Qualys, Inc.

NasdaqGS:QLYS Stok Raporu

Piyasa değeri: US$5.9b

Qualys Gelecekteki Büyüme

Future kriter kontrolleri 2/6

Qualys kazanç ve gelirin sırasıyla yıllık 3.7% ve 7% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 3.9% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 40.9% olacağı tahmin edilmektedir.

Anahtar bilgiler

3.7%

Kazanç büyüme oranı

3.92%

EPS büyüme oranı

Software kazanç büyümesi20.5%
Gelir büyüme oranı7.0%
Gelecekteki özkaynak getirisi40.89%
Analist kapsamı

Good

Son güncelleme11 Aug 2026

Gelecekteki son büyüme güncellemeleri

Recent updates

Anlatı Güncellemesi • 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
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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 Alpha

Kazanç ve Gelir Büyüme Tahminleri

NasdaqGS:QLYS - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (USD Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
12/31/20288552303473589
12/31/202779422433334522
12/31/202673520830531720
6/30/2026703207314321N/A
3/31/2026685201290295N/A
12/31/2025669198304309N/A
9/30/2025653189271281N/A
6/30/2025637185240252N/A
3/31/2025622181256268N/A
12/31/2024608174232244N/A
9/30/2024593170222230N/A
6/30/2024581171255262N/A
3/31/2024570162256263N/A
12/31/2023554152236245N/A
9/30/2023541139236255N/A
6/30/2023524120186204N/A
3/31/2023507112166187N/A
12/31/2022490108175199N/A
9/30/2022469101178195N/A
6/30/2022448102177201N/A
3/31/202242896195222N/A
12/31/202141171175201N/A
9/30/202139673171200N/A
6/30/202138468178211N/A
3/31/202137373155186N/A
12/31/202036392149180N/A
9/30/202035388143175N/A
6/30/202034285136161N/A
3/31/202033375N/A169N/A
12/31/201932269N/A161N/A
9/30/201931163N/A154N/A
6/30/201930067N/A140N/A
3/31/201928961N/A127N/A
12/31/201827957N/A125N/A
9/30/201826846N/A125N/A
6/30/201825531N/A126N/A
3/31/201824328N/A118N/A
12/31/201723140N/A108N/A
9/30/201722043N/A95N/A
6/30/201721240N/A83N/A
3/31/201720536N/A83N/A
12/31/201619819N/A69N/A
9/30/201619019N/A79N/A
6/30/201618218N/A75N/A
3/31/201617318N/A73N/A
12/31/201516416N/A66N/A
9/30/201515636N/A58N/A

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: QLYS 'nin tahmini kazanç büyümesi (yıllık 3.7% ) tasarruf oranının ( 3.7% ) üzerindedir.

Kazançlar ve Piyasa: QLYS şirketinin kazançlarının (yıllık 3.7% ) US pazarından (yıllık 17.4% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Kazançları: QLYS şirketinin kazançlarının artması bekleniyor, ancak önemli ölçüde.

Gelir ve Pazar: QLYS şirketinin gelirinin (yıllık 7% ) US pazarından (yıllık 13.5% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Geliri: QLYS şirketinin gelirinin (yıllık 7% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.

Hisse Başına Kazanç Büyüme Tahminleri

Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: QLYS 'nin Özsermaye Getirisi'nin 3 yıl içinde çok yüksek olması tahmin ediliyor ( 40.9 %).

Büyüyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/09/09 13:22
Gün Sonu Hisse Fiyatı2026/09/09 00:00
Kazançlar2026/06/30
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Qualys, Inc. 43 Bu analistlerden 22, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Jamie SheltonArete Research Services LLP
Shrenik KothariBaird
Rahul ChopraBerenberg