Linden Thomas Advisory Services LLC Makes New $226,000 Investment in Qualys, Inc. $QLYS

Linden Thomas Advisory Services LLC acquired a new position in Qualys, Inc. (NASDAQ:QLYS) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor acquired 1,585 shares of the software maker’s stock, valued at approximately $226,000.

Other hedge funds have also recently added to or reduced their stakes in the company. SBI Securities Co. Ltd. increased its stake in shares of Qualys by 82.7% in the 1st quarter. SBI Securities Co. Ltd. now owns 369 shares of the software maker’s stock worth $46,000 after acquiring an additional 167 shares during the last quarter. Manchester Capital Management LLC boosted its stake in shares of Qualys by 52.4% in the 1st quarter. Manchester Capital Management LLC now owns 436 shares of the software maker’s stock valued at $55,000 after buying an additional 150 shares during the period. Parallel Advisors LLC boosted its stake in shares of Qualys by 82.0% in the 2nd quarter. Parallel Advisors LLC now owns 484 shares of the software maker’s stock valued at $69,000 after buying an additional 218 shares during the period. Quarry LP raised its position in shares of Qualys by 154.9% during the 1st quarter. Quarry LP now owns 576 shares of the software maker’s stock worth $73,000 after acquiring an additional 350 shares in the last quarter. Finally, Signaturefd LLC increased its position in Qualys by 96.4% during the first quarter. Signaturefd LLC now owns 601 shares of the software maker’s stock worth $76,000 after buying an additional 295 shares during the period. 99.31% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of research analysts have recently issued reports on the company. Scotiabank boosted their target price on Qualys from $142.00 to $150.00 and gave the company a “sector perform” rating in a report on Wednesday, August 6th. Wedbush upped their target price on Qualys from $145.00 to $155.00 and gave the company an “outperform” rating in a research note on Wednesday, August 6th. UBS Group dropped their price target on Qualys from $150.00 to $145.00 and set a “neutral” rating for the company in a research note on Tuesday, October 21st. Wall Street Zen downgraded Qualys from a “buy” rating to a “hold” rating in a research report on Saturday, August 30th. Finally, Morgan Stanley increased their target price on Qualys from $90.00 to $97.00 and gave the stock an “underweight” rating in a report on Wednesday, August 6th. Two equities research analysts have rated the stock with a Buy rating, fourteen have issued a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, Qualys currently has a consensus rating of “Hold” and a consensus target price of $140.62.

Qualys Stock Performance

Shares of QLYS stock opened at $126.07 on Tuesday. Qualys, Inc. has a 1 year low of $112.61 and a 1 year high of $170.00. The stock has a market cap of $4.55 billion, a PE ratio of 25.16 and a beta of 0.62. The business’s fifty day moving average is $132.11 and its 200-day moving average is $133.93.

Qualys (NASDAQ:QLYS) last issued its earnings results on Tuesday, August 5th. The software maker reported $1.68 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.47 by $0.21. The business had revenue of $164.06 million for the quarter, compared to analysts’ expectations of $161.25 million. Qualys had a return on equity of 37.19% and a net margin of 29.04%.The company’s quarterly revenue was up 10.3% on a year-over-year basis. During the same period in the previous year, the firm posted $1.52 EPS. Qualys has set its FY 2025 guidance at 6.200-6.5 EPS. Q3 2025 guidance at 1.500-1.6 EPS. Equities research analysts predict that Qualys, Inc. will post 3.85 earnings per share for the current year.

Insider Transactions at Qualys

In other Qualys news, Director Kristi Marie Rogers sold 1,700 shares of the company’s stock in a transaction that occurred on Friday, August 22nd. The stock was sold at an average price of $134.70, for a total value of $228,990.00. Following the completion of the transaction, the director owned 8,596 shares of the company’s stock, valued at $1,157,881.20. This represents a 16.51% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, Director John A. Zangardi sold 3,860 shares of the stock in a transaction that occurred on Friday, August 22nd. The stock was sold at an average price of $134.82, for a total value of $520,405.20. Following the sale, the director owned 7,174 shares in the company, valued at approximately $967,198.68. This trade represents a 34.98% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last quarter, insiders sold 39,364 shares of company stock worth $5,162,899. Insiders own 1.00% of the company’s stock.

Qualys Profile

Qualys, Inc, together with its subsidiaries, provides cloud-based platform delivering information technology (IT), security, and compliance solutions in the United States and internationally. It offers Qualys Cloud Apps, which include Cybersecurity Asset Management and External Attack Surface Management; Vulnerability Management, Detection and Response; Web Application Scanning; Patch Management; Custom Assessment and Remediation; Multi-Vector Endpoint Detection and Response; Context Extended Detection and Response; Policy Compliance; File Integrity Monitoring; and Qualys TotalCloud, as well as Cloud Workload Protection, Cloud Detection and Response, Cloud Security Posture Management, Infrastructure as Code, and Container Security.