Qualys Jumps 7.0% Amid Sector-Wide Rally
Qualys (NASDAQ: QLYS) shares jumped 7.0% on July 6, 2026, closing at $158.42, driven by a broad sector-wide rally in cloud security and compliance software providers. The rally, which saw comparable companies like Tenable Holdings and SentinelOne also gaining significantly, suggests a rotation of investor interest into software infrastructure names. Increased trading volume and positive analyst sentiment further contributed to Qualys' market capitalization of $5.6 billion.
CRWD Trades at Premium Valuation: Time to Hold or Fold the Stock?
CrowdStrike (CRWD) is trading at a premium valuation with a P/S ratio significantly higher than its industry peers, which raises concerns despite investor confidence. The company is experiencing a deceleration in revenue growth, though its Falcon Flex subscription model is boosting subscription gains and the stock has seen a 62% surge over the past six months, outperforming competitors. Given its strong technical indicators and leading position in cybersecurity, the article suggests holding the stock despite valuation concerns and slowing growth.
Qualys: Recent Tailwinds Should Propel The Stock Price Higher (NASDAQ:QLYS)
Qualys (QLYS) is poised for significant upside, driven by surging demand in vulnerability management, recent analyst upgrades, and new product launches, including AI-driven detection. Despite a previously sluggish performance, QLYS shares rallied in late June and early July 2026, supported by robust management guidance for FY2026. The stock maintains a reasonable valuation, projecting a 13%+ upside over the next year, though it faces competitive risks and sector volatility.
Y Intercept Hong Kong Ltd Has $4.15 Million Position in Qualys, Inc. $QLYS
Y Intercept Hong Kong Ltd significantly increased its holdings in Qualys, Inc. by 540.1% in the first quarter, bringing its total to 47,194 shares valued at $4.15 million. This comes as Qualys reported strong quarterly earnings, beating analyst expectations with $1.95 EPS and a 9.8% revenue increase. However, insider selling, including a substantial sale by CEO Sumedh S. Thakar, and a cautious "Hold" consensus among analysts with an average price target of $125.86, reflect mixed sentiment despite the positive earnings report.
Louisiana State Employees Retirement System Acquires New Position in Qualys, Inc. $QLYS
The Louisiana State Employees Retirement System has initiated a new position in Qualys, Inc. (NASDAQ:QLYS) during the first quarter, purchasing 10,400 shares valued at approximately $914,000. This comes as several other institutional investors also increased their stakes, leading to 99.31% institutional ownership of Qualys stock. Despite this institutional interest, company insiders, including Director Thomas Berquist and CFO Joo Mi Kim, have recently sold shares, while analysts maintain a "Hold" consensus rating with an average target price of $125.86.
Is Qualys (QLYS) Overvalued Following JPMorgan's Upgrade And Faster Vulnerability Management Growth?
Qualys (QLYS) has seen significant share price growth following a JPMorgan upgrade, driven by improved vulnerability management and sentiment in cybersecurity. Despite this, the stock is trading above average analyst price targets and intrinsic value estimates, leading to questions about whether it's overvalued. Market analysis suggests a fair value of $107.39 with potential risks if AI security changes or new pricing models impact customer spending.
If You Invested $1,000 in Qualys Inc (QLYS)
This article analyzes the historical performance of a $1,000 investment in Qualys Inc. (QLYS) over 1, 5, and 10 years, detailing its returns and comparison to the S&P 500. It also provides an in-depth overview of Qualys's business, including its cloud-based security platform, Enterprise TruRisk Management, and recent advancements like Agentic AI integration and FedRAMP High Authorization.
Qualys (QLYS) Stock Looks Overvalued On Cash Flow And Earnings
Qualys (QLYS) stock appears overvalued based on Discounted Cash Flow (DCF) intrinsic value estimates and earnings multiples, despite a 38.8% return over the past five years. While JPMorgan recently upgraded the stock, insider selling and Simply Wall St's analysis suggest the current price exceeds its fair value. Investors are advised to consider whether the company's future growth and competitive position can justify its premium valuation.
Boston Trust Walden Corp Trims Position in Qualys, Inc. $QLYS
Boston Trust Walden Corp reduced its stake in Qualys, Inc. by 8.5% in the first quarter of 2026, selling 93,512 shares. Despite this, Qualys reported strong quarterly results, beating EPS and revenue expectations. Analyst sentiment remains cautious with a "Hold" rating, and various institutional investors have recently adjusted their positions in the company.
