Qualys (NASDAQ:QLYS) Announces FY 2026 Earnings Guidance

Qualys (NASDAQ:QLYS) updated its FY 2026 earnings guidance on Tuesday morning. The company provided EPS guidance of 8.070-8.140 for the period, compared to the consensus earnings per share estimate of 7.440. The company issued revenue guidance of $736.9 million-$738.9 million, compared to the consensus revenue estimate of $735.5 million. Qualys also updated its Q4 2026 guidance to 2.050-2.120 EPS.

Analyst Upgrades and Downgrades

Several research analysts have recently weighed in on QLYS shares. JPMorgan Chase & Co. boosted their price target on shares of Qualys from $139.00 to $150.00 and gave the company a “neutral” rating in a research report on Monday, July 27th. Yorkville Ives began coverage on Qualys in a report on Monday, October 5th. They issued an “outperform” rating and a $230.00 price target for the company. Royal Bank Of Canada increased their price target on shares of Qualys from $145.00 to $180.00 and gave the stock a “sector perform” rating in a research note on Wednesday, August 5th. Truist Financial increased their target price on Qualys from $160.00 to $185.00 and gave the stock a “hold” rating in a research note on Wednesday, August 5th. Finally, Robert W. Baird raised their price target on Qualys from $160.00 to $210.00 and gave the company a “neutral” rating in a research report on Tuesday. One 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 assigned a Sell rating to the company. According to data from MarketBeat.com, Qualys currently has an average rating of “Hold” and an average price target of $189.87.

Qualys Stock Down 9.9%

Shares of Qualys stock opened at $182.37 on Tuesday. The business has a 50-day moving average price of $191.07 and a 200 day moving average price of $137.06. Qualys has a fifty-two week low of $74.51 and a fifty-two week high of $235.54. The firm has a market cap of $6.31 billion, a P/E ratio of 31.46 and a beta of 0.54.

Qualys (NASDAQ:QLYS) last issued its quarterly earnings data on Monday, November 9th. The software maker reported $2.12 EPS for the quarter, topping analysts’ consensus estimates of $1.96 by $0.16. The firm had revenue of $188.05 million during the quarter, compared to the consensus estimate of $186.63 million. Qualys had a return on equity of 37.52% and a net margin of 29.38%. The firm’s revenue was up 10.7% on a year-over-year basis. During the same period in the prior year, the business earned $1.86 EPS. As a group, equities research analysts anticipate that Qualys will post 5.84 earnings per share for the current year.

Insider Buying and Selling at Qualys

In related news, CFO Joo Mi Kim sold 2,659 shares of the business’s stock in a transaction on Monday, November 2nd. The shares were sold at an average price of $209.66, for a total transaction of $557,485.94. Following the transaction, the chief financial officer owned 68,208 shares of the company’s stock, valued at approximately $14,300,489.28. The trade was a 3.75% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Bruce Posey sold 881 shares of the firm’s stock in a transaction on Tuesday, October 20th. The stock was sold at an average price of $189.52, for a total value of $166,967.12. Following the completion of the transaction, the insider directly owned 57,807 shares of the company’s stock, valued at approximately $10,955,582.64. This trade represents a 1.50% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 11,672 shares of company stock worth $2,192,747 over the last 90 days. 0.72% of the stock is currently owned by corporate insiders.

Key Headlines Impacting Qualys

Here are the key news stories impacting Qualys this week:

• Positive Sentiment: Qualys reported Q3 revenue of $188.05 million, up about 11% year over year and ahead of the $186.63 million consensus. EPS of $2.12 also exceeded estimates of about $1.96. Qualys Q3 results
• Positive Sentiment: The company raised its FY2026 outlook: revenue is now forecast at $736.9 million–$738.9 million, while EPS guidance of $8.07–$8.14 is above the cited $7.44 consensus. Q4 EPS guidance of $2.05–$2.12 also tops the $1.86 estimate. FY2026 guidance
• Positive Sentiment: Qualys expanded its mROC alliance with technology partners spanning mobile, operational technology, IoT, and identity security, potentially broadening the reach of its risk-management offerings. mROC alliance expansion
• Neutral Sentiment: Analyst target changes were mixed: Piper Sandler raised its target to $185 but kept a neutral rating, while Baird raised its target to $210 and also maintained a neutral rating. Piper Sandler rating Baird rating
• Neutral Sentiment: Management plans to meet with investors and participate in a fireside chat at the UBS Global Technology and AI Conference. Investor conference announcement
• Negative Sentiment: Despite the earnings beat, Q4 revenue guidance of $191 million–$193 million was only marginally above the $190.9 million consensus. Reports cited the revenue outlook as a factor weighing on the stock. Coverage of Q3 results and outlook

Qualys Company Profile

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.