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QLYS · Qualys, Inc.

Track QLYS — free
Market Cap
$5.20B
Shares
34.60M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$150.28 Open$160.23 Day$149.13–160.30 52W close$76.20–195.88 Avg vol 30d721K Short int3.6M · 10.5% float · 6.8d Short vol77% Last earningsAug 4, 2026 DataJan 2020–Sep 2026 Filing10-Q · Aug 4

Up next

Next earnings call
Nov 3, 2026 Est · unconfirmed · in 7 wks
filed Aug 4, 2026

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
$702.98M
Trailing 12 months
Net income (TTM)
$206.54M
Trailing 12 months
Revenue growth YoY
+11.0%
Year over year
Operating margin
34.4%
Trailing 12 months
P / E (TTM)
26.0
Trailing earnings · reciprocal yield 3.8%
FCF yield
6.0%
TTM · current market cap
Return on invested capital
Trailing 12 months
Net cash
Latest balance sheet
Dividend yield
Trailing 12 months
Shares change YoY
-4.1%
Year over year · fewer shares
Price change (1Y)
+10.8%
Trailing year
Short interest
10.5%
Latest settlement · 6.8 days to cover
View all 115 metrics

AI Brief

Q2 FY26 earnings call · Aug 4, 2026
Q2 FY26

TL;DR. Qualys posted Q2 revenue up 11% to $182.2 million and raised full-year 2026 revenue guidance to $732–$738M (from $721–$727M) alongside higher EPS guidance, while highlighting AI-native Risk Operations Center adoption, channel momentum, and QFlex expansion as drivers.

Bullish
  • + Raised full-year 2026 revenue guidance to $732–$738M (from $721–$727M) and raised non-GAAP EPS guidance to $7.74–$7.88 (from $7.44–$7.65).
  • + Channel contribution rose to 54% of revenue (from 49%) with channel revenue up 22% YoY.
  • + Net dollar expansion rate improved to 105% (from 104% last quarter, 103% at start of year) with ETM/CSAM at 107%.
  • + QFlex is now generally available to enterprise customers and is being used to drive platform expansion upsells.
  • + Operating cash flow grew 77% YoY to $59.6M; H1 free cash flow grew to $149.5M.
Bearish
  • Back-half 2026 current billings growth guidance held at 7%–8%, unchanged despite strong Q2 calculated billings growth of 16%.
  • Q3 2026 revenue guidance of $185.5–$187.5M implies only 9%–10% YoY growth, similar to the prior-year quarter.
  • Post-Methos spending impact is still in pipeline/conversation stage and not yet materially closing into revenue.
  • Recent executive departures, including the CISO and ETM GM, create execution risk during the ETM growth push.

AI-generated from the earnings call and 8-K · may contain errors · not investment advice

Equibles Rating

blended score · not investment advice
Overall
Neutral
SellHoldBuy
Technical Neutral Momentum Strong Sentiment Bullish Fundamentals Excellent Quant / Vol Very High
Market backdrop VIX 15.8 · calm Equity put/call 0.58
Technical
price trend
Neutral
50 / 200-day cross No cross
Price vs 200-day avg +20%
above
Price vs 50-day avg −9%
below
RSI (14) 33
neutral
MACD trend Negative
52-week position 62%
mid-range
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Strong
1-month return −23%
trailing
6-month return +56%
trailing
YTD return +13%
this year
Relative strength +38%
vs S&P · 6-mo
Sentiment
smart money
Bullish
Trend (MA cross) No cross
50d $166 › 200d $125 — 50d above 200d
Institutional flow Accumulating
+3% holders QoQ · +92 funds added
Insider flow Flat
No net insider activity over 90 days
Short interest Falling
10.55% of float · ▼ -10.1% MoM · 6.8 days cover
Volume signal Reversal watch
High volume on a down day — possible exhaustion
Institution breadth Steady
438 holders — mid 3-yr range
Squeeze score 71
high risk · 0–100
Fundamentals
Excellent
Revenue growth +15%
Y/Y
Gross margin 172%
contracting
EPS growth +17%
Y/Y
Free cash flow $304.4M
Valuation P/E 26
below peers
Buyback $229.8M
remaining
Quant / Vol
risk profile
Very High
Volatility 53%
annualized · 1-yr
Max drawdown −50%
past year
ATR 5.9%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Guidance & track record

