Buy Or Sell Opportunity • 2h
Now 20% undervalued Over the last 90 days, the stock has risen 116% to US$187. The fair value is estimated to be US$235, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.5% over the last 3 years. Earnings per share has grown by 16%. For the next 3 years, revenue is forecast to grow by 7.0% per annum. Earnings are also forecast to grow by 3.7% per annum over the same time period. Valuation Update With 7 Day Price Move • Aug 11
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to US$188, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 17x in the Software industry in the US. Total returns to shareholders of 26% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$235 per share. Reported Earnings • Aug 05
Second quarter 2026 earnings released Second quarter 2026 results: Net income: (down US$47.3m from profit in 2Q 2025). Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth. Price Target Changed • Aug 05
Price target increased by 32% to US$172 Up from US$131, the current price target is an average from 18 analysts. New target price is 6.3% below last closing price of US$183. Stock is up 41% over the past year. The company is forecast to post earnings per share of US$5.74 for next year compared to US$5.49 last year. Recent Insider Transactions Derivative • Aug 04
CFO & Principal Accounting Officer notifies of intention to sell stock Joo Mi Kim intends to sell 3k shares in the next 90 days after lodging an Intent To Sell Form on the 3rd of August. If the sale is conducted around the recent share price of US$145, it would amount to US$385k. Joo Mi currently holds less than 1% of total shares outstanding. Company insiders have collectively sold US$6.1m more than they bought, via options and on-market transactions in the last 12 months. Announcement • Aug 03
Qualys Launches InstaScan Powered By Agent Insta Within Qualys Enterprise TruRisk Management Qualys, Inc. announced InstaScan, powered by Agent Insta, a new capability within Qualys Enterprise TruRisk Management (ETM) that closes the gap between vulnerability disclosure and detection by transforming the asset telemetry organizations already collect into continuous exposure visibility. InstaScan introduces scanless scanning, an innovative, autonomous vulnerability management capability within Qualys ETM. Powered by Agent Insta, a cyber risk agent leveraging AI to continuously monitor newly published vendor security advisories and threat intelligence from Qualys and trusted third-party sources, Agent Insta correlates emerging vulnerabilities with an organization's live inventory, telemetry and threat intelligence. It automatically identifies impacted assets and surfaces trusted detections within minutes. Across its initial set of supported technologies, InstaScan covers 90 percent of detections within minutes. InstaScan powered by Agent Insta helps to: Detect at the speed of disclosure—New vulnerabilities become visible within minutes of advisory publication which closes the exposure window before attackers can exploit them. Outpace the AI-accelerated threat landscape — Detection is triggered by new advisories and asset changes rather than fixed scan schedules, keeping exposure data continuously current and enabling remediation to begin while legacy scan windows are still waiting to open. Power autonomous defense — AI-normalized, confidence-scored detections provide trusted signals that downstream prioritization, validation and remediation workflows can immediately act on, accelerating the path from vulnerability disclosure to risk reduction. InstaScan is the intelligence layer that powers continuous vulnerability detection across the Qualys platform. It correlates newly published advisories with the platform's existing inventory, exposure data and threat telemetry to deliver confidence-scored detections within minutes of disclosure. As the first step in a broader agent-driven detection-to-remediation workflow, InstaScan provides TruRisk with intelligence for more accurate prioritization, while giving validation and remediation workflows a trusted signal to act immediately. The result is a faster path from vulnerability disclosure to risk reduction. InstaScan is now available within Qualys ETM. Live News • Jul 30
Qualys Unveils TotalAI Upgrades for Enterprise AI Risk and Compliance Management Qualys announced new AI governance and risk management capabilities in its TotalAI platform, built on the Enterprise TruRisk Platform, to help enterprises discover, test, monitor and govern AI risk from design through to production while aligning with new safe AI usage policies in the U.S. and EU.
The new tools aim to give CISOs end-to-end visibility over AI agents and models, allow them to test for vulnerabilities before deployment, and document governance effectiveness for compliance purposes.
Qualys shares trade at US$135.13, with the stock up 52.6% over the past 90 days.
