Qualys (NASDAQ:QLYS) Releases Q4 2025 Earnings Guidance

Qualys (NASDAQ:QLYS) updated its fourth quarter 2025 earnings guidance on Tuesday. The company provided earnings per share (EPS) guidance of 1.730-1.800 for the period, compared to the consensus estimate of 1.330. The company issued revenue guidance of $172.0 million-$174.0 million, compared to the consensus revenue estimate of $169.4 million. Qualys also updated its FY 2025 guidance to 6.930-7.000 EPS.

Analyst Ratings Changes

A number of equities research analysts recently weighed in on the stock. Jefferies Financial Group upped their target price on shares of Qualys from $140.00 to $150.00 and gave the stock a “hold” rating in a report on Wednesday, August 6th. Weiss Ratings restated a “hold (c)” rating on shares of Qualys in a report on Wednesday, October 8th. Scotiabank upped their target price on shares of Qualys from $142.00 to $150.00 and gave the stock a “sector perform” rating in a report on Wednesday, August 6th. Morgan Stanley upped their target price on shares of Qualys from $90.00 to $97.00 and gave the stock an “underweight” rating in a report on Wednesday, August 6th. Finally, UBS Group reduced their price objective on shares of Qualys from $150.00 to $145.00 and set a “neutral” rating for the company in a research report on Tuesday, October 21st. Two investment analysts have rated the stock with a Buy rating, fourteen have assigned a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Hold” and an average price target of $140.62.

Qualys Price Performance

Shares of Qualys stock traded down $3.91 on Tuesday, reaching $121.21. 505,682 shares of the company traded hands, compared to its average volume of 332,102. Qualys has a 52 week low of $112.61 and a 52 week high of $170.00. The company has a 50 day moving average of $131.28 and a 200 day moving average of $134.07. The firm has a market capitalization of $4.38 billion, a PE ratio of 24.19 and a beta of 0.62.

Qualys (NASDAQ:QLYS) last released its earnings results on Tuesday, November 4th. The software maker reported $1.39 earnings per share for the quarter, missing analysts’ consensus estimates of $1.56 by ($0.17). Qualys had a net margin of 29.04% and a return on equity of 37.19%. Qualys has set its FY 2025 guidance at 6.930-7.000 EPS. Q4 2025 guidance at 1.730-1.800 EPS. As a group, analysts anticipate that Qualys will post 3.85 earnings per share for the current year.

Insider Buying and Selling

In related news, CFO Joo Mi Kim sold 844 shares of the firm’s stock in a transaction that occurred on Friday, September 5th. The shares were sold at an average price of $134.80, for a total value of $113,771.20. Following the completion of the transaction, the chief financial officer directly owned 93,651 shares of the company’s stock, valued at approximately $12,624,154.80. This trade represents a 0.89% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Bruce K. Posey sold 540 shares of the firm’s stock in a transaction that occurred on Monday, October 20th. The stock was sold at an average price of $127.12, for a total transaction of $68,644.80. Following the completion of the transaction, the insider directly owned 56,775 shares of the company’s stock, valued at approximately $7,217,238. This trade represents a 0.94% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 38,346 shares of company stock worth $5,028,258 in the last 90 days. 0.88% of the stock is currently owned by company insiders.

Institutional Trading of Qualys

Several institutional investors and hedge funds have recently bought and sold shares of the company. State of Wyoming lifted its stake in Qualys by 254.6% in the 2nd quarter. State of Wyoming now owns 2,720 shares of the software maker’s stock worth $389,000 after purchasing an additional 1,953 shares in the last quarter. Caxton Associates LLP purchased a new stake in Qualys in the 2nd quarter worth approximately $788,000. Tower Research Capital LLC TRC lifted its stake in Qualys by 216.3% in the 2nd quarter. Tower Research Capital LLC TRC now owns 5,876 shares of the software maker’s stock worth $840,000 after purchasing an additional 4,018 shares in the last quarter. Corient Private Wealth LLC purchased a new stake in Qualys in the 2nd quarter worth approximately $213,000. Finally, State of Tennessee Department of Treasury lifted its stake in Qualys by 10.9% in the 2nd quarter. State of Tennessee Department of Treasury now owns 15,958 shares of the software maker’s stock worth $2,280,000 after purchasing an additional 1,569 shares in the last quarter. 99.31% of the stock is currently owned by hedge funds and other institutional investors.

Qualys Company Profile

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.