Qualys
Cloud platform for discovering, prioritizing and remediating cyber risk across hybrid IT environments.
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Profile
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
Categories
Key statistics
Year to date +42.7% · Average volume (30d) 727.3K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Aug 5, 2026 | Scotiabank | Reiterate | Outperform | $190 | $220 |
| Aug 5, 2026 | DA Davidson | Reiterate | Neutral | $125 | $165 |
| Aug 5, 2026 | Truist Financial | Target | $160 | $185 | |
| Aug 5, 2026 | Northland Securities | Target | $162 | $208 | |
| Aug 5, 2026 | Robert W. Baird | Target | $150 | $160 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 4, 2026Q2 FY26 | $1.78 | $1.98 | +11.2% | $178.6M | $182.2M | +2.0% | +13.78% |
| May 5, 2026Q1 FY26 | $1.81 | $1.95 | +7.7% | $173.6M | $175.6M | +1.2% | −1.41% |
| Feb 5, 2026Q4 FY25 | $1.78 | $1.87 | +5.1% | $173.2M | $175.3M | +1.2% | −13.31% |
| Nov 4, 2025Q3 FY25 | $1.56 | $1.86 | +19.2% | $173.2M | $169.9M | −1.9% | +20.56% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $159.9M | $164.1M | $169.9M | $175.3M | $176.6M | $182.2M | |
| Gross profit | $131.0M | $135.2M | $142.1M | $146.1M | $147.4M | $151.9M | |
| Operating income | $51.8M | $51.4M | $60.0M | $58.8M | $62.9M | $61.9M | |
| Net income | $47.5M | $47.3M | $50.3M | $53.2M | $50.6M | $52.4M | |
| Diluted EPS | $1.29 | $1.29 | $1.39 | $1.47 | $1.42 | $1.50 | |
| Gross margin | 81.9% | 82.4% | 83.6% | 83.4% | 83.4% | 83.4% | |
| Operating margin | 32.4% | 31.3% | 35.3% | 33.6% | 35.6% | 34.0% |
Fiscal years (4-quarter sums)FY21 $411.2M · FY22 $489.7M · FY23 $554.5M · FY24 $607.6M · FY25 $669.1M
Revenue by product · Q2 FY26
Revenue by geography · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $426.3M · Total debt $53.4M · Total assets $1.07B · Shareholders' equity $562.2M
Dividends
No dividends on record.
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 35.22M · Float 34.83M · 98.9% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 5.76M | 16.36% | 13F | Aug 7, 2026 |
| Vanguard Portfolio Management LLC | 2.70M | 7.66% | 13F | Aug 13, 2026 |
| Vanguard Capital Management LLC | 1.59M | 4.52% | 13F | Aug 13, 2026 |
| State Street Corp | 1.46M | 4.13% | 13F | Aug 7, 2026 |
| Legal & General Group PLC | 1.44M | 4.08% | 13F | Aug 14, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 20, 2026 | Wendy Pfeiffer | director | −500 | $185.00 |
| Aug 20, 2026 | Bruce K. Posey | officer: CHIEF LEGAL OFFICER | −866 | $184.23 |
| Aug 14, 2026 | Sumedh S. Thakar | director, officer: CEO & PRESIDENT | −3,200 | $188.97 |
| Aug 3, 2026 | Joo Mi Kim | officer: CHIEF FINANCIAL OFFICER | −1,627 | $153.04 |
| Jul 20, 2026 | Wendy Pfeiffer | director | −500 | $158.19 |
Peers
- Tenable
Direct head-to-head across VM, exposure mgmt, cloud, identity, WAS, and OT
- Microsoft
Competes via M365 E5 bundling — VM and exposure mgmt at zero incremental cost
- Rapid7
Head-to-head VM and CNAPP rival; SIEM/MDR via InsightIDR is structural edge
- CrowdStrike
Falcon Exposure Mgmt and Cloud Security overlap VMDR and TotalCloud
- Palo Alto Networks
Prisma Cloud, Cortex Xpanse, and XSIAM overlap CNAPP, EASM, and ETM
- SentinelOne
Singularity bolt-on VM and CNAPP overlap VMDR and TotalCloud on a single agent
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Qualys | $187.05 | +0.06% | $6.59B | 32.4 | 23.3 | 9.4 | +11.0% |
| Tenable | $37.70 | +0.13% | $4.15B | 604.7 | 18.4 | 4.0 | +8.6% |
| Microsoft | $513.06 | −0.06% | $3.81T | 28.6 | 26.2 | 11.5 | +17.8% |
| Rapid7 | $13.45 | +1.13% | $888.2M | 43.6 | 7.1 | 1.0 | −1.6% |
| CrowdStrike | $217.75 | −0.30% | $222.39B | 6,720.0 | 157.7 | 41.2 | +25.8% |
| Palo Alto Networks | $372.18 | +0.16% | $302.85B | 323.1 | 94.9 | 28.6 | +31.2% |
| SentinelOne | $21.42 | −0.63% | $7.25B | — | 49.4 | 6.6 | +20.6% |
| Median | 323.1 | 37.8 | 9.0 | +19.2% |