Qualys (NASDAQ:QLYS) Announces Q4 2026 Earnings Guidance

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

Qualys Price Performance

NASDAQ QLYS opened at $175.11 on Wednesday. Qualys has a 1 year low of $74.51 and a 1 year high of $235.54. The company has a market capitalization of $6.06 billion, a PE ratio of 33.08 and a beta of 0.54. The company has a fifty day moving average of $190.85 and a 200 day moving average of $137.28.

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

Wall Street Analysts Forecast Growth

A number of research firms recently issued reports on QLYS. Jefferies Financial Group dropped their price target on shares of Qualys from $235.00 to $215.00 and set a “hold” rating on the stock in a research note on Tuesday. Yorkville Ives started coverage on shares of Qualys in a report on Monday, October 5th. They issued an “outperform” rating and a $230.00 price target for the company. Truist Financial upped their price objective on shares of Qualys from $160.00 to $185.00 and gave the stock a “hold” rating in a research report on Wednesday, August 5th. JPMorgan Chase & Co. decreased their price objective on shares of Qualys from $241.00 to $215.00 and set a “neutral” rating on the stock in a report on Tuesday. Finally, Wall Street Zen downgraded shares of Qualys from a “buy” rating to a “hold” rating in a report on Monday, November 2nd. One investment analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Hold” and an average target price of $195.00.

Insider Buying and Selling at Qualys

In other news, CEO Sumedh S. Thakar sold 3,200 shares of the stock in a transaction 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 directly owned 177,138 shares in the company, valued at approximately $33,719,989.68. This represents a 1.77% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Bruce Posey sold 881 shares of Qualys stock in a transaction dated Tuesday, October 20th. The shares were 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 ownership of the stock. 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 a total of 11,672 shares of company stock worth $2,192,747 in the last three months. 0.72% of the stock is owned by corporate insiders.

Qualys News Roundup

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

Qualys Company Profile

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.