Qualys stock has seen its consensus analyst price target nudge upward, rising from $141.02 to $142.56 in the latest round of updates. This modest increase is a response to shifts in analyst sentiment, shaped largely by the company’s recent financial performance and business execution. Stay tuned to discover how investors and followers can keep pace with the evolving story behind Qualys’s outlook.
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Recent analyst updates reflect shifting perspectives on Qualys’s performance and future growth. Among these, Piper Sandler’s commentary stands out, highlighting positive trends as well as lingering reservations.
🐂 Bullish Takeaways
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Piper Sandler’s analyst Rob Owens upgraded Qualys from Underweight to Neutral, citing solid Q3 results, particularly “accelerating billings growth and record operating margin.”
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Qualys delivered five consecutive quarters of upside to quarterly guidance. Analysts see this trend as evidence of improved business execution and discipline.
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The price target was raised from $115 to $135. This signals increased confidence in the company’s growth outlook and its ability to sustain momentum through operational excellence.
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The upgrade and raised price target indicate expectations for better growth as a direct result of improved company execution.
🐻 Bearish Takeaways
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Despite the upgrade, Piper Sandler’s stance remains Neutral rather than bullish. This reflects some reservations about whether near-term strengths are already reflected in the stock’s valuation.
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The firm’s cautious approach suggests that while recent execution has impressed, further upside may be limited by current market expectations and possible risks ahead.
Do your thoughts align with the Bull or Bear Analysts? Perhaps you think there’s more to the story. Head to the Simply Wall St Community to discover more perspectives or begin writing your own Narrative!
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Qualys has successfully completed its share repurchase program, buying back 10,384,802 shares or 27.19% of its outstanding shares for a total of $1,194.7 million. The most recent tranche included the repurchase of 365,513 shares for $49.44 million.
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The company has issued new earnings guidance for the fourth quarter and full fiscal year 2025. Q4 revenues are expected to be between $172.0 million and $174.0 million, and annual revenue growth is projected at 8% to 9% over 2024.
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Qualys raised its full-year 2025 financial outlook, now anticipating revenues between $665.8 million and $667.8 million, representing about 10% growth. The updated forecast also includes a higher estimated net income per diluted share of $5.23 to $5.30.
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New features have been introduced to Qualys Enterprise TruRisk Management to enhance proactive risk management and identity security in response to emerging threats from agentic AI and non-human identities.