QLYS

In February 2026, Qualys authorized an additional $200 million for stock buybacks, reported solid Q4 2025 results with 10% revenue growth, and projected 7-8% revenue growth for 2026, driven by its Enterprise TruRisk Management (ETM) platform and partner initiatives. In March 2026, cybersecurity stocks, including Qualys, saw increased attention due to geopolitical events. By June 2026, Qualys received a "Buy" rating from analysts, citing strong profitability, robust cash flow, and reasonable valuation, despite modest revenue growth. In July 2026, Qualys expanded its AI Security offerings with stronger governance. August 2026 saw the launch of InstaScan for rapid vulnerability detection and the announcement of Q2 2026 financial results, where Qualys beat consensus estimates and raised its full-year 2026 revenue guidance to $732 million-$738 million and EPS guidance to $7.74-$7.88, also launching new offerings like QFlex, though insider selling activity by key executives was observed. In September 2026, cybersecurity stocks rallied on debates surrounding AI risk, and Wedbush downgraded Qualys to Neutral but simultaneously raised its price target from $125 to $175, leading to a stock jump over 7% driven by strong sector-wide cybersecurity demand and the analyst action. Qualys also raised its revenue outlook, attributing it to increased enterprise AI adoption and demand for its TotalAI platform, though shares later pulled back due to profit-taking and broader market weakness, with some analysts noting the stock trading above fair-value estimates.