QUALYS, INC.
Qualys (QLYS) reported Q2 2026 results that beat expectations and raised full-year revenue and earnings guidance, citing stronger demand for its AI-driven security offerings. The stock rose sharply, with 7-day and 90-day returns of 26.83% and 94.72%. The article compares a $183.58 close to a $113.91 “fair value” estimate and notes valuation metrics and risks to revenue visibility.
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.
Qualys said it is expanding its TotalAI offering on the Qualys Enterprise TruRisk Platform to help enterprises discover, test, monitor and govern AI risk from design to production. The company claims TotalAI provides visibility into AI use, agent and model integrations, and audit-ready evidence using TruRisk scoring, aligned with US and EU policy needs.
Over the past 7 days, alphai's AI scored 20 news stories mentioning QLYS (QUALYS, INC.). Coverage has skewed bullish: 18 bullish, 2 neutral, and 0 bearish.
Recent QLYS coverage spans earnings and technology.
In the last 30 days, QLYS insiders filed 19 SEC Form 4 transactions — no purchases and 19 sales ($981K). The most active reporter was Thakar Sumedh S, CEO & PRESIDENT, with 8 filings. 100% of activity was filed under pre-arranged Rule 10b5-1 plans.
Raised guidance after a strong run increases near-term momentum, but the article flags valuation risk and uncertainty around pricing and margins.
Guidance raise plus specific federal and product execution drivers (ROC, ETM conversion, QFlex) create a near-term re-rating catalyst for QLYS.
Product expansion into AI governance and adversarial testing could support incremental demand for Qualys’ security and compliance platform.
The earnings beat plus upside guidance likely supports continued momentum and reduces near-term downside risk for QLYS.
Raised Q2 results and full-year guidance, plus a new AI vulnerability scanning product, likely supports near-term upside but increases execution expectations.
alphai scores every news story that mentions QLYS with an AI model for sentiment and relevance, and aggregates insider trades from QUALYS, INC.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Qualys (QLYS) reported Q2 2026 results that beat expectations and raised full-year revenue and earnings guidance, citing stronger demand for its AI-driven security offerings. The stock rose sharply, with 7-day and 90-day returns of 26.83% and 94.72%. The article compares a $183.58 close to a $113.91 “fair value” estimate and notes valuation metrics and risks to revenue visibility.
6 min readQualys 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.
7 min readQualys said it is expanding its TotalAI offering on the Qualys Enterprise TruRisk Platform to help enterprises discover, test, monitor and govern AI risk from design to production. The company claims TotalAI provides visibility into AI use, agent and model integrations, and audit-ready evidence using TruRisk scoring, aligned with US and EU policy needs.
3 min readQualys (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.
6 min readQualys (QLYS) shares rose about 14% after hours following Q2 results. Revenue was $182.18M, up 11% YoY and above the $178.68M estimate. Adjusted EBITDA was $83.8M. The company raised FY2026 revenue guidance to $732M-$738M and EPS to $7.74-$7.88. It also launched InstaScan for faster vulnerability detection.
4 min readQualys (NasdaqGS: QLYS) launched InstaScan, an AI-driven scanless vulnerability detection feature within its TruRisk platform, aimed at continuous real-time threat correlation. The company also joined the CSAI Foundation as a Vanguard member to help shape trusted AI frameworks. The article notes QLYS shares trade about 21% above a consensus target near $133.35.
4 min readQualys (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.
2 min readQualys reported Q2 2026 diluted EPS of $1.98 on revenue of $182.2 million, topping analyst forecasts of $1.78 and $178.63 million, and raised full-year 2026 revenue guidance to $732 million to $738 million and EPS to $7.74 to $7.88. The stock rose 13% after hours to $182.
4 min readQualys (NASDAQ:QLYS) presented its Q2 2026 investor deck on Aug. 4, highlighting a shift to its Enterprise TruRisk Platform and raised full-year guidance. Q2 revenue was $182.2M vs $178.63M consensus, and diluted EPS was $1.98 vs $1.78. Shares rose 13% after hours to $182. First-half revenue was $358M, up 10%.
6 min readQualys (QLYS) reported Q2 2026 revenue of $182.2M, up 11% year over year, citing AI-native risk management innovation and strong channel performance. The company raised full-year guidance, pointing to continued momentum in ETM, patch management, and QFlex adoption, and highlighting autonomous remediation and validated risk quantification.
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