New capabilities in TotalAI enable CISOs to reduce shadow AI, flag abnormal model behavior, and prove controls are working across development and runtime
, /PRNewswire/ -- Qualys, Inc. (NASDAQ: QLYS), a leading provider of cloud-based IT, security and compliance solutions, today announced new capabilities in TotalAI, built on the Qualys Enterprise TruRisk Platform, to empower organizations to discover, test, monitor, and govern enterprise AI risk from design to production. TotalAI provides enterprise CISOs with robust AI governance and risk management capabilities that satisfy new policy requirements around safe AI use in the U.S. and EU.
Qualys TotalAI: AI Governance Dashboard Enterprise AI adoption has outrun the controls built to govern it. Organizations are layering models, AI agents, and Model Context Protocol (MCP) servers onto security programs never designed for them, while attackers weaponize the same AI tools to move faster than defenders can track. Moreover, no other single point tool answers the questions security leaders face daily: Where is AI running? Which models can leak data or be manipulated? What are AI agents connected to? And can we prove our controls are working? TotalAI answers all four — with the same TruRisk score security teams already use for vulnerabilities, cloud, and containers.
"AI is outrunning the controls built to govern it, and security teams can no longer treat that risk as a separate list to be scanned and closed," said Grace Trinidad, Research Director at IDC. "The industry is moving beyond simply counting vulnerabilities toward continuously minimizing the exploitable surface, what is actually reachable and can be made to do harm, and AI is turning that shift from good practice to a requirement. Organizations that fold AI risk into continuous exposure management, spanning discovery, assessment, runtime visibility, and governance, will be the organizations positioned to adopt AI securely and at scale."
Qualys TotalAI provides enterprises with end-to-end AI security:
Gain total visibility into AI use — Discover shadow AI, cloud AI services, AI agents, models, MCP servers, AI containers, and browser-based AI, so teams know where AI runs across the enterprise and who owns the risk. Govern agentic AI, models and integrations end to end — See and control the tool calls AI agents make over MCP, so an agent's reach can be contained if needed. Kernel-level (eBPF) instrumentation reveals what AI workloads execute on servers, delivering visibility that scanners and logs can't provide. Prove governance is working — Give security, engineering, and governance, risk, and compliance (GRC) teams audit-ready evidence of what AI exists, the severity and impact of any issues, and a TruRisk-based prioritization plan of what to fix first. Shift AI security left — Find AI vulnerabilities, misconfigurations, and exposed secrets earlier, in code and pipelines. Test models for prompt injection, jailbreaks, and unsafe output before they reach production. Go beyond posture to adversarial testing — TotalAI red-teams both LLMs (prompt injection, jailbreaks) and MCP servers (tool poisoning, SSRF, rug-pull), mapped to the OWASP LLM & MCP Top 10 and the EU AI Act. While most tools govern MCP access, TotalAI scans the MCP server itself. "With every modern enterprise leveraging AI, the question is changing from 'Is my AI secure?' to 'Can I prove it to my board and regulators?'" said Sumedh Thakar, president and CEO of Qualys. "TotalAI gives enterprises a single, unified way to assess, govern, and secure AI risk continuously — not through periodic snapshots, but with the real-time clarity and discipline Qualys is known for."
Availability
TotalAI is generally available. To learn more, visit qualys.com/free-trial-new/totalai or visit our booth #2333 at Black Hat USA 2026.
Additional Resources
Read our blog post, "Operationalize AI Governance Across Shadow GenAI, MCP, and Agentic Workloads with Qualys TotalAI" Book a meeting with us at Black Hat USA 2026 Request a demo at qualys.com/free-trial-new/totalai Register for the webinar, "You Are Securing AI. Can You Prove Your AI Is Secure?" Follow Qualys on LinkedIn, Instagram and X About Qualys
Qualys, Inc. (NASDAQ: QLYS) is a leading provider of cloud-based security, compliance and IT solutions with more than 10,000 subscription customers worldwide, including a majority of the Forbes Global 100 and Fortune 100. Qualys helps organizations streamline and automate their security and compliance solutions onto a single platform for greater agility, better business outcomes, and substantial cost savings.
The Qualys Enterprise TruRisk Platform leverages a single agent to continuously deliver critical security intelligence while enabling enterprises to automate the full spectrum of vulnerability detection, compliance, and protection for IT systems, workloads and web applications across on premises, endpoints, servers, public and private clouds, containers, and mobile devices. Founded in 1999 as one of the first SaaS security companies, Qualys has strategic partnerships and seamlessly integrates its vulnerability management capabilities into security offerings from cloud service providers, including Oracle Cloud Infrastructure, Amazon Web Services, the Google Cloud Platform and Microsoft Azure, along with a number of leading managed service providers and global consulting organizations. For more information, please visit http://www.qualys.com
.Qualys, Qualys VMDR®, Qualys TruRisk and the Qualys logo are proprietary trademarks of Qualys, Inc. All other products or names may be trademarks of their respective companies.
Media Contact:
Rachel Yap Winship
Qualys
[email protected]
American Capital Management Inc. trimmed its stake in shares of Qualys, Inc. (NASDAQ:QLYS – Free Report) by 79.3% during the first quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 83,752 shares of the software maker’s stock after selling 320,367 shares during the quarter. American Capital Management Inc. owned 0.24% of Qualys worth $7,358,000 as of its most recent SEC filing.
A number of other hedge funds and other institutional investors have also bought and sold shares of QLYS. Strive Financial Group LLC bought a new position in shares of Qualys in the fourth quarter worth $27,000. Northwestern Mutual Wealth Management Co. boosted its stake in Qualys by 204.3% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 213 shares of the software maker’s stock valued at $28,000 after buying an additional 143 shares during the period. Allworth Financial LP grew its position in Qualys by 86.8% during the third quarter. Allworth Financial LP now owns 284 shares of the software maker’s stock worth $38,000 after buying an additional 132 shares in the last quarter. Root Financial Partners LLC increased its stake in Qualys by 206.2% in the 1st quarter. Root Financial Partners LLC now owns 297 shares of the software maker’s stock worth $26,000 after acquiring an additional 200 shares during the last quarter. Finally, Employees Retirement System of Texas bought a new position in Qualys in the 4th quarter worth about $43,000. Institutional investors own 99.31% of the company’s stock.
Wall Street Analyst Weigh In A number of equities research analysts recently weighed in on QLYS shares. Morgan Stanley set a $96.00 target price on shares of Qualys in a research note on Wednesday, May 6th. William Blair cut shares of Qualys from an “outperform” rating to a “market perform” rating in a research note on Tuesday, April 28th. JPMorgan Chase & Co. increased their price target on shares of Qualys from $139.00 to $150.00 and gave the stock a “neutral” rating in a report on Monday. Weiss Ratings upgraded shares of Qualys from a “hold (c-)” rating to a “hold (c)” rating in a research report on Thursday, July 16th. Finally, Scotiabank raised Qualys from a “sector perform” rating to a “sector outperform” rating and increased their target price for the company from $100.00 to $190.00 in a research note on Monday, July 6th. One equities research analyst has rated the stock with a Strong Buy rating, three have issued a Buy rating, twelve have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, Qualys presently has a consensus rating of “Hold” and an average target price of $142.53.
Get Our Latest Report on QLYS
Qualys Stock Performance Shares of Qualys stock opened at $134.79 on Tuesday. The company’s 50 day moving average price is $125.87 and its 200-day moving average price is $110.48. Qualys, Inc. has a 52-week low of $74.51 and a 52-week high of $167.86. The stock has a market capitalization of $4.75 billion, a price-to-earnings ratio of 24.20 and a beta of 0.61.
Qualys (NASDAQ:QLYS – Get Free Report) last released its quarterly earnings results on Tuesday, May 5th. The software maker reported $1.95 earnings per share for the quarter, beating the consensus estimate of $1.81 by $0.14. The business had revenue of $175.64 million for the quarter, compared to analysts’ expectations of $173.63 million. Qualys had a net margin of 29.41% and a return on equity of 37.15%. The firm’s revenue for the quarter was up 9.8% compared to the same quarter last year. During the same quarter in the previous year, the business posted $1.67 earnings per share. Qualys has set its FY 2026 guidance at 7.440-7.650 EPS and its Q2 2026 guidance at 1.730-1.800 EPS. As a group, equities research analysts forecast that Qualys, Inc. will post 5.47 earnings per share for the current fiscal year.
Insider Activity In other Qualys news, CFO Joo Mi Kim sold 965 shares of the firm’s stock in a transaction dated Thursday, July 2nd. The shares were sold at an average price of $143.44, for a total value of $138,419.60. Following the completion of the sale, the chief financial officer directly owned 81,215 shares in the company, valued at $11,649,479.60. This trade represents a 1.17% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Sumedh S. Thakar sold 30,000 shares of Qualys stock in a transaction that occurred on Tuesday, June 30th. The shares were sold at an average price of $135.00, for a total value of $4,050,000.00. Following the sale, the chief executive officer directly owned 196,686 shares in the company, valued at approximately $26,552,610. The trade was a 13.23% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders have sold 73,846 shares of company stock worth $9,239,073. 0.72% of the stock is owned by company insiders.
About Qualys (Free Report)
Qualys, Inc (NASDAQ: QLYS) is a leading provider of cloud-based security and compliance solutions designed to help organizations streamline their IT security programs. Operating on a unified, modular platform, Qualys offers continuous visibility into global IT assets through a combination of lightweight cloud agents and on-premises scanner appliances. The platform supports an array of security and compliance use cases, enabling real-time detection of vulnerabilities, policy violations and misconfigurations across on-premises, cloud and hybrid environments.
The company’s flagship Qualys Cloud Platform delivers a suite of integrated applications, including vulnerability management, detection and response (VMDR), policy compliance, web application scanning, file integrity monitoring, asset inventory and container security.
See Also Five stocks we like better than Qualys AirJoule’s Kubota Deal Is a Major Validation—But the Hard Part Comes Next Dividend Stocks May Be the Quiet Rotation Trade Investors Are Missing Now Refiner Stocks Are Near Record Highs—Can Iran-Driven Margins Keep Them There? Verizon May Be an AI Infrastructure Stock Hiding in Plain Sight Want to see what other hedge funds are holding QLYS? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Qualys, Inc. (NASDAQ:QLYS – Free Report).
Receive News & Ratings for Qualys Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Qualys and related companies with MarketBeat.com's FREE daily email newsletter.
« PREVIOUS HEADLINEAmerican Capital Management Inc. Trims Stock Position in Neogen Corporation $NEOG
NEXT HEADLINE »Bank of New York Mellon Corp Sells 203,473 Shares of First Busey Corporation $BUSE
California Public Employees Retirement System lessened its stake in shares of Qualys, Inc. (NASDAQ:QLYS – Free Report) by 22.1% in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 75,880 shares of the software maker’s stock after selling 21,482 shares during the quarter. California Public Employees Retirement System owned approximately 0.22% of Qualys worth $6,666,000 at the end of the most recent quarter.
Several other institutional investors and hedge funds have also recently made changes to their positions in QLYS. First Trust Advisors LP raised its holdings in Qualys by 24.1% during the 4th quarter. First Trust Advisors LP now owns 1,372,587 shares of the software maker’s stock valued at $182,417,000 after buying an additional 266,924 shares during the last quarter. Geode Capital Management LLC grew its holdings in Qualys by 4.0% in the 4th quarter. Geode Capital Management LLC now owns 1,256,002 shares of the software maker’s stock worth $168,380,000 after acquiring an additional 48,877 shares during the last quarter. Legal & General Group Plc increased its position in shares of Qualys by 7.0% in the fourth quarter. Legal & General Group Plc now owns 1,156,412 shares of the software maker’s stock valued at $153,687,000 after acquiring an additional 75,397 shares during the period. AQR Capital Management LLC increased its position in shares of Qualys by 46.9% in the second quarter. AQR Capital Management LLC now owns 1,012,100 shares of the software maker’s stock valued at $144,133,000 after acquiring an additional 323,324 shares during the period. Finally, Dimensional Fund Advisors LP raised its stake in shares of Qualys by 3.1% during the fourth quarter. Dimensional Fund Advisors LP now owns 717,381 shares of the software maker’s stock valued at $95,344,000 after acquiring an additional 21,649 shares during the last quarter. Institutional investors own 99.31% of the company’s stock.
Insider Buying and Selling at Qualys In related news, CFO Joo Mi Kim sold 1,627 shares of the company’s stock in a transaction that occurred on Tuesday, May 19th. The stock was sold at an average price of $100.17, for a total value of $162,976.59. Following the sale, the chief financial officer owned 83,211 shares in the company, valued at $8,335,245.87. This represents a 1.92% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Sumedh S. Thakar sold 30,000 shares of the firm’s stock in a transaction that occurred on Tuesday, June 30th. The shares were sold at an average price of $135.00, for a total value of $4,050,000.00. Following the transaction, the chief executive officer directly owned 196,686 shares of the company’s stock, valued at approximately $26,552,610. This trade represents a 13.23% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 73,846 shares of company stock worth $9,239,073 over the last three months. Company insiders own 0.72% of the company’s stock.
Qualys Stock Performance Shares of Qualys stock opened at $137.48 on Monday. Qualys, Inc. has a 12 month low of $74.51 and a 12 month high of $167.86. The firm has a market capitalization of $4.84 billion, a P/E ratio of 24.68 and a beta of 0.61. The business has a fifty day simple moving average of $125.13 and a two-hundred day simple moving average of $110.44.
