Qualys Lifts Full-Year Outlook as Q2 Revenue Climbs 11% and Margins Expand
QLYS has more than doubled off its 52-week low of $74.51.
Summary
Qualys posted Q2 2026 revenue of $182.2M, an 11% year-over-year increase, alongside non-GAAP EPS of $1.98. Reflecting confidence in its cloud security platform and AI-driven solutions, the company raised its full-year revenue guidance to $732M–$738M and GAAP EPS guidance to $5.76–$5.90.
Key Events · Earnings and Guidance · QLYS
-
Q2 Revenue and Profitability Beat
Revenue reached $182.2M, up 11% year over year, while non-GAAP EPS of $1.98 came in ahead of typical estimates. The adjusted EBITDA margin expanded to 46%.
-
Full-Year Guidance Raised
Management lifted its revenue outlook to $732M–$738M, up from $721M–$727M, and raised GAAP EPS guidance to $5.76–$5.90, compared with the prior $5.40–$5.61.
-
Operating Cash Flow Surge
Operating cash flow jumped 77% year over year to $59.6M, representing 33% of revenue—a sharp increase from 21% a year ago.
-
FedRAMP High Authorization
TotalCloud secured FedRAMP High Authorization, unlocking federal market opportunities for Qualys's cloud-native security platform.
Analysis · QLYS · Technology
A solid quarter featuring 11% revenue growth and an across-the-board guidance raise points to accelerating business momentum. Expanding margins and a 77% surge in operating cash flow further underscore the improving trajectory. With the stock already trading near its 52-week high, much of the optimism appears priced in, yet the upwardly revised outlook still offers fresh upside potential.
How filings like this one have moved
In the 30 days to Oct 1, 2026, 30.2% of the 1645 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was -0.49%. These are measured outcomes after filings of this importance, not a forecast for this one.
Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset
At the time of this filing, QLYS was trading at $180.02 on NASDAQ in the Technology sector, with a market capitalization of approximately $5.7B. The 52-week trading range was $74.51 to $167.86. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.