Qualys (NASDAQ:QLYS) Announces Q4 2026 Earnings Guidance

Qualys (NASDAQ:QLYS) issued an update on its fourth quarter 2026 earnings guidance on Tuesday. The company provided earnings per share (EPS) guidance of 2.050-2.120 for the period, compared to the consensus earnings per share estimate of 1.860. The company issued revenue guidance of $191.0 million-$193.0 million, compared to the consensus revenue estimate of $190.9 million. Qualys also updated its FY 2026 guidance to 8.070-8.140 EPS.

Qualys Stock Performance

Shares of NASDAQ:QLYS opened at $182.37 on Tuesday. Qualys has a 52-week low of $74.51 and a 52-week high of $235.54. The stock has a market capitalization of $6.31 billion, a price-to-earnings ratio of 31.46 and a beta of 0.54. The stock’s 50-day simple moving average is $191.07 and its two-hundred day simple moving average is $137.06.

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

Wall Street Analysts Forecast Growth

A number of equities research analysts recently commented on QLYS shares. Royal Bank Of Canada increased their target price on shares of Qualys from $145.00 to $180.00 and gave the company a “sector perform” rating in a research report on Wednesday, August 5th. JPMorgan Chase & Co. upped their price objective on shares of Qualys from $139.00 to $150.00 and gave the company a “neutral” rating in a report on Monday, July 27th. Jefferies Financial Group raised their price objective on shares of Qualys from $150.00 to $185.00 and gave the stock a “hold” rating in a research note on Wednesday, August 5th. Truist Financial upped their price target on Qualys from $160.00 to $185.00 and gave the stock a “hold” rating in a report on Wednesday, August 5th. Finally, Yorkville Ives initiated coverage on Qualys in a report on Monday, October 5th. They issued an “outperform” rating and a $230.00 price objective on the stock. One research analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating, eleven have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, Qualys currently has a consensus rating of “Hold” and an average target price of $189.87.

Insider Transactions at Qualys

In other news, CFO Joo Mi Kim sold 2,659 shares of the firm’s stock in a transaction that occurred 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 directly owned 68,208 shares in the company, valued at approximately $14,300,489.28. This trade represents a 3.75% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Sumedh S. Thakar sold 3,200 shares of the business’s stock in a transaction dated Monday, September 14th. The stock was sold at an average price of $170.05, for a total transaction of $544,160.00. Following the transaction, the chief executive officer owned 180,338 shares in the company, valued at approximately $30,666,476.90. This trade represents a 1.74% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 11,672 shares of company stock valued at $2,192,747. 0.72% of the stock is currently owned by corporate insiders.

Qualys News Roundup

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.