Qualys, Inc. (NASDAQ:QLYS ) Q2 2025 Earnings Call August 5, 2025 5:00 PM ET Company Participants Blair King - Vice President of Investor Relations & Corporate Development Joo Mi Kim - CFO & Principal Accounting Officer Sumedh S. Thakar - President, CEO & Director Conference Call Participants Aidan Michael Perry - Piper Sandler & Co., Research Division Brian Lee Essex - JPMorgan Chase & Co, Research Division Jonathan Frank Ho - William Blair & Company L.L.C.

The headline numbers for Martin Marietta (MLM) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Although the revenue and EPS for Collegium Pharmaceutical (COLL) give a sense of how its business performed in the quarter ended June 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Although the revenue and EPS for Restaurant Brands (QSR) give a sense of how its business performed in the quarter ended June 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Although the revenue and EPS for Acushnet (GOLF) give a sense of how its business performed in the quarter ended June 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Although the revenue and EPS for CDW (CDW) give a sense of how its business performed in the quarter ended June 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

While the top- and bottom-line numbers for Maximus (MMS) give a sense of how the business performed in the quarter ended June 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

The headline numbers for ConocoPhillips (COP) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

While the top- and bottom-line numbers for Haemonetics (HAE) give a sense of how the business performed in the quarter ended June 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

While the top- and bottom-line numbers for Viatris (VTRS) give a sense of how the business performed in the quarter ended June 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

The headline numbers for Canadian Natural Resources (CNQ) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

The headline numbers for Insmed (INSM) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

The headline numbers for Kenvue (KVUE) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Kennametal (KMT) is technically in oversold territory now, so the heavy selling pressure might have exhausted. This along with strong agreement among Wall Street analysts in raising earnings estimates could lead to a trend reversal for the stock.

Jackson Financial (JXN) is looking like an interesting pick from a technical perspective, as the company reached a key level of support. Recently, JXN crossed above the 20-day moving average, suggesting a short-term bullish trend.

The heavy selling pressure might have exhausted for Marex Group PLC (MRX) as it is technically in oversold territory now. In addition to this technical measure, strong agreement among Wall Street analysts in revising earnings estimates higher indicates that the stock is ripe for a trend reversal.

The heavy selling pressure might have exhausted for Twist Bioscience (TWST) as it is technically in oversold territory now. In addition to this technical measure, strong agreement among Wall Street analysts in revising earnings estimates higher indicates that the stock is ripe for a trend reversal.

The heavy selling pressure might have exhausted for Accel Entertainment (ACEL) as it is technically in oversold territory now. In addition to this technical measure, strong agreement among Wall Street analysts in revising earnings estimates higher indicates that the stock is ripe for a trend reversal.

Nomad Foods (NOMD) has become technically an oversold stock now, which implies exhaustion of the heavy selling pressure on it. This, combined with strong agreement among Wall Street analysts in revising earnings estimates higher, indicates a potential trend reversal for the stock in the near term.

From a technical perspective, IREN Limited (IREN) is looking like an interesting pick, as it just reached a key level of support. IREN recently overtook the 20-day moving average, and this suggests a short-term bullish trend.