Qualys beats Q3 revenue estimates, raises 2025 revenue forecast

Qualys

04/11/2025 21:23

Overview

Qualys Q3 revenue grows 10% yr/yr to $169.9 mln, beating analyst expectations

Adjusted EPS for Q3 at $1.86, surpassing consensus estimates

Company raises 2025 revenue guidance to $665.8-$667.8 mln, reflecting growth confidence

Outlook

Qualys raises 2025 revenue guidance to $665.8-$667.8 mln

Company expects Q4 2025 revenue between $172 mln and $174 mln

Qualys sees Q4 2025 GAAP EPS of $1.26 to $1.33

Result Drivers

STRATEGIC WINS - Co cites strategic wins with federal and state agencies as a key driver of Q3 performance

FEDRAMP AUTHORIZATION - Co received FedRAMP High Authorization for its GovCloud Platform, expanding support for government agencies

PLATFORM PRICING MODEL - Adoption of flexible platform pricing model contributed to Q3 growth

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
Beat
$169.90 mln
$166.30 mln (20 Analysts)
Q3 Adjusted EPS
Beat
$1.86
$1.56 (21 Analysts)
Q3 EPS
$1.39
Q3 Adjusted Net Income
Beat
$67.40 mln
$56.78 mln (20 Analysts)
Q3 Adjusted EBITDA
Beat
$82.60 mln
$70.09 mln (14 Analysts)
Q3 Adjusted Operating Income
Beat
$80 mln
$65.70 mln (20 Analysts)
Q3 Adjusted Gross Margin
85%
Q3 Adjusted Gross Profit
$144.90 mln


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 4 "strong buy" or "buy", 16 "hold" and 3 "sell" or "strong sell"

The average consensus recommendation for the it services & consulting peer group is "buy."

Wall Street's median 12-month price target for Qualys Inc is $145.00, about 13.7% above its November 3 closing price of $125.12

The stock recently traded at 19 times the next 12-month earnings vs. a P/E of 21 three months ago

Press Release: ID:nPn93sbp1a

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)