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Qualys Inc (QLYS)
NASDAQ:QLYS
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Qualys (QLYS) Price & Analysis

863 Followers

QLYS Stock Chart & Stats

$83.17
-$2.89(-2.12%)
At close: 4:00 PM EST
$83.17
-$2.89(-2.12%)

Bulls Say, Bears Say

Bulls Say
High Profitability & MarginsQualys exhibits durable, SaaS-style profitability with materially expanded gross and operating margins. Elevated EBIT and net margins provide structural earnings power, supporting reinvestment in product and go‑to‑market, insulating cash flow and shareholder returns amid slower top‑line periods.
Strong Cash ConversionNear‑one-to-one conversion of earnings into free cash flow underpins durable financial flexibility. High FCF sustains capital returns, funds modest capex and reinvestment, and reduces reliance on external financing, strengthening resilience and strategic optionality over the medium term.
Channel & International MomentumA growing channel mix and accelerating international revenue diversify distribution and reduce single‑market dependence. Strong channel growth and international traction can sustain durable customer acquisition, improve sales efficiency, and enable incremental expansion without proportional direct sales spend.
Bears Say
Revenue Growth DecelerationA sharp slowdown in trailing revenue growth signals maturing core markets and elevates execution risk: sustaining overall growth will require stronger upsell, faster new product monetization, or market share gains. Persistent low top‑line expansion limits long‑run operating leverage.
New Product Monetization EarlyKey next‑generation suites (ETM/CSAM) remain early in adoption and a small bookings cohort. If enterprise adoption or pricing expansion lags, expected uplift to net dollar retention and long‑term ARR growth may be delayed, making revenue expansion dependent on execution.
Free‑cash‑flow Margin DeclineA material drop in FCF margin compresses the cash cushion that funds buybacks, investments and ops. If persistent, it reduces financial flexibility and raises scrutiny on working capital or investment efficiency, tempering the benefit of high accounting margins over multiple quarters.

Qualys News

QLYS FAQ

What was Qualys Inc’s price range in the past 12 months?
Qualys Inc lowest stock price was $74.51 and its highest was $155.47 in the past 12 months.
    What is Qualys Inc’s market cap?
    Qualys Inc’s market cap is $4.34B.
      When is Qualys Inc’s upcoming earnings report date?
      Qualys Inc’s upcoming earnings report date is Aug 10, 2026 which is in 41 days.
        How were Qualys Inc’s earnings last quarter?
        Qualys Inc released its earnings results on May 05, 2026. The company reported $1.95 earnings per share for the quarter, beating the consensus estimate of $1.801 by $0.149.
          Is Qualys Inc overvalued?
          According to Wall Street analysts Qualys Inc’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Qualys Inc pay dividends?
            Qualys Inc does not currently pay dividends.
            What is Qualys Inc’s EPS estimate?
            Qualys Inc’s EPS estimate is 1.79.
              How many shares outstanding does Qualys Inc have?
              Qualys Inc has 35,217,007 shares outstanding.
                What happened to Qualys Inc’s price movement after its last earnings report?
                Qualys Inc reported an EPS of $1.95 in its last earnings report, beating expectations of $1.801. Following the earnings report the stock price went down -1.411%.
                  Which hedge fund is a major shareholder of Qualys Inc?
                  Currently, no hedge funds are holding shares in QLYS
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    Qualys Inc

                    Qualys, Inc., founded in 1999 and headquartered in Foster City, California, specializes in delivering cloud-based solutions for information technology (IT) management, cybersecurity, and regulatory compliance to organizations globally. The company's integrated Qualys Cloud Platform hosts a comprehensive suite of "Qualys Cloud Apps," encompassing a broad spectrum of services such as vulnerability management, threat detection and response, multi-vector endpoint security, patch management, certificate assessment, web application scanning and firewall, as well as various IT, cloud, and container security and compliance tools. This powerful platform empowers customers to meticulously identify and manage their IT assets, gather and analyze critical security data, proactively uncover and prioritize vulnerabilities, recommend and initiate effective remediation actions, and ultimately verify their successful implementation. Complementing these core functions, Qualys also provides features like advanced asset tagging, intuitive reporting and dashboards, collaborative questionnaires, streamlined remediation workflows, a robust big data correlation and analytics engine, and real-time alerts. These components collectively ensure integrated operations, in-depth real-time analysis, and comprehensive reporting across an organization's entire IT, security, and compliance landscape. Qualys serves a diverse client base, including large enterprises, government entities, and small to medium-sized businesses across numerous sectors such as finance, healthcare, manufacturing, education, and technology. Its solutions are distributed through a dedicated internal sales force and an extensive global network of channel partners, including security consulting firms, managed service providers, and resellers.

                    Qualys (QLYS) Earnings & Revenues

                    QLYS Company Deck

                    QLYS Earnings Call

                    Q1 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call conveyed a generally positive operational and financial story: solid 10% revenue growth, strong adjusted EBITDA margin (47%), meaningful product innovation (Agent Vail, AI-driven reliability score), third-party recognition, expanding partnerships, and continued cash returns. Offsetting these positives are early-stage adoption of ETM/ATM (cohort small), a flat company-level NRR (~104%), a notable decline in free cash flow margin (53% vs 67% prior year), rising operating investments (S&M +17%), and macro-related sales-cycle risk. On balance the company demonstrated healthy growth and profitability while prudently investing for product and go-to-market expansion; adoption and monetization of new AI-driven offerings remain a near-term execution watch item.View all QLYS earnings summaries

                    QLYS Revenue Breakdown

                    56.81%56.81%43.19%
                    56.81% Direct
                    43.19% Partner
                    tipranks

                    QLYS Stock 12 Month Forecast

                    Average Price Target

                    $108.54
                    ▲(30.50% Upside)
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