This update places Qualys more directly in the path of rising AI compliance and security spending. The main opportunity is deeper engagement with large enterprises that now face stricter AI rules, while the key risk is execution against emerging competitors in AI governance and the pace at which customers adopt these expanded capabilities. Announcement • Jul 29
Qualys Announces New Capabilities in TotalAI for Enterprise Ai Security and Governance Qualys announced new capabilities in TotalAI, built on the Qualys Enterprise TruRisk Platform, to empower organizations to discover, test, monitor, and govern enterprise AI risk from design to production. TotalAI provides enterprise CISOs with robust AI governance and risk management capabilities that satisfy new policy requirements around safe AI use in the U.S. and EU. TotalAI provides enterprises with end-to-end AI security: Gain total visibility into AI use — Discover shadow AI, cloud AI services, AI agents, models, MCP servers, AI containers, and browser-based AI, so teams know where AI runs across the enterprise and who owns the risk. Govern agentic AI, models and integrations end to end — See and control the tool calls AI agents make over MCP, so an agent's reach can be contained if needed. Kernel-level (eBPF) instrumentation reveals what AI workloads execute on servers, delivering visibility that scanners and logs can't provide. Prove governance is working — Give security, engineering, and governance, risk, and compliance (GRC) teams audit-ready evidence of what AI exists, the severity and impact of any issues, and a TruRisk-based prioritization plan of what to fix first. Shift AI security left — Find AI vulnerabilities, misconfigurations, and exposed secrets earlier, in code and pipelines. Test models for prompt injection, jailbreaks, and unsafe output before they reach production. Go beyond posture to adversarial testing — TotalAI red-teams both LLMs (prompt injection, jailbreaks) and MCP servers (tool poisoning, SSRF, rug-pull), mapped to the OWASP LLM & MCP Top 10 and the EU AI Act. While most tools govern MCP access, TotalAI scans the MCP server itself. TotalAI is generally available. Valuation Update With 7 Day Price Move • Jul 23
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to US$134, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 15x in the Software industry in the US. Total loss to shareholders of 2.4% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$156 per share. Announcement • Jul 21
Qualys, Inc. to Report Q2, 2026 Results on Aug 04, 2026 Qualys, Inc. announced that they will report Q2, 2026 results After-Market on Aug 04, 2026 Price Target Changed • Jul 19
Price target increased by 7.3% to US$122 Up from US$114, the current price target is an average from 18 analysts. New target price is 23% below last closing price of US$159. Stock is up 14% over the past year. The company is forecast to post earnings per share of US$5.55 for next year compared to US$5.49 last year. Price Target Changed • Jul 07
Price target increased by 7.4% to US$114 Up from US$106, the current price target is an average from 18 analysts. New target price is 28% below last closing price of US$158. Stock is up 6.6% over the past year. The company is forecast to post earnings per share of US$5.55 for next year compared to US$5.49 last year. Buy Or Sell Opportunity • Jul 06
Now 27% overvalued after recent price rise Over the last 90 days, the stock has risen 79% to US$158. The fair value is estimated to be US$125, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 18%. For the next 3 years, revenue is forecast to grow by 6.5% per annum. Earnings are also forecast to grow by 3.4% per annum over the same time period. Recent Insider Transactions • Jul 01
President recently sold US$1.2m worth of stock On the 26th of June, Sumedh Thakar sold around 10k shares on-market at roughly US$120 per share. This transaction amounted to 7.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Sumedh's only on-market trade for the last 12 months. Valuation Update With 7 Day Price Move • Jun 29
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to US$128, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 15x in the Software industry in the US. Negligible returns to shareholders over past three years. Simply Wall St's valuation model estimates the intrinsic value at US$124 per share. Buy Or Sell Opportunity • May 27
Now 21% undervalued Over the last 90 days, the stock has risen 4.9% to US$98.31. The fair value is estimated to be US$125, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 18%. For the next 3 years, revenue is forecast to grow by 6.5% per annum. Earnings are also forecast to grow by 3.6% per annum over the same time period. Valuation Update With 7 Day Price Move • May 20
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to US$101, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 16x in the Software industry in the US. Total loss to shareholders of 18% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$126 per share. Live News • May 15
Qualys Secures FedRAMP High Status for TotalCloud as Guidance Rises on Federal Demand Qualys received FedRAMP High Authorization for its TotalCloud CNAPP solution, extending the FedRAMP High status of the Qualys Government Platform to cloud workloads.
The authorization, sponsored by the U.S. Drug Enforcement Agency, means TotalCloud is now listed on the FedRAMP Marketplace for federal agencies, suppliers and highly regulated industries.
