Qualys, Inc. (QLYS)

Qualys's stock has experienced notable events in the past six months. The company reported its Q3 2024 and Q1, Q2, Q3, and Q4 2025 financial results, demonstrating revenue growth in some quarters. Despite beating some earnings expectations, the stock reached a 52-week low of $109.72 in early February 2026, reflecting a 16.01% decline over the past year. Qualys also announced a $200 million increase to its share repurchase program in February 2026.

Qualys's management anticipates that demand seasonality will remain similar to 2025, with a skew towards the second half of the year. Recent performance indicates a slowdown in demand, with annualized revenue growth falling below its five-year trend. Analysts expect further deceleration in revenue growth over the next 12 months.

Qualys, Inc. is a cloud-based security and compliance solutions provider, founded in 1999. Its core business is the Qualys Cloud Platform, offering integrated security and compliance capabilities, including Vulnerability Management, Detection and Response (VMDR), Compliance Monitoring, Web Application Security, and Endpoint Security. The platform enables customers to manage IT and OT assets, analyze security data, prioritize vulnerabilities, quantify cyber risk, implement remediation, and verify effectiveness.

Qualys has a significant global presence, serving over 10,000 customers across more than 130 countries. International revenue constitutes a substantial portion of the company's revenue, growing faster than domestic revenue, accounting for 42% in Q3 2024 and 44% in Q4 2025.

Qualys has maintained a strong brand reputation, evidenced by industry accolades and recognitions. The company was identified as a Leader in the 2025 IDC MarketScape Report and a 2025 Magic Quadrant Leader by Gartner. Qualys's solutions received "best-in-class" recognition at the SC Awards Europe 2025. GigaOm also recognized Qualys as a leader across multiple security categories. Additionally, Qualys's Threat Research Unit received two Pwnie Awards.

Qualys, Inc. has a diverse ownership structure, with institutional investors holding approximately 71.49% of the company's stock, while insiders hold about 1.29%. Major institutional shareholders include BlackRock, Inc., Vanguard Group Inc, State Street Corp, and others.