Qualys (NASDAQ:QLYS) CFO Sells 1,627 Shares

Qualys, Inc. (NASDAQ:QLYS) CFO Joo Mi Kim sold 1,627 shares of Qualys stock in a transaction on Monday, August 3rd. The stock was sold at an average price of $153.04, for a total value of $248,996.08. Following the completion of the sale, the chief financial officer directly owned 75,743 shares of the company’s stock, valued at $11,591,708.72. The trade was a 2.10% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Joo Mi Kim also recently made the following trade(s):

• On Thursday, July 2nd, Joo Mi Kim sold 965 shares of Qualys stock. The stock was sold at an average price of $143.44, for a total transaction of $138,419.60.
• On Tuesday, June 2nd, Joo Mi Kim sold 1,031 shares of Qualys stock. The shares were sold at an average price of $111.67, for a total transaction of $115,131.77.
• On Tuesday, May 19th, Joo Mi Kim sold 1,627 shares of Qualys stock. The stock was sold at an average price of $100.17, for a total transaction of $162,976.59.

Qualys Stock Performance

Shares of Qualys stock traded up $6.17 on Tuesday, hitting $161.06. 1,043,207 shares of the company’s stock were exchanged, compared to its average volume of 766,003. Qualys, Inc. has a 1 year low of $74.51 and a 1 year high of $167.86. The company has a 50-day simple moving average of $129.99 and a 200-day simple moving average of $110.80. The stock has a market capitalization of $5.67 billion, a PE ratio of 28.92 and a beta of 0.60.

Qualys (NASDAQ:QLYS) last posted its quarterly earnings data on Tuesday, August 4th. The software maker reported $1.98 EPS for the quarter, topping the consensus estimate of $1.78 by $0.20. Qualys had a return on equity of 37.15% and a net margin of 29.41%.The firm had revenue of $182.18 million during the quarter, compared to analyst estimates of $178.57 million. During the same period in the prior year, the business posted $1.68 EPS. Qualys’s revenue was up 11.1% on a year-over-year basis. Qualys has set its FY 2026 guidance at 7.740-7.880 EPS and its Q3 2026 guidance at 1.910-1.980 EPS. On average, analysts expect that Qualys, Inc. will post 5.47 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

QLYS has been the topic of several recent research reports. Royal Bank Of Canada reaffirmed a “sector perform” rating and issued a $145.00 price objective on shares of Qualys in a research note on Thursday, July 16th. Wall Street Zen downgraded Qualys from a “buy” rating to a “hold” rating in a research note on Saturday, May 2nd. Scotiabank raised shares of Qualys from a “sector perform” rating to a “sector outperform” rating and increased their target price for the stock from $100.00 to $190.00 in a report on Monday, July 6th. Piper Sandler decreased their target price on shares of Qualys from $135.00 to $100.00 and set a “neutral” rating on the stock in a research note on Wednesday, May 6th. Finally, TD Cowen lifted their price target on shares of Qualys from $90.00 to $145.00 and gave the company a “hold” rating in a report on Monday, July 13th. One investment analyst has rated the stock with a Strong Buy rating, three have given a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus target price of $142.53.

Key Headlines Impacting Qualys

Here are the key news stories impacting Qualys this week:

• Positive Sentiment: Q2 results exceeded expectations. Qualys reported revenue of $182.2 million, up 11% year over year and above the $178.6 million consensus estimate. Adjusted EPS of $1.98 surpassed analyst expectations of $1.78, while adjusted EBITDA reached $83.8 million. Qualys Announces Second Quarter 2026 Financial Results
• Positive Sentiment: Management raised full-year guidance. Qualys now expects 2026 revenue of $732 million to $738 million, up from its prior range of $721 million to $727 million. The company also increased GAAP and non-GAAP earnings guidance, with its new EPS range of $7.74 to $7.88 above the $7.16 consensus estimate. Qualys Jumps After Strong Q2 Results and Higher 2026 Outlook
• Positive Sentiment: Third-quarter guidance also topped estimates. Qualys forecast revenue of $185.5 million to $187.5 million and EPS of $1.91 to $1.98, both ahead of Wall Street expectations. Management cited AI-related security offerings, Risk Operations Center adoption, federal demand, partner execution and early QFlex engagement as growth drivers. Qualys Q2 2026 Press Release
• Neutral Sentiment: New product launches support the growth narrative. Qualys recently introduced InstaScan, an AI-powered capability designed to identify vulnerabilities shortly after disclosure by using existing asset and threat telemetry. Qualys Launches InstaScan
• Negative Sentiment: Insider selling and cautious coverage remain risks. Quiver Quantitative reported no insider purchases and 54 insider sales over the past six months. JPMorgan has an Underweight rating, while the median reported analyst price target is $125, below recent trading levels, although targets range as high as $190. Qualys Insider and Analyst Activity

Institutional Trading of Qualys

Institutional investors and hedge funds have recently added to or reduced their stakes in the business. Root Financial Partners LLC lifted its holdings in Qualys by 206.2% in the 1st quarter. Root Financial Partners LLC now owns 297 shares of the software maker’s stock worth $26,000 after purchasing an additional 200 shares in the last quarter. Strive Financial Group LLC bought a new position in Qualys in the 4th quarter worth approximately $27,000. Northwestern Mutual Wealth Management Co. grew its holdings in Qualys by 204.3% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 213 shares of the software maker’s stock valued at $28,000 after buying an additional 143 shares in the last quarter. Employees Retirement System of Texas purchased a new stake in Qualys during the 4th quarter valued at approximately $43,000. Finally, Richardson Financial Services Inc. raised its position in shares of Qualys by 127.0% during the fourth quarter. Richardson Financial Services Inc. now owns 345 shares of the software maker’s stock valued at $46,000 after buying an additional 193 shares during the last quarter. Institutional investors own 99.31% of the company’s stock.

About Qualys

Qualys, Inc (NASDAQ: QLYS) is a leading provider of cloud-based security and compliance solutions designed to help organizations streamline their IT security programs. Operating on a unified, modular platform, Qualys offers continuous visibility into global IT assets through a combination of lightweight cloud agents and on-premises scanner appliances. The platform supports an array of security and compliance use cases, enabling real-time detection of vulnerabilities, policy violations and misconfigurations across on-premises, cloud and hybrid environments.

The company’s flagship Qualys Cloud Platform delivers a suite of integrated applications, including vulnerability management, detection and response (VMDR), policy compliance, web application scanning, file integrity monitoring, asset inventory and container security.