QUALYS, INC.
Qualys (QLYS) shares reacted to its Q2 results, which beat expectations, and the company raised full-year guidance, citing demand for its AI-driven risk operations platform and new InstaScan capability. The stock closed at $186.05, down 5.02% on the day, while guidance and AI product updates are weighed against valuation and execution risks.
Qualys (NASDAQ:QLYS) reported Q2 2026 revenue of $182.2 million, up 11% year over year, and non-GAAP EPS of $1.98. The company raised full-year 2026 guidance to $732 million to $738 million revenue and $7.74 to $7.88 EPS. It also cited higher channel and international growth and $83.8 million adjusted EBITDA.
Analyst estimates for Qualys, Inc. show the average 12-month price target rising from $176.62 to $180.07, based on 15 analysts. Targets range from $130 to $220. Using the Aug. 13 close, the update implies about 8% downside. The consensus rating remains “Hold” (5 Buys, 16 Holds, 1 Sell) among 22 analysts.
Over the past 7 days, alphai's AI scored 4 news stories mentioning QLYS (QUALYS, INC.). Coverage has skewed bullish: 3 bullish, 1 neutral, and 0 bearish.
Recent QLYS coverage spans earnings, financial news and technology.
In the last 30 days, QLYS insiders filed 11 SEC Form 4 transactions — no purchases and 11 sales ($468K). The most active reporter was Kim Joo Mi, CHIEF FINANCIAL OFFICER, with 6 filings. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.
Raised guidance plus AI product momentum are positives, but the article flags valuation risk and near-term execution concerns.
Raised full-year guidance plus stronger profitability and billings suggest improving demand and execution for Qualys’ ETM platform.
Analyst target lift is modest and consensus remains Hold, suggesting limited incremental fundamental signal.
Qualys’ reported growth and cash flow acceleration, plus product adoption, is a positive fundamental read-through for near-term sentiment and estimates.
Raised guidance after a strong run increases near-term momentum, but the article flags valuation risk and uncertainty around pricing and margins.
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) shares reacted to its Q2 results, which beat expectations, and the company raised full-year guidance, citing demand for its AI-driven risk operations platform and new InstaScan capability. The stock closed at $186.05, down 5.02% on the day, while guidance and AI product updates are weighed against valuation and execution risks.
6 min readQualys (NASDAQ:QLYS) reported Q2 2026 revenue of $182.2 million, up 11% year over year, and non-GAAP EPS of $1.98. The company raised full-year 2026 guidance to $732 million to $738 million revenue and $7.74 to $7.88 EPS. It also cited higher channel and international growth and $83.8 million adjusted EBITDA.
6 min readAnalyst estimates for Qualys, Inc. show the average 12-month price target rising from $176.62 to $180.07, based on 15 analysts. Targets range from $130 to $220. Using the Aug. 13 close, the update implies about 8% downside. The consensus rating remains “Hold” (5 Buys, 16 Holds, 1 Sell) among 22 analysts.
1 min readQualys (QLYS) reported that Q2 included accelerated billings, strong cash flow, and increased adoption of products such as ETM and Patch Management, according to a Canaccord Genuity Growth Conference audio transcript. The company attributed growth to AI and remediation innovation and a move toward holistic risk management, while emphasizing customer trust and operational execution.
1 min readQualys (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.
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