Insider Selling: Qualys (NASDAQ:QLYS) CFO Sells $248,996.08 in Stock

Qualys, Inc. (NASDAQ:QLYS) CFO Joo Mi Kim sold 1,627 shares of the business’s stock in a transaction dated Monday, August 3rd. The shares were sold at an average price of $153.04, for a total value of $248,996.08. Following the completion of the transaction, the chief financial officer owned 75,743 shares in the company, valued at $11,591,708.72. This trade represents a 2.10% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Joo Mi Kim also recently made the following trade(s):

• On Thursday, July 2nd, Joo Mi Kim sold 965 shares of Qualys stock. The stock was sold at an average price of $143.44, for a total value of $138,419.60.
• On Tuesday, June 2nd, Joo Mi Kim sold 1,031 shares of Qualys stock. The shares were sold at an average price of $111.67, for a total value of $115,131.77.
• On Tuesday, May 19th, Joo Mi Kim sold 1,627 shares of Qualys stock. The stock was sold at an average price of $100.17, for a total value of $162,976.59.

Qualys Stock Down 0.8%

NASDAQ QLYS opened at $181.78 on Friday. The stock has a market capitalization of $6.29 billion, a PE ratio of 31.45 and a beta of 0.60. Qualys, Inc. has a 12-month low of $74.51 and a 12-month high of $201.54. The company has a 50 day moving average price of $134.49 and a two-hundred day moving average price of $111.67.

Qualys (NASDAQ:QLYS) last released its quarterly earnings data on Tuesday, August 4th. The software maker reported $1.98 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.78 by $0.20. The business had revenue of $182.18 million during the quarter, compared to analyst estimates of $178.57 million. Qualys had a net margin of 29.38% and a return on equity of 37.52%. Qualys’s quarterly revenue was up 11.1% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.68 EPS. Qualys has set its FY 2026 guidance at 7.740-7.880 EPS and its Q3 2026 guidance at 1.910-1.980 EPS. As a group, equities analysts anticipate that Qualys, Inc. will post 5.47 EPS for the current year.

Institutional Inflows and Outflows

A number of large investors have recently made changes to their positions in the stock. Envestnet Portfolio Solutions Inc. raised its stake in shares of Qualys by 4.3% in the fourth quarter. Envestnet Portfolio Solutions Inc. now owns 1,985 shares of the software maker’s stock valued at $264,000 after buying an additional 81 shares during the period. Quadrant Capital Group LLC grew its stake in shares of Qualys by 1.8% during the 3rd quarter. Quadrant Capital Group LLC now owns 5,027 shares of the software maker’s stock worth $665,000 after acquiring an additional 88 shares during the period. Captrust Financial Advisors increased its holdings in Qualys by 4.6% in the 2nd quarter. Captrust Financial Advisors now owns 2,038 shares of the software maker’s stock worth $291,000 after acquiring an additional 90 shares during the last quarter. Covestor Ltd increased its holdings in Qualys by 9.1% in the 4th quarter. Covestor Ltd now owns 1,178 shares of the software maker’s stock worth $156,000 after acquiring an additional 98 shares during the last quarter. Finally, EverSource Wealth Advisors LLC raised its stake in Qualys by 8.9% in the 4th quarter. EverSource Wealth Advisors LLC now owns 1,231 shares of the software maker’s stock valued at $164,000 after acquiring an additional 101 shares during the period. Institutional investors and hedge funds own 99.31% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research analysts recently weighed in on QLYS shares. JPMorgan Chase & Co. raised their price objective on Qualys from $139.00 to $150.00 and gave the company a “neutral” rating in a research note on Monday, July 27th. Wall Street Zen downgraded Qualys from a “buy” rating to a “hold” rating in a report on Saturday, May 2nd. Robert W. Baird set a $160.00 price target on shares of Qualys in a research report on Wednesday. Scotiabank boosted their price objective on shares of Qualys from $190.00 to $220.00 and gave the stock an “outperform” rating in a research note on Wednesday. Finally, William Blair downgraded shares of Qualys from an “outperform” rating to a “market perform” rating in a report on Tuesday, April 28th. One investment analyst has rated the stock with a Strong Buy rating, three have given a Buy rating, twelve have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, Qualys presently has a consensus rating of “Hold” and a consensus target price of $170.53.

Key Stories Impacting Qualys

Here are the key news stories impacting Qualys this week:

• Positive Sentiment: Quarterly results exceeded expectations. Qualys reported adjusted earnings of $1.98 per share, above the $1.78 consensus estimate and up from $1.68 a year earlier. Revenue rose 11.1% year over year to $182.18 million, also beating forecasts. Channel revenue increased 22%, helping drive market-share gains and stronger current billings. Qualys Q2 Earnings Beat on Channel Strength
• Positive Sentiment: Qualys raised its 2026 outlook. Management now expects full-year revenue of $732 million to $738 million and adjusted EPS of $7.74 to $7.88. The company also issued third-quarter guidance that was generally above analyst expectations, supporting the bullish reaction. Qualys FY2026 Outlook and InstaScan
• Positive Sentiment: AI product investments could strengthen future growth. Qualys launched InstaScan, an AI-enabled capability designed to identify newly disclosed vulnerabilities within minutes using existing asset data. Management also pointed to Risk Operations Center adoption, federal demand, partner execution and QFlex engagement as additional growth catalysts.
• Positive Sentiment: Scotiabank became more constructive. The bank raised its price target to $220 from $190 and maintained a “sector outperform” rating, indicating confidence that the earnings momentum and product strategy can support further upside.
• Neutral Sentiment: Analyst opinion remains mixed. D.A. Davidson reaffirmed its Hold rating, while the broader analyst consensus remains Hold despite recent target-price increases. This may limit enthusiasm after the sharp earnings-related move.
• Negative Sentiment: CFO insider selling adds a modest cautionary signal. CFO Joo Mi Kim sold 1,627 shares for approximately $249,000 under a pre-arranged Rule 10b5-1 trading plan. The scheduled nature of the sale reduces its significance, and the CFO retained a substantial position.

Qualys Company Profile

Qualys, Inc (NASDAQ: QLYS) is a leading provider of cloud-based security and compliance solutions designed to help organizations streamline their IT security programs. Operating on a unified, modular platform, Qualys offers continuous visibility into global IT assets through a combination of lightweight cloud agents and on-premises scanner appliances. The platform supports an array of security and compliance use cases, enabling real-time detection of vulnerabilities, policy violations and misconfigurations across on-premises, cloud and hybrid environments.

The company’s flagship Qualys Cloud Platform delivers a suite of integrated applications, including vulnerability management, detection and response (VMDR), policy compliance, web application scanning, file integrity monitoring, asset inventory and container security.