Qualys Performance degli utili passati
Criteri Il passato verificati 4/6
Qualys ha registrato una crescita degli utili a un tasso medio annuo di 20.8%, mentre il settore Software ha registrato utili in crescita a un tasso medio annuo di 31.8%. I ricavi sono stati in crescita a un tasso medio annuo di 11.6%. Il ritorno sul capitale proprio di Qualys è 36.7% e ha margini netti di 29.4%.
Informazioni chiave
20.77%
Tasso di crescita degli utili
22.43%
Tasso di crescita dell'EPS
| Software Crescita del settore | 17.33% |
| Tasso di crescita dei ricavi | 11.60% |
| Rendimento del capitale proprio | 36.74% |
| Margine netto | 29.38% |
| Ultimo aggiornamento sugli utili | 30 Jun 2026 |
Aggiornamenti sulle prestazioni recenti
Recent updates
Aggiornamento narrativa • Sep 03
QLYS: Rising AI Urgency Will Heighten Execution Risk For Future Returns
The analyst price target for Qualys has been raised from about $85 to about $113 as analysts point to stronger perceived competitive positioning, solid Q2 execution in areas like exposure management and remediation, and updated models that reflect their views on cybersecurity demand and Mythos related urgency. Analyst Commentary Recent research on Qualys points to a split view among Wall Street firms.Seeking Alpha • Aug 29
Qualys' Promising Pipeline Could Justify Premium If Growth Accelerates
Summary Qualys delivered Q2 2026 results above consensus, maintaining solid revenue growth, expanding margins, and robust cash generation. QLYS benefits from GenAI-driven threat complexity, a healthy pipeline, and the launch of QFlex, supporting improved net dollar retention and customer wallet share. Management raised FY26 revenue guidance by 1.5% and EPS by 3.6%, reflecting confidence in pipeline conversion and operational execution. While QLYS trades at a premium EV/sales multiple versus peers, high profitability, disciplined capital allocation, and accelerating growth justify my bullish outlook. Read the full article on Seeking Alpha
Aggiornamento narrativa • Aug 20
QLYS: AI Security Demand And Remediation Strength Will Face Ongoing Execution Risks
Analysts have raised the Qualys fair value estimate from about $113.91 to about $171.74. This change reflects higher Street price targets that reference solid Q2 execution, perceived competitive gains in exposure and threat management, and growing interest in the company’s remediation capabilities.
Aggiornamento narrativa • Aug 06
QLYS: AI Security And Remediation Demand Will Drive Future Repricing
Qualys' analyst price target in this update moves to $220 from a prior fair value estimate of $183.26, with analysts pointing to stronger Q2 execution, improving competitive positioning, and growing demand for its exposure and remediation solutions as key supports for the higher valuation assumptions. Analyst Commentary Recent research updates on Qualys point to a clear shift toward more constructive sentiment, with many bullish analysts citing stronger Q2 execution, improving competitive footing, and traction in exposure and remediation offerings as key drivers behind higher valuation assumptions.Aggiornamento narrativa • Jul 23
QLYS: AI Security Demand Will Support Vulnerability Remediation And Cyber Consolidation
Analysts have increased their fair value estimate for Qualys to $183.26 from $167.46, reflecting higher price targets tied to expectations for ongoing demand in AI related security, vulnerability management and broader cyber consolidation themes. Analyst Commentary Recent Street research on Qualys points to a more constructive tone, with several bullish analysts lifting price targets and, in some cases, upgrading their ratings as they reassess the company in light of demand for AI related security and vulnerability management.Aggiornamento narrativa • Jul 09
QLYS: AI Driven Vulnerability Demand Will Not Offset Execution Risk
For Qualys, the analyst fair value estimate has shifted from $107.39 to $113.91 as analysts factor in higher price targets linked to growing interest in vulnerability management and expectations for increased cybersecurity spending. Analyst Commentary Recent Street research on Qualys highlights a mix of optimism around its position in vulnerability management and caution around execution and valuation, giving you a range of viewpoints to weigh against the updated fair value estimate.Aggiornamento narrativa • Jun 25
QLYS: Execution Risks And AI Uncertainty Will Pressure Future Risk Reward Profile
Qualys' analyst price targets have been revised lower by multiple firms, with cuts ranging from $1 to $55, as analysts reassess the stock using slightly higher discount rate assumptions and updated views on growth, margins, and future P/E levels. Analyst Commentary Recent Street research on Qualys points to a clear tilt toward more cautious views, with several bearish analysts cutting price targets by amounts ranging from low single digits to more substantial double digit adjustments.Articolo di analisi • Jun 16
Qualys (QLYS) Stock Valuation Check After Recent Rebound And DCF Discount
