Qualys (QLYS) Aperçu de l'action
Qualys, Inc. propose une plateforme basée sur le cloud qui fournit des solutions en matière de technologies de l'information (TI), de sécurité et de conformité aux États-Unis et dans le monde entier. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 5/6 |
| Croissance future | 2/6 |
| Performances passées | 4/6 |
| Santé financière | 6/6 |
| Dividendes | 0/6 |
Récompenses
Analyse des risques
Aucun risque n'a été détecté pour QLYS à partir de nos contrôles de risques.
QLYS Community Fair Values
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Analyst Price Targets
Qualys, Inc. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$90.12 |
| Plus haut sur 52 semaines | US$155.47 |
| Plus bas sur 52 semaines | US$74.51 |
| Bêta | 0.58 |
| Variation sur 1 mois | 18.27% |
| Variation sur 3 mois | -18.28% |
| Variation sur 1 an | -34.10% |
| Variation sur 3 ans | -22.14% |
| Variation sur 5 ans | -7.78% |
| Évolution depuis l'introduction en bourse | 536.44% |
Nouvelles et mises à jour récentes
Mise à jour de l'analyse • May 08
QLYS: AI Resilient Remediation Focus Will Support Future EPS Durability
Qualys' updated fair value estimate has shifted from about $136 to $107, as analysts recalibrated price targets in light of recent sectorwide target cuts and slightly lower assumptions for long term margins and P/E multiples, even as some still highlight the stock's focus on remediation and patching as a relative strength within cybersecurity. Analyst Commentary Recent research on Qualys reflects a mix of caution and selective optimism, with multiple firms revisiting price targets and ratings as they reassess both sector risks and the company’s positioning in cybersecurity and AI related headlines.Seeking Alpha • Apr 27
Qualys: Generative AI Agent Proliferation Drives Rising Demand
Summary Qualys is undeniably well financed, with no debt and a cash war chest of nearly $700 million, relative to its $3 billion market capitalization. Qualys has demonstrated a long history of disciplined profitability and methodical platform expansion, balancing revenue growth with high margins and robust operating and free cash flow generation. Large swaths of the Qualys customer base come from highly regulated sectors such as finance and healthcare, which maintain regulatory statutes that demand the use of third-party vulnerability management providers. The proliferation of generative A.I. agents creates more openings for bad actors to exploit insecure software and appears likely to increase the number of devices that companies will need to monitor. Read the full article on Seeking Alpha
Mise à jour de l'analyse • Apr 24
QLYS: AI Security Headlines Will Likely Temper But Not Disrupt Core Remediation
Qualys fair value estimate is updated to $85 from $113, reflecting analysts' lower price targets across the sector while still citing the company as relatively insulated by its focus on remediation and patching capabilities in the context of recent AI driven cybersecurity headlines. Analyst Commentary Street research around Qualys in recent weeks has centered on two themes: the impact of new AI coding security tools on cybersecurity valuations and how resilient Qualys may be given its emphasis on remediation and patching.Recent updates
Mise à jour de l'analyse • May 08
QLYS: AI Resilient Remediation Focus Will Support Future EPS Durability
Qualys' updated fair value estimate has shifted from about $136 to $107, as analysts recalibrated price targets in light of recent sectorwide target cuts and slightly lower assumptions for long term margins and P/E multiples, even as some still highlight the stock's focus on remediation and patching as a relative strength within cybersecurity. Analyst Commentary Recent research on Qualys reflects a mix of caution and selective optimism, with multiple firms revisiting price targets and ratings as they reassess both sector risks and the company’s positioning in cybersecurity and AI related headlines.Seeking Alpha • Apr 27
Qualys: Generative AI Agent Proliferation Drives Rising Demand
Summary Qualys is undeniably well financed, with no debt and a cash war chest of nearly $700 million, relative to its $3 billion market capitalization. Qualys has demonstrated a long history of disciplined profitability and methodical platform expansion, balancing revenue growth with high margins and robust operating and free cash flow generation. Large swaths of the Qualys customer base come from highly regulated sectors such as finance and healthcare, which maintain regulatory statutes that demand the use of third-party vulnerability management providers. The proliferation of generative A.I. agents creates more openings for bad actors to exploit insecure software and appears likely to increase the number of devices that companies will need to monitor. Read the full article on Seeking AlphaMise à jour de l'analyse • Apr 24
QLYS: AI Security Headlines Will Likely Temper But Not Disrupt Core Remediation
Qualys fair value estimate is updated to $85 from $113, reflecting analysts' lower price targets across the sector while still citing the company as relatively insulated by its focus on remediation and patching capabilities in the context of recent AI driven cybersecurity headlines. Analyst Commentary Street research around Qualys in recent weeks has centered on two themes: the impact of new AI coding security tools on cybersecurity valuations and how resilient Qualys may be given its emphasis on remediation and patching.Mise à jour de l'analyse • Apr 09
QLYS: AI Resilience And Evidence Based Risk Remediation Will Support EPS Outlook
The analyst price target for Qualys is updated from $143.24 to $135.91 as analysts factor in a lower future P/E assumption of 25.5x and moderated revenue growth expectations at 7.22%, partly offset by a higher projected profit margin of 27.19% and views that AI coding assistants do not replace core security platforms. Analyst Commentary Recent research notes around Qualys focus heavily on how new AI security tools, such as Anthropic's Claude Code Security and related offerings, might influence demand for traditional cybersecurity platforms and the valuation investors are willing to pay.Mise à jour de l'analyse • Mar 25
QLYS: AI Budget Headlines Will Likely Underscore Core Risk Remediation Strength
Analysts have reduced their price targets on Qualys by $4 to $10 while maintaining a fair value estimate of $113, citing evolving views on AI related competitive headlines and the company’s positioning within cybersecurity budgets. Analyst Commentary Recent Street research around AI related headlines has created a split view for Qualys.
