Qualys stock reports 11.00 percent revenue growth in Q2
Published on 09/29/2026 at 17:20 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
Qualys stock reported USD 182.18 million in second-quarter fiscal 2026 revenue on August 4, 2026, up 11.00 percent from the prior-year quarter. The result combined double-digit sales growth with adjusted EPS of USD 1.98, giving the cybersecurity company a stronger earnings base for the rest of the year.
Revenue clears prior year
According to Yahoo Finance on September 5, 2026, Qualys increased quarterly revenue from USD 164.10 million to USD 182.20 million, while GAAP operating income rose 20.00 percent to USD 61.90 million. Operating margin reached 34.00 percent, compared with 31.00 percent in the year-earlier period.
The earnings mix also favored cash generation. Operating cash flow reached USD 59.60 million in Q2 FY26, compared with USD 33.80 million a year earlier, a 77.00 percent increase, while adjusted EBITDA margin reached 46.00 percent.
Guidance moves higher
Qualys raised full-year 2026 revenue guidance to USD 732.00 million-738.00 million from USD 721.00 million-727.00 million, according to Yahoo Finance on September 5, 2026. Full-year non-GAAP EPS guidance rose to USD 7.74-7.88 from USD 7.44-7.65, while GAAP EPS guidance reached USD 5.76-5.90.
Third-quarter revenue guidance of USD 185.50 million-187.50 million implies growth of 9.00 percent-10.00 percent. That range sits below the 11.00 percent growth delivered in Q2, so the central question is whether newer cloud security products can preserve the company's earnings pace.
Analyst target stays contested
Wedbush downgraded Qualys from Outperform to Neutral and raised its price target from USD 125.00 to USD 175.00 in a September 11, 2026 report, according to MarketScreener. The change captures the tension around Qualys: earnings are advancing, while the rating remains cautious.
A broader survey still showed a consensus Hold rating from 17 brokerages and an average 12-month target of USD 173.87 on September 12, 2026, according to MarketBeat. The split between raised targets and neutral ratings leaves execution against the higher guidance as the key valuation test.
Market value and yearly range
Qualys had a market capitalization of USD 6.1 billion on September 29, 2026. Its 52-week range stood at USD 74.51-201.54, placing the company among established software infrastructure names with a valuation tied closely to recurring cloud security growth.
Qualys stock facts
- Company: Qualys, Inc.
- Ticker: QLYS
- Primary exchange: NASDAQ
- Market capitalization: USD 6.1 billion (as of September 29, 2026)
- 52-week range: USD 74.51-201.54 (as of September 29, 2026)
- Sector / Industry: Technology / Software - Infrastructure