Qualys (QLYS) has drawn investor attention after recent price moves, with the stock up about 27% over the past month and about 21% over the past 3 months from its recent levels. See our latest analysis for Qualys. Despite the recent momentum, with a 30 day share price return of 27.36% and a 90 day share price return of 20.58%, Qualys still has a year to date share price return decline of 12.49% and a 1 year total shareholder return decline of 17.66%. Recent gains are rebuilding after a weaker...Aggiornamento narrativa • Jun 10
QLYS: AI Resilient Risk Prioritization And Guidance Updates Will Support EPS Durability
Analysts have trimmed their overall price target on Qualys by $26, reflecting a series of target reductions from multiple firms, partially offset by a smaller $5 increase, as they reassess the stock using slightly higher discount rate and future P/E assumptions. Analyst Commentary Recent research activity around Qualys shows a clear tilt toward more cautious views, with several firms trimming their price targets and one major bank modestly lifting its target.Aggiornamento narrativa • May 27
QLYS: Sector Pullback And Execution Concerns Will Pressure Future Remediation Upside
Analysts have reduced their blended price target on Qualys by adjusting revenue growth expectations and P/E assumptions. This has led to an updated target that is $26 lower than before, with analysts citing recent sector pullbacks and company specific concerns in their rationale.Aggiornamento narrativa • May 08
QLYS: AI Resilient Remediation Focus Will Support Future EPS Durability
Qualys' updated fair value estimate has shifted from about $136 to $107, as analysts recalibrated price targets in light of recent sectorwide target cuts and slightly lower assumptions for long term margins and P/E multiples, even as some still highlight the stock's focus on remediation and patching as a relative strength within cybersecurity. Analyst Commentary Recent research on Qualys reflects a mix of caution and selective optimism, with multiple firms revisiting price targets and ratings as they reassess both sector risks and the company’s positioning in cybersecurity and AI related headlines.Aggiornamento narrativa • Apr 24
QLYS: AI Security Headlines Will Likely Temper But Not Disrupt Core Remediation
Qualys fair value estimate is updated to $85 from $113, reflecting analysts' lower price targets across the sector while still citing the company as relatively insulated by its focus on remediation and patching capabilities in the context of recent AI driven cybersecurity headlines. Analyst Commentary Street research around Qualys in recent weeks has centered on two themes: the impact of new AI coding security tools on cybersecurity valuations and how resilient Qualys may be given its emphasis on remediation and patching.Aggiornamento narrativa • Apr 09
QLYS: AI Resilience And Evidence Based Risk Remediation Will Support EPS Outlook
The analyst price target for Qualys is updated from $143.24 to $135.91 as analysts factor in a lower future P/E assumption of 25.5x and moderated revenue growth expectations at 7.22%, partly offset by a higher projected profit margin of 27.19% and views that AI coding assistants do not replace core security platforms. Analyst Commentary Recent research notes around Qualys focus heavily on how new AI security tools, such as Anthropic's Claude Code Security and related offerings, might influence demand for traditional cybersecurity platforms and the valuation investors are willing to pay.Aggiornamento narrativa • Mar 25
QLYS: AI Budget Headlines Will Likely Underscore Core Risk Remediation Strength
Analysts have reduced their price targets on Qualys by $4 to $10 while maintaining a fair value estimate of $113, citing evolving views on AI related competitive headlines and the company’s positioning within cybersecurity budgets. Analyst Commentary Recent Street research around AI related headlines has created a split view for Qualys.Aggiornamento narrativa • Mar 10
QLYS: AI Headline Volatility Will Support Remediation-Focused Cybersecurity Demand
The Analyst Price Target for Qualys has been revised lower by about $5 to reflect updated assumptions on growth, profitability, discount rate, and future P/E, as analysts weigh new AI related competitive headlines against views that core security platforms and Qualys remediation focus remain structurally relevant. Analyst Commentary Recent research updates around Anthropic's Claude Code Security have added noise to cybersecurity stocks, including Qualys, but several bullish analysts see the headlines as more of a sentiment swing than a change in underlying demand for core security platforms.Aggiornamento narrativa • Feb 24
QLYS: AI Headline Pressure Will Likely Reinforce Core Security Importance
