Equity Profile

QLYS

Qualys, Inc.

Information TechnologySystems Software$3.9B

May5Tue

Post-Earnings Recap

ReportedQ1-2026After Close4:05 PM EDT

Qualys Beats on EPS, Stock Down 0.38%

Metric	Actual	Expected	Surprise
EPS	$1.95	$1.80	+47.39%
Revenue	—	$174M	—

management commentary, guidance changes, and full analysis available with Pro.

Qualys Beats on EPS, Stock Down 0.38%

Key Numbers

Metric	Actual	Expected	Surprise
EPS	$1.95	$1.80	+47.39%
Revenue	—	$174M	—

Management Commentary

Tone: Unknown

No transcript is on record, and the analysis is based on numerical results only.

What It Means

Qualys reported better-than-expected earnings per share, beating the consensus by a significant margin. However, the stock reacted negatively, declining by 0.38%. The lack of revenue information and guidance may have contributed to investor uncertainty.

Company Snapshot

Qualys, Inc. is a technology company that provides cloud-based security and compliance solutions....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and will show how well the company is managing its costs and generating profits.

$1.80

Revenue

Revenue growth is vital for understanding the company's market demand and overall business health.

$174M

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Qualys, Inc. is a technology company that provides cloud-based security and compliance solutions. As cyber threats continue to rise, Qualys plays a crucial role in helping organizations protect their digital assets and maintain compliance with regulations. The company operates in the Information Technology sector, specifically in systems software.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+65.74%

Avg Stock Reaction

-0.88%

Last Quarter Recap

In Q4 2025, Qualys reported an impressive EPS of $1.87, significantly surpassing estimates. However, the stock experienced a slight decline the following day, indicating mixed investor sentiment despite strong earnings.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts expect Qualys to continue its strong performance with an EPS of $1.80 and revenue of $174 million. The company's consistent earnings beats in previous quarters have set a high bar for expectations.

Bull Case

If Qualys exceeds expectations again, it could reinforce investor confidence and lead to a positive stock reaction, especially given the strong demand for cybersecurity solutions.

Bear Case

Conversely, if Qualys fails to meet the consensus estimates, it may raise concerns about growth in a competitive market, potentially leading to a negative stock reaction.

Key Metrics to Watch

EPS

$1.80

Earnings per share is a key indicator of profitability and will show how well the company is managing its costs and generating profits.

Revenue

$174M

Revenue growth is vital for understanding the company's market demand and overall business health.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will Qualys report an EPS above $1.80?

Exceeding this EPS target would signal strong operational performance and could lead to positive market sentiment.

What is the revenue growth rate compared to last year?

Understanding revenue growth will help gauge the company's ability to capture market demand and maintain competitive positioning.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the impact of increasing cybersecurity threats, which could lead to higher demand for Qualys' services than currently anticipated.

Supporting Evidence

Qualys has consistently beaten EPS estimates, indicating stronger operational performance than expected.

The options market is pricing a larger move than historical averages, suggesting heightened investor expectations.

Recent trends in cybersecurity spending indicate a robust market environment that could benefit Qualys.

Key Risk

If revenue growth significantly outpaces expectations, it could challenge the current consensus view.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is critical as it will reflect the company's ability to sustain growth in a competitive cybersecurity market.

Bull Confirmed If

An EPS of $1.85 or higher would confirm the bull case, indicating strong profitability.

Bear Confirmed If

An EPS below $1.77 would confirm the bear case, raising concerns about growth.

Pre-Earnings Positioning

Options Market

Implied Move

±9.71%

Historical Avg

±2.4%

Pricing rich

The options market is pricing in a significant move, indicating that investors are anticipating volatility around the earnings announcement.

Options are pricing ±9.8% while QLYS has averaged ±2.4% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.8%

30d HV

62.4%

Calls (6K)P/C Ratio: 1.20Puts (7K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Qualys beats expectations, history suggests the stock could rise around 2.64% on the following day, confirming strong demand for its services.

In-Line / Cautious

If results are in line with expectations, the stock may react cautiously, reflecting uncertainty about future growth.

Miss

A miss could lead to a decline, with history suggesting an average drop of around 1.15% following such outcomes.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches or enhancements in cybersecurity offerings.
2Insights into customer demand trends and how they are impacting revenue.
3Management's outlook on the competitive landscape and its strategy moving forward.
4Comments on customer retention rates and expansion within existing accounts.
5Any commentary on macroeconomic factors affecting the cybersecurity market.

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Company Snapshot

Qualys, Inc. is a technology company that provides cloud-based security and compliance solutions....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and will show how well the company is managing its costs and generating profits.

$1.80

Revenue

Revenue growth is vital for understanding the company's market demand and overall business health.

$174M

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+65.74%

Avg Stock Reaction

-0.88%

Last Quarter Recap

Management Promises & Guidance

Expectations

Wall Street Expectations

Bull Case

If Qualys exceeds expectations again, it could reinforce investor confidence and lead to a positive stock reaction, especially given the strong demand for cybersecurity solutions.

Bear Case

Conversely, if Qualys fails to meet the consensus estimates, it may raise concerns about growth in a competitive market, potentially leading to a negative stock reaction.

Key Metrics to Watch

EPS

$1.80

Earnings per share is a key indicator of profitability and will show how well the company is managing its costs and generating profits.

Revenue

$174M

Revenue growth is vital for understanding the company's market demand and overall business health.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will Qualys report an EPS above $1.80?

Exceeding this EPS target would signal strong operational performance and could lead to positive market sentiment.

What is the revenue growth rate compared to last year?

Understanding revenue growth will help gauge the company's ability to capture market demand and maintain competitive positioning.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the impact of increasing cybersecurity threats, which could lead to higher demand for Qualys' services than currently anticipated.

Supporting Evidence

Qualys has consistently beaten EPS estimates, indicating stronger operational performance than expected.

The options market is pricing a larger move than historical averages, suggesting heightened investor expectations.

Recent trends in cybersecurity spending indicate a robust market environment that could benefit Qualys.

Key Risk

If revenue growth significantly outpaces expectations, it could challenge the current consensus view.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is critical as it will reflect the company's ability to sustain growth in a competitive cybersecurity market.

Bull Confirmed If

An EPS of $1.85 or higher would confirm the bull case, indicating strong profitability.

Bear Confirmed If

An EPS below $1.77 would confirm the bear case, raising concerns about growth.

Pre-Earnings Positioning

Options Market

Implied Move

±9.71%

Historical Avg

±2.4%

Pricing rich

The options market is pricing in a significant move, indicating that investors are anticipating volatility around the earnings announcement.

Options are pricing ±9.8% while QLYS has averaged ±2.4% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.8%

30d HV

62.4%

Calls (6K)P/C Ratio: 1.20Puts (7K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Qualys beats expectations, history suggests the stock could rise around 2.64% on the following day, confirming strong demand for its services.

In-Line / Cautious

If results are in line with expectations, the stock may react cautiously, reflecting uncertainty about future growth.

Miss

A miss could lead to a decline, with history suggesting an average drop of around 1.15% following such outcomes.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches or enhancements in cybersecurity offerings.
2Insights into customer demand trends and how they are impacting revenue.
3Management's outlook on the competitive landscape and its strategy moving forward.
4Comments on customer retention rates and expansion within existing accounts.
5Any commentary on macroeconomic factors affecting the cybersecurity market.