Equities Analysts Set Expectations for Qualys Q2 Earnings

Qualys, Inc. (NASDAQ:QLYS) – Stock analysts at Wedbush lifted their Q2 2025 earnings per share (EPS) estimates for shares of Qualys in a research note issued to investors on Wednesday, May 7th. Wedbush analyst D. Ives now expects that the software maker will post earnings per share of $1.01 for the quarter, up from their prior estimate of $0.97. Wedbush has a “Outperform” rating and a $145.00 price objective on the stock. The consensus estimate for Qualys’ current full-year earnings is $3.85 per share. Wedbush also issued estimates for Qualys’ Q3 2025 earnings at $1.12 EPS, Q4 2025 earnings at $1.12 EPS, FY2025 earnings at $4.54 EPS, Q2 2026 earnings at $1.12 EPS, Q4 2026 earnings at $1.27 EPS and FY2026 earnings at $4.66 EPS.

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

Other research analysts also recently issued research reports about the company. Morgan Stanley cut their price target on Qualys from $120.00 to $90.00 and set an “underweight” rating on the stock in a research note on Wednesday, April 16th. Loop Capital cut their price target on Qualys from $150.00 to $140.00 and set a “hold” rating on the stock in a research note on Friday, February 7th. StockNews.com raised Qualys from a “hold” rating to a “buy” rating in a research note on Saturday, April 12th. JPMorgan Chase & Co. cut their price target on Qualys from $122.00 to $117.00 and set an “underweight” rating on the stock in a research note on Monday, April 28th. Finally, Needham & Company LLC reissued a “hold” rating on shares of Qualys in a research note on Monday, February 10th. Three analysts have rated the stock with a sell rating, twelve have assigned a hold rating and three have assigned a buy rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Hold” and a consensus price target of $137.50.

Qualys Stock Performance

Shares of QLYS opened at $136.49 on Monday. The business’s fifty day moving average price is $125.61 and its two-hundred day moving average price is $136.24. The firm has a market capitalization of $4.96 billion, a price-to-earnings ratio of 29.35 and a beta of 0.61. Qualys has a 52 week low of $112.61 and a 52 week high of $170.00.

Insider Buying and Selling

In other news, CEO Sumedh S. Thakar sold 7,000 shares of the firm’s stock in a transaction that occurred on Monday, April 14th. The shares were sold at an average price of $123.81, for a total transaction of $866,670.00. Following the completion of the transaction, the chief executive officer now directly owns 246,313 shares of the company’s stock, valued at $30,496,012.53. This trade represents a 2.76% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Bruce K. Posey sold 524 shares of Qualys stock in a transaction that occurred on Thursday, March 20th. The shares were sold at an average price of $129.38, for a total transaction of $67,795.12. Following the completion of the sale, the insider now owns 65,053 shares in the company, valued at $8,416,557.14. This trade represents a 0.80% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last quarter, insiders have sold 26,669 shares of company stock valued at $3,536,541. 0.88% of the stock is owned by company insiders.

Institutional Inflows and Outflows

A number of hedge funds have recently added to or reduced their stakes in the business. Assenagon Asset Management S.A. lifted its position in Qualys by 1,386.2% during the 4th quarter. Assenagon Asset Management S.A. now owns 355,699 shares of the software maker’s stock worth $49,876,000 after buying an additional 331,766 shares in the last quarter. Cubist Systematic Strategies LLC bought a new position in Qualys in the fourth quarter valued at approximately $27,086,000. Penserra Capital Management LLC increased its position in shares of Qualys by 53.3% during the 1st quarter. Penserra Capital Management LLC now owns 499,084 shares of the software maker’s stock worth $62,849,000 after purchasing an additional 173,512 shares during the last quarter. Vanguard Group Inc. increased its position in shares of Qualys by 3.1% during the 4th quarter. Vanguard Group Inc. now owns 4,312,662 shares of the software maker’s stock worth $604,721,000 after purchasing an additional 131,339 shares during the last quarter. Finally, Boston Trust Walden Corp increased its position in shares of Qualys by 13.3% during the 4th quarter. Boston Trust Walden Corp now owns 1,049,623 shares of the software maker’s stock worth $147,178,000 after purchasing an additional 123,530 shares during the last quarter. Institutional investors own 99.31% of the company’s stock.

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.