Recent discussions on X about Qualys, Inc. (QLYS) have centered around the company's latest earnings report and strategic moves in the cybersecurity space. Posts highlight the firm's strong margins and steady growth as a cloud-based security provider, with some users noting its robust cash flow and customer retention as key strengths. The buzz also includes mentions of innovative advancements like AI enhancements and the Risk Operations Center, sparking interest in its competitive edge.
Additionally, there has been attention on insider activity, particularly a recent sale of shares by a director, which has raised questions among some about potential implications for the stock. Conversations also reflect on Qualys' raised full-year outlook for 2025, with users debating whether the company's performance can sustain momentum amidst broader market challenges. The mix of optimism and caution paints a complex picture of investor sentiment on the platform.
Note: This discussion summary was generated from an AI condensation of post data.
Qualys, Inc. Insider Trading Activity
Qualys, Inc. insiders have traded $QLYS stock on the open market 68 times in the past 6 months. Of those trades, 0 have been purchases and 68 have been sales.
Here’s a breakdown of recent trading of $QLYS stock by insiders over the last 6 months:
- SUMEDH S THAKAR (CEO & PRESIDENT) has made 0 purchases and 24 sales selling 66,000 shares for an estimated $9,000,260.
- JOO MI KIM (CHIEF FINANCIAL OFFICER) has made 0 purchases and 18 sales selling 5,299 shares for an estimated $700,930.
- JEFFREY P HANK has made 0 purchases and 4 sales selling 4,657 shares for an estimated $607,086.
- BRUCE K POSEY (CHIEF LEGAL OFFICER) has made 0 purchases and 18 sales selling 3,180 shares for an estimated $424,220.
- JOHN A. ZANGARDI sold 1,287 shares for an estimated $169,918
- THOMAS BERQUIST sold 656 shares for an estimated $91,039
- WENDY PFEIFFER has made 0 purchases and 2 sales selling 400 shares for an estimated $55,646.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Qualys, Inc. Hedge Fund Activity
We have seen 224 institutional investors add shares of Qualys, Inc. stock to their portfolio, and 242 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- AQR CAPITAL MANAGEMENT LLC added 323,324 shares (+46.9%) to their portfolio in Q2 2025, for an estimated $46,193,299
- VAN BERKOM & ASSOCIATES INC. removed 273,259 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $34,411,505
- CDAM (UK) LTD removed 211,598 shares (-34.6%) from their portfolio in Q2 2025, for an estimated $30,231,006
- AMERIPRISE FINANCIAL INC removed 182,855 shares (-80.9%) from their portfolio in Q2 2025, for an estimated $26,124,493
- MILLENNIUM MANAGEMENT LLC added 172,095 shares (+944.0%) to their portfolio in Q2 2025, for an estimated $24,587,212
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 144,408 shares (-22.5%) from their portfolio in Q2 2025, for an estimated $20,631,570
- MARSHALL WACE, LLP removed 132,269 shares (-96.4%) from their portfolio in Q2 2025, for an estimated $18,897,272
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Qualys, Inc. Analyst Ratings
Wall Street analysts have issued reports on $QLYS in the last several months. We have seen 2 firms issue buy ratings on the stock, and 2 firms issue sell ratings.
Here are some recent analyst ratings:
- Wedbush issued a "Outperform" rating on 08/06/2025
- Canaccord Genuity issued a "Buy" rating on 05/07/2025
- JP Morgan issued a "Underweight" rating on 04/28/2025
- Morgan Stanley issued a "Underweight" rating on 04/16/2025
To track analyst ratings and price targets for Qualys, Inc., check out Quiver Quantitative's $QLYS forecast page.
Qualys, Inc. Price Targets
Multiple analysts have issued price targets for $QLYS recently. We have seen 9 analysts offer price targets for $QLYS in the last 6 months, with a median target of $150.0.
Here are some recent targets:
- Patrick Colville from Scotiabank set a target price of $150.0 on 08/06/2025
- Hamza Fodderwala from Morgan Stanley set a target price of $97.0 on 08/06/2025
- Daniel Ives from Wedbush set a target price of $155.0 on 08/06/2025
- Rudy Kessinger from DA Davidson set a target price of $135.0 on 08/06/2025
- Roger Boyd from UBS set a target price of $150.0 on 08/06/2025
- Joseph Gallo from Jefferies set a target price of $150.0 on 08/06/2025
- Matthew Hedberg from RBC Capital set a target price of $140.0 on 05/07/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