Analysts have trimmed their Qualys price targets by $4 to $10 per share, reflecting slightly higher discount rate and revenue growth assumptions as they weigh new AI code security tools against views that core security platforms, and Qualys in particular, remain structurally important and relatively insulated within vulnerability management. Analyst Commentary Recent Street research around Qualys centers on how new AI code security tools, such as Anthropic's Claude Code Security and OpenAI's Aardvark, might influence demand for traditional security platforms.Articolo di analisi • Feb 12
Qualys' (NASDAQ:QLYS) Earnings May Just Be The Starting Point
Investors were underwhelmed by the solid earnings posted by Qualys, Inc. ( NASDAQ:QLYS ) recently. We have done some...Aggiornamento narrativa • Feb 09
QLYS: Recent Price Target Cuts Will Likely Temper Richness Of Current Pricing
The analyst price target for Qualys has been revised from $117 to $113, as analysts factor in updated assumptions around revenue growth, profit margins, and future P/E multiples following a series of recent price target reductions across the Street. Analyst Commentary Bearish analysts have been trimming their price targets on Qualys in a series of moves that collectively point to more cautious expectations around the stock.Aggiornamento narrativa • Jan 25
QLYS: Recent Execution Strength Will Likely Fail To Justify Rich Pricing
Analysts have raised their fair value estimate for Qualys from $110.71 to $117.00, citing recent upward price target revisions, solid Q3 execution with accelerating billings and record operating margins, and five consecutive quarters of guidance outperformance that support expectations for a stronger growth outlook. Analyst Commentary Recent commentary has shifted from outright skepticism to a more balanced, wait and see stance.Articolo di analisi • Jan 14
Do Qualys' (NASDAQ:QLYS) Earnings Warrant Your Attention?
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Aggiornamento narrativa • Jan 09
QLYS: Execution Gains And Buybacks Will Support Balanced EPS Outlook
Analysts have nudged their fair value estimate for Qualys slightly higher to about $143, supported by recent Street research highlighting solid Q3 execution, accelerating billings growth, record operating margin and five straight quarters of upside to quarterly guidance as reasons for a higher $135 price target. Analyst Commentary Bullish Takeaways Bullish analysts point to accelerating billings growth as a key support for the higher fair value estimate, seeing it as evidence that underlying demand is backing recent valuation moves.Aggiornamento narrativa • Dec 17
QLYS: Premium Cybersecurity Valuation Will Likely Struggle As Competitive Pressures Mount
Analysts have raised their price target on Qualys by about $5 to reflect an improved revenue growth outlook and consistent outperformance against quarterly guidance, even as they modestly increase the discount rate and trim long term profitability and valuation assumptions. Analyst Commentary While the latest price target increase reflects stronger near term execution, some bearish analysts remain cautious about the durability of Qualys' growth trajectory and its valuation relative to peers.Aggiornamento narrativa • Dec 03
QLYS: Improving Execution And Buybacks Will Support Durable EPS Performance
Analysts have modestly raised their price target on Qualys to $135 from $115, citing accelerating billings growth, record operating margins, and five consecutive quarters of guidance outperformance as evidence of improved execution and a more durable growth outlook. Analyst Commentary Analysts interpret the recent upgrade and price target increase as a signal that execution risk has moderated and that valuation now better reflects Qualys' improving fundamentals.Aggiornamento narrativa • Nov 19
QLYS: Improving Execution Will Support Continued Outperformance Amid Market Opportunities
Analysts have raised their price target on Qualys, increasing it from $141.02 to $142.56. They cite improving execution and accelerating billings growth as key factors behind a more positive outlook.Articolo di analisi • Sep 11
Qualys, Inc.'s (NASDAQ:QLYS) Intrinsic Value Is Potentially 29% Above Its Share Price
Key Insights Qualys' estimated fair value is US$170 based on 2 Stage Free Cash Flow to Equity Qualys is estimated to be...Seeking Alpha • Apr 23
Qualys Improves Profitable Growth From Partner Program And International (Upgrade)
Summary Qualys' stock price has declined since February 2025, but improved partner channel focus and international growth lead me to upgrade it to a Hold rating. Despite a sliding revenue growth rate, Qualys shows profitability improvements, strong international growth, and a clean balance sheet with zero debt. Risks include potential negative impacts from U.S. tariff policies and lagging direct sales efforts, but share buybacks and profitability support the stock price. The company appears to be in a profitable growth sweet spot, so my outlook on QLYS is a Hold. Read the full article on Seeking AlphaRipartizione dei ricavi e delle spese
Ripartizione dei ricavi e delle spese
Come Qualys guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.
