Equities Analysts Set Expectations for Qualys Q1 Earnings

Qualys, Inc. (NASDAQ:QLYS) – William Blair raised their Q1 2026 EPS estimates for shares of Qualys in a research report issued on Wednesday, November 5th. William Blair analyst J. Ho now forecasts that the software maker will post earnings of $1.26 per share for the quarter, up from their previous estimate of $1.12. The consensus estimate for Qualys’ current full-year earnings is $3.85 per share.

Qualys (NASDAQ:QLYS) last announced its quarterly earnings results on Tuesday, November 4th. The software maker reported $1.86 earnings per share for the quarter, beating analysts’ consensus estimates of $1.56 by $0.30. Qualys had a net margin of 29.04% and a return on equity of 37.19%. The firm had revenue of $169.88 million during the quarter, compared to analysts’ expectations of $166.30 million. During the same period in the previous year, the company earned $1.56 earnings per share. Qualys’s quarterly revenue was up 10.4% compared to the same quarter last year. Qualys has set its FY 2025 guidance at 6.930-7.000 EPS. Q4 2025 guidance at 1.730-1.800 EPS.

Several other brokerages also recently weighed in on QLYS. DA Davidson lifted their target price on shares of Qualys from $130.00 to $135.00 and gave the company a “neutral” rating in a report on Wednesday, August 6th. Northland Capmk upgraded shares of Qualys from a “hold” rating to a “strong-buy” rating in a report on Wednesday. Jefferies Financial Group upped their price objective on shares of Qualys from $140.00 to $150.00 and gave the company a “hold” rating in a research note on Wednesday, August 6th. Canaccord Genuity Group increased their target price on Qualys from $158.00 to $160.00 and gave the stock a “buy” rating in a research report on Wednesday. Finally, Scotiabank cut their price target on shares of Qualys from $150.00 to $139.00 and set a “sector perform” rating on the stock in a research note on Wednesday. One analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating, twelve have issued a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus price target of $140.38.

Qualys Price Performance

Shares of NASDAQ:QLYS traded up $0.75 on Friday, reaching $147.77. The company’s stock had a trading volume of 83,500 shares, compared to its average volume of 341,489. The stock’s 50-day moving average is $131.54 and its two-hundred day moving average is $134.25. Qualys has a 52-week low of $112.61 and a 52-week high of $159.73. The stock has a market capitalization of $5.33 billion, a P/E ratio of 29.49 and a beta of 0.58.

Insider Transactions at Qualys

In related news, Director Kristi Marie Rogers sold 1,700 shares of the firm’s stock in a transaction that occurred on Friday, August 22nd. The stock was sold at an average price of $134.70, for a total value of $228,990.00. Following the sale, the director owned 8,596 shares of the company’s stock, valued at approximately $1,157,881.20. This trade represents a 16.51% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO Sumedh S. Thakar sold 8,500 shares of the firm’s stock in a transaction on Tuesday, October 14th. The shares were sold at an average price of $126.82, for a total value of $1,077,970.00. Following the completion of the sale, the chief executive officer owned 203,951 shares in the company, valued at $25,865,065.82. The trade was a 4.00% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 38,346 shares of company stock valued at $5,028,258 over the last 90 days. Corporate insiders own 1.00% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently modified their holdings of the business. Boston Trust Walden Corp increased its stake in shares of Qualys by 0.7% during the third quarter. Boston Trust Walden Corp now owns 1,146,289 shares of the software maker’s stock valued at $151,688,000 after acquiring an additional 8,425 shares during the period. First Trust Advisors LP lifted its stake in Qualys by 4.1% during the second quarter. First Trust Advisors LP now owns 1,115,717 shares of the software maker’s stock valued at $159,402,000 after buying an additional 44,000 shares in the last quarter. Legal & General Group Plc raised its stake in Qualys by 6.7% during the 2nd quarter. Legal & General Group Plc now owns 1,051,673 shares of the software maker’s stock valued at $150,253,000 after purchasing an additional 65,924 shares during the period. AQR Capital Management LLC raised its position in Qualys by 46.9% during the second quarter. AQR Capital Management LLC now owns 1,012,100 shares of the software maker’s stock valued at $144,133,000 after buying an additional 323,324 shares during the period. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its position in shares of Qualys by 92.2% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 643,238 shares of the software maker’s stock worth $81,003,000 after purchasing an additional 308,635 shares in the last quarter. Institutional investors 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.