Qualys (NASDAQ:QLYS) Releases FY 2026 Earnings Guidance

by · The Cerbat Gem

Qualys (NASDAQ:QLYSGet Free Report) updated its FY 2026 earnings guidance on Tuesday. The company provided earnings per share (EPS) guidance of 7.440-7.650 for the period, compared to the consensus 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.

Analyst Ratings Changes

Several brokerages have recently issued reports on QLYS. Weiss Ratings cut Qualys from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Friday, April 17th. Royal Bank Of Canada reduced 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. Zacks Research cut Qualys from a “strong-buy” rating to a “hold” rating in a research note on Monday, January 5th. Wedbush restated an “outperform” rating and issued a $155.00 price objective on shares of Qualys in a research note on Friday, February 6th. Finally, DA Davidson reduced their price objective on Qualys from $135.00 to $125.00 and set a “neutral” rating for the company in a research note on Friday, February 6th. One analyst has rated the stock with a Strong Buy rating, two have given a Buy rating, ten have given a Hold rating and three have issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Hold” and a consensus price target of $137.77.

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Qualys Price Performance

QLYS stock traded down $0.35 during trading on Tuesday, hitting $92.14. 816,322 shares of the company traded hands, compared to its average volume of 743,350. The stock’s 50-day simple moving average is $90.00 and its 200 day simple moving average is $118.29. The company has a market cap of $3.25 billion, a PE ratio of 16.94 and a beta of 0.58. Qualys has a 1 year low of $74.51 and a 1 year high of $155.47.

Qualys (NASDAQ:QLYSGet Free Report) last issued its quarterly earnings data on Thursday, February 5th. The software maker reported $1.87 EPS for the quarter, beating the consensus estimate of $1.78 by $0.09. Qualys had a return on equity of 37.65% and a net margin of 29.64%.The company had revenue of $175.28 million for the quarter, compared to analyst estimates of $173.18 million. During the same period last year, the company earned $1.60 earnings per share. Qualys’s quarterly 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. Research analysts expect that Qualys will post 5.38 earnings per share for the current year.

Insider Buying and Selling

In other Qualys news, CFO Joo Mi Kim sold 6,799 shares of the firm’s stock in a transaction that occurred 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 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 ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Insiders sold 6,964 shares of company stock valued at $889,923 over the last quarter. 1.00% of the stock is currently owned by company insiders.

Institutional Trading of Qualys

Several institutional investors have recently bought and sold shares of QLYS. Fuller & Thaler Asset Management Inc. acquired a new stake in Qualys in the fourth quarter valued at approximately $78,591,000. Alyeska Investment Group L.P. acquired a new stake in Qualys in the third quarter valued at approximately $45,854,000. AQR Capital Management LLC grew its holdings in Qualys by 46.9% in the second quarter. AQR Capital Management LLC now owns 1,012,100 shares of the software maker’s stock valued at $144,133,000 after purchasing an additional 323,324 shares during the period. Arrowstreet Capital Limited Partnership grew its holdings in Qualys by 291.0% in the fourth quarter. Arrowstreet Capital Limited Partnership now owns 366,844 shares of the software maker’s stock valued at $48,754,000 after purchasing an additional 273,017 shares during the period. Finally, First Trust Advisors LP grew its holdings in Qualys by 24.1% in the fourth quarter. First Trust Advisors LP now owns 1,372,587 shares of the software maker’s stock valued at $182,417,000 after purchasing an additional 266,924 shares during the period. 99.31% of the stock is owned by institutional investors and hedge funds.

Qualys Company Profile

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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.

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