Qualys Stock On Fire: Up 32% With 7-Day Winning Streak
Qualys (QLYS) stock has seen a significant surge, gaining 32% over a 7-day winning streak, increasing its market cap by $1.2 billion to $5.1 billion. Despite this rapid appreciation, the article suggests that QLYS is "Fairly Priced" due to its strong operating performance. Investors are cautioned that the market has already reacted to this news, emphasizing the need for predictive signals for future gains.
Insider Sell: Sumedh Thakar Sells 30,000 Shares of Qualys Inc (Q
Sumedh Thakar, CEO & President of Qualys Inc (QLYS), sold 30,000 shares of the company on June 30, 2026, reducing his holdings to 196,686 shares. Over the past year, Thakar has sold a total of 136,600 shares with no purchases, contributing to a trend of 49 insider sells and no buys for Qualys Inc in the same period. The stock, trading at $135, is considered modestly undervalued with a price-to-GF-Value ratio of 0.8, despite a P/E ratio higher than the industry median.
Form 4 Qualys Inc For: 1 July By Investing.com
This article reports on a Form 4 filing for Qualys Inc (QLYS) as of July 1st. It also includes the company's stock performance and various market data. The article provides a brief update on insider trading activity for Qualys Inc.
Qualys CEO Thakar sells $4.05 million in Qualys stock
Qualys CEO Sumedh S. Thakar sold 30,000 shares of company stock for a total of $4.05 million across three transactions on June 30, 2026. These sales were executed under a Rule 10b5-1 trading plan adopted in February 2026, leaving him with 196,686 directly owned shares. The company has also seen recent positive developments, including FedRAMP High Authorization for its TotalCloud solution and varied analyst ratings.
Form 4 Qualys Inc For: 30 June By Investing.com
This article reports on a Form 4 filing for Qualys Inc. for June 30, published by Investing.com. It indicates that the document is related to Qualys Inc. (QLYS), whose stock experienced a 3.26% increase. This brief piece serves as an announcement of the filing without providing further details about its contents.
Palo Alto Networks Stock Surges 85% YTD: Time to Hold or Book Profits?
Palo Alto Networks (PANW) stock has surged 85% year-to-date, outperforming the cybersecurity industry due to strong demand for AI-native solutions. While the company benefits from a growing cybersecurity market, innovative products, and large enterprise deals, its premium valuation and rising integration costs from acquisitions warrant a cautious approach. Analysts suggest holding the stock for its long-term growth potential.
Qualys stock surges 65% after InvestingPro Fair Value signal By Investing.com
Qualys (NASDAQ:QLYS) stock surged 65% in just over two months after InvestingPro's Fair Value analysis identified it as significantly undervalued in mid-April 2026. The cloud security provider
Qualys (QLYS) CEO sells 10,000 shares under Rule 10b5-1 plan
Qualys (QLYS) CEO and President Sumedh S. Thakar sold a total of 10,000 shares of common stock on June 29, 2026, across three transactions at weighted average prices between $125 and $128 per share. These sales were conducted under a pre-arranged Rule 10b5-1 trading plan established on February 27, 2026. Following these transactions, Thakar directly holds 226,686 shares of Qualys common stock.
Qualys stock surges 65% after InvestingPro Fair Value signal By Investing.com
Qualys (NASDAQ: QLYS) stock surged 65% in just over two months after InvestingPro's Fair Value analysis identified it as significantly undervalued in mid-April 2026. The company, a cloud security provider, showed strong fundamentals despite a prior stock decline, and its performance has exceeded initial expectations. This success story highlights how systematic valuation analysis can identify mispriced securities and offers InvestingPro subscribers access to similar opportunities.
These Two Software Stocks Are Defying the Sector Selloff
JFrog (FROG) and Qualys (QLYS) are software stocks that have shown significant strength, outperforming the broader software sector which is currently experiencing a selloff. Bullish technical patterns suggest both stocks could continue to lead into the second half of 2026. This relative strength indicates potential institutional buying and could signal future leadership once the sector recovers, making them valuable investments to watch.
