QLYS

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Qualys stock has delivered a 38.8% return over the past five years, yet both the Discounted Cash Flow (DCF) intrinsic value estimate and market multiples currently point to the shares trading at a premium, even as recent news has lifted sentiment. Over five years, Qualys has returned 38.8%, which suggests patient shareholders have already captured a meaningful portion of the stock’s value story. JPMorgan’s upgrade and higher price target highlight that growth expectations in vulnerability management can support the current share price. At the same time, recent insider selling may signal some concern about how much upside is left. Qualys passes only 2 of 6 valuation checks, which leans expensive rather than a clear bargain on the broader metrics. The issue now is whether Qualys’s current valuation leaves enough room for investors who are considering buying or adding to a position after the latest move. Qualys delivered -1.3% returns over the last year. See how this stacks up to the rest of the Software industry. The Discounted Cash Flow (DCF) model values Qualys by projecting future free cash flows and discounting them back to today. In this framework, the company’s latest twelve month free cash flow of about $286.4 million is treated as growing initially and then settling into more modest expansion over time, which suits a business that already generates substantial cash. Using that 2 Stage Free Cash Flow to Equity approach, the model arrives at an estimated intrinsic value of about $125.98 per share. Based on this estimate, the DCF suggests Qualys is roughly 17.6% above that intrinsic value, so the stock screens as overvalued rather than a clear bargain at current prices. JPMorgan’s recent upgrade and higher price target may help explain why the market is comfortable paying more than what this cash flow based model implies. On a DCF basis, Qualys currently looks overvalued compared with the cash flows that analysts and the model are pricing in. Our Discounted Cash Flow (DCF) analysis suggests Qualys may be overvalued by 17.6%. Discover 43 high quality undervalued stocks or create your own screener to find better value opportunities. Head to the Valuation section of our Company Report for more details on how we arrive at...

Palo Alto Networks PANW shares have lost 8.5% since the company reported its third-quarter fiscal 2026 results on June 2. The decline in share price can be attributed to the rising integration and acquisition-related costs. As a result of back-to-back acquisitions, PANW is incurring high integration-related costs, including onboarding employees, aligning go-to-market teams and integrating systems and operations. Acquisition-related costs in the third quarter of fiscal 2026 amounted to $113 million, a whopping increase from $5 million incurred in the prior quarter. These costs are expected to hurt the company's profitability before the benefits of synergies from acquisitions are fully realized. Further, PANW’s non-GAAP operating expenses rose to $1.46 billion in the third quarter of fiscal 2026, up from $1.19 billion incurred in the prior quarter. As a percentage of revenues, operating expenses expanded 290 basis points, sequentially. As a result, non-GAAP operating income margin contracted 320 basis points on a sequential basis. PANW is incurring rising costs, which could lead to slower operating leverage and warrants some caution about the company’s near-term prospects. Palo Alto Networks, Inc. (PANW) is currently trading at a high price-to-sales (P/S) multiple, above the Zacks Security industry. Palo Alto Networks’ forward 12-month P/S ratio sits at 16.84X, higher than the Zacks Security industry’s forward 12-month P/S ratio of 15.39X. The Zacks Value Score of F also suggests that PANW stock is overvalued. Image Source: Zacks Investment Research The stock trades at a premium valuation to other industry peers, including Qualys QLYS, Zscaler ZS and Check Point Software CHKP. At present, Qualys, Zscaler and Check Point Software have P/S multiples of 5.18X, 5.54X and 4.95X, respectively. However, for investors, not everything is gloom and doom. Palo Alto Networks is well-positioned to capitalize on the growing demand for advanced cybersecurity solutions. According to Fortune Business Insights, the global cybersecurity market is projected to expand from $248.28 billion in 2026 to $699.39 billion by 2034, representing a massive addressable market. As cyber threats become more sophisticated, enterprises are increasingly prioritizing multi-layered security platforms, which directly contribute to PANW’s strengths. Palo Alto Networks’ wide range of innovative produc...

