Cybersecurity cloud platform provider Qualys (NASDAQ: QLYS) will be announcing earnings results this Thursday after the bell. Here’s what to look for.
Qualys beat analysts’ revenue expectations by 2.2% last quarter, reporting revenues of $169.9 million, up 10.4% year on year. It was an exceptional quarter for the company, with EPS guidance for next quarter exceeding analysts’ expectations and an impressive beat of analysts’ EBITDA estimates.
Is Qualys a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, analysts are expecting Qualys’s revenue to grow 8.8% year on year to $173.2 million, slowing from the 10.1% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $1.78 per share.
Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Qualys has only missed Wall Street’s revenue estimates once over the last two years, exceeding top-line expectations by 1.2% on average.
Looking at Qualys’s peers in the cybersecurity segment, only Varonis Systems has reported results so far. It beat analysts’ revenue estimates by 3.1%, delivering year-on-year sales growth of 9.4%.
Read our full analysis of Varonis Systems’s earnings results here.Questions about potential tariffs and corporate tax changes have caused much volatility in 2025. Investors in cybersecurity stocks have been spared in this environment as share prices are down 17.8% on average over the last month. Qualys is down 2.7% during the same time and is heading into earnings with an average analyst price target of $143.37 (compared to the current share price of $127.54).
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