On its Q1 2026 earnings call, management cited solid operational execution and highlighted increased adoption of autonomous remediation and AI-driven security tools, and raised full-year revenue and Adjusted EPS guidance.
FedRAMP High for TotalCloud broadens Qualys’ reach into U.S. federal and other highly regulated customers at a time when the company is already reporting stronger uptake of its automated and AI-based security offerings.
The decision to lift full-year revenue and Adjusted EPS guidance reflects internal confidence in the business trajectory, but investors still need to weigh execution risks in federal sales cycles and competition in cloud security platforms. Reported Earnings • May 06
First quarter 2026 earnings: EPS and revenues exceed analyst expectations First quarter 2026 results: EPS: US$1.42 (up from US$1.30 in 1Q 2025). Revenue: US$175.6m (up 9.8% from 1Q 2025). Net income: US$50.6m (up 6.5% from 1Q 2025). Profit margin: 29% (in line with 1Q 2025). Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 6.2%. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings. Announcement • Apr 23
Qualys, Inc., Annual General Meeting, Jun 10, 2026 Qualys, Inc., Annual General Meeting, Jun 10, 2026. Announcement • Apr 22
Qualys, Inc. to Report Q1, 2026 Results on May 05, 2026 Qualys, Inc. announced that they will report Q1, 2026 results After-Market on May 05, 2026 Valuation Update With 7 Day Price Move • Apr 13
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to US$76.20, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 15x in the Software industry in the US. Total loss to shareholders of 41% over the past three years. Announcement • Mar 23
Qualys, Inc. Launches Agent Val Within Enterprise TruRisk Management Qualys, Inc. launched Agent Val within Enterprise TruRisk Management (ETM) to bring safe, agent-led exploit validation and autonomous risk remediation to the Risk Operations Center (ROC). Agent Val represents a fundamental shift in vulnerability and exposure management from assumption-driven prioritization to evidence-based execution, accelerating response, reducing wasted effort, and delivering measurable reductions to cyber risk. Agent Val, powered by TruConfirm, serves as the agentic AI orchestration layer within ETM. It coordinates and identifies high-risk exposures, validates exploitability in production using business context and asset criticality, and feeds confirmed results directly into ETM to drive prioritized remediation and measurable risk reduction with minimal manual effort, shifting security teams from chasing volume to reducing verified risk. Agent Val enables organizations to: Validate real exploitability – Agent Val analyzes exposure signals across assets and determines what should be validated first based on attacker relevance, business context, and exposure. Then, it uses TruConfirm to safely test exploitability in the live environment, providing evidence-based confirmation of whether an exploit path is open, blocked by controls, or unreachable. The result is a 90%+ reduction in remediation noise, so security teams can stop chasing findings that cannot be exploited. Mitigate confirmed risks – Once risk is confirmed, ETM prioritizes that exposure to the top of the remediation queue and extends response beyond patching deployment with mitigation controls and isolation, where patching is not feasible. This enables targeted mitigation to reduce exposure quickly, resulting in 70% faster time-to-remediate on confirmed exploitable findings and allowing engineering teams to prioritize exposures that matter. Prove Risk Reduction—After mitigation, Agent Val runs validation again using TruConfirm to verify that the exploit path is closed, controls are working and risk has been reduced. With over 1,600 CVEs covered, Agent Val provides unmatched coverage with no new sensor footprint required. Teams now have proven exploitability evidence captured for board reporting to show measurable risk reduction. Agent Val, powered by TruConfirm, is included as part of Qualys ETM and is now generally available. Valuation Update With 7 Day Price Move • Feb 12
Investor sentiment deteriorates as stock falls 18% After last week's 18% share price decline to US$105, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 13x in the Software industry in the US. Total loss to shareholders of 10% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$155 per share. Buy Or Sell Opportunity • Feb 08
Now 29% undervalued after recent price drop Over the last 90 days, the stock has fallen 27% to US$111. The fair value is estimated to be US$155, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.9% over the last 3 years. Earnings per share has grown by 20%. For the next 3 years, revenue is forecast to grow by 6.5% per annum. Earnings are also forecast to grow by 3.4% per annum over the same time period. Reported Earnings • Feb 06
Full year 2025 earnings: EPS exceeds analyst expectations Full year 2025 results: EPS: US$5.49 (up from US$4.72 in FY 2024). Revenue: US$669.1m (up 10% from FY 2024). Net income: US$198.3m (up 14% from FY 2024). Profit margin: 30% (up from 29% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.0%. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings. Announcement • Feb 06
Qualys, Inc. Provides Earnings Guidance for the First Quarter and Full Year of 2026 Qualys, Inc. provided earnings guidance for the first quarter and full year of 2026. For the quarter, the company expects revenues to be in the range of $172.5 million to $174.5 million, representing 8% to 9% growth over the same quarter in 2025. GAAP net income per diluted share is expected to be in the range of $1.29 to $1.36, which assumes an effective income tax rate of 21%. Net income per diluted share estimates are based on approximately 36.0 million weighted average diluted shares outstanding for the quarter.
