QLYS
Qualys, Inc.

Qualys, Inc.QLYS

Technology · Software - Infrastructure
182.94USD
-1.00%
Sep 25, 2026
QLYS overview ready
Cloud-Delivered Continuous Exposure Management for Hybrid Enterprise Security
Qualys is a direct, largely pure-play provider of cloud-delivered exposure-management capabilities: asset discovery, vulnerability and configuration management, risk-based prioritization, patch/remediation workflows, compliance assessment, endpoint detection and response, and cloud-native posture/workload protection.
Direct narrative exposure
Exposed to the Enterprise Cybersecurity Modernization narrative through Continuous Exposure Management — pure play.
An early price trend
Longer-term context reads early trend, with a near-term setup of daily advance.
Demanding valuation
Qualys, Inc. carries a Expensive valuation stance that the scored components do not clearly support.
Solid fundamentals
Free cash flow yield is strong.
Primary risk
Intense competition in cybersecurity software market.
Market Sep 24Filing Jun 30Price action Sep 24Research Sep 3

Conviction Level

NarrativeHeat8.0ThemeHeat7.7PriceAction7.1Valuation2.3CompanyPosition9.3
Price
Loading price history…

Price Action

An early price trend
Longer-term context reads early trend, with a near-term setup of daily advance.
EntryBreakout + retest

Price broke through the weekly SMA200, then retested it constructively and recovered — a fresh structural entry rather than a chase.

Key Financials

Market Cap
$6.3B
Avg Volume (60D)
749.8K
60 sessions
Revenue Growth YoY
+10.1%
FY2025 vs FY2024
Gross Margin
+83.3%
Trailing twelve months
Operating Margin
+34.4%
Trailing twelve months
Free Cash Flow Yield
+5.0%
Distance from 200DMA
+44.5%
Next Earnings
2026-11-03
P/E
30.6x
Market metrics as of Sep 24, 2026
Financial results for the period ended Jun 30, 2026
Filed balance-sheet data as of Jun 30, 2026

Fundamentals & Valuation

One of the two valuation perspectives says expensive; intrinsic is the dissenting view.
Qualys, Inc. carries a Expensive valuation stance that the scored components do not clearly support. Treat it as unresolved.

What changed

  • QLYS rose 15.1% in one session
    QLYS closed +15.1% while the broad market was close to flat (-0.5%).
    2026-09-14
  • Qualys (QLYS) Posts Double-Digit Growth And Still Raises The Bar
    Dated 2026-09-05.
    2026-09-05 · source

Company Research

Thesis
Qualys is a direct, largely pure-play provider of cloud-delivered exposure-management capabilities: asset discovery, vulnerability and configuration management, risk-based prioritization, patch/remediation workflows, compliance assessment, endpoint detection and response, and cloud-native posture/workload protection.
Opportunity
Moderate opportunity
Enterprise security budgets shifting from periodic vulnerability scanning and siloed controls toward continuous discovery, contextual risk prioritization, validation, and remediation across hybrid infrastructure, cloud workloads, applications, and endpoints.
Key risk
Intense competition in cybersecurity software market.

Narrative & Theme

Enterprise Cybersecurity Modernization
Part of Continuous Exposure Management, with strong fit.
Its current Enterprise TruRisk platform centers on continuous asset visibility, aggregation of risk signals, business-context prioritization, and remediation across infrastructure, cloud, and applications.
Narrative HeatHeating up8.0 / 10
Theme HeatHeating up7.7 / 10

Business & Markets

Technology · Software - Infrastructure
What they do

Qualys, Inc. operates a cloud-based platform providing IT, security, and compliance solutions globally, enabling customers to manage cybersecurity risks and compliance through software applications.

How it earns

The company primarily generates revenue through subscription-based licensing of its cloud applications and platforms.

Products & services
Qualys Cloud Apps (cybersecurity asset management, vulnerability management, patch management, endpoint detection and response, policy audit, file integrity monitoring)
TotalCloud (cloud-native application protection platform)
Customers & end markets
Enterprises requiring IT security and compliance solutions
Organizations with cloud infrastructure and application security needs
Market position

Qualys is a recognized leader in cloud-based IT security and compliance software solutions.

Demand drivers
Low cyclicality

Demand for cybersecurity and compliance solutions tends to be stable and driven by ongoing security needs rather than economic cycles.