Comerica Bank Grows Position in Qualys, Inc. $QLYS

Key Points

• Comerica Bank increased its stake in Qualys by 100.6%, owning 22,710 shares valued at about $3.02 million after buying an additional 11,391 shares in Q4.
• Qualys beat Q4 expectations with EPS of $1.87 (vs. $1.78 expected) and revenue of $175.28M (+10.1% YoY), and issued Q1 2026 EPS guidance of 1.760–1.830 and FY2026 guidance of 7.170–7.450.
• Several analysts have cut ratings and lowered targets recently, leaving a consensus rating of “Hold” and an average price target of $137.77.

Comerica Bank lifted its holdings in shares of Qualys, Inc. (NASDAQ:QLYS - Free Report) by 100.6% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 22,710 shares of the software maker's stock after buying an additional 11,391 shares during the period. Comerica Bank owned approximately 0.06% of Qualys worth $3,018,000 at the end of the most recent reporting period.

Other institutional investors also recently modified their holdings of the company. GHP Investment Advisors Inc. purchased a new stake in shares of Qualys during the third quarter valued at $29,000. Versant Capital Management Inc boosted its position in shares of Qualys by 451.0% during the third quarter. Versant Capital Management Inc now owns 270 shares of the software maker's stock valued at $36,000 after buying an additional 221 shares during the last quarter. Allworth Financial LP boosted its position in shares of Qualys by 86.8% during the third quarter. Allworth Financial LP now owns 284 shares of the software maker's stock valued at $38,000 after buying an additional 132 shares during the last quarter. Richardson Financial Services Inc. boosted its position in Qualys by 127.0% in the fourth quarter. Richardson Financial Services Inc. now owns 345 shares of the software maker's stock worth $46,000 after purchasing an additional 193 shares during the last quarter. Finally, Abich Financial Wealth Management LLC purchased a new position in Qualys in the third quarter worth about $55,000. 99.31% of the stock is owned by hedge funds and other institutional investors.

Qualys Trading Up 4.5%

Qualys stock opened at $92.49 on Tuesday. The firm has a 50 day moving average of $90.00 and a 200 day moving average of $118.29. The firm has a market capitalization of $3.26 billion, a price-to-earnings ratio of 17.00 and a beta of 0.58. Qualys, Inc. has a 12-month low of $74.51 and a 12-month high of $155.47.

Qualys (NASDAQ:QLYS - Get Free Report) last posted its quarterly earnings results on Thursday, February 5th. The software maker reported $1.87 EPS for the quarter, topping analysts' consensus estimates of $1.78 by $0.09. Qualys had a return on equity of 37.65% and a net margin of 29.64%.The company had revenue of $175.28 million for the quarter, compared to analysts' expectations of $173.18 million. During the same period in the previous year, the firm earned $1.60 EPS. The firm's revenue was up 10.1% compared to the same quarter last year. Qualys has set its Q1 2026 guidance at 1.760-1.830 EPS and its FY 2026 guidance at 7.170-7.450 EPS. On average, analysts predict that Qualys, Inc. will post 5.38 EPS for the current year.

Insider Buying and Selling

In related news, CFO Joo Mi Kim sold 6,799 shares of the business's stock in a transaction that occurred on Wednesday, February 4th. The stock was sold at an average price of $128.46, for a total value of $873,399.54. Following the transaction, the chief financial officer directly owned 88,489 shares of the company's stock, valued at approximately $11,367,296.94. The trade was a 7.14% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Over the last 90 days, insiders sold 6,964 shares of company stock valued at $889,923. 1.00% of the stock is currently owned by insiders.

Analyst Ratings Changes

QLYS has been the topic of several research reports. Wall Street Zen cut Qualys from a "buy" rating to a "hold" rating in a research report on Saturday. TD Cowen reissued a "hold" rating on shares of Qualys in a research report on Tuesday, April 14th. Truist Financial dropped their target price on Qualys from $120.00 to $85.00 and set a "hold" rating on the stock in a research report on Friday, April 24th. Royal Bank Of Canada dropped their target price on Qualys from $140.00 to $134.00 and set a "sector perform" rating on the stock in a research report on Friday, February 6th. Finally, William Blair cut Qualys from an "outperform" rating to a "market perform" rating in a research report on Tuesday, April 28th. One investment analyst has rated the stock with a Strong Buy rating, two have given a Buy rating, ten have issued a Hold rating and three have assigned a Sell rating to the company's stock. Based on data from MarketBeat.com, Qualys has an average rating of "Hold" and a consensus price target of $137.77.

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.

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