Qualys (NASDAQ:QLYS) Issues Q2 2026 Earnings Guidance

Qualys (NASDAQ:QLYS) updated its second quarter 2026 earnings guidance on Tuesday. The company provided EPS guidance of 1.730-1.800 for the period, compared to the consensus EPS 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 Analyst Weigh In

A number of equities analysts recently commented on the company. Wall Street Zen downgraded Qualys from a “buy” rating to a “hold” rating in a research note on Saturday. JPMorgan Chase & Co. decreased their price target on Qualys from $117.00 to $113.00 and set an “underweight” rating for the company in a research note on Friday, February 6th. Zacks Research downgraded Qualys from a “strong-buy” rating to a “hold” rating in a research note on Monday, January 5th. William Blair downgraded Qualys from an “outperform” rating to a “market perform” rating in a research note on Tuesday, April 28th. Finally, Weiss Ratings downgraded Qualys from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Friday, April 17th. One research analyst has rated the stock with a Strong Buy rating, two have given a Buy rating, ten have assigned a Hold rating and three have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, Qualys has an average rating of “Hold” and a consensus target price of $137.77.

Qualys Stock Down 0.4%

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

Qualys (NASDAQ:QLYS) last issued its earnings results on Thursday, February 5th. The software maker reported $1.87 EPS for the quarter, beating analysts’ consensus estimates 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 during the quarter, compared to the consensus estimate of $173.18 million. During the same period in the previous year, the firm posted $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 predict that Qualys will post 5.38 EPS for the current year.

Insider Buying and Selling at Qualys

In other news, CFO Joo Mi Kim sold 6,799 shares of Qualys stock in a transaction that occurred on Wednesday, February 4th. The stock was sold at an average price of $128.46, for a total transaction of $873,399.54. Following the sale, the chief financial officer owned 88,489 shares of the company’s stock, valued at approximately $11,367,296.94. The trade was a 7.14% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Insiders sold a total of 6,964 shares of company stock worth $889,923 over the last quarter. Insiders own 1.00% of the company’s stock.

Institutional Investors Weigh In On Qualys

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