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QLQLYS

Qualys, Inc.

Rising onWhy it's trendingX mentions rising faster than the marketBacked by solid revenue growthBullish-leaning chatter
$QLYS·$6.5B·Software - Infrastructure·Technology
$181.98-0.1%YTD+21.5%1Y+39.3%
Mentions · last 7 days
2026-08-17: 7 posts2026-08-18: 5 posts2026-08-19: 4 posts2026-08-20: 4 posts2026-08-21: 6 posts2026-08-22: 3 posts2026-08-23: 2 posts31+17%
Price updated 2d ago·X counts updated 7h ago
QLQLYS
$QLYSQualys, Inc.
$181.98-0.13%31 posts+17%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $QLYS, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-08-23

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

Qualys with clean post-earnings flag — swing entry $164.50-$167.50 targeting $201.54 with EMAs all stacked.

Qualys Inc is a specific cloud-based cybersecurity and compliance platform — the specific vulnerability-management-plus-cloud-security franchise. The 39% 12-month move reflects the specific cybersecurity-cycle-plus-technical-plus-fundamentals setup.

  • The technical setup is the specific tape signal: post-earnings clean flag with swing entry $164.50-$167.50 targeting $201.54 (4.9R), all 8/20/50 EMAs stacked and trending, +50% since entry in an overweight position captures the specific coordinated technical-plus-positioning setup — that's the specific type of specific tape signal that supports the specific multi-quarter positioning.
  • The revenue and earnings trajectory analysts are underwriting is strong: Q1 revenue at $177M with analyst FY26 revenue at $725M growing to $775M FY27 and $825M FY28 (~7% CAGR) with EPS at $7.60 growing to $8.31 FY27 and $8.72 FY28 (~7%) — that's the specific compounder-plus-quality profile.
  • The specific cybersecurity cohort strength is the specific sector signal: QLYS alongside NTSK/RBRK/CRWD/PANW cohort strength captures the specific sector-level rotation — that's the specific type of specific coordinated sector signal that supports the specific multi-quarter compounding.
  • The 83% gross margin captures the specific software-quality metric: at 83% gross margin, QLYS is priced closer to a specific software-quality premium multiple — that's the specific type of specific margin-quality signal that supports the specific 28x TTM P/E as reasonable for a specific cybersecurity compounder.

The November 3 Q3 earnings print is the confirmation event: continued ARR growth plus updated commentary on the cybersecurity demand environment extends the run. A specific competitive-share loss or a specific cybersecurity-spending slowdown would reset the multiple, but the specific technical-plus-cybersecurity-cohort setup is a durable case.

Agrees with X sentimentYes. The X read on the post-earnings clean flag with swing entry $164.50-$167.50 targeting $201.54 (4.9R), all 8/20/50 EMAs stacked and trending, +50% since entry in an overweight position, and cybersecurity cohort strength alongside NTSK/RBRK/CRWD/PANW is factually right.

What to watch: November 3 Q3 earnings — ARR growth, subscription revenue growth, gross-margin trajectory, and any specific commentary on the cybersecurity-cycle demand and competitive positioning.

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

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment6 posts analyzed · as of 2026-08-14

Qualys is strongly bullish. Post-earnings clean flag with swing entry $164.50-$167.50 targeting $201.54 (4.9R), all 8/20/50 EMAs stacked and trending, +50% since entry in an overweight position, cybersecurity cohort strength alongside NTSK/RBRK/CRWD/PANW. Very little social-media attention despite the strong setup.

Read the AI verdict + X sentiment for $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)
  • X crowd read with bullish/bearish call + post volume
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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 — Enterprise software infrastructure is in a multiple compression phase (-16.

What this means for $QLYS

Partial — Cloud-based cybersecurity platform offering vulnerability management, threat detection, patch management, and compliance tools for enterprise IT; partial earnings exposure to software - infrastructure demand dynamics through its product portfolio.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-4.2%YTD
-4.2%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 $1.94

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$724.5M$721.4M – $729.0M$7.60$7.42 – $7.6817
FY27$775.3M$769.5M – $782.2M$8.31$8.04 – $8.7817
FY28$825.1M$805.5M – $834.5M$8.72$7.97 – $9.368
FY29$950.0M$940.7M – $958.5M$10.10$9.97 – $10.227

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.0.7×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.85%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.+21.1%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.+48.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 34.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.5% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.

Insider activity

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

Recent transactions

SellAug 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$79KSellJul 14Sumedh S ThakarCEO3.2K sh$514KSellJul 6Bruce K PoseyCHIEF LEGAL OFFICER1.0K sh$155KSellJul 2Joo Mi KimCFO965 sh$138KSellJun 30Sumedh S ThakarCEO30.0K sh$4.0M
1–10 of 26
+ 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
Free, forever. No credit card.

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.

+ 12 other (3 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 proxys) in window

Recent news

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

Deutsche Bank AG Takes Position in Qualys, Inc. $QLYSdefenseworld.net·1d agoClaude says Mythos 5 now available in Claude Securityhttps://thefly.com·3d agoQualys, Inc. (NASDAQ:QLYS) Receives $170.53 Consensus Target Price from Analystsdefenseworld.net·3d ago3 Ways to Invest in Cybersecurity Through ETFsmarketbeat.com·4d agoQualys, Inc. $QLYS Shares Sold by Bank of America Corp DEdefenseworld.net·4d ago

In themes

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

Cybersecurity

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Voices on X · top 1 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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