For the year, the company expects revenues to be in the range of $717.0 million to $725.0 million, representing 7% to 8% growth over 2025. GAAP net income per diluted share is expected to be in the range of $5.20 to $5.48. Net income per diluted share estimates are based on approximately 35.4 million weighted average diluted shares outstanding. Recent Insider Transactions Derivative • Feb 03
CFO & Principal Accounting Officer notifies of intention to sell stock Joo Mi Kim intends to sell 3k shares in the next 90 days after lodging an Intent To Sell Form on the 2nd of February. If the sale is conducted around the recent share price of US$132, it would amount to US$450k. Since March 2025, Joo Mi's direct individual holding has decreased from 40.08k shares to 15.62k. Company insiders have collectively sold US$9.7m more than they bought, via options and on-market transactions in the last 12 months. Announcement • Jan 22
Qualys, Inc. to Report Q4, 2025 Results on Feb 05, 2026 Qualys, Inc. announced that they will report Q4, 2025 results After-Market on Feb 05, 2026 Recent Insider Transactions Derivative • Dec 18
President exercised options and sold US$785k worth of stock On the 15th of December, Sumedh Thakar exercised 7k options at a strike price of around US$25.56 and sold these shares for an average price of US$146 per share. This trade did not impact their existing holding. For the year to December 2018, Sumedh's total compensation was 4% salary and 96% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Sumedh's direct individual holding has decreased from 131.50k shares to 114.58k. Company insiders have collectively sold US$10m more than they bought, via options and on-market transactions in the last 12 months. Recent Insider Transactions Derivative • Dec 03
CFO & Principal Accounting Officer notifies of intention to sell stock Joo Mi Kim intends to sell 21k shares in the next 90 days after lodging an Intent To Sell Form on the 2nd of December. If the sale is conducted around the recent share price of US$143, it would amount to US$3.0m. Since December 2024, Joo Mi's direct individual holding has decreased from 38.87k shares to 38.66k. Company insiders have collectively sold US$10m more than they bought, via options and on-market transactions in the last 12 months. Recent Insider Transactions Derivative • Nov 19
President exercised options and sold US$760k worth of stock On the 14th of November, Sumedh Thakar exercised 7k options at a strike price of around US$25.56 and sold these shares for an average price of US$142 per share. This trade did not impact their existing holding. For the year to December 2018, Sumedh's total compensation was 4% salary and 96% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2024, Sumedh's direct individual holding has increased from 97.54k shares to 116.58k. Company insiders have collectively sold US$10m more than they bought, via options and on-market transactions in the last 12 months. Valuation Update With 7 Day Price Move • Nov 11
Investor sentiment improves as stock rises 25% After last week's 25% share price gain to US$152, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 11x in the Software industry in the US. Total returns to shareholders of 19% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$154 per share. Reported Earnings • Nov 06
Third quarter 2025 earnings: EPS and revenues exceed analyst expectations Third quarter 2025 results: EPS: US$1.40 (up from US$1.26 in 3Q 2024). Revenue: US$169.9m (up 10% from 3Q 2024). Net income: US$50.3m (up 8.9% from 3Q 2024). Profit margin: 30% (in line with 3Q 2024). Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) also surpassed analyst estimates by 27%. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth. Announcement • Nov 04
Qualys, Inc. Appoints Bradford L. Brooks to Its Board of Directors and Will Be on Nominating and Governance Committee Qualys, Inc. announced that Bradford L. Brooks has joined its Board of Directors. Brad, an experienced leader with a background in cybersecurity and SaaS organizations, will be on the Board's nominating and governance committee. Brad is a technology executive with over 30 years of leadership in global technology and cybersecurity. He was most recently CEO of Censys and previously served as president and CEO of OneLogin. His background includes senior roles at DocuSign, Juniper Networks, and Microsoft. An expert in SaaS, AI, and enterprise software, he has served on the boards of ARC Document Solutions and WeTransfer. Brad holds a B.S. in economics from California State University, Chico, and a Master of international management from the Thunderbird School of Global Management. Announcement • Oct 21
Qualys, Inc. to Report Q3, 2025 Results on Nov 04, 2025 Qualys, Inc. announced that they will report Q3, 2025 results After-Market on Nov 04, 2025 Recent Insider Transactions Derivative • Oct 16
President exercised options and sold US$657k worth of stock On the 14th of October, Sumedh Thakar exercised 7k options at a strike price of around US$25.56 and sold these shares for an average price of US$127 per share. This trade did not impact their existing holding. For the year to December 2018, Sumedh's total compensation was 4% salary and 96% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2024, Sumedh's direct individual holding has increased from 97.54k shares to 114.93k. Company insiders have collectively sold US$11m more than they bought, via options and on-market transactions in the last 12 months. Announcement • Oct 15
