William Blair Comments on Qualys' Q3 Earnings (NASDAQ:QLYS)

Key Points

• William Blair raised its Q3 earnings estimate for Qualys from $1.02 to $1.07 per share, reflecting increased optimism about the company's performance.
• Qualys reported earnings of $1.68 per share for the last quarter, surpassing expectations of $1.47, while its revenue also exceeded estimates at $164.06 million.
• Current stock consensus for Qualys is a "Hold" rating with a price target of $141.00, according to multiple research analysts' updates.

Qualys, Inc. (NASDAQ:QLYS - Free Report) - Equities researchers at William Blair upped their Q3 2025 earnings estimates for shares of Qualys in a research note issued on Wednesday, August 6th. William Blair analyst J. Ho now expects that the software maker will post earnings of $1.07 per share for the quarter, up from their previous estimate of $1.02. The consensus estimate for Qualys' current full-year earnings is $3.85 per share. William Blair also issued estimates for Qualys' FY2026 earnings at $4.52 EPS.

Several other equities analysts have also weighed in on QLYS. Morgan Stanley lifted their target price on shares of Qualys from $90.00 to $97.00 and gave the company an "underweight" rating in a report on Wednesday, August 6th. Royal Bank Of Canada lifted their target price on shares of Qualys from $131.00 to $140.00 and gave the company a "sector perform" rating in a report on Wednesday, May 7th. Wall Street Zen lowered shares of Qualys from a "buy" rating to a "hold" rating in a report on Saturday. UBS Group boosted their price target on shares of Qualys from $140.00 to $150.00 and gave the stock a "neutral" rating in a report on Wednesday, August 6th. Finally, Jefferies Financial Group boosted their price target on shares of Qualys from $140.00 to $150.00 and gave the stock a "hold" rating in a report on Wednesday, August 6th. Two investment analysts have rated the stock with a sell rating, thirteen have assigned a hold rating and two have issued a buy rating to the company. Based on data from MarketBeat, Qualys currently has an average rating of "Hold" and a consensus target price of $141.00.

Qualys Stock Up 2.3%

Shares of NASDAQ:QLYS traded up $3.01 during trading on Monday, hitting $132.46. 184,067 shares of the stock traded hands, compared to its average volume of 338,781. The company has a market cap of $4.78 billion, a price-to-earnings ratio of 26.36 and a beta of 0.56. The company has a fifty day moving average price of $138.89 and a two-hundred day moving average price of $134.13. Qualys has a 52-week low of $112.61 and a 52-week high of $170.00.

Qualys (NASDAQ:QLYS - Get Free Report) last posted its earnings results on Tuesday, August 5th. The software maker reported $1.68 earnings per share for the quarter, beating the consensus estimate of $1.47 by $0.21. The firm had revenue of $164.06 million during the quarter, compared to analyst estimates of $161.25 million. Qualys had a net margin of 29.04% and a return on equity of 37.19%. The business's quarterly revenue was up 10.3% on a year-over-year basis. During the same period in the previous year, the firm earned $1.52 EPS.

Insider Activity

In other news, CFO Joo Mi Kim sold 1,018 shares of the business's stock in a transaction dated Tuesday, August 5th. The shares were sold at an average price of $132.26, for a total transaction of $134,640.68. Following the transaction, the chief financial officer owned 94,468 shares of the company's stock, valued at approximately $12,494,337.68. The trade was a 1.07% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Jeffrey P. Hank sold 657 shares of the business's stock in a transaction dated Monday, June 16th. The shares were sold at an average price of $139.07, for a total transaction of $91,368.99. Following the transaction, the director directly owned 13,888 shares in the company, valued at approximately $1,931,404.16. The trade was a 4.52% decrease in their position. The disclosure for this sale can be found here. In the last 90 days, insiders sold 42,598 shares of company stock worth $6,019,818. 1.00% of the stock is owned by insiders.

Institutional Inflows and Outflows

Large investors have recently bought and sold shares of the stock. BNP PARIBAS ASSET MANAGEMENT Holding S.A. acquired a new position in Qualys in the second quarter valued at about $44,000. SBI Securities Co. Ltd. lifted its position in Qualys by 82.7% in the first quarter. SBI Securities Co. Ltd. now owns 369 shares of the software maker's stock valued at $46,000 after buying an additional 167 shares during the last quarter. Johnson Financial Group Inc. acquired a new position in Qualys in the fourth quarter valued at about $54,000. Manchester Capital Management LLC lifted its position in Qualys by 52.4% in the first quarter. Manchester Capital Management LLC now owns 436 shares of the software maker's stock valued at $55,000 after buying an additional 150 shares during the last quarter. Finally, Fifth Third Bancorp lifted its position in Qualys by 27.9% in the first quarter. Fifth Third Bancorp now owns 500 shares of the software maker's stock valued at $63,000 after buying an additional 109 shares during the last quarter. Institutional investors and hedge funds own 99.31% of the company's stock.

Qualys Company Profile

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.