Sei Investments Co. Purchases 10,569 Shares of Qualys, Inc. $QLYS

Sei Investments Co. lifted its position in shares of Qualys, Inc. (NASDAQ:QLYS) by 28.8% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 47,295 shares of the software maker’s stock after buying an additional 10,569 shares during the period. Sei Investments Co. owned about 0.13% of Qualys worth $4,155,000 as of its most recent SEC filing.

A number of other hedge funds also recently bought and sold shares of the company. Fuller & Thaler Asset Management Inc. bought a new position in Qualys during the fourth quarter valued at approximately $78,591,000. Alyeska Investment Group L.P. bought a new stake in shares of Qualys in the 3rd quarter worth approximately $45,854,000. AQR Capital Management LLC boosted its stake in shares of Qualys by 46.9% in the 2nd quarter. AQR Capital Management LLC now owns 1,012,100 shares of the software maker’s stock valued at $144,133,000 after purchasing an additional 323,324 shares in the last quarter. Clark Capital Management Group Inc. boosted its stake in shares of Qualys by 402.2% in the 4th quarter. Clark Capital Management Group Inc. now owns 363,593 shares of the software maker’s stock valued at $48,322,000 after purchasing an additional 291,192 shares in the last quarter. Finally, Arrowstreet Capital Limited Partnership grew its holdings in shares of Qualys by 291.0% during the 4th quarter. Arrowstreet Capital Limited Partnership now owns 366,844 shares of the software maker’s stock valued at $48,754,000 after purchasing an additional 273,017 shares during the last quarter. Institutional investors own 99.31% of the company’s stock.

Analyst Upgrades and Downgrades

Several analysts have weighed in on the stock. DA Davidson boosted their price target on shares of Qualys from $135.00 to $165.00 and gave the stock a “neutral” rating in a research note on Wednesday. Wall Street Zen cut Qualys from a “buy” rating to a “hold” rating in a research note on Saturday, May 2nd. William Blair cut Qualys from an “outperform” rating to a “market perform” rating in a research note on Tuesday, April 28th. Canaccord Genuity Group set a $190.00 price objective on Qualys in a report on Wednesday. Finally, Jefferies Financial Group boosted their target price on Qualys from $150.00 to $185.00 and gave the company a “hold” rating in a research note on Wednesday. One analyst has rated the stock with a Strong Buy rating, three have issued a Buy rating, twelve have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus target price of $170.53.

Key Qualys News

Here are the key news stories impacting Qualys this week:

• Positive Sentiment: Quarterly results exceeded expectations. Qualys reported adjusted earnings of $1.98 per share, above the $1.78 consensus estimate and up from $1.68 a year earlier. Revenue rose 11.1% year over year to $182.18 million, also beating forecasts. Channel revenue increased 22%, helping drive market-share gains and stronger current billings. Qualys Q2 Earnings Beat on Channel Strength
• Positive Sentiment: Qualys raised its 2026 outlook. Management now expects full-year revenue of $732 million to $738 million and adjusted EPS of $7.74 to $7.88. The company also issued third-quarter guidance that was generally above analyst expectations, supporting the bullish reaction. Qualys FY2026 Outlook and InstaScan
• Positive Sentiment: AI product investments could strengthen future growth. Qualys launched InstaScan, an AI-enabled capability designed to identify newly disclosed vulnerabilities within minutes using existing asset data. Management also pointed to Risk Operations Center adoption, federal demand, partner execution and QFlex engagement as additional growth catalysts.
• Positive Sentiment: Scotiabank became more constructive. The bank raised its price target to $220 from $190 and maintained a “sector outperform” rating, indicating confidence that the earnings momentum and product strategy can support further upside.
• Neutral Sentiment: Analyst opinion remains mixed. D.A. Davidson reaffirmed its Hold rating, while the broader analyst consensus remains Hold despite recent target-price increases. This may limit enthusiasm after the sharp earnings-related move.
• Negative Sentiment: CFO insider selling adds a modest cautionary signal. CFO Joo Mi Kim sold 1,627 shares for approximately $249,000 under a pre-arranged Rule 10b5-1 trading plan. The scheduled nature of the sale reduces its significance, and the CFO retained a substantial position.

Insider Activity at Qualys

In other Qualys news, CEO Sumedh S. Thakar sold 30,000 shares of the company’s stock in a transaction that occurred on Tuesday, June 30th. The stock was sold at an average price of $135.00, for a total transaction of $4,050,000.00. Following the completion of the transaction, the chief executive officer owned 196,686 shares of the company’s stock, valued at $26,552,610. This represents a 13.23% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Bruce K. Posey sold 2,384 shares of the stock in a transaction that occurred on Tuesday, May 19th. The stock was sold at an average price of $100.18, for a total value of $238,829.12. Following the completion of the sale, the insider owned 66,301 shares of the company’s stock, valued at approximately $6,642,034.18. This trade represents a 3.47% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 76,855 shares of company stock worth $9,706,670 in the last 90 days. Company insiders own 0.72% of the company’s stock.

Qualys Stock Down 0.8%

Shares of Qualys stock opened at $181.78 on Friday. The firm has a market cap of $6.29 billion, a PE ratio of 31.45 and a beta of 0.60. Qualys, Inc. has a 12-month low of $74.51 and a 12-month high of $201.54. The company’s fifty day simple moving average is $134.49 and its two-hundred day simple moving average is $111.67.

Qualys (NASDAQ:QLYS) last issued its quarterly earnings data on Tuesday, August 4th. The software maker reported $1.98 EPS for the quarter, beating the consensus estimate of $1.78 by $0.20. The firm had revenue of $182.18 million during the quarter, compared to the consensus estimate of $178.57 million. Qualys had a net margin of 29.38% and a return on equity of 37.52%. The company’s quarterly revenue was up 11.1% compared to the same quarter last year. During the same period in the prior year, the firm posted $1.68 earnings per share. Qualys has set its FY 2026 guidance at 7.740-7.880 EPS and its Q3 2026 guidance at 1.910-1.980 EPS. As a group, sell-side analysts expect that Qualys, Inc. will post 5.47 earnings per share for the current fiscal year.

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.