Qualys (NASDAQ:QLYS) Receives Outperform Rating from Wedbush

Qualys (NASDAQ:QLYS)‘s stock had its “outperform” rating reissued by research analysts at Wedbush in a note issued to investors on Friday,Benzinga reports. They presently have a $155.00 price target on the software maker’s stock. Wedbush’s target price points to a potential upside of 29.26% from the stock’s previous close.

QLYS has been the topic of a number of other reports. Robert W. Baird set a $150.00 price objective on Qualys in a report on Wednesday, November 5th. Northland Securities set a $162.00 price target on shares of Qualys in a report on Wednesday, November 5th. JPMorgan Chase & Co. boosted their price objective on shares of Qualys from $115.00 to $117.00 and gave the stock an “underweight” rating in a research note on Wednesday, November 5th. Scotiabank reissued a “sector perform” rating on shares of Qualys in a research note on Friday. Finally, Wall Street Zen raised shares of Qualys from a “hold” rating to a “buy” rating in a research report on Saturday, November 8th. One investment analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating, eleven have issued a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, Qualys presently has a consensus rating of “Hold” and a consensus target price of $142.86.

Qualys Stock Performance

Qualys stock traded down $7.90 during trading on Friday, reaching $119.91. The company had a trading volume of 139,369 shares, compared to its average volume of 434,913. Qualys has a 12-month low of $112.61 and a 12-month high of $155.47. The stock’s 50 day moving average price is $137.68 and its two-hundred day moving average price is $135.30. The firm has a market capitalization of $4.30 billion, a price-to-earnings ratio of 22.59 and a beta of 0.53.

Qualys (NASDAQ:QLYS) last announced its quarterly earnings results on Thursday, February 5th. The software maker reported $1.87 earnings per share for the quarter, beating analysts’ consensus estimates of $1.78 by $0.09. The company had revenue of $175.28 million for the quarter, compared to analyst estimates of $173.18 million. Qualys had a net margin of 28.96% and a return on equity of 37.40%. Qualys’s revenue for the quarter was up 10.1% on a year-over-year basis. During the same quarter last year, the business earned $1.60 EPS. Qualys has set its Q1 2026 guidance at 1.760-1.830 EPS and its FY 2026 guidance at 7.170-7.450 EPS. As a group, research analysts expect that Qualys will post 3.85 earnings per share for the current year.

Insider Activity

In other news, insider Bruce K. Posey sold 3,077 shares of the business’s stock in a transaction dated Wednesday, December 3rd. The shares were sold at an average price of $145.99, for a total value of $449,211.23. Following the completion of the sale, the insider owned 71,776 shares of the company’s stock, valued at approximately $10,478,578.24. The trade was a 4.11% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CFO Joo Mi Kim sold 7,506 shares of the company’s stock in a transaction that occurred on Tuesday, December 2nd. The shares were sold at an average price of $146.59, for a total value of $1,100,304.54. Following the sale, the chief financial officer owned 108,074 shares in the company, valued at $15,842,567.66. The trade was a 6.49% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 37,628 shares of company stock worth $5,343,650. 0.88% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Qualys

Several institutional investors and hedge funds have recently bought and sold shares of the business. PNC Financial Services Group Inc. grew its position in Qualys by 1.8% in the 4th quarter. PNC Financial Services Group Inc. now owns 5,945 shares of the software maker’s stock worth $790,000 after purchasing an additional 104 shares during the last quarter. Larson Financial Group LLC increased its position in Qualys by 12.0% in the 4th quarter. Larson Financial Group LLC now owns 2,734 shares of the software maker’s stock valued at $363,000 after acquiring an additional 292 shares during the period. Handelsbanken Fonder AB raised its stake in Qualys by 12.8% during the 4th quarter. Handelsbanken Fonder AB now owns 10,551 shares of the software maker’s stock valued at $1,402,000 after acquiring an additional 1,200 shares in the last quarter. ProShare Advisors LLC boosted its position in Qualys by 4.4% during the 4th quarter. ProShare Advisors LLC now owns 8,175 shares of the software maker’s stock worth $1,086,000 after acquiring an additional 344 shares during the period. Finally, Envestnet Portfolio Solutions Inc. grew its stake in shares of Qualys by 4.3% in the fourth quarter. Envestnet Portfolio Solutions Inc. now owns 1,985 shares of the software maker’s stock worth $264,000 after purchasing an additional 81 shares in the last quarter. Institutional investors and hedge funds own 99.31% of the company’s stock.

Qualys News Roundup

Here are the key news stories impacting Qualys this week:

• Positive Sentiment: Q4 results beat consensus — EPS $1.87 and revenue growth ~10% year-over-year, showing stronger operating performance. Qualys Q4 Earnings Surpass Expectations, Revenues Increase Y/Y
• Positive Sentiment: Management raised guidance sharply: FY‑2026 EPS guidance (~7.17–7.45) is well above prior consensus, and Q1 EPS guidance also exceeded estimates — a clear signal of stronger expected profitability. Qualys Announces Fourth Quarter and Full Year 2025 Financial Results
• Positive Sentiment: Board authorized an incremental $200M to the share repurchase program — supports EPS and returns capital to shareholders. Qualys’ Q4 results, outlook surpass expectations; increases share repurchase program by $200M
• Neutral Sentiment: Earnings‑call color: management highlighted stronger channel sales, margin expansion and product momentum — useful context for sustained growth but execution details will matter going forward. Qualys Inc (QLYS) Q4 2025 Earnings Call Highlights: Strong Revenue Growth and Strategic Initiatives
• Neutral Sentiment: Full earnings transcript is available for deeper read-through of product cadence and sales commentary; useful for investors who want detail beyond headline beats. Qualys, Inc. (QLYS) Q4 2025 Earnings Call Transcript
• Negative Sentiment: Shares are trading lower despite the beat — likely short‑term factors include profit‑taking, the stock sitting below its 50‑ and 200‑day moving averages (technical resistance), and investors parsing revenue guidance that is near consensus even as EPS guidance was raised.

Qualys Company Profile

Qualys, Inc (NASDAQ: QLYS) is a leading provider of cloud-based security and compliance solutions designed to help organizations streamline their IT security programs. Operating on a unified, modular platform, Qualys offers continuous visibility into global IT assets through a combination of lightweight cloud agents and on-premises scanner appliances. The platform supports an array of security and compliance use cases, enabling real-time detection of vulnerabilities, policy violations and misconfigurations across on-premises, cloud and hybrid environments.

The company’s flagship Qualys Cloud Platform delivers a suite of integrated applications, including vulnerability management, detection and response (VMDR), policy compliance, web application scanning, file integrity monitoring, asset inventory and container security.