Qualys, Inc. (QLYS)

Qualys's stock has experienced several notable events in the past six months. In Q1 CY2025, Qualys reported revenue ahead of expectations, with sales up 9.7% year-on-year, and its non-GAAP profit surpassed analyst estimates. The company slightly lifted its full-year revenue and Adjusted EPS guidance. In August 2025, Qualys announced its second-quarter 2025 financial results, reporting EPS and revenue exceeding analyst estimates, with revenue up 10.3% compared to the same quarter last year. Also in August 2025, Qualys achieved FedRAMP High Authorization and was honored with a dual win at the Pwnie Awards. As of October 21, 2025, Qualys announced it would report its third-quarter 2025 financial results after the market closes on November 4, 2025. In October 2025, Qualys expanded its Enterprise TruRisk Management (ETM) with built-in Agentic AI Fabric. Analyst ratings include an upgrade and a downgrade, with a consensus "Hold" rating from 18 Wall Street analysts. The stock price dipped 4.1% in the week leading up to October 5, 2025, and slid 2.9% over the past month, with a year-to-date performance of -5.7%, but showed a 31.2% rise over five years.

While a comprehensive statement on demand seasonality is not explicitly provided, there is an indication of increased focus and potential demand for certain security solutions during specific periods. Qualys highlighted that year-end festivities bring a rise in online activities, attracting cybercriminals and creating a risk of endpoint attacks, suggesting a seasonal increase in cyber threats around the holiday season, which could lead to a heightened demand for endpoint security and related services. The mission-critical nature of security and compliance solutions generally contributes to high customer retention rates and long-term revenue stability.

Qualys, Inc. is an American technology firm specializing in cloud-based IT, security, and compliance solutions, delivered primarily through a SaaS model. The company operates within the cybersecurity sector and aims to revolutionize how organizations secure their digital assets by providing a unified platform for comprehensive, always-on security and compliance. Qualys offers a suite of cloud-based security and compliance solutions, including Vulnerability Management, Detection and Response (VMDR), Cloud Platform, Web Application Scanning (WAS), Endpoint Detection and Response (EDR), CyberSecurity Asset Management (CSAM), Policy Compliance, File Integrity Monitoring, Web Application Firewall, Qualys TotalCloud, Enterprise TruRisk Platform, TruRisk Eliminate, Patch Management, Custom Assessment and Remediation, Context Extended Detection and Response, Security Assessment Questionnaires, Threat Intelligence, and Network Passive Sensor service.

Qualys operates globally, serving over 10,000 customers in more than 130 countries. The company's headquarters are located in Foster City, California, U.S., and it maintains offices in North America, Europe, Asia, and the Middle East. Specific countries where Qualys operates include the US, France, Germany, Italy, Japan, the Netherlands, Russia, the UAE, and the UK. Its cloud platform is supported by a worldwide network of data centers.

Qualys has maintained a strong brand reputation in the cybersecurity industry, known for its cloud-based vulnerability management and compliance solutions. Key events positively impacting its reputation include dual Pwnie Awards in August 2025, the launch of the Risk Operations Center (ROC) with Enterprise TruRisk Management (ETM) in October 2024, FedRAMP High Authorization in August 2025, and recognition as a leading provider of cloud-based security and compliance solutions. A potential factor affecting Qualys's reputation is the inadvertent misuse of its solutions by customers.

Institutional investors hold a significant majority of Qualys's stock, owning 99.31% of the company. Several institutional firms have recently increased their positions in Qualys, including Sequoia Financial Advisors LLC, AQR Capital Management LLC, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC, Penserra Capital Management LLC, MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd., Invesco Ltd., IQ EQ FUND MANAGEMENT IRELAND Ltd, GAMMA Investing LLC, Wealth Enhancement Advisory Services LLC, State of Alaska Department of Revenue, Mirae Asset Global Investments Co. Ltd., and Verity Asset Management Inc.