A month has gone by since the last earnings report for Qualys (QLYS). Shares have added about 22.9% in that time frame, outperforming the S&P 500. Will the recent positive trend continue leading up to its next earnings release, or is Qualys due for a pullback? Well, first let's take a quick look at the latest earnings report in order to get a better handle on the recent drivers for Qualys, Inc. before we dive into how investors and analysts have reacted as of late. Qualys delivered first-quarter 2026 earnings of $1.95 per share, which increased 16.8% year over year and beat the Zacks Consensus Estimate by 7.7%. Revenues rose 9.8% year over year to $176 million and surpassed the consensus mark by 1.3%. First-quarter results reflected benefits from a favorable mix shift toward partners and continued traction in newer platform offerings, alongside steady customer spending behavior. Qualys’ net dollar expansion rate improved to 104% from 103% in the previous quarter. Qualys’ earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, the average surprise being 11.58%. Qualys’ business model continued to pair solid top-line expansion with industry-leading profitability. On a non-GAAP basis, gross profit soared 11% year over year to $148.3 million, while non-GAAP margin remained flat at 84%. Non-GAAP operating income increased 14% to $80.9 million, and non-GAAP operating margin improved 100 basis points to 46%. Adjusted EBITDA jumped 11% year over year to $83.3 million. Adjusted EBITDA margin remained flat at 47%, underscoring continued operating leverage, even as the company invested in growth. The quarter highlighted Qualys’ strategic emphasis on expanding through its partner ecosystem. Channel contribution increased to 52% of total revenues, up from 49% a year ago, with channel-partner revenues rising 17% year over year and direct revenues up 3%. Geographically, growth remained stronger outside the United States. International revenues increased 15% year over year versus 6% domestic growth, resulting in a 55% U.S. and 45% international mix for the quarter. Qualys continues to push beyond core vulnerability management into a broader “risk operations” platform narrative. On a last-12-month basis through the first quarter of 2026, vulnerability management remained the largest component of total bookings at 50%, while ETM/CSAM (Enterprise TruR...

Shares of Netskope declined sharply Thursday after the company reported mixed fiscal 2027 first-quarter earnings, with underwhelming new annual recurring revenue. A slew of Wall Street firms lowered price targets on the cybersecurity company. Netskope stock sank 18% to $10.17 on Thursday, putting it on pace for its largest ever daily percentage decline, according to Dow Jones Market Data.

Qualys’ first quarter results for 2026 reflected solid operational execution, with management attributing performance to increased adoption of its autonomous remediation and AI-driven security solutions. Despite outperforming Wall Street’s revenue and profitability expectations, the market reaction was negative, as some investors appeared cautious about the pace of customer expansion and potential macro headwinds. CEO Sumedh Thakar highlighted a surge in demand for automated patch management and exploit validation, emphasizing feedback from CISOs seeking faster, less manual remediation workflows amid a rising tide of vulnerabilities. Is now the time to buy QLYS? Find out in our full research report (it’s free). Revenue: $175.6 million vs analyst estimates of $173.7 million (9.8% year-on-year growth, 1.1% beat) Adjusted EPS: $1.95 vs analyst estimates of $1.80 (8.4% beat) Adjusted Operating Income: $80.87 million vs analyst estimates of $75.42 million (46% margin, 7.2% beat) The company slightly lifted its revenue guidance for the full year to $724 million at the midpoint from $721 million Management raised its full-year Adjusted EPS guidance to $7.55 at the midpoint, a 3.2% increase Operating Margin: 34.7%, up from 32.4% in the same quarter last year Annual Recurring Revenue: $702.6 million (9.8% year-on-year growth, beat) Billings: $167.5 million at quarter end, up 9.4% year on year Market Capitalization: $3.22 billion While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Patrick Edwin Colville (Scotiabank) asked how increased interest in AI models like OpenAI and Anthropic could affect Qualys’ financial trajectory. CEO Sumedh Thakar responded that while customer engagement is high, it is too early to quantify a material impact on guidance. Roger Boyd (UBS) inquired about drivers of new customer additions and the influence of patch management on these conversations. Thakar highlighted focused execution and the appeal of automated remediation, but emphasized that ETM adoption is still in its early stages. Kingsley Crane (Canaccord) sought clarification on the relevance of advanced AI model integrations and how they might...

FOSTER CITY, Calif. (AP) — FOSTER CITY, Calif. (AP) — Qualys Inc. (QLYS) on Tuesday reported first-quarter profit of $50.6 million. The Foster City, California-based company said it had profit of $1.42 per share. Earnings, adjusted for one-time gains and costs, came to $1.95 per share. The results surpassed Wall Street expectations. The average estimate of six analysts surveyed by Zacks Investment Research was for earnings of $1.81 per share. The maker of security-analysis software posted revenue of $175.6 million in the period, which also topped Street forecasts. Six analysts surveyed by Zacks expected $173.5 million. For the current quarter ending in June, Qualys expects its per-share earnings to range from $1.73 to $1.80. The company said it expects revenue in the range of $177.5 million to $179.5 million for the fiscal second quarter. Qualys expects full-year earnings in the range of $7.44 to $7.65 per share, with revenue ranging from $721 million to $727 million. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on QLYS at https://www.zacks.com/ap/QLYS

