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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.
What happened, with direct paths to the underlying reporting
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.
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