Qualys (NASDAQ:QLYS) Updates Q3 2025 Earnings Guidance

Key Points

• Qualys updated its Q3 2025 earnings guidance, forecasting earnings per share between 1.500-1.6 and revenue of $164.5 million-$167.5 million, surpassing consensus estimates.
• Following the announcement, Qualys stock declined by 3.8%, trading at $130.61 with increased trading volume of 633,008 shares.
• Analysts have adjusted their price targets, with Scotiabank setting a target of $142.00 and Royal Bank of Canada increasing theirs to $140.00, while several firms issued "hold" and "underweight" ratings.

Qualys (NASDAQ:QLYS - Get Free Report) updated its third quarter 2025 earnings guidance on Tuesday. The company provided EPS guidance of 1.500-1.6 for the period, compared to the consensus EPS estimate of 1.497. The company issued revenue guidance of $164.5 million-$167.5 million, compared to the consensus revenue estimate of $163.7 million. Qualys also updated its FY 2025 guidance to 6.200-6.5 EPS.

Qualys Price Performance

NASDAQ:QLYS traded down $0.44 on Friday, reaching $128.19. 103,860 shares of the company's stock were exchanged, compared to its average volume of 338,720. The firm has a market cap of $4.66 billion, a price-to-earnings ratio of 25.60 and a beta of 0.56. The stock has a fifty day simple moving average of $139.60 and a 200-day simple moving average of $134.44. Qualys has a 52 week low of $112.61 and a 52 week high of $170.00.

Qualys (NASDAQ:QLYS - Get Free Report) last released its quarterly earnings data on Tuesday, August 5th. The software maker reported $1.68 EPS for the quarter, topping the consensus estimate of $1.47 by $0.21. Qualys had a net margin of 29.04% and a return on equity of 37.19%. The company had revenue of $164.06 million during the quarter, compared to the consensus estimate of $161.25 million. During the same period last year, the firm earned $1.52 EPS. Qualys's revenue for the quarter was up 10.3% on a year-over-year basis. As a group, sell-side analysts predict that Qualys will post 3.85 EPS for the current year.

Analyst Ratings Changes

A number of brokerages recently issued reports on QLYS. Canaccord Genuity Group dropped their price objective on Qualys from $163.00 to $158.00 and set a "buy" rating on the stock in a report on Wednesday, May 7th. Morgan Stanley increased their price target on shares of Qualys from $90.00 to $97.00 and gave the stock an "underweight" rating in a report on Wednesday. Wall Street Zen raised shares of Qualys from a "hold" rating to a "buy" rating in a research note on Sunday, June 22nd. Jefferies Financial Group increased their target price on shares of Qualys from $140.00 to $150.00 and gave the stock a "hold" rating in a research note on Wednesday. Finally, Wedbush boosted their price target on shares of Qualys from $145.00 to $155.00 and gave the company an "outperform" rating in a research report on Wednesday. Two investment analysts have rated the stock with a sell rating, twelve have issued a hold rating and three have given a buy rating to the company's stock. According to data from MarketBeat, the stock has a consensus rating of "Hold" and a consensus target price of $141.00.

Insider Buying and Selling at Qualys

In other news, Director Wendy Pfeiffer sold 200 shares of Qualys stock in a transaction dated Tuesday, July 15th. The stock was sold at an average price of $139.45, for a total value of $27,890.00. Following the transaction, the director owned 11,282 shares in the company, valued at approximately $1,573,274.90. The trade was a 1.74% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Jeffrey P. Hank sold 657 shares of the firm's stock in a transaction that occurred on Monday, June 16th. The stock was sold at an average price of $139.07, for a total value of $91,368.99. Following the transaction, the director owned 13,888 shares in the company, valued at approximately $1,931,404.16. The trade was a 4.52% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last quarter, insiders sold 42,598 shares of company stock valued at $6,019,818. 0.88% of the stock is currently owned by insiders.

Hedge Funds Weigh In On Qualys

A hedge fund recently raised its stake in Qualys stock. NewEdge Advisors LLC boosted its holdings in shares of Qualys, Inc. (NASDAQ:QLYS - Free Report) by 3,948.0% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 2,024 shares of the software maker's stock after purchasing an additional 1,974 shares during the period. NewEdge Advisors LLC's holdings in Qualys were worth $255,000 at the end of the most recent reporting period. Institutional investors own 99.31% of the company's stock.

About Qualys

Qualys, Inc, together with its subsidiaries, provides cloud-based platform delivering information technology (IT), security, and compliance solutions in the United States and internationally. It offers Qualys Cloud Apps, which include Cybersecurity Asset Management and External Attack Surface Management; Vulnerability Management, Detection and Response; Web Application Scanning; Patch Management; Custom Assessment and Remediation; Multi-Vector Endpoint Detection and Response; Context Extended Detection and Response; Policy Compliance; File Integrity Monitoring; and Qualys TotalCloud, as well as Cloud Workload Protection, Cloud Detection and Response, Cloud Security Posture Management, Infrastructure as Code, and Container Security.