Q2 revenue grew 11% to $182.2M with operating cash flow jumping 77%. Raised 2026 revenue guidance to $732-$738M (+9% YoY) and adjusted EPS forecast to $7.74-$7.88 (+9% YoY). TotalAI platform addresses visibility and controls for enterprise AI adoption. Rated Zacks Rank #1 (Strong Buy).
Strong Q2 earnings beat with 11.24% upside to EPS consensus, 11% revenue growth, raised full-year guidance, improved margins (45% non-GAAP operating margin), robust free cash flow generation ($55.9M in Q2), and successful expansion into new product categories (AI security, patch management). Zacks Rank #1 (Strong Buy) with upward estimate revisions.
Articles that tag QLYS but are mainly about other companies.
Mentioned as a competitor in vulnerability management with narrower focus than Fortinet. No specific performance data or sentiment indicators provided in the article.
Qualys is mentioned as a peer comparison with 78.1% six-month returns and a significantly lower P/S multiple of 7.68X compared to PANW's 18.97X, suggesting it may offer better value, though no specific operational details are provided.
Mentioned as an industry peer with significantly lower valuation (8.38X P/S) and modest YTD returns of 40%, positioning it as a more conservatively valued alternative in the security sector.
Mentioned as a competitor in network security, but no specific performance data or sentiment indicators provided.
Listed as a key CSPM provider but no specific recent developments or market positioning details are provided.
Articles and sentiment ratings from Massive / Polygon. Sentiment is the provider's model rating for this company, not Gainbot's view.
Sources: Massive / Polygon daily aggregates (split-adjusted) · SEC filings via Massive · FINRA settlements via Massive · Financial Modeling Prep. Figures are dated where shown; research is informational, not investment advice. Methodology