Qualys, Inc. Expands Enterprise TruRisk Management (ETM) with Built-In Agentic AI Fabric to Include Identity Security, Industry-Specific Threat Prioritization, and Exploit Validation Qualys, Inc. unveiled powerful new capabilities in Qualys Enterprise TruRisk Management (ETM) that strengthen proactive risk management, helping organizations to predict and guard against new and emerging attack vectors in the era of agentic AI. Announced at Qualys' Risk Operations Conference (ROCon) in Houston, the enhancements bolster identity security for both human and non-human identities, improve predictive threat analysis, and provide confirmation of an exposure's exploitability safely, allowing security teams to anticipate and predict cyber risk before a breach happens. The adoption of AI has increased the volume and complexity of attacks, while fueling a surge in non-human and autonomous identities that security teams must manage. As a result, many security teams are stretched thin, struggling to prioritize and respond effectively. Organizations need a proactive, intelligence-driven approach to breach prevention, tailored to their unique risk profile. Qualys ETM delivers this by aligning Identity Risk Posture Management, contextual threat intelligence for prioritization, and exposure exploitability validation with a unified Risk Operation Center (ROC) framework, enabling provable risk reduction at enterprise scale. When combined with TruLens, TruConfirm ensures that remediation efforts are laser-focused on exposures that meaningfully reduce incident likelihood now. Buy Or Sell Opportunity • Sep 30
Now 21% undervalued after recent price drop Over the last 90 days, the stock has fallen 8.1% to US$132. The fair value is estimated to be US$168, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 24%. For the next 3 years, revenue is forecast to grow by 6.4% per annum. Earnings are also forecast to grow by 2.6% per annum over the same time period. Recent Insider Transactions Derivative • Sep 18
President exercised options and sold US$694k worth of stock On the 15th of September, Sumedh Thakar exercised 7k options at a strike price of around US$25.56 and sold these shares for an average price of US$132 per share. This trade did not impact their existing holding. For the year to December 2018, Sumedh's total compensation was 4% salary and 96% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2024, Sumedh's direct individual holding has increased from 97.54k shares to 116.90k. Company insiders have collectively sold US$11m more than they bought, via options and on-market transactions in the last 12 months. Buy Or Sell Opportunity • Sep 02
Now 21% undervalued after recent price drop Over the last 90 days, the stock has fallen 3.3% to US$134. The fair value is estimated to be US$169, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 24%. For the next 3 years, revenue is forecast to grow by 6.4% per annum. Earnings are also forecast to grow by 2.6% per annum over the same time period. Recent Insider Transactions • Aug 27
Independent Director recently sold US$520k worth of stock On the 22nd of August, John Zangardi sold around 4k shares on-market at roughly US$135 per share. This transaction amounted to 42% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$919k more than they bought in the last 12 months. Recent Insider Transactions Derivative • Aug 17
President exercised options and sold US$677k worth of stock On the 14th of August, Sumedh Thakar exercised 7k options at a strike price of around US$25.56 and sold these shares for an average price of US$130 per share. This trade did not impact their existing holding. For the year to December 2018, Sumedh's total compensation was 4% salary and 96% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since September 2024, Sumedh's direct individual holding has increased from 97.87k shares to 118.90k. Company insiders have collectively sold US$10m more than they bought, via options and on-market transactions in the last 12 months. Reported Earnings • Aug 06
Second quarter 2025 earnings: EPS and revenues exceed analyst expectations Second quarter 2025 results: EPS: US$1.30 (up from US$1.19 in 2Q 2024). Revenue: US$164.1m (up 10% from 2Q 2024). Net income: US$47.3m (up 8.0% from 2Q 2024). Profit margin: 29% (in line with 2Q 2024). Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) also surpassed analyst estimates by 20%. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings. Announcement • Aug 06
Qualys, Inc. Provides Earnings Guidance for the Third Quarter and Full Year 2025 Qualys, Inc. provided earnings guidance for the third quarter and full year 2025. For the quarter, the company expects revenues for the third quarter of 2025 to be in the range of $164.5 million to $167.5 million, representing 7% to 9% growth over the same quarter in 2024. GAAP net income per diluted share is expected to be in the range of $1.00 to $1.10, which assumes an effective income tax rate of 26%.