Mise à jour de l'analyse • Mar 10
QLYS: AI Headline Volatility Will Support Remediation-Focused Cybersecurity Demand
The Analyst Price Target for Qualys has been revised lower by about $5 to reflect updated assumptions on growth, profitability, discount rate, and future P/E, as analysts weigh new AI related competitive headlines against views that core security platforms and Qualys remediation focus remain structurally relevant. Analyst Commentary Recent research updates around Anthropic's Claude Code Security have added noise to cybersecurity stocks, including Qualys, but several bullish analysts see the headlines as more of a sentiment swing than a change in underlying demand for core security platforms.Mise à jour de l'analyse • Feb 24
QLYS: AI Headline Pressure Will Likely Reinforce Core Security Importance
Analysts have trimmed their Qualys price targets by $4 to $10 per share, reflecting slightly higher discount rate and revenue growth assumptions as they weigh new AI code security tools against views that core security platforms, and Qualys in particular, remain structurally important and relatively insulated within vulnerability management. Analyst Commentary Recent Street research around Qualys centers on how new AI code security tools, such as Anthropic's Claude Code Security and OpenAI's Aardvark, might influence demand for traditional security platforms.Article d'analyse • Feb 12
Qualys' (NASDAQ:QLYS) Earnings May Just Be The Starting Point
Investors were underwhelmed by the solid earnings posted by Qualys, Inc. ( NASDAQ:QLYS ) recently. We have done some...Mise à jour de l'analyse • Feb 09
QLYS: Recent Price Target Cuts Will Likely Temper Richness Of Current Pricing
The analyst price target for Qualys has been revised from $117 to $113, as analysts factor in updated assumptions around revenue growth, profit margins, and future P/E multiples following a series of recent price target reductions across the Street. Analyst Commentary Bearish analysts have been trimming their price targets on Qualys in a series of moves that collectively point to more cautious expectations around the stock.Mise à jour de l'analyse • Jan 25
QLYS: Recent Execution Strength Will Likely Fail To Justify Rich Pricing
Analysts have raised their fair value estimate for Qualys from $110.71 to $117.00, citing recent upward price target revisions, solid Q3 execution with accelerating billings and record operating margins, and five consecutive quarters of guidance outperformance that support expectations for a stronger growth outlook. Analyst Commentary Recent commentary has shifted from outright skepticism to a more balanced, wait and see stance.Article d'analyse • Jan 14
Do Qualys' (NASDAQ:QLYS) Earnings Warrant Your Attention?
