Qualys (NASDAQ:QLYS) Releases Q4 2025 Earnings Guidance

Qualys (NASDAQ:QLYS) issued an update on its fourth quarter 2025 earnings guidance on Tuesday morning. The company provided earnings per share (EPS) guidance of 1.730-1.800 for the period, compared to the consensus estimate of 1.330. The company issued revenue guidance of $172.0 million-$174.0 million, compared to the consensus revenue estimate of $169.4 million. Qualys also updated its FY 2025 guidance to 6.930-7.000 EPS.

Analyst Ratings Changes

A number of research firms recently issued reports on QLYS. Wall Street Zen downgraded shares of Qualys from a “buy” rating to a “hold” rating in a research report on Saturday, August 30th. UBS Group restated a “neutral” rating and issued a $150.00 target price on shares of Qualys in a research note on Wednesday. Jefferies Financial Group upped their price target on Qualys from $140.00 to $150.00 and gave the stock a “hold” rating in a research note on Wednesday, August 6th. Northland Securities set a $162.00 price objective on Qualys in a report on Wednesday. Finally, Morgan Stanley upped their target price on Qualys from $90.00 to $97.00 and gave the stock an “underweight” rating in a research report on Wednesday, August 6th. Two equities research analysts have rated the stock with a Buy rating, fourteen have issued a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, Qualys presently has an average rating of “Hold” and a consensus price target of $141.07.

Qualys Price Performance

Shares of QLYS stock traded up $23.93 on Wednesday, hitting $145.14. The stock had a trading volume of 580,822 shares, compared to its average volume of 333,820. The business has a 50 day moving average of $131.08 and a 200 day moving average of $134.07. The stock has a market cap of $5.24 billion, a price-to-earnings ratio of 29.18 and a beta of 0.58. Qualys has a 12-month low of $112.61 and a 12-month high of $170.00.

Qualys (NASDAQ:QLYS) last announced its earnings results on Tuesday, November 4th. The software maker reported $1.86 EPS for the quarter, beating the consensus estimate of $1.56 by $0.30. The company had revenue of $169.88 million during the quarter, compared to the consensus estimate of $166.30 million. Qualys had a net margin of 29.04% and a return on equity of 37.19%. The firm’s revenue for the quarter was up 10.4% on a year-over-year basis. During the same quarter in the prior year, the company posted $1.56 earnings per share. Qualys has set its FY 2025 guidance at 6.930-7.000 EPS. Q4 2025 guidance at 1.730-1.800 EPS. As a group, research analysts expect that Qualys will post 3.85 earnings per share for the current fiscal year.

Insider Transactions at Qualys

In other Qualys news, Director John A. Zangardi sold 3,860 shares of the company’s stock in a transaction on Friday, August 22nd. The stock was sold at an average price of $134.82, for a total value of $520,405.20. Following the completion of the transaction, the director owned 7,174 shares in the company, valued at $967,198.68. This represents a 34.98% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Bruce K. Posey sold 540 shares of the company’s stock in a transaction on Monday, October 20th. The shares were sold at an average price of $127.12, for a total value of $68,644.80. Following the completion of the transaction, the insider owned 56,775 shares of the company’s stock, valued at $7,217,238. This trade represents a 0.94% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 38,346 shares of company stock worth $5,028,258. Company insiders own 1.00% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors have recently bought and sold shares of the business. NewEdge Advisors LLC lifted its position in shares of Qualys by 3,948.0% during the 1st quarter. NewEdge Advisors LLC now owns 2,024 shares of the software maker’s stock valued at $255,000 after buying an additional 1,974 shares during the last quarter. Sivia Capital Partners LLC purchased a new position in shares of Qualys during the 2nd quarter valued at $292,000. Northwestern Mutual Wealth Management Co. lifted its position in shares of Qualys by 3,218.8% during the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 531 shares of the software maker’s stock valued at $76,000 after buying an additional 515 shares during the last quarter. EverSource Wealth Advisors LLC lifted its position in shares of Qualys by 482.0% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 646 shares of the software maker’s stock valued at $92,000 after buying an additional 535 shares during the last quarter. Finally, Amundi lifted its position in shares of Qualys by 47.1% during the 2nd quarter. Amundi now owns 21,365 shares of the software maker’s stock valued at $3,076,000 after buying an additional 6,844 shares during the last quarter. 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.