Qualys マネジメント
マネジメント 基準チェック /34
Qualysの CEO はSumedh Thakarで、 Oct2019年に任命され、 の在任期間は 6.92年です。 の年間総報酬は$ 15.95Mで、 3.9%給与と96.1%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の0.53%を直接所有しており、その価値は$ 31.23M 。経営陣と取締役会の平均在任期間はそれぞれ5.5年と6.7年です。
主要情報
Sumedh Thakar
最高経営責任者
US$15.9m
報酬総額
| CEO給与比率 | 3.86% |
| CEO在任期間 | 6.9yrs |
| CEOの所有権 | 0.5% |
| 経営陣の平均在職期間 | 5.5yrs |
| 取締役会の平均在任期間 | 6.7yrs |
経営陣の近況
Recent updates
ナラティブ更新 • Sep 03
QLYS: Rising AI Urgency Will Heighten Execution Risk For Future Returns
The analyst price target for Qualys has been raised from about $85 to about $113 as analysts point to stronger perceived competitive positioning, solid Q2 execution in areas like exposure management and remediation, and updated models that reflect their views on cybersecurity demand and Mythos related urgency. Analyst Commentary Recent research on Qualys points to a split view among Wall Street firms.Seeking Alpha • Aug 29
Qualys' Promising Pipeline Could Justify Premium If Growth Accelerates
Summary Qualys delivered Q2 2026 results above consensus, maintaining solid revenue growth, expanding margins, and robust cash generation. QLYS benefits from GenAI-driven threat complexity, a healthy pipeline, and the launch of QFlex, supporting improved net dollar retention and customer wallet share. Management raised FY26 revenue guidance by 1.5% and EPS by 3.6%, reflecting confidence in pipeline conversion and operational execution. While QLYS trades at a premium EV/sales multiple versus peers, high profitability, disciplined capital allocation, and accelerating growth justify my bullish outlook. Read the full article on Seeking Alpha
ナラティブ更新 • Aug 20
QLYS: AI Security Demand And Remediation Strength Will Face Ongoing Execution Risks
Analysts have raised the Qualys fair value estimate from about $113.91 to about $171.74. This change reflects higher Street price targets that reference solid Q2 execution, perceived competitive gains in exposure and threat management, and growing interest in the company’s remediation capabilities.
ナラティブ更新 • Aug 06
QLYS: AI Security And Remediation Demand Will Drive Future Repricing
Qualys' analyst price target in this update moves to $220 from a prior fair value estimate of $183.26, with analysts pointing to stronger Q2 execution, improving competitive positioning, and growing demand for its exposure and remediation solutions as key supports for the higher valuation assumptions. Analyst Commentary Recent research updates on Qualys point to a clear shift toward more constructive sentiment, with many bullish analysts citing stronger Q2 execution, improving competitive footing, and traction in exposure and remediation offerings as key drivers behind higher valuation assumptions.ナラティブ更新 • Jul 23
QLYS: AI Security Demand Will Support Vulnerability Remediation And Cyber Consolidation
Analysts have increased their fair value estimate for Qualys to $183.26 from $167.46, reflecting higher price targets tied to expectations for ongoing demand in AI related security, vulnerability management and broader cyber consolidation themes. Analyst Commentary Recent Street research on Qualys points to a more constructive tone, with several bullish analysts lifting price targets and, in some cases, upgrading their ratings as they reassess the company in light of demand for AI related security and vulnerability management.ナラティブ更新 • Jul 09
QLYS: AI Driven Vulnerability Demand Will Not Offset Execution Risk
For Qualys, the analyst fair value estimate has shifted from $107.39 to $113.91 as analysts factor in higher price targets linked to growing interest in vulnerability management and expectations for increased cybersecurity spending. Analyst Commentary Recent Street research on Qualys highlights a mix of optimism around its position in vulnerability management and caution around execution and valuation, giving you a range of viewpoints to weigh against the updated fair value estimate.ナラティブ更新 • Jun 25
QLYS: Execution Risks And AI Uncertainty Will Pressure Future Risk Reward Profile
Qualys' analyst price targets have been revised lower by multiple firms, with cuts ranging from $1 to $55, as analysts reassess the stock using slightly higher discount rate assumptions and updated views on growth, margins, and future P/E levels. Analyst Commentary Recent Street research on Qualys points to a clear tilt toward more cautious views, with several bearish analysts cutting price targets by amounts ranging from low single digits to more substantial double digit adjustments.分析記事 • Jun 16
Qualys (QLYS) Stock Valuation Check After Recent Rebound And DCF Discount
Qualys (QLYS) has drawn investor attention after recent price moves, with the stock up about 27% over the past month and about 21% over the past 3 months from its recent levels. See our latest analysis for Qualys. Despite the recent momentum, with a 30 day share price return of 27.36% and a 90 day share price return of 20.58%, Qualys still has a year to date share price return decline of 12.49% and a 1 year total shareholder return decline of 17.66%. Recent gains are rebuilding after a weaker...ナラティブ更新 • Jun 10
