Qualys (NASDAQ:QLYS) Updates Q2 2026 Earnings Guidance

Qualys (NASDAQ:QLYS) updated its second quarter 2026 earnings guidance on Tuesday. The company provided earnings per share guidance of 1.730-1.800 for the period, compared to the consensus earnings per share estimate of 1.690. The company issued revenue guidance of $177.5 million-$179.5 million, compared to the consensus revenue estimate of $177.0 million. Qualys also updated its FY 2026 guidance to 7.440-7.650 EPS.

Wall Street Analysts Forecast Growth

A number of brokerages recently issued reports on QLYS. TD Cowen reiterated a “hold” rating on shares of Qualys in a research report on Tuesday, April 14th. Royal Bank Of Canada dropped their price target on Qualys from $140.00 to $134.00 and set a “sector perform” rating for the company in a report on Friday, February 6th. Truist Financial dropped their price target on Qualys from $120.00 to $85.00 and set a “hold” rating for the company in a report on Friday, April 24th. Scotiabank dropped their price target on Qualys from $139.00 to $135.00 and set a “sector perform” rating for the company in a report on Friday, February 6th. Finally, JPMorgan Chase & Co. dropped their price target on Qualys from $117.00 to $113.00 and set an “underweight” rating for the company in a report on Friday, February 6th. One investment analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating, ten have assigned a Hold rating and three have assigned a Sell rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Hold” and an average price target of $137.77.

Qualys Stock Performance

QLYS traded down $0.35 during midday trading on Tuesday, hitting $92.14. The company had a trading volume of 816,322 shares, compared to its average volume of 743,350. The company has a market capitalization of $3.25 billion, a PE ratio of 16.94 and a beta of 0.58. Qualys has a twelve month low of $74.51 and a twelve month high of $155.47. The firm’s 50-day simple moving average is $90.00 and its 200-day simple moving average is $118.29.

Qualys (NASDAQ:QLYS) last released its earnings results on Thursday, February 5th. The software maker reported $1.87 EPS for the quarter, beating the consensus estimate of $1.78 by $0.09. The company had revenue of $175.28 million during the quarter, compared to analysts’ expectations of $173.18 million. Qualys had a return on equity of 37.65% and a net margin of 29.64%.The business’s revenue for the quarter was up 10.1% on a year-over-year basis. During the same period last year, the firm earned $1.60 EPS. Qualys has set its Q1 2026 guidance at 1.760-1.830 EPS and its FY 2026 guidance at 7.170-7.450 EPS. As a group, sell-side analysts anticipate that Qualys will post 5.38 EPS for the current fiscal year.

Insider Activity at Qualys

In other news, CFO Joo Mi Kim sold 6,799 shares of Qualys stock in a transaction on Wednesday, February 4th. The stock was sold at an average price of $128.46, for a total value of $873,399.54. Following the completion of the sale, the chief financial officer directly owned 88,489 shares of the company’s stock, valued at approximately $11,367,296.94. This trade represents a 7.14% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Over the last ninety days, insiders sold 6,964 shares of company stock valued at $889,923. 1.00% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Qualys

Several institutional investors have recently modified their holdings of the business. Quadrant Capital Group LLC grew its position in shares of Qualys by 1.8% during the 3rd quarter. Quadrant Capital Group LLC now owns 5,027 shares of the software maker’s stock worth $665,000 after buying an additional 88 shares during the period. Captrust Financial Advisors grew its position in shares of Qualys by 4.6% during the 2nd quarter. Captrust Financial Advisors now owns 2,038 shares of the software maker’s stock worth $291,000 after buying an additional 90 shares during the period. NewEdge Advisors LLC grew its position in shares of Qualys by 3.7% during the 3rd quarter. NewEdge Advisors LLC now owns 3,239 shares of the software maker’s stock worth $429,000 after buying an additional 115 shares during the period. Balyasny Asset Management L.P. grew its position in shares of Qualys by 4.9% during the 2nd quarter. Balyasny Asset Management L.P. now owns 2,818 shares of the software maker’s stock worth $403,000 after buying an additional 131 shares during the period. Finally, Northwestern Mutual Wealth Management Co. grew its position in shares of Qualys by 204.3% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 213 shares of the software maker’s stock worth $28,000 after buying an additional 143 shares during the period. Institutional investors and hedge funds own 99.31% of the company’s stock.

About Qualys

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.