Qualys (NASDAQ:QLYS – Get Free Report) last released its earnings results on Tuesday, May 5th. The software maker reported $1.95 earnings per share for the quarter, topping analysts’ consensus estimates of $1.81 by $0.14. Qualys had a net margin of 29.41% and a return on equity of 37.15%. The firm had revenue of $175.64 million for the quarter, compared to the consensus estimate of $173.63 million. During the same period in the prior year, the firm earned $1.67 EPS. The company’s revenue was up 9.8% compared to the same quarter last year. Qualys has set its FY 2026 guidance at 7.440-7.650 EPS and its Q2 2026 guidance at 1.730-1.800 EPS. Analysts predict that Qualys, Inc. will post 5.47 earnings per share for the current year.
Wall Street Analyst Weigh In A number of research analysts recently issued reports on the company. Weiss Ratings upgraded Qualys from a “hold (c-)” rating to a “hold (c)” rating in a report on Thursday, July 16th. Morgan Stanley set a $96.00 target price on Qualys in a research note on Wednesday, May 6th. Truist Financial upped their target price on Qualys from $85.00 to $160.00 and gave the company a “hold” rating in a report on Tuesday, July 21st. Canaccord Genuity Group cut their price target on shares of Qualys from $150.00 to $125.00 and set a “buy” rating on the stock in a report on Wednesday, May 6th. Finally, Piper Sandler decreased their price objective on shares of Qualys from $135.00 to $100.00 and set a “neutral” rating for the company in a report on Wednesday, May 6th. One equities research analyst has rated the stock with a Strong Buy rating, three have assigned a Buy rating, twelve have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Hold” and an average target price of $141.80.
Check Out Our Latest Report on Qualys
About Qualys (Free Report)
Qualys, Inc (NASDAQ: QLYS) is a leading provider of cloud-based security and compliance solutions designed to help organizations streamline their IT security programs. Operating on a unified, modular platform, Qualys offers continuous visibility into global IT assets through a combination of lightweight cloud agents and on-premises scanner appliances. The platform supports an array of security and compliance use cases, enabling real-time detection of vulnerabilities, policy violations and misconfigurations across on-premises, cloud and hybrid environments.
The company’s flagship Qualys Cloud Platform delivers a suite of integrated applications, including vulnerability management, detection and response (VMDR), policy compliance, web application scanning, file integrity monitoring, asset inventory and container security.
Featured Articles Five stocks we like better than Qualys RTX and Lockheed Earnings: Can Strong Guidance Reset the Defense Trade? These 4 Earnings Reports Expose the Market’s Growing Economic Divide Broadcom May Be the Biggest Winner From Alphabet’s Earnings Volatility Is Back and These 3 Market Tollbooths Are Best Positioned to Profit
Receive News & Ratings for Qualys Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Qualys and related companies with MarketBeat.com's FREE daily email newsletter.
« PREVIOUS HEADLINEDelta Global Management LP Invests $1.74 Million in Global Payments Inc. $GPN
Fifth Third Bancorp grew its position in shares of Qualys, Inc. (NASDAQ:QLYS – Free Report) by 2,285.7% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 10,664 shares of the software maker’s stock after buying an additional 10,217 shares during the quarter. Fifth Third Bancorp’s holdings in Qualys were worth $937,000 as of its most recent filing with the Securities & Exchange Commission.
Other large investors also recently bought and sold shares of the company. Envestnet Portfolio Solutions Inc. grew its stake in shares of Qualys by 4.3% in the fourth quarter. Envestnet Portfolio Solutions Inc. now owns 1,985 shares of the software maker’s stock worth $264,000 after acquiring an additional 81 shares during the period. Quadrant Capital Group LLC lifted its position in Qualys by 1.8% during the third quarter. Quadrant Capital Group LLC now owns 5,027 shares of the software maker’s stock valued at $665,000 after purchasing an additional 88 shares in the last quarter. Captrust Financial Advisors lifted its position in shares of Qualys by 4.6% during the 2nd quarter. Captrust Financial Advisors now owns 2,038 shares of the software maker’s stock valued at $291,000 after buying an additional 90 shares in the last quarter. Covestor Ltd lifted its holdings in Qualys by 9.1% during the fourth quarter. Covestor Ltd now owns 1,178 shares of the software maker’s stock valued at $156,000 after purchasing an additional 98 shares in the last quarter. Finally, EverSource Wealth Advisors LLC boosted its holdings in Qualys by 8.9% in the 4th quarter. EverSource Wealth Advisors LLC now owns 1,231 shares of the software maker’s stock worth $164,000 after buying an additional 101 shares during the period. 99.31% of the stock is currently owned by institutional investors.
Qualys Stock Performance NASDAQ QLYS opened at $137.48 on Monday. The stock has a market cap of $4.84 billion, a PE ratio of 24.68 and a beta of 0.61. Qualys, Inc. has a 12 month low of $74.51 and a 12 month high of $167.86. The company’s 50-day moving average price is $125.13 and its 200-day moving average price is $110.44.
Qualys (NASDAQ:QLYS – Get Free Report) last announced its quarterly earnings data on Tuesday, May 5th. The software maker reported $1.95 earnings per share for the quarter, beating analysts’ consensus estimates of $1.81 by $0.14. The company had revenue of $175.64 million during the quarter, compared to analyst estimates of $173.63 million. Qualys had a net margin of 29.41% and a return on equity of 37.15%. The firm’s revenue for the quarter was up 9.8% on a year-over-year basis. During the same quarter last year, the business posted $1.67 EPS. Qualys has set its FY 2026 guidance at 7.440-7.650 EPS and its Q2 2026 guidance at 1.730-1.800 EPS. As a group, sell-side analysts forecast that Qualys, Inc. will post 5.47 earnings per share for the current year.
Wall Street Analysts Forecast Growth QLYS has been the subject of several recent analyst reports. Wedbush dropped their price target on Qualys from $155.00 to $125.00 and set an “outperform” rating for the company in a research note on Thursday, May 7th. Royal Bank Of Canada reiterated a “sector perform” rating and issued a $145.00 price target on shares of Qualys in a research report on Thursday, July 16th. Weiss Ratings raised Qualys from a “hold (c-)” rating to a “hold (c)” rating in a research report on Thursday, July 16th. Scotiabank upgraded Qualys from a “sector perform” rating to a “sector outperform” rating and increased their price target for the company from $100.00 to $190.00 in a report on Monday, July 6th. Finally, Piper Sandler lowered their price target on Qualys from $135.00 to $100.00 and set a “neutral” rating for the company in a research report on Wednesday, May 6th. One investment analyst has rated the stock with a Strong Buy rating, three have issued a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Hold” and an average price target of $141.80.
Get Our Latest Stock Analysis on QLYS
Insider Activity In other Qualys news, CEO Sumedh S. Thakar sold 30,000 shares of the firm’s stock in a transaction on Tuesday, June 30th. The stock was sold at an average price of $135.00, for a total transaction of $4,050,000.00. Following the transaction, the chief executive officer directly owned 196,686 shares in the company, valued at $26,552,610. This trade represents a 13.23% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Thomas Berquist sold 939 shares of Qualys stock in a transaction on Friday, June 12th. The shares were sold at an average price of $110.75, for a total value of $103,994.25. Following the sale, the director directly owned 6,781 shares of the company’s stock, valued at approximately $750,995.75. This trade represents a 12.16% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders have sold 73,846 shares of company stock valued at $9,239,073. Insiders own 0.72% of the company’s stock.
Qualys Company Profile (Free Report)
Qualys, Inc (NASDAQ: QLYS) is a leading provider of cloud-based security and compliance solutions designed to help organizations streamline their IT security programs. Operating on a unified, modular platform, Qualys offers continuous visibility into global IT assets through a combination of lightweight cloud agents and on-premises scanner appliances. The platform supports an array of security and compliance use cases, enabling real-time detection of vulnerabilities, policy violations and misconfigurations across on-premises, cloud and hybrid environments.
The company’s flagship Qualys Cloud Platform delivers a suite of integrated applications, including vulnerability management, detection and response (VMDR), policy compliance, web application scanning, file integrity monitoring, asset inventory and container security.
See Also Five stocks we like better than Qualys RTX and Lockheed Earnings: Can Strong Guidance Reset the Defense Trade? These 4 Earnings Reports Expose the Market’s Growing Economic Divide Broadcom May Be the Biggest Winner From Alphabet’s Earnings Volatility Is Back and These 3 Market Tollbooths Are Best Positioned to Profit Want to see what other hedge funds are holding QLYS? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Qualys, Inc. (NASDAQ:QLYS – Free Report).
Receive News & Ratings for Qualys Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Qualys and related companies with MarketBeat.com's FREE daily email newsletter.
« PREVIOUS HEADLINEEntropy Technologies LP Acquires Shares of 37,279 Alliant Energy Corporation $LNT
NEXT HEADLINE »Fifth Third Bancorp Has $957,000 Stock Position in H. B. Fuller Company $FUL
, /PRNewswire/ -- Qualys, Inc. (NASDAQ: QLYS), a pioneer and leading provider of disruptive cloud-based IT, security and compliance solutions, today announced that the company will report its financial results for the second quarter 2026 after the market closes on Tuesday, August 4, 2026.
Qualys will host a conference call and live webcast to discuss its second quarter 2026 financial results at 5:00 p.m. Eastern Time (2:00 p.m. Pacific Time) on Tuesday, August 4, 2026. To access the conference call, please register here. A live webcast of the earnings conference call, investor presentation, and prepared remarks can be accessed at https://investor.qualys.com/events-presentations. A replay of the conference call will be available through the same webcast link following the end of the call.
About Qualys
Qualys, Inc. (NASDAQ: QLYS) is a pioneer and leading provider of disruptive cloud-based Security, Compliance and IT solutions with more than 10,000 subscription customers worldwide, including a majority of the Forbes Global 100 and Fortune 100. Qualys helps organizations streamline and automate their security and compliance solutions onto a single platform for greater agility, better business outcomes, and substantial cost savings.
The Qualys Enterprise TruRisk Platform leverages a single agent to continuously deliver critical security intelligence while enabling enterprises to automate the full spectrum of vulnerability detection, compliance, and protection for IT systems, workloads and web applications across on premises, endpoints, servers, public and private clouds, containers, and mobile devices. Founded in 1999 as one of the first SaaS security companies, Qualys has strategic partnerships and seamlessly integrates its vulnerability management capabilities into security offerings from cloud service providers, including Amazon Web Services, the Google Cloud Platform and Microsoft Azure, along with a number of leading managed service providers and global consulting organizations. For more information, please visit www.qualys.com.
Qualys and the Qualys logo are proprietary trademarks of Qualys, Inc. All other products or names may be trademarks of their respective companies.
Qualys is rated Buy, with a 13%+ upside expected over the next year, driven by surging vulnerability management demand. Recent analyst upgrades, especially from JPMorgan, and industry tailwinds have fueled a significant rally in QLYS shares. QLYS benefits from AI-driven vulnerability detection, new product launches, and robust management guidance for FY2026.
Qualys (QLYS) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.
Qualys (QLYS) earns a Buy rating for its strong profitability, robust cash flow, and reasonable valuation despite modest revenue growth. QLYS delivers high EBITDA and free cash flow margins—mid-40s and low-40s, respectively—while maintaining positive EPS revisions and ongoing share buybacks. AI-driven vulnerability discovery and autonomous remediation provide credible demand tailwinds, though their financial impact is not yet visible in guidance.
Board of Directors member Thomas Berquist reported the sale of 939 shares of Qualys (QLYS 0.85%) in an open-market transaction on June 12, 2026, as disclosed in a SEC Form 4 filing.
Transaction summaryMetricValueShares sold (direct)939Transaction value~$104,000Post-transaction shares (direct)6,781Post-transaction value (direct ownership)~$751,000Transaction and post-transaction values based on SEC Form 4 reported price ($110.75).
Key questionsHow does this sale compare to Berquist's prior trading activity?
This transaction is the largest of the three open-market sales Berquist has made in the past twelve months, exceeding the previous trades of 656 and 512 shares, with the average sell size over this period at ~702 shares.What proportion of Berquist's holdings does this sale represent?
The sale accounted for 12.16% of his direct holdings at the time, a higher percentage than previous sales, which ranged from 6.22% to 7.38% of his then-current stake.Is there evidence of a pattern or rationale for the timing and size of this transaction?
The increased sale size this period aligns with a reduced share inventory, indicating trade sizes are capacity-driven.How does the transaction value relate to current market conditions?
The shares were sold at $110.75 per share, slightly below the June 12, 2026 market close of $111.24 and 3.4% under the closing price of $114.65 as of June 15, 2026, with the stock down 17.66% over the past year.Company overviewMetricValuePrice (as of market close June 12, 2026)$111.24Market capitalization$4.04 billionRevenue (TTM)$684.86 millionNet income (TTM)$201.43 million* 1-year performance is calculated using June 12, 2026 as the reference date.
Company snapshotQualys delivers cloud-based cybersecurity, IT management, and compliance solutions, including vulnerability management, threat detection, endpoint security, and web application security through the Qualys Cloud Platform.It operates a subscription-based business model, generating recurring revenue from platform access and value-added security applications and services.The company serves a global client base of enterprises, government agencies, and small to medium-sized businesses across sectors such as finance, healthcare, manufacturing, education, and technology.Qualys is a leading provider of integrated cloud security and compliance solutions, supporting organizations in managing and securing their IT assets at scale.
