Qualys: A Profitable Cybersecurity Stock Without A Catalyst (NASDAQ:QLYS)
Qualys (QLYS) is a high-margin cybersecurity company specializing in vulnerability management, currently trading at depressed multiples due to its moderate growth and perceived AI-related risks. While the business is solid with strong recurring cash flow, it lacks exposure to the real-time detection segments that are driving higher valuations for its peers. The primary concern is that AI could commoditize vulnerability management, potentially eroding Qualys's pricing power and competitive differentiation, leading to a "Hold" rating given the current valuation and lack of clear growth catalysts.
QUALYS, INC. SEC 10-K Report
Qualys, Inc. has released its 2025 Form 10-K report, showcasing a strong financial performance with revenues of $669.1 million and a net income of $198.3 million, driven by increased demand for subscription services and effective cost management. The company emphasizes its strategic initiatives, including expanding its cloud platform, investing in R&D, and managing capital through share repurchases, while also detailing challenges such as market variability, intense competition, and security incidents. Qualys plans to continue investing in growth, fortifying its market position, and mitigating risks through various management strategies.
Rapid7, Tenable, SentinelOne, Zscaler, and Qualys Shares Plummet, What You Need To Know
Shares of Rapid7, Tenable, SentinelOne, Zscaler, and Qualys plummeted after Anthropic unveiled Claude Code Security, an AI tool capable of autonomously scanning codebases for vulnerabilities and suggesting patches. This announcement shifted market sentiment, as investors fear AI could become a direct substitute for high-margin, specialized security software, impacting the long-term pricing power of legacy firms. Individual stocks like Qualys also faced headwinds from a weak financial forecast earlier, contributing to their year-to-date decline.
Zscaler vs. Qualys: Which Cybersecurity Stock Has the Edge?
This article compares two cybersecurity companies, Zscaler (ZS) and Qualys (QLYS), highlighting their fundamentals, growth outlooks, risks, and valuations. While Zscaler shows faster growth and strong AI momentum, its gross margin is under pressure and its valuation is higher. Qualys, on the other hand, offers steadier growth at a cheaper price point, giving it an edge for investment consideration.
Down 26% In Last 12 Months, Can Qualys Stock Deliver Better Results in 2026?
Qualys (QLYS) recently posted strong Q4 2025 results with 10% revenue growth and expects 7-8% growth in 2026, driven by its AI-powered Enterprise ThreatScan Management (ETM) platform. Despite being down 26% in the last 12 months, TIKR's valuation model projects the stock could reach $126 by December 2028, representing a 20% total return from its current price of $105, based on continued execution and the shift towards proactive pre-breach risk management solutions. The company's focus on agentic AI, exploit validation, and autonomous remediation positions it to address evolving cyber threats and expand its market presence, particularly after achieving FedRAMP High authorization.
QLYS Stock Price, Forecast & Analysis | QUALYS INC (NASDAQ:QLYS)
This article provides an in-depth analysis of Qualys Inc. (NASDAQ: QLYS), including its current stock price, financial performance, and analyst forecasts. It highlights the company's strong fundamental ratings, consistent growth in EPS and revenue, and a significant upside potential based on average analyst price targets. The report also details Qualys's business as a provider of cloud security and compliance solutions.
Qualys Recognized as a Leader in the 2026 Forrester Wave™ for CNAPP
Qualys has been recognized as a Leader in The Forrester Wave™ for Cloud-Native Application Protection Solutions (CNAPP), Q1 2026, receiving high scores for its unified platform, pricing flexibility, agentic AI capabilities, and comprehensive CWP scanning. This recognition highlights Qualys' commitment to delivering an integrated, enterprise-grade CNAPP platform that addresses shifting market needs for unified visibility, continuous risk prioritization, and real-time detection across various cloud layers. The report emphasizes the importance of a vendor's pricing model, level of component integration, and update frequency, all areas where Qualys believes it excelled.
Qualys Q4 earnings surpass expectations, revenues increase Y/Y
The article reports that Qualys exceeded market expectations for its Q4 earnings, demonstrating year-over-year revenue growth. This positive financial performance suggests strong operational results for the company during the last quarter.
