Qualys (QLYS) Is Up 18.8% After Raising Full-Year Guidance and Appointing Cybersecurity Expert—Has The Bull Case Changed?

• Qualys announced past third-quarter 2025 earnings, reporting sales of US$169.88 million and net income of US$50.35 million, with year-over-year growth in both metrics, and raised its full-year guidance for revenue and earnings.
• The company also appointed cybersecurity leader Bradford L. Brooks to its Board, signaling continued investment in expertise as Qualys pursues platform innovation and expansion.
• Now, we’ll explore how Qualys’ raised guidance and leadership appointment shape the company's investment narrative moving forward.

These 12 companies survived and thrived after COVID and have the right ingredients to survive Trump's tariffs. Discover why before your portfolio feels the trade war pinch.

Qualys Investment Narrative Recap

For a shareholder in Qualys, conviction centers on the company’s ability to innovate in SaaS cybersecurity and sustain revenue and earnings growth as enterprise customers demand more integrated solutions. The recent uplift in revenue and earnings guidance may help mitigate shorter-term concerns about a challenging macro environment, but it does not materially alter the central risk: potential revenue slowdowns from larger platform competitors as customers consolidate vendors.

Most relevant to this news cycle is Qualys’ announcement raising its full-year 2025 guidance, projecting 10% year-over-year revenue growth and higher net income per diluted share. This move directly addresses revenue growth as a key short-term catalyst, but the company still faces uncertainties around customer adoption of new pricing models and broader competitive pressures.

Yet, in contrast, investors should also be aware that as Qualys moves to drive higher net retention, changes in pricing or customer usage patterns could ...

Read the full narrative on Qualys (it's free!)

Qualys' narrative projects $789.6 million revenue and $199.0 million earnings by 2028. This requires 7.4% yearly revenue growth and a $14.0 million earnings increase from $185.0 million today.

Uncover how Qualys' forecasts yield a $141.02 fair value, a 4% downside to its current price.

Exploring Other Perspectives

Simply Wall St Community members have posted four independent fair value estimates for Qualys ranging from US$105.23 up to US$157.32 per share. While many see platform innovation supporting revenue growth, opinions differ sharply on future potential, so it pays to consider a range of alternative analyses before acting.

Explore 4 other fair value estimates on Qualys - why the stock might be worth 28% less than the current price!

Build Your Own Qualys Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Qualys research is our analysis highlighting 2 key rewards and 1 important warning sign that could impact your investment decision.
• Our free Qualys research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Qualys' overall financial health at a glance.

Contemplating Other Strategies?

Markets shift fast. These stocks won't stay hidden for long. Get the list while it matters:

• We've found 17 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free.
• The end of cancer? These 29 emerging AI stocks are developing tech that will allow early identification of life changing diseases like cancer and Alzheimer's.
• Outshine the giants: these 24 early-stage AI stocks could fund your retirement.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com