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    Qualys Stock Earnings Beat Raises Full Year Outlook

    Simply Wall St·11/11/2026 08:24:59
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    • Qualys reported Q3 2026 revenue of US$188.05 million and net income of US$57.17 million, raised full year guidance, and detailed new alliances that feed more risk data into its TruRisk based Enterprise TruRisk Management platform.
    • The expanded mROC alliance and Lookout integration move more mobile, OT, IoT, and identity telemetry into Qualys ETM, which tightens the link between its AI driven risk operations narrative and how customers actually measure and remediate cyber exposure.
    • We will now look at how Qualys' raised full year guidance reshapes the existing investment narrative around its AI led risk platform.

    Scan beyond Qualys and compare how other cyber and AI security specialists are priced and growing by reviewing the 41 profitable AI stocks that aren't just burning cash that already pair real earnings with AI narratives.

    Qualys Investment Narrative Recap

    To own Qualys, you need to believe its AI led risk operations platform can keep turning steady cyber demand into consistent revenue and earnings while holding onto high margins. The Q3 2026 update, with US$188.05 million in sales and US$57.17 million in net income plus raised full year guidance, broadly supports that operating story.

    The near term swing factor is whether Enterprise TruRisk Management, autonomous remediation and the mROC model keep driving new usage and larger deals. The biggest risk is execution in a very fast moving AI security arena, where falling behind rivals or slower new logo momentum could leave growth below what the analyst consensus Narrative on Simply Wall St assumes.

    The expanded mROC alliance, including the new Lookout integration, is the announcement that ties closest to the Q3 numbers and updated outlook. Management is now feeding mobile, OT, IoT and identity telemetry into Enterprise TruRisk Management, which gives security teams a single risk view instead of siloed tools and scores.

    For catalysts, the question is whether this broader data funnel actually shows up in higher TruRisk adoption, more ETM and patching usage, and stronger partner led bookings, especially as channel revenue had already been growing faster than direct sales. On the flip side, the move also raises the execution bar, since Qualys now has to keep many alliance partners aligned while maintaining AI and automation quality across a wider attack surface.

    What The Current Qualys Forecasts Assume

    Qualys' analyst narrative points to US$881.4 million of revenue and US$244.9 million of earnings by 2029. That path assumes 7.8% yearly top line growth and an earnings increase of about US$38.4 million from US$206.5 million today.

    Uncover why Qualys' fair value indicates a 7% potential upside to its current price that may not last much longer.

    NasdaqGS:QLYS 1-Year Stock Price Chart
    NasdaqGS:QLYS 1-Year Stock Price Chart

    Exploring Other Perspectives

    One alternate view says the real risk for Qualys is margin pressure. The most cautious analysts were only expecting earnings of about US$206.9 million by 2029 on roughly US$881.3 million of revenue, even before this Q3 beat and raised guidance. That is a much gloomier narrative, and the latest mROC and Lookout news could push some of those expectations to shift.

    Explore 2 other Qualys fair value estimates, including one that suggests it could be worth just $187.58.

    Form Your Own Verdict

    Disagree with existing narratives? Extraordinary investment returns rarely come from following the herd, so go with your instincts.

    • A great starting point for your Qualys research is our analysis highlighting 3 key rewards that could impact your investment decision.
    • See our latest analysis for Qualys. The report includes a comprehensive fundamental analysis summarized in a single visual, the Snowflake, making it easy to evaluate Qualys' overall financial health at a glance.

    Looking for more Qualys sized investment ideas?

    Once you have a view on Qualys, it helps to line it up against other opportunities that fit different risk and income profiles. The Simply Wall St Screener can surface a wide mix of listed businesses that match the traits you care about most, from resilience to income to potential mispricing.