Qualys' (NASDAQ:QLYS) Earnings May Just Be The Starting Point
Despite investors being underwhelmed by Qualys' recent solid earnings, an analysis reveals comforting factors. The company exhibits a strong conversion of profit to free cash flow, indicated by a negative accrual ratio of -1.01. Qualys' free cash flow of US$304m significantly outpaced its reported profit of US$198.3m, suggesting better underlying earnings potential than statutory profits indicate.
Qualys' (NASDAQ:QLYS) Earnings May Just Be The Starting Point
Qualys, Inc. recently posted solid earnings that investors initially underestimated. An analysis of its accrual ratio reveals a strong conversion of profit to free cash flow, indicating the company's underlying earnings potential may be better than reported statutory profits. This positive cash flow generation, combined with strong EPS growth, suggests a promising outlook for Qualys.
Qualys's Q4 Earnings Call: Our Top 5 Analyst Questions
Qualys (QLYS) met revenue expectations and surpassed non-GAAP profitability in Q4 attributed to strong adoption of its AI-powered risk management offerings and expanding partner sales. The company's CEO, Sumedh Thakar, highlighted customer demand for unified pre-breach risk management solutions. Analysts inquired about the QFlex pricing model, the efficacy of Agent Val within ETM, competition, and the stability of net dollar expansion rates, with management emphasizing core differentiators and future growth catalysts.
Qualys Q4 2025 Earnings Report - Strong Profit Growth and 2026 Outlook - News and Statistics
Qualys reported strong financial results for Q4 2025, exceeding profitability estimates with adjusted earnings per share of $1.87 and revenue of $175.3 million. The company attributed its success to strong adoption of risk management products and expanding sales through partnerships, particularly its Enterprise Threat Management platform. While revenue guidance for Q1 2026 met expectations, the adjusted EPS guidance for the full 2026 financial year is slightly below analyst estimates.
Qualys Inc (QLYS) Trading 3.85% Higher on Feb 10
Qualys Inc (QLYS) saw its shares trade 3.85% higher on February 10, reaching an intraday high of $113.44 and closing at $113.37. The stock is 27.08% below its 52-week high but 5.78% above its 52-week low. Analyst forecasts show an average price target of $140.37, implying a 23.82% upside, while GuruFocus estimates a fair value of $185.11, suggesting a 63.29% upside.
Qualys Plunged 13% Despite Growth: Can the Stock Bounce Back to $150 in 2026?
Shares of Qualys (QLYS) recently tumbled 13.3% despite strong quarterly results, due to investor concerns over future EBITDA margin guidance. Although management clarified this as a strategic investment in sales and marketing for long-term growth, the stock is currently seen as undervalued by TIKR's Advanced Valuation Model and analysts, presenting a potential entry point for investors with a target price of $149. The company's profitability and consistent revenue growth suggest a possible rebound to the $150 mark in 2026 if strategic investments yield fruit.
Qualys, Inc. (NASDAQ:QLYS) Q4 2025 Earnings Call Transcript
Qualys, Inc. (NASDAQ:QLYS) reported strong Q4 2025 earnings, exceeding expectations with an EPS of $1.87 against an anticipated $1.78. The company emphasized its strategic shift towards agentic AI-driven risk management through its ETM platform and Risk Operations Center (ROC) to provide proactive, quantifiable cybersecurity solutions. Qualys provided a revenue outlook for full-year 2026 between $717 million to $725 million, demonstrating continued growth and profitability while also announcing an increased share repurchase program.
Insider Sell Alert: Joo Kim Sells Shares of Qualys Inc (QLYS)
Joo Kim, CFO of a Qualys Inc (QLYS) subsidiary, sold 6,799 shares on February 4, 2026, reducing holdings to 88,489 shares. Over the past year, Kim has sold 55,791 shares, contributing to a total of 55 insider sells and no buys for Qualys. The stock is currently trading at $128.46, and with a GF Value of $174.81, it appears to be significantly undervalued.
