Qualys (NASDAQ:QLYS) Sets New 12-Month High - Here's What Happened

Key Points

• Qualys shares reached a new 52-week high of $204.99, up from a prior close of $202.42. The stock’s market capitalization is approximately $6.91 billion, with a P/E ratio of 34.61.
• Qualys reported quarterly EPS of $1.98, beating estimates by $0.20, while revenue of $182.18 million exceeded forecasts and rose 11.1% year over year. The company provided FY 2026 EPS guidance of $7.74–$7.88.
• Analyst sentiment remains mixed, with a consensus “Hold” rating and an average price target of $173.87, below the current share price. Institutional ownership is high at 99.31%, while insiders have sold 7,941 shares worth about $1.33 million over the past three months.

Shares of Qualys, Inc. (NASDAQ:QLYS - Get Free Report) reached a new 52-week high during trading on Monday. The company traded as high as $204.99 and last traded at $204.6030, with a volume of 1,049 shares traded. The stock had previously closed at $202.42.

Wall Street Analysts Forecast Growth

A number of analysts have issued reports on the stock. Scotiabank boosted their price objective on shares of Qualys from $190.00 to $220.00 and gave the company an "outperform" rating in a report on Wednesday, August 5th. Morgan Stanley raised their target price on Qualys from $115.00 to $130.00 and gave the stock an "underweight" rating in a research report on Wednesday, August 5th. Robert W. Baird set a $160.00 target price on shares of Qualys in a research note on Wednesday, August 5th. JPMorgan Chase & Co. increased their price target on Qualys from $139.00 to $150.00 and gave the stock a "neutral" rating in a report on Monday, July 27th. Finally, Canaccord Genuity Group set a $190.00 price target on Qualys in a report on Wednesday, August 5th. Two research analysts have rated the stock with a Strong Buy rating, three have assigned a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of "Hold" and a consensus target price of $173.87.

Qualys Price Performance

The firm has a fifty day simple moving average of $180.98 and a two-hundred day simple moving average of $135.36. The firm has a market capitalization of $6.91 billion, a P/E ratio of 34.61 and a beta of 0.60.

Qualys (NASDAQ:QLYS - Get Free Report) last posted its quarterly earnings results on Tuesday, August 4th. The software maker reported $1.98 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.78 by $0.20. The company had revenue of $182.18 million for the quarter, compared to analyst estimates 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 quarter in the previous 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. On average, research analysts anticipate that Qualys, Inc. will post 5.84 EPS for the current year.

Insider Activity at Qualys

In other Qualys news, CFO Joo Mi Kim sold 1,627 shares of Qualys stock in a transaction that occurred on Monday, August 3rd. The shares were sold at an average price of $153.04, for a total transaction of $248,996.08. Following the completion of the sale, the chief financial officer directly owned 75,743 shares in the company, valued at $11,591,708.72. The trade was a 2.10% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Wendy Pfeiffer sold 500 shares of the firm's stock in a transaction dated Monday, July 20th. The shares were sold at an average price of $158.19, for a total value of $79,095.00. Following the sale, the director owned 12,210 shares in the company, valued at $1,931,499.90. The trade was a 3.93% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders sold 7,941 shares of company stock valued at $1,326,739. Company insiders own 0.72% of the company's stock.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently made changes to their positions in QLYS. BlackRock Inc. bought a new position in Qualys during the 2nd quarter valued at approximately $792,316,000. Legal & General Group Plc bought a new stake in shares of Qualys in the 2nd quarter worth approximately $197,624,000. Arrowstreet Capital Limited Partnership increased its stake in Qualys by 127.0% during the 1st quarter. Arrowstreet Capital Limited Partnership now owns 832,796 shares of the software maker's stock valued at $73,161,000 after purchasing an additional 465,952 shares in the last quarter. Clark Capital Management Group Inc. raised its holdings in Qualys by 402.2% in the 4th quarter. Clark Capital Management Group Inc. now owns 363,593 shares of the software maker's stock worth $48,322,000 after acquiring an additional 291,192 shares during the last quarter. Finally, Bank of New York Mellon Corp bought a new position in shares of Qualys during the second quarter valued at $39,044,000. Institutional investors own 99.31% of the company's stock.

Qualys Company Profile

Qualys, Inc provides cloud-based information technology, security and compliance solutions for organizations worldwide. Its platform is designed to help businesses identify, assess and manage security vulnerabilities across their networks, endpoints, cloud environments and web applications.

The company's offerings include vulnerability management, asset inventory, security and compliance assessment, web application security, endpoint detection and response, and cloud security capabilities.

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