Qualys (QLYS) came out with quarterly earnings of $1.95 per share, beating the Zacks Consensus Estimate of $1.81 per share. This compares to earnings of $1.67 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +8.03%. A quarter ago, it was expected that this maker of security-analysis software would post earnings of $1.78 per share when it actually produced earnings of $1.87, delivering a surprise of +5.06%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. Qualys, which belongs to the Zacks Security industry, posted revenues of $175.64 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 1.26%. This compares to year-ago revenues of $159.9 million. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Qualys shares have lost about 30.4% since the beginning of the year versus the S&P 500's gain of 5.2%. While Qualys has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Qualys was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks her...

Qualys (QLYS) reported Q1 adjusted earnings late Tuesday of $1.95 per diluted share, up from $1.67 a

Management attributes performance to the transition from manual remediation to an AI-native Risk Operation Center (ROC) framework that prioritizes actual over theoretical risk. The surge in AI-driven vulnerability discovery has collapsed exploit windows to under a day, necessitating Qualys' shift toward autonomous remediation and closed-loop validation. Strategic positioning focuses on 'Enterprise TruRisk Management' (ETM) to consolidate siloed telemetry and eliminate 'dashboard tourism' for CISOs. Operational success is driven by the 'agentic AI' workforce, which has already deployed 40 million patches autonomously with Six Sigma accuracy. The company is leveraging its 20-year proprietary data set to train AI models that predict patch-induced outages, providing a competitive advantage in reliability. Channel partnerships now contribute 52% of total revenue, reflecting a deliberate strategic pivot toward an indirect-led growth model. Full-year 2026 revenue guidance of $721 million to $727 million assumes no material change in net dollar expansion rates despite macro volatility. Management expects the GA launch of 'Q-Flex' later this year to provide enterprise customers with flexible credit-based procurement for rapid product pivoting. The guidance methodology incorporates a 'baseline case' that balances AI-driven demand tailwinds against potential geopolitical and macro headwinds. Future growth is indexed to the 'ETM/CSAM cohort' expansion, which currently shows a higher net dollar expansion rate of 107% compared to the 104% company average. Planned investments will prioritize sales and marketing over engineering and G&A to accelerate partner programs and federal market penetration. New strategic partnerships with OpenAI and Anthropic provide early access to frontier models for advancing vulnerability and threat intelligence. A strategic alliance with Converge Insurance allows customers to qualify for premium reductions by demonstrating security hygiene via the Qualys platform. Management flagged that while AI models increase inbound interest, they may also increase sales cycle complexity as customers evaluate shifting technology landscapes. Federal business growth remains a key strategic pillar, supported by advancing FedRAMP High status and modernizing outdated on-prem government deployments. Our analysts just identified a stock with the potential to be th...

Q1 Revenue Growth of 10% Year-Over-Year Raises 2026 Revenue Guidance to $721.0-$727.0 million FOSTER CITY, Calif., May 5, 2026 /PRNewswire/ -- Qualys, Inc. (NASDAQ: QLYS), a leading provider of disruptive cloud-based IT, security and compliance solutions, today announced financial results for the first quarter ended March 31, 2026. For the quarter, the Company reported revenues of $175.6 million, net income under United States Generally Accepted Accounting Principles ("GAAP") of $50.6 million, non-GAAP net income of $69.6 million, Adjusted EBITDA of $83.3 million, GAAP net income per diluted share of $1.42, and non-GAAP net income per diluted share of $1.95. "We are pioneering a new category in pre-breach risk management by bringing autonomous exploit validation, risk quantification, and remediation together within a single AI-driven risk fabric that redefines how enterprises operationalize cyber risk," said Sumedh Thakar, Qualys' president and CEO. "This quarter's solid results in part reflect the tangible impact of our AI-native Risk Operations Center and growing adoption of our Enterprise TruRisk Management solution, continuous innovation, expanding partner ecosystem, and promising early engagement from QFlex. Powered by a differentiated closed-loop system of record, a growing marketplace of agentic AI solutions, and leading model integrations, we are unifying cyber risk workflows, reducing operational complexity, and addressing security's toughest challenges at the speed of modern attacks. This reinforces our confidence in delivering durable, long-term profitable growth through the innovation and financial discipline that have long defined Qualys." First Quarter 2026 Financial Highlights Revenues: Revenues for the first quarter of 2026 increased by 10% to $175.6 million compared to $159.9 million for the same quarter in 2025. Gross Profit: GAAP gross profit for the first quarter of 2026 increased by 11% to $145.6 million compared to $131.0 million for the same quarter in 2025. GAAP gross margin was 83% for the first quarter of 2026 compared to 82% for the same quarter in 2025. Non-GAAP gross profit for the first quarter of 2026 increased by 11% to $148.3 million compared to $133.7 million for the same quarter in 2025. Non-GAAP gross margin was 84% for both the first quarter of 2026 and for the same quarter in 2025. Operating Income: GAAP operating income...