Qualys CFO Kim Joo Mi sells $873k in QLYS stock By Investing.com
Qualys CFO Kim Joo Mi sold 7,199 shares of Qualys common stock for a total of $873,369 through pre-arranged trading plans. Following these transactions, the CFO directly owns 88,489 shares. The sale occurred shortly after Qualys reported strong Q4 2025 earnings which surpassed expectations, although an analyst downgraded the price target due to growth concerns.
Qualys (NASDAQ:QLYS) CFO Sells $873,399.54 in Stock
Qualys (NASDAQ:QLYS) CFO Joo Mi Kim sold 6,799 shares of the company's stock for $873,399.54 on February 4th, reducing her stake by over 7%. This sale follows other insider transactions in December, January, and early February. Despite Qualys beating Q4 earnings estimates, raising guidance, and announcing a $200 million increase to its share buyback program, the stock experienced a sharp decline on heavy volume and is currently trading below its 50- and 200-day moving averages.
Why Qualys (QLYS) Shares Are Trading Lower Today
Shares of Qualys (NASDAQ:QLYS) dropped 13.4% today after the company issued a weak financial forecast for the full year 2026, which included lower-than-expected adjusted EPS guidance and decelerating revenue growth. Analysts also anticipate a slowdown in revenue growth for the company, contributing to investor disappointment. This marks a significant market reaction for the usually less volatile stock, coming just days after another drop due to general AI-related market fears.
Qualys stock hits 52-week low at $112.59
Qualys Inc.'s stock has fallen to a 52-week low of $112.59, marking a 16.01% decline over the past year despite impressive gross profit margins of 82.85% and an "GREAT" financial health rating according to InvestingPro data. The cybersecurity company's stock decline highlights volatility in the tech sector, though it recently surpassed Q4 2025 earnings and revenue expectations. Analysts generally maintain varied sentiments, with price targets ranging from $117 to $170.
Qualys’ Sticky Vulnerability Management Solutions Portfolio Drives Its Narrow Moat
Qualys, a cybersecurity vendor specializing in cloud-based security and compliance, has developed a narrow economic moat through its sticky vulnerability management solutions. The firm's products help clients identify and mitigate IT infrastructure vulnerabilities, operating in a market expected to grow at a high-single-digit rate, ensuring robust demand for Qualys' offerings. This strong market position and product stickiness contribute to its sustained success.
Qualys' (QLYS) "Outperform" Rating Reaffirmed at Wedbush
Wedbush has reaffirmed its "Outperform" rating for Qualys (NASDAQ: QLYS), setting a target price of $155.00, suggesting a nearly 29% upside. This decision follows Qualys' strong Q4 earnings, which surpassed analyst estimates, and an increase in its FY 2026 EPS guidance, alongside the authorization of an additional $200 million for share repurchases. Despite positive financial results and analyst upgrades from some firms, the stock experienced a downturn due to insider selling and technical resistance, leading to a consensus "Hold" rating among analysts with an average price target of $142.86.
Truist Cuts Price Target on Qualys to $120 From $130, Keeps Hold Rating
Truist has lowered its price target for Qualys (QLYS) shares to $120, down from the previous $130, while maintaining a Hold rating on the stock. This adjustment follows similar actions by other analysts, with RBC trimming its price target to $134 and Berenberg cutting its target to $132, both also retaining hold/sector perform ratings. The news comes after Qualys reported its Q4 2025 earnings, with adjusted earnings and revenue rising, and released guidance for Q1 and full-year 2026.
QLYS Q4 Deep Dive: AI-Driven Risk Management and Platform Expansion Shape Outlook
Qualys (QLYS) exceeded revenue expectations in Q4 CY2025, driven by strong adoption of its AI-powered risk management offerings and expanding partner-led sales. The company's future performance is expected to be shaped by further adoption of its ETM platform, growth in its partner ecosystem, and its ability to differentiate itself in the competitive cybersecurity market. Management anticipates continued growth from its agentic AI capabilities and QFlex pricing model, while closely monitoring their broad-based adoption.
Wedbush Reiterates Outperform Rating for Qualys (QLYS) with $155 PT | QLYS Stock News
Wedbush analyst Dan Ives has reaffirmed an "Outperform" rating for Qualys (QLYS) and maintained a $155 price target, signaling continued confidence in the company's performance. Other analysts show diverse opinions on QLYS, which is a cloud security provider. The average analyst price target for Qualys is $141.87, implying an 11% upside from its current price of $127.81, while GuruFocus estimates a fair value of $188.81.
