Qualys (QLYS): Exploring Valuation as Insider Selling Continues and Global Cybersecurity Demand Rises

Qualys (QLYS) recently saw its CFO continue selling shares, extending a year-long trend of insider sales with no insider purchases. At the same time, global demand for Qualys’ VMDR cybersecurity platform is rising as expansion continues through channel partners.

See our latest analysis for Qualys.

Even with leadership continuing to sell shares, investor sentiment around Qualys is nuanced. Strong global demand for its cybersecurity solutions balances out the steady insider selling. Over the last year, the company’s total shareholder return of 2.6% points to steady, if somewhat muted, longer-term performance. Shorter-term share price momentum has faded, with a recent price of $128.81 reflecting a year-to-date share price return of -7.3%.

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With steady insider sales and rising global demand for Qualys’ cybersecurity offerings, the key question now is whether shares are trading below their true value or if the market already reflects all the company’s future growth prospects.

Most Popular Narrative: 8.7% Undervalued

With Qualys' consensus fair value set at $141.02 and the last close at $128.81, the narrative sees room for further upside if projected fundamentals are achieved. Here is what is driving attention and debate around its next phase of growth:

Adoption of Qualys' new cloud-native risk operations center (ROC) and Agentic AI platform positions the company as a leading pre-breach risk management provider, offering unified orchestration, automation, and remediation across both Qualys and non-Qualys data. This opens incremental greenfield opportunities and should support higher ARPU and expanded TAM, leading to durable revenue and earnings growth.

Read the complete narrative.

What is the real power behind this fair value? Big revenue bets, future profit margins, and a bold take on industry tech trends make the numbers behind the narrative a must-see. There is tension and opportunity in every assumption. Are Qualys shares really set for a reset? Only the full narrative reveals the blueprint driving this target.

Result: Fair Value of $141.02 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, rapid advances in AI security and shifting customer preferences toward all-in-one platforms could challenge Qualys’ growth assumptions and competitive positioning.

Find out about the key risks to this Qualys narrative.

Build Your Own Qualys Narrative

If you see things differently or have your own angle on the story, dive into the data and craft your own narrative in just a few minutes. Do it your way

A great starting point for your Qualys research is our analysis highlighting 2 key rewards and 1 important warning sign that could impact your investment decision.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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