For the full year, the company expects revenues for the full year of 2025 to be in the range of $656.0 million to $662.0 million, representing 8% to 9% growth over 2024. This compares to the previous guidance range of $648.0 million to $657.0 million. GAAP net income per diluted share is expected to be in the range of $4.47 to $4.77, up from the previous guidance range of $4.27 to $4.57. Announcement • Aug 05
Qualys, Inc. Unveils First Agentic AI-Powered Risk Operations Center Delivering Autonomous Risk Management Qualys, Inc. unveiled several new Agentic AI capabilities on the Qualys platform. The new AI fabric introduces a marketplace of Cyber Risk AI Agents delivering real-time risk insights across all attack surfaces, prioritized by business impact. Additionally, it reduces risk and operational costs by autonomously remediating with speed, scale, and accuracy, all while powering a smarter, more efficient Risk Operations Center (ROC). Amid a surge in the volume and sophistication of cyber threats, amplified by the growing complexity of an ever-evolving attack surface, teams are grappling with millions of exposures while lacking the context to map them against business priorities. Without self-orchestrating AI agents to turn data into insights, and prioritize and remediate risks in real time, security teams face manual bottlenecks and lingering exposures. Qualys addresses this with Agentic AI--eliminating repetitive tasks and enabling autonomous, risk-focused workflows that empower teams and accelerate protection. Adaptive Risk Remediation AI Agents like the Microsoft Patch Tuesday Lifecycle Agent continuously triangulate prioritized vulnerabilities, correlated remediation techniques, and asset context to drive faster, more transparent risk remediation. This reduces cost and time to close vulnerabilities. Build Your Own AI Agent - Security teams can create custom, no-code, pretrained AI agents tailored to their specific business needs. These agents can be trained to perform specialized tasks autonomously and reused as needed--enabling scalable, repeatable automation for risk management workflows unique to each organization. Announcement • Jul 22
Qualys, Inc. to Report Q2, 2025 Results on Aug 05, 2025 Qualys, Inc. announced that they will report Q2, 2025 results After-Market on Aug 05, 2025 Recent Insider Transactions Derivative • Jul 17
President exercised options and sold US$732k worth of stock On the 14th of July, Sumedh Thakar exercised 7k options at a strike price of around US$25.56 and sold these shares for an average price of US$138 per share. This trade did not impact their existing holding. For the year to December 2018, Sumedh's total compensation was 4% salary and 96% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since September 2024, Sumedh's direct individual holding has increased from 97.87k shares to 113.05k. Company insiders have collectively sold US$10m more than they bought, via options and on-market transactions in the last 12 months. Recent Insider Transactions Derivative • Jun 20
President exercised options and sold US$739k worth of stock On the 16th of June, Sumedh Thakar exercised 7k options at a strike price of around US$25.56 and sold these shares for an average price of US$139 per share. This trade did not impact their existing holding. For the year to December 2018, Sumedh's total compensation was 4% salary and 96% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since September 2024, Sumedh's direct individual holding has increased from 97.87k shares to 129.05k. Company insiders have collectively sold US$10m more than they bought, via options and on-market transactions in the last 12 months. Recent Insider Transactions Derivative • Jun 03
President exercised options and sold US$718k worth of stock On the 29th of May, Sumedh Thakar exercised 7k options at a strike price of around US$25.56 and sold these shares for an average price of US$136 per share. This trade did not impact their existing holding. For the year to December 2018, Sumedh's total compensation was 4% salary and 96% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since June 2024, Sumedh's direct individual holding has increased from 104.82k shares to 137.05k. Company insiders have collectively sold US$10m more than they bought, via options and on-market transactions in the last 12 months. Major Estimate Revision • May 13