Image source: The Motley Fool. Tuesday, May 5, 2026 at 5 p.m. ET President and Chief Executive Officer — Sumedh Thakar Chief Financial Officer — Joo Mi Kim Need a quote from a Motley Fool analyst? Email [email protected] Sumedh Thakar: Thanks, Blair, and welcome to our first quarter earnings call. I'm pleased to report we delivered another quarter of strong revenue growth and profitability. With the accelerated progress of new frontier models, discovering vulnerabilities and writing experts autonomously, the number of detections is going to go up significantly while the exploit window is going to shrink dramatically. The need for organizations to know their true risk to effectively prioritize and auto-remediate riskiest vulnerabilities in less than a day has never been greater. This is why we innovated with the ETM enterprise tourist management platform, which implements an AI rock risk operation center so customers can get the risks remediated instead of relying on dashboard tourism with siloed products that increase their exposure. Given our #1 rating in the GigaOM Patch Management radar with over 150 million patches deployed and over 40 million of these delivered autonomously in the last year with a Six Sigma accuracy organizations are turning to Qualys as the trusted solution to help them move from current broken manual remediation processes to high-impact, low-risk autonomous remediation workflow at scale that go beyond patch management. And that's exactly where we are focused. With exploitable vulnerability volumes surging 6.5x and average time to expect collapsing to under a day as adversaries weaponized vulnerabilities before Patches even exists, security teams focus on theoretical exposure are overwhelmed. Just finding more and more vulnerabilities doesn't equal risk. Real risk is determined by whether an adversity can successfully execute and explore path in an organization's live environment. That's why I'm pleased to report that our most recent addition to our agent AI marketplace agent Vail is now generally available, powered by TruConfirm within our ATM solution agent well delivers closed-loop exploit validation and autonomous remediation directly to the rock. Using autonomous exploit validation at scale, we remove the guest work for customers by running safe exploits over the network to confirm whether attackers will succeed in their breach attempts...

Qualys reported Q1 revenue of $175.6 million (+10% YoY), raised full-year revenue guidance to $721–727 million (implying 8–9% growth), and delivered adjusted EBITDA of $83.3 million (47% margin) with EPS of $1.95. Management emphasized a shift to “pre-breach” risk management—centering on its ETM platform and AI-native Risk Operations Center—with the general availability of Agent Val for closed-loop exploit validation and autonomous remediation plus an AI-powered patch reliability score. Go-to-market momentum is partner-led (channels now 52% of revenue, channel revenue +17% YoY), highlighted by alliances with OpenAI, Anthropic and a cyber-insurance tie-up with Converge Insurance, while TotalCloud received industry recognition and QFlex entered expanded beta testing. Interested in Qualys, Inc.? Here are five stocks we like better. 3 Under-the-Radar Cybersecurity Stocks With Major Upside Potential Qualys (NASDAQ:QLYS) reported first-quarter 2026 results that management said reflected continued revenue growth and profitability, while emphasizing a product strategy centered on “pre-breach” risk management, exploit validation, and autonomous remediation. The company also raised its full-year revenue and earnings outlook modestly, citing a solid start to the year but maintaining a generally cautious view on customer expansion amid macro uncertainty. President and CEO Sumedh Thakar said Qualys is positioning its Enterprise TruRisk Management (ETM) platform and “AI-native Risk Operations Center” (ROC) to help customers prioritize and remediate vulnerabilities faster as exploit windows shrink. → Roblox Stock Slides to New Low as Safety Changes Weigh on Outlook Tenable proves cybersecurity defense is the best Thakar argued that increasing vulnerability discovery and exploit development—accelerated by new AI models—requires organizations to move beyond visibility and dashboards toward “closed-loop” workflows that confirm exploitability and drive remediation. He said Qualys’ approach aims to identify the small subset of vulnerabilities that are actually exploitable in production environments, describing “real risk” as whether an adversary can execute an exploit path “in an organization’s live environment.” Thakar highlighted the general availability of Agent Val, an addition to the company’s “Agentic AI marketplace.” He said Agent Val, powered by TruConfirm within ETM, p...