Qualys, Inc. (QLYS)

Over the past six months, Qualys's stock (QLYS) has experienced a significant decline. As of May 8, 2026, the stock was down 43.41% over the last six months and 30.85% over the past 12 months. Recent events impacting the stock include Q4 2025 and Q1 2026 earnings reports, which showed solid results and raised guidance, but were met with analyst rating changes due to valuation concerns and macro headwinds. Concerns about AI disruption risks across the vulnerability management software space have also been noted. Qualys and Converge launched a joint offering aimed at lowering insurance premiums for organizations demonstrating proven cyber risk reduction through Enterprise TruRisk Management.

Information directly detailing demand seasonality for Qualys's products and services is limited. While there might be some historical stock performance patterns, there isn't explicit information indicating strong seasonality in the demand for their cybersecurity and compliance solutions. The cybersecurity landscape is generally driven by evolving threats and regulatory requirements, which tend to be continuous rather than seasonal. Qualys's business model is based on recurring revenue from renewable annual subscriptions, which typically aims to smooth out demand fluctuations.

Qualys, Inc. is a leading provider of cloud-based IT, security, and compliance solutions, founded in 1999 and headquartered in Foster City, California. The company operates within the information sector, specifically in data processing, hosting, and related services, and is categorized under the packaged software industry. Qualys pioneered the Software-as-a-Service (SaaS) model in cybersecurity, delivering its solutions primarily through renewable annual subscriptions. The core of Qualys's offering is the Qualys Enterprise TruRisk Platform, a globally distributed, cloud-based architecture that underpins its suite of solutions. This platform leverages a single agent to continuously deliver critical security intelligence and automate vulnerability detection, compliance, and protection for IT systems, workloads, and web applications across various environments. Major products and solutions include Qualys Enterprise TruRisk Management (ETM) and Risk Operations Center (ROC), Vulnerability Management, Detection and Response (VMDR), TotalCloud, TotalAppSec, Cybersecurity Asset Management, Patch Management Solutions, and Agentic AI and cyber risk AI agents.

Qualys operates globally, serving over 10,000 subscription customers in more than 130 countries, including a significant portion of the Forbes Global 100 and Fortune 100. For the fiscal year ended December 31, 2024, approximately 60% of the company's revenue came from the Americas, 28% from Europe, Middle East, and Africa (EMEA), and 12% from Asia Pacific. Qualys delivers its platform from 14 shared cloud operations centers located across the United States, Europe, and Asia. The company maintains regional offices and contacts in numerous countries, including the United States, Australia and New Zealand, Brazil, France, Germany, Hong Kong, India, Italy, Japan, Republic of Korea, Latin America, the Netherlands, Singapore, Spain and Portugal, United Arab Emirates, and the United Kingdom.

Qualys has maintained a strong brand reputation, marked by industry recognition and strategic expansions. Qualys TotalCloud won the "Best Cloud Security Solution" and Qualys Vulnerability Management, Detection and Response (VMDR) earned the "Best Vulnerability Management Solution" for the third consecutive year at the SC Awards Europe 2025. GigaOm recognized Qualys as a leader across multiple security categories. Qualys expanded its public sector footprint by opening a new office in Washington, D.C., and debuted the industry's first AI Agent for Safe Exploit Validation and Autonomous Remediation. A Qualys customer reported a significant ROI of 20-30% with Qualys VMDR. Potential risks to reputation include any failure to implement and configure solutions correctly.

The ownership structure of Qualys (QLYS) is heavily weighted towards institutional investors, with approximately 81.34% of the company's stock owned by Institutional Investors, 1.30% by Insiders, and 17.36% by Public Companies and Individual Investors. Major institutional owners include BlackRock, Inc., Vanguard Group Inc, First Trust Advisors Lp, State Street Corp, Geode Capital Management, Llc, Legal & General Group Plc, Dimensional Fund Advisors Lp, and Bank of New York Mellon Corp. Key individual owners (insiders) include Philippe F. Courtot, Courtot Family Trust Philippe, Yves Sisteron, and Aos Partners LP.