Qualys CEO Thakar sells $1.27 million in stock
Sumedh S. Thakar, CEO and President of Qualys, Inc. (NASDAQ:QLYS), sold approximately $1.27 million worth of company stock on June 29, 2026. The sales were executed at prices ranging from $125.603 to $127.6601 per share, under a Rule 10b5-1 trading plan. Despite the sale, the stock has since increased by 14%, and InvestingPro analysis suggests it remains undervalued.
Qualys (NASDAQ:QLYS) Trading 7.5% Higher on Analyst Upgrade
Qualys (NASDAQ:QLYS) saw its share price rise 7.5% following an upgrade from JPMorgan Chase & Co. from an "underweight" to a "neutral" rating, with a significant increase in the price target from $87 to $139. Despite this upgrade, the company still holds a consensus "Hold" rating from analysts, with an average target price of $125.86. The software maker recently exceeded EPS and revenue estimates for its quarterly results and provided optimistic FY2026 EPS guidance, although insiders have concurrently sold shares.
Qualys Jumps 8.7% Amid Sector-Wide Rally
Qualys, Inc. experienced an 8.7% surge, closing at $139.50, as part of a broad rally across the cybersecurity sector, with similar gains seen by peers like NTSK and TENB. This sector-wide momentum, not specific company news, drove investor interest, positioning Qualys for potential further technical follow-through. Analysts remain constructive on the stock, with a recent price target raise and no cuts, suggesting continued confidence in its market position.
JPMorgan Upgrades Qualys to Neutral From Underweight, Adjusts Price Target to $139 From $87
JPMorgan has upgraded Qualys (QLYS) from Underweight to Neutral, significantly increasing its price target to $139 from $87. This adjustment reflects a more positive outlook on the cybersecurity company. The report was published on June 30, 2026, at 06:33 am EDT by MT Newswires.
Qualys, Inc. $QLYS Shares Sold by Hsbc Holdings PLC
Hsbc Holdings PLC reduced its stake in Qualys, Inc. by 36.9% in the fourth quarter, selling 9,895 shares and retaining 16,898 shares valued at approximately $2.25 million. Qualys reported better-than-expected Q1 earnings with EPS of $1.95 and revenue of $175.64 million, also providing optimistic FY 2026 EPS guidance. Despite these positive financial results, analyst sentiment remains cautious, with the stock holding a consensus "Hold" rating and an average target price of $122.14.
JPMorgan upgrades Qualys stock rating on vulnerability management growth
JPMorgan upgraded Qualys (NASDAQ:QLYS) from Underweight to Neutral, raising its price target to $139 from $87, citing growth in the vulnerability management category and the company's strong margin profile. The firm highlighted Qualys' extensive agent network and its strategic initiatives like Project Glasswing and Daybreak. Despite positive financial metrics and new product authorizations, the report indicates that bookings mix remains a headwind for the company's stock performance compared to competitors.
Qualys (QLYS) CEO sells 10,000 shares under 10b5-1 trading plan
Qualys (QLYS) CEO and President Sumedh S. Thakar sold 10,000 shares of common stock on June 26, 2026, in open-market transactions. The sales, executed at prices between $120 and $121 per share, were part of a pre-arranged Rule 10b5-1 trading plan adopted on February 27, 2026. Following these transactions, Thakar still directly owns over 200,000 Qualys shares.
QLYS - Qualys Inc Volatility & Greeks
This article provides a detailed overview of Qualys Inc. (QLYS) financial data, stock performance metrics, and key statistics as of June 30, with the stock closing at $137.49, up 7.15%. It includes information on market capitalization, income, sales, P/E ratio, various performance indicators, and insider/institutional ownership to offer a comprehensive financial snapshot of the company.
Insider Sell Alert: Sumedh Thakar Sells 10,000 Shares of Qualys Inc (QLYS)
Sumedh Thakar, CEO & President of Qualys Inc (QLYS), sold 10,000 shares of the company on June 26, 2026, bringing his total holdings to 236,686 shares. This transaction is part of a trend of insider selling at Qualys, with 47 insider sells and no insider buys in the past year. The stock is currently trading at $120.48, making it modestly undervalued according to GuruFocus's GF Value of $167.86.
