Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$6.0B
35M shares
52-week range
$74.51 – $201.54
87% from low
Sector
SERVICES-PREPACKAGED SOFTWARE
Exchange
NASDAQ
CS
P/S (TTM)
9.3
EV / FCF (TTM)
20.2
Qualys is a cloud security and compliance solutions provider that helps businesses identify and manage their security risks and compliance requirements. The California-based company has more than 10,000 customers worldwide, the majority of which are small- and medium-size businesses. Qualys was founded in 1999 and went public in 2012.
www.qualys.comNo one on the platform currently holds QLYS.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 497,600 | $43.7M |
| Bridgewater Associatesas of 2026-03-31 | 10,219 | $897.7K |
No one on the platform has traded QLYS yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 43.7% | 51.1% | 33.8% | — | — | — |
| Rev. Growth % | 10.1% | 13.0% | ||||
| Profit Margin % | 29.6% | 25.0% | 21.9% | |||
| Free Cash Flow Margin % | 45.5% | 40.9% | 37.6% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +1.9% on the P/E track.
At today's price, your expected annual return is +7.2% on the P/E track.
At today's price, your expected annual return is +11.6% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $735M | +10.2% | $7.83 | $7.43–$7.92 | 23.7× | 13 |
| 2027 | $796M | +8.2% | $8.47 | $8.01–$8.78 | 21.9× | 14 |
| 2028 | $858M | +7.7% | $8.93 | $7.78–$10.14 | 20.8× | 7 |
| 2029 | $950M | +10.8% | $10.10 | $9.87–$10.30 | 18.4× | 2 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 8 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-04 | $1.78 | $1.98 | +11.2% |
| 2026-05-05 | $1.81 | $1.95 | +7.7% |
| 2026-02-05 | $1.78 | $1.87 | +5.1% |
| 2025-11-04 | $1.56 | $1.86 | +19.2% |
| 2025-08-05 | $1.47 | $1.68 | +14.3% |
| 2025-05-06 | $1.46 | $1.67 | +14.4% |
| 2025-02-06 | $1.35 | $1.60 | +18.5% |
| 2024-11-05 | $1.33 |
| $1.56 |
| +17.3% |
| $3.2B |
| — |
| DLODlocal Limited | $14.45 | -2.63% | $4.2B | — |
| DOCNDigitalOcean Holdings, Inc. | $117.85 | -1.96% | $13.8B | — |
Source: Financial Modeling Prep · peers by sector/industry
$QLYS the more it consolidates, the more interesting it gets.
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Qualys, Inc. ( $QLYS ) SpicyTrade - Daily Stock Analysis https://youtu.be/7k7WljP1PT8?si=v-t-eQdE5R1vKPnK
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$QLYS I'm really surprised that this has nearly 2000 watchers when it is 99.5% institution owned.
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@BustaCapital @Jblack500 @No_Face_character @cynicaloptimist @IsabellaDC @WAJeff Gunner$ $MCK $META $NET $QLYS $NOW ...
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$VRNS $QLYS $RBRK THOMA BRAVO'S PROOFPOINT IS SAID IN TALKS TO ACQUIRE VARONIS
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$OSS $RPD $QLYS easy shorts, horrible pump and dump discord longing these with weakisb hands. Awful!
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Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.