Qualys Q4 revenue up 10%, beats estimates

Qualys

05/02/2026 21:13

Overview

Cloud security provider's Q4 revenue grew 10%, beating analyst expectations

Adjusted EPS for Q4 beat analyst expectations

Company announced $200 mln increase to share repurchase program

Outlook

Qualys expects Q1 2026 revenue between $172.5 mln and $174.5 mln

Company forecasts full-year 2026 revenue between $717 mln and $725 mln

Qualys projects Q1 2026 GAAP EPS between $1.29 and $1.36

Result Drivers

INNOVATION AND INVESTMENTS - Qualys attributed revenue growth to innovation and targeted investments driving competitive differentiation and deeper Enterprise TruRisk Management adoption

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$175.30 mln
$173.17 mln (19 Analysts)
Q4 Adjusted EPS
Beat
$1.87
$1.78 (20 Analysts)
Q4 EPS
$1.47
Q4 Adjusted Net Income
Beat
$67.70 mln
$63.64 mln (19 Analysts)
Q4 Adjusted EBITDA
Beat
$82.60 mln
$80 mln (14 Analysts)
Q4 Adjusted Operating Income
Beat
$80.10 mln
$75.68 mln (19 Analysts)
Q4 Adjusted Gross Margin
85.00%
Q4 Adjusted Gross Profit
$149 mln


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 6 "strong buy" or "buy", 16 "hold" and 2 "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 $140.58, about 8.8% above its February 4 closing price of $129.18

The stock recently traded at 17 times the next 12-month earnings vs. a P/E of 18 three months ago

Press Release: ID:nPn4Zy2Fla

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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.)