The company's strategy centers on delivering a unified platform that enables real-time vulnerability detection, automated remediation, and comprehensive compliance reporting. Its competitive edge lies in the breadth of its cloud-based offerings, robust analytics, and ability to address evolving cybersecurity needs for a diverse, global clientele.
What this transaction means for investorsThe June 12 sale of Qualys stock by Board of Directors member Thomas Berquist came at a time when shares were down from the 52-week high of $155.47 reached in 2025. Yet the disposition is not a cause for investor concern.
Berquist sold the stock as part of a pre-arranged Rule 10b5-1 trading plan adopted in February of 2026. Such plans are often implemented by insiders to avoid accusations of trading based on insider information. Consequently, this was a non-discretionary transaction, and not a reaction to the fall in share price.
Qualys stock is down due to a few different factors. In the first quarter of this year, a sector-wide sell-off of cybersecurity stocks took place after investors became fearful artificial intelligence could take business away. Moreover, the company issued 2026 guidance of around 8% to 9% sales growth over 2025, which did not impress Wall Street.
That said, Qualys is doing well. Its first-quarter revenue rose 10% year over year to $175.6 million. It announced a new approach to cybersecurity for its platform, one where it will proactively identify security risks so customers can address them before an attack occurs. If the new strategy attracts customers, Qualys could exceed its 2026 forecasted sales growth.
Robert Izquierdo has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.
Qualys faces industry disruption from Anthropic's Mythos Preview AI cybersecurity tool, leading to a sharp share price decline. Despite slowing revenue growth and macro headwinds, QLYS maintains strong fundamentals, robust cash flow, and a debt-free balance sheet. I lower my rating from "strong buy" to "buy," reflecting both competitive threats and modest expected earnings growth.
The biggest names in cybersecurity—firms like CrowdStrike Holdings Inc. NASDAQ: CRWD—win a lot of investor interest, but some of the most resilient businesses in the industry may go unnoticed. With the rapid growth of AI and newfound concerns about cybersecurity threats, including via the Iran war and Anthropic's latest model Mythos, there are numerous industry tailwinds to help give these smaller names a boost.
Though cybersecurity is a rapidly growing field, three names in particular may stand out thanks to their unique niches and recent records of financial outperformance. Best of all, each of these firms is trading at a heavy discount compared to Wall Street's consensus price targets, so investors getting in now may still have plenty of room to reap the rewards.
Get Tenable alerts:
Strong Adoption of Tenable One Platform Can Drive Growth Tenable Holdings Inc. NASDAQ: TENB has a market capitalization under $2 billion, but thanks to its cloud-based Tenable One exposure management platform, the firm is rapidly gaining followers—some 500 enterprise platform customers in the last quarter alone. The result is revenue for the latest quarter up almost 11% year-over-year (YOY), with almost half of new and expansion bookings thanks to Tenable One.
Tenable Today
$26.80 -0.07 (-0.26%)
As of 04:00 PM Eastern
52-Week Range$15.73▼
$35.69Price Target$29.16
Tenable One is not only increasingly popular but also immensely effective, helping boost average sales price significantly. Recently, a major telecom company signed a seven-figure deal specifically to use Tenable One for monitoring AI-related exposure.
What's best is that a majority of Tenable's customers haven't yet upgraded to Tenable One, so there's plenty of room for internal growth.
On this momentum, full-year 2026 guidance is cheery, calling for Tenable's first-ever annual revenue above $1 billion and climbing operating margins. Despite its Hold rating among analysts remaining cautious while the company continues to prove itself, the consensus price target of nearly $30 is over 70% above current price levels. There seems to be plenty of room for TENB shares to run.
A Stock Price Shock May Present an Opportunity to Buy Qualys IT security firm Qualys Inc. NASDAQ: QLYS may be on the smaller side for the cybersecurity industry at a market cap of under $3 billion, but its reach is impressive: the firm serves more than 10,000 enterprise customers around the world. Most attractive for investors, though, are the firm's margins. Free cash flow margin for 2025, for example, was 43%, and management expects to maintain somewhere in this range for the current year as well.
Qualys Today
$111.24 +0.41 (+0.37%)
As of 04:00 PM Eastern
52-Week Range$74.51▼
$155.47P/E Ratio19.97
Price Target$122.14
There's another margin that really stands out here, and that's adjusted EBITDA of 47% for the latest quarter. On top of that, Qualys's revenue topped expectations by climbing by more than 10% YOY, and non-GAAP earnings per share (EPS) also beat analyst predictions.
Now may be a great time to consider QLYS shares, as they fell by about 14% in a week in the midst of the Mythos preview and the shock to the cybersecurity industry more broadly. Investors may still find, though, that this company's fundamentals, cash flow, and lack of reliance on debt help it to stand out.
Despite a Hold rating, QLYS shares could have 80% in upside potential based on analyst estimates.
Commvault's Stock Performance Belies Its Potential, But Takeover Offers May Complicate the Situation Commvault Systems Inc. NASDAQ: CVLT offers data protection and information management software, making it a go-to option for clients looking for ransomware recovery services. Commvault has an excellent revenue growth trajectory: subscription sales climbed by 30% YOY in the last quarter to more than $200 million, while SaaS annual recurring revenue (ARR) climbed by 40% over the same period. Overall, revenue surged by almost 20% YOY, solidly beating estimates.
CommVault Systems Today
CVLT
CommVault Systems
$127.76 +0.93 (+0.73%)
As of 04:00 PM Eastern
52-Week Range$71.75▼
$200.68P/E Ratio80.35
Price Target$135.00
Management has guided for strong revenue and total ARR growth throughout the fiscal year (which ends in December). Still, CVLT shares have recently traded close to a one-year low amid concerns about volatility in the timing of large transactions leading to the potential for unpredictable sales growth.
Still, these risks seem minimal considering Commvault's recent partnerships, including Microsoft's NASDAQ: MSFT own cybersecurity offerings and data infrastructure firm NetApp NASDAQ: NTAP.
Analysts agree, with three-quarters calling CVLT shares a Buy or equivalent. With a consensus price target above $141 per share, CVLT stock could be in for upside of nearly 50%, helping to recover much of the ground that has been lost in the last year.
Of course, investors should also watch closely for updates about a potential takeover. One reason that Commvault's stock jumped in early April was news that the company had entertained multiple takeover offers.
Should You Invest $1,000 in Tenable Right Now?Before you consider Tenable, you'll want to hear this.
MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Tenable wasn't on the list.
While Tenable currently has a Hold rating among analysts, top-rated analysts believe these five stocks are better buys.
View The Five Stocks Here
Discover the 10 Best High-Yield Dividend Stocks for 2026 and secure reliable income in uncertain markets. Download the report now to identify top dividend payers and avoid common yield traps.
, /PRNewswire/ -- Qualys, Inc. (NASDAQ: QLYS), a pioneer and leading provider of disruptive cloud-based IT, security and compliance solutions, today announced that the company will report its financial results for the first quarter 2026 after the market closes on Tuesday, May 5, 2026.
Qualys will host a conference call and live webcast to discuss its first quarter 2026 financial results at 5:00 p.m. Eastern Time (2:00 p.m. Pacific Time) on Tuesday, May 5, 2026. To access the conference call, please register here. A live webcast of the earnings conference call, investor presentation, and prepared remarks can be accessed at https://investor.qualys.com/events-presentations. A replay of the conference call will be available through the same webcast link following the end of the call.
About Qualys
Qualys, Inc. (NASDAQ: QLYS) is a pioneer and leading provider of disruptive cloud-based Security, Compliance and IT solutions with more than 10,000 subscription customers worldwide, including a majority of the Forbes Global 100 and Fortune 100. Qualys helps organizations streamline and automate their security and compliance solutions onto a single platform for greater agility, better business outcomes, and substantial cost savings.
The Qualys Enterprise TruRisk Platform leverages a single agent to continuously deliver critical security intelligence while enabling enterprises to automate the full spectrum of vulnerability detection, compliance, and protection for IT systems, workloads and web applications across on premises, endpoints, servers, public and private clouds, containers, and mobile devices. Founded in 1999 as one of the first SaaS security companies, Qualys has strategic partnerships and seamlessly integrates its vulnerability management capabilities into security offerings from cloud service providers, including Amazon Web Services, the Google Cloud Platform and Microsoft Azure, along with a number of leading managed service providers and global consulting organizations. For more information, please visit www.qualys.com.
Qualys and the Qualys logo are proprietary trademarks of Qualys, Inc. All other products or names may be trademarks of their respective companies.
What happenedAccording to a recent SEC filing dated April 24, 2026, Boston Trust Walden Corp sold 93,512 shares of Qualys (QLYS +0.37%) during the first quarter. The estimated transaction value is $10.36 million, based on the average unadjusted closing price for the quarter. The value of the fund’s stake in Qualys fell by $57.95 million quarter-over-quarter, a figure that includes both the effect of the sale and share price movements.
What else to knowQualys now accounts for 0.73% of Boston Trust Walden Corp’s 13F reportable AUM following the reduction in sharesTop holdings after the filing:NASDAQ: GOOGL: $468.88 million (3.86% of AUM)NASDAQ: AAPL: $378.28 million (3.11% of AUM)NASDAQ: MSFT: $358.75 million (2.95% of AUM)NASDAQ: NVDA: $192.26 million (1.58% of AUM)NYSE: ATR: $170,062 million (1.4% of AUM)As of April 23, 2026, Qualys shares were priced at $84.04, down 31.0% over one year, trailing the S&P 500 by 63.2 percentage pointsCompany overviewMetricValuePrice (as of market close 2026-04-24)$84.34Market Capitalization$3.01 billionRevenue (TTM)$669.12 millionNet Income (TTM)$198.32 millionCompany snapshotQualys provides a suite of cloud-based IT, security, and compliance solutions, including vulnerability management, threat protection, endpoint detection, and web application security.The company operates a subscription-based business model, generating revenue through sales of its integrated cloud platform and related services to enterprise, government, and SMB clients.Its primary customers include organizations across industries such as financial services, healthcare, government, technology, and retail, with a focus on enterprises and public sector clients.Qualys, Inc. is a leading provider of cloud-based security and compliance solutions, serving a broad range of industries with scalable, integrated offerings. The company leverages its proprietary cloud platform to help organizations identify, assess, and remediate IT vulnerabilities efficiently. A consistent focus on automation and integration positions Qualys as a strategic partner for enterprises seeking robust cybersecurity and compliance management at scale.
What this transaction means for investorsYou don’t have to look very far to find reasons why Boston Trust Walden might be disappointed with its Qualys investment. The cybersecurity stock is down more than 45% from the high-water mark it set last November.
Boston Trust Walden doesn’t appear too concerned about Qualys losing customers to software that its customers can build themselves with increasingly useful generative artificial intelligence applications. It only sold off about 8% of its Qualys investment during the first quarter.
Boston Trust Walden could have been encouraged by Qualys’ recent launch of AI agents. In March, the company launched the industry’s first AI agent for safe exploit validation and autonomous remediation.
Qualys will report first-quarter results on May 5, 2026. In 2025, it reported sales that grew 10% to $669.1 million. Net income rose 14% last year to $222 million. Looking ahead, management expects total revenue to rise by 7% to 8% in 2026.
Cory Renauer has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Alphabet, Apple, Microsoft, and Nvidia. The Motley Fool has a disclosure policy.
SAN JOSE, Calif.--(BUSINESS WIRE)-- #ai--Stellar Cyber today announced the appointment of Mayuresh Ektare as Senior Vice President of Product Management, bringing more than 20 years of experience building category-defining AI-native cybersecurity platforms to help address what many see as the industry's next critical failure point: the Security Operations Center (SOC). Ektare joins Stellar Cyber from Qualys, where he led the shift from vulnerability management to an Exposure & Risk platform power.
Collaboration streamlines insurance application process, reduces risk of inaccurate self-reporting, and incentivizes strong cyber posture
, /PRNewswire/ -- Qualys, Inc. (NASDAQ: QLYS), a leading provider of cloud-based IT, security and compliance solutions, together with Converge, pioneers in advanced cyber risk management and underwriting, today announced a joint offering that rewards organizations for demonstrated cybersecurity compliance. The collaboration allows Qualys customers who actively manage and prove strong security hygiene with Enterprise TruRisk Management (ETM) to potentially qualify for reduced cyber insurance premiums from Converge.
Traditional cyber insurers struggle to price and assess risk accurately against the backdrop of increasing ransomware attacks, data breaches, and supply chain incidents. Current cyber insurance applications rely on manual questionnaires, a process that is time-consuming, inconsistent, and easy to get wrong. The Qualys Converge Connect Insurance Report (CCIR) generated by ETM allows a company's data to speak for itself, verifying vulnerability management, patch management, and endpoint detection controls in a standardized format that Converge underwriters can evaluate quickly and accurately. By providing underwriters with accurate insights into an organization's security posture in real time, the Qualys CCIR results in a more objective and precise premium that reflects real risk levels rather than industry averages.
Automated data from Qualys ETM feeds into the CCIR, saving time, reducing administrative burden, and eliminating the risk of inaccurate self-reporting. The report will include metrics that showcase measurable risk reduction, faster remediation velocity, higher compliance rates, and expanded asset coverage. It reduces friction and streamlines the cyber insurance application process, while giving organizations an ongoing incentive for improving their cyber hygiene.
