Qualys (QLYS) reported earnings 30 days ago. What's next for the stock?
Qualys delivered Q2 2026 results above consensus, maintaining solid revenue growth, expanding margins, and robust cash generation. QLYS benefits from GenAI-driven threat complexity, a healthy pipeline, and the launch of QFlex, supporting improved net dollar retention and customer wallet share. Management raised FY26 revenue guidance by 1.5% and EPS by 3.6%, reflecting confidence in pipeline conversion and operational execution.
Does Qualys (QLYS) have what it takes to be a top stock pick for momentum investors? Let's find out.
Qualys NASDAQ: QLYS executives said the company's second-quarter performance reflected growing customer demand for vulnerability remediation, patch management and Enterprise TruRisk Management, or ETM, while positioning newer products as potential drivers of longer-term growth.
Qualys (QLYS) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).
Qualys delivered a strong quarter with 16% current billings growth, 11% revenue growth, and improved net dollar expansion to 105%. Management raised full-year revenue guidance, citing momentum from ETM and CSAM adoption, but acknowledges growth is not yet at breakout levels. Profitability remains a standout, with 46% adjusted EBITDA margins and $703 million in cash, supporting continued investment and capital returns.
QLYS tops Q2'26 estimates as channel revenues jump 22%, margins widen, and management raises its 2026 revenue and earnings outlook.
Qualys, Inc. (QLYS) Q2 2026 Earnings Call Transcript
Qualys NASDAQ: QLYS reported second-quarter 2026 revenue growth of 11% to $182.2 million and raised its full-year outlook, citing improved upsell execution, growing channel contribution and customer interest in its enterprise risk-management platform and automated remediation capabilities.
Qualys (QLYS) came out with quarterly earnings of $1.98 per share, beating the Zacks Consensus Estimate of $1.78 per share. This compares to earnings of $1.68 per share a year ago.
Qualys is rated Buy, with a 13%+ upside expected over the next year, driven by surging vulnerability management demand. Recent analyst upgrades, especially from JPMorgan, and industry tailwinds have fueled a significant rally in QLYS shares. QLYS benefits from AI-driven vulnerability detection, new product launches, and robust management guidance for FY2026.
Qualys (QLYS) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.