• Reported GAAP EPS of $1.48 up 23.33% YoY • Reported revenue of $175.28M up 10.11% YoY • Qualys expects Q1 2026 revenues between $172.5M and $174.5M, representing 8% to 9% growth, and full year 2026 revenues between $717M and $725M, representing 7% to 8% growth.
Bullish
Qualys achieved strong Q4 2025 revenue and operating cash flow growth, driven by continuous product innovation in TruRisk Management and TotalAppSec, alongside significant market recognition from leading analysts.
Bearish
Qualys faces risks from evolving product development needs, potential slower market growth for cloud security solutions, increased competition, and financial uncertainty due to tax rate fluctuations.