"Cyber risk has historically been priced on snapshots and self-reported answers, leaving real exposure invisible between renewals," said Tom Kang, CEO of Converge. "With verified data, we will be able to underwrite to a company's live security posture and provide policyholders who do the hard work of reducing risk to see the benefits."
"Cyber insurance is key to the overall risk management strategy, but there has to be an easier way to correlate the strength of an organization's cyber posture with what they should pay in insurance," said Sumedh Thakar, president and CEO of Qualys. "That's why we created ETM to provide stakeholders with an accurate picture of their true risk, enabling better business outcomes like cyber insurance savings, and a greater incentive to reduce their cyber risk."
The Qualys CCIR will cover a range of solutions across the Qualys portfolio, including ETM, Vulnerability Management, Detection and Response (VMDR), TruRisk Eliminate, and Endpoint Detection and Response (EDR). The report, independently generated live, will be valid for 30 days.
Availability
The Qualys CCIR is now available in ETM. Customers interested in this joint offering should sign up at qualys.com/lp/converge. To learn more, read the blog post, "Converge Connect: Unlock Lower Premiums with Proven Qualys Security".
Additional Resources
Read our blog post, "Converge Connect: Unlock Lower Premiums with Proven Qualys Security" Register your interest at qualys.com/lp/converge Contact us for more information at [email protected] Follow Qualys on LinkedIn, Instagram and X About Qualys
Qualys, Inc. (NASDAQ: QLYS) is a leading provider of cloud-based security, compliance and IT solutions with more than 10,000 subscription customers worldwide, including a majority of the Forbes Global 100 and Fortune 100. Qualys helps organizations streamline and automate their security and compliance solutions onto a single platform for greater agility, better business outcomes, and substantial cost savings.
The Qualys Enterprise TruRisk Platform leverages a single agent to continuously deliver critical security intelligence while enabling enterprises to automate the full spectrum of vulnerability detection, compliance, and protection for IT systems, workloads and web applications across on premises, endpoints, servers, public and private clouds, containers, and mobile devices. Founded in 1999 as one of the first SaaS security companies, Qualys has strategic partnerships and seamlessly integrates its vulnerability management capabilities into security offerings from cloud service providers, including Oracle Cloud Infrastructure, Amazon Web Services, the Google Cloud Platform and Microsoft Azure, along with a number of leading managed service providers and global consulting organizations. For more information, please visit http://www.qualys.com.
Qualys, Qualys VMDR®, Qualys TruRisk and the Qualys logo are proprietary trademarks of Qualys, Inc. All other products or names may be trademarks of their respective companies.
Media Contact:
Rachel Yap Winship
Qualys
[email protected]
Q1 Revenue Growth of 10% Year-Over-Year
Raises 2026 Revenue Guidance to $721.0-$727.0 million
, /PRNewswire/ -- Qualys, Inc. (NASDAQ: QLYS), a leading provider of disruptive cloud-based IT, security and compliance solutions, today announced financial results for the first quarter ended March 31, 2026. For the quarter, the Company reported revenues of $175.6 million, net income under United States Generally Accepted Accounting Principles ("GAAP") of $50.6 million, non-GAAP net income of $69.6 million, Adjusted EBITDA of $83.3 million, GAAP net income per diluted share of $1.42, and non-GAAP net income per diluted share of $1.95.
"We are pioneering a new category in pre-breach risk management by bringing autonomous exploit validation, risk quantification, and remediation together within a single AI-driven risk fabric that redefines how enterprises operationalize cyber risk," said Sumedh Thakar, Qualys' president and CEO. "This quarter's solid results in part reflect the tangible impact of our AI-native Risk Operations Center and growing adoption of our Enterprise TruRisk Management solution, continuous innovation, expanding partner ecosystem, and promising early engagement from QFlex. Powered by a differentiated closed-loop system of record, a growing marketplace of agentic AI solutions, and leading model integrations, we are unifying cyber risk workflows, reducing operational complexity, and addressing security's toughest challenges at the speed of modern attacks. This reinforces our confidence in delivering durable, long-term profitable growth through the innovation and financial discipline that have long defined Qualys."
First Quarter 2026 Financial Highlights
Revenues: Revenues for the first quarter of 2026 increased by 10% to $175.6 million compared to $159.9 million for the same quarter in 2025.
Gross Profit: GAAP gross profit for the first quarter of 2026 increased by 11% to $145.6 million compared to $131.0 million for the same quarter in 2025. GAAP gross margin was 83% for the first quarter of 2026 compared to 82% for the same quarter in 2025. Non-GAAP gross profit for the first quarter of 2026 increased by 11% to $148.3 million compared to $133.7 million for the same quarter in 2025. Non-GAAP gross margin was 84% for both the first quarter of 2026 and for the same quarter in 2025.
Operating Income: GAAP operating income for the first quarter of 2026 increased by 18% to $60.9 million compared to $51.8 million for the same quarter in 2025. As a percentage of revenues, GAAP operating income was 35% for the first quarter of 2026 compared to 32% for the same quarter in 2025. Non-GAAP operating income for the first quarter of 2026 increased by 14% to $80.9 million compared to $71.2 million for the same quarter in 2025. As a percentage of revenues, non-GAAP operating income was 46% for the first quarter of 2026 compared to 45% for the same quarter in 2025.
Net Income: GAAP net income for the first quarter of 2026 increased by 7% to $50.6 million, or $1.42 per diluted share, compared to $47.5 million, or $1.29 per diluted share, for the same quarter in 2025. As a percentage of revenues, GAAP net income was 29% for the first quarter of 2026 compared to 30% for the same quarter in 2025. Non-GAAP net income for the first quarter of 2026 increased by 13% to $69.6 million, or $1.95 per diluted share, compared to $61.4 million, or $1.67 per diluted share, for the same quarter in 2025. As a percentage of revenues, non-GAAP net income was 40% for the first quarter of 2026 compared to 38% for the same quarter in 2025.
Adjusted EBITDA: Adjusted EBITDA (a non-GAAP financial measure) for the first quarter of 2026 increased by 11% to $83.3 million compared to $74.8 million for the same quarter in 2025. As a percentage of revenues, Adjusted EBITDA was 47% for both the first quarter of 2026 and for the same quarter in 2025.
Operating Cash Flow: Operating cash flow for the first quarter of 2026 decreased by 13% to $95.3 million compared to $109.6 million for the same quarter in 2025. As a percentage of revenues, operating cash flow was 54% for the first quarter of 2026 compared to 69% for the same quarter in 2025.
First Quarter 2026 Business Highlights
Qualys introduced Agent Val, powered by TruConfirm, an agentic AI-led workflow in our Enterprise TruRisk Management solution. Agent Val identifies high-risk exposures, validates real exploitability, and drives prioritized remediation to help teams shift from chasing volume to reducing verified risk. TotalCloud continued to garner top industry recognition. It was named a winner in the SC Awards (Best Cloud Security Management Solution), recognized by Forrester as one of only three Leaders in The Forrester Wave™: Cloud Native Application Protection Platform (CNAPP), Q1 2026, and positioned as a Leader in the 2026 GigaOm Radar report for Cloud Identity Entitlement Management (CIEM). Qualys Threat Research Unit (TRU) unveiled its latest research report, The Broken Physics of Remediation, analyzing over one billion CISA KEV remediation records across over 10,000 organizations, examining why approaches built on Mean-Time-To-Remediation and prioritization are no longer sufficient, and introducing more accurate ways to measure and manage risk. To help partners scale the ROC, Qualys introduced the Risk Operations Center (mROC) portal, providing partners with a unified view of risk across each customer's entire attack surface, empowering them to act on exposures that drive real risk and prove measurable risk reduction through built-in intelligence, validation, and closed-loop execution. Financial Performance Outlook
Based on information as of today, May 5, 2026, Qualys is issuing the following financial guidance for the second quarter and full year fiscal 2026. The Company emphasizes that the guidance is subject to various important cautionary factors referenced in the sections entitled "Legal Notice Regarding Forward-Looking Statements" and "Non-GAAP Financial Measures" below.
Second Quarter 2026 Guidance: Management expects revenues for the second quarter of 2026 to be in the range of $177.5 million to $179.5 million, representing 8% to 9% growth over the same quarter in 2025. GAAP net income per diluted share is expected to be in the range of $1.24 to $1.31, which assumes an effective income tax rate of 21%. Non-GAAP net income per diluted share is expected to be in the range of $1.73 to $1.80, which assumes a non-GAAP effective income tax rate of 20%. Second quarter 2026 net income per diluted share estimates are based on approximately 35.0 million weighted average diluted shares outstanding for the quarter.
Full Year 2026 Guidance: Management now expects revenues for the full year of 2026 to be in the range of $721.0 million to $727.0 million, representing 8% to 9% growth over 2025. This compares to the previous guidance range of $717.0 million to $725.0 million. GAAP net income per diluted share is now expected to be in the range of $5.40 to $5.61, up from the previous guidance range of $5.20 to $5.48. This assumes an effective income tax rate of 21%. Non-GAAP net income per diluted share is now expected to be in the range of $7.44 to $7.65, up from the previous guidance range of $7.17 to $7.45. This assumes a non-GAAP effective income tax rate of 20%. Full year 2026 net income per diluted share estimates are based on approximately 34.5 million weighted average diluted shares outstanding.
Qualys has not reconciled non-GAAP net income per diluted share guidance to GAAP net income per diluted share guidance because Qualys does not provide guidance on the various reconciling cash and non-cash items between GAAP net income and non-GAAP net income (i.e., stock-based compensation, amortization of intangible assets from acquisitions and non-recurring items). The actual dollar amount of reconciling items in the second quarter and full year 2026 is likely to have a significant impact on the Company's GAAP net income per diluted share in the second quarter and full year 2026. A reconciliation of the non-GAAP net income per diluted share guidance to the GAAP net income per diluted share guidance is not available without unreasonable effort.
Investor Conference Call
Qualys will host a conference call and live webcast to discuss its first quarter financial results at 5:00 p.m. Eastern Time (2:00 p.m. Pacific Time) on Tuesday, May 5, 2026. To access the conference call by phone, please register here. A live webcast of the earnings conference call, investor presentation and prepared remarks can be accessed at https://investor.qualys.com/events-presentations. A replay of the conference call will be available through the same webcast link following the end of the call.
Investor Contact
Blair King
Senior Vice President, Investor Relations and Financial Planning & Analysis
(650) 538-2088
[email protected]
About Qualys
Qualys, Inc. (NASDAQ: QLYS) is a leading provider of disruptive cloud-based Security, Compliance and IT solutions with more than 10,000 subscription customers worldwide, including a majority of the Forbes Global 100 and Fortune 100. Qualys helps organizations streamline and consolidate their security and compliance solutions onto a single platform for greater agility, better business outcomes, and substantial cost savings.
The Qualys Enterprise TruRisk Platform leverages a single agent to continuously deliver critical security intelligence while enabling enterprises to automate the full spectrum of vulnerability detection, compliance, and protection for IT systems, workloads and web applications across on premises, endpoints, servers, public and private clouds, containers, and mobile devices. Founded in 1999 as one of the first SaaS security companies, Qualys has strategic partnerships and seamlessly integrates its vulnerability management capabilities into security offerings from cloud service providers, including Amazon Web Services, the Google Cloud Platform and Microsoft Azure, along with a number of leading managed service providers and global consulting organizations. For more information, please visit www.qualys.com.
Qualys, Qualys VMDR® and the Qualys logo are proprietary trademarks of Qualys, Inc. All other products or names may be trademarks of their respective companies.
Legal Notice Regarding Forward-Looking Statements
This press release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. Forward-looking statements generally relate to future events or our future financial or operating performance. Forward-looking statements in this press release include, but are not limited to, quotations of management and statements related to: the benefits of our existing, new and upcoming products, features, integrations, acquisitions, collaborations and joint solutions, and their impact upon our long-term growth; our ability to advance our value proposition and competitive differentiation in the market; our ability to address demand trends; our ability to maintain and strengthen our category leadership; our ability to solve modern security challenges at scale; our strategies and ability to achieve and maintain durable profitable growth; statements regarding our share repurchase; our guidance for revenues, GAAP EPS and non-GAAP EPS for the second quarter and full year 2026; and our expectations for the number of weighted average diluted shares outstanding and the GAAP and non-GAAP effective income tax rate for the second quarter and full year 2026. Our expectations and beliefs regarding these matters may not materialize, and actual results in future periods are subject to risks and uncertainties that could cause actual results to differ materially from those projected. These risks include our ability to continue to develop platform capabilities and solutions; the ability of our platform and solutions to perform as intended; customer acceptance and purchase of our existing solutions and new solutions; real or perceived defects, errors or vulnerabilities in our products or services; our ability to retain existing customers and generate new customers; the budgeting cycles and seasonal buying patterns of our customers; our ability to maintain government authorizations applicable to our platform; general market, political, economic and business conditions in the United States as well as globally; our ability to manage costs as we increase our customer base and the number of our platform solutions; the market for cloud solutions for IT security and compliance not increasing at the rate we expect; competition from other products and services; fluctuations in currency exchange rates; unexpected fluctuations in our effective income tax rate on a GAAP and non-GAAP basis; our ability to effectively manage our rapid growth and our ability to anticipate future market needs and opportunities; and any unanticipated accounting charges. The forward-looking statements contained in this press release are also subject to other risks and uncertainties, including those more fully described in our filings with the Securities and Exchange Commission, including our Annual Report on Form 10-K and Quarterly Reports on Form 10-Q.