Sumedh Thakar 10b5-1 sells shares via Morgan Stanley (NASDAQ: QLYS)
Sumedh Thakar, an insider at Qualys, Inc. (NASDAQ: QLYS), reported proposed sales of Common Stock through a 10b5-1 plan via Morgan Stanley Smith Barney LLC. The Form 144 filing details multiple sales on June 1, 2026 (13,200 shares for $1,514,407.36), June 26, 2026 (10,000 shares for $1,204,814.00), and June 15, 2026 (3,200 shares for $367,368.96). These are procedural disclosures required for insiders selling restricted or controlled securities under a prearranged plan.
Qualys (QLYS) Soars 6.1%: Is Further Upside Left in the Stock?
Qualys (QLYS) shares recently increased by 6.1% due to strong demand for cloud-based cybersecurity solutions. The company is expected to report positive quarterly earnings and revenue growth. While current earnings estimates for Qualys have remained unchanged, investors should monitor future revisions to assess the stock's continued strength.
Qualys (QLYS) Soars 6.1%: Is Further Upside Left in the Stock?
Qualys (QLYS) shares rose 6.1% to $123.27, driven by high demand for cloud-based cybersecurity solutions. The company is projected to report strong quarterly earnings and revenue growth, though the consensus EPS estimate has remained unchanged, suggesting potential for growth if estimates are revised upwards. The stock currently holds a Zacks Rank #3 (Hold), similar to industry peer Check Point Software (CHKP).
Qualys, Inc. (NASDAQ:QLYS) Given Average Rating of "Hold" by Brokerages
Qualys, Inc. (NASDAQ:QLYS) has received a consensus "Hold" rating from seventeen brokerages, with an average 12-month price target of $122.14. The company recently reported better-than-expected quarterly earnings and revenue, but analyst sentiment has been mixed, with several firms lowering price targets while others maintained or raised them. Insider selling has also occurred, with executives selling off shares in recent transactions.
Enterprise value to EBIT forward of Qualys, Inc. – MUN:3L7A
The article provides financial information for Qualys, Inc. (MUN:3L7A), specifically its enterprise value to EBIT forward. It is presented in the context of the Munich Stock Exchange and sourced from financial data providers like ICE Data Services and FactSet.
Trading the Move, Not the Narrative: (QLYS) Edition
This article analyzes Qualys Inc. (NASDAQ: QLYS), highlighting strong near and mid-term sentiment but a weak long-term outlook. It presents AI-generated trading strategies including position, momentum breakout, and risk hedging, along with multi-timeframe signal analysis for various risk profiles. The analysis suggests compelling upside potential as no resistance levels remain above the current price.
Form 144 QUALYS INC For: 26 June By Investing.com
This article announces the filing of Form 144 for QUALYS INC on June 26, 2026. Form 144 is a notice of the intent to sell restricted securities. The information is provided by Investing.com, a financial markets news service.
Qualys Jumps 6.5% Amid Sector-Wide Rally
Qualys, Inc. experienced a 6.5% surge, closing at $123.79, as its shares benefited from a sector-wide rally in software infrastructure companies, rather than company-specific news. Investors rotated capital into the sector, with several peers also showing gains. This coordinated movement suggests broader market sentiment is driving the upward trend, and investors are advised to monitor if this strength persists.
Form 144 QUALYS INC For: 26 June By Investing.com
This article reports on the filing of Form 144 by Qualys Inc. on June 26th. It provides no further details but is accompanied by real-time financial market data for various indices, commodities, bonds, and stocks. The data indicates slight movements across global markets, with specific focus on Australian and US markets.
QLYS (NASDAQ) Form 144: Insider reports 13,200 RSUs; prior 10b5-1 sales listed
Qualys, Inc. (QLYS) has filed a Form 144 notice indicating planned and prior sales of common stock by an insider. The filing reports 13,200 shares identified as RSU/PSU to be sold, with an original date of August 1, 2024. Additionally, it discloses earlier 10b5-1 plan sales, including 13,200 shares on June 1, 2026, for over $1.5 million and 3,200 shares on June 15, 2026, for over $367,000, both executed by Sumedh Thakar.
Qualys Jumps 6.5% Amid Sector-Wide Rally
Qualys, Inc. surged 6.5% on Friday, closing at $123.79, as part of a broad rally within the software infrastructure sector. This jump, mirrored by several peers, suggests a sector-wide capital rotation by institutional investors rather than company-specific news. Investors should observe if this momentum continues and if any individual catalysts emerge for Qualys.