Consensus EPS estimates increase by 13% The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from US$4.03 to US$4.55. Revenue forecast steady at US$652.9m. Net income forecast to shrink 8.4% next year vs 16% growth forecast for Software industry in the US . Consensus price target broadly unchanged at US$136. Share price rose 7.8% to US$137 over the past week. Recent Insider Transactions Derivative • May 08
Independent Chair exercised options and sold US$353k worth of stock On the 5th of May, Jeffrey Hank exercised 4k options at a strike price of around US$40.68 and sold these shares for an average price of US$129 per share. This trade did not impact their existing holding. Since June 2024, Jeffrey has owned 11.35k shares directly. Company insiders have collectively sold US$11m more than they bought, via options and on-market transactions in the last 12 months. Reported Earnings • May 07
First quarter 2025 earnings: EPS and revenues exceed analyst expectations First quarter 2025 results: EPS: US$1.30 (up from US$1.08 in 1Q 2024). Revenue: US$159.9m (up 9.7% from 1Q 2024). Net income: US$47.5m (up 20% from 1Q 2024). Profit margin: 30% (up from 27% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) also surpassed analyst estimates by 26%. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth. Announcement • Apr 29
Qualys, Inc. Expands Platform to Protect Against AI and LLM Model Risk from Development to Deployment Qualys, Inc. announced major updates to its TotalAI solution to secure organizations' complete MLOps pipeline from development to deployment. Organizations will now be able to rapidly test their large language models (LLMs), even during their development testing cycles, with stronger protection against more attacks and on-premises scanning powered by an internal LLM scanner. With the current rush of AI adoption, organizations are moving at an unprecedented pace - often without implementing foundational security controls necessary to manage risk. A recent study revealed 72% of CISOs are concerned generative AI solutions could result in security breaches for their organizations. Enterprises need a better solution to bridge the gap between innovation and secure implementation. TotalAI delivers: Automatic Prioritization of AI Security Risks: Findings are mapped to real-world adversarial tactics with MITRE ATLAS and automatically prioritized through the Qualys TruRisk™? scoring engine, helping security, IT, and MLOps teams zero in on the most business-critical risks. Faster, Safer AI Application Development: With the new internal on-premises LLM scanner, organization can now incorporate comprehensive security testing of their LLM models during development, staging, and deployment - all without ever exposing models externally. This shift-left approach, incorporating security and testing of AI-powered applications into existing CI/CD workflows, strengthens both agility and security posture, while ensuring sensitive models remain protected behind corporate firewalls. Enhanced Defense Against Emerging AI Threats: TotalAI now expands to detect 40 different attack scenarios, including advanced jailbreak techniques, prompt injections and manipulations, multilingual exploits, andias amplification. The expanded scenarios simulate real-world adversarial tactics and strengthen model resilience against exploitation, preventing attackers from manipulating outputs or bypassing safeguards. Protection from Cross-modal Exploits with Multimodal Threat Coverage: TotalAI's enhanced multimodal detection identifies prompts or perturbations hidden inside images, audio, and video files that are designed to manage LLM outputs, helping organizations safeguard against cross-modal exploits. Announcement • Apr 24
Qualys, Inc. Unveils Policy Audit with Enhanced Efficiency for Continuous Audit Readiness Qualys, Inc. announced Policy Audit, an enhancement to its policy compliance solution. This update revolutionizes the audit journey through automated efficiencies that drastically cut manual audit preparation time, speed remediation, and ensure organizations remain audit ready at all times. Enterprises are grappling with an increasing compliance burden, with nearly 70% of service organizations subject to at least six frameworks or more regulatory mandates that stretch resources and drive-up costs. Misconfigurations further simplify compliance, often leading to non-compliance and regulatory penalties. Time-consuming tasks like auditing, reporting, and system remediation are prone to human error, underscoring the urgent need for a more efficient, automated approach to managing compliance challenges. Qualys Policy Audit helps organizations avoid security breaches and audit