Qualys (NASDAQ:QLYS) Releases FY 2026 Earnings Guidance

Qualys (NASDAQ:QLYS) updated its FY 2026 earnings guidance on Tuesday. The company provided earnings per share guidance of 7.440-7.650 for the period, compared to the consensus earnings per share estimate of 6.980. The company issued revenue guidance of $721.0 million-$727.0 million, compared to the consensus revenue estimate of $721.3 million. Qualys also updated its Q2 2026 guidance to 1.730-1.800 EPS.

Analyst Ratings Changes

A number of research firms have issued reports on QLYS. TD Cowen reiterated a “hold” rating on shares of Qualys in a research note on Tuesday, April 14th. Weiss Ratings lowered shares of Qualys from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Friday, April 17th. Truist Financial reduced their target price on shares of Qualys from $120.00 to $85.00 and set a “hold” rating for the company in a research note on Friday, April 24th. Royal Bank Of Canada decreased their target price on Qualys from $140.00 to $134.00 and set a “sector perform” rating on the stock in a research report on Friday, February 6th. Finally, Wedbush restated an “outperform” rating and set a $155.00 price target on shares of Qualys in a research note on Friday, February 6th. One equities research analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating, ten have assigned a Hold rating and three have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus target price of $137.77.

Qualys Trading Down 0.4%

Shares of NASDAQ QLYS opened at $92.14 on Wednesday. Qualys has a 1-year low of $74.51 and a 1-year high of $155.47. The company has a 50-day moving average of $89.99 and a two-hundred day moving average of $118.04. The company has a market cap of $3.25 billion, a PE ratio of 16.94 and a beta of 0.58.

Qualys (NASDAQ:QLYS) last announced its quarterly earnings data on Tuesday, May 5th. The software maker reported $1.95 EPS for the quarter, topping analysts’ consensus estimates of $1.81 by $0.14. Qualys had a return on equity of 37.65% and a net margin of 29.64%.The firm had revenue of $175.64 million during the quarter, compared to analyst estimates of $173.66 million. During the same period last year, the company earned $1.67 earnings per share. The company’s revenue was up 9.8% on a year-over-year basis. Qualys has set its FY 2026 guidance at 7.440-7.650 EPS and its Q2 2026 guidance at 1.730-1.800 EPS. As a group, equities research analysts forecast that Qualys will post 5.38 earnings per share for the current year.

More Qualys News

Here are the key news stories impacting Qualys this week:

• Positive Sentiment: Q1 results beat expectations — GAAP EPS $1.95 vs. $1.81 consensus and revenue $175.6M (up ~9.8% YoY), with healthy margins that validate the business model. Qualys Announces First Quarter 2026 Financial Results
• Positive Sentiment: Company raised guidance — Q2 EPS guide 1.730–1.800 (vs. ~1.69 consensus) and FY 2026 EPS guide 7.440–7.650 (above ~6.98 consensus); FY revenue guide $721.0M–$727.0M. The upside revision is a key driver for the stock move. Qualys Announces First Quarter 2026 Financial Results
• Positive Sentiment: Strategic partnership with Converge to offer insurance-linked cyber risk solutions that reward proven security posture — a potential commercial differentiator and incremental revenue stream. Qualys and Converge Launch Joint Offering
• Neutral Sentiment: Analyst reaction mixed — William Blair’s Jonathan Ho maintained a Hold, noting solid near-term results but uncertainty around long‑term growth, which tempers investor enthusiasm. Jonathan Ho Maintains Hold on Qualys
• Neutral Sentiment: Wider coverage and analyst notes (Zacks, Chron, MSN) largely echo the beat + raised guidance narrative; useful for volume but not new information. Qualys (QLYS) Q1 Earnings and Revenues Surpass Estimates
• Negative Sentiment: Longer‑term questions remain — some analysts cite an uncertain growth runway and the stock is still below its 200‑day moving average (~$118), which could limit sustained upside until growth visibility improves. Qualys: Q1 Earnings Snapshot

Hedge Funds Weigh In On Qualys

A number of hedge funds and other institutional investors have recently made changes to their positions in the company. Sivia Capital Partners LLC acquired a new stake in shares of Qualys during the second quarter worth about $292,000. Brooklyn Investment Group acquired a new position in shares of Qualys in the 4th quarter valued at approximately $244,000. Vise Technologies Inc. acquired a new position in shares of Qualys in the 3rd quarter valued at approximately $227,000. WINTON GROUP Ltd bought a new stake in Qualys during the 3rd quarter worth approximately $217,000. Finally, Occudo Quantitative Strategies LP bought a new stake in Qualys during the 4th quarter worth approximately $215,000. 99.31% of the stock is owned by 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.