$QLYS

The London Company's Q2 2026 investor letter highlights Qualys (QLYS) as a top contributor, citing improved investor sentiment in cybersecurity. QLYS provides cloud-based IT security solutions. The stock gained 32.51% over the past month and 38.76% over 52 weeks, closing at $176.67 on August 26, 2026, with a market cap of $6.11 billion. The company is seen as a high-quality business with a durable competitive position.

Qualys (QLYS) CLO Bruce Posey sold 866 shares for $159,544 under a 10b5-1 plan. QLYS stock is up 144% from its 52-week low. Q2 earnings beat estimates, with revenue of $182.2M and EPS of $1.98. DA Davidson raised its price target to $165, maintaining a Neutral rating.

Qualys (QLYS) officer Bruce Posey plans to sell 2,613 shares of common stock through Morgan Stanley. The shares were acquired from vested restricted and performance stock units between 2022 and 2026. Posey also sold shares under a 10b5-1 plan in the past three months, with transactions totaling 2,747 shares and $390,176.86.

Cybersecurity stocks are outperforming amid rising AI-driven demand for data safety. Palo Alto Networks (PANW) reported strong Q3 earnings with 30% YoY revenue growth and raised guidance. CrowdStrike (CRWD) showed 30% net new ARR growth. Qualys (QLYS) beat EPS estimates with 83% gross margins. Cloudflare (NET) reported 36% YoY revenue growth. Rubrik (RBRK) grew revenue by 38%+ in recent quarters and turned a profit.

Qualys (NASDAQ: QLYS) announced new AI security capabilities, TotalAI, on its Enterprise TruRisk platform. The offering aims to help organizations discover, test, monitor, and govern AI risk across design to production, including agent and model visibility and audit-ready evidence. Qualys says it supports new U.S. and EU safe AI policy needs.

Qualys (NASDAQ:QLYS) CFO Joo Mi Kim said ETM is expected to be a near-term growth driver, though it is not yet materially impacting revenue. ETM and CSAM were 12% of LTM bookings (9% a year earlier). Patch Management rose to 9% of bookings (7%). Qualys targets net dollar expansion above 110% and 9% to 10% billings growth for the year.

Thakar Sumedh S (CEO & PRESIDENT) sold 3,200 shares of QUALYS, INC. (QLYS) at an average of $188.97 ($186.28–$192.27, $0.60M total) across 5 trades on 2026-08-14 under a Rule 10b5-1 trading plan.

Qualys (QLYS) shares reacted to its Q2 results, which beat expectations, and the company raised full-year guidance, citing demand for its AI-driven risk operations platform and new InstaScan capability. The stock closed at $186.05, down 5.02% on the day, while guidance and AI product updates are weighed against valuation and execution risks.

Qualys (NASDAQ:QLYS) reported Q2 2026 revenue of $182.2 million, up 11% year over year, and non-GAAP EPS of $1.98. The company raised full-year 2026 guidance to $732 million to $738 million revenue and $7.74 to $7.88 EPS. It also cited higher channel and international growth and $83.8 million adjusted EBITDA.

Analyst estimates for Qualys, Inc. show the average 12-month price target rising from $176.62 to $180.07, based on 15 analysts. Targets range from $130 to $220. Using the Aug. 13 close, the update implies about 8% downside. The consensus rating remains “Hold” (5 Buys, 16 Holds, 1 Sell) among 22 analysts.