The forward-looking statements in this press release are based on information available to Qualys as of the date hereof, and Qualys disclaims any obligation to update any forward-looking statements, except as required by law.
Non-GAAP Financial Measures
In addition to reporting financial results in accordance with GAAP, Qualys provides investors with certain non-GAAP financial measures, including non-GAAP gross profit, non-GAAP gross margin, non-GAAP operating expenses, non-GAAP operating income, non-GAAP net income, non-GAAP net income per diluted share, Adjusted EBITDA (defined as earnings before interest expense, interest income and other income (expense), net, income taxes, depreciation, amortization, and stock-based compensation) and non-GAAP free cash flows (defined as cash provided by operating activities less purchases of property and equipment, net of proceeds from disposal).
In computing non-GAAP financial measures, Qualys excludes the effects of stock-based compensation expense, amortization of intangible assets from acquisitions, non-recurring items and for non-GAAP net income, impairment of non-marketable securities and certain tax effects. Qualys believes that these non-GAAP financial measures help illustrate underlying trends in its business that could otherwise be masked by the effect of the income or expenses that are excluded in non-GAAP gross profit, non-GAAP gross margin, non-GAAP operating expenses, non-GAAP operating income, non-GAAP net income, non-GAAP net income per diluted share, Adjusted EBITDA and non-GAAP free cash flows.
Furthermore, Qualys uses some of these non-GAAP financial measures to establish budgets and operational goals for managing its business and evaluating its performance. Qualys believes that non-GAAP gross profit, non-GAAP gross margin, non-GAAP operating expenses, non-GAAP operating income, non-GAAP net income, non-GAAP net income per diluted share, Adjusted EBITDA and non-GAAP free cash flows provide additional tools for investors to use in comparing its recurring core business operating results over multiple periods with other companies in its industry.
Although Qualys does not focus on or use quarterly billings in managing or monitoring the performance of its business, Qualys provides calculated current billings (defined as total revenues recognized in a period plus the sequential change in current deferred revenue in the corresponding period) for the convenience of investors and analysts in building their own financial models.
In order to provide a more complete picture of recurring core operating business results, the Company's non-GAAP net income and non-GAAP net income per diluted share include adjustments for non-recurring income tax items and certain tax effects of non-GAAP adjustments to achieve the effective income tax rate on a non-GAAP basis. The Company's non-GAAP effective tax rate may differ from the GAAP effective income tax rate as a result of these income tax adjustments. The Company believes its estimated non-GAAP effective income tax rate of 20% in 2026 is a reasonable estimate under its current global operating structure and core business operations. The Company may adjust this rate during the year to take into account events or trends that it believes materially impact the estimated annual rate. The non-GAAP effective income tax rate could be subject to change for a number of reasons, including but not limited to, significant changes resulting from tax legislation, material changes in geographic mix of revenues and expenses and other significant events.
The presentation of this non-GAAP financial information is not intended to be considered in isolation or as a substitute for results prepared in accordance with GAAP. A reconciliation of the non-GAAP financial measures discussed in this press release to the most directly comparable GAAP financial measures is included with the financial statements contained in this press release. Management uses both GAAP and non-GAAP information in evaluating and operating its business internally and as such has determined that it is important to provide this information to investors.
Qualys, Inc.
CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS
(unaudited)
(in thousands, except per share data)
Three Months Ended
March 31,
2026
2025
Revenues
$ 175,638
$ 159,899
Cost of revenues (1)
29,990
28,926
Gross profit
145,648
130,973
Operating expenses:
Research and development (1)
29,020
29,154
Sales and marketing (1)
38,760
32,660
General and administrative (1)
16,983
17,404
Total operating expenses
84,763
79,218
Income from operations
60,885
51,755
Other income (expense), net:
Interest income
6,176
6,235
Other income (expense), net
(2,071)
317
Total other income, net
4,105
6,552
Income before income taxes
64,990
58,307
Income tax provision
14,347
10,773
Net income
$ 50,643
$ 47,534
Net income per share:
Basic
$ 1.42
$ 1.30
Diluted
$ 1.42
$ 1.29
Weighted average shares used in computing net income per share:
Basic
35,608
36,466
Diluted
35,679
36,784
(1) Includes stock-based compensation as follows:
Cost of revenues
$ 2,061
$ 2,090
Research and development
4,608
5,104
Sales and marketing
4,189
3,200
General and administrative
8,482
8,426
Total stock-based compensation, net of amounts capitalized
$ 19,340
$ 18,820
Qualys, Inc.
CONDENSED CONSOLIDATED BALANCE SHEETS
(unaudited)
(in thousands)
March 31,
2026
December 31,
2025
Assets
Current assets:
Cash and cash equivalents
$ 279,468
$ 250,258
Short-term marketable securities
191,879
195,681
Accounts receivable, net
134,877
170,991
Prepaid expenses and other current assets
50,367
40,686
Total current assets
656,591
657,616
Long-term marketable securities
258,002
250,868
Property and equipment, net
21,981
23,166
Operating leases - right of use asset
46,651
46,001
Deferred tax assets, net
72,811
74,518
Intangible assets, net
3,615
4,255
Goodwill
7,447
7,447
Noncurrent restricted cash
1,200
1,200
Other noncurrent assets
26,338
30,010
Total assets
$ 1,094,636
$ 1,095,081
Liabilities and Stockholders' Equity
Current liabilities:
Accounts payable
$ 2,298
$ 1,202
Accrued liabilities
55,438
57,694
Deferred revenues, current
393,800
401,127
Operating lease liabilities, current
7,622
7,315
Total current liabilities
459,158
467,338
Deferred revenues, noncurrent
15,428
16,285
Operating lease liabilities, noncurrent
44,607
44,959
Other noncurrent liabilities
5,570
5,346
Total liabilities
524,763
533,928
Stockholders' equity:
Common stock
35
36
Additional paid-in capital
741,918
731,788
Accumulated other comprehensive loss
(4,812)
(4,012)
Accumulated deficit
(167,268)
(166,659)
Total stockholders' equity
569,873
561,153
Total liabilities and stockholders' equity
$ 1,094,636
$ 1,095,081
Qualys, Inc.
CONDENSED CONSOLIDATED STATEMENTS OF CASH FLOWS
(unaudited)
(in thousands)
Three Months Ended
March 31,
2026
2025
Cash flow from operating activities:
Net income
$ 50,643
$ 47,534
Adjustments to reconcile net income to net cash provided by operating activities:
Depreciation and amortization expense
3,043
4,177
Provision for credit losses
173
206
Impairment of property and equipment
624
—
Impairment of non-marketable securities
1,967
—
Stock-based compensation, net of amounts capitalized
19,340
18,820
Accretion of discount on marketable securities, net
(524)
(1,107)
Deferred income taxes
1,841
(4,360)
Changes in operating assets and liabilities:
Accounts receivable
35,941
42,782
Prepaid expenses and other assets
(7,520)
162
Accounts payable
834
(66)
Accrued liabilities and other noncurrent liabilities
(2,884)
8,265
Deferred revenues
(8,184)
(6,825)
Net cash provided by operating activities
95,294
109,588
Cash flow from investing activities:
Purchases of marketable securities
(78,469)
(55,525)
Sales and maturities of marketable securities
73,760
50,532
Purchases of property and equipment
(1,667)
(2,038)
Net cash used in investing activities
(6,376)
(7,031)
Cash flow from financing activities:
Repurchase of common stock
(53,509)
(39,653)
Proceeds from exercise of stock options
325
2,599
Payments for taxes related to net share settlement of equity awards
(10,375)
(10,831)
Proceeds from issuance of common stock through employee stock purchase plan
3,851
3,817
Net cash used in financing activities
(59,708)
(44,068)
Net increase in cash, cash equivalents and restricted cash
29,210
58,489
Cash, cash equivalents and restricted cash at beginning of period
251,458
233,382
Cash, cash equivalents and restricted cash at end of period
$ 280,668
$ 291,871
Qualys, Inc.
RECONCILIATION OF NON-GAAP DISCLOSURES
ADJUSTED EBITDA
(unaudited)
(in thousands, except percentages)
Three Months Ended
March 31,
2026
2025
Net income
$ 50,643
$ 47,534
Net income as a percentage of revenues
29 %
30 %
Depreciation and amortization of property and equipment
2,403
3,537
Amortization of intangible assets
640
640
Income tax provision
14,347
10,773
Stock-based compensation
19,340
18,820
Total other income, net
(4,105)
(6,552)
Adjusted EBITDA
$ 83,268
$ 74,752
Adjusted EBITDA as a percentage of revenues
47 %
47 %
Qualys, Inc.
RECONCILIATION OF NON-GAAP DISCLOSURES
(unaudited)
(in thousands, except per share data)
Three Months Ended
March 31,
2026
2025
GAAP Cost of revenues
$ 29,990
$ 28,926
Less: Stock-based compensation
(2,061)
(2,090)
Less: Amortization of intangible assets
(640)
(640)
Non-GAAP Cost of revenues
$ 27,289
$ 26,196
GAAP Gross profit
$ 145,648
$ 130,973
Plus: Stock-based compensation
2,061
2,090
Plus: Amortization of intangible assets
640
640
Non-GAAP Gross Profit
$ 148,349
$ 133,703
GAAP Research and development
$ 29,020
$ 29,154
Less: Stock-based compensation
(4,608)
(5,104)
Non-GAAP Research and development
$ 24,412
$ 24,050
GAAP Sales and marketing
$ 38,760
$ 32,660
Less: Stock-based compensation
(4,189)
(3,200)
Non-GAAP Sales and marketing
$ 34,571
$ 29,460
GAAP General and administrative
$ 16,983
$ 17,404
Less: Stock-based compensation
(8,482)
(8,426)
Non-GAAP General and administrative
$ 8,501
$ 8,978
GAAP Operating expenses
$ 84,763
$ 79,218
Less: Stock-based compensation
(17,279)
(16,730)
Non-GAAP Operating expenses
$ 67,484
$ 62,488
GAAP Income from operations
$ 60,885
$ 51,755
Plus: Stock-based compensation
19,340
18,820
Plus: Amortization of intangible assets
640
640
Non-GAAP Income from operations
$ 80,865
$ 71,215
GAAP Net income
$ 50,643
$ 47,534
Plus: Stock-based compensation
19,340
18,820
Plus: Amortization of intangible assets
640
640
Plus: Impairment of non-marketable securities
1,967
—
Less: Tax adjustment
(3,040)
(5,547)
Non-GAAP Net income
$ 69,550
$ 61,447
GAAP Net income per share:
Basic
$ 1.42
$ 1.30
Diluted
$ 1.42
$ 1.29
Non-GAAP Net income per share:
Basic
$ 1.95
$ 1.69
Diluted
$ 1.95
$ 1.67
Weighted average shares used in GAAP and non-GAAP net income per share:
Basic
35,608
36,466
Diluted
35,679
36,784
Qualys, Inc.
RECONCILIATION OF NON-GAAP DISCLOSURES
FREE CASH FLOWS
(unaudited)
(in thousands)
Three Months Ended
March 31,
2026
2025
GAAP Cash flows provided by operating activities
$ 95,294
$ 109,588
Less:
Purchases of property and equipment, net of proceeds from disposal
(1,667)
(2,038)
Non-GAAP Free cash flows
$ 93,627
$ 107,550
Qualys, Inc.
RECONCILIATION OF NON-GAAP DISCLOSURES
CALCULATED CURRENT BILLINGS
(unaudited)
(in thousands, except percentages)
Three Months Ended
March 31,
2026
2025
GAAP Revenue
$ 175,638
$ 159,899
GAAP Revenue growth compared to same quarter of prior year
10 %
10 %
Plus: Current deferred revenue at March 31
393,800
366,824
Less: Current deferred revenue at December 31
(401,127)
(371,457)
Non-GAAP Calculated current billings
$ 168,311
$ 155,266
Calculated current billings growth compared to same quarter of prior year
Qualys (QLYS - Free Report) came out with quarterly earnings of $1.95 per share, beating the Zacks Consensus Estimate of $1.81 per share. This compares to earnings of $1.67 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +8.03%. A quarter ago, it was expected that this maker of security-analysis software would post earnings of $1.78 per share when it actually produced earnings of $1.87, delivering a surprise of +5.06%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
Qualys, which belongs to the Zacks Security industry, posted revenues of $175.64 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 1.26%. This compares to year-ago revenues of $159.9 million. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Qualys shares have lost about 30.4% since the beginning of the year versus the S&P 500's gain of 5.2%.
What's Next for Qualys?While Qualys has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Qualys was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $1.81 on $176.8 million in revenues for the coming quarter and $7.35 on $721.45 million in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Security is currently in the bottom 24% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Another stock from the same industry, Palo Alto Networks (PANW - Free Report) , has yet to report results for the quarter ended April 2026. The results are expected to be released on June 2.
This security software maker is expected to post quarterly earnings of $0.81 per share in its upcoming report, which represents a year-over-year change of +1.3%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Palo Alto Networks' revenues are expected to be $2.94 billion, up 28.6% from the year-ago quarter.
