Qualys, Inc. (QLYS)

Qualys's stock price has been influenced by several events in the past six months. The Q2 2025 earnings report in August 2025 showed resilient financial results. The Q3 2025 earnings report in November 2025 beat Wall Street's revenue expectations, leading to a stock jump and raised full-year EPS guidance. In January 2026, Zacks Research downgraded Qualys from a 'strong-buy' to a 'hold' rating. Daily stock price movements have reflected broader market optimism and periods of profit-taking.

The demand for Qualys, Inc.'s products and services does not exhibit strong seasonality. The cybersecurity market is driven by a continuous and growing need for protection against evolving cyber threats and the accelerating adoption of cloud-based software across industries, suggesting a generally stable market for Qualys's offerings.

Qualys, Inc. is an American technology firm specializing in cloud security, compliance, and related services. Founded in 1999, Qualys operates within the Technology sector, focusing on cybersecurity. The company provides solutions through a SaaS model, with renewable annual subscriptions. Its core strength is its single-agent, unified platform, the Qualys Cloud Platform, which integrates various security applications. Key offerings include the Enterprise TruRisk Platform, Vulnerability Management, Detection and Response (VMDR), Continuous Monitoring, Cloud Agent Platform, Web Application Scanning (WAS) and Web Application Firewall (WAF), Patch Management, Policy Compliance and Payment Card Industry (PCI) Compliance, Cybersecurity Asset Management and External Attack Surface Management (EASM), Cloud Workload Protection (CWP) and Cloud-Native Application Protection Platform (CNAPP), ThreatPROTECT, and AI Security (TotalAI).

Qualys has a significant global presence, serving over 10,000 customers in more than 130 countries. The company has offices in the United States, France, Germany, Italy, Japan, the Netherlands, Russia, the UAE, and the UK. In June 2025, Qualys expanded its public sector footprint by opening a new office in Washington, D.C.

Qualys has maintained a strong brand reputation, particularly highlighted by its leadership in cybersecurity research and innovation. Qualys's Threat Research Unit (TRU) received two Pwnie Awards at DefCon 2025 for its research in uncovering vulnerabilities in OpenSSH. Qualys is consistently recognized as a leader in the cybersecurity space, known for its pioneering cloud-based model and its comprehensive, integrated platform approach.

Qualys, Inc. exhibits an ownership structure heavily weighted towards institutional investors. Major institutional owners include BlackRock, Inc., Vanguard Group Inc., and State Street Corp. Philippe F. Courtot is the largest individual shareholder. Institutional shareholders own approximately 98.73% of Qualys, while Qualys insiders hold about 42.47%.