Qualys (NASDAQ:QLYS) Releases FY 2025 Earnings Guidance

Qualys (NASDAQ:QLYS) issued an update on its FY 2025 earnings guidance on Tuesday morning. The company provided earnings per share (EPS) guidance of 6.930-7.000 for the period, compared to the consensus estimate of 5.740. The company issued revenue guidance of $665.8 million-$667.8 million, compared to the consensus revenue estimate of $659.3 million. Qualys also updated its Q4 2025 guidance to 1.730-1.800 EPS.

Qualys Trading Down 3.1%

Shares of NASDAQ:QLYS traded down $3.91 during trading on Tuesday, hitting $121.21. 505,682 shares of the stock were exchanged, compared to its average volume of 332,102. The company has a fifty day moving average price of $131.28 and a two-hundred day moving average price of $134.07. The company has a market cap of $4.38 billion, a PE ratio of 24.19 and a beta of 0.62. Qualys has a 12-month low of $112.61 and a 12-month high of $170.00.

Qualys (NASDAQ:QLYS) last announced its quarterly earnings results on Tuesday, November 4th. The software maker reported $1.39 EPS for the quarter, missing the consensus estimate of $1.56 by ($0.17). Qualys had a return on equity of 37.19% and a net margin of 29.04%. Qualys has set its FY 2025 guidance at 6.930-7.000 EPS. Q4 2025 guidance at 1.730-1.800 EPS. Equities research analysts anticipate that Qualys will post 3.85 earnings per share for the current fiscal year.

Analyst Ratings Changes

A number of research firms recently issued reports on QLYS. Zacks Research lowered Qualys from a “strong-buy” rating to a “hold” rating in a research note on Monday, October 6th. Wall Street Zen lowered Qualys from a “buy” rating to a “hold” rating in a research note on Saturday, August 30th. DA Davidson upped their target price on Qualys from $130.00 to $135.00 and gave the company a “neutral” rating in a research note on Wednesday, August 6th. Wedbush upped their target price on Qualys from $145.00 to $155.00 and gave the company an “outperform” rating in a research note on Wednesday, August 6th. Finally, Morgan Stanley upped their target price on Qualys from $90.00 to $97.00 and gave the company an “underweight” rating in a research note on Wednesday, August 6th. Two research analysts have rated the stock with a Buy rating, fourteen have given a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Hold” and a consensus target price of $140.62.

Insider Buying and Selling at Qualys

In related news, CFO Joo Mi Kim sold 787 shares of the stock in a transaction on Monday, October 6th. The stock was sold at an average price of $129.17, for a total value of $101,656.79. Following the completion of the sale, the chief financial officer directly owned 92,864 shares in the company, valued at approximately $11,995,242.88. This represents a 0.84% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Sumedh S. Thakar sold 8,500 shares of the stock in a transaction on Tuesday, October 14th. The shares were sold at an average price of $126.82, for a total value of $1,077,970.00. Following the completion of the sale, the chief executive officer owned 203,951 shares of the company’s stock, valued at approximately $25,865,065.82. This represents a 4.00% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 38,346 shares of company stock worth $5,028,258. 0.88% of the stock is currently owned by company insiders.

Institutional Trading of Qualys

Several large investors have recently modified their holdings of QLYS. NewEdge Advisors LLC grew its stake in shares of Qualys by 3,948.0% during the first quarter. NewEdge Advisors LLC now owns 2,024 shares of the software maker’s stock valued at $255,000 after acquiring an additional 1,974 shares in the last quarter. Sivia Capital Partners LLC bought a new position in shares of Qualys during the second quarter worth about $292,000. Northwestern Mutual Wealth Management Co. lifted its holdings in Qualys by 3,218.8% in the second quarter. Northwestern Mutual Wealth Management Co. now owns 531 shares of the software maker’s stock worth $76,000 after acquiring an additional 515 shares during the last quarter. EverSource Wealth Advisors LLC lifted its holdings in Qualys by 482.0% in the second quarter. EverSource Wealth Advisors LLC now owns 646 shares of the software maker’s stock worth $92,000 after acquiring an additional 535 shares during the last quarter. Finally, Amundi lifted its holdings in Qualys by 47.1% in the second quarter. Amundi now owns 21,365 shares of the software maker’s stock worth $3,076,000 after acquiring an additional 6,844 shares during the last quarter. 99.31% of the stock is currently owned by institutional investors and hedge funds.

About Qualys

Qualys, Inc, together with its subsidiaries, provides cloud-based platform delivering information technology (IT), security, and compliance solutions in the United States and internationally. It offers Qualys Cloud Apps, which include Cybersecurity Asset Management and External Attack Surface Management; Vulnerability Management, Detection and Response; Web Application Scanning; Patch Management; Custom Assessment and Remediation; Multi-Vector Endpoint Detection and Response; Context Extended Detection and Response; Policy Compliance; File Integrity Monitoring; and Qualys TotalCloud, as well as Cloud Workload Protection, Cloud Detection and Response, Cloud Security Posture Management, Infrastructure as Code, and Container Security.