QLYS Earnings

QLYS reported its earnings on 2026-02-05, showcasing a revenue of 175.28M against an estimate of 173.04M, resulting in a 1.3% surprise. The EPS was 1.87, surpassing the expected 1.78 by 5.06%. The stock experienced a -13.31% price change on the earnings day and a -13.72% change over the next five days, reflecting market reactions to the results.

Following QLYS's earnings announcement on 2026-02-05, the stock price moved by -13.31% on the day of the release. Over the subsequent five days, it saw a -13.72% change. Historically, QLYS's stock price tends to shift by an average of 3.65% in the 10 days leading up to earnings and -1.3% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate QLYS's annual revenue to reach 173.17M, while the EPS is projected at 1.78. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between QLYS's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were unchanged by 0%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, QLYS's stock price typically moves by 3.65% in the 10 days before its earnings and -1.3% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of 1.78 and revenue of 173.17M.

The earnings call highlights strong financial metrics and optimistic guidance, including increased revenue and EPS expectations. Product developments, such as QFlex and AI capabilities, show innovation and potential for growth. While management avoided directly addressing some market concerns, the overall sentiment is positive, driven by strategic growth levers, federal contracts, and partner collaborations. The Q&A section supports this with positive feedback on product offerings and market strategy, suggesting a likely positive stock price movement over the next two weeks.