William Blair Has Positive Forecast for Qualys Q2 Earnings

Qualys, Inc. (NASDAQ:QLYS) – Equities researchers at William Blair boosted their Q2 2025 earnings estimates for shares of Qualys in a research report issued on Wednesday, May 7th. William Blair analyst J. Ho now expects that the software maker will earn $1.00 per share for the quarter, up from their prior estimate of $0.92. The consensus estimate for Qualys’ current full-year earnings is $3.85 per share. William Blair also issued estimates for Qualys’ Q3 2025 earnings at $1.02 EPS, Q4 2025 earnings at $1.04 EPS, FY2025 earnings at $4.35 EPS and FY2026 earnings at $4.50 EPS.

Qualys (NASDAQ:QLYS) last posted its quarterly earnings results on Tuesday, May 6th. The software maker reported $1.67 EPS for the quarter, topping analysts’ consensus estimates of $1.46 by $0.21. Qualys had a return on equity of 38.52% and a net margin of 28.59%. The business had revenue of $159.90 million during the quarter, compared to the consensus estimate of $157.05 million. During the same period last year, the firm earned $1.45 earnings per share. The company’s revenue for the quarter was up 9.7% compared to the same quarter last year.

Several other brokerages have also recently commented on QLYS. Canaccord Genuity Group dropped their price target on shares of Qualys from $163.00 to $158.00 and set a “buy” rating on the stock in a research report on Wednesday, May 7th. Northland Securities restated a “market perform” rating and set a $146.00 price target (down from $150.00) on shares of Qualys in a report on Monday, February 10th. Wedbush reduced their target price on shares of Qualys from $160.00 to $145.00 and set an “outperform” rating for the company in a research note on Wednesday, May 7th. Jefferies Financial Group decreased their price target on Qualys from $145.00 to $130.00 and set a “hold” rating for the company in a research note on Monday, March 31st. Finally, Scotiabank set a $142.00 price target on shares of Qualys and gave the company a “sector perform” rating in a report on Wednesday, May 7th. Three research analysts have rated the stock with a sell rating, twelve have issued a hold rating and three have issued a buy rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Hold” and a consensus price target of $137.50.

Qualys Stock Performance

Shares of QLYS opened at $136.75 on Monday. Qualys has a 1 year low of $112.61 and a 1 year high of $170.00. The firm has a fifty day moving average of $125.70 and a 200-day moving average of $136.35. The company has a market cap of $4.97 billion, a price-to-earnings ratio of 29.41 and a beta of 0.61.

Insider Transactions at Qualys

In other Qualys news, Director Jeffrey P. Hank sold 4,000 shares of the stock in a transaction that occurred on Monday, May 5th. The stock was sold at an average price of $128.93, for a total transaction of $515,720.00. Following the transaction, the director now directly owns 12,666 shares in the company, valued at approximately $1,633,027.38. This represents a 24.00% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, CFO Joo Mi Kim sold 1,018 shares of the company’s stock in a transaction dated Monday, May 5th. The shares were sold at an average price of $126.75, for a total transaction of $129,031.50. Following the transaction, the chief financial officer now owns 100,920 shares in the company, valued at $12,791,610. This represents a 1.00% decrease in their position. The disclosure for this sale can be found here. In the last quarter, insiders sold 26,669 shares of company stock valued at $3,536,541. Corporate insiders own 0.88% of the company’s stock.

Hedge Funds Weigh In On Qualys

A number of hedge funds have recently bought and sold shares of the company. Amalgamated Bank boosted its holdings in shares of Qualys by 0.5% in the fourth quarter. Amalgamated Bank now owns 16,640 shares of the software maker’s stock worth $2,333,000 after acquiring an additional 77 shares during the period. HighTower Advisors LLC lifted its stake in Qualys by 1.4% during the fourth quarter. HighTower Advisors LLC now owns 5,749 shares of the software maker’s stock worth $806,000 after purchasing an additional 80 shares during the last quarter. Fifth Third Bancorp increased its position in shares of Qualys by 33.9% during the 4th quarter. Fifth Third Bancorp now owns 391 shares of the software maker’s stock valued at $55,000 after purchasing an additional 99 shares during the last quarter. State of Michigan Retirement System lifted its position in Qualys by 1.2% in the 1st quarter. State of Michigan Retirement System now owns 8,776 shares of the software maker’s stock worth $1,105,000 after buying an additional 100 shares during the last quarter. Finally, Securian Asset Management Inc. grew its holdings in shares of Qualys by 3.7% during the 1st quarter. Securian Asset Management Inc. now owns 2,809 shares of the software maker’s stock valued at $354,000 after purchasing an additional 100 shares during the last quarter. 99.31% of the stock is owned by hedge funds and other institutional investors.

About Qualys

Qualys, Inc, together with its subsidiaries, provides cloud-based platform delivering information technology (IT), security, and compliance solutions in the United States and internationally. It offers Qualys Cloud Apps, which include Cybersecurity Asset Management and External Attack Surface Management; Vulnerability Management, Detection and Response; Web Application Scanning; Patch Management; Custom Assessment and Remediation; Multi-Vector Endpoint Detection and Response; Context Extended Detection and Response; Policy Compliance; File Integrity Monitoring; and Qualys TotalCloud, as well as Cloud Workload Protection, Cloud Detection and Response, Cloud Security Posture Management, Infrastructure as Code, and Container Security.