Key Takeaways Qualys posted Q1 EPS of $1.95 and revenues of $176M, beating consensus on both.Channel partners made up 52% of revenues, with partner sales up 17% year over year.ETM/CSAM reached 11% of bookings as Qualys lifted 2026 revenue outlook to $721-$727M. Qualys, Inc. (QLYS - Free Report) delivered first-quarter 2026 earnings of $1.95 per share, up 16.8% year over year and beat the Zacks Consensus Estimate by 7.7%. Revenues rose 9.8% year over year to $176 million and surpassed the consensus mark by 1.3%.
First-quarter results reflected benefits from a favorable mix shift toward partners and continued traction in newer platform offerings, alongside steady customer spending behavior. Qualys’ net dollar expansion rate improved to 104% from 103% in the previous quarter.
Qualys’ earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, the average surprise being 11.58%.
Qualys Keeps Growth Balanced With High ProfitabilityQualys’ business model continued to pair solid top-line expansion with industry-leading profitability. GAAP gross profit soared 11% year over year to $145.6 million, while GAAP gross margin improved to 83% from 82% in the year-ago quarter. GAAP operating income climbed 18% to $60.9 million, while margin expanded 300 basis points to 35%.
On a non-GAAP basis, gross profit soared 11% year over year to $148.3 million, while non-GAAP margin remained flat at 84%. Non-GAAP operating income increased 14% to $80.9 million, and non-GAAP operating margin improved 100 basis points to 46%.
Adjusted EBITDA jumped 11% year over year to $83.3 million. Adjusted EBITDA margin remained flat at 47%, underscoring continued operating leverage, even as the company invested in growth.
Qualys Leans Further on Partners and International MixThe quarter highlighted Qualys’ strategic emphasis on expanding through its partner ecosystem. Channel contribution increased to 52% of total revenues, up from 49% a year ago, with channel-partner revenues rising 17% year over year and direct revenues up 3%.
Geographically, growth remained stronger outside the United States. International revenues increased 15% year over year versus 6% domestic growth, resulting in a 55% U.S. and 45% international mix for the quarter.
Qualys’ Booking Mix Shows Broader Platform AdoptionQualys continues to push beyond core vulnerability management into a broader “risk operations” platform narrative. On a last-12-month basis through the first quarter of 2026, vulnerability management remained the largest component of total bookings at 50%, while ETM/CSAM (Enterprise TruRisk Management / CyberSecurity Asset Management) increased to 11%, and patch management represented 8%. TotalCloud accounted for 5% of bookings, with the remainder spread across other platform modules.
Management tied this evolution to its ETM strategy, emphasizing closed-loop workflows that combine exploit validation, risk quantification and remediation inside an AI-driven Risk Operations Center. The company also pointed to Agent Val (powered by TruConfirm) as a key addition intended to narrow the gap between theoretical exposure and verified exploitability.
Qualys’ Balance Sheet & Cash FlowQualys ended the quarter with $729.3 million in cash, cash equivalents and marketable securities, up from $696.8 million in the previous quarter. The company generated operating cash flow of $95.3 million and free cash flow of $93.6 million in the first quarter.
Qualys repurchased 505,000 shares worth $53.9 million during the first quarter and has repurchased a cumulative 11.2 million shares valued at $1.3 billion since the program’s inception in February 2018. At the end of the first quarter, the company had approximately $306.6 million remaining under its ongoing share repurchase authorization.
QLYS Raises 2026 Revenue Outlook and Profit ViewManagement raised its full-year 2026 revenue guidance to a range of $721-$727 million compared with the prior guidance range of $717-$725 million. It now projects non-GAAP earnings in the range of $7.44-$7.65, up from the earlier range of $7.17-$7.45. The Zacks Consensus Estimate for revenues and EPS is currently pegged at $721.5 million and $7.35, respectively.
Management also reiterated expectations for adjusted EBITDA margin in the mid-40s and free cash flow margin in the low 40s for the full year, signaling a continued balance between investing for growth and defending profitability.
For the second quarter, the company expects revenues between $177.5 million and $179.5 million, indicating year-over-year growth of 8-9%. It projects non-GAAP earnings in the range of $1.73-$1.80. The Zacks Consensus Estimate for revenues and EPS is currently pegged at $176.8 million and $1.81, respectively.
Qualys’ Zacks Rank and Stocks to ConsiderCurrently, QLYS carries a Zacks Rank #3 (Hold).
Some better-ranked stocks worth considering in the broader Zacks Computer and Technology sector are Micron Technology (MU - Free Report) , Broadcom (AVGO - Free Report) and NVIDIA (NVDA - Free Report) . Micron Technology sports a Zacks Rank #1 (Strong Buy) at present, while Broadcom and NVIDIA each carry a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for Micron Technology’s fiscal 2026 earnings has been revised upward by a penny to $58.36 per share in the past 30 days, suggesting an increase of 604% from fiscal 2025’s reported figure. Micron Technology shares have surged 124.3% year to date (YTD).
The Zacks Consensus Estimate for Broadcom’s fiscal 2026 earnings has moved northward by 9 cents to $11.45 per share over the past 30 days and calls for a year-over-year jump of 67.9%. Broadcom shares have soared 25.8% YTD.
The Zacks Consensus Estimate for NVIDIA’s fiscal 2027 earnings has moved upward by 4 cents to $8.07 per share in the past 30 days, implying a year-over-year improvement of approximately 69.2%. NVIDIA shares have risen 5.3% YTD.
, /PRNewswire/ -- Qualys, Inc. (NASDAQ: QLYS), a pioneer and leading provider of disruptive cloud-based IT, security and compliance solutions, today announced that management will participate in a fireside chat and host one-on-one meetings with interested investors at the following conference:
William Blair's 46th Annual Growth Stock Conference. Sumedh Thakar, president and CEO, and Joo Mi Kim, CFO, will host one-on-one meetings and participate in a fireside chat in Chicago, Illinois on Tuesday, June 2, 2026 at 9:20am CT. At the time of the fireside chat, a live webcast will be accessible from the investor relations page of the Qualys website at https://investor.qualys.com/events-presentations. Following the event, a replay will be made available at the same location.
About Qualys
Qualys, Inc. (NASDAQ: QLYS) is a pioneer and leading provider of disruptive cloud-based Security, Compliance and IT solutions with more than 10,000 subscription customers worldwide, including a majority of the Forbes Global 100 and Fortune 100. Qualys helps organizations streamline and automate their security and compliance solutions onto a single platform for greater agility, better business outcomes, and substantial cost savings.
The Qualys Enterprise TruRisk Platform leverages a single agent to continuously deliver critical security intelligence while enabling enterprises to automate the full spectrum of vulnerability detection, compliance, and protection for IT systems, workloads and web applications across on premises, endpoints, servers, public and private clouds, containers, and mobile devices. Founded in 1999 as one of the first SaaS security companies, Qualys has strategic partnerships and seamlessly integrates its vulnerability management capabilities into security offerings from cloud service providers, including Amazon Web Services, the Google Cloud Platform and Microsoft Azure, along with a number of leading managed service providers and global consulting organizations. For more information, please visit www.qualys.com.
Qualys, Qualys VMDR® and the Qualys logo are proprietary trademarks of Qualys, Inc. All other products or names may be trademarks of their respective companies.
Investor Contact
Blair King
Senior Vice President, Investor Relations and Financial Planning & Analysis
(650) 538-2088
[email protected]
On May 13, 2026, Qualys Inc QLYS shares fell 4.0%, closing at $86.52. This decline comes as the stock has faced significant volatility, with a 52-week range between $74.51 and $155.47.
GF Value™ verdict: Current price of $86.52 is 47.9% below the GF Value™ of $165.91, indicating significant undervaluation.GF Score™ of 87/100 suggests a strong overall position in the market.Notable signal: Insider activity shows that insiders sold $0.1 million in stock over the last three months, with no reported buying. Is QLYS Overvalued or Undervalued? Qualys Inc QLYS is currently trading at a price of $86.52, significantly below the GF Value™ estimate of $165.91. This indicates that shares are undervalued by approximately 47.9%, representing a potential margin of safety for new investors. The GF Valuation label shows that QLYS is significantly undervalued, which may present an attractive opportunity for long-term investment.
GF Value™ is GuruFocus' proprietary measure of intrinsic value, calculated from historical trading multiples, past business growth, and future performance estimates. Despite the potential opportunity, investors should consider the broader market conditions and Qualys' recent price performance when making decisions.
How Does QLYS's Valuation Compare to Its History? Metric Current Historical P/E (TTM) 15.5x 41.8x Forward P/E 11.6x N/A The current P/E (TTM) of 15.5x is substantially below its 5-year median P/E of 41.8x, indicating that the stock is trading at a significant discount compared to its historical valuation. This analysis aligns with the GF Value™ verdict, reinforcing the notion that QLYS shares are undervalued at present.
What Does QLYS's GF Score™ Tell Us? Metric Rating GF Score™ 87 Financial Strength 7/10 Profitability 10/10 Growth 10/10 Valuation 4/10 Momentum 2/10 Qualys Inc has an impressive GF Score™ of 87/100, indicating a strong potential for long-term returns. The highest scores in Profitability (10/10) and Growth (10/10) reflect the company's robust financial health and growth prospects. However, the Valuation rank of 4/10 and a low Momentum rank of 2/10 suggest areas of concern, particularly in terms of current market perception and stock price performance.
What Are Insiders Doing with QLYS Stock? In the past three months, insiders have sold approximately $0.1 million worth of shares, indicating a lack of confidence among company executives regarding the stock's immediate prospects. The absence of insider buying during this period further emphasizes a cautious approach towards the stock among those closest to the company. Such activity may signal potential concerns about future performance or market conditions.
What This Means for Investors Based on the current GF Value™ assessment, Qualys Inc QLYS appears to be significantly undervalued at its current price of $86.52. This presents a potential opportunity for long-term investors, though caution is warranted considering recent insider selling and the stock's momentum rank.
For the complete analysis, visit the Qualys Inc QLYS stock page. You can also explore the GF Value™ page for detailed valuation methodology, or use the GuruFocus Stock Screener to find similar opportunities.
Frequently Asked Questions What is QLYS's GF Score™?
QLYS has a GF Score™ of 87/100, indicating a strong overall position in the market with the potential for higher long-term returns.
Is QLYS overvalued or undervalued?
QLYS is currently undervalued, trading at $86.52, which is 47.9% below its GF Value™ of $165.91.
What is QLYS's P/E ratio?
The current P/E (TTM) for QLYS is 15.5x, which is significantly below its 5-year median of 41.8x, indicating it is trading at a substantial discount compared to its historical valuation.
This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].
Achievement reaffirms Qualys' commitment to delivering trusted, best-in-class security solutions for federal agencies and highly regulated industries
, /PRNewswire/ -- Qualys, Inc. (NASDAQ: QLYS), a leading provider of cloud-based IT, security and compliance solutions, today announced that its TotalCloud solution has achieved FedRAMP High Authorization, sponsored by the U.S. Drug Enforcement Agency (DEA). This milestone extends the FedRAMP High status of the Qualys Government Platform to include Cloud-Native Application Protection Platform (CNAPP). Qualys TotalCloud is now listed on the FedRAMP Marketplace, enabling federal agencies, suppliers, and highly regulated industries to leverage its comprehensive cloud security capabilities.
The FedRAMP High Authorization represents the most stringent level of compliance within the Federal Risk and Authorization Management Program (FedRAMP). It aligns with NIST SP 800-53 High Impact controls, ensuring the platform meets the rigorous security requirements for handling the government's most sensitive unclassified data.
Unified Cloud Security for Federal Agencies
Now part of the Qualys Government Platform, TotalCloud provides federal agencies and commercial suppliers with a unified approach to cloud-native security. The platform integrates risk-based prioritization from code to cloud, compliance monitoring, runtime/threat detection, full attack surface discovery, and cloud-native application protection into a single, scalable platform. This comprehensive solution helps organizations accelerate compliance, reduce cyber risk, and streamline security operations.
"In a world where AI-driven threats are shrinking the time to exploit, achieving FedRAMP High Authorization for TotalCloud underscores Qualys' commitment to mission velocity, aligning with the government's Cloud Smart strategy, so our cyber defenders can gain the upper hand," said Sumedh Thakar, president and CEO of Qualys. "Adding this milestone for CNAAP ensures agencies can modernize with confidence, securing their most sensitive workloads, while meeting the highest federal standards for trust and resilience."
Benefits for Federal Agencies and Regulated Industries
Federal agencies, contractors, and organizations aligned to NIST SP 800-53 can leverage Qualys TotalCloud's FedRAMP High Authorization to reduce operational risk and accelerate compliance. TotalCloud supports organizations that need visibility and control over cloud workloads, assuring the posture and risk management of those systems. Through inheritance of pre-validated controls within a shared responsibility model, organizations can streamline their ATO processes, minimize audit complexity, and gain faster access to highly regulated federal environments.
Availability
TotalCloud is now available as part of the Qualys Government Platform on the FedRAMP Marketplace. To learn more, visit qualys.com/fedramp-marketplace or request a demo at qualys.com/gov.
Additional Resources
Read our blog post, "Qualys TotalCloud Achieves FedRAMP High Authorization for Cloud Security and Compliance Assurance" Request a demo of the Qualys Government Platform at qualys.com/gov. Register for the webinar, "FedRAMP and NIST Cloud Security and Compliance Requirements" Follow Qualys on LinkedIn, Instagram and X About Qualys
Qualys, Inc. (NASDAQ: QLYS) is a leading provider of cloud-based security, compliance and IT solutions with more than 10,000 subscription customers worldwide, including a majority of the Forbes Global 100 and Fortune 100. Qualys helps organizations streamline and automate their security and compliance solutions onto a single platform for greater agility, better business outcomes, and substantial cost savings.
