Qualys (NASDAQ:QLYS) Issues 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 7.740-7.880 for the period, compared to the consensus estimate of 7.160. The company issued revenue guidance of $732.0 million-$738.0 million, compared to the consensus revenue estimate of $724.6 million. Qualys also updated its Q3 2026 guidance to 1.910-1.980 EPS.

Qualys Stock Up 4.0%

NASDAQ:QLYS traded up $6.17 on Tuesday, reaching $161.06. 1,040,724 shares of the company’s stock were exchanged, compared to its average volume of 765,978. The firm has a market capitalization of $5.67 billion, a price-to-earnings ratio of 28.92 and a beta of 0.60. Qualys has a 52-week low of $74.51 and a 52-week high of $167.86. The business has a fifty day moving average of $129.99 and a 200-day moving average of $110.80.

Qualys (NASDAQ:QLYS) last posted its quarterly earnings data on Tuesday, August 4th. The software maker reported $1.56 EPS for the quarter, missing the consensus estimate of $1.78 by ($0.22). Qualys had a net margin of 29.41% and a return on equity of 37.15%. Qualys has set its FY 2026 guidance at 7.740-7.880 EPS and its Q3 2026 guidance at 1.910-1.980 EPS. As a group, equities analysts anticipate that Qualys will post 5.47 earnings per share for the current year.

Wall Street Analyst Weigh In

Several equities analysts have commented on QLYS shares. Wedbush decreased their price target on shares of Qualys from $155.00 to $125.00 and set an “outperform” rating for the company in a research report on Thursday, May 7th. Morgan Stanley set a $96.00 target price on Qualys in a report on Wednesday, May 6th. Weiss Ratings raised Qualys from a “hold (c-)” rating to a “hold (c)” rating in a research note on Thursday, July 16th. William Blair downgraded Qualys from an “outperform” rating to a “market perform” rating in a report on Tuesday, April 28th. Finally, JPMorgan Chase & Co. increased their price target on Qualys from $139.00 to $150.00 and gave the company a “neutral” rating in a research report on Monday, July 27th. One analyst has rated the stock with a Strong Buy rating, three have assigned a Buy rating, twelve have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Hold” and a consensus target price of $142.53.

Insider Buying and Selling at Qualys

In related news, Director Thomas Berquist sold 939 shares of the business’s stock in a transaction on Friday, June 12th. The shares were sold at an average price of $110.75, for a total transaction of $103,994.25. Following the completion of the transaction, the director owned 6,781 shares in the company, valued at approximately $750,995.75. The trade was a 12.16% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Joo Mi Kim sold 965 shares of the stock in a transaction on Thursday, July 2nd. The shares were sold at an average price of $143.44, for a total value of $138,419.60. Following the completion of the transaction, the chief financial officer directly owned 81,215 shares in the company, valued at $11,649,479.60. This trade represents a 1.17% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders sold 75,228 shares of company stock worth $9,457,674. 0.72% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Qualys

Several hedge funds and other institutional investors have recently made changes to their positions in the business. Strive Financial Group LLC purchased a new stake in Qualys during the fourth quarter worth approximately $27,000. Northwestern Mutual Wealth Management Co. boosted its holdings in Qualys by 204.3% in the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 213 shares of the software maker’s stock valued at $28,000 after purchasing an additional 143 shares in the last quarter. Horizon Investments LLC purchased a new position in Qualys in the third quarter valued at approximately $57,000. CIBC Private Wealth Group LLC increased its stake in Qualys by 55.7% in the fourth quarter. CIBC Private Wealth Group LLC now owns 481 shares of the software maker’s stock valued at $64,000 after purchasing an additional 172 shares during the last quarter. Finally, Advisors Asset Management Inc. raised its holdings in Qualys by 74.2% during the fourth quarter. Advisors Asset Management Inc. now owns 547 shares of the software maker’s stock worth $73,000 after purchasing an additional 233 shares in the last quarter. 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.