US · Technology · Software - Infrastructure
EPS came in at 1.56 against a street estimate of 1.27 — a beat of 22.8%.
Analysts rate Qualys Inc a hold (4 buy, 17 hold, 1 sell out of 22) with an average price target of $181.03.
CONFIDENT Qualys beat Q2 revenue (11% YoY) and raised FY26 guidance to 9–10% growth. AI-native risk operations center gaining traction; new InstaScan and autonomous remediation capabilities positioning company for accelerated long-term growth. Q2 2026 International outpacing domestic; channel driving 54% of revenue (up from 49%), with partner growth at 22% YoY. Analysts pressed on Mythos spending timing, ETM new-booking mix stagnation, and back-half conservatism. Management clarified urgency is real but in POC/strategic-planning phase; Q2 strength from pre-Mythos ETM cohort, not yet broad market shift. Reiterated confidence in long-term acceleration without forecasting near-term inflection. 2026-08-04…
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| Fund | Stake |
|---|---|
| BlackRock Inc | 16.66% |
| Vanguard Portfolio Management, LLC | 7.79% |
| Vanguard Capital Management, LLC | 4.60% |
| State Street Corp | 4.21% |
| Legal & General Group PLC | 4.15% |
| Geode Capital Management, LLC | 4.07% |
| AQR Capital Management LLC | 4.03% |
| First Trust Advisors L.P. | 3.27% |
| Document | Date |
|---|---|
| Quarterly report · Q2 2026 QUALYS, INC. – Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Six-month revenue (ended June 30, 2026): $357.8 million, up from $324.0 million in same perio | 2026-08-04 |
| Results announced · Q3 2026 QUALYS Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q2 2026 revenue: $182.2 million, up 11% year-over-year from $164.1 million in Q2 2025 • GAAP net | 2026-08-04 |
| Board / officer change · Q2 2026 QUALYS, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Annual shareholder meeting held June 10, 2026 • Shareholder attendance: 31,972,103 shares present | 2026-06-11 |
| Quarterly report · Q1 2026 QUALYS, INC. - Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Q1 2026 Revenue: $175,638 thousand, up 9.8% versus Q1 2025 ($159,899 thousand) • Q1 2026 Net | 2026-05-05 |
| Results announced · Q2 2026 QUALYS Q1 2026 FINANCIAL RESULTS SUMMARY HEADLINE NUMBERS • Q1 2026 Revenue: $175.6 million, up 10% year-over-year from $159.9 million in Q1 2025 • | 2026-05-05 |
| Proxy statement · Q2 2026 QUALYS, INC. – PROXY STATEMENT SUMMARY --- EXECUTIVE PAY • CEO Sumedh S. Thakar's total compensation figures are not disclosed in the provided docu | 2026-04-22 |
| Annual report FY2025 QUALYS, INC. - FORM 10-K SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Revenue for fiscal year 2025: $669.1 million (up from $607.6 million in 202 | 2026-02-20 |
| Results announced · Q1 2026 QUALYS, INC. - Q4 & FULL YEAR 2025 EARNINGS SUMMARY HEADLINE NUMBERS • Q4 2025 Revenue: $175.3 million, +10% YoY (Q4 2024: $159.2 million) • Full Y | 2026-02-05 |
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