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Mise à jour de l'analyse • Jan 09
QLYS: Execution Gains And Buybacks Will Support Balanced EPS Outlook
Analysts have nudged their fair value estimate for Qualys slightly higher to about $143, supported by recent Street research highlighting solid Q3 execution, accelerating billings growth, record operating margin and five straight quarters of upside to quarterly guidance as reasons for a higher $135 price target. Analyst Commentary Bullish Takeaways Bullish analysts point to accelerating billings growth as a key support for the higher fair value estimate, seeing it as evidence that underlying demand is backing recent valuation moves.Mise à jour de l'analyse • Dec 17
QLYS: Premium Cybersecurity Valuation Will Likely Struggle As Competitive Pressures Mount
Analysts have raised their price target on Qualys by about $5 to reflect an improved revenue growth outlook and consistent outperformance against quarterly guidance, even as they modestly increase the discount rate and trim long term profitability and valuation assumptions. Analyst Commentary While the latest price target increase reflects stronger near term execution, some bearish analysts remain cautious about the durability of Qualys' growth trajectory and its valuation relative to peers.Mise à jour de l'analyse • Dec 03
QLYS: Improving Execution And Buybacks Will Support Durable EPS Performance
Analysts have modestly raised their price target on Qualys to $135 from $115, citing accelerating billings growth, record operating margins, and five consecutive quarters of guidance outperformance as evidence of improved execution and a more durable growth outlook. Analyst Commentary Analysts interpret the recent upgrade and price target increase as a signal that execution risk has moderated and that valuation now better reflects Qualys' improving fundamentals.Mise à jour de l'analyse • Nov 19
QLYS: Improving Execution Will Support Continued Outperformance Amid Market Opportunities
Analysts have raised their price target on Qualys, increasing it from $141.02 to $142.56. They cite improving execution and accelerating billings growth as key factors behind a more positive outlook.Article d'analyse • Sep 11
Qualys, Inc.'s (NASDAQ:QLYS) Intrinsic Value Is Potentially 29% Above Its Share Price
Key Insights Qualys' estimated fair value is US$170 based on 2 Stage Free Cash Flow to Equity Qualys is estimated to be...Article d'analyse • Aug 08
Qualys, Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year
NasdaqGS:QLYS 1 Year Share Price vs Fair Value Explore Qualys's Fair Values from the Community and select yours Qualys...Article d'analyse • Aug 04
Qualys (NASDAQ:QLYS) Knows How To Allocate Capital Effectively
What are the early trends we should look for to identify a stock that could multiply in value over the long term...Article d'analyse • May 17
Calculating The Intrinsic Value Of Qualys, Inc. (NASDAQ:QLYS)
Key Insights The projected fair value for Qualys is US$160 based on 2 Stage Free Cash Flow to Equity Qualys' US$137...Article d'analyse • Apr 29
We Like Qualys' (NASDAQ:QLYS) Returns And Here's How They're Trending
What trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...Seeking Alpha • Apr 23
Qualys Improves Profitable Growth From Partner Program And International (Upgrade)
Summary Qualys' stock price has declined since February 2025, but improved partner channel focus and international growth lead me to upgrade it to a Hold rating. Despite a sliding revenue growth rate, Qualys shows profitability improvements, strong international growth, and a clean balance sheet with zero debt. Risks include potential negative impacts from U.S. tariff policies and lagging direct sales efforts, but share buybacks and profitability support the stock price. The company appears to be in a profitable growth sweet spot, so my outlook on QLYS is a Hold. Read the full article on Seeking AlphaSeeking Alpha • Feb 14
Qualys: Promising Enterprise Offerings Could Unlock Future Growth
Summary I maintain my buy rating for Qualys, projecting a 9% upside with a conservative 1-year price target of $150 per share. QLYS has shown improved profit margins and operating cash flow, despite a slowdown in revenue growth, and continues robust share repurchase activities. QLYS' ETM and ROC solutions are poised to capitalize on enterprise vendor-consolidation trends, potentially driving longer-term adoption and international growth. Risks include potential delays in deal closures and increased sales and marketing expenses, but overall risk appears minimal with disciplined growth maintained. Read the full article on Seeking AlphaArticle d'analyse • Jan 20
Should You Be Adding Qualys (NASDAQ:QLYS) To Your Watchlist Today?
