Qualys Q4 revenue up 10%, beats estimates
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
For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.
Related Articles
Coca Cola (KO) Q4 Earnings Preview: Look for the Upside in the AI Initiatives, not in the Revenue and the EPS
Coca-Cola (KO) enters its fourth-quarter 2025 earnings call tomorrow with significant momentum. However, a fundamental shift is occurring.
Warsh’s Fed Era Signals a Death Knell for QE, Jolting the $30 Trillion Treasury Market
With Warsh’s nomination, his past proposals for governing the Federal Reserve are being brought to the forefront. A central issue is the formulation of a new "1951 Accord" to restructure the relationship between the Fed and the Treasury. Analysts suggest such a move could impact the $30 trillion Tre
Amazon Stock Predictions for 2026 to 2030: Will They Exceed Expectations and Achieve Major Long-Term Goals?
TradingKey - As we head into 2026, many investors are questioning where Amazon (AMZN) fits into the technology world.
A Crash After a Surge: Why Silver Lost 40% in a Week?
TradingKey - Spot silver (XAGUSD) prices continue to decline. Silver plunged 20% on Thursday, breaking below $71 per ounce, with the sell-off intensifying on Friday as prices fell further below $64. Compared to the all-time high set on January 29, silver prices have retraced more than 40%, wiping out nearly all gains accumulated over the previous month.
