Qualys 경영진
경영진 기준 점검 3/4
Qualys CEO는 Sumedh Thakar, Oct2019 에 임명되었습니다 의 임기는 6.92 년입니다. 총 연간 보상은 $15.95M, 3.9% 급여 및 96.1% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $31.23M 가치에 해당하는 회사 주식의 0.53% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 5.5 년과 6.7 년입니다.
핵심 정보
Sumedh Thakar
최고경영자
US$15.9m
총 보수
| CEO 급여 비율 | 3.86% |
| CEO 재임 기간 | 6.9yrs |
| CEO 지분 보유율 | 0.5% |
| 경영진 평균 재임 기간 | 5.5yrs |
| 이사회 평균 재임 기간 | 6.7yrs |
최근 경영진 업데이트
Recent updates
내러티브 업데이트 • 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
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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 보수 분석
| 날짜 | 총 보수 | 급여 | 회사 수익 |
|---|---|---|---|
| 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 |
보상 대 시장: Sumedh의 총 보수(USD15.95M)는 US 시장에서 비슷한 규모 기업의 평균(USD8.42M)보다 높습니다.
보상과 수익: Sumedh의 보상은 지난 1년 동안 회사 실적과 일치했습니다.
CEO
Sumedh Thakar (50 yo)
6.9yrs
재임 기간
US$15,947,158
보수
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...
리더십 팀
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| 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 | 데이터 없음 | 데이터 없음 | |
| Chief Information Officer | 1.6yrs | 데이터 없음 | 데이터 없음 | |
| Vice President of Investor Relations & Corporate Development | no data | 데이터 없음 | 데이터 없음 | |
| Director of Global Corporate Communications | no data | 데이터 없음 | 데이터 없음 | |
| Chief Marketing Officer | 1.2yrs | 데이터 없음 | 데이터 없음 | |
| Executive Vice President of Global Sales & Strategic Alliances | 1.7yrs | 데이터 없음 | 데이터 없음 | |
| Chief Human Resource Officer | no data | 데이터 없음 | 데이터 없음 | |
| Chief Product Solutions Officer | 5.5yrs | 데이터 없음 | 데이터 없음 |
5.5yrs
평균 재임 기간
경험이 풍부한 관리: QLYS의 경영진은 노련하고 경험이 풍부합니다(평균 재임 5.5 년).
이사회 구성원
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| President | 5.6yrs | US$15.95m | 0.53% $ 31.2m | |
| Member of Technical Advisory Board | no data | 데이터 없음 | 데이터 없음 | |
| Member of CTO & CISO Advisory Board | 7.2yrs | 데이터 없음 | 데이터 없음 | |
| Member of Technical Advisory Board | no data | 데이터 없음 | 데이터 없음 | |
| Member of Technical Advisory Board | no data | 데이터 없음 | 데이터 없음 | |
| Member of Technical Advisory Board | no data | 데이터 없음 | 데이터 없음 | |
| Member of Technical Advisory Board | no data | 데이터 없음 | 데이터 없음 | |
| Member of Technical Advisory Board | no data | 데이터 없음 | 데이터 없음 | |
| 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
평균 재임 기간
61yo
평균 나이
경험이 풍부한 이사회: QLYS의 이사회는 경험이 있음으로 간주됩니다(평균 재임 6.7 년).
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/09/10 22:48 |
| 종가 | 2026/09/10 00:00 |
| 수익 | 2026/06/30 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
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산업 및 섹터 지표
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분석가 소스
Qualys, Inc.는 43명의 분석가가 다루고 있습니다. 이 중 22명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Jamie Shelton | Arete Research Services LLP |
| Shrenik Kothari | Baird |
| Rahul Chopra | Berenberg |