30-second read

$QLYSBullishMed
01

Why it matters

Traders can use the beat versus consensus as a near-term catalyst, but decision quality is reduced because guidance and qualitative drivers are not provided.

02

Market read

Earnings beat on EPS and revenue is the primary tradable input, but the lack of guidance limits conviction.

03

What to watch

The article omits management guidance, billings/backlog, and commentary on AI spending or customer budgets, which are key for sustaining the move.

Relevance 8/10Novelty 7/10Timing: post-earnings, pre-market positioning after the Q2 print

Background

The piece frames Qualys’s Q2 results and includes revision counts and a promotional “buy” prompt, but does not add new forward-looking fundamentals.

Company-level read

Ticker impact

$QLYSBullishMedium confidence
Context

Qualys reported Q2 EPS of $1.98, beating the $1.79 estimate, and revenue of $182.17M versus $178.63M consensus.

Expected impact

Bias modestly positive for the next session, with follow-through dependent on management commentary not included here.

Evidence & confidence

The only concrete, company-specific datapoints are the reported EPS and revenue versus consensus, plus general stock performance and revision counts.

Market effects

Reinforces demand and pricing power for cybersecurity/asset vulnerability management spend, but no sector-wide data is provided.

No regional macro or cross-market linkage is described.

No international regulatory or global customer concentration details are included.

Counterpoint

A beat may already be priced given the stock’s strong 3-month and 12-month run-up, so upside may be limited without forward guidance.

Key entities

  • Qualys

    Reported Q2 EPS and revenue versus analyst consensus in the article.

Related articles

$QLYSMedAI 8/10

Qualys, Inc. Q2 2026 Earnings Call Summary

Qualys reported Q2 2026 earnings call updates focused on AI-driven threat acceleration and shifting bottlenecks from detection to remediation. Management raised full-year 2026 revenue guidance to $732 million–$738 million, assuming ~105% net dollar expansion. It cited 22% channel-led growth, 54% of revenue from partners, and $76.8 million in Q2 buybacks. Qualys also highlighted FedRAMP High and CISA 72-hour remediation mandates.

$QLYSHighAI 9/10

Why Qualys Stock Crushed it on Wednesday

Qualys (NASDAQ: QLYS) reported Q2 results before market open, posting revenue of about $182.2M, up 11% year over year, and non-GAAP net income above $69M, up 13% to $1.98 per share. The company cited sustained demand and AI-enhanced offerings. Guidance for Q3 and FY2026 included revenue and adjusted EPS targets that beat consensus, and shares rose nearly 14% on the day.