Qualys (NASDAQ:QLYS) Announces Q4 2026 Earnings Guidance

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

Analyst Ratings Changes

QLYS has been the subject of several research analyst reports. Truist Financial increased their price objective on Qualys from $160.00 to $185.00 and gave the company a “hold” rating in a report on Wednesday, August 5th. Northland Securities set a $208.00 target price on shares of Qualys in a report on Wednesday, August 5th. Canaccord Genuity Group set a $190.00 price target on shares of Qualys in a research report on Wednesday, August 5th. UBS Group upped their price target on shares of Qualys from $170.00 to $210.00 and gave the company a “neutral” rating in a research report on Tuesday. Finally, Robert W. Baird increased their price target on shares of Qualys from $160.00 to $210.00 and gave the stock a “neutral” rating in a research note on Tuesday. One investment analyst has rated the stock with a Strong Buy rating, four have given a Buy rating, twelve have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the company currently has an average rating of “Hold” and a consensus price target of $195.00.

Qualys Stock Performance

Shares of QLYS opened at $182.69 on Thursday. The stock has a market capitalization of $6.32 billion, a P/E ratio of 30.40 and a beta of 0.54. The company’s fifty day moving average is $190.96 and its two-hundred day moving average is $137.55. Qualys has a 1 year low of $74.51 and a 1 year high of $235.54.

Qualys (NASDAQ:QLYS) last released 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 company had revenue of $188.05 million during the quarter, compared to analysts’ expectations of $186.63 million. Qualys had a net margin of 29.59% and a return on equity of 37.09%. The business’s revenue was up 10.7% on a year-over-year basis. During the same quarter last year, the business earned $1.86 EPS. Sell-side analysts predict that Qualys will post 5.84 EPS for the current year.

Insider Transactions at Qualys

In related news, insider Bruce K. Posey sold 881 shares of the company’s stock in a transaction 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 owned 57,807 shares of the company’s stock, valued at $10,955,582.64. This represents a 1.50% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Sumedh Thakar sold 3,200 shares of the company’s stock in a transaction dated Monday, September 14th. The stock was sold at an average price of $170.05, for a total transaction of $544,160.00. Following the transaction, the chief executive officer owned 180,338 shares in the company, valued at $30,666,476.90. The trade was a 1.74% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders sold 11,672 shares of company stock valued at $2,192,747. Corporate insiders own 0.72% of the company’s stock.

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.