Qualys (NASDAQ:QLYS) Announces FY 2026 Earnings Guidance

Qualys (NASDAQ:QLYS) updated its FY 2026 earnings guidance on Tuesday morning. The company provided earnings per share (EPS) 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 Trading Up 6.3%

Shares of NASDAQ QLYS opened at $202.46 on Tuesday. The firm has a market capitalization of $7.01 billion, a PE ratio of 35.03 and a beta of 0.54. Qualys has a one year low of $74.51 and a one year high of $235.54. The business has a 50-day moving average price of $191.07 and a two-hundred day moving average price of $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 analysts’ consensus estimates of $1.96 by $0.16. Qualys had a net margin of 29.38% and a return on equity of 37.52%. The business had revenue of $188.05 million for the quarter, compared to the consensus estimate of $186.63 million. During the same period in the prior year, the business posted $1.86 earnings per share. Qualys’s revenue for the quarter was up 10.7% compared to the same quarter last year. Research analysts anticipate that Qualys will post 5.84 EPS for the current year.

Analyst Ratings Changes

Several research analysts have recently issued reports on QLYS shares. TD Cowen boosted their price objective on shares of Qualys from $170.00 to $200.00 and gave the stock a “hold” rating in a report on Tuesday, October 13th. JPMorgan Chase & Co. lifted their price target on shares of Qualys from $139.00 to $150.00 and gave the company a “neutral” rating in a report on Monday, July 27th. Truist Financial boosted their price target on shares of Qualys from $160.00 to $185.00 and gave the company a “hold” rating in a research report on Wednesday, August 5th. Wedbush cut shares of Qualys from an “outperform” rating to a “neutral” rating and set a $175.00 price objective on the stock. in a research note on Thursday, September 10th. Finally, Morgan Stanley set a $200.00 price objective on shares of Qualys in a report on Tuesday, October 13th. One analyst has rated the stock with a Strong Buy rating, four have given a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus target price of $189.87.

Insider Activity

In related news, CFO Joo Mi Kim sold 2,659 shares of the stock in a transaction that occurred on Monday, November 2nd. The stock was sold at an average price of $209.66, for a total transaction of $557,485.94. Following the completion of the transaction, the chief financial officer directly owned 68,208 shares of the company’s stock, valued at approximately $14,300,489.28. This represents a 3.75% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Sumedh S. Thakar sold 3,200 shares of the firm’s stock in a transaction on Monday, September 14th. The shares were sold at an average price of $170.05, for a total transaction of $544,160.00. Following the completion of the transaction, the chief executive officer directly owned 180,338 shares of the company’s stock, valued at $30,666,476.90. This represents a 1.74% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 11,672 shares of company stock worth $2,192,747 over the last quarter. 0.72% of the stock is currently owned by company insiders.

Qualys News Roundup

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.

About Qualys

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.