Beat or met 8 of last 8
Latest guidance · from the 8-K filed Aug 4, 2026
third quarter of 2026
Revenues for the third quarter of 2026 Initiated $185.5M – $187.5M
prior qtr $182.18M midpoint +2.4% QoQ
GAAP net income per diluted share Initiated $1.43 – $1.50
prior qtr $1.50 midpoint −2.3% QoQ
Non-GAAP net income per diluted share Initiated $1.91 – $1.98
full year of 2026
Revenues for the full year of 2026 Initiated $732M – $738M
prior FY $669.13M midpoint +9.8% Y/Y
Non-GAAP net income per diluted share Initiated $7.74 – $7.88
GAAP net income per diluted share Initiated $5.76 – $5.90
prior FY $5.44 midpoint +7.2% Y/Y
Prior guidance period ended · from the 8-K filed Aug 6, 2024
Revenues · the third quarter of 2024 $149.8M – $151.8M
GAAP net income per diluted share · the third quarter of 2024 $0.85 – $0.93
Non-GAAP net income per diluted share · the third quarter of 2024 $1.28 – $1.36
Revenues · the full year of 2024 $597.5M – $601.5M
GAAP net income per diluted share · the full year of 2024 $3.85 – $4.01
Non-GAAP net income per diluted share · the full year of 2024 $5.46 – $5.62
Guided vs delivered · last 8 settled
Revenues the third quarter of 2024
guided $149.8M – $151.8M
$153.87M Beat +2.0%
GAAP net income per diluted share the third quarter of 2024
guided $0.85 – $0.93
$1.24 Beat +39.3%
Revenues the full year of 2024
guided $597.5M – $601.5M
$607.57M Beat +1.3%
GAAP net income per diluted share the full year of 2024
guided $3.85 – $4.01
$4.65 Beat +18.3%

Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

Technicals

trend & momentum for long-term holders Neutral
2 · 4 · 1
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
+20% Bullish
Price vs 50-day avg
−9% Bearish
RSI (14)
33 Neutral
MACD trend
Negative Bearish
52-week position
62% Neutral
Volume (OBV)
Confirms Neutral
Market signals — smart money & positioning
Bullish · 2 of 6
Trend (MA cross) No cross
50d $166 › 200d $125 — 50d above 200d
Institutional flow Accumulating
+3% holders QoQ · +92 funds added
Insider flow Flat
No net insider activity over 90 days
Short interest Falling
10.55% of float · ▼ -10.1% MoM · 6.8 days cover
Volume signal Reversal watch
High volume on a down day — possible exhaustion
Institution breadth Steady
438 holders — mid 3-yr range
Price context
position in its 52-week range
Range low $76 Now $150 · 62% Range high $196
vs 200-day avg +20% vs 50-day avg -9%

Illustrative technical + ownership context — a signal mix, not investment advice.

Key metrics

Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.

Versus peers

Software - Infrastructure — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
QLYS
Qualys, Inc.
this stock
$5.20B +13.1% +15.3% 26.0 10.5%
MSFT
Microsoft Corp
$3.68T +2.5% +6.9% 27.6 1.0%
ORCL
Oracle Corp
$454.41B -22.9% +17.3% 23.6 1.5%
PLTR
Palantir Technologies Inc.
$401.86B -5.9% +56.2% 142.9 2.7%
PANW
Palo Alto Networks Inc
$270.47B +79.5% +29.0% 2.6%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Accumulating
Holders
438
% held
108.5%
Net QoQ
+143.6K sh
Top holder
BlackRock, Inc.
Held Float
View
Held by Funds
Fund positions
423
View
Short & Settlement
Short Interest Falling
Shares short
3.6M
Days to cover
6.8d
Change
-410.4K sh
View
Short Volume
Short vol %
77%
As of
Sep 11, 2026
Short Total
View
Fails to Deliver
FTD shares
40.5K
Value
$7.9M
As of
Aug 14, 2026
View
Off-Exchange
Off-exchange %
45.3%
Week of
Aug 3, 2026
Off-exch Lit
View
Smart Money
Congressional Trades Sell
Member
Lisa McClain
Amount
$1.0K–$15.0K
Traded
Oct 31, 2025
View
Financials
Financials
Revenue (FY)
$669.1M
Net income (FY)
$198.3M
EPS diluted
$5.44
View
Buybacks
Authorized
$1.6B
Remaining
$229.8M
Spent Remaining
View
Filings
SEC Filings
Latest
Investor Event Transcript
Filed
Aug 11, 2026
This year
9
View
Proposed Sales
Value
$487.8K
Shares
2.6K
Filed
Aug 20, 2026
View
Earnings & Events
Earnings Calls
Last call
Aug 11, 2026
View

Performance

5D 20D 120D MTD YTD
QLYS -13.8% -23.3% +55.8% -19.3% +13.1%
SPY -1.2% -1.8% +17.8% -0.4% +12.1%
vs SPY -12.7% -21.5% +38.0% -18.9% +1.0%

Capital returns

Buyback program · as of Jun 30, 2026
Authorized
$1.60B
Spent (derived)
$1.37B
Remaining
$229.80M
Spent Remaining

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 1107843 CUSIP 74758T303 13F (30d) 105 filings 103 filers Visit website Investor relations