Qualys (NASDAQ:QLYS) Releases FY 2026 Earnings Guidance

Qualys (NASDAQ:QLYS) issued an update on its FY 2026 earnings guidance on Tuesday morning. The company provided 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 Price Performance

Shares of QLYS opened at $175.11 on Wednesday. The company has a market capitalization of $6.06 billion, a price-to-earnings ratio of 33.08 and a beta of 0.54. Qualys has a 1 year low of $74.51 and a 1 year high of $235.54. The business has a 50-day moving average of $190.85 and a 200-day moving average of $137.28.

Qualys (NASDAQ:QLYS) last announced its earnings results on Monday, November 9th. The software maker reported $2.12 EPS for the quarter, beating the consensus estimate of $1.96 by $0.16. Qualys had a return on equity of 38.44% and a net margin of 29.59%. The company had revenue of $188.05 million for the quarter, compared to analyst estimates of $186.63 million. During the same quarter in the prior year, the company earned $1.86 EPS. The firm’s revenue for the quarter was up 10.7% compared to the same quarter last year. As a group, sell-side analysts anticipate that Qualys will post 5.84 EPS for the current year.

Wall Street Analysts Forecast Growth

QLYS has been the topic of a number of research analyst reports. Northland Securities set a $208.00 target price on Qualys in a research note on Wednesday, August 5th. Robert W. Baird lifted their target price on shares of Qualys from $160.00 to $210.00 and gave the stock a “neutral” rating in a research note on Tuesday. Zacks Research upgraded Qualys from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, August 11th. Royal Bank Of Canada increased their target price on shares of Qualys from $180.00 to $197.00 and gave the stock a “sector perform” rating in a research note on Tuesday. Finally, Canaccord Genuity Group set a $190.00 price target on Qualys in a report on Wednesday, August 5th. One research analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Hold” and a consensus target price of $195.00.

Insiders Place Their Bets

In related news, insider Bruce K. Posey sold 881 shares of the firm’s stock in a transaction that occurred 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 transaction, the insider directly owned 57,807 shares in the company, valued at $10,955,582.64. This trade represents a 1.50% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Sumedh Thakar sold 3,200 shares of the firm’s stock in a transaction that occurred on 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 owned 177,138 shares in the company, valued at $33,719,989.68. This represents a 1.77% 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 three months. Insiders own 0.72% of the company’s stock.

Trending Headlines about Qualys

Here are the key news stories impacting Qualys this week:

• Positive Sentiment: Qualys reported Q3 adjusted EPS of $2.12, above the $1.96 consensus, and revenue of $188.05 million, ahead of estimates and up about 11% year over year. Strong federal demand, channel growth and security-product adoption helped drive the results. Qualys Q3 Earnings Beat on Federal Strength, 2026 Guidance Raised
• Positive Sentiment: The company raised its FY2026 outlook: revenue is now expected at $736.9 million–$738.9 million, with adjusted EPS guidance of $8.07–$8.14. Q4 revenue guidance of $191 million–$193 million and EPS guidance of $2.05–$2.12 also exceeded consensus estimates. Qualys forecasts FY2026 EPS and revenue
• Positive Sentiment: Qualys expanded its global mROC alliance with technology partners covering mobile, operational technology, IoT and identity security—broadening the reach of its risk-management platform. Qualys expands global mROC alliance
• Neutral Sentiment: Analyst reactions were mixed: JPMorgan and Jefferies cut their price targets to $215 while keeping neutral/hold ratings; UBS, Baird, RBC, Wedbush and Piper Sandler raised targets, largely retaining neutral ratings. JPMorgan lowers Qualys price target
• Negative Sentiment: Shares declined after the earnings report as investors weighed margin concerns and analyst commentary pointing to a slowdown in Q4 billings growth. This tempered the positive impact of the earnings beat and raised full-year guidance. Analysts highlight Q4 billings growth slowdown

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.