Qualys (NASDAQ:QLYS) Reaches New 1-Year Low After Insider Selling

Qualys, Inc. (NASDAQ:QLYS)’s share price hit a new 52-week low during mid-day trading on Saturday following insider selling activity. The company traded as low as $109.72 and last traded at $110.80, with a volume of 2105687 shares traded. The stock had previously closed at $127.81.

Specifically, CFO Joo Mi Kim sold 6,799 shares of the company’s stock in a transaction that occurred on Wednesday, February 4th. The shares were sold at an average price of $128.46, for a total value of $873,399.54. Following the completion of the transaction, the chief financial officer directly owned 88,489 shares in the company, valued at $11,367,296.94. This represents a 7.14% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CFO Joo Mi Kim sold 3,414 shares of the firm’s stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $135.63, for a total transaction of $463,040.82. Following the sale, the chief financial officer owned 88,489 shares in the company, valued at $12,001,763.07. The trade was a 3.71% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing.

Analyst Ratings Changes

QLYS has been the subject of several recent analyst reports. Truist Financial reaffirmed a “hold” rating and issued a $120.00 target price (down previously from $130.00) on shares of Qualys in a report on Friday. Morgan Stanley reaffirmed an “underweight” rating and issued a $117.00 price objective on shares of Qualys in a research note on Thursday, December 18th. Canaccord Genuity Group set a $150.00 target price on Qualys in a research report on Friday. Robert W. Baird set a $150.00 price target on Qualys in a report on Wednesday, November 5th. Finally, Royal Bank Of Canada dropped their price target on Qualys from $140.00 to $134.00 and set a “sector perform” rating for the company in a research note on Friday. One analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating, ten have given a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat.com, Qualys has a consensus rating of “Hold” and an average target price of $140.46.

Trending Headlines about Qualys

Here are the key news stories impacting Qualys this week:

• Positive Sentiment: Q4 results beat expectations — EPS $1.87 vs. $1.78 est; revenue $175.3M vs. $173.2M and revenue +10.1% YoY, showing steady growth and margin expansion. Qualys Q4 Earnings Surpass Expectations, Revenues Increase Y/Y
• Positive Sentiment: Management raised forward guidance: FY2026 EPS 7.170–7.450 (vs. consensus ~6.59) and Q1 EPS 1.760–1.830 (vs. ~1.57), which signals confidence in underlying business momentum. Qualys Announces Fourth Quarter and Full Year 2025 Financial Results
• Positive Sentiment: Board authorized a $200M increase to the share repurchase program — a capital return that reduces float and supports EPS. Qualys Announces Fourth Quarter and Full Year 2025 Financial Results
• Positive Sentiment: Analyst support: Wedbush reaffirmed an Outperform rating and $155 price target, implying substantial upside versus current levels. Wedbush Reaffirms Outperform, $155 PT
• Neutral Sentiment: Earnings call and presentation emphasize strategic initiatives, stronger channel sales and expanding margins — useful for longer-term thesis but less immediately market-moving than headline beats/guidance. Qualys Q4 2025 Earnings Call Transcript
• Negative Sentiment: Despite the beat and upgraded guidance, the stock is down today on heavy volume and sits below its 50- and 200-day moving averages — suggesting short-term profit-taking, broader sector pressure or a market re-rating. (Trading stats and moving averages from market data released with the earnings updates.)

Qualys Trading Down 13.3%

The business has a 50-day moving average price of $137.08 and a 200 day moving average price of $135.11. The stock has a market capitalization of $3.97 billion, a P/E ratio of 20.37 and a beta of 0.53.

Qualys (NASDAQ:QLYS) last released its quarterly earnings results on Thursday, February 5th. The software maker reported $1.87 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.78 by $0.09. Qualys had a net margin of 29.64% and a return on equity of 38.56%. The company had revenue of $175.28 million for the quarter, compared to the consensus estimate of $173.18 million. During the same quarter in the prior year, the firm earned $1.60 earnings per share. Qualys’s revenue was up 10.1% on a year-over-year basis. Qualys has set its Q1 2026 guidance at 1.760-1.830 EPS and its FY 2026 guidance at 7.170-7.450 EPS. On average, sell-side analysts predict that Qualys, Inc. will post 3.85 earnings per share for the current fiscal year.

Institutional Inflows and Outflows

A number of institutional investors have recently made changes to their positions in the business. EverSource Wealth Advisors LLC grew its position in Qualys by 8.9% in the fourth quarter. EverSource Wealth Advisors LLC now owns 1,231 shares of the software maker’s stock worth $164,000 after acquiring an additional 101 shares in the last quarter. Global Retirement Partners LLC lifted its stake in shares of Qualys by 26.2% in the 4th quarter. Global Retirement Partners LLC now owns 3,914 shares of the software maker’s stock valued at $520,000 after purchasing an additional 812 shares during the last quarter. Mach 1 Financial Group LLC purchased a new position in shares of Qualys in the 4th quarter worth approximately $622,000. Leonteq Securities AG bought a new position in shares of Qualys during the 4th quarter valued at approximately $381,000. Finally, Banque Cantonale Vaudoise increased its position in shares of Qualys by 58.7% during the 4th quarter. Banque Cantonale Vaudoise now owns 23,278 shares of the software maker’s stock valued at $3,094,000 after purchasing an additional 8,611 shares during the last quarter. Institutional investors own 99.31% of the company’s stock.

About Qualys

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.