Qualys, Inc. Actuals & Estimates (NASDAQ:QLYS)
This article provides an in-depth financial overview of Qualys, Inc. (QLYS), including its current stock price, historical performance, analyst forecasts, and detailed financial metrics like revenue, earnings, market capitalization, and EBITDA. It also covers upcoming earnings dates and answers frequently asked questions about the company's stock.
Form 144 QUALYS INC For: 26 June By Investing.com
This article announces the filing of Form 144 for QUALYS INC on June 26. Form 144 is a notice of the intent to sell restricted securities. The article provides the company name and filing date.
Price to book forward of Qualys, Inc. – FWB:3L7A
This article provides financial information for Qualys, Inc. (FWB:3L7A) on TradingView, specifically focusing on its forward price-to-book ratio. It is a brief financial snippet rather than an in-depth analysis. The content confirms the market as closed with no trades recorded.
Enterprise value to EBIT forward of Qualys, Inc. – FWB:3L7A
This article provides financial information for Qualys, Inc. (FWB:3L7A) on TradingView, focusing on its enterprise value to EBIT forward. It notes that the market is closed with no recent trades for the company's stock on the Frankfurt Stock Exchange.
Is Qualys (QLYS) Riding Sector Euphoria or Reinforcing Its Core Cybersecurity Investment Story?
Qualys (QLYS) has seen recent insider share sales and sector-wide strength in software infrastructure, with its stock movement seemingly driven more by broad investor enthusiasm than specific company catalysts. Despite moderated growth expectations, Qualys has raised its full-year 2026 guidance, projecting revenue between US$721.0 million and US$727.0 million. Investors are encouraged to assess whether the current rally aligns with the company's outlook, considering potential risks like competitive pressure and differing analyst opinions on its fair value.
Form 4 Qualys Inc For: 23 June By Investing.com
This article provides an Investing.com report on Form 4 filings for Qualys Inc. as of June 23. It includes the stock symbol QLYS and notes a 2.12% increase for the company. The content primarily lists market data, popular articles, and various financial instruments and tools available on the Investing.com platform.
Form 4 Qualys Inc For: 23 June By Investing.com
This article announces the filing of Form 4 for Qualys Inc. on June 23. It includes a trading update for QLYS, showing a 3.52% increase, and provides various financial market data and related news.
Qualys director Wendy Pfeiffer sells $55,275 in company stock
Qualys director Wendy Pfeiffer sold 500 shares of the company's common stock for $55,275, executed under a Rule 10b5-1 trading plan. Despite the sale, Pfeiffer still directly holds 12,710 shares. Qualys (NASDAQ:QLYS) recently reported strong Q1 2026 earnings, surpassing analyst expectations for both EPS and revenue, and achieved FedRAMP High Authorization for its TotalCloud solution.
Qualys (QLYS) legal chief sells 865 shares under 10b5-1 trading plan
Qualys, Inc.'s Chief Legal Officer, Bruce K. Posey, sold 865 shares of common stock in multiple open-market transactions on June 22, 2026. These sales, executed under a pre-arranged Rule 10b5-1 trading plan adopted in August 2025, ranged from approximately $107 to $112 per share. Following these transactions, Posey retains a direct ownership position of 65,388 shares in Qualys.
QUALYS (QLYS) director Wendy Pfeiffer sells 500 shares under Rule 10b5-1 plan
QUALYS director Wendy Pfeiffer sold 500 shares of common stock at $110.55 per share, as detailed in a recent Form 4 filing. This transaction was pre-arranged under a Rule 10b5-1 trading plan established on February 20, 2026, indicating a scheduled sale rather than a discretionary one. Following the sale, Pfeiffer retains a direct holding of 12,710 shares in QUALYS.
Qualys Jumps 5.2% Amid Sector-Wide Rally
Qualys (NASDAQ:QLYS) saw its shares jump 5.2% to $114.19 on Tuesday, June 23, 2026, driven by a broad sector-wide rally in software infrastructure companies. This gain suggests a positive shift in investor sentiment toward the sector, with other peers like Varonis Systems, Netskoppe, GitLab, and SentinelOne also experiencing significant increases. The rally appears to be a thematic shift favoring software infrastructure, and investors are advised to monitor for continuing catalysts.