The Qualys Enterprise TruRisk Platform leverages a single agent to continuously deliver critical security intelligence while enabling enterprises to automate the full spectrum of vulnerability detection, compliance, and protection for IT systems, workloads and web applications across on premises, endpoints, servers, public and private clouds, containers, and mobile devices. Founded in 1999 as one of the first SaaS security companies, Qualys has strategic partnerships and seamlessly integrates its vulnerability management capabilities into security offerings from cloud service providers, including Oracle Cloud Infrastructure, Amazon Web Services, the Google Cloud Platform and Microsoft Azure, along with a number of leading managed service providers and global consulting organizations. For more information, please visit http://www.qualys.com.
Qualys, Qualys VMDR®, Qualys TruRisk and the Qualys logo are proprietary trademarks of Qualys, Inc. All other products or names may be trademarks of their respective companies.
Media Contact:
Rachel Yap Winship
Qualys
[email protected]
The Zacks Security industry is experiencing robust demand for cybersecurity products, driven by the increasing need for secure networks and cloud-based applications, especially with the rise of hybrid work environments. This surge in demand is largely due to a significant increase in data breaches, prompting companies to seek comprehensive IT security solutions. The growing need for privileged access security, fueled by digital transformation and cloud migration strategies, is further boosting demand for cybersecurity solutions.
Companies, such as CrowdStrike Holdings, Inc. (CRWD - Free Report) , Fortinet, Inc. (FTNT - Free Report) , Okta, Inc. (OKTA - Free Report) and Qualys, Inc. (QLYS - Free Report) , are benefiting from these trends. However, the industry's short-term growth prospects may be hampered as organizations delay investments in large and costly technology products due to global economic slowdown concerns, macroeconomic challenges and geopolitical tensions. Increased operating expenses related to hiring new employees and implementing sales and marketing strategies to gain market share are expected to pressure profit margins in the near term.
Industry Description The Zacks Security industry encompasses companies that provide both on-premise and cloud-based security solutions. These solutions cater to a variety of needs, such as identity access management, infrastructure protection, integrated risk management, malware analysis and Internet traffic management, among others. The industry offers a diverse range of security solutions, many of which can be used interchangeably. These solutions are broadly categorized into three types — Computer Security, Cybersecurity and Information Security. Computer Security focuses on safeguarding the software and hardware of computer systems from vulnerabilities. Cybersecurity encompasses areas like web security, network security, application security, container security and information security. Information Security deals with the protection of data in all forms, whether physical or digital.
Major Trends Shaping the Future of the Security Industry Rising Cyber Threats Drive IT Security Demand: The increasing frequency of cyberattacks is escalating the need for robust security solutions. These threats not only adversely impact individual companies but also pose risks to national security in some countries. Companies in the security industry are actively addressing these issues as there is a growing need for protection against spear phishing, credential-based attacks, account takeovers and ransomware.
Accelerated Digital Transformation Fuels Growth: The shift toward digital transformation and cloud migration is driving the demand for cybersecurity solutions. Sectors ranging from education and entertainment to healthcare are increasingly relying on technology, making them vulnerable to cyberattacks. Public institutions and large companies, as well as smaller organizations with less stringent security measures, are at risk. The deployment of 5G has expanded the Internet of Things (IoT) and artificial intelligence (AI), which, while simplifying operations, will increase cybercrime rates due to greater technological reliance.
Macroeconomic Headwinds May Affect IT Spending: Uncertain macroeconomic conditions and geopolitical issues may lead enterprises to delay significant IT investments. Amid current economic challenges, organizations are likely to conserve cash and reduce spending, which could negatively impact the security market in the short term.
High Operating Expenses Could Hurt Profitability: To remain competitive in the IT security market, companies are continually investing in expanding their capabilities. This includes substantial investments in research and development to enhance product offerings and improve overall security solutions for clients. Additionally, firms are heavily investing in sales and marketing, particularly by increasing their sales workforce. These elevated operating expenses, aimed at gaining market share, may reduce profit margins in the near term.
Zacks Industry Rank Indicates Bright Prospects The Zacks Security industry is housed within the broader Zacks Computer and Technology sector. It carries a Zacks Industry Rank #84, which places it among the top 34% of nearly 250 Zacks industries.
The group’s Zacks Industry Rank, which is the average of the Zacks Rank of all the member stocks, indicates solid near-term prospects. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than two to one.
The industry’s positioning in the top 50% of the Zacks-ranked industries is a result of a positive earnings outlook for the constituent companies in aggregate. Looking at the aggregate earnings estimate revisions, it appears that analysts are optimistic about this group’s earnings growth potential. The industry’s bottom-line estimates for 2026 have moved up to $1.83 from earnings of $1.80 expected a year ago.
Industry’s EPS Estimate Revision
Industry Underperforms S&P 500 and Sector Over the past year, the Zacks Security industry has underperformed the broader Zacks Computer and Technology sector and the S&P 500 composite.
The industry has jumped 7.8% during this period, while the broader sector and the S&P 500 have soared 49.6% and 29.8%, respectively.
One-Year Price Return Performance
Industry's Current Valuation On the basis of the forward 12-month price-to-sales ratio (P/S), which is a commonly used multiple for valuing Security stocks, the industry is currently trading at 13.68, higher than the S&P 500’s 5.33 and the sector’s 6.95.
Over the last five years, the industry has traded as high as 19.29X and as low as 6.81X, with a median of 11.35X, as the charts below show.
Price-to-Sales Ratio (Industry vs. S&P 500)
Price-to-Sales Ratio (Industry vs. Sector)
4 Security Stocks in Focus Fortinet: It is a provider of network security appliances and Unified Threat Management (UTM) network security solutions to enterprises, service providers and government entities worldwide. Currently, Fortinet sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
Fortinet's aggressive product roadmap positions it to capitalize on escalating cybersecurity demands throughout 2026. The rollout of FortiOS 8.0 with AI-driven security, next-generation SASE and quantum-safe capabilities, alongside FortiGate 3500G and 400G firewalls, addresses critical enterprise needs for unified security platforms. Management's strategic focus on expanding Unified SASE, Secure SD-WAN, FortiSASE and Security Fabric integration through a single FortiOS operating system creates compelling migration opportunities from legacy competitors.
Fortinet's ongoing investments in sales capacity, cloud infrastructure and AI capabilities are positioned to generate meaningful operating leverage improvements throughout 2026 and beyond. The company's strategic hiring initiatives completed over recent quarters create productivity advantages as field teams mature and reach full effectiveness. Investments in automation and cloud-native delivery models reduce incremental costs while improving customer experience and retention. The transition toward higher-margin subscription and service revenue streams enhances the profitability trajectory.
The Zacks Consensus Estimate for Fortinet’s 2026 earnings has been revised upward by 4 cents to $3.02 per share over the past seven days. FTNT shares have gained 16.5% over the past year.
Price and Consensus: FTNT
CrowdStrike Holdings: Founded in 2011, it is a leader in next-generation endpoint protection, threat intelligence and cyberattack response services. CrowdStrike benefits from the rising demand for cybersecurity solutions due to a slew of data breaches and the increasing need for secure networking products amid the growing hybrid work trend.
The continued adoption of digital transformation and cloud migration strategies by organizations is a key growth driver. Its portfolio strength, mainly the Falcon platform’s more than 30 cloud modules, boosts its competitive edge and helps add users. Buyouts, such as SGNL, Seraphic Security, Pangea and Onum, are expected to fuel growth.
CrowdStrike carries a Zacks Rank #3 (Hold) at present. The consensus mark for its fiscal 2027 earnings has remained unchanged at $4.85 per share over the past 60 days. Shares of CRWD have soared 31.8% over the past year.
Price and Consensus: CRWD
Okta: It is a leading provider of identity security for enterprises. Okta’s prospects benefit from an expanding clientele, driven by an innovative product pipeline and strong demand for Identity solutions. OKTA carries a Zacks Rank #3 at present.
Okta’s strong portfolio includes new offerings such as Okta Identity Governance (OIG), Okta Privileged Access, Okta Device Access, Identity Security Posture Management, Identity Threat Protection with Okta AI, Fine-Grained Authorization, Auth0 for AI Agents and Okta for AI Agents. These new solutions are helping OKTA gain market share and drive top-line growth. The company is benefiting from OIG’s strong traction, which at the end of the fourth quarter of fiscal 2026 had 2000 customers.
Okta had more than 20,000 total customers at the end of fiscal 2026. Its customers with more than $1 million in annual contract value (ACV) increased 16% year over year to 545. Similarly, customers with more than $100,000 in ACV grew 6% to 5,100.
The consensus mark for its fiscal 2027 earnings has remained unchanged at $3.79 per share over the past 60 days. Shares of OKTA have plunged 36.4% over the past year.
Price and Consensus: OKTA
Qualys: It is one of the leading providers of information security solutions. Qualys' suite of IT, security and compliance solutions spans diverse applications, including asset management, IT security, cloud-native security, web application security and compliance. Qualys currently carries a Zacks Rank #3.
Qualys is benefiting from the increasing demand for cloud-based cybersecurity solutions amid growing cyber threats and digital transformation initiatives. With a diverse customer base that includes enterprises, SMBs and government entities, the company maintains a balanced customer mix, which keeps it resilient against fluctuations in IT spending.
Qualys' continuous innovation and focus on expanding product capabilities position it well to navigate market challenges and sustain long-term growth despite potential macroeconomic disruptions. The growing adoption of Vulnerability Management, Detection and Response solutions is an upside.
The consensus mark for its 2026 earnings has been revised upward by 3 cents to $7.57 per share over the past seven days. Shares of QLYS have fallen 36.7% over the past year.
Investors in Qualys, Inc. (QLYS - Free Report) need to pay close attention to the stock based on moves in the options market lately. That is because the Jun 18, 2026 $200 Call had some of the highest implied volatility of all equity options today.
What is Implied Volatility?Implied volatility shows how much movement the market is expecting in the future. Options with high levels of implied volatility suggest that investors in the underlying stocks are expecting a big move in one direction or the other. It could also mean there is an event coming up soon that may cause a big rally or a huge sell-off. However, implied volatility is only one piece of the puzzle when putting together an options trading strategy.
What do the Analysts Think?Clearly, options traders are pricing in a big move for Qualys shares, but what is the fundamental picture for the company? Currently, Qualys is a Zacks Rank #3 (Hold) in the Security industry that ranks in the Bottom 37% of our Zacks Industry Rank. Over the last 30 days, no analysts have increased their earnings estimates for the current quarter, while five analysts have revised their estimates downward. The net effect has taken our Zacks Consensus Estimate for the current quarter from $1.81 per share to $1.78 in that period.
Given the way analysts feel about Qualys right now, this huge implied volatility could mean there’s a trade developing. Oftentimes, options traders look for options with high levels of implied volatility to sell premium. This is a strategy many seasoned traders use because it captures decay. At expiration, the hope for these traders is that the underlying stock does not move as much as originally expected.
WINMILL & CO. INC initiated a new position in Qualys (QLYS +0.37%) during the first quarter.
What happenedAccording to a Securities and Exchange Commission (SEC) filing dated May 14, 2026, Winmill & Co. Inc. reported a new stake in Qualys, purchasing 88,641 shares. The estimated value of the trade was $9.82 million based on the mean unadjusted closing price for the first quarter. The fund ended the quarter with a Qualys position valued at $7.79 million.
What else to knowThis new position makes up 2.2464% of Winmill’s 13F reportable assets under management as of March 31, 2026.Top holdings after the filing include:NASDAQ:GOOGL: $31.25 million (9.0% of AUM)NASDAQ:STLD: $30.22 million (8.7% of AUM)NASDAQ:LRCX: $23.29 million (6.7% of AUM)NYSE:IAG: $22.40 million (6.5% of AUM)NASDAQ:IBKR: $21.95 million (6.3% of AUM)As of May 13, 2026, Qualys shares were priced at $86.50, down 36.75% over the past year, underperforming the S&P 500 by 63.21 percentage points.Company OverviewMetricValuePrice (as of market close 2026-05-13)$86.50Market Capitalization$3.05 billionRevenue (TTM)$684.86 millionNet Income (TTM)$201.43 millionCompany SnapshotQualys offers a comprehensive suite of cloud-based IT, security, and compliance solutions, including vulnerability management, endpoint detection and response, threat protection, and web application security.The company operates a subscription-based SaaS model, generating revenue primarily from recurring fees for access to its cloud platform and integrated security applications.Qualys serves enterprises, government agencies, and small to medium-sized businesses across sectors such as technology, financial services, healthcare, and retail.Qualys, Inc. is a leading provider of cloud-based security and compliance solutions, supporting organizations in identifying, managing, and remediating IT vulnerabilities. The company's scalable platform and integrated applications enable clients to address evolving cybersecurity challenges efficiently. With a strong presence across multiple industries and a focus on recurring revenue, Qualys maintains a competitive edge through continuous innovation and comprehensive service offerings.
What this transaction means for investorsAlthough stock sales can leave investors wondering why a fund made such a move, there is only one likely reason a fund buys a stock. Hence, one can assume that Winmill’s purchase of Qualys stock is a bullish sign.
This makes sense as the boom in AI has renewed interest in cybersecurity stocks like Qualys to a significant degree.
Admittedly, Qualys sold off significantly in Q1 after an earnings release that showed slowing revenue growth and rising operating expenses. While those are challenges, it is possible that Winmill saw an opportunity with the stock’s P/E ratio falling to 15, a level not often seen in cloud stocks today.
Today's Change
(
0.37
%) $
0.41
Current Price
$
111.24
Also, despite a seemingly low 2.8% stake in Qualys, it is significant considering that Winmill reported 60 holdings during the quarter. With the purchase, Qualys is now the fund’s 15th largest position.
Finally, Winmill’s large positions in Alphabet and Lam Research show a large tech presence. That could bode well for the Qualys position over time, assuming the company can again win favor with Wall Street.
Will Healy has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Alphabet, Interactive Brokers Group, and Lam Research. The Motley Fool recommends Steel Dynamics and recommends the following options: long January 2027 $43.75 calls on Interactive Brokers Group and short January 2027 $46.25 calls on Interactive Brokers Group. The Motley Fool has a disclosure policy.
For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.
The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor.
Zacks Premium includes access to the Zacks Style Scores as well.
What are the Zacks Style Scores? The Zacks Style Scores is a unique set of guidelines that rates stocks based on three popular investing types, and were developed as complementary indicators for the Zacks Rank. This combination helps investors choose securities with the highest chances of beating the market over the next 30 days.
Each stock is given an alphabetic rating of A, B, C, D or F based on their value, growth, and momentum qualities. With this system, an A is better than a B, a B is better than a C, and so on, meaning the better the score, the better chance the stock will outperform.
The Style Scores are broken down into four categories:
Value ScoreFor value investors, it's all about finding good stocks at good prices, and discovering which companies are trading under their true value before the broader market catches on. The Value Style Score utilizes ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to help pick out the most attractive and discounted stocks.
Growth ScoreWhile good value is important, growth investors are more focused on a company's financial strength and health, and its future outlook. The Growth Style Score takes projected and historic earnings, sales, and cash flow into account to uncover stocks that will see long-term, sustainable growth.
Momentum ScoreMomentum investors, who live by the saying "the trend is your friend," are most interested in taking advantage of upward or downward trends in a stock's price or earnings outlook. Utilizing one-week price change and the monthly percentage change in earnings estimates, among other factors, the Momentum Style Score can help determine favorable times to buy high-momentum stocks.
VGM ScoreWhat if you like to use all three types of investing? The VGM Score is a combination of all Style Scores, making it one of the most comprehensive indicators to use with the Zacks Rank. It rates each stock on their combined weighted styles, which helps narrow down the companies with the most attractive value, best growth forecast, and most promising momentum.
How Style Scores Work with the Zacks Rank The Zacks Rank is a proprietary stock-rating model that harnesses the power of earnings estimate revisions, or changes to a company's earnings expectations, to help investors build a successful portfolio.
Investors can count on the Zacks Rank's success, with #1 (Strong Buy) stocks producing an unmatched +23.7% average annual return since 1988, more than double the S&P 500's performance. But the model rates a large number of stocks, and there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.
This totals more than 800 top-rated stocks, and it can be overwhelming to try and pick the best stocks for you and your portfolio.
That's where the Style Scores come in.
To have the best chance of big returns, you'll want to always consider stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B, which will give you the highest probability of success. If you're looking at stocks with a #3 (Hold) rank, it's important they have Scores of A or B as well to ensure as much upside potential as possible.
As mentioned above, the Scores are designed to work with the Zacks Rank, so any change to a company's earnings outlook should be a deciding factor when picking which stocks to buy.
For instance, a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one that boasts Scores of A and B, still has a downward-trending earnings forecast, and a much greater likelihood its share price will decline as well.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: Qualys (QLYS - Free Report) Qualys Inc. has been a leading force in offering information security solutions. Qualys' suite of IT, security and compliance solutions spans diverse applications, including asset management, IT security, cloud-native security, web application security and compliance. At its core is the Qualys Cloud Platform, an end-to-end security solution delivering continuous visibility to thwart cyber threats effectively.
QLYS is a #3 (Hold) on the Zacks Rank, with a VGM Score of B.
Momentum investors should take note of this Computer and Technology stock. QLYS has a Momentum Style Score of B, and shares are up 15.5% over the past four weeks.
For fiscal 2026, 10 analysts revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $0.22 to $7.57 per share. QLYS boasts an average earnings surprise of +11.6%.
With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, QLYS should be on investors' short list.
On May 29, 2026, Qualys Inc QLYS shares rose 8.9% to $109.28, marking a significant recovery after a year of declining performance. The stock has traded between $74.51 and $155.47 over the past 52 weeks, showing volatility that could attract market interest.
GF Value™ verdict: Current price is $109.28, while GF Value™ estimates fair value at $166.60, indicating a 34.4% upside potential.GF Score™ is 86/100, which suggests strong fundamentals and potential for long-term returns.Most notable signal: The Financial Strength score of 7/10 reflects a solid financial position, although insider activity shows a slight concern with $0.6M in sales over the last three months. Is QLYS Overvalued or Undervalued? Qualys Inc's current price of $109.28 is significantly below the GF Value™ estimate of $166.60, suggesting that the stock is undervalued by approximately 34.4%. This margin of safety indicates a potential opportunity for investors looking for undervalued assets in the software sector. GF Value™ is GuruFocus' proprietary measure of intrinsic value, calculated from historical trading multiples, past business growth, and future performance estimates.
While being undervalued can present an attractive investment opportunity, it is important to consider the overall market environment and the company's recent performance. The GF Valuation label classifies QLYS as significantly undervalued, suggesting that, if the company can maintain its growth trajectory and profitability, the current price may provide a favorable entry point for long-term investors.
How Does QLYS's Valuation Compare to Its History? Metric Current Historical P/E (TTM) 19.6x 41.6x Forward P/E 14.6x N/A Qualys Inc's current P/E ratio of 19.6x is significantly lower than its 5-year median P/E of 41.6x, indicating that the stock is trading well below its historical valuation. This P/E analysis aligns with the GF Value™ verdict that suggests the stock is undervalued, providing further evidence of its potential for price appreciation.
What Does QLYS's GF Score™ Tell Us? Metric Rating GF Score™ 86 Financial Strength 7/10 Profitability 10/10 Growth 10/10 Valuation 4/10 Momentum 2/10 The GF Score™ of 86/100 indicates that Qualys Inc has strong financial health, exceptional profitability, and significant growth potential. However, its lower ratings in valuation and momentum suggest that the market may not be fully recognizing its strength at present. The profitability and growth ranks of 10/10 highlight its ability to generate returns and expand, making it a robust candidate for long-term investment consideration.
What Are Insiders Doing with QLYS Stock? Over the past three months, insiders have sold approximately $0.6 million worth of QLYS shares, with no reported buying activity. This selling could indicate a lack of confidence in the near-term performance or a strategic reallocation of personal holdings, which is something that potential investors should consider when evaluating the stock.
The absence of insider buying further emphasizes caution, as it could suggest that insiders do not see immediate upside in the stock price in the short term.
What This Means for Investors Based on the analysis, Qualys Inc QLYS is currently undervalued with a GF Value™ indicating a significant upside potential of 34.4%. Investors may find it appealing as it trades below its historical valuation metrics, although attention should be paid to insider selling and market conditions.
For the complete analysis, visit the Qualys Inc QLYS stock page. You can also explore the GF Value™ page for detailed valuation methodology, or use the GuruFocus Stock Screener to find similar opportunities.
Frequently Asked Questions What is QLYS's GF Score™?
QLYS's GF Score™ is 86/100, indicating strong fundamentals and potential for higher long-term returns based on historical performance.
Is QLYS overvalued or undervalued?
QLYS is currently undervalued according to the GF Value™, which estimates its fair value at $166.60 compared to the current price of $109.28.
What is QLYS's P/E ratio?
QLYS has a P/E ratio of 19.6x, which is significantly below its 5-year median P/E of 41.6x, supporting the view that it is undervalued in terms of historical metrics.
This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].
A month has gone by since the last earnings report for Qualys (QLYS - Free Report) . Shares have added about 22.9% in that time frame, outperforming the S&P 500.
Will the recent positive trend continue leading up to its next earnings release, or is Qualys due for a pullback? Well, first let's take a quick look at the latest earnings report in order to get a better handle on the recent drivers for Qualys, Inc. before we dive into how investors and analysts have reacted as of late.
Qualys Q1 Earnings Beat Estimates on Channel Strength and ETM UptakeQualys delivered first-quarter 2026 earnings of $1.95 per share, which increased 16.8% year over year and beat the Zacks Consensus Estimate by 7.7%. Revenues rose 9.8% year over year to $176 million and surpassed the consensus mark by 1.3%.
First-quarter results reflected benefits from a favorable mix shift toward partners and continued traction in newer platform offerings, alongside steady customer spending behavior. Qualys’ net dollar expansion rate improved to 104% from 103% in the previous quarter.
Qualys’ earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, the average surprise being 11.58%.
Qualys Keeps Growth Balanced With High ProfitabilityQualys’ business model continued to pair solid top-line expansion with industry-leading profitability.
On a non-GAAP basis, gross profit soared 11% year over year to $148.3 million, while non-GAAP margin remained flat at 84%. Non-GAAP operating income increased 14% to $80.9 million, and non-GAAP operating margin improved 100 basis points to 46%.
Adjusted EBITDA jumped 11% year over year to $83.3 million. Adjusted EBITDA margin remained flat at 47%, underscoring continued operating leverage, even as the company invested in growth.
Qualys Leans Further on Partners and International MixThe quarter highlighted Qualys’ strategic emphasis on expanding through its partner ecosystem. Channel contribution increased to 52% of total revenues, up from 49% a year ago, with channel-partner revenues rising 17% year over year and direct revenues up 3%.
Geographically, growth remained stronger outside the United States. International revenues increased 15% year over year versus 6% domestic growth, resulting in a 55% U.S. and 45% international mix for the quarter.
Qualys’ Booking Mix Shows Broader Platform AdoptionQualys continues to push beyond core vulnerability management into a broader “risk operations” platform narrative. On a last-12-month basis through the first quarter of 2026, vulnerability management remained the largest component of total bookings at 50%, while ETM/CSAM (Enterprise TruRisk Management / CyberSecurity Asset Management) increased to 11%, and patch management represented 8%. TotalCloud accounted for 5% of bookings, with the remainder spread across other platform modules.
Management tied this evolution to its ETM strategy, emphasizing closed-loop workflows that combine exploit validation, risk quantification and remediation inside an AI-driven Risk Operations Center. The company also pointed to Agent Val (powered by TruConfirm) as a key addition intended to narrow the gap between theoretical exposure and verified exploitability.
Qualys’ Balance Sheet & Cash FlowQualys ended the quarter with $729.3 million in cash, cash equivalents and marketable securities, up from $696.8 million in the previous quarter. The company generated operating cash flow of $95.3 million and free cash flow of $93.6 million in the first quarter.
Qualys repurchased 505,000 shares worth $53.9 million during the first quarter and has repurchased a cumulative 11.2 million shares valued at $1.3 billion since the program’s inception in February 2018. At the end of the first quarter, the company had approximately $306.6 million remaining under its ongoing share repurchase authorization.
QLYS Raises 2026 Revenue Outlook and Profit ViewManagement raised its full-year 2026 revenue guidance to a range of $721-$727 million compared with the prior guidance range of $717-$725 million. It now projects non-GAAP earnings in the range of $7.44-$7.65, up from the earlier range of $7.17-$7.45.
Management also reiterated expectations for adjusted EBITDA margin in the mid-40s and free cash flow margin in the low 40s for the full year, signaling a continued balance between investing for growth and defending profitability.
For the second quarter, the company expects revenues between $177.5 million and $179.5 million, indicating year-over-year growth of 8-9%. It projects non-GAAP earnings in the range of $1.73-$1.80.
How Have Estimates Been Moving Since Then?Since the earnings release, investors have witnessed a downward trend in estimates review.
VGM ScoresAt this time, Qualys has a average Growth Score of C, though it is lagging a bit on the Momentum Score front with a D. Charting a somewhat similar path, the stock was allocated a grade of C on the value side, putting it in the middle 20% for value investors.
Overall, the stock has an aggregate VGM Score of D. If you aren't focused on one strategy, this score is the one you should be interested in.
OutlookEstimates have been broadly trending downward for the stock, and the magnitude of these revisions indicates a downward shift. Interestingly, Qualys has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months.
Performance of an Industry PlayerQualys is part of the Zacks Security industry. Over the past month, Varonis Systems (VRNS - Free Report) , a stock from the same industry, has gained 21.4%. The company reported its results for the quarter ended March 2026 more than a month ago.
Varonis reported revenues of $173.13 million in the last reported quarter, representing a year-over-year change of +26.9%. EPS of $0.06 for the same period compares with $0.00 a year ago.
Varonis is expected to post earnings of $0.01 per share for the current quarter, representing a year-over-year change of -66.7%. Over the last 30 days, the Zacks Consensus Estimate has changed +1%.
Varonis has a Zacks Rank #3 (Hold) based on the overall direction and magnitude of estimate revisions. Additionally, the stock has a VGM Score of D.
