Earlier this week, Qualys reported third-quarter 2025 results that exceeded expectations, with revenue growing 10% year over year and management raising full-year 2025 revenue and earnings guidance while issuing growth-focused fourth-quarter guidance.

At the same time, shifting investor positioning, including new institutional ownership, elevated but easing short interest, and ongoing insider stock sales, offers fresh insight into how different market participants are interpreting Qualys’ outlook.

Now we’ll examine how Qualys’ stronger-than-expected third-quarter results and raised full-year guidance may influence its existing investment narrative.

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To own Qualys, you need to believe its cloud-based security platform and AI-driven risk operations can keep adding value even as competition intensifies. The recent earnings beat and raised 2025 guidance reinforce that story, but the elevated short interest and ongoing insider selling do not materially change the key near term catalyst of ROC and Agentic AI adoption or the main risks around execution and vendor consolidation.

The most relevant update here is Qualys’ third quarter 2025 report, where revenue grew 10% year over year to US$169.88 million and full year guidance was raised. That stronger outlook gives more context to new institutional buying, easing short interest and the absence of insider purchases, all of which investors may weigh against the company’s investment cycle in AI and risk operations as they think about...

Read the full narrative on Qualys (it's free!)

Qualys' narrative projects $789.6 million revenue and $199.0 million earnings by 2028. This requires 7.4% yearly revenue growth and a $14.0 million earnings increase from $185.0 million today.

Uncover how Qualys' forecasts yield a $142.56 fair value, in line with its current price.

Four fair value estimates from the Simply Wall St Community span roughly US$105 to US$154 per share, underscoring how far apart individual views can be. Set against Qualys’ raised 2025 guidance and growing AI driven platform ambitions, this spread highlights why you may want to compare several perspectives before deciding how its future performance could unfold.

Explore 4 other fair value estimates on Qualys - why the stock might be worth as much as 5% more than the current price!

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

A great starting point for your Qualys research is our analysis highlighting 3 key rewards that could impact your investment decision.

Our free Qualys research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Qualys' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include QLYS.

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