Qualys Q4 Earnings Surpass Expectations, Revenues Increase Y/Y
Qualys (QLYS) reported better-than-expected results for the fourth quarter of 2025, with both revenue and earnings per share surpassing analyst estimates and showing significant year-over-year improvement. The cybersecurity company also provided guidance for the first quarter and full-year 2026, projecting continued revenue and earnings growth. Additionally, Qualys announced an additional $200 million authorization for its share repurchase program.
Truist Securities lowers Qualys stock price target to $120 on growth concerns
Truist Securities has lowered its price target for Qualys (NASDAQ: QLYS) to $120 from $130, maintaining a Hold rating due to growth concerns, despite the cybersecurity firm exceeding fourth-quarter 2025 financial guidance. Although Qualys reported strong annual revenue and EPS, Truist noted a decrease in net dollar retention and a projected year-over-year growth deceleration for fiscal year 2026. The firm awaits more clarity on the impact of new products like ETM before taking a more positive stance.
Earnings call transcript: Qualys Q4 2025 beats forecasts, stock rises
Qualys (QLYS) reported better-than-expected Q4 2025 earnings and revenue, with an EPS of $1.87 against a forecast of $1.78, and revenue of $175.28 million topping expectations of $173.15 million. The company's stock rose 1.78% in after-hours trading, driven by investor confidence in its AI-driven cybersecurity solutions and strong full-year 2025 performance, which saw revenue increase by 10% to $669.1 million. Qualys provided 2026 revenue guidance of $717-$725 million and emphasized its focus on agentic AI-native Risk Operations Centers (ROC) and its ETM platform to redefine pre-breach risk management.
Qualys (NASDAQ:QLYS) Beats Q4 CY2025 Sales Expectations
Qualys (NASDAQ:QLYS) reported better-than-expected revenue of $175.3 million in Q4 CY2025, a 10.1% year-on-year increase, along with adjusted EPS of $1.87, beating analyst estimates. While revenue growth has slowed compared to its five-year trend, the company exceeded analyst expectations for both revenue and adjusted operating income in the quarter. However, Qualys's full-year EPS guidance missed analyst estimates, and revenue guidance for the next quarter suggests a deceleration in growth.
Qualys' Q4 results, outlook surpass expectations; increases share repurchase program by $200M
Qualys (QLYS) released its Q4 2025 financial results and Q1 2026 outlook, which surpassed market expectations. The company also announced a $200 million increase to its share repurchase program. Following these announcements, Qualys' stock experienced a slight dip of approximately 1% in early post-market trading.
Qualys: Q4 Earnings Snapshot
Qualys Inc. (QLYS) reported strong fourth-quarter results, with net income of $53.2 million, or $1.47 per share, and adjusted earnings of $1.87 per share, surpassing Wall Street expectations. The security-analysis software maker also exceeded revenue forecasts, posting $175.3 million. The company provided optimistic guidance for the upcoming quarter and the full year.
All eyes on Qualys earnings as cybersecurity platform growth tested By Investing.com
Qualys Inc. is set to report its fourth-quarter results, with analysts expecting $173.2 million in revenue and adjusted earnings of $1.78 per share. Investors will be closely watching the adoption of its Enterprise TruRisk Platform and the sustainability of its revenue growth amid increasing competition and the impact of AI in cybersecurity. The company's ability to maintain strong profitability and adapt to evolving market demands will be key indicators of its future performance.
(QLYS) Movement Within Algorithmic Entry Frameworks
This article provides an algorithmic analysis of Qualys Inc. (NASDAQ: QLYS), highlighting a weak near-term sentiment and a mid-channel oscillation pattern. It outlines three distinct trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—along with multi-timeframe signal analysis and support/resistance levels. The analysis targets an exceptional 29.6:1 risk-reward setup for a potential 8.6% gain.
Joo Mi Kim Sells 3,414 Shares of Qualys (NASDAQ:QLYS) Stock
Qualys CFO Joo Mi Kim sold 3,414 shares of the company's stock on February 2nd for over $463,000, reducing her stake by 3.71%. This sale follows other recent insider transactions in January and December. Despite the insider selling, Qualys recently reported stronger-than-expected earnings and revenue, though its stock price traded down and analysts hold a consensus "Hold" rating with a target price of $143.57.
Earnings To Watch: Qualys (QLYS) Reports Q4 Results Tomorrow
Qualys (NASDAQ: QLYS), a cybersecurity cloud platform provider, is set to announce its Q4 earnings this Thursday. Analysts project an 8.8% year-on-year revenue growth to $173.2 million and adjusted earnings of $1.78 per share, following an exceptional Q3 where the company surpassed revenue and EBITDA estimates. Despite recent volatility in the cybersecurity sector, Qualys's stock performance has been relatively stable, with analysts reaffirming their estimates.
Paylocity, Qualys, 8x8, BlackLine, and AppLovin Shares Plummet, What You Need To Know
Shares of several technology companies, including Paylocity, Qualys, 8x8, BlackLine, and AppLovin, experienced significant drops due to investor fears regarding disruption from artificial intelligence, leading to a broad market sell-off. AppLovin, in particular, saw its shares plummet further after a short-seller report alleged illegal financial activities and ties to money laundering. The article suggests that such market overreactions can create buying opportunities for high-quality stocks.
Qualys Gears Up to Report Q4 Earnings: What to Expect From the Stock?
Qualys (QLYS) is set to report its Q4 2025 earnings on February 5th, with anticipated revenues between $172 million and $174 million and non-GAAP earnings per share between $1.73 and $1.80. The company has a strong history of beating earnings estimates, driven by demand for security products and its recurring subscription model. However, potential headwinds include delayed IT spending from enterprises and investments in R&D and sales, which might impact its financial performance.
Qualys Inc. (NASDAQ:QLYS) Emerges as a Peter Lynch-Style GARP Investment
Qualys Inc. (NASDAQ:QLYS) aligns with Peter Lynch's "growth at a reasonable price" (GARP) investment philosophy, demonstrating strong, consistent earnings growth, a favorable PEG ratio, high return on equity, and a debt-free balance sheet. The company, a provider of cloud-based security and compliance tools, is positioned in a vital and growing cybersecurity market, supported by a SaaS model. This makes Qualys a compelling candidate for further investor research seeking lasting growth without excessive cost.
Qualys, Inc. $QLYS Stock Position Increased by Federated Hermes Inc.
Federated Hermes Inc. significantly increased its stake in Qualys, Inc. (NASDAQ:QLYS) by 26.3% during the third quarter, now holding 87,217 shares valued at $11.54 million. This move is part of a broader trend of institutional investors boosting their positions, collectively owning 99.31% of the company's stock. Despite recent insider selling and a consensus "Hold" rating from analysts, Qualys reported strong quarterly earnings, surpassing expectations with $1.86 EPS against an anticipated $1.56, and providing optimistic FY2025 EPS guidance.
Qualys, Inc. (NASDAQ:QLYS) Given Average Recommendation of "Hold" by Brokerages
Qualys, Inc. (NASDAQ:QLYS) has received an average "Hold" rating from brokerages, based on reports from sixteen analysts. The consensus 12-month price target for the stock is $143.57. Insider selling, including a significant sale by CEO Sumedh Thakar, along with institutional investor activity, has been noted, while the company recently exceeded quarterly earnings and revenue expectations.
Hussman Strategic Advisors Inc. Takes Position in Qualys, Inc. $QLYS
Hussman Strategic Advisors Inc. has acquired a new position in Qualys, Inc. (NASDAQ:QLYS) during the third quarter, purchasing 25,200 shares valued at approximately $3.34 million. This investment represents 0.7% of Hussman's portfolio and about 0.07% ownership of Qualys's stock. The cybersecurity firm recently exceeded Q3 earnings and revenue estimates and provided positive FY2025 guidance.
Qualys, Inc. $QLYS Shares Acquired by Retirement Systems of Alabama
Retirement Systems of Alabama significantly increased its stake in Qualys, Inc. by 23% in Q3, now owning 181,308 shares valued at approximately $23.99 million. This accumulation comes amidst increased insider selling activity, with CEO Sumedh S. Thakar and Bruce K. Posey selling a combined 6,101 shares, contributing to total insider sales of 34,214 shares worth about $4.88 million in the last quarter. Despite the insider sales, institutional investors collectively own 99.31% of Qualys stock.
How (QLYS) Movements Inform Risk Allocation Models
This article analyzes Qualys Inc. (NASDAQ: QLYS) movements to inform risk allocation models, noting a mid-channel oscillation and weak near-term sentiment that could lead to bearish positioning. It highlights an exceptional risk-reward setup targeting an 8.5% gain versus 0.3% risk and provides three distinct AI-generated trading strategies for different risk profiles. The strategies include position trading, momentum breakout, and risk hedging, along with multi-timeframe signal analysis.
Qualys (QLYS) chief legal officer Posey sells $145,708 in stock
Qualys, Inc.'s Chief Legal Officer, Bruce K. Posey, sold 1,101 shares of common stock for a total of $145,708 on January 20, 2026, through a pre-arranged trading plan. This sale resulted in Posey directly owning 68,598 shares. The article also highlights Qualys' strong Q3 performance, exceeding market expectations with significant revenue growth and EBITDA margin, and mentions several analyst price target increases and a new board member, Bradford L. Brooks, pointing to strategic growth and leadership expansion.
Qualys (QLYS) chief legal officer Posey sells $145,708 in stock By Investing.com
Qualys (QLYS)'s Chief Legal Officer, Bruce K. Posey, sold 1,101 shares of common stock for a total of $145,708 on January 20, 2026, executed under a pre-arranged Rule 10b5-1 trading plan. This transaction leaves Posey with 68,598 shares. The article also notes recent positive Q3 financial performance for Qualys and updated analyst ratings.
Qualys to Report Fourth Quarter 2025 Financial Results on February 5, 2026
Qualys, Inc. announced it will report its fourth-quarter 2025 financial results after market close on Thursday, February 5, 2026. The company will host a conference call and live webcast at 5:00 p.m. ET to discuss these results. Qualys, a leader in cloud-based IT, security, and compliance solutions, serves over 10,000 customers globally.
Qualys (QLYS) chief legal officer Posey sells $145,708 in stock
Qualys (QLYS) Chief Legal Officer Bruce K. Posey sold 1,101 shares of common stock for a total of $145,708 in four transactions on January 20, 2026, under a pre-arranged trading plan. Following these sales, Posey directly owns 68,598 shares. The company recently reported strong Q3 performance with 10% revenue growth and high EBITDA and free cash flow margins, leading to several analyst target price increases and upgrades.
Qualys (QLYS) chief legal officer Posey sells $145,708 in stock By Investing.com
Bruce K. Posey, Chief Legal Officer of Qualys, Inc., sold 1,101 shares of company stock for a total of $145,708 through four separate transactions on January 20, 2026, under a pre-arranged trading plan. Following the sale, Posey directly owns 68,598 shares. This comes amidst strong financial performance for Qualys, with significant revenue growth and increased price targets from analysts.
Insider Sell Alert: Bruce Posey Sells Shares of Qualys Inc (QLYS)
Bruce Posey, Chief Legal Officer of Qualys Inc (QLYS), sold 1,101 shares on January 20, 2026, reducing his holding to 68,598 shares. Over the past year, Posey has sold 11,025 shares with no purchases, contributing to a total of 53 insider sells and no buys for the company during the same period. The stock is currently trading at $132.34 and is considered modestly undervalued with a price-to-GF-Value ratio of 0.76.
Qualys (NASDAQ:QLYS) Insider Sells 1,101 Shares
Qualys (NASDAQ:QLYS) insider Bruce Posey sold 1,101 shares of the company's stock on January 20th for a total of $145,706.34, reducing his stake by 1.58%. The company recently reported strong earnings, beating EPS and revenue estimates, and provided positive FY2025 guidance. Despite the insider sale, analysts maintain a "Hold" rating with an average target price of $143.57 for Qualys.