QLYS: AI Resilient Risk Prioritization And Guidance Updates Will Support EPS Durability
Analysts have trimmed their overall price target on Qualys by $26, reflecting a series of target reductions from multiple firms, partially offset by a smaller $5 increase, as they reassess the stock using slightly higher discount rate and future P/E assumptions. Analyst Commentary Recent research activity around Qualys shows a clear tilt toward more cautious views, with several firms trimming their price targets and one major bank modestly lifting its target.ナラティブ更新 • May 27
QLYS: Sector Pullback And Execution Concerns Will Pressure Future Remediation Upside
Analysts have reduced their blended price target on Qualys by adjusting revenue growth expectations and P/E assumptions. This has led to an updated target that is $26 lower than before, with analysts citing recent sector pullbacks and company specific concerns in their rationale.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...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 AlphaCEO報酬分析
| 日付 | 総報酬 | 給与 | 会社業績 |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | US$207m |
| Mar 31 2026 | n/a | n/a | US$201m |
| Dec 31 2025 | US$16m | US$616k | US$198m |
| Sep 30 2025 | n/a | n/a | US$189m |
| Jun 30 2025 | n/a | n/a | US$185m |
| Mar 31 2025 | n/a | n/a | US$181m |
| Dec 31 2024 | US$16m | US$602k | US$174m |
| Sep 30 2024 | n/a | n/a | US$170m |
| Jun 30 2024 | n/a | n/a | US$171m |
| Mar 31 2024 | n/a | n/a | US$162m |
| Dec 31 2023 | US$8m | US$558k | US$152m |
| Sep 30 2023 | n/a | n/a | US$139m |
| Jun 30 2023 | n/a | n/a | US$120m |
| Mar 31 2023 | n/a | n/a | US$112m |
| Dec 31 2022 | US$11m | US$550k | US$108m |
| Sep 30 2022 | n/a | n/a | US$101m |
| Jun 30 2022 | n/a | n/a | US$102m |
| Mar 31 2022 | n/a | n/a | US$96m |
| Dec 31 2021 | US$9m | US$502k | US$71m |
| Sep 30 2021 | n/a | n/a | US$73m |
| Jun 30 2021 | n/a | n/a | US$68m |
| Mar 31 2021 | n/a | n/a | US$73m |
| Dec 31 2020 | US$8m | US$383k | US$92m |
| Sep 30 2020 | n/a | n/a | US$88m |
| Jun 30 2020 | n/a | n/a | US$85m |
| Mar 31 2020 | n/a | n/a | US$75m |
| Dec 31 2019 | US$7m | US$335k | US$69m |
報酬と市場: Sumedhの 総報酬 ($USD 15.95M ) は、 US市場 ($USD 8.42M ) の同規模の企業の平均を上回っています。
報酬と収益: Sumedhの報酬は、過去 1 年間の会社の業績と一致しています。
CEO
Sumedh Thakar (50 yo)
6.9yrs
在職期間
US$15,947,158
報酬
Mr. Sumedh S. Thakar serves as Chief Executive Officer at Qualys, Inc. since 2021 and has been its President since October 24, 2019 and serves as its Director since February 2021. He had been Interim Chief...
リーダーシップ・チーム
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| President | 6.9yrs | US$15.95m | 0.53% $ 31.2m | |
| CFO & Principal Accounting Officer | 6.3yrs | US$6.86m | 0.053% $ 3.1m | |
| Chief Legal Officer & Secretary | 14.3yrs | US$4.23m | 0.079% $ 4.6m | |
| Chief Technology Officer of Enterprise TruRisk Platform | no data | データなし | データなし | |
| Chief Information Officer | 1.6yrs | データなし | データなし | |
| Vice President of Investor Relations & Corporate Development | no data | データなし | データなし | |
| Director of Global Corporate Communications | no data | データなし | データなし | |
| Chief Marketing Officer | 1.2yrs | データなし | データなし | |
| Executive Vice President of Global Sales & Strategic Alliances | 1.7yrs | データなし | データなし | |
| Chief Human Resource Officer | no data | データなし | データなし | |
| Chief Product Solutions Officer | 5.5yrs | データなし | データなし |
5.5yrs
平均在職期間
経験豊富な経営陣: QLYSの経営陣は経験豊富で経験豊富です（平均在職期間は5.5年）。
取締役
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| President | 5.6yrs | US$15.95m | 0.53% $ 31.2m | |
| Member of Technical Advisory Board | no data | データなし | データなし | |
| Member of CTO & CISO Advisory Board | 7.2yrs | データなし | データなし | |
| Member of Technical Advisory Board | no data | データなし | データなし | |
| Member of Technical Advisory Board | no data | データなし | データなし | |
| Member of Technical Advisory Board | no data | データなし | データなし | |
| Member of Technical Advisory Board | no data | データなし | データなし | |
| Member of Technical Advisory Board | no data | データなし | データなし | |
| Independent Chair | 16.7yrs | US$348.08k | 0.045% $ 2.7m | |
| Independent Director | 3.1yrs | US$325.58k | 0.011% $ 619.9k | |
| Independent Director | 13.1yrs | US$315.58k | 0.025% $ 1.5m | |
| Independent Director | 6.3yrs | US$323.08k | 0.012% $ 693.5k |
6.7yrs
平均在職期間
61yo
平均年齢
経験豊富なボード: QLYSの 取締役会 は 経験豊富 であると考えられます ( 6.7年の平均在任期間)。
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/09/10 22:39 |
| 終値 | 2026/09/10 00:00 |
| 収益 | 2026/06/30 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した ご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Qualys, Inc. 22 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。43
| アナリスト | 機関 |
|---|---|
| Jamie Shelton | Arete Research Services LLP |
| Shrenik Kothari | Baird |
| Rahul Chopra | Berenberg |