Qualys (NASDAQ:QLYS) Issues FY 2026 Earnings Guidance

Qualys (NASDAQ:QLYS) updated its FY 2026 earnings guidance on Tuesday morning. The company provided earnings per share guidance of 8.070-8.140 for the period, compared to the consensus estimate of 7.440. The company issued revenue guidance of $736.9 million-$738.9 million, compared to the consensus revenue estimate of $735.5 million. Qualys also updated its Q4 2026 guidance to 2.050-2.120 EPS.

Qualys Price Performance

Shares of Qualys stock opened at $202.46 on Tuesday. The firm has a market cap of $7.01 billion, a PE ratio of 35.03 and a beta of 0.54. Qualys has a 1 year low of $74.51 and a 1 year high of $235.54. The company has a 50 day simple moving average of $191.07 and a two-hundred day simple moving average of $137.06.

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

Analyst Upgrades and Downgrades

QLYS has been the topic of several recent research reports. TD Cowen increased their price objective on shares of Qualys from $170.00 to $200.00 and gave the stock a “hold” rating in a research note on Tuesday, October 13th. Royal Bank Of Canada lifted their price target on Qualys from $145.00 to $180.00 and gave the stock a “sector perform” rating in a research report on Wednesday, August 5th. JPMorgan Chase & Co. raised their price target on Qualys from $139.00 to $150.00 and gave the stock a “neutral” rating in a research note on Monday, July 27th. Piper Sandler increased their target price on shares of Qualys from $175.00 to $185.00 and gave the stock a “neutral” rating in a report on Tuesday. Finally, Wall Street Zen lowered shares of Qualys from a “buy” rating to a “hold” rating in a research note on Monday, November 2nd. One analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, Qualys currently has a consensus rating of “Hold” and a consensus target price of $189.87.

Insider Buying and Selling at Qualys

In other Qualys news, CEO Sumedh S. Thakar sold 3,200 shares of the business’s stock in a transaction dated Monday, September 14th. The shares were sold at an average price of $170.05, for a total value of $544,160.00. Following the transaction, the chief executive officer directly owned 180,338 shares in the company, valued at $30,666,476.90. The trade was a 1.74% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Bruce Posey sold 881 shares of Qualys stock in a transaction that occurred on Tuesday, October 20th. The shares were sold at an average price of $189.52, for a total transaction of $166,967.12. Following the completion of the sale, the insider owned 57,807 shares of the company’s stock, valued at $10,955,582.64. This trade represents a 1.50% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 11,672 shares of company stock valued at $2,192,747 over the last quarter. 0.72% of the stock is currently owned by insiders.

More Qualys News

Here are the key news stories impacting Qualys this week:

• Positive Sentiment: Q3 revenue rose 10.7% year over year to $188.05 million, ahead of estimates, while adjusted EPS of $2.12 beat the $1.96 consensus. Qualys also raised its 2026 revenue outlook to $736.9–$738.9 million and adjusted EPS outlook to $8.07–$8.14. Article: Qualys Q3 Earnings and Revenues Top Estimates
• Positive Sentiment: Qualys expanded its global mROC alliance with partners covering mobile, operational technology/IoT, and identity security. The broader ecosystem could strengthen its risk-management offerings, though the impact is likely longer term. Article: Qualys Expands Global mROC Alliance
• Negative Sentiment: Despite the earnings beat and raised guidance, shares declined after the company’s revenue outlook failed to satisfy investor expectations. Qualys forecast fourth-quarter revenue of $191–$193 million, implying 9%–10% growth; the market reaction suggests investors wanted a stronger growth outlook. Article: Qualys Earnings Beat. Cybersecurity Stock Falls On Revenue 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.