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QLQLYS

Qualys, Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 10% YoY at strong marginsStreet coverage with positive forward estimatesConsistent chatter on X (103/wk), no spike
$QLYS·$5.6B·Software - Infrastructure·Technology
$159.43+1.2%YTD+20.2%1Y+14.2%
Mentions · last 7 days
2026-07-12: 8 posts2026-07-13: 16 posts2026-07-14: 25 posts2026-07-15: 19 posts2026-07-16: 13 posts2026-07-17: 11 posts2026-07-18: 4 posts97+15%
Price updated 1d ago·X counts updated 3h ago
QLQLYS
$QLYSQualys, Inc.
$159.43+1.19%97 posts+15%
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 numbersWinding up for a moveAI verdict · as of 2026-07-18

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Steady 10% growth cybersecurity operator at 34% op margin and 29% ROIC, but CEO sold 30k shares and stock is 91% up 52w range into 8/4 earnings.

Qualys is a cloud-based vulnerability-management and compliance platform running the specific IT-security SaaS operating cadence — the reference name for continuous asset discovery and vulnerability scanning. The stock is $159.43, up 20% YTD, sitting in the top 91% of its 52-week range.

  • The revenue cadence is remarkably consistent: Q1 revenue $176.6M was +10.5% YoY after +10.1% in Q4, +10.4% in Q3, and +10.3% in Q2 — four straight quarters of 10-10.5% growth is a real-business signal, not an acceleration story.
  • The margin profile is peer-leading: gross margin 83%, operating margin 34%, ROIC 29%, ROE 37%, FCF yield 5.2% with debt-to-equity 0.09 — the specific quality metrics that justify the 28.5x PE and 20x EV/EBITDA multiples.
  • The insider tape is meaningful distribution: CEO Sumedh Thakar sold 30,000 shares at $135 average ($4.05M) plus 3,200 more at $160+, VP Bruce Posey sold 1,000 at $155, and executive Joo Mi Kim sold 965 at $143 — three officers staggered-selling at highs is a specific distribution pattern, likely 10b5-1 mechanics but non-accumulative.
  • The AI-tailwind narrative is priced in: Seeking Alpha coverage on June 20 and July 6 leaned on AI-driven security-tool spending as the specific catalyst thesis — a real driver, but embedded in the current 28x multiple.

The August 4 Q2 print is the coil-break: EPS estimate of $1.78 with revenue growth extending above +10% and any specific commentary on VMDR platform expansion or AI-security demand is what pushes the tape toward $180+; a growth deceleration below +9% or a soft ARR disclosure sends the stock back through $145 support.

What to watch: The August 4 Q2 earnings — EPS versus $1.78, revenue growth above +10%, and ARR trajectory. A print that holds the growth cadence pushes the tape to $180+; a soft ARR disclosure sends it through $145.

On the calendar: 2026-08-04 — Q2 2026 earnings

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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 — The company's integrated Qualys Cloud Platform hosts a comprehensive suite of "Qualys Cloud Apps," encompassing a broad spectrum of services such as vulnerability management, threat detection and resp; the cloud-native adoption and AI security spend despite multiple compression creates tailwinds for one product line, not the full operation.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-12.9%YTD
-16.6%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
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%
Q2 2025Aug 5, 2025$1.68$1.47+14.3%
Next earningsTue, Aug 4·consensus EPS $1.78

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$823.9M – $826.2M$8.72$7.90 – $9.299
FY29$950.0M$943.5M – $957.9M$10.10$10.01 – $10.214

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.91%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.+34.9%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.+34.8%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

SellJul 14Sumedh S ThakarCEO3.2K sh$514KSellJul 6Bruce K PoseyCHIEF LEGAL OFFICER1.0K sh$155KSellJul 2Joo Mi KimCFO965 sh$138KSellJun 30Sumedh S ThakarCEO30.0K sh$4.0MSellJun 29Sumedh S ThakarCEO10.0K sh$1.3MSellJun 26Sumedh S ThakarCEO10.0K sh$1.2MSellJun 22Bruce K PoseyCHIEF LEGAL OFFICER865 sh$95KSellJun 22Wendy PfeifferDirector500 sh$55KSellJun 15Sumedh S ThakarCEO3.2K sh$367KSellJun 12Thomas BerquistDirector939 sh$104K
1–10 of 21
+ 9 other (6 awards · 3 inkinds) 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
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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 (3 13Gs · 2 earnings 8-Ks · 2 proxys · 1 SD) in window

Recent news

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

Qualys: Recent Tailwinds Should Propel The Stock Price Higherseekingalpha.com·13d agoQualys (QLYS) Soars 6.1%: Is Further Upside Left in the Stock?zacks.com·20d agoQualys: AI Tailwinds And A Reasonable Valuationseekingalpha.com·29d agoA Qualys Director Sold Company Shares Worth $104,000. Here's What That Means for Investors.fool.com·32d agoQualys (QLYS) Up 22.9% Since Last Earnings Report: Can It Continue?zacks.com·45d ago

In themes

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

Cybersecurity

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