failures by automatically mapping evidence to frameworks like PCI DSS 4.0, DORA, NIST, CMMC and FedRAMP. It includes comprehensive coverage across 450 technologies, over 1,000 out-of-the-box policies and more than 90 frameworks, ensuring continuous compliance and audit readiness while minimizing the risk of audit failures. Policy Audit delivers: Continuous Audit Readiness: Policy Compliance automates continuous evidence collection, minimizes human error, and helps monitor audit gaps with a real-time view of organizations' compliance posture. To further mitigate breach exposure, Qualys is also introducing Audit Fix as an optional but powerful addition to Policy Audit. Audit Fix allows users to proactively repair audit findings before they escalate into compliance issues using a library of pre-defined, out-of-the- box scripts and golden policies that integrate into CI/CD pipelines. Customizable remediation workflows integrated into Policy Audit help to significantly reduce breach exposure and accelerate continuous compliance. Availability: Qualys Policy Audit will be available in second quarter. For a 30-day trial, visit qualys.com/forms/policy-audit or to learn more, read their blog, "Qualys Policy Audit, the New Standard for Audit Readiness", or attend their Policy Audit webinar. Announcement • Apr 22
Qualys, Inc. to Report Q1, 2025 Results on May 06, 2025 Qualys, Inc. announced that they will report Q1, 2025 results After-Market on May 06, 2025 Recent Insider Transactions Derivative • Apr 17
President exercised options and sold US$688k worth of stock On the 14th of April, Sumedh Thakar exercised 7k options at a strike price of around US$25.56 and sold these shares for an average price of US$124 per share. This trade did not impact their existing holding. For the year to December 2018, Sumedh's total compensation was 7% salary and 93% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since June 2024, Sumedh's direct individual holding has increased from 104.82k shares to 130.90k. Company insiders have collectively sold US$10m more than they bought, via options and on-market transactions in the last 12 months. Announcement • Apr 14
Qualys, Inc., Annual General Meeting, Jun 11, 2025 Qualys, Inc., Annual General Meeting, Jun 11, 2025. Recent Insider Transactions Derivative • Mar 19
President exercised options and sold US$697k worth of stock On the 14th of March, Sumedh Thakar exercised 7k options at a strike price of around US$25.56 and sold these shares for an average price of US$125 per share. This trade did not impact their existing holding. For the year to December 2018, Sumedh's total compensation was 7% salary and 93% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since June 2024, Sumedh's direct individual holding has increased from 104.82k shares to 131.50k. Company insiders have collectively sold US$10m more than they bought, via options and on-market transactions in the last 12 months. Recent Insider Transactions Derivative • Feb 11
CFO & Principal Accounting Officer notifies of intention to sell stock Joo Mi Kim intends to sell 12k shares in the next 90 days after lodging an Intent To Sell Form on the 10th of February. If the sale is conducted around the recent share price of US$136, it would amount to US$1.6m. Since March 2024, Joo Mi's direct individual holding has increased from 36.29k shares to 49.95k. Company insiders have collectively sold US$9.7m more than they bought, via options and on-market transactions in the last 12 months. Reported Earnings • Feb 07
Full year 2024 earnings: EPS exceeds analyst expectations Full year 2024 results: EPS: US$4.72 (up from US$4.11 in FY 2023). Revenue: US$607.6m (up 9.6% from FY 2023). Net income: US$173.7m (up 15% from FY 2023). Profit margin: 29% (up from 27% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.7%. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth. Announcement • Feb 07
Qualys, Inc. Provides Earnings Guidance for the First Quarter and Full Year of 2025 Qualys, Inc. provided earnings guidance for the first quarter and full year of 2025. For the quarter, the company expects revenues to be in the range of $155.5 million to $158.5 million, representing 7% to 9% growth over the same quarter in 2024. GAAP net income per diluted share is expected to be in the range of $0.95 to $1.05.
For the full year of 2025, the company expects revenues to be in the range of $645.0 million to $657.0 million, representing 6% to 8% growth over 2024. GAAP net income per diluted share is expected to be in the range of $3.62 to $4.02. 
