
Qualys (QLYS) Stock Forecast & Price Target
Qualys (QLYS) Analyst Ratings
Bulls say
Qualys reported a robust Current Billings growth of 13% year-over-year in Q4, totaling $192.8 million, which exceeded consensus estimates by 5%, driven primarily by strong renewals. The company's Net Retention Rate remained stable at 103%, allowing for a solid foundation as it anticipates flat new business growth for 2025 while continuing to forge ahead with its early traction in Emerging Technologies Management (ETM). Additionally, despite recent leadership changes, Qualys plans to increase its operating expenses by 18%-20% in 2025, focusing on channel and R&D investments, and is expected to secure FedRAMP High certification in 2025, potentially enhancing growth opportunities.
Bears say
Qualys's outlook appears negative due to several key financial indicators pointing towards revenue growth deceleration and operational challenges. The company's guidance for 1Q25 revenue reflects a slight decline both sequentially and compared to consensus estimates, signaling potential difficulties in customer acquisition and retention, particularly in light of flat earnings growth assumptions. Additionally, the forecasted EPS is expected to decline year-over-year, coupled with a significant rise in operational expenses, which together suggest that the company's profitability and growth trajectory may be under pressure from competitive pricing and internal spending inefficiencies.
This aggregate rating is based on analysts' research of Qualys and is not a guaranteed prediction by Public.com or investment advice.
Qualys (QLYS) Analyst Forecast & Price Prediction
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