Qualys, Inc. (QLYS) Stock Price & Analysis
Qualys, Inc. (QLYS) closed at USD 208.2 on Thursday, October 22, 2026, up 5.85% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 196.7; the Oct 22, 2026 session ranged USD 197.06–210.1 on volume of 1,221,088 shares. Market capitalization is $7.20B, with a 52-week range of USD 74.51–210.1 (NMS). Source: Nexqual, retrieved October 23, 2026 at 10:38 UTC.
Also available as compact Markdown for AI agents: nexqual.com/QLYS.md
Key facts (QLYS)
- Last four reported quarters (through Jun 30, 2026): revenue $703M, net income $207M (29.4% margin), free cash flow $314M (SEC filings).
- Valuation: P/E 34.9x (avg 34.4x at the last 3 fiscal year-ends).
- 1 of 80 tracked superinvestors hold QLYS (13F, Q2 2026): 0 new, 0 added, 0 reduced, 1 unchanged.
- Insider open-market sales, last ~7 months: 28 Form 4 filings, $13.3M; 0 not under a Rule 10b5-1 plan ($0K); 4 by opportunistic insiders (0 outside 10b5-1 plans), 22 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Analysts: Hold (mean 2.82 on a 1–5 scale) (22 analysts), mean target USD 181.03 (range 130–220).
- Total return with dividends: 1Y +62.8% vs S&P 500 +14.9%; 5Y +77.4% vs S&P 500 +80.3%.
- Next earnings: 2026-11-03, EPS estimate USD 1.96, revenue estimate $187M.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (QLYS)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $411M | $490M | $554M | $608M | $669M | $703M |
| Gross profit | $322M | $387M | $447M | $496M | $554M | — |
| Operating income | $87.7M | $131M | $163M | $187M | $222M | $242M |
| Net income | $71.0M | $108M | $152M | $174M | $198M | $207M |
| EPS (diluted) | $1.77 | $2.74 | $4.03 | $4.65 | $5.44 | — |
| Free cash flow | $176M | $183M | $236M | $232M | $304M | $314M |
| Gross margin | 78.2% | 79.0% | 80.6% | 81.7% | 82.8% | — |
| Operating margin | 21.3% | 26.7% | 29.4% | 30.8% | 33.2% | 34.4% |
| Net margin | 17.3% | 22.1% | 27.3% | 28.6% | 29.6% | 29.4% |
| Revenue growth | +13.3% | +19.1% | +13.2% | +9.6% | +10.1% | — |
| Cash + short-term investments | $405M | $321M | $426M | $381M | $446M | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (QLYS)
P/E 34.9x · P/S 10.3x · P/FCF 22.9x · P/B 12.8x · FCF yield 4.36% · Earnings yield 2.87% · Buyback yield (TTM) 3.13%
P/E at fiscal year-ends: Dec 2025 24.4x, Dec 2024 30.2x, Dec 2023 48.7x.
Superinvestors (SEC 13F-HR, Q2 2026) (QLYS)
1 of 80 tracked investors hold QLYS. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Third Avenue Management | 0.86% | $5.4M | Unchanged |
Insider sales (SEC Form 4, open-market, last ~7 months) (QLYS)
28 of 28 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-10-20 | Posey Bruce K | CHIEF LEGAL OFFICER | 881 | $167K | 1.5% | Yes (adopted August 21, 2025) | Routine (sold in Feb & Mar & Apr & May & Jun & Jul & Aug & Sep & Oct & Dec each year 2023–2025) |
| 2026-10-14 | Thakar Sumedh S | CEO & PRESIDENT | 3,200 | $609K | 1.8% | Yes (adopted February 27, 2026) | Routine (sold in Jan & Feb & Mar & Apr & Jun & Jul & Aug & Sep & Oct & Nov & Dec each year 2023–2025) |
| 2026-09-21 | Posey Bruce K | CHIEF LEGAL OFFICER | 866 | $155K | 1.5% | Yes (adopted August 21, 2025) | Routine (sold in Feb & Mar & Apr & May & Jun & Jul & Aug & Sep & Oct & Dec each year 2023–2025) |
