Qualys (NASDAQ:QLYS) Price Target Lowered to $113.00 at JPMorgan Chase & Co.

Qualys (NASDAQ:QLYS) had its price target cut by JPMorgan Chase & Co. from $117.00 to $113.00 in a research note released on Friday morning,Benzinga reports. They currently have an underweight rating on the software maker’s stock.

Several other brokerages have also recently commented on QLYS. Morgan Stanley reissued an “underweight” rating and set a $117.00 price target on shares of Qualys in a research report on Thursday, December 18th. Canaccord Genuity Group set a $150.00 price objective on Qualys in a report on Friday. Wall Street Zen upgraded shares of Qualys from a “hold” rating to a “buy” rating in a report on Saturday, November 8th. Weiss Ratings reiterated a “hold (c+)” rating on shares of Qualys in a research note on Monday, December 29th. Finally, Royal Bank Of Canada lowered their price objective on shares of Qualys from $140.00 to $134.00 and set a “sector perform” rating on the stock in a research note on Friday. One analyst has rated the stock with a Strong Buy rating, two have given a Buy rating, ten have assigned a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and a consensus target price of $140.46.

Qualys Stock Performance

NASDAQ QLYS opened at $110.80 on Friday. The stock has a market capitalization of $3.97 billion, a price-to-earnings ratio of 20.37 and a beta of 0.53. Qualys has a 52 week low of $109.72 and a 52 week high of $155.47. The stock’s 50 day moving average price is $137.08 and its two-hundred day moving average price is $135.11.

Qualys (NASDAQ:QLYS) last announced its earnings results on Thursday, February 5th. The software maker reported $1.87 EPS for the quarter, topping the consensus estimate of $1.78 by $0.09. Qualys had a net margin of 29.64% and a return on equity of 38.56%. The business had revenue of $175.28 million during the quarter, compared to analysts’ expectations of $173.18 million. During the same quarter in the prior year, the company posted $1.60 earnings per share. The firm’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, equities research analysts forecast that Qualys will post 3.85 EPS for the current year.

Insider Transactions at Qualys

In other news, CEO Sumedh S. Thakar sold 8,500 shares of Qualys stock in a transaction on Monday, December 15th. The stock was sold at an average price of $147.12, for a total transaction of $1,250,520.00. Following the completion of the sale, the chief executive officer owned 252,800 shares of the company’s stock, valued at approximately $37,191,936. This trade represents a 3.25% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CFO Joo Mi Kim sold 7,506 shares of the company’s stock in a transaction dated Tuesday, December 2nd. The shares were sold at an average price of $146.59, for a total transaction of $1,100,304.54. Following the completion of the transaction, the chief financial officer owned 108,074 shares in the company, valued at $15,842,567.66. This trade represents a 6.49% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 44,427 shares of company stock worth $6,217,050. Company insiders own 0.88% of the company’s stock.

Institutional Inflows and Outflows

Several hedge funds have recently made changes to their positions in the business. NewEdge Advisors LLC grew its position in Qualys by 3,948.0% during the first quarter. NewEdge Advisors LLC now owns 2,024 shares of the software maker’s stock worth $255,000 after buying an additional 1,974 shares in the last quarter. Sivia Capital Partners LLC bought a new stake in shares of Qualys during the 2nd quarter valued at $292,000. Truist Financial Corp grew its holdings in shares of Qualys by 57.3% during the 2nd quarter. Truist Financial Corp now owns 5,749 shares of the software maker’s stock worth $821,000 after purchasing an additional 2,094 shares in the last quarter. Mirae Asset Global Investments Co. Ltd. increased its position in shares of Qualys by 7.1% in the second quarter. Mirae Asset Global Investments Co. Ltd. now owns 8,718 shares of the software maker’s stock worth $1,246,000 after purchasing an additional 575 shares during the period. Finally, KLP Kapitalforvaltning AS raised its stake in Qualys by 22.0% in the second quarter. KLP Kapitalforvaltning AS now owns 14,400 shares of the software maker’s stock valued at $2,057,000 after purchasing an additional 2,600 shares in the last quarter. 99.31% of the stock is owned by institutional investors.

Qualys News Summary

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 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.