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QLYSBullishEarningsShort Term

High materiality8/10

Qualys Announces Second Quarter 2026 Financial Results

StockNews.AIAug 4, 4:05 PM EDT1 source

Trading thesisImportance 8/10

QLYS likely to trade higher near term on raised guidance and strong cash flow; 0–12 months.

AI summary

What happened and why it matters

Qualys posted a solid Q2’26 with 11% revenue growth to $182.2M and higher profitability, lifting full-year revenue guidance to $732–$738M. GAAP EPS rose to $1.50 and non-GAAP EPS to $1.98, while adjusted EBITDA reached $83.8M. The company also secured FedRAMP High for TotalCloud CNAPP and announced AI collaborations, signaling accelerated enterprise adoption and potential upside to margins and ARR over the next 12–18 months.

22Q2 revenue growth and raised 2026 guidance may drive multiple expansion.
FedRAMP CNAPP authorization could unlock federal/regulated deals and cross-sell.
AI partnerships with Anthropic/OpenAI suggest longer-term AI security upside.

Sentiment rationale

Raised 2026 guidance, strong Q2 cash flow, and CNAPP federal authorization are price-sensitive positives. Historically, similar guidance upgrades in cloud security peers tend to trigger short- to medium-term upside as investors reassess growth and margins.

Key facts

01
Q2 revenue rose 11% to $182.2M; YoY growth.
02
GAAP EPS $1.50; non-GAAP EPS $1.98; EBITDA $83.8M.
03
Full-year 2026 revenue guided to $732–$738M; Q3 guide $185.5–$187.5M.
04
FedRAMP High for TotalCloud CNAPP; AI collaborations with Anthropic/OpenAI; Frost Radar honors.

Earnings

Category: Earnings. The release centers on quarterly results, raised full-year guidance, and strategic product/AI partnerships, aligning with a software security growth narrative and potential for ARR expansion. The FedRAMP CNAPP achievement adds credibility to Federal and regulated-tenant traction, suggesting durable growth optionality.