| 2026-09-14 | Thakar Sumedh S | CEO & PRESIDENT | 3,200 | $544K | 1.7% | Yes (adopted February 27, 2026) | Routine (sold in Jan & Feb & Mar & Apr & Jun & Jul & Aug & Sep & Oct & Nov & Dec each year 2023–2025) |
| 2026-09-02 | Berquist Thomas | Director | 511 | $90K | 7.5% | Yes (adopted February 27, 2026) | Too little history (no open-market trades in 2023 or 2024) |
| 2026-09-02 | Kim Joo Mi | CHIEF FINANCIAL OFFICER | 1,030 | $175K | 1.4% | Yes (adopted August 12, 2025) | Routine (sold in Nov & Dec each year 2023–2025; this trade is outside those months) |
| 2026-08-20 | Posey Bruce K | CHIEF LEGAL OFFICER | 866 | $160K | 1.4% | Yes (adopted August 21, 2025) | Routine (sold in Feb & Mar & Apr & May & Jun & Jul & Aug & Sep & Oct & Dec each year 2023–2025) |
| 2026-08-20 | Pfeiffer Wendy | Director | 500 | $93K | 4.1% | Yes (adopted February 20, 2026) | Opportunistic (traded every year 2023–2025, no repeating month) |
| 2026-08-14 | Thakar Sumedh S | CEO & PRESIDENT | 3,200 | $605K | 1.7% | Yes (adopted February 27, 2026) | Routine (sold in Jan & Feb & Mar & Apr & Jun & Jul & Aug & Sep & Oct & Nov & Dec each year 2023–2025) |
| 2026-08-03 | Kim Joo Mi | CHIEF FINANCIAL OFFICER | 1,627 | $249K | 2.1% | Yes (adopted August 12, 2025) | Routine (sold in Nov & Dec each year 2023–2025; this trade is outside those months) |
| 2026-07-20 | Posey Bruce K | CHIEF LEGAL OFFICER | 882 | $140K | 1.4% | Yes (adopted August 21, 2025) | Routine (sold in Feb & Mar & Apr & May & Jun & Jul & Aug & Sep & Oct & Dec each year 2023–2025) |
| 2026-07-20 | Pfeiffer Wendy | Director | 500 | $79K | 3.9% | Yes (adopted February 20, 2026) | Opportunistic (traded every year 2023–2025, no repeating month) |
| 2026-07-14 | Thakar Sumedh S | CEO & PRESIDENT | 3,200 | $514K | 1.6% | Yes (adopted February 27, 2026) | Routine (sold in Jan & Feb & Mar & Apr & Jun & Jul & Aug & Sep & Oct & Nov & Dec each year 2023–2025) |
| 2026-07-06 | Posey Bruce K | CHIEF LEGAL OFFICER | 1,000 | $155K | 1.5% | Yes (adopted August 21, 2025) | Routine (sold in Feb & Mar & Apr & May & Jun & Jul & Aug & Sep & Oct & Dec each year 2023–2025) |
| 2026-07-02 | Kim Joo Mi | CHIEF FINANCIAL OFFICER | 965 | $138K | 1.2% | Yes (adopted August 12, 2025) | Routine (sold in Nov & Dec each year 2023–2025; this trade is outside those months) |
| 2026-06-30 | Thakar Sumedh S | CEO & PRESIDENT | 30,000 | $4.0M | 13.2% | Yes (adopted February 27, 2026) | Routine (sold in Jan & Feb & Mar & Apr & Jun & Jul & Aug & Sep & Oct & Nov & Dec each year 2023–2025) |
| 2026-06-29 | Thakar Sumedh S | CEO & PRESIDENT | 10,000 | $1.3M | 4.2% | Yes (adopted February 27, 2026) | Routine (sold in Jan & Feb & Mar & Apr & Jun & Jul & Aug & Sep & Oct & Nov & Dec each year 2023–2025) |
| 2026-06-26 | Thakar Sumedh S | CEO & PRESIDENT | 10,000 | $1.2M | 4.1% | Yes (adopted February 27, 2026) | Routine (sold in Jan & Feb & Mar & Apr & Jun & Jul & Aug & Sep & Oct & Nov & Dec each year 2023–2025) |
| 2026-06-22 | Posey Bruce K | CHIEF LEGAL OFFICER | 865 | $95K | 1.3% | Yes (adopted August 21, 2025) | Routine (sold in Feb & Mar & Apr & May & Jun & Jul & Aug & Sep & Oct & Dec each year 2023–2025) |
| 2026-06-22 | Pfeiffer Wendy | Director | 500 | $55K | 3.8% | Yes (adopted February 20, 2026) | Opportunistic (traded every year 2023–2025, no repeating month) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.
