Qualys (QLYS) reported earnings 30 days ago. What's next for the stock?
After reaching an important support level, Qualys, Inc. (QLYS) could be a good stock pick from a technical perspective. QLYS recently experienced a "golden cross" event, which saw its 50-day simple moving average breaking out above its 200-day simple moving average.
I'm upgrading Qualys, Inc. to a Buy, with quality revenue growth, cost efficiencies, and rising demand from U.S. Federal and international markets. QLYS benefits from a robust platform approach, increased channel partner contributions, and international revenue now making up 44% of total sales. Despite some upsell challenges, QLYS is delivering profitability, strong cash flow, and effective capital allocation via share buybacks.
Qualys, Inc. ( QLYS ) Q3 2025 Earnings Call November 4, 2025 5:00 PM EST Company Participants Blair King - Vice President of Investor Relations & Corporate Development Sumedh Thakar - President, CEO & Director Joo Mi Kim - CFO & Principal Accounting Officer Conference Call Participants Roger Boyd - UBS Investment Bank, Research Division Patrick Edwin Colville - Scotiabank Global Banking and Markets, Research Division Michael Cikos - Needham & Company, LLC, Research Division William Kingsley Crane - Canaccord Genuity Corp., Research Division Shrenik Kothari - Robert W. Baird & Co. Incorporated, Research Division Junaid Siddiqui - Truist Securities, Inc., Research Division Joshua Tilton - Wolfe Research, LLC Garrett Burkam - William Blair & Company L.L.C.
Qualys (QLYS) came out with quarterly earnings of $1.86 per share, beating the Zacks Consensus Estimate of $1.56 per share. This compares to earnings of $1.56 per share a year ago.
Qualys boasts exceptionally high institutional ownership, reflecting strong confidence from professional investors in its business model and execution. QLYS delivers robust fundamentals: consistent revenue and earnings growth, no debt, and superior returns on equity, assets, and capital over time. Valuation analysis reveals QLYS is significantly undervalued, offering a 44% margin of safety and steady earnings growth projections for 2025 and 2026.
Qualys, Inc. (NASDAQ:QLYS ) Q2 2025 Earnings Call August 5, 2025 5:00 PM ET Company Participants Blair King - Vice President of Investor Relations & Corporate Development Joo Mi Kim - CFO & Principal Accounting Officer Sumedh S. Thakar - President, CEO & Director Conference Call Participants Aidan Michael Perry - Piper Sandler & Co., Research Division Brian Lee Essex - JPMorgan Chase & Co, Research Division Jonathan Frank Ho - William Blair & Company L.L.C.
QLYS stock jumps 8% after Q2 earnings and revenues top estimates, with strong channel partner growth and a raised 2025 outlook.
Qualys (QLYS) came out with quarterly earnings of $1.68 per share, beating the Zacks Consensus Estimate of $1.47 per share. This compares to earnings of $1.52 per share a year ago.
QLYS' Q2 results are expected to reflect the benefits of the rising demand for cybersecurity solutions, offset by macroeconomic challenges.
Qualys benefits from earnings growth, discounted valuation, and traction across its product line while ZS continues to struggle with rising S&M and R&D costs.
Qualys (QLYS) reported earnings 30 days ago. What's next for the stock?