Qualys, Inc. Common Stock QLYS

Zacks Investment Research 10 nov

Qualys reported Q3 2026 non-GAAP EPS of $2.12, up 14% YoY and beating consensus estimates by 8.72%, with revenues rising 10.7% to $188M. The company benefited from strong federal government demand, channel revenues jumping 24%, and international growth of 15%. Qualys raised full-year 2026 revenue guidance to $736.9-$738.9M and non-GAAP EPS outlook to $8.07-$8.14, while maintaining healthy profitability and generating strong cash flow.

Zacks Investment Research 9 nov

Qualys reported Q3 2026 earnings of $2.12 per share, beating consensus estimates of $1.95 and marking its fourth consecutive quarter of earnings surprises. The company also exceeded revenue expectations with $188.05 million in quarterly revenues. With a Zacks Rank #2 (Buy) rating and the security industry in the top 35% of performance, Qualys shares have gained 43.3% year-to-date, significantly outpacing the S&P 500's 7.8% gain.

Zacks Investment Research 6 nov

Qualys is set to report Q3 2026 results on November 9 with expected revenues of $185.5M-$187.5M and non-GAAP EPS of $1.91-$1.98. While the company benefits from strong cybersecurity demand, AI-powered solutions, and robust channel sales growth (22% YoY), headwinds include a modest net dollar expansion rate of 105%, cautious billings outlook, and rising operating expenses. The Zacks model does not predict an earnings beat despite the company's strong historical track record.

Zacks Investment Research 5 nov

CrowdStrike (CRWD) shares have declined 13.4% over a month amid slowing revenue growth that decelerated from 35% to 22%, a premium valuation of 35.61X forward P/S ratio (double the industry average), and intensifying competition from cybersecurity rivals. The stock has fallen below its 50-day moving average, prompting a Zacks Rank #4 (Sell) recommendation.

Zacks Investment Research 3 nov

The Zacks Security industry is experiencing robust demand driven by increasing cyber threats, digital transformation, and cloud migration. However, macroeconomic headwinds and high operating expenses may pressure near-term growth. Fortinet, Zscaler, and Qualys are positioned to benefit from industry tailwinds, with all three carrying Zacks Rank #2 (Buy) ratings.