Qualys Jumps After Strong Q2 Results and Higher 2026 Outlook

Qualys, Inc. (QLYS) is up 16.2% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to a strong second-quarter report and a meaningful increase to full-year 2026 guidance. Investors seem to be focusing on revenue acceleration, stronger profitability on a non-GAAP basis, and management’s more confident outlook for the rest of the year.

Details:

Qualys reported second-quarter revenue of $182.2 million, up 11% year over year and above the company’s prior guidance range of $177.5 million to $179.5 million.

Non-GAAP diluted earnings per share came in at $1.98, ahead of the company’s earlier outlook of $1.73 to $1.80, while adjusted EBITDA rose to $83.8 million.

Management lifted full-year 2026 revenue guidance to $732.0 million to $738.0 million from $721.0 million to $727.0 million, and also raised both GAAP and non-GAAP earnings guidance.

The company also pointed to demand drivers including AI-related security offerings, growth in its Risk Operations Center adoption, federal business momentum, partner execution, and early QFlex engagement.

Sources:

Qualys Investor Relations, SEC, MarketBeat

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$QLYS Insider Trading Activity

$QLYS insiders have traded $QLYS stock on the open market 54 times in the past 6 months. Of those trades, 0 have been purchases and 54 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 23 sales selling 69,600 shares for an estimated $8,917,738.
JOO MI KIM (CHIEF FINANCIAL OFFICER) has made 0 purchases and 10 sales selling 8,795 shares for an estimated $1,126,917.
BRUCE K POSEY (CHIEF LEGAL OFFICER) has made 0 purchases and 15 sales selling 3,393 shares for an estimated $455,650.
WENDY PFEIFFER has made 0 purchases and 3 sales selling 1,500 shares for an estimated $184,975.
THOMAS BERQUIST sold 939 shares for an estimated $103,994
JEFFREY P HANK has made 0 purchases and 2 sales selling 940 shares for an estimated $103,226.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

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$QLYS Hedge Fund Activity

We have seen 235 institutional investors add shares of $QLYS stock to their portfolio, and 202 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

FULLER & THALER ASSET MANAGEMENT, INC. removed 591,358 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $51,950,800
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added 465,952 shares (+127.0%) to their portfolio in Q1 2026, for an estimated $40,933,883
FUNDSMITH LLP removed 421,729 shares (-65.1%) from their portfolio in Q1 2026, for an estimated $37,048,892
AQR CAPITAL MANAGEMENT LLC added 405,457 shares (+64.0%) to their portfolio in Q1 2026, for an estimated $35,619,397
FIRST TRUST ADVISORS LP removed 376,523 shares (-27.4%) from their portfolio in Q1 2026, for an estimated $33,077,545
NEUBERGER BERMAN GROUP LLC removed 344,961 shares (-42.3%) from their portfolio in Q1 2026, for an estimated $30,304,823
AMERICAN CAPITAL MANAGEMENT INC removed 320,367 shares (-79.3%) from their portfolio in Q1 2026, for an estimated $28,144,240

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$QLYS Analyst Ratings

Wall Street analysts have issued reports on $QLYS in the last several months. We have seen 0 firms issue buy ratings on the stock, and 1 firms issue sell ratings.

Here are some recent analyst ratings:

JP Morgan issued a "Underweight" rating on 05/06/2026

To track analyst ratings and price targets for $QLYS, check out Quiver Quantitative's $QLYS forecast page.

$QLYS Price Targets

Multiple analysts have issued price targets for $QLYS recently. We have seen 8 analysts offer price targets for $QLYS in the last 6 months, with a median target of $125.0.

Here are some recent targets:

Patrick Colville from Scotiabank set a target price of $190.0 on 07/06/2026
Brian Essex from JP Morgan set a target price of $139.0 on 06/30/2026
Dan Ives from Wedbush set a target price of $125.0 on 05/07/2026
Matthew Hedberg from RBC Capital set a target price of $90.0 on 05/06/2026
Rob Owens from Piper Sandler set a target price of $100.0 on 05/06/2026
Kingsley Crane from Canaccord Genuity set a target price of $125.0 on 05/06/2026
Junaid Siddiqui from Truist Securities set a target price of $85.0 on 04/24/2026

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.