Qualys (NASDAQ:QLYS - Get Free Report) updated its fourth quarter 2026 earnings guidance on Tuesday morning. The company provided earnings per share (EPS) guidance of 2.050-2.120 for the period, compared to the consensus estimate of 1.860. The company issued revenue guidance of $191.0 million-$193.0 million, compared to the consensus revenue estimate of $190.9 million. Qualys also updated its FY 2026 guidance to 8.070-8.140 EPS.
Qualys Stock Up 6.3%
NASDAQ:QLYS opened at $202.46 on Tuesday. The company has a fifty day simple moving average of $191.07 and a two-hundred day simple moving average of $137.06. The company has a market cap of $7.01 billion, a price-to-earnings ratio of 35.03 and a beta of 0.54. Qualys has a 52 week low of $74.51 and a 52 week high of $235.54.
Qualys (NASDAQ:QLYS - Get Free Report) last posted its quarterly earnings results on Monday, November 9th. The software maker reported $2.12 EPS for the quarter, beating the consensus estimate of $1.96 by $0.16. Qualys had a return on equity of 37.52% and a net margin of 29.38%. The business had revenue of $188.05 million during the quarter, compared to analysts' expectations of $186.63 million. During the same period last year, the firm earned $1.86 EPS. The company's quarterly revenue was up 10.7% compared to the same quarter last year. On average, analysts expect that Qualys will post 5.84 EPS for the current year.
Analyst Ratings Changes
QLYS has been the topic of a number of recent research reports. Northland Securities set a $208.00 target price on Qualys in a research note on Wednesday, August 5th. Canaccord Genuity Group set a $190.00 price target on shares of Qualys in a report on Wednesday, August 5th. Weiss Ratings raised shares of Qualys from a "hold (c+)" rating to a "buy (b-)" rating in a research report on Thursday, October 8th. Jefferies Financial Group upped their price objective on shares of Qualys from $150.00 to $185.00 and gave the stock a "hold" rating in a report on Wednesday, August 5th. Finally, TD Cowen lifted their price objective on Qualys from $170.00 to $200.00 and gave the stock a "hold" rating in a research note on Tuesday, October 13th. One investment analyst has rated the stock with a Strong Buy rating, four have given a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, Qualys has an average rating of "Hold" and an average target price of $189.87.
Check Out Our Latest Stock Analysis on QLYS
Insiders Place Their Bets
In other news, insider Bruce Posey sold 881 shares of the company's stock in a transaction that occurred on Tuesday, October 20th. The shares were sold at an average price of $189.52, for a total transaction of $166,967.12. Following the completion of the sale, the insider owned 57,807 shares of the company's stock, valued at approximately $10,955,582.64. This represents a 1.50% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Sumedh S. Thakar sold 3,200 shares of Qualys stock in a transaction dated Monday, September 14th. The shares were sold at an average price of $170.05, for a total value of $544,160.00. Following the sale, the chief executive officer directly owned 180,338 shares in the company, valued at $30,666,476.90. The trade was a 1.74% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 11,672 shares of company stock valued at $2,192,747 in the last 90 days. 0.72% of the stock is currently owned by insiders.
Trending Headlines about Qualys
Here are the key news stories impacting Qualys this week:
- Positive Sentiment: Q3 revenue rose 10.7% year over year to $188.05 million, ahead of estimates, while adjusted EPS of $2.12 beat the $1.96 consensus. Qualys also raised its 2026 revenue outlook to $736.9–$738.9 million and adjusted EPS outlook to $8.07–$8.14. Article: Qualys Q3 Earnings and Revenues Top Estimates
- Positive Sentiment: Qualys expanded its global mROC alliance with partners covering mobile, operational technology/IoT, and identity security. The broader ecosystem could strengthen its risk-management offerings, though the impact is likely longer term. Article: Qualys Expands Global mROC Alliance
- Negative Sentiment: Despite the earnings beat and raised guidance, shares declined after the company’s revenue outlook failed to satisfy investor expectations. Qualys forecast fourth-quarter revenue of $191–$193 million, implying 9%–10% growth; the market reaction suggests investors wanted a stronger growth outlook. Article: Qualys Earnings Beat. Cybersecurity Stock Falls On Revenue Outlook.
About Qualys
(
Get Free Report)
Qualys, Inc provides cloud-based security and compliance software to help organizations identify and manage cybersecurity risks. Its platform brings together information about an organization's IT assets and security posture to support vulnerability management, threat detection, and compliance activities.
Qualys offers products and services for vulnerability assessment and remediation, cloud security, endpoint protection, web application security, and policy compliance. Its solutions are designed to help customers monitor systems across cloud environments, on-premises infrastructure, and other connected assets.
Founded in 1999, Qualys is headquartered in Foster City, California, and serves customers around the world.
Further Reading
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