Dateline: November 8, 2025 — Cybersecurity vendor Qualys, Inc. (NASDAQ: QLYS) stayed in the headlines heading into the weekend, with fresh analyst reactions following Tuesday’s earnings beat, a state pension fund disclosing a larger stake, and continued chatter around its agentic‑AI roadmap. Below is a concise, Google News–ready digest of everything new about Qualys published November 7–8, 2025.
Key Points at a Glance
- Upgrade today: Wall Street Zen shifted QLYS to “Buy.” (MarketBeat summary). [1]
- Forecast lift: William Blair raised its Q1‑2026 EPS estimate to $1.26 (from $1.12), citing stronger near‑term profitability. (MarketBeat summary). [2]
- Institutional activity (Nov. 7):STRS Ohio disclosed it boosted its Qualys holdings last quarter. (MarketBeat filing brief). [3]
- Price context (today):QLYS last traded around $149.73; 52‑week range $112.61–$159.73, per Reuters. [4]
- Why the attention: On Nov. 4, Qualys beat Q3 expectations and raised full‑year guidance (revenue to $665.8–$667.8M; non‑GAAP EPS to $6.93–$7.00). [5]
Today — Saturday, Nov. 8, 2025
Analyst upgrade to “Buy.” MarketBeat reports that Wall Street Zen upgraded Qualys shares to Buy today, pointing to the company’s updated FY25 outlook following this week’s results. While this is one datapoint among a mixed street view, upgrades often keep post‑earnings momentum in focus. [6]
EPS estimate raised. In a separate note highlighted by MarketBeat, William Blair lifted its Q1‑2026 EPS estimate to $1.26 (from $1.12). That upward revision reflects improving operating leverage after Qualys’ Q3 delivery and updated guide. [7]
Price snapshot. As of today, Reuters shows QLYS around $149.73, with a 52‑week band of $112.61–$159.73—placing shares closer to the upper end of their one‑year range post‑earnings. [8]
Momentum chatter. A Saturday technical read from StockTradersDaily flagged “near‑term strong sentiment” but noted a neutral medium‑ to long‑term setup—another sign traders are still digesting this week’s results. [9]
Media mention (AI angle). Yahoo Finance featured a weekend story on “under‑the‑radar” AI names that included Qualys, citing its work on agentic AI in risk operations—an area the company formally unveiled over the summer. [10]
Friday, Nov. 7, 2025
State fund adds to QLYS. MarketBeat’s filing roundup says STRS Ohio increased its Qualys stake last quarter. The position change lands one day after Qualys’ report and may be read as a confidence marker from a large institution. [11]
Earnings coverage continues. Yahoo Finance recapped the beat on both revenue (~$170M) and statutory EPS ($1.39), echoing the core numbers investors have been trading on since Tuesday’s release. [12]
Investor explainer piece. Simply Wall St also published a Friday analysis noting shares were sharply higher post‑print and reiterating the updated outlook, keeping the story in front of retail investors into the weekend. [13]
From the Qualys blog (Nov. 7). The company posted a fresh technical write‑up on a large automotive data‑leak case study, tying it to cloud‑misconfiguration lessons for AWS users—useful context for customers evaluating the platform’s risk‑reduction chops. [14]
Context: What Qualys Reported on Nov. 4 (and Why It Matters)
- Q3 FY25 results:Revenue $169.9M (+10% YoY); non‑GAAP EPS $1.86; GAAP EPS $1.39; Adjusted EBITDA $82.6M with stronger gross and operating margins. [15]
- Q4 FY25 guide: Revenue $172–$174M; non‑GAAP EPS $1.73–$1.80. [16]
- Full‑year FY25 guide raised: Revenue to $665.8–$667.8M (about 10% YoY growth) and non‑GAAP EPS to $6.93–$7.00. [17]
These numbers underpinned this week’s rally and set the stage for analysts to revisit models into year‑end.
Strategy & Product Backdrop to the AI Mentions
The weekend AI chatter references Qualys’ summer launch of an agentic AI–powered Risk Operations Center, designed to automate risk workflows with a marketplace of cyber risk agents embedded in the Enterprise TruRisk Management platform. That product direction continues to shape how investors categorize Qualys among AI‑levered security names. [18]
What’s Next on the Calendar
Qualys management is slated to appear at the UBS Global Technology & AI Conference in Scottsdale on Dec. 2, 2025 (2:15 p.m. MT), with a webcast via the company’s investor relations site—another venue where commentary on billings, platform adoption and AI may surface. [19]
Bottom Line
For Nov. 7–8, 2025, the new, incremental developments are an upgrade to Buy, a higher near‑term EPS estimate, fresh institutional‑holder interest, and continued media focus on Qualys’ agentic‑AI positioning. All of it layers on top of Tuesday’s clean beat and raised FY25 guide, helping keep QLYS trading near $150 into the weekend. [20]
Disclosure: This article is for informational purposes only and does not constitute investment advice or a recommendation to buy or sell any securities.
References
1. www.marketbeat.com, 2. www.marketbeat.com, 3. www.marketbeat.com, 4. www.reuters.com, 5. www.prnewswire.com, 6. www.marketbeat.com, 7. www.marketbeat.com, 8. www.reuters.com, 9. news.stocktradersdaily.com, 10. finance.yahoo.com, 11. www.marketbeat.com, 12. finance.yahoo.com, 13. simplywall.st, 14. blog.qualys.com, 15. www.prnewswire.com, 16. www.prnewswire.com, 17. www.prnewswire.com, 18. www.prnewswire.com, 19. www.qualys.com, 20. www.marketbeat.com
