Qualys (QLYS) Price & Analysis
QLYS Stock Chart & Stats
- Day’s Range
- MXN 4,285.00 - MXN 4,285.00
- 52-Week Range
- MXN 2,362.00 - MXN 4,285.00
- Previous Close
- MXN 2,915.00
- Volume
- 0
- Average Volume (3M)
- 13
- Market Cap
- MXN 145.66B
- Enterprise Value
- MXN 4.44B
- Total Cash (Recent Filing)
- MXN 426.29M
- Total Debt (Recent Filing)
- MXN 53.40M
- Price to Earnings (P/E)
- 38.6
- Beta
- 0.02
- Next Earnings
- Nov 09, 2026
- EPS Estimate
- 36.75
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- N/A
Bulls Say, Bears Say
Bulls Say
Recurring SaaS Model
Qualys’ subscription model creates recurring revenue and supports expansion as customers add assets, applications, and modules. Cloud delivery also enables centralized updates, while usage-linked pricing can increase revenue as customer environments and security requirements grow over time.
High Margins And Cash Generation
Very high margins and strong free cash flow indicate an efficient business with meaningful internal funding capacity. Cash flow closely tracks net income, supporting the quality of reported earnings and giving Qualys flexibility to invest, repurchase shares, and withstand operating volatility.
Product Innovation And Platform Expansion
The new AI-native capabilities broaden Qualys’ platform beyond conventional scanning toward faster detection, prioritization, and remediation. This can deepen customer reliance on the platform, strengthen differentiation, and support adoption of newer modules across existing enterprise accounts.
Bears Say
Revenue Growth Deceleration
The sharp slowdown in TTM revenue growth weakens the durability of Qualys’ expansion narrative even though the company has scaled substantially over several years. Slower growth may limit operating leverage, reduce the pace of product adoption, and increase reliance on upsells and execution.
Higher Operating Investment
Higher sales and marketing investment can support future growth, but it also creates execution risk if new bookings and customer expansion do not accelerate sufficiently. Continued expense growth could moderate margin expansion and reduce the near-term conversion of revenue into earnings and cash.
ETM Conversion Timing Risk
The early stage of many ETM and ROC opportunities makes the timing of revenue conversion uncertain. Extended enterprise budgets and multi-stakeholder decisions could delay adoption, leaving product investment and pipeline activity ahead of realized billings while increasing execution demands.
QLYS FAQ
What was Qualys’s price range in the past 12 months?
What is Qualys’s market cap?
When is Qualys’s upcoming earnings report date?
How were Qualys’s earnings last quarter?
Is Qualys overvalued?
Does Qualys pay dividends?
What is Qualys’s EPS estimate?
How many shares outstanding does Qualys have?
What happened to Qualys’s price movement after its last earnings report?
Which hedge fund is a major shareholder of Qualys?
What is the TipRanks Smart Score and how is it calculated?
Qualys Stock Smart Score
Company Description
Qualys
Qualys, Inc., founded in 1999 and headquartered in Foster City, California, specializes in delivering cloud-based solutions for information technology (IT) management, cybersecurity, and regulatory compliance to organizations globally. The company's integrated Qualys Cloud Platform hosts a comprehensive suite of "Qualys Cloud Apps," encompassing a broad spectrum of services such as vulnerability management, threat detection and response, multi-vector endpoint security, patch management, certificate assessment, web application scanning and firewall, as well as various IT, cloud, and container security and compliance tools. This powerful platform empowers customers to meticulously identify and manage their IT assets, gather and analyze critical security data, proactively uncover and prioritize vulnerabilities, recommend and initiate effective remediation actions, and ultimately verify their successful implementation. Complementing these core functions, Qualys also provides features like advanced asset tagging, intuitive reporting and dashboards, collaborative questionnaires, streamlined remediation workflows, a robust big data correlation and analytics engine, and real-time alerts. These components collectively ensure integrated operations, in-depth real-time analysis, and comprehensive reporting across an organization's entire IT, security, and compliance landscape. Qualys serves a diverse client base, including large enterprises, government entities, and small to medium-sized businesses across numerous sectors such as finance, healthcare, manufacturing, education, and technology. Its solutions are distributed through a dedicated internal sales force and an extensive global network of channel partners, including security consulting firms, managed service providers, and resellers.
- Sector
- Technology
- Industry
- Software - Infrastructure
- CEO
- Sumedh S. Thakar
- Employees
- 2,718
- Website
- www.qualys.com
- Address
- 919 East Hillsdale Boulevard, Foster City, CA, 94404, US
Qualys (QLYS) Earnings & Revenues
QLYS Company Deck
QLYS Earnings Call
Earnings Call SentimentPositive
The call was broadly positive: management reported solid top-line growth (Q2 revenues +11%), improved profitability (46% adjusted EBITDA margin), strong free cash flow, raised full-year revenue and EPS guidance, meaningful product innovation (AI-native ROC agents) and customer upsells. Several metrics showed momentum — billings, net dollar expansion (105%), LTM current billings acceleration — and management highlighted strategic wins, partner-led growth and a large market opportunity (including federal). Offsetting factors include continued investment-driven OpEx increases, executive turnover, the early-stage nature of many ETM conversions (longer sales cycles and timing uncertainty), modest decline in VMDR mix, and a conservative billings assumption for H2 despite Q2 strength. Overall, the positives (revenue beat, guidance raise, product differentiation and healthy cash generation) outweigh the manageable execution and timing risks.
View all MX:QLYS earnings summariesQLYS Net sales Breakdown
- 56.81% Direct
- 43.19% Partner
QLYS Stock 12 Month Forecast
Average Price Target
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 15 | 3 | 3 |
| Technical Analysis | 3 | 3 | 3 |
| Moving Averages | 12 | 0 | 0 |