Storico di utili e ricavi
| Data | Ricavi | Utili | Spese G+A | Spese di R&S |
|---|---|---|---|---|
| 30 Jun 26 | 703 | 207 | 227 | 118 |
| 31 Mar 26 | 685 | 201 | 221 | 117 |
| 31 Dec 25 | 669 | 198 | 215 | 117 |
| 30 Sep 25 | 653 | 189 | 209 | 117 |
| 30 Jun 25 | 637 | 185 | 207 | 117 |
| 31 Mar 25 | 622 | 181 | 201 | 113 |
| 31 Dec 24 | 608 | 174 | 197 | 112 |
| 30 Sep 24 | 593 | 170 | 193 | 111 |
| 30 Jun 24 | 581 | 171 | 186 | 110 |
| 31 Mar 24 | 570 | 162 | 179 | 110 |
| 31 Dec 23 | 554 | 152 | 173 | 110 |
| 30 Sep 23 | 541 | 139 | 170 | 111 |
| 30 Jun 23 | 524 | 120 | 166 | 109 |
| 31 Mar 23 | 507 | 112 | 163 | 106 |
| 31 Dec 22 | 490 | 108 | 155 | 101 |
| 30 Sep 22 | 469 | 101 | 145 | 96 |
| 30 Jun 22 | 448 | 102 | 134 | 92 |
| 31 Mar 22 | 428 | 96 | 126 | 87 |
| 31 Dec 21 | 411 | 71 | 125 | 81 |
| 30 Sep 21 | 396 | 73 | 121 | 78 |
| 30 Jun 21 | 384 | 68 | 121 | 74 |
| 31 Mar 21 | 373 | 73 | 118 | 72 |
| 31 Dec 20 | 363 | 92 | 115 | 73 |
| 30 Sep 20 | 353 | 88 | 114 | 72 |
| 30 Jun 20 | 342 | 85 | 112 | 71 |
| 31 Mar 20 | 333 | 75 | 113 | 70 |
| 31 Dec 19 | 322 | 69 | 112 | 68 |
| 30 Sep 19 | 311 | 63 | 110 | 66 |
| 30 Jun 19 | 300 | 67 | 109 | 61 |
| 31 Mar 19 | 289 | 61 | 109 | 57 |
| 31 Dec 18 | 279 | 57 | 109 | 53 |
| 30 Sep 18 | 268 | 46 | 108 | 50 |
| 30 Jun 18 | 255 | 31 | 108 | 48 |
| 31 Mar 18 | 243 | 28 | 104 | 46 |
| 31 Dec 17 | 231 | 40 | 99 | 43 |
| 30 Sep 17 | 220 | 43 | 94 | 40 |
| 30 Jun 17 | 212 | 40 | 91 | 39 |
| 31 Mar 17 | 205 | 36 | 90 | 38 |
| 31 Dec 16 | 198 | 19 | 88 | 37 |
| 30 Sep 16 | 190 | 19 | 86 | 35 |
| 30 Jun 16 | 182 | 18 | 83 | 33 |
| 31 Mar 16 | 173 | 18 | 80 | 30 |
| 31 Dec 15 | 164 | 16 | 75 | 30 |
| 30 Sep 15 | 156 | 36 | 74 | 29 |
Guadagni di qualità: QLYS ha guadagni di alta qualità.
Margine di profitto in crescita: Gli attuali margini di profitto netti di QLYS (29.4%) QLYS sono più alti rispetto allo scorso anno (29%).
Flusso di cassa libero e analisi degli utili
Analisi della crescita degli utili nel passato
Andamento degli utili: Gli utili di QLYS sono cresciuti in modo significativo del 20.8% all'anno negli ultimi 5 anni.
Accelerare la crescita: La crescita degli utili di QLYS nell'ultimo anno ( 11.6% ) è inferiore alla media quinquennale ( 20.8% all'anno).
Guadagni vs Settore: La crescita degli utili QLYS nell'ultimo anno ( 11.6% ) non ha superato quella del settore Software 27.2%.
Rendimento del capitale proprio
ROE elevato: Il Return on Equity ( 36.7% ) di QLYS è considerato alto.
Rendimento delle attività
Rendimento del capitale investito
Scoprire le aziende con forti performance passate
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/09/09 21:53 |
| Prezzo dell'azione a fine giornata | 2026/09/09 00:00 |
| Utili | 2026/06/30 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Qualys, Inc. è coperta da 43 analisti. 22 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Jamie Shelton | Arete Research Services LLP |
| Shrenik Kothari | Baird |
| Rahul Chopra | Berenberg |