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Article d'analyse • Jan 01
Qualys (NASDAQ:QLYS) Is Very Good At Capital Allocation
What are the early trends we should look for to identify a stock that could multiply in value over the long term...Seeking Alpha • Nov 27
Qualys: The Easy Gains Were Already Made (Rating Downgrade)
Summary Qualys' strong Q3 earnings, raised guidance, and potential sale news drove the stock up significantly, but I'm downgrading it to Hold as its valuation isn't as attractive anymore. The company still has strong profitability (although profitability has fallen a bit) and a debt-free balance sheet. Qualys' net dollar expansion rate improved to 103%, signaling a potential end to the downward trend, but management expects no material improvements in Q4. Investors with short-term horizons should consider booking quick gains, while long-term investors might want to hold but avoid additional purchases due to valuation concerns. I don't see any indication that a sale of the company will happen. If a deal falls through, Qualys stock may fall as well, which is another reason why it may not be worth buying right now. Read the full article on Seeking AlphaArticle d'analyse • Nov 23
What Qualys, Inc.'s (NASDAQ:QLYS) 26% Share Price Gain Is Not Telling You
Qualys, Inc. ( NASDAQ:QLYS ) shareholders have had their patience rewarded with a 26% share price jump in the last...Article d'analyse • Oct 05
What Qualys, Inc.'s (NASDAQ:QLYS) P/E Is Not Telling You
Qualys, Inc.'s ( NASDAQ:QLYS ) price-to-earnings (or "P/E") ratio of 27.4x might make it look like a sell right now...Article d'analyse • Sep 17
Under The Bonnet, Qualys' (NASDAQ:QLYS) Returns Look Impressive
If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...Seeking Alpha • Sep 17
Qualys Stock: The Cybersecurity Compounder No One Is Talking About
Summary Qualys, a cybersecurity company, is down 39% from its all-time high but remains a solid long-term investment due to its superb business characteristics. Despite headwinds like slowing revenue growth, reduced guidance, and a falling net dollar expansion rate, QLYS's steady growth, high profitability, and strong balance sheet make it compelling. The cybersecurity market is expanding, and the Company is a key player, ensuring its long-term growth potential remains intact. With its recent pullback, Qualys is now a reasonably priced compounder, prompting a Buy rating. Read the full article on Seeking Alpha
Nouvelle analyse • Aug 31
Leveraging Cybersecurity Innovation And Expanding Market Reach Fuels Growth
Leveraging automation and standardizing security platforms suggest a positive impact on revenue growth for Qualys due to potential demand for integrated solutions.Rendement pour les actionnaires
| QLYS | US Software | US Marché | |
|---|---|---|---|
| 7D | -2.2% | 0.2% | 1.5% |
| 1Y | -34.1% | -11.5% | 25.5% |
Rendement vs Industrie: QLYS a sous-performé le secteur US Software qui a rapporté -11.5 % au cours de l'année écoulée.
Rendement vs marché: QLYS a sous-performé le marché US qui a rapporté 25.5 % au cours de l'année écoulée.
Volatilité des prix
| QLYS volatility | |
|---|---|
| QLYS Average Weekly Movement | 7.7% |
| Software Industry Average Movement | 9.6% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.0% |
| 10% least volatile stocks in US Market | 3.2% |
Cours de l'action stable: QLYS n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de QLYS ( 8% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1999 | 2,683 | Sumedh Thakar | www.qualys.com |
Qualys, Inc. propose une plateforme basée sur le cloud qui fournit des solutions en matière de technologies de l'information (TI), de sécurité et de conformité aux États-Unis et à l'international. La société propose Qualys Cloud Apps, qui comprend la gestion des actifs de cybersécurité, la gestion des risques d'entreprise, la gestion, la détection et la réponse aux vulnérabilités, la sécurité totale des applications, la gestion des correctifs, l'évaluation et la remédiation personnalisées, la détection et la réponse multi-vectorielle des points d'extrémité, l'audit des politiques et la surveillance de l'intégrité des fichiers. Elle propose TotalCloud, une plateforme de protection des applications orientée cloud, qui comprend la protection des charges de travail cloud, la détection et la réponse cloud, la gestion de la posture de sécurité cloud, l'infrastructure en tant que code, la gestion de la posture de sécurité SaaS, la gestion de l'infrastructure cloud et des droits, ainsi que la sécurité Kubernetes et des conteneurs.
Qualys, Inc. Résumé des fondamentaux
| QLYS statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$3.22b |
| Bénéfices(TTM) | US$201.43m |
| Recettes(TTM) | US$684.86m |
15.8x
Ratio P/E4.6x
Ratio P/SLe site QLYS est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| QLYS compte de résultat (TTM) | |
|---|---|
| Recettes | US$684.86m |
| Coût des recettes | US$115.21m |
| Marge brute | US$569.66m |
| Autres dépenses | US$368.23m |
| Les revenus | US$201.43m |
Derniers bénéfices déclarés
Mar 31, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | 5.72 |
| Marge brute | 83.18% |
| Marge bénéficiaire nette | 29.41% |
| Ratio dettes/capitaux propres | 0% |
Quelles ont été les performances à long terme de QLYS?
Voir les performances historiques et les comparaisonsAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/12 06:20 |
| Cours de l'action en fin de journée | 2026/05/12 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Qualys, Inc. est couverte par 46 analystes. 23 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Jamie Shelton | Arete Research Services LLP |
| Shrenik Kothari | Baird |
| Rahul Chopra | Berenberg |