Qualys, Inc. (NASDAQ: QLYS) is a leading global provider of cloud-based information security and compliance solutions. The company was founded in 1999 by Philippe Courtot, with its main headquarters in Foster City, California. Qualys offers a wide range of crucial security solutions that businesses across different industries can utilize to identify security risks, achieve compliance, and secure their IT infrastructures effectively.
Qualys uniquely operates on a Software-as-a-Service (SaaS) model. This has distinctively set the company apart in the industry by eliminating the complexities and costs usually associated with the management of traditional security systems. The Qualys Cloud Platform and its integrated suite of security and compliance solutions are employed by a myriad of organizations in over 130 countries. This platform delivers critical security intelligence on demand, as and when needed by businesses and governments.
One of the outstanding solutions offered by Qualys is the vulnerability management service. This is a proactive system used by security teams around the world to identify and eliminate vulnerabilities that can be exploited by hackers. The solution is entirely cloud-based, which makes it exceptionally flexible and scalable in managing security for businesses of any size. This service, along with other solutions such as web application scanning, policy compliance, PCI compliance, and more, provides a consolidated view of security and compliance posture on a single platform, making risk assessment much simpler for organizations.
The company's Intellectual Property (IP) portfolio also includes various patents related to network security. As a pioneer in offering security solutions hosted from the cloud, QUALYS, INC. retains a competitive edge by developing innovative and efficient products.
With a large global clientele, including a sizeable portion of the Forbes Global 100, Qualys prides itself on establishing trusted relationships with its customers due to its commitment to continuous technology innovation and strong professional services. As the global landscape of IT security grows more complex, Qualys continues to leverage their position as a leader in the field through a commitment to client needs while focusing on comprehensive security solutions.
In terms of financial performance, Qualys has shown a steady upward trajectory. Its revenue has been consistently growing year-on-year, demonstrating the company's resilience and strong market position. The robustness of the company's operations can also be measured in its annual recurring revenues, which have shown progressive growth over the years due to the high-demand for Qualys services.
In conclusion, Qualys, Inc. is a trusted name in the security sector, providing impactful solutions under the SaaS model. With their ongoing advancements in technology and widespread acceptance, they remain at the forefront of the rapidly evolving IT security industry.
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Shares of several cybersecurity companies, including Qualys, Okta, Palo Alto Networks, Rapid7, and SentinelOne, experienced a significant decline in the afternoon session. This widespread drop is attributed to investors and analysts questioning the sustainability of AI-fueled gains in the sector, given elevated valuation multiples. While the long-term outlook for cybersecurity spending tied to AI remains strong, the current market sentiment reflects a reassessment of what investors are willing to pay for AI-linked growth.
Qualys (NASDAQ: QLYS) has significantly outperformed the market over the last decade, achieving an average annual return of 17.05%. An initial investment of $1000 in Qualys stock ten years ago would now be worth $4,801.57, demonstrating the power of compounded returns. The company currently holds a market capitalization of $6.46 billion.
Bank of America Corp DE has acquired 158,937 shares of Qualys, Inc. (NASDAQ:QLYS) valued at approximately $21.85 million, representing a 0.46% stake in the software maker. This move comes as institutional investors collectively own 99.31% of Qualys, and the company recently reported strong quarterly earnings, exceeding analyst expectations with adjusted earnings of $1.98 per share and revenue up 11.1% year over year. Despite mixed analyst sentiment, QLYS shares were trading up 0.8% at $184.79.
Engineers Gate Manager LP significantly reduced its stake in Qualys, Inc. (NASDAQ:QLYS) by 83.6% in the second quarter, selling 17,372 shares and retaining 3,414 shares. Despite this, Qualys reported strong quarterly earnings, beating estimates with $1.98 EPS and an 11.1% increase in revenue. The company maintains a "Hold" consensus rating from analysts, with institutional investors owning 99.31% of the stock.
Amid growing concerns about AI safety, Zacks Investment Ideas highlights Fortinet (FTNT) and Qualys (QLYS) as top cybersecurity stocks. Both companies offer solutions to secure AI infrastructure and identify vulnerabilities, positioning them to benefit from increased demand for AI security. Their recent strong financial results and raised outlooks further support their investment case.
Shares of several enterprise software and SaaS companies, including Cloudflare, Paylocity, GitLab, Commvault, and Qualys, rallied after investors shifted capital away from semiconductor and AI-hardware stocks. This rotation was triggered by calls for a slowdown in frontier AI development, making traditional software companies seem more attractive due to their recurring revenue streams and ability to integrate existing AI tools. Qualys, in particular, saw a significant jump of 14.8%, despite recent volatility linked to rising Treasury yields and oil prices.
Qualys (NASDAQ: QLYS) shares dropped 6.9% to $150.47 on Friday, September 11, 2026, as part of a broad selloff in the Software – Infrastructure sector. The decline, which also affected peers like NTSK and TENB, appears to be driven by sector-wide or macroeconomic factors rather than company-specific issues, with moderate trading volume suggesting a broader market reaction. Investors are now looking for external catalysts like economic data or Federal Reserve commentary to understand if this is a temporary dip or the start of a sustained downturn.
Qualys, Inc. director Thomas Berquist sold 511 shares of company stock on September 2, 2026, at $175.27 per share. The transaction was conducted under a pre-established Rule 10b5-1 trading plan adopted on February 27, 2026. Following this sale, Berquist directly retains ownership of 6,270 shares.
CrowdStrike (CRWD) shares have risen 96% year-to-date, outperforming the industry, driven by strong demand for its AI-native cybersecurity solutions, particularly its Next-Gen SIEM and AIDR businesses. Despite its premium valuation and slowing revenue growth, the company's continued adoption of its Falcon platform and new growth opportunities suggest holding the stock, which currently holds a Zacks Rank #3 (Hold).