Qualys (NASDAQ:QLYS) Updates FY 2025 Earnings Guidance

Qualys (NASDAQ:QLYS) issued an update on its FY 2025 earnings guidance on Tuesday morning. The company provided earnings per share (EPS) guidance of 6.930-7.000 for the period, compared to the consensus estimate of 5.740. The company issued revenue guidance of $665.8 million-$667.8 million, compared to the consensus revenue estimate of $659.3 million. Qualys also updated its Q4 2025 guidance to 1.730-1.800 EPS.

Analyst Upgrades and Downgrades

A number of research analysts have weighed in on the stock. Weiss Ratings reissued a “hold (c)” rating on shares of Qualys in a research note on Wednesday, October 8th. Scotiabank upped their price target on Qualys from $142.00 to $150.00 and gave the stock a “sector perform” rating in a report on Wednesday, August 6th. DA Davidson raised their price objective on Qualys from $130.00 to $135.00 and gave the company a “neutral” rating in a research note on Wednesday, August 6th. Morgan Stanley lifted their price objective on shares of Qualys from $90.00 to $97.00 and gave the stock an “underweight” rating in a report on Wednesday, August 6th. Finally, Jefferies Financial Group upped their target price on shares of Qualys from $140.00 to $150.00 and gave the stock a “hold” rating in a research note on Wednesday, August 6th. Two analysts have rated the stock with a Buy rating, fourteen have given a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat, the stock currently has an average rating of “Hold” and an average target price of $140.62.

Qualys Trading Down 3.1%

Shares of NASDAQ:QLYS traded down $3.91 during trading on Tuesday, reaching $121.21. 507,192 shares of the company traded hands, compared to its average volume of 332,816. The business’s fifty day moving average is $131.28 and its 200-day moving average is $134.07. Qualys has a 52-week low of $112.61 and a 52-week high of $170.00. The firm has a market capitalization of $4.38 billion, a price-to-earnings ratio of 24.19 and a beta of 0.62.

Qualys (NASDAQ:QLYS) last posted its earnings results on Tuesday, November 4th. The software maker reported $1.39 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.56 by ($0.17). Qualys had a net margin of 29.04% and a return on equity of 37.19%. Qualys has set its FY 2025 guidance at 6.930-7.000 EPS. Q4 2025 guidance at 1.730-1.800 EPS. On average, sell-side analysts predict that Qualys will post 3.85 earnings per share for the current fiscal year.

Insider Buying and Selling

In other Qualys news, Director Kristi Marie Rogers sold 1,700 shares of the firm’s stock in a transaction dated Friday, August 22nd. The shares were sold at an average price of $134.70, for a total transaction of $228,990.00. Following the completion of the sale, the director directly owned 8,596 shares in the company, valued at approximately $1,157,881.20. This trade represents a 16.51% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CFO Joo Mi Kim sold 787 shares of Qualys stock in a transaction dated Monday, October 6th. The stock was sold at an average price of $129.17, for a total transaction of $101,656.79. Following the completion of the transaction, the chief financial officer directly owned 92,864 shares of the company’s stock, valued at $11,995,242.88. This trade represents a 0.84% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 38,346 shares of company stock valued at $5,028,258 over the last 90 days. 0.88% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Qualys

Institutional investors and hedge funds have recently modified their holdings of the company. AQR Capital Management LLC lifted its stake in shares of Qualys by 46.9% in the 2nd quarter. AQR Capital Management LLC now owns 1,012,100 shares of the software maker’s stock worth $144,133,000 after purchasing an additional 323,324 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its position in Qualys by 12.7% in the second quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 506,792 shares of the software maker’s stock worth $72,400,000 after acquiring an additional 57,142 shares during the period. Bank of America Corp DE raised its position in Qualys by 20.4% in the second quarter. Bank of America Corp DE now owns 322,715 shares of the software maker’s stock worth $46,106,000 after acquiring an additional 54,781 shares during the period. BNP Paribas Financial Markets boosted its stake in shares of Qualys by 14.8% during the 2nd quarter. BNP Paribas Financial Markets now owns 155,172 shares of the software maker’s stock worth $22,169,000 after acquiring an additional 19,957 shares during the last quarter. Finally, Cubist Systematic Strategies LLC grew its position in shares of Qualys by 58.1% during the 2nd quarter. Cubist Systematic Strategies LLC now owns 134,271 shares of the software maker’s stock valued at $19,183,000 after acquiring an additional 49,345 shares during the period. 99.31% of the stock is currently owned by hedge funds and other institutional investors.

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.