Qualys (NASDAQ:QLYS) Updates FY 2026 Earnings Guidance

Qualys (NASDAQ:QLYS) issued an update on its FY 2026 earnings guidance on Tuesday morning. The company provided earnings per share guidance of 7.440-7.650 for the period, compared to the consensus earnings per share estimate of 6.980. The company issued revenue guidance of $721.0 million-$727.0 million, compared to the consensus revenue estimate of $721.3 million. Qualys also updated its Q2 2026 guidance to 1.730-1.800 EPS.

Qualys Trading Down 0.4%

Shares of QLYS traded down $0.35 during midday trading on Tuesday, reaching $92.14. 816,322 shares of the stock were exchanged, compared to its average volume of 743,350. Qualys has a 52 week low of $74.51 and a 52 week high of $155.47. The company’s 50 day moving average is $90.00 and its two-hundred day moving average is $118.29. The company has a market capitalization of $3.25 billion, a P/E ratio of 16.94 and a beta of 0.58.

Qualys (NASDAQ:QLYS) last posted its quarterly earnings results on Thursday, February 5th. The software maker reported $1.87 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.78 by $0.09. Qualys had a return on equity of 37.65% and a net margin of 29.64%.The business had revenue of $175.28 million for the quarter, compared to the consensus estimate of $173.18 million. During the same quarter in the prior year, the company earned $1.60 EPS. The business’s revenue was up 10.1% compared to the same quarter last year. Qualys has set its Q1 2026 guidance at 1.760-1.830 EPS and its FY 2026 guidance at 7.170-7.450 EPS. On average, sell-side analysts expect that Qualys will post 5.38 EPS for the current year.

Wall Street Analyst Weigh In

QLYS has been the subject of a number of analyst reports. Truist Financial decreased their price objective on Qualys from $120.00 to $85.00 and set a “hold” rating for the company in a research note on Friday, April 24th. TD Cowen restated a “hold” rating on shares of Qualys in a research note on Tuesday, April 14th. Canaccord Genuity Group set a $150.00 price objective on Qualys in a research note on Friday, February 6th. Royal Bank Of Canada decreased their price objective on Qualys from $140.00 to $134.00 and set a “sector perform” rating for the company in a research note on Friday, February 6th. Finally, Wedbush restated an “outperform” rating and set a $155.00 price objective on shares of Qualys in a research note on Friday, February 6th. One research analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating, ten have given a Hold rating and three have given a Sell rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Hold” and a consensus price target of $137.77.

Insider Buying and Selling at Qualys

In related news, CFO Joo Mi Kim sold 6,799 shares of the company’s stock in a transaction on Wednesday, February 4th. The stock was sold at an average price of $128.46, for a total transaction of $873,399.54. Following the completion of the sale, the chief financial officer directly owned 88,489 shares in the company, valued at $11,367,296.94. This represents a 7.14% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this link. In the last three months, insiders sold 6,964 shares of company stock worth $889,923. Corporate insiders own 1.00% of the company’s stock.

Institutional Investors Weigh In On Qualys

Hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Sivia Capital Partners LLC purchased a new stake in Qualys in the second quarter valued at about $292,000. Corient Private Wealth LLC purchased a new stake in Qualys in the second quarter valued at about $213,000. Commonwealth Equity Services LLC purchased a new stake in Qualys in the fourth quarter valued at about $205,000. EntryPoint Capital LLC purchased a new stake in Qualys in the fourth quarter valued at about $201,000. Finally, Wedbush Securities Inc. purchased a new stake in Qualys in the fourth quarter valued at about $200,000. 99.31% of the stock is currently owned by hedge funds and other institutional investors.

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.