William Blair Analysts Boost Earnings Estimates for Qualys

Qualys, Inc. (NASDAQ:QLYS) – Investment analysts at William Blair boosted their Q2 2025 earnings per share estimates for Qualys in a research note issued on Wednesday, May 7th. William Blair analyst J. Ho now anticipates that the software maker will earn $1.00 per share for the quarter, up from their previous 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 earnings per share (EPS) for the quarter, beating 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 firm had revenue of $159.90 million during the quarter, compared to the consensus estimate of $157.05 million. During the same quarter in the previous year, the business earned $1.45 earnings per share. The firm’s quarterly revenue was up 9.7% compared to the same quarter last year.

Other equities research analysts have also issued research reports about the company. Morgan Stanley lowered their target price on Qualys from $120.00 to $90.00 and set an “underweight” rating for the company in a research note on Wednesday, April 16th. Jefferies Financial Group lowered their target price on Qualys from $145.00 to $130.00 and set a “hold” rating for the company in a research note on Monday, March 31st. Wedbush lowered their target price on Qualys from $160.00 to $145.00 and set an “outperform” rating for the company in a research note on Wednesday, May 7th. Needham & Company LLC reiterated a “hold” rating on shares of Qualys in a research note on Monday, February 10th. Finally, Canaccord Genuity Group lowered their target price on Qualys from $163.00 to $158.00 and set a “buy” rating for the company in a research note on Wednesday, May 7th. Three analysts have rated the stock with a sell rating, twelve have given a hold rating and three have assigned a buy rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Hold” and an average target price of $137.50.

Qualys Trading Up 3.2%

QLYS stock opened at $136.49 on Monday. The stock has a 50-day moving average price of $125.61 and a two-hundred day moving average price of $136.24. Qualys has a 12-month low of $112.61 and a 12-month high of $170.00. The company has a market cap of $4.96 billion, a PE ratio of 29.35 and a beta of 0.61.

Institutional Inflows and Outflows

A number of large investors have recently bought and sold shares of QLYS. Barclays PLC lifted its holdings in shares of Qualys by 101.8% in the 3rd quarter. Barclays PLC now owns 112,214 shares of the software maker’s stock worth $14,415,000 after purchasing an additional 56,613 shares during the last quarter. Tidal Investments LLC lifted its holdings in shares of Qualys by 70.5% in the 3rd quarter. Tidal Investments LLC now owns 2,472 shares of the software maker’s stock worth $318,000 after purchasing an additional 1,022 shares during the last quarter. Franklin Resources Inc. lifted its holdings in shares of Qualys by 8.1% in the 3rd quarter. Franklin Resources Inc. now owns 39,603 shares of the software maker’s stock worth $4,968,000 after purchasing an additional 2,972 shares during the last quarter. Mendota Financial Group LLC bought a new stake in shares of Qualys in the 4th quarter worth approximately $91,000. Finally, Assenagon Asset Management S.A. raised its stake 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 valued at $49,876,000 after acquiring an additional 331,766 shares in the last quarter. Institutional investors own 99.31% of the company’s stock.

Insiders Place Their Bets

In other Qualys news, CFO Joo Mi Kim sold 4,542 shares of the stock in a transaction that occurred on Thursday, February 13th. The stock was sold at an average price of $140.08, for a total transaction of $636,243.36. Following the transaction, the chief financial officer now owns 108,215 shares of the company’s stock, valued at $15,158,757.20. This trade represents a 4.03% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, CEO Sumedh S. Thakar sold 7,000 shares of the stock in a transaction that occurred on Friday, February 14th. The stock was sold at an average price of $142.17, for a total value of $995,190.00. Following the transaction, the chief executive officer now directly owns 246,144 shares in the company, valued at approximately $34,994,292.48. This represents a 2.77% decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 26,669 shares of company stock valued at $3,536,541 in the last quarter. Insiders own 0.88% 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.