Qualys (NASDAQ:QLYS) Issues Q4 2026 Earnings Guidance

Qualys (NASDAQ:QLYS) issued an update on its fourth quarter 2026 earnings guidance on Tuesday. The company provided EPS guidance of 2.050-2.120 for the period, compared to the consensus EPS 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.

Analysts Set New Price Targets

A number of analysts have recently weighed in on QLYS shares. TD Cowen increased their price objective on Qualys from $170.00 to $200.00 and gave the company a “hold” rating in a research note on Tuesday, October 13th. Northland Securities set a $208.00 price objective on Qualys in a report on Wednesday, August 5th. Scotiabank lifted their target price on shares of Qualys from $190.00 to $220.00 and gave the company an “outperform” rating in a report on Wednesday, August 5th. Zacks Research upgraded shares of Qualys from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, August 11th. Finally, Piper Sandler upped their price target on Qualys from $175.00 to $185.00 and gave the company a “neutral” rating in a report on Tuesday. One investment analyst has rated the stock with a Strong Buy rating, four have given a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, Qualys has a consensus rating of “Hold” and a consensus price target of $189.87.

Qualys Price Performance

Qualys stock opened at $202.46 on Tuesday. The firm has a 50-day moving average of $191.07 and a two-hundred day moving average of $137.06. The stock has a market cap of $7.01 billion, a price-to-earnings 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.

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

Insider Activity

In other news, CEO Sumedh S. Thakar sold 3,200 shares of the company’s stock in a transaction dated Wednesday, October 14th. The stock was sold at an average price of $190.36, for a total transaction of $609,152.00. Following the completion of the transaction, the chief executive officer directly owned 177,138 shares of the company’s stock, valued at approximately $33,719,989.68. This represents a 1.77% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Bruce Posey sold 881 shares of the stock in a transaction on Tuesday, October 20th. The stock was sold at an average price of $189.52, for a total transaction of $166,967.12. Following the sale, the insider owned 57,807 shares of the company’s stock, valued at approximately $10,955,582.64. This 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 worth $2,192,747 over the last ninety days. Corporate insiders own 0.72% of the company’s stock.

Key Stories Impacting Qualys

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.