Qualys (QLYS)
Cloud platform for discovering, prioritizing and remediating cyber risk across hybrid IT environments.
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Sells subscription cloud software for asset discovery, vulnerability prioritization, compliance, cloud and application security, and remediation. Its Enterprise TruRisk Platform reuses shared agents, scanners, data and workflows across modules, while channel partners generate roughly half of revenue.
Delivers cloud-based IT security and compliance software through the Enterprise TruRisk Platform. VMDR discovers assets, identifies vulnerabilities and prioritizes remediation; Enterprise TruRisk Management combines Qualys and third-party telemetry into a shared risk view. Cloud Agents, scanners and passive sensors collect data across on-premises systems, endpoints, cloud workloads, containers and operational technology.
Adjacent Cloud Apps include TotalCloud for cloud-native application protection, TotalAppSec for web applications and APIs, Policy Audit for configuration compliance, and TruRisk Eliminate for patching and other remediation. Shared sensors, data and workflows let customers add modules without deploying separate platforms.
Serves more than 10,000 enterprises, government agencies and smaller businesses worldwide, with a little over half of revenue billed to U.S. customers. Revenue is primarily renewable annual subscriptions, and roughly half is generated through channel partners.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 10, 2026 | Wedbush | Downgrade | Target: $160 | Target: $175 |
| Aug 5, 2026 | Scotiabank | Reiterate | Rating: —Target: $190 | Target: $220 |
| Aug 5, 2026 | DA Davidson | Reiterate | Rating: —Target: $125 | Target: $165 |
| Aug 5, 2026 | Truist Financial | Target | Target: $160 | Target: $185 |
| Aug 5, 2026 | Northland Securities | Target | Target: $162 | Target: $208 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $426.3M · Total debt $53.4M · Total assets $1.07B · Shareholders' equity $562.2M
- Revenue
- $182.2M
- Operating income
- $61.9M
- Net income
- $52.4M
No dividends on record.
| Institutions | 108.04% | 37.38M shares | |
|---|---|---|---|
| 451 holders · as of Jun 30, 2026 | |||
| Insiders | 1.08% | 371.9K shares | |
| 9 holders · as of Sep 15, 2026 | |||
| Strategic holders | 10.23% | 3.54M shares | |
| 1 holder · as of Feb 8, 2022 | |||
| Adds to | 119.35% | ||
34.60M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
These groups come from separate filings that can overlap, so they add to 119.35%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 16.66% | 5.76M | as of Jun 30, 2026 |
Philippe Courtot Family Trust1Strategic10 percent owner | 10.23% | 3.54M | filed Feb 8, 2022 |
Vanguard Portfolio Management LLCInstitution | 7.79% | 2.70M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 4.60% | 1.59M | as of Jun 30, 2026 |
State Street CorpInstitution | 4.21% | 1.46M | as of Jun 30, 2026 |
- Philippe Courtot Family Trust's own ownership statement (13G, Feb 8, 2022) reports fewer shares than the transaction reports; the statement is used.
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 14, 2026 | Sumedh S. Thakar | director, officer: CEO & PRESIDENT | −3,200 | $170.05 |
| Sep 2, 2026 | Thomas Berquist | director | −511 | $175.27 |
| Sep 2, 2026 | Joo Mi Kim | officer: CHIEF FINANCIAL OFFICER | −1,030 | $169.62 |
| Aug 20, 2026 | Wendy Pfeiffer | director | −500 | $185.00 |
| Aug 20, 2026 | Bruce K. Posey | officer: CHIEF LEGAL OFFICER | −866 | $184.23 |
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- Rapid7
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- CrowdStrike
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- Palo Alto Networks
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- SentinelOne
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Qualys | $180.02 | −0.56% | $6.38B | 31.3 | 22.4 | 9.1 | +11.0% |
| Tenable | $35.21 | −2.73% | $3.99B | 581.1 | 17.2 | 3.8 | +8.6% |
| Microsoft | $495.48 | −1.22% | $3.72T | 27.9 | 25.3 | 11.2 | +17.8% |
| Rapid7 | $12.09 | −3.09% | $833.4M | 40.9 | 6.4 | 1.0 | −1.6% |
| CrowdStrike | $245.74 | −1.45% | $253.90B | 7,104.0 | 174.4 | 47.1 | +25.8% |
| Palo Alto Networks | $366.60 | −1.39% | $302.98B | 844.9 | 87.6 | 26.4 | +34.5% |
| SentinelOne | $23.50 | −1.26% | $8.01B | — | 59.2 | 7.3 | +20.6% |
| Median | 581.1 | 42.3 | 9.3 | +19.2% |