Qualys, Inc. (QLYS) AI Stock Analysis

Founded in 1999 and based in Foster City, California, Qualys, Inc. provides cloud-based IT, security, and compliance solutions through its Qualys Cloud Apps suite. Built on the Qualys Cloud Platform, its offerings include Vulnerability Management, Threat Protection, Patch Management, Endpoint Detection and Response, and Web Application Scanning. The platform enables organizations to manage IT assets, analyze security data, prioritize vulnerabilities, implement remediation, and maintain continuous compliance monitoring. Qualys serves industries such as education, financial services, government, healthcare, manufacturing, retail, and technology via direct sales and channel partners including managed service providers.

Qualys grew annual revenue from $411.2M in FY2021 to $669.1M in FY2025, representing a 5-year revenue CAGR of 13.0%. Revenue increased 10.1% in FY2025, up from 9.6% growth in FY2024. Profitability expanded consistently, with gross margin rising from 78.2% in FY2021 to 82.8% in FY2025, and operating margin improving from 21.3% to 33.2%. Net income reached $198.3M in FY2025, with diluted EPS of $7.08. Over the trailing twelve months ending June 30, 2026, revenue stood at $703.0M with a 29.4% profit margin. For the latest quarter, quarterly revenue grew 11.0% year-over-year while quarterly earnings expanded 16.1%.

As of June 30, 2026, Qualys held $426.3M in cash and short-term investments against $53.4M in total debt, resulting in a net cash position of $372.9M. The company maintains a current ratio of 1.38 and a low debt-to-equity ratio of 0.09 across $562.2M in shareholders' equity. In FY2025, Qualys generated $309.4M in operating cash flow and $304.4M in free cash flow. Capital expenditures totaled $5.0M, while $183.4M was directed toward share buybacks, helping decrease share count by 11.7% over 5 years.

Qualys trades at a trailing P/E of 31.4x and a forward P/E of 21.9x, compared to medians of 28.1x and 18.8x, respectively, for its US-listed Technology peers. Its enterprise value to EBITDA sits at 23.7x versus the peer median of 16.6x, and its price-to-sales ratio is 9.1x against the peer median of 2.8x. Over the past year, the stock returned 41.9%, outperforming the S&P 500 return of 16.8%. However, its 5-year return of 58.3% trails the S&P 500 5-year return of 83.0%.

Wall Street coverage comprises 3 Strong Buy, 1 Buy, 17 Hold, 0 Sell, and 1 Strong Sell ratings. The mean price target of $181.03 matches the last close of $181.05 with a -0.0% variance. For the current fiscal year ending December 31, 2026, consensus estimates project revenue of $735.1M and EPS of $7.81, reflecting 10.5% earnings growth. Qualys beat EPS estimates in each of the last 4 quarters, and its next earnings date is November 3, 2026.

This page is an AI-written research summary of Qualys, Inc. (QLYS). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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