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QLQLYS

Qualys, Inc.

$QLYS·$6.8B·Software - Infrastructure·Technology
$194.75-2.6%YTD+49.8%1Y+52.6%
Price updated 3m ago·X counts updated 4d ago
QLQLYS
$QLYSQualys, Inc.
$194.75-2.59%50 posts0.9×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $QLYS on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

50X posts · last 7 days
Sep 21Oct 4
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $QLYS's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data7 posts analyzed · as of 2026-09-03

Qualys +51% in the cybersecurity rally with OKTA/RBRK/NTSK all ripping. Both QLYS and ADBE 'rocketing' calling it a potential SaaS comeback. Beat and raised earnings alongside FTNT/NET/CRWD/OKTA. Bulls constructive. Some intraday volatility noted but sector-wide bull tape.

Read what X is saying about $QLYS

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $QLYS — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-10-02

The move is getting stronger, with heavier trading behind it.

Qualys is +51% in the cybersecurity rally alongside OKTA, RBRK, and NTSK — SaaS comeback is the pitch.

Qualys is the cloud-based vulnerability-management and compliance platform — the sticky-SaaS leader in enterprise security scanning with strong profitability.

  • The economics are elite: Q1 revenue +10.5% YoY at a 34% operating margin and ROIC of 28.8% — top-decile capital efficiency, with margins expanding as the Enterprise TruRisk Platform matures.
  • At 28.5x PE and 8.2x sales the valuation is premium but defensible — the market is paying for one of the few cybersecurity-SaaS names consistently printing high-30s operating margins with strong net-revenue retention.
  • 52-week range position is 89% with vol at 96% of average — upper range on normal volume, with QLYS grouped alongside OKTA, RBRK, NTSK, FTNT, NET, and CRWD as the cyber-rally cohort.

Nov 3 Q3 is the gate — any continued ARR acceleration plus a visible margin step-up extends the move. A revenue deceleration or margin compression and the stock gives back some of the YTD gain.

Agrees with X sentimentThe thread has substantive drivers — Qualys +51% in the cyber rally, OKTA/RBRK/NTSK/FTNT/NET/CRWD peer cohort, beat-and-raise framing — all grounded in actual sector-rotation data.

What to watch: Nov 3 Q3 — ARR growth, net-revenue retention, operating-margin trajectory, and FY27 guide. A revenue deceleration or margin compression is the clear invalidator.

On the calendar: 2026-11-03 — Q3 earnings

Read the AI verdict on $QLYS

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Cloud-based cybersecurity platform offering vulnerability management, threat detection, patch management, and compliance tools for enterprise IT.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Infrastructure sits in its cycle right now — and what that implies for $QLYS.

Software - Infrastructure · Technology

No material change from last week — AI infrastructure capex bifurcates the cohort — GPU-cloud providers and AI-native security platforms absorbing enterprise spend, while legacy SaaS faces multiple compression. GPU-cloud platforms and AI-native security tools absorb enterprise spend while legacy SaaS faces multiple compression.

What this means for $QLYS

Direct beneficiary — Cloud-based cybersecurity platform offering vulnerability management, threat detection, patch management, and compliance tools for enterprise IT.; cloud-native tooling is the operational layer for AI infrastructure deployments, sustaining enterprise capex alignment.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
+4.4%YTD
-3.9%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
28.5How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
28.8%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
34.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
5.2%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
8.2Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
37.2%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
83.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 4, 2026$1.98$1.78+11.2%
Q1 2026May 5, 2026$1.95$1.81+7.7%
Q4 2025Feb 5, 2026$1.87$1.78+5.1%
Q3 2025Nov 4, 2025$1.86$1.56+19.2%
Next earningsTue, Nov 3·consensus EPS $1.96

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$176.6M+10.5%83.4%35.6%$1.42$93.6M
Q4 FY25$175.3M+10.1%83.4%33.6%$1.48$74.9M
Q3 FY25$169.9M+10.4%83.6%35.3%$1.40$89.5M
Q2 FY25$164.1M+10.3%82.4%31.3%$1.30$32.4M

Forward consensus

4-year forecast · up to 17 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$735.3M$729.9M – $737.2M$7.83$7.43 – $7.9217
FY27$796.0M$785.6M – $808.6M$8.47$8.02 – $8.7917
FY28$857.6M$832.9M – $888.9M$8.93$7.70 – $10.0510
FY29$950.0M$937.1M – $963.6M$10.10$9.92 – $10.295

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.0×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.93%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+9.4%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+51.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellSep 21Bruce K PoseyCHIEF LEGAL OFFICER866 sh$155KSellSep 14Sumedh S ThakarCEO3.2K sh$544KSellSep 2Thomas BerquistDirector511 sh$90KSellSep 2Joo Mi KimCFO1.0K sh$175KSellAug 20Bruce K PoseyCHIEF LEGAL OFFICER866 sh$160KSellAug 20Wendy PfeifferDirector500 sh$93KSellAug 14Sumedh S ThakarCEO3.2K sh$605KSellAug 3Joo Mi KimCFO1.6K sh$249KSellJul 20Bruce K PoseyCHIEF LEGAL OFFICER882 sh$140KSellJul 20Wendy PfeifferDirector500 sh$79K
1–10 of 28
+ 12 other (6 inkinds · 6 awards) in window

See when $QLYS insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeJun 118-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
AI summary

Qualys Inc. (QLYS) disclosed 2026 Annual Meeting results in an 8-K filed June 11, 2026, for the meeting held June 10, 2026. Class II directors were elected: Bradford Brooks (28.7 million votes for), Wendy Pfeiffer (26.4 million), and John Zangardi (27.3 million); the board has seven members across three classes. Shareholders approved the 2012 Equity Incentive Plan as amended and restated, disclosed as a compensatory arrangement under Item 5.02. The board composition and equity plan ratification were the primary agenda items.

+ 11 other (2 10-Qs · 2 earnings 8-Ks · 2 13Gs · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Qualys (NASDAQ:QLYS) Hits New 52-Week High – What’s Next?defenseworld.net·2d agoQualys, Inc. $QLYS Shares Sold by Engineers Gate Manager LPdefenseworld.net·14d ago7 Cybersecurity Stocks Riding the AI Security Boom247wallst.com·15d agoQualys (NASDAQ:QLYS) Insider Bruce Posey Sells 866 Shares of Stockdefenseworld.net·15d agoSequoia Financial Advisors LLC Raises Stake in Qualys, Inc. $QLYSdefenseworld.net·21d ago

In themes

Explore the broader themes this ticker is being talked about under.

Cybersecurity

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Voices on X · last 7 days

No standout posts about $QLYS on X in the last 7 days.

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