William Blair Issues Positive Estimate for Qualys Earnings

Qualys, Inc. (NASDAQ:QLYS - Free Report) - William Blair increased their Q2 2025 EPS estimates for shares of Qualys in a report released on Wednesday, May 7th. William Blair analyst J. Ho now forecasts that the software maker will post earnings per share of $1.00 for the quarter, up from their previous forecast of $0.92. The consensus estimate for Qualys' current full-year earnings is $3.85 per share. William Blair also issued estimates for Qualys' Q3 2025 earnings at $1.02 EPS, Q4 2025 earnings at $1.04 EPS, FY2025 earnings at $4.35 EPS and FY2026 earnings at $4.50 EPS.

Several other brokerages have also recently weighed in on QLYS. Loop Capital reduced their target price on shares of Qualys from $150.00 to $140.00 and set a "hold" rating on the stock in a report on Friday, February 7th. Wedbush reduced their price objective on shares of Qualys from $160.00 to $145.00 and set an "outperform" rating on the stock in a report on Wednesday, May 7th. Scotiabank set a $142.00 price objective on shares of Qualys and gave the stock a "sector perform" rating in a research report on Wednesday, May 7th. Jefferies Financial Group dropped their target price on Qualys from $145.00 to $130.00 and set a "hold" rating on the stock in a report on Monday, March 31st. Finally, Needham & Company LLC restated a "hold" rating on shares of Qualys in a research note on Monday, February 10th. Three analysts have rated the stock with a sell rating, twelve have issued a hold rating and three have assigned a buy rating to the company. According to data from MarketBeat.com, the company presently has an average rating of "Hold" and a consensus target price of $137.50.

Qualys Stock Performance

Shares of QLYS traded up $1.64 during midday trading on Monday, hitting $137.54. The company had a trading volume of 32,122 shares, compared to its average volume of 384,546. Qualys has a 1 year low of $112.61 and a 1 year high of $170.00. The firm has a market capitalization of $5.00 billion, a P/E ratio of 29.57 and a beta of 0.61. The company's 50-day simple moving average is $126.22 and its 200-day simple moving average is $136.44.

Qualys (NASDAQ:QLYS - Get Free Report) last announced its quarterly earnings data on Tuesday, May 6th. The software maker reported $1.67 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.46 by $0.21. Qualys had a return on equity of 38.52% and a net margin of 28.59%. The business had revenue of $159.90 million for the quarter, compared to analysts' expectations of $157.05 million. During the same period last year, the firm earned $1.45 earnings per share. The company's revenue for the quarter was up 9.7% compared to the same quarter last year.

Insider Activity at Qualys

In related news, CEO Sumedh S. Thakar sold 7,000 shares of the company's stock in a transaction on Monday, April 14th. The shares were sold at an average price of $123.81, for a total value of $866,670.00. Following the completion of the sale, the chief executive officer now owns 246,313 shares in the company, valued at $30,496,012.53. This represents a 2.76% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Bruce K. Posey sold 525 shares of the stock in a transaction on Thursday, February 20th. The stock was sold at an average price of $139.48, for a total transaction of $73,227.00. Following the sale, the insider now owns 65,373 shares of the company's stock, valued at approximately $9,118,226.04. This represents a 0.80% decrease in their position. The disclosure for this sale can be found here. Insiders sold a total of 15,127 shares of company stock valued at $1,905,108 in the last three months. 0.88% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

A number of institutional investors have recently bought and sold shares of the business. SBI Securities Co. Ltd. purchased a new position in shares of Qualys during the fourth quarter worth about $28,000. Catalyst Capital Advisors LLC acquired a new stake in Qualys during the 4th quarter worth approximately $39,000. Quadrant Capital Group LLC grew its stake in shares of Qualys by 88.1% in the 4th quarter. Quadrant Capital Group LLC now owns 333 shares of the software maker's stock valued at $47,000 after purchasing an additional 156 shares during the last quarter. Johnson Financial Group Inc. purchased a new position in shares of Qualys in the 4th quarter valued at approximately $54,000. Finally, Fifth Third Bancorp increased its holdings in shares of Qualys by 33.9% in the fourth quarter. Fifth Third Bancorp now owns 391 shares of the software maker's stock valued at $55,000 after purchasing an additional 99 shares during the period. 99.31% of the stock is currently owned by institutional investors and hedge funds.

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.