Analysts (QLYS)
Consensus Hold (mean 2.82 on a 1–5 scale), 22 analysts; mean target USD 181.03 (low 130, high 220).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-13 | TD Cowen | Target raised | Hold | $170 → $200 |
| 2026-08-05 | DA Davidson | Target raised | Neutral | $135 → $165 |
| 2026-08-05 | TD Cowen | Target raised | Hold | $145 → $170 |
| 2026-08-05 | Morgan Stanley | Target raised | Underweight | $115 → $130 |
| 2026-08-05 | Truist Securities | Target raised | Hold | $160 → $185 |
| 2026-08-05 | RBC Capital | Target raised | Sector Perform | $145 → $180 |
| 2026-08-05 | Scotiabank | Target raised | Sector Outperform | $190 → $220 |
| 2026-08-05 | Piper Sandler | Target raised | Neutral | $100 → $175 |
| 2026-08-05 | Jefferies | Target raised | Hold | $150 → $185 |
| 2026-07-27 | JP Morgan | Target raised | Neutral | $139 → $150 |
| 2026-07-21 | Truist Securities | Target raised | Hold | $85 → $160 |
| 2026-07-13 | TD Cowen | Target raised | Hold | $90 → $145 |
Total return (dividends reinvested) (QLYS)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | +62.8% | +77.4% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +63.1% | +12.1% |
| Volatility (annualized) | 57.2% | 43.5% |
| Max drawdown | -50.5% (Nov 2025→Apr 2026) | -62.7% (Dec 2023→Apr 2026) |
QLYS revenue by region (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| United States | $100.3M | 55.0% | +8.1% |
| Foreign | $81.9M | 45.0% | +14.9% |
| Total revenue | $182.2M | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
QLYS suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Competitor | Alphabet (Google) (GOOGL) | “We compete with large and small public companies, such as CrowdStrike, Palo Alto Networks, Rapid7, and Tenable Holdings, as well as privately held security providers including Invicti, Tanium, and Wiz (which has announced a pending acquisition by Google).” |
Quoted from the company's 10-K filed Feb 20, 2026.
QLYS company outlook (results filed Aug 4, 2026)
- “Guidance to $732.0-$738.0 million FOSTER CITY, Calif., – August 4, 2026 – Qualys, Inc.”
Quoted word-for-word from the SEC 8-K results press release.
QLYS analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $1.96 | $1.90 | +2.7% | $186.6M | 20 |
| Next quarter (ends Dec 2026) | $1.95 | $1.96 | -0.1% | $190.9M | 20 |
| Current fiscal year (ends Dec 2026) | $7.81 | $7.58 | +3.1% | $735.1M | 22 |
| Next fiscal year (ends Dec 2027) | $8.45 | $8.27 | +2.2% | $795.5M | 22 |
QLYS options: expected move
Options price a move of about ±15.4% (±$32.25) by Nov 20, 2026, which includes earnings on Nov 3, 2026. Over the last 8 reports the stock moved ±11.3% on average.
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Nov 20, 2026 | 28 | 68.6% | ±15.4% |
| Dec 18, 2026 | 56 | 59.4% | ±18.7% |
| Mar 19, 2027 | 147 | 55.5% | ±28.0% |
| Jun 17, 2027 | 237 | 55.0% | ±35.0% |
30-day implied volatility 66.5% vs 69% realized over the last 30 trading days. Put/call ratio (volume) 0.76. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 23, 2026 at 10:38 UTC)
| Price | USD 208.2 |
|---|---|
| Change | ▲ 5.85% (up) |
| Previous Close | USD 196.7 |
| Open | USD 197.06 |
| Day Range | USD 197.06 – 210.1 |
| 52-Week Range | USD 74.51 – 210.1 |
| Volume | 1,221,088 shares |
| Market Cap | $7.20B |
| Exchange | NMS |
Technical Analysis (QLYS)
Nexqual's technical model rates QLYS "BUY" based on 5 bullish and 1 bearish signals across 127 daily candles, as of October 23, 2026 at 10:38 UTC.
| Overall Signal | BUY |
|---|---|
| RSI (14) | 62.97 (neutral) |
| vs SMA50 | Above (USD 183.9) |
| MACD | 4.61 (positive) |
Analyst Ratings (QLYS)
Wall Street analysts rate QLYS "Hold" based on 22 analysts, with a mean price target of USD 181.03 (range USD 130–220), per Nexqual as of October 23, 2026 at 10:38 UTC.
| Consensus Rating | Hold |
|---|---|
| Analyst Count | 22 |
| Mean Target | USD 181.03 |
| High Target | USD 220 |
| Low Target | USD 130 |
| Buy / Hold / Sell | 4 / 17 / 1 |
Earnings (QLYS)
| Next Earnings Date | 2026-11-03 |
|---|---|
| EPS Estimate | USD 1.96 |
| Revenue Estimate | $186.61M |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 1.98 vs est 1.78 ▲ beat |
| 2026-03-31 | USD 1.95 vs est 1.8 ▲ beat |
| 2025-12-31 | USD 1.87 vs est 1.78 ▲ beat |
| 2025-09-30 | USD 1.86 vs est 1.56 ▲ beat |
Source: Nexqual, October 23, 2026 at 10:38 UTC.
