Qualys (NASDAQ:QLYS) Posts Earnings Results, Beats Estimates By $0.14 EPS

Qualys (NASDAQ:QLYS) announced its quarterly earnings data on Tuesday. The software maker reported $1.95 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.81 by $0.14, FiscalAI reports. The company had revenue of $175.64 million for the quarter, compared to the consensus estimate of $173.66 million. Qualys had a return on equity of 37.65% and a net margin of 29.64%.The firm’s revenue was up 9.8% compared to the same quarter last year. During the same period in the previous year, the business earned $1.67 EPS. Qualys updated its FY 2026 guidance to 7.440-7.650 EPS and its Q2 2026 guidance to 1.730-1.800 EPS.

Here are the key takeaways from Qualys’ conference call:

• Qualys announced Agent Val is generally available and positioned its ETM (Enterprise TruRisk Management) platform as an AI-native ROC that combines exploit validation, autonomous remediation (TruRisk Eliminate / Agent Sarah) and an AI patch‑reliability score, which management says differentiates the company in a rising frontier‑AI threat environment.
• Financially the quarter was solid — revenue grew 10% to $175.6 million, adjusted EBITDA margin was 47%, EPS was $1.95, free cash flow was $93.6 million, the company repurchased $53.9 million of stock, and FY2026 revenue and EPS guidance were raised slightly to $721–727M and $7.44–7.65.
• Early commercial traction for ETM is visible — the ETM/CSAM cohort’s net dollar expansion rate was 107% and ETM/CSAM made up ~11% of LTM bookings, while channel contribution rose to 52% of revenue — but management emphasizes ETM adoption is still in early stages.
• Management cautioned on macro and adoption risks — guidance assumes no material change in overall NRR, sales cycles and higher sales & marketing spend may delay visible uplift from ETM, leaving near‑term NRR and new‑logo momentum potentially muted.

Qualys Trading Down 0.4%

QLYS stock traded down $0.35 during trading on Tuesday, reaching $92.14. 816,322 shares of the stock were exchanged, compared to its average volume of 971,907. The firm’s 50 day moving average is $89.99 and its 200 day moving average is $118.04. Qualys has a twelve month low of $74.51 and a twelve month high of $155.47. The firm has a market cap of $3.25 billion, a P/E ratio of 16.94 and a beta of 0.58.

Analyst Upgrades and Downgrades

A number of research analysts have recently issued reports on the company. Scotiabank dropped their price objective on Qualys from $139.00 to $135.00 and set a “sector perform” rating on the stock in a research note on Friday, February 6th. William Blair downgraded Qualys from an “outperform” rating to a “market perform” rating in a research note on Tuesday, April 28th. Canaccord Genuity Group set a $150.00 price objective on Qualys 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. Finally, Truist Financial dropped their price target on Qualys from $120.00 to $85.00 and set a “hold” rating on the stock in a research note on Friday, April 24th. One equities research 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.com, the company has an average rating of “Hold” and an average target price of $137.77.

Insiders Place Their Bets

In other news, CFO Joo Mi Kim sold 6,799 shares of the 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 completion of the sale, the chief financial officer directly owned 88,489 shares of the company’s stock, valued at $11,367,296.94. This represents a 7.14% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Over the last 90 days, insiders sold 6,964 shares of company stock worth $889,923. 1.00% of the stock is currently owned by corporate insiders.

Institutional Trading of Qualys

Institutional investors and hedge funds have recently modified their holdings of the stock. NewEdge Advisors LLC grew its holdings in Qualys by 3,948.0% during the first quarter. NewEdge Advisors LLC now owns 2,024 shares of the software maker’s stock valued at $255,000 after purchasing an additional 1,974 shares during the period. Sivia Capital Partners LLC bought a new position in Qualys in the 2nd quarter worth approximately $292,000. Northwestern Mutual Wealth Management Co. boosted its holdings in shares of Qualys by 3,218.8% in the second quarter. Northwestern Mutual Wealth Management Co. now owns 531 shares of the software maker’s stock worth $76,000 after acquiring an additional 515 shares during the period. EverSource Wealth Advisors LLC grew its position in shares of Qualys by 482.0% in the second quarter. EverSource Wealth Advisors LLC now owns 646 shares of the software maker’s stock valued at $92,000 after purchasing an additional 535 shares in the last quarter. Finally, Amundi grew its position in shares of Qualys by 47.1% in the second quarter. Amundi now owns 21,365 shares of the software maker’s stock valued at $3,076,000 after purchasing an additional 6,844 shares in the last quarter. 99.31% of the stock is owned by hedge funds and other institutional investors.

Qualys Company Profile

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.