QUALYS, INC.
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Qualys (QLYS) stock rose 62.4% post-earnings, trading at $218.31. SentinelOne (S) reported $292M revenue, up 20.6% YoY, missing EPS guidance. Palo Alto Networks (PANW) reported $3.41B revenue, up 34.4% YoY, beating expectations. Zscaler (ZS) reported $898.2M revenue, up 24.9% YoY, exceeding estimates. All stocks rose post-earnings.
JPMorgan BetaBuilders U.S. Small Cap Equity ETF (BBSC) added 171 positions on Monday, deploying $161.2 million in net purchases. Its largest buys were Corcept Therapeutics (CORT) at $3.3 million, Elastic NV (ESTC) at $2.2 million, and SentinelOne (S) at $2.2 million. BBSC holds 804 stocks with a 0.09% expense ratio and a 14.66% year-to-date return.
UBS reports cybersecurity stocks have surged, with valuations exceeding pandemic peaks at 62x EV/FCF and 15x EV/revenue. Q3 earnings must beat expectations to justify valuations, as fundamentals have not accelerated. Excluding CRWD, FTNT, PANW, and QLYS, most vendors saw flat Q2 growth and Q3 guidance. UBS warns of sector-wide impact if key players miss earnings.
Over the past 7 days, AlphAI's AI scored 1 news story mentioning QLYS (QUALYS, INC.). Coverage has been balanced: 0 bullish, 1 neutral, and 0 bearish.
Recent QLYS coverage spans market movers, financial news and sector analysis.
In the last 30 days, QLYS insiders filed 15 SEC Form 4 transactions — no purchases and 15 sales ($700K). The most active reporter was Thakar Sumedh S, CEO & PRESIDENT, with 10 filings. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.
No new catalyst; price already moved on prior release.
ETF addition may provide limited support for Qualys.
Neutral impact unless earnings surprise.
Price drop reflects sector‑wide sentiment shift; no company‑specific catalyst.
Included in AI‑security theme list; no fresh catalyst.
AlphAI scores every news story that mentions QLYS with an AI model for sentiment and relevance, and aggregates insider trades from QUALYS, INC.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Qualys (QLYS) stock rose 62.4% post-earnings, trading at $218.31. SentinelOne (S) reported $292M revenue, up 20.6% YoY, missing EPS guidance. Palo Alto Networks (PANW) reported $3.41B revenue, up 34.4% YoY, beating expectations. Zscaler (ZS) reported $898.2M revenue, up 24.9% YoY, exceeding estimates. All stocks rose post-earnings.
3 min readJPMorgan BetaBuilders U.S. Small Cap Equity ETF (BBSC) added 171 positions on Monday, deploying $161.2 million in net purchases. Its largest buys were Corcept Therapeutics (CORT) at $3.3 million, Elastic NV (ESTC) at $2.2 million, and SentinelOne (S) at $2.2 million. BBSC holds 804 stocks with a 0.09% expense ratio and a 14.66% year-to-date return.
1 min readUBS reports cybersecurity stocks have surged, with valuations exceeding pandemic peaks at 62x EV/FCF and 15x EV/revenue. Q3 earnings must beat expectations to justify valuations, as fundamentals have not accelerated. Excluding CRWD, FTNT, PANW, and QLYS, most vendors saw flat Q2 growth and Q3 guidance. UBS warns of sector-wide impact if key players miss earnings.
3 min readCybersecurity stocks like Qualys, Okta, Palo Alto Networks, Rapid7, and SentinelOne fell due to high valuations and reassessment of AI-driven growth. Rapid7's volatility and recent performance were highlighted. The sector's long-term prospects remain tied to AI adoption, but near-term sentiment shifts are causing declines.
2 min readU.S. cybersecurity stocks rose after AI safety warnings, with Palo Alto Networks (PANW) up 10.0% and Fortinet (FTNT) up 8.8% in the September 11–18 trading week. Seven companies are positioned to profit from AI security, with YTD returns ranging from -13.9% to +125.1%. Palo Alto reported $3.41B in revenue, while Fortinet saw 26% YoY revenue growth. Investors are assessing which firms can convert AI security demand into contracts and earnings.
3 min readThakar Sumedh S (CEO & PRESIDENT) sold 3,200 shares of QUALYS, INC. (QLYS) at an average of $170.05 ($154.39–$174.71, $0.54M total) across 10 trades on 2026-09-14 under a Rule 10b5-1 trading plan.
1 min readQualys Inc (QLYS) shares rose 7.21% to $185.37 on September 15, 2026, following a 15% gain the prior session. The stock is 10.7% above its GF Value™ of $167.44, indicating modest overvaluation. QLYS has a GF Score™ of 96/100, reflecting strong financial health and growth. Insiders sold $24.1M in shares over the past year, with no reported buying. The company's P/E ratio is 32.07x, below its 5-year median of 39.32x. Investors should weigh valuation against growth prospects.
2 min readQualys (QLYS) shares rose 7% on Tuesday, closing at $185.37, continuing a rally that started the previous day with a 15% surge. The cybersecurity software company's stock has gained momentum recently.
1 min readFortinet (FTNT) and Qualys (QLYS) are highlighted as cybersecurity stocks benefiting from AI safety concerns. FTNT reported Q2 revenue of $2.05B (+26% YoY) and raised 2026 revenue outlook to $8.02B-$8.18B. QLYS reported Q2 revenue of $182.2M (+11% YoY) and raised 2026 revenue guidance to $732M-$738M. Both companies are positioned to capitalize on AI security needs.
3 min readQualys (QLYS) stock fell 7% after Wedbush downgraded it to 'Neutral' with a $175 price target. Despite strong earnings ($1.98 EPS, $182.18M revenue), mixed analyst opinions and insider sales contributed to the decline. Institutional investors have increased holdings, with 99% ownership.
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