Overview

* Qualys ( QLYS ) Q3 revenue grows 10% yr/yr to $169.9 mln, beating analyst expectations

* Adjusted EPS for Q3 at $1.86, surpassing consensus estimates

* Company raises 2025 revenue guidance to $665.8-$667.8 mln, reflecting growth confidence

Outlook

* Qualys ( QLYS ) raises 2025 revenue guidance to $665.8-$667.8 mln

* Company expects Q4 2025 revenue between $172 mln and $174 mln

* Qualys sees Q4 2025 GAAP EPS of $1.26 to $1.33

Result Drivers

* STRATEGIC WINS - Co cites strategic wins with federal and state agencies as a key driver of Q3 performance

* FEDRAMP AUTHORIZATION - Co received FedRAMP High Authorization for its GovCloud Platform, expanding support for government agencies

* PLATFORM PRICING MODEL - Adoption of flexible platform pricing model contributed to Q3 growth

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q3 Beat $169.90 $166.30

Revenue mln mln (20

Analysts

)

Q3 Beat $1.86 $1.56

Adjusted (21

EPS Analysts

)

Q3 EPS $1.39

Q3 Beat $67.40 $56.78

Adjusted mln mln (20

Net Analysts

Income )

Q3 Beat $82.60 $70.09

Adjusted mln mln (14

EBITDA Analysts

)

Q3 Beat $80 mln $65.70

Adjusted mln (20

Operatin Analysts

g Income )

Q3 85%

Adjusted

Gross

Margin

Q3 $144.90

Adjusted mln

Gross

Profit

Analyst Coverage

* The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 4 "strong buy" or "buy", 16 "hold" and 3 "sell" or "strong sell"

* The average consensus recommendation for the it services & consulting peer group is "buy."

* Wall Street's median 12-month price target for Qualys Inc ( QLYS ) is $145.00, about 13.7% above its November 3 closing price of $125.12

* The stock recently traded at 19 times the next 12-month earnings vs. a P/E of 21 three months ago

Press Release:

For questions concerning the data in this report, contact [email protected]. For any other questions or feedback, contact .

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)