Financials & Fundamentals (QLYS)
| Total Revenue | $702.98M |
|---|---|
| Revenue Growth (latest quarter, YoY) | +11.00% |
| Gross Margin | +83.42% |
| Operating Margin | +33.98% |
| Profit Margin | +29.38% |
| ROE | +38.59% |
| Debt / Equity | 0.09 |
| Current Ratio | 1.38 |
| Total Cash | $426.29M |
| Total Debt | $53.40M |
| Free Cash Flow (last four quarters to Jun 2026, SEC 10-Q / 10-K) | $313.96M (44.7% of revenue) |
Source: Nexqual, October 23, 2026 at 10:38 UTC.
Financial Health Score (QLYS)
Nexqual rates Qualys, Inc.'s overall financial health "Strong" across five dimensions, as of October 23, 2026 at 10:38 UTC.
| Growth | Solid — Revenue +10% YoY (annual) |
|---|---|
| Profitability | Strong — Gross margin 83%, operating 34% (last 12 months) |
| Balance Sheet | Strong — $426M cash vs $53M debt, net cash position |
| Cash Flow | Strong — FCF $314M (last 4 quarters to Jun 2026, SEC), 45% margin |
| Efficiency | Strong — ROE 39%, ROA 14.6% |
Ownership (QLYS)
| Insider Ownership | +0.42% |
|---|---|
| Institutional Ownership | +109.98% |
| Shares Outstanding | 34.60M |
| Float | 34.32M |
| Short % of Float | +13.08% |
Source: Nexqual, October 23, 2026 at 10:38 UTC.
Leadership (QLYS)
Qualys, Inc. is led by Sumedh S. Thakar, President, CEO & Director, per Nexqual as of October 23, 2026 at 10:38 UTC.
| President, CEO & Director | Sumedh S. Thakar |
|---|---|
| CFO & Principal Accounting Officer | Joo Mi Kim |
| Chief Technology Officer of Enterprise TruRisk Platform | Dilip Bachwani |
| Vice President of Investor Relations & Corporate Development | Blair King |
| Director of Global Corporate Communications | Tami Casey |
Major Backers & Investors (QLYS)
Notable institutional backers of Qualys, Inc. include AQR Capital Management, LLC, First Trust Advisors LP, Boston Trust Walden Corporation, according to Nexqual as of October 23, 2026 at 10:38 UTC.
Active Investors
| Investor | Stake |
|---|---|
| AQR Capital Management, LLC | 4.03% |
| First Trust Advisors LP | 3.27% |
| Boston Trust Walden Corporation | 2.85% |
| Arrowstreet Capital, Limited Partnership | 2.85% |
| First TRT Exch-Trd Fd. II-First TRT NASDAQ Cybersecurity ETF | 2.38% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| BlackRock | 16.66% |
| Vanguard Group | 12.39% |
| State Street | 4.21% |
| Legal & General Group PLC | 4.15% |
| Geode Capital | 4.07% |
Source: Nexqual, October 23, 2026 at 10:38 UTC.
From Qualys, Inc.'s Latest SEC 10-K Filing (filed 2026-02-20)
Key Strengths & Strategy (as disclosed to the SEC)
- Our cloud platform is currently used by over 10,000 customers worldwide, including a majority of the Forbes Global 100.
- As of December 31, 2025, we had over 10,000 customers worldwide, including a majority of the Forbes Global 100.
- We rely on a combination of trade secrets, copyrights, patents and trademarks, as well as contractual protections, to establish and protect our intellectual property rights and protect our proprietary technology.
- Our cloud platform is a scalable, comprehensive, and end-to-end solution for the IT, security and compliance needs of our customers.
Legal & Regulatory Risks (Item 1A, quoted)
- Our solutions may contain undetected errors or defects when first introduced or as new versions are released.
- Our solutions could be used to collect and store personal information of our customers' employees or customers, and therefore privacy and other data handling concerns could result in additional cost and liability to us or inhibit sales of our solutions.
- We use AI/machine learning technologies in our solutions that could result in harm to our business and operating results.
- We have incorporated and may continue to incorporate additional AI/machine learning solutions and features into our solutions, and these solutions and features may become more important to our operations or to our future growth over time.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
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Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 10:38 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt