Qualys, Inc.

Qualys, Inc.

QLYSยทNASDAQ

$111.61

-2.1%
TechnologySoftware - Infrastructure

Qualys, Inc. provides cloud-based information technology (IT), security, and compliance solutions in the United States and internationally. The company offers Qualys Cloud Apps, which includes Vulnerability Management; Vulnerability Management, Detection and Response; Threat Protection; Continuous Monitoring; Patch Management; Multi-Vector Endpoint Detection and Response; Certificate Assessment; SaaS Detection and Response; Secure Enterprise Mobility; Policy Compliance; Security Configuration Assessment; PCI Compliance; File Integrity Monitoring; Security Assessment Questionnaire; Out of-Band Configuration Assessment; Web Application Scanning; Web Application Firewall; Global Asset Inventory; Cybersecurity Asset Management; Certificate Inventory; Cloud Inventory; Cloud Security Assessment; and Container Security. Its integrated suite of IT, security, and compliance solutions delivered on its Qualys Cloud Platform enables customers to identify and manage IT assets, collect and analyze IT security data, discover and prioritize vulnerabilities, recommend and implement remediation actions, and verify the implementation of such actions. The company also provides asset tagging and management, reporting and dashboards, questionnaires and collaboration, remediation and workflow, big data correlation and analytics engine, and alerts and notifications, which enable integrated workflows, management and real-time analysis, and reporting across IT, security, and compliance solutions. The company offers its solutions through its sales teams, as well as through its network of channel partners, such as security consulting organizations, managed service providers, resellers, and consulting firms. It serves enterprises, government entities, and small and medium-sized businesses in various industries, including education, financial services, government, healthcare, insurance, manufacturing, media, retail, technology, and utilities. The company was incorporated in 1999 and is headquartered in Foster City, California.

At a Glance

Live Snapshot
Market Cap$3.93B
EPS5.4900
P/E Ratio20.33
Earnings Date08/04/2026
qlys

Qualys, Inc. Street Expectations Map

QLYS ยท NASDAQ

Wall Street analysts project that QLYS stock may see slight declines over the coming 12 months. The consensus 1-year price target stands at 103.00, with estimates ranging from a low of 85.00 to a high of 125.00.

Lowest Target
85.00
-23.84%
Consensus Target
103.00
-7.71%
Highest Target
125.00
12.00%

The consensus 1-year price target stands at 103.00, with estimates ranging from a low of 85.00 to a high of 125.00.

Analyst Consensus Analysis

Upside Potential

-7.7%

Downside risk. Current price above analyst targets indicates potential overvaluation. Exercise caution and review catalysts.

Analyst Agreement

38.8% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Risk-Reward Profile

0.50x

Unfavorable risk-reward. Downside risk exceeds upside potential. Consider defensive positioning or alternative opportunities.

Analyst Conviction

Low

Bearish or uncertain outlook. Limited upside or poor consensus suggests challenges ahead or fundamental concerns.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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Qualys, Inc. Forward Estimates of Revenue

QLYS ยท NASDAQ
Latest Revenue
669.12M
FY 2025
Avg Estimate
718.03M
FY 2026
Estimate Range
712.83M - 723.32M
Analyst Spread

Forward Growth Analysis

Projected Growth+7.3%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage18 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Qualys, Inc. Forward Estimates of Net Income

QLYS ยท NASDAQ
Latest Net Income
198.32M
FY 2025
Avg Estimate
280.94M
FY 2026
Estimate Range
262.48M - 299.39M
Analyst Spread

Forward Growth Analysis

Projected Growth+41.7%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage18 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread13%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Qualys, Inc. Forward Estimates of EPS

QLYS ยท NASDAQ
Latest EPS
5.49
FY 2025
Avg Estimate
$7.42
FY 2026
Estimate Range
$7.03 - $8.02
Analyst Spread

Forward Growth Analysis

Projected Growth+35.1%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage14 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread13%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Qualys, Inc. Forward Estimates of EBIT

QLYS ยท NASDAQ
Latest EBIT
246.83M
FY 2025
Avg Estimate
195.76M
FY 2026
Estimate Range
194.34M - 197.20M
Analyst Spread

Forward Growth Analysis

Projected Growth-20.7%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage18 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Qualys, Inc. Forward Estimates of EBITDA

QLYS ยท NASDAQ
Latest EBITDA
261.32M
FY 2025
Avg Estimate
242.81M
FY 2026
Estimate Range
241.05M - 244.60M
Analyst Spread

Forward Growth Analysis

Projected Growth-7.1%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage18 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Qualys, Inc. Forward Estimates of SG&A Expense

QLYS ยท NASDAQ
Latest SG&A Expense
215.12M
FY 2025
Avg Estimate
235.67M
FY 2026
Estimate Range
233.97M - 237.41M
Analyst Spread

Forward Growth Analysis

Projected Growth+9.6%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage18 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Qualys, Inc. Insider Positioning

QLYS ยท NASDAQ

During the last 12 months, insiders have sold $6.31M worth of QLYS shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

3.6K

368.38K

Net Activity

-368K

-$368K

3-6 Months

Bought

0

0.00

Sold

10.2K

1.39M

Net Activity

-1.4M

-$1.39M

6-9 Months

Bought

0

0.00

Sold

13.3K

1.83M

Net Activity

-1.8M

-$1.83M

9-12 Months

Bought

0

0.00

Sold

19.8K

2.71M

Net Activity

-2.7M

-$2.71M

Top Buyers

No buying activity

Top Sellers

1
TSS

Thakar Sumedh S

Director, Officer: Ceo & President

20.1K sharesโ€ข11 transactions

$2.77M

2
ZJA

Zangardi John A.

Director

8.3K sharesโ€ข3 transactions

$1.11M

3
KJM

Kim Joo Mi

Officer: Chief Financial Officer

8.1K sharesโ€ข11 transactions

$1.10M

4
PBK

Posey Bruce K

Officer: Chief Legal Officer

6.3K sharesโ€ข12 transactions

$780K

5
RKM

Rogers Kristi Marie

Director

1.7K sharesโ€